Dan Alexander Email & Phone Number
VP Financial Consultant @ Charles Schwab
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Dan Alexander Location
- Atlanta, GA, US
Dan Alexander Work
- VP Financial Consultant @ (May 2017 - Present)
- Financial Consultant @ (January 2014 - February 2018)
- Investments Representative @ (January 2012 - January 2014)
Dan Alexander Education
- The University of Toledo
Bachelor's degree (Accounting and Finance)
2003-2007
Dan Alexander Skills
- Strategic Planning
- Financial Planning
- Financial Services
- Wealth Management
- Retirement Planning
- Management
- Customer Service
- Leadership
- Mutual Funds
- Investments
Dan Alexander Summary
- Dan Alexander, based in Atlanta, GA, US, is currently a VP Financial Consultant at Charles Schwab. Dan Alexander brings experience from previous roles at Fidelity Investments. Dan Alexander holds a 2003 - 2007 Bachelor's degree in Accounting and Finance @ The University of Toledo. With a robust skill set that includes Strategic Planning, Financial Planning, Financial Services, Wealth Management, Retirement Planning and more. Dan Alexander has 3 emails and 1 mobile phone numbers on RocketReach.
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