Lee Ann Dansby, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 720-250-6674

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses

Experience

25 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Sr. Financial Consultant Partner, Charles Schwab, 2019-2021
  • Client Relationship Manager, Charles Schwab, 2012-2019
  • Sr Client Relationship Specialist, Charles Schwab, 2006-2012
  • Sr. Client Banking Specialist, Charles Schwab, 2002-2006
  • Registered Representative, Charles Schwab, 1999-2002

Education

  • University of Colorado - Boulder
  • Bachelors of Science in Business Administration
  • Major: Marketing

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