Daniela Chavez
Scottsdale
Summary
Results-oriented Sales Professional with 5+ years of experience in selling complex financial products to RIAs, family offices, and institutional advisors. Generated over $26M in capital commitments while fostering long-term advisor relationships. Managed multi-million dollar sales cycles and educated clients on sophisticated investment strategies, aiming to leverage financial expertise in AL/fintech enterprise sales.
Overview
5
5
years of professional experience
2
2
Certifications
Work History
Associate Vice President of Capital Markets
Access Capital Group, LLC
Scottsdale
10.2023 - Current
- Generated $26+M in capital commitments from RIAs, broker-dealers, and family offices across assigned territory
- Closed multiple seven-figure investment allocations
- Grew territory production year over year
- Developed strategic relationships with top financial advisory firms
- Built relationships with financial advisors managing millions in client assets
- Oversaw extended sales cycles, fostering strong partnerships with advisors and their clients
- Delivered presentations explaining complex investment strategies to RIAs, financial advisors, and respective clients
Internal Wholesaler
Access Capital Group, LLC
Scottsdale
10.2021 - 10.2023
- Collaborated with external partners to expand distribution channels and reach new clients.
- Responded to client inquiries promptly, providing detailed information on offerings.
- Streamlined internal processes, enhancing workflow efficiency and accuracy.
- Provided timely follow-up on all inquiries from clients or prospects.
- Prepared detailed reports on performance metrics and account activity, informing strategic decisions.
- Participated in conferences to build relationships with existing advisors as well as attract new ones.
- Assisted in the development of marketing materials such as brochures, flyers and newsletters.
- Supported external wholesaler in meetings and relationship management with financial advisors.
Client Relations Associate
Inspired Healthcare Capital
Scottsdale
01.2021 - 10.2021
- Developed and maintained strong client relationships.
- Managed client inquiries and resolved issues efficiently.
- Provided prompt responses to client inquiries via telephone and email.
- Coordinated onboarding processes for new clients effectively.
- Maintained accurate records of all client interactions, transactions, comments, and complaints using CRM software.
- Facilitated communication between clients and internal teams.
Education
Bachelor of Science - Finance
Arizona State University
Tempe, AZ05-2022
Skills
- Capital raising
- Investment strategy
- Distribution strategy
- Risk assessment
- Performance reporting
- Client engagement
- Relationship management
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Certification
Series 7 - FINRA - April 2023
Timeline
Associate Vice President of Capital Markets
Access Capital Group, LLC
10.2023 - Current
Internal Wholesaler
Access Capital Group, LLC
10.2021 - 10.2023
Client Relations Associate
Inspired Healthcare Capital
01.2021 - 10.2021
Bachelor of Science - Finance
Arizona State University