Daniela E.
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Daniela E. Email & Phone Number

Chief Operating Officer/ Director of Client Services at 5E Wealth
Location: Miami, Florida, United States 10 work roles 1 school
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Chief Operating Officer/ Director of Client Services
Location
Miami, Florida, United States

Who is Daniela E.? Overview

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Quick answer

Daniela E. is listed as Chief Operating Officer/ Director of Client Services at 5E Wealth, based in Miami, Florida, United States. AeroLeads shows a matched LinkedIn profile for Daniela E..

Daniela E. previously worked as Chief Operating Officer / Director of Client Services at 5E Wealth and Senior Client and Operations Specialist/ Office Manager at Cardea. Daniela E. holds Bachelor Of Business Administration (Bba), Business Administration And Management, General from Florida International University.

Company email context

Email format at 5E Wealth

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5E Wealth

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Profile bio

About Daniela E.

Highly accomplished professional seeks to leverage 20 years of sales, customer service, presentation development, and process optimization expertise. Results-oriented executive demonstrates a consultative sales style, keen client assessment aptitude, and superior negotiation skills. Relentless networker possesses strong ability to acquire, retain, and expand customer relationships. Capable of identifying areas of potential growth with existing relationships by upselling and cross selling opportunities. Ensures seamless customer experience. Superior interpersonal, verbal, and written communication skills. Reputation for strong work ethic, integrity, and high degree of personal initiative. Always willing to embrace change and challenges, and to continue learning.Key SkillsSales & Marketing – Customer Service – Business Development – Account Management – Finance - Client Acquisition & Retention – Networking – Bilingual (English & Spanish) – Interpersonal, communication, and negotiation skills – Influencer – Fast Learner – Team Work Oriented - Strategic Planning & Analytical Skills - Results Oriented – Event Organization

Current workplace

Daniela E.'s current company

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5E Wealth
5E Wealth
Chief Operating Officer/ Director of Client Services
AeroLeads page
10 roles · 7 years

Daniela E. work experience

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Chief Operating Officer / Director Of Client Services

Current

Miami, Florida, United States

Mar 2024 - Present

Senior Client And Operations Specialist/ Office Manager

Cardea

Miami, Florida, United States

Nov 2022 - May 2024
1 education record

Daniela E. education

FAQ

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Quick answers generated from the profile data available on this page.

What company does Daniela E. work for?

Daniela E. works for 5E Wealth.

What is Daniela E.'s role at 5E Wealth?

Daniela E. is listed as Chief Operating Officer/ Director of Client Services at 5E Wealth.

Where is Daniela E. based?

Daniela E. is based in Miami, Florida, United States while working with 5E Wealth.

What companies has Daniela E. worked for?

Daniela E. has worked for 5E Wealth, Cardea, Maximai Investment Partners, American Income Life Insurance Company, and Efg Capital International Corp..

How can I contact Daniela E.?

You can use AeroLeads to view verified contact signals for Daniela E. at 5E Wealth, including work email, phone, and LinkedIn data when available.

What schools did Daniela E. attend?

Daniela E. holds Bachelor Of Business Administration (Bba), Business Administration And Management, General from Florida International University.

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