Dana LoMonaco

VP - Financial Consultant

+1 610-263-3037

Financial credentials

  • Series 7, 63, 65 Securities Licenses

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Advisory Consultant, Janney Montgomery Scott, LLC, 2018-2022
  • Client Relationship Specialist, The Vanguard Group, 2017-2018

Education

  • B.S., Animal Science, University of Kentucky

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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