Daniel d'Elia Email & Phone Number
Vice President, Financial Consultant @ Charles Schwab
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Daniel d'Elia Location
- New York, NY, US
Daniel d'Elia Work
- 2022 -now Vice President, Financial Consultant @
- 2021 -2022 Investment Consultant @
- 2019 -2021 Investment Consultant @
- 2016 -2019 Relationship Manager @
- 2014 -2016 Financial Representative @
- 2014 -2014 Research Assistant @
Daniel d'Elia Education
- The College of New Jersey
Bachelor of Science (Finance Major, Communication Studies Minor; Liberal Arts Education)
2010-2014
Daniel d'Elia Skills
- Relationship Building
- Sales Processes
- Social Media
- Event Planning
- CRM
- Customer Service
- Public Speaking
- Teamwork
- Microsoft Excel
- PowerPoint
- Microsoft Word
- Microsoft Office
- Series 7
- Series 63
- Bloomberg Terminal
- Life Insurance
Daniel d'Elia Summary
- Daniel d'Elia, based in New York, NY, US, is currently a Vice President, Financial Consultant at Charles Schwab. Daniel d'Elia brings experience from previous roles at Fidelity Investments. Daniel d'Elia holds a 2010 - 2014 Bachelor of Science in Finance Major, Communication Studies Minor; Liberal Arts Education @ The College of New Jersey. With a robust skill set that includes Relationship Building, Sales Processes, Social Media, Event Planning, CRM and more. Daniel d'Elia has 3 emails on RocketReach.
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