Daniela Lee Location
Monument, CO, US
Daniela Lee Work
- 2022 - now VP, Financial Consultant @ Charles Schwab
- 2021 - now Senior Associcate Private Client Advisor @ Charles Schwab
- 2019 - 2021 Client Relationship Specialist @ Charles Schwab
- 2018 - 2019 Financial Services Professional @ Charles Schwab
- 2017 - 2018 Associate Financial Service Professional @ Charles Schwab
- 2017 - 2017 Personal Banker @ Integrity Bank & Trust
- 2014 - 2015 Bank Teller @ Coastal Bank and Trust (Synovus Financial)
- 2014 - 2014 Customer Service Representative @ Skin and Nail Boutique
- 2013 - 2013 Merchandiser and Marketing @ Eurpac Warehouse Sales
- 2011 - 2012 Department Manager @ Emporium The Loft
Daniela Lee Education
- University of Phoenix
Bachelor's Degree (Business Administration and Management, Finance)
2014 - 2018 - Berufsschule Bad Kreuznach
Certificate (Retail Service Specialist)
2001 - 2004
Daniela Lee Skills
- Customer Service
- Microsoft Office
- Sales
- Microsoft Excel
- Marketing
- Leadership
- Microsoft Word
- Project Management
- Customer Relations
- Merchandising
Daniela Lee Summary
Daniela Lee, based in Monument, CO, US, is currently a VP, Financial Consultant at Charles Schwab. Daniela Lee brings experience from previous roles at Charles Schwab. Daniela Lee holds a 2014 - 2018 Bachelor's Degree in Business Administration and Management, Finance @ University of Phoenix. With a robust skill set that includes Customer Service, Microsoft Office, Sales, Microsoft Excel, Marketing and more. Daniela Lee has 1 emails and 1 mobile phone numbers on RocketReach.
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