Danielle Schulman

VP - Branch Manager

Representative for clients not served by a local Schwab branch.

+1 602-355-3447

Financial credentials

  • Series 6, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

17 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2016-present
  • Associate Financial Consultant, Charles Schwab & Co., 2016-2016
  • Investment Consultant, Charles Schwab & Co., 2010-2015
  • Electronic Acquisition Specialist, Charles Schwab & Co., 2008-2010
  • Registered Representative, Charles Schwab & Co., 2007-2008

Education

  • Arizona State University, Tempe, AZ
  • Bachelor of Interdisciplinary Studies, Business and Communication

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