Dan Trainor Email & Phone Number
Strategic Account Manager @ Charles Schwab
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Dan Trainor Location
- New York, NY, US
Dan Trainor Work
- 2020 -now Strategic Account Manager @
- 2012 -2020 Relationship Manager, Designated Brokerage Services @
- 2011 -2012 Investment Consultant @
- 2010 -2011 District Manager @
- 2005 -2009 Financial Planning Consultant @
- 2004 -2004 Financial Consultant @ Linsco/Private Ledger
- 2000 -2004 401k Retirement Specialist @ National Financial, a Fidelity Investments Company
- 1997 -2000 401k Plan Administrator @
- 1994 -1996 Supervisor, Registered Representative @
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.
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