Daniela joined the Trax Wealth Management team in March 2023. Daniela has experience in various industries, including banking and real estate, residential sector. Her career in finance began at a premier credit union, where she quickly excelled at her roles. Eager for growth, Daniela transitioned to a local San Diego escrow company. Daniela’s multifaceted role in escrow exposed her to everything real estate, from the preparation and review of documents, coordinating and executing wires, to acting as a liaison between clients and parties involved in transactions. Daniela’s previous experience has prepared her for her current role at Trax Wealth Management as the Client Relations Associate.
When she is not at work, Daniela is an active member of her church where she serves as a young adult leader and media technician. Daniela is an avid donor of Global Christian Relief which helps persecuted Christians around the globe.
Daniela also values quality time with her family and partner. She enjoys international cuisine and is always learning new recipes!