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Daniel B.
Talent Sourcing Advisor – Client Facing at Charles Schwab
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Work Experience
Jan 2018 - Present · 6 years and 11 months
Talent Sourcing Advisor – Client Facing
Apr 2021 - Present · 3 years and 8 months
Financial Consultant Partner
Jun 2020 - Apr 2021 · 10 months
Client Relationship Specialist
Jan 2018 - Jun 2020 · 2 years and 5 months
Company Details
10000+ Employees
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
Year Founded
1973
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
3000 Schwab Way Westlake, Texas 76262, US
Keywords
BrokerageBankingFinancial ConsultingFinancial Products and ServicesPortfolio ManagementAdvisor ServicesRetirement Plan ServicesSpecialty Brokerage ServicesMutual Fund Clearing Services
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