Daniel Weiss Email & Phone Number
Director, Investment Due Diligence @ Charles Schwab
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Daniel Weiss Location
- Atlanta, GA, US
Daniel Weiss Work
- 2022 -now Director, Investment Due Diligence @
- 2006 -2026 Adjunct Professor - Business and Finance @ Purdue University Global (f.k.a. Kaplan University)
- 2018 -2022 SVP, Investment Product Due Diligence @ Osaic
- 2011 -2018 Vice President - Head of Investment Due Diligence and Research @
- 2012 -2017 Adjunct Professor - Finance and Investments @
- 2008 -2011 AVP- Head of Investment Research @ National Planning Holdings
- 2008 -2010 Director, Due Diligence @
- 2007 -2008 Investment Director @
- now Sr Research Analyst @
- now Senior Investment Officer @
- 2006 -2007 Sr Research Analyst @
- 2004 -2006 Senior Investment Officer @
- now Manager, Investments @
- 2001 -2004 Manager, Investments @
- now Manager, Private Equity and Strategic Partnerships @
- now International Economist @
- 2000 -2002 Manager, Private Equity and Strategic Partnerships @
- now Research Analyst @
- 1999 -2000 International Economist @
- 2018 -2022 SVP, Investment Product Due Diligence @
- 1996 -1999 Research Analyst @
- now AVP- Head of Investment Research @ National Planning Holdings
Daniel Weiss Education
- University of Maryland
B.S. (Finance)
- University of Maryland
Masters (International Finance)
Daniel Weiss Skills
- Alternative Investments
- Leadership
- Financial Advisory
- Public Speaking
- Economics
- Fixed Income
- Corporate Finance
- Portfolio Management
- Caia
- Investments
- Finance
- Institutional Investments
- Asset Allocation
- Investment Advisory
- Financial Services
- Equities
- Mutual Funds
- Equity Research
- Strategic Financial Planning
- Investment Strategies
- Emerging Markets
- Marketing
- Asset Management
- Series 24
- Private Equity
- Investment Banking
- Project Management
- Due Diligence
- Retirement
- Analysis
- Series 7
- Securities
- Financial Markets
- Investment Management
- Investment Research
- Equity
- Income
Daniel Weiss Summary
- Daniel Weiss, based in Atlanta, GA, US, is currently a Director, Investment Due Diligence at Charles Schwab. Daniel Weiss brings experience from previous roles at Purdue University Global (f.k.a. Kaplan University), Osaic, National Planning Holdings (NPH) and College for Financial Planning. Daniel Weiss holds a B.S. in Finance @ University of Maryland. With a robust skill set that includes Alternative Investments, Leadership, Financial Advisory, Public Speaking, Economics and more. Daniel Weiss has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Daniel Weiss?
Find contact details for 700 million professionals.
Others Named Daniel Weiss
Daniel Weiss
Chief Advocacy Officer
Washington, DC, US
Daniel Weiss
Vice President of Engineering
Lafayette, CO, US
Daniel Weiss
CEO
Skokie, IL, US
Daniel Weiss
President
Solana Beach, CA, US
Daniel Weiss
Head Group Treasury
Basel, BS, CH
Daniel Weiss
Chief Executive Officer
San Diego, CA, US
Daniel Weiss
Vice President Supply Chain Management
Biberach, BW, DE
Daniel Weiss
Founder and Attorney
Miami, FL, US
Top Charles Schwab Employees
Jeff Starr
Managing Director
Dallas, TX, US
Kathie Chao
Managing Director, Wealth Offers, Operations, and Strategy
San Francisco, CA, US
Jonathan Craig
Managing Director, Head of Retail Investing
San Francisco, CA, US
Rob Morrissey
Founder
Omaha, NE, US
Jeff Edwards
Managing Director and Bank CFO
Texas, United States
Stacy Hammond
Chief Marketing Officer
California, United States
Christopher Johnson
Managing Director, Global Head of Trading
Jersey City, NJ, US
Andrew D'Anna
Chief Operating Officer, Retail
Texas, United States
Jon Beatty
Chief Operating Officer
Texas, United States
Jeff Houdek
Founder and CEO at JJH Investing
Appleton, WI, US
Omar Aguilar
Chief Executive Officer, Schwab Asset Management
San Francisco, CA, US
Rick Wurster
President and Chief Executive Officer, The Charles Schwab Corporation
Texas, United States
Ama Nyarku
Senior Manager, Asset Management Integration
United States
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co