Dan Meyer
Director - Schwab Private Wealth Services
- Role
- Director - Schwab Private Wealth Services at Charles Schwab
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Dan Meyer
Experienced people leader with a demonstrated history of working in the financial…
Experience
Director - Schwab Private Wealth Services
Jul 2022 — Present · Omaha, NE, US
Education
University of Nebraska-Lincoln
Bachelor's Degree of Science, Economics
1995 — 1998
Skills
- Series 63
- Uniform Combined State Law
- Leadership
- Series 7
- Securities Regulation
- Securities
- Series 4
- Series 66
- Mutual Funds
- Management
- Equities
- Financial Services
- Finance
- Wealth Management
- Trading
- Customer Service
- Finra
- Series 24
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