Danny Schwartze

Technology Engineer at Schwab Advisor Services
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Contact Information
us****@****om
(386) 825-5501
Location
US
Skills

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Credentials

  • Series 66 Certification
    FINRA (Financial Industry Regulatory Authority)
    Nov, 2017
    - Nov, 2024
  • Series 63 Certification
    Financial Industry Regulatory Authority (FINRA)
    Mar, 2017
    - Nov, 2024
  • Series 7 Certification
    Financial Industry Regulatory Authority (FINRA)
    Oct, 2016
    - Nov, 2024

Experience

  • Schwab Advisor Services
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Technology Engineer
      • Jul 2014 - Present

      I work as part of a Business Development team and am responsible for assisting prospective Schwab Advisors by guiding qualified prospects through the various technology solutions required to run an RIA office. My responsibilities include serving as a technology consultant and thought partner while highlighting the strengths of the RIA world. I help simplify an advisor’s technology decisions and help provide solutions that highlight Schwab’s commitment to the RIA space allowing the advisor to grow, compete, and succeed in the marketplace. .

Education

  • University of Missouri-Kansas City
    Bachelor of Business Administration (B.B.A.), Finance and Economics
    2001 - 2005

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