Vice President - Financial Consultant @ (May 2021 - March 2026)
Investment Consultant @ (May 2020 - May 2021)
Financial Consultant Partner @ (November 2019 - May 2020)
Client Relationship Specialist @ (June 2018 - October 2019)
Licensed Personal Banker @ (November 2017 - May 2018)
Personal Banker @ (September 2016 - October 2017)
Customer Service and Sales Representative @ (July 2015 - August 2016)
Bank Teller @ (December 2014 - June 2015)
Shift Manager @ (May 2014 - February 2015)
Delivery Driver @ (September 2013 - May 2014)
Daniel Osorio Education
Southern New Hampshire University
Bachelor of Science - BS (Business Administration and Management, Finance)
2019-2019
California State Polytechnic University-Pomona
Bachelor of Science - BS (Business/Finance)
2013-2018
El Rancho High School
High School Diploma
2013
Daniel Osorio Summary
Daniel Osorio, based in Torrance, CA, US, is currently a Vice President - Senior Financial Consultant at Charles Schwab. Daniel Osorio brings experience from previous roles at Charles Schwab and Fidelity Investments. Daniel Osorio holds a 2019 - 2019 Bachelor of Science - BS in Business Administration and Management, Finance @ Southern New Hampshire University. Daniel Osorio has 2 emails and 1 mobile phone numbers on RocketReach.
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