Daniel Agostinelli Email
Senior Team Manager @ Schwab Advisor Services
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Daniel Agostinelli Location
- Roanoke, TX, US
Daniel Agostinelli Work
- Senior Team Manager @ (March 2024 - Present)
- Team Manager @ (October 2022 - March 2024)
- Senior Relationship Manager @ (November 2021 - October 2022)
- Relationship Manager II @ (May 2020 - November 2021)
- Relationship Manager @ (September 2019 - April 2020)
- Investment Consultant @ (January 2014 - August 2015)
Daniel Agostinelli Education
- CUNY School of Professional Studies
Business Administration and Management (General)
2018-2019 - Suffolk County Community College
Associate's degree (General Studies)
2010-2016
Daniel Agostinelli Skills
- Communication
- Customer Relationship Management (CRM)
- Customer Service
- Financial Analysis
- Financial Services
- Organization Skills
- Relationship Building
- Security
- Team Leadership
Daniel Agostinelli Summary
- Daniel Agostinelli, based in Roanoke, TX, US, is currently a Senior Team Manager at Schwab Advisor Services. Daniel Agostinelli brings experience from previous roles at TD Ameritrade Institutional. Daniel Agostinelli holds a 2018 - 2019 Business Administration and Management in General @ CUNY School of Professional Studies. With a robust skill set that includes Communication, Customer Relationship Management (CRM), Customer Service, Financial Analysis, Financial Services and more. Daniel Agostinelli has 2 emails on RocketReach.
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