Daniela E. Email and Phone Number
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
-
Chief Operating Officer / Director Of Client Services5E Wealth Mar 2024 - PresentMiami, Florida, United States -
Senior Client And Operations Specialist/ Office ManagerCardea Nov 2022 - May 2024Miami, Florida, United States
-
Client Service ManagerMaximai Investment Partners May 2020 - Nov 2022Miami, Florida, United StatesOffice Manager -
Insurance AgentAmerican Income Life Insurance Company 2019 - May 2020Miami/Fort Lauderdale Area -
Vp/Relationship ManagerEfg Capital International Corp. Jan 2017 - Mar 2019Miami/Fort Lauderdale Area -
Relationship ManagerIndosuez Wealth Management Jul 2015 - Dec 2016Miami, Florida -
Relationship ManagerRbc Wealth Management – Private Banking Dec 2010 - Jul 2015 -
Relationship OfficerRbc Wealth Management – Private Banking Jun 2005 - Dec 2010Miami/Fort Lauderdale Area -
Private Banking AssistantRbc Wealth Management – Private Banking Dec 2002 - Jun 2005Miami/Fort Lauderdale Area -
Jr. Private Banking AssistantRbc Wealth Management – Private Banking Jun 1999 - Dec 2002Argentina
Daniela E. Education Details
-
Business Administration And Management, General
Frequently Asked Questions about Daniela E.
What company does Daniela E. work for?
Daniela E. works for 5e Wealth
What is Daniela E.'s role at the current company?
Daniela E.'s current role is Chief Operating Officer/ Director of Client Services.
What schools did Daniela E. attend?
Daniela E. attended Florida International University.
Not the Daniela E. you were looking for?
-
Daniela E.
San Bernardino, Ca -
-
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial