Daniel Schwartz Email & Phone Number
Regional Vice President - New Client Development @ Wealth Enhancement Group
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Daniel Schwartz Location
- Charlotte, NC, US
Daniel Schwartz Work
- 2025 -now Regional Vice President - New Client Development @
- 2022 -2025 Divisional Director - Southeast @
- 2020 -2022 Wealth Advisor Consultant @
- 2018 -2020 Regional Director @
- 2014 -2020 Vice President, Sales Director @
- 2010 -2020 Sales Director @
- 2007 -2010 Senior Internal Wholesaler @ Western & Southern Financial Group
- 2006 -2007 Financial Advisor @ Ameriprise Financial Services, Inc.
- 2005 -2006 Senior Trainer and Installation Specialist @ TechTeam Global
Daniel Schwartz Education
- Michigan State University - The Eli Broad Graduate School of Management
BA (Hosp Business)
1997-2001
Daniel Schwartz Skills
- Asset Managment
- Mutual Funds
- Series 7
- Strategic Financial Planning
- Series 63
- Investment Advisory
- Wealth Management
- Retirement Planning
- Uniform Combined State Law
- Business Development
- Marketing
- Customer Service
- Wrap Accounts
- Separately Managed Accounts
Daniel Schwartz Summary
- Daniel Schwartz, based in Charlotte, NC, US, is currently a Regional Vice President - New Client Development at Wealth Enhancement. Daniel Schwartz brings experience from previous roles at Nuveen, a TIAA company, Nuveen and Legg Mason (Acquired by Franklin Templeton). Daniel Schwartz holds a 1997 - 2001 BA in Hosp Business @ Michigan State University - The Eli Broad Graduate School of Management. With a robust skill set that includes Asset Managment, Mutual Funds, Series 7, Strategic Financial Planning, Series 63 and more. Daniel Schwartz has 2 emails and 3 mobile phone numbers on RocketReach.
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