Daniela Suarez de Barrera
Financial Advisor @AXA Partners
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WORK HISTORY
Financial Advisor @AXA Partners
I am an insurance agent offering you strategic advice to ensure your future and that of those you love* Create, develop and establish a portfolio of clients with the main goal of managing and protecting their assets/needs* Maintain and develop personal relationships with clients to present solutions and compare options of insurance that help meet their objectives of protection, savings and investment.(Analyze financial models to generate savings)* Advise and provide the necessary services for the patrimonial planning and realization of transactions, management and administration of their investments.
EDUCATION
ESIC Business & Marketing School
Master in Financial Management
Universidad Anáhuac Mexico Norte
Entrepreneurship Diploma
Universidad Anáhuac
Business Administration
SKILLS
ABOUT DANIELA SUAREZ DE BARRERA
Financial Advisor Co-Founder Nau
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