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Daniel Roberts

Sr. Product Manager - Alternative Investments & Structured Products at Charles Schwab
New York, New York, United States

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Work Experience

Charles Schwab

Sr. Manager - Alternative Investments & Structured Products

2023-03-01 - Present

TD Ameritrade

Manager - Sr. Fixed Income Specialist

2015-07-01 - 2021-01-01

Scottrade

Investment Consultant

2010-12-01 - 2013-09-01

Merrill Lynch

Financial Advisor

2009-01-01 - 2010-12-01

Jefferies

Credit Analyst

2008-09-01 - 2009-01-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English