Daniela Lee

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 888-367-5198

Financial credentials

  • Series 7, 63, 66 Securities Licenses

Experience

10 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2022-present
  • Sr. Associate Private Client Advisor, Charles Schwab, 2021-2022
  • Client Relationship Specialist, Charles Schwab, 2019-2021
  • Financial Service Professional, Charles Schwab, 2018-2019
  • Associate Financial Service Professional, Charles Schwab, 2017-2018
  • Personal Banker, Integrity Bank and Trust, 2017-2017

Education

  • Bachelor's Degree, Business Administration and Management in Finance

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