Daniel Hellman, CFP®
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 800-990-3323Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 66 Securities Licenses
Experience
9 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2020-present
- Associate Financial Services Professional, Charles Schwab, 2015-2015
- Financial Services Professional, Charles Schwab, 2015-2016
- Sr Specialist, High Net Worth Representative, Charles Schwab, 2016-2017
- Investment Consultant, Charles Schwab, 2017-2019
Education
- BA, Environmental Policy and Analysis, Middlebury College
Personal interests and affiliations
- Dissipated Eight Alumni Association