Daniel Devine

VP - Financial Consultant

+1 212-294-2985

Financial credentials

  • Series 7, 63, 66 Securities Licenses

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Private Client Investment Consultant, TD Ameritrade, 2021-2022
  • Senior Financial Consultant, TD Ameritrade, 2013-2021
  • Institutional Equity Sales, Gabelli & Company, 2007-2013
  • Marketing & Digital Media Producer, Gamco Investors, 2007-2013

Education

  • Bachelor of Arts with Distinction, Fordham University
  • Honors Program, American Studies

Personal interests and affiliations

  • Manhattan Community Board Six (2012-2022)
  • Harlem School of the Arts, Young Patrons
  • The Apollo Theater, Junior Board
  • US Coast Guard Captain (Former Licensed)

Standard mailing address:

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

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