Dan Trainor Email & Phone Number
Strategic Account Manager @ Charles Schwab
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Dan Trainor Location
- New York, NY, US
Dan Trainor Work
- Strategic Account Manager @ (October 2020 - Present)
- Relationship Manager, Designated Brokerage Services @ (October 2012 - October 2020)
- Investment Consultant @ (February 2011 - October 2012)
- District Manager @ (January 2010 - February 2011)
- Financial Planning Consultant @ (January 2005 - February 2009)
- Financial Consultant @ Linsco/Private Ledger (March 2004 - August 2004)
- 401k Retirement Specialist @ National Financial, a Fidelity Investments Company (April 2000 - February 2004)
- 401k Plan Administrator @ (February 1997 - April 2000)
- Supervisor, Registered Representative @ (February 1994 - December 1996)
Dan Trainor Education
- Saint Anselm College
Bachelor of Arts (History)
1989-1993
Dan Trainor Skills
- Institutional Sales
- Relationship Management
- Series 7
- Strategic Financial Planning
- Retirement Planning
- Investment Advisory
Dan Trainor Summary
- Dan Trainor, based in New York, NY, US, is currently a Strategic Account Manager at Charles Schwab. Dan Trainor brings experience from previous roles at TD Ameritrade, ADP and Fidelity Investments. Dan Trainor holds a 1989 - 1993 Bachelor of Arts in History @ Saint Anselm College. With a robust skill set that includes Institutional Sales, Relationship Management, Series 7, Strategic Financial Planning, Retirement Planning and more. Dan Trainor has 3 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Dan Trainor?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co