Daniel Schwartz Email & Phone Number
Regional Vice President - New Client Development @ Wealth Enhancement Group
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Daniel Schwartz Location
- Charlotte, NC, US
Daniel Schwartz Work
- Regional Vice President - New Client Development @ (June 2025 - Present)
- Divisional Director - Southeast @ (August 2022 - February 2025)
- Wealth Advisor Consultant @ (October 2020 - October 2022)
- Regional Director @ (March 2018 - October 2020)
- Vice President, Sales Director @ (November 2014 - October 2020)
- Sales Director @ (November 2010 - October 2020)
- Senior Internal Wholesaler @ Western & Southern Financial Group (October 2007 - May 2010)
- Financial Advisor @ Ameriprise Financial Services, Inc. (October 2006 - October 2007)
- Senior Trainer and Installation Specialist @ TechTeam Global (May 2005 - October 2006)
Daniel Schwartz Education
- Michigan State University - Eli Broad College of Business
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 and Legg Mason (Acquired by Franklin Templeton). Daniel Schwartz holds a 1997 - 2001 BA in Hosp Business @ Michigan State University - Eli Broad College of Business. 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.
Looking for a different Daniel Schwartz?
Find contact details for 700 million professionals.
Others Named Daniel Schwartz
Top Wealth Enhancement Group Employees
Debbie Grose
Senior Vice President
Folsom, CA, US
Dan Stampf
Chief Product Officer
Laguna Niguel, CA, US
Kelly Windorski
Chief Financial Officer
Saint Paul, MN, US
Dawn Elmore
Chief People and Productivity Officer
Orange Park, FL, US
Jake Marshall
Managing Director
Great Neck, NY, US
Neil Leonard
SVP, Performance Marketing and Analytics
San Francisco, CA, US
Michael Sadoff
Senior Vice President, Financial Advisor
Milwaukee, WI, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co