Neil Daniel's Location
Fort Worth, TX, US
Neil Daniel's Work
- Senior Manager SPWS Onboarding @ Charles Schwab
- Team Manager, New Client Development Group @ TD Ameritrade
- Service Team Manager @ TD Ameritrade
- Sr Instructor Retail Sales @ TD Ameritrade
- Senior Financial Consultant @ TD Ameritrade
- Investment Managment Services @ TD Ameritrade
Neil Daniel's Education
- Texas Christian University
Bachelor of Business Administration (BBA) (Finance, General)
2005 - 2009
Neil Daniel's Skills
- Investments
- Finance
- Financial Services
- Financial Planning
- Wealth Management
- Retirement Planning
- Training Facilitation
- Public Speaking
- Leadership Development
- 401 Retirement Savings Plans
Neil Daniel's Summary
Neil Daniel, based in Fort Worth, TX, US, is currently a Senior Manager SPWS Onboarding at Charles Schwab, bringing experience from previous roles at TD Ameritrade. Neil Daniel holds a 2005 - 2009 Bachelor of Business Administration (BBA) in Finance, General @ Texas Christian University. With a robust skill set that includes Investments, Finance, Financial Services, Financial Planning, Wealth Management and more, Neil Daniel contributes valuable insights to the industry. Neil Daniel has 3 emails on RocketReach.
Not the Neil Daniel you were looking for?
Find contact details for 700 million professionals.
Others Named Neil Daniel
-
22
-
11
-
2
-
32
-
1
-
2
-
44
-
21
Top Charles Schwab Employees
-
ViewOmar Aguilar
Chief Executive Officer, Schwab Asset Management at Charles Schwab
San Francisco, CA, US22 -
View
Neesha Hathi
Managing Director, Head of Wealth and Advice Solutions at Charles Schwab
San Francisco, CA, US5+5+ -
View
Clyde Langley
Managing Director - Financial Crimes Risk Management at Charles Schwab
San Francisco, CA, US14 -
13
-
15
-
3
-
ViewKara Suro
Managing Director, Financial Crimes Risk Management at Charles Schwab
San Francisco, CA, US44 -
11
-
11
-
25
-
32
-
View
Michael Schwartz
Managing Director, Software Development & Engineering at Charles Schwab
San Francisco, California, United States5+5+ -
43
-
View
Michael Hecht
SVP, Corporate Development, Planning and Strategy at Charles Schwab
Alamo, California, United States32 -
21
-
ViewCatherine Golladay
Managing Director, Head of Schwab Workplace Financial Services at Charles Schwab
Richfield, Ohio, United States25+ -
View
Jonathan Craig
Managing Director, Head of Investor Services and Marketing at Charles Schwab
San Francisco, CA, US35+ -
View
Eliel Johnson
Managing Director and Head of User Experience Design and Research at Charles Schwab
California, United States5+5+ -
5+5+
-
2
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
