06/02/2021
DANIELA GARCIA JOINS CLEARWATER CAPITAL PARTNERS
Hoffman Estates, IL - Clearwater Capital Partners is proud to announce that Daniela Garcia has joined the Clearwater Capital Team. Daniela joins the team as an Operations Specialist. The Operations team works in collaboration with advisors, the portfolio management team, and clients to provide a concierge level of service.
Prior to joining Clearwater Capital Partners, Daniela was a claims adjuster at Liberty Mutual - the 6th largest property and casualty insurance company in the world. There, she guided policyholders through the claims process and made liability decisions, while addressing customer needs in a timely and accurate manner. Additionally, Daniela has seven years of banking experience, actively managing banking relationships through a consultative approach while ensuring each client receives the best services for their needs.
“As Clearwater Capital continues its growth trajectory it is crucial that we keep our service standard high for our clients. Daniela not only demonstrates our nonnegotiable levels of character and competency, but she brings a level of technical expertise our clients have grown to expect. We couldn’t be happier to have her on board” Said James Chapman, Wealth Advisor and CIO of Clearwater Capital.
Clearwater Capital's dedication to its clients and commitment to providing them with a strategy that speaks to their financial goals is an objective that resonated with Daniela given her professional background. By taking the opportunity to be a part of the Operations Team at Clearwater Capital Partners, Daniela can utilize her previous experience by focusing on enhancing client experience and innovating operational procedures.
To read Daniela’s full biography, please click HERE
About Clearwater Capital Partners
Clearwater Capital Partners is a privately held, independent Registered Investment Advisor (RIA). The firm provides comprehensive wealth management services to successful individuals and families through their Private Client Practice. The firm’s Institutional Advisory Group offers a suite of professional services to businesses, non-profit organizations, foundations, and ERISA governed retirement plans.