Daniel Pak (AAMS®) in

Daniel Pak (AAMS®)

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Senior Specialist (POCA), Managed Investing Services at Charles Schwab
📍 Aurora, Colorado, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
7 Years
Current Role
Senior Specialist (POCA), Managed Investing Services
Job Level
Junior
Location
Aurora, Colorado, United States
Personality Overview

How Daniel shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Daniel cares about

Strategic Priorities
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Career

Work history

12-2024
Senior Specialist (POCA), Managed Investing Services
Charles Schwab
7-2024 - 12-2024
Specialist, Managed Investing Services
Charles Schwab
1-2024 - 7-2024
Specialist, Schwab Private Client Services
Charles Schwab
6-2023 - 12-2023
Specialist, Financial Services Representative
Charles Schwab
4-2022 - 6-2023
Associate, Financial Services Representative
Charles Schwab
In the press

Media appearances

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Education
6-2023 - 6-2024
General Studies
Southern New Hampshire University
2017 - 2017
Full Stack JavaScript Web Development
V School
2016 - 2017
Python
Codecademy
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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