Daniel Kriz, MBA

VP - Financial Consultant

+1 216-360-4217

Financial credentials

  • Master in Business Administration
  • Series 7, 24, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

15 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Senior Financial Consultant, TD Ameritrade, 2019-2022
  • Branch Manager, TD Ameritrade, 2018-2019
  • Financial Consultant, TD Ameritrade, 2018-2018
  • Investment Consultant, Scottrade, 2010-2018
  • Intern, Scottrade, 2008-2010

Education

  • Bachelor of Science, Economics, John Carroll University
  • Master of Business Administration, International Business, John Carroll University

Standard mailing address:

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

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