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 @ Charles Schwab
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2012 - 2020 Relationship Manager, Designated Brokerage Services @ TD Ameritrade
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2011 - 2012 Investment Consultant @ TD Ameritrade
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2010 - 2011 District Manager @ ADP
2005 - 2009 Financial Planning Consultant @ Fidelity Investments
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2004 - 2004 Financial Consultant @ Linsco/Private Ledger
2000 - 2004 401k Retirement Specialist @ National Financial, a Fidelity Investments Company
1997 - 2000 401k Plan Administrator @ Putnam Investments
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1994 - 1996 Supervisor, Registered Representative @ Foresters Financial Services
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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

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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 2 emails and 1 mobile phone numbers on RocketReach.

Dan Trainor Emails

Found 2 emails

Dan Trainor Phone Numbers

Found 3 phone numbers

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