As Executive Assistant at Hasson Financial, Daniela Perez oversees client service, operations, and compliance, helping ensure the firm delivers a seamless and exceptional client experience. Since entering the financial services industry in November 2014, she has built extensive experience supporting clients and advisors while managing a wide range of operational and administrative responsibilities. She is passionate about delivering exceptional service, building lasting client relationships, and continually improving processes that help the firm operate efficiently.
Born and raised in Colorado, Daniela attended Metropolitan State University. She is known for her attention to detail, strong organizational skills, and commitment to making every client interaction a positive experience.
Outside of the office, Daniela enjoys traveling, reading, and spending time outdoors. She is passionate about human and animal welfare, health and wellness, and lifelong learning. Her curiosity about medicine and health continues to inspire her interest in learning and personal growth.