Daniela Chavez

I’m an enterprise sales professional with deep expertise in financial advisors, RIAs, and alternative investments. Over 5 years, I’ve sold complex financial solutions to RIAs, family offices, and institutional advisors—building trust through education, clarity, and long-term relationship management.

In my current role as Associate Vice President of Capital Markets at Access Capital Group, LLC, I’ve generated $26+M in capital commitments from RIAs, broker-dealers, and family offices across my assigned territory. I also closed multiple seven-figure investment allocations and grew territory production year over year.

My approach centers on overseeing extended sales cycles, delivering investment presentations that explain sophisticated strategies, and translating risk and performance into actionable guidance for advisors and their clients. I’ve built relationships with 50+ financial advisors specializing in alternative investments and consistently focus on performance reporting and client engagement.

I’m now focused on leveraging my financial industry experience in AI and fintech enterprise sales. Along the way, I’ve contributed to expanding distribution channels, streamlining internal processes for workflow efficiency, and using financial data analytics platform capabilities to support smarter decisions.