Daniel J. Williamson, CFP®
Vice President - Sr. Financial Consultant at Charles Schwab
📍 Los Gatos, California, United States
Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.
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Experience
18 Years
Current Role
Vice President - Sr. Financial Consultant
Job Level
Leadership
Location
Los Gatos, California, United States
Personality Overview
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Priorities
Topics Daniel cares about
Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Career
Work history
5-2012
Vice President - Sr. Financial Consultant
Charles Schwab
11-2010 - 2-2012
Account Executive
Fidelity Investments
10-2009 - 11-2010
Investment Representative
Fidelity Investments
3-2008 - 10-2009
Financial Representative
Fidelity Investments
4-2006 - 11-2007
Administrative Assistant
Ronald J. Phillips Insurance Services, Inc.
In the press
Media appearances
Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2005 - 2007
Bachelor's degree
San José State University
2003 - 2005
Associate's degree
Cabrillo College
Social presence
Other Charles Schwab Employees
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