Daniel A. Sullivan

VP - Financial Consultant

+1 833-844-0035

Financial credentials

  • Series 7, 63, 66 Securities Licenses

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Financial Advisor, Morgan Stanley, 2015-2022
  • Client Service Associate, Morgan Stanley, 2014-2015
  • Equities Trading Assistant, Shearman Ralston Inc., 2013-2014

Education

  • BA, Economics, Communication, State University of New York at Albany

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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