Daniel Schwartz Email & Phone Number
Regional Vice President - New Client Development
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Daniel Schwartz Location
- Charlotte, NC, US
Daniel Schwartz Work
- Regional Vice President - New Client Development @ Wealth Enhancement (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
- Business Development
- Business Relationship Management
- Capital Markets
- Client Services
- Consultative Selling
- Customer Relationship Management (CRM)
- Direct Sales
- External sales
- Financial Advisory
- Financial Services
- Investment Advisory
- Investments
- Management
- Mutual Funds
- Presentations
- Relationship Building
- Relationship Marketing
- Retirement Planning
- SMA
- Sales
- Sales Leadership
- Sales Management
- Sales Processes
- Sales and Marketing
- Separately Managed Accounts
- Series 63
- Series 7
- Strategic Financial Planning
- Wealth Management
- Wrap Accounts
- Uniform Combined State Law
- Marketing
- Customer Service
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, Business Development, Business Relationship Management, Capital Markets, Client Services and more. Daniel Schwartz has 1 emails and 3 mobile phone numbers on RocketReach.
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