Ana Daniela Garcia Lara

Lead client services and daily operations for a firm specializing in tax audit defense and estate planning, supporting +100 clients and +60 active cases. Manage and coordinate a team of 4, including onboarding, scheduling and HR tasks. Built and documented 8 processes that cut turnaround time and errors and increasing our annual profit. Implemented 4 day working week with an increase of productivity. Own the firm’s visual identity. Act as the link between clients, attorneys and staff.

Acted as the main link between management and suppliers. Contributed to product packaging decisions and brand presentation. Identified and approached potential retail points of sale to expand distribution.

Managed client relationships and reviewed the property portfolio, selecting the most profitable properties for investment. Coordinated with attorneys on case file reviews and legal viability checks. Organized notary sessions and tracked judicial processes, including payments to legal counsel.

Led the sales team at weekend art exhibitions. Handled store administration: intake, discounts and inventory. Designed the stand display to attract prospective customers and recommended new points of sale.