Danielle Starling, CFP®
VP- Sr. Financial Consultant at Charles Schwab
📍 Greater Orlando, 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
19 Years
Current Role
VP- Sr. Financial Consultant
Job Level
Leadership
Location
Greater Orlando, United States
Personality Overview
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Priorities
Topics Danielle cares about
Strategic Priorities
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Career
Work history
10-2017
VP- Sr. Financial Consultant
Charles Schwab
10-2017 - 5-2024
VP- Financial Consultant
TD Ameritrade
4-2016 - 7-2017
Assistant Vice President, Financial Solutions Advisor
Bank of America Merrill Lynch
10-2013 - 3-2016
Financial Advisor
PNC
2-2009 - 10-2013
Financial Specialist II
PNC
In the press
Media appearances
Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2020 - 10-2022
Certified Financial Planner Designation
College for Financial Planning
2010 - 2015
Bachelor of Applied Science (BASc)
Palm Beach State College
Social presence
Other Charles Schwab Employees
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