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Caleb Kiser Email & Phone Number
New Client Investment Consultant
at
Charles Schwab
1 work email found
@schwab.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
New Client Investment Consultant
Location
Roanoke, Texas, United States
Company size
Who is Caleb Kiser? Overview
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Quick answer
Caleb Kiser is listed as New Client Investment Consultant at Charles Schwab, a company with 33019 employees, based in Roanoke, Texas, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for Caleb Kiser.
Caleb Kiser previously worked as New Client Services at Charles Schwab and Financial Services Representative at Charles Schwab. Caleb Kiser holds Bachelor Of Business Administration - Bba, Marketing And Finance from Midwestern State University.
Company email context
Email format at Charles Schwab
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{first}.{last}@schwab.com
89% confidence
AeroLeads found 1 current-domain work email signal for Caleb Kiser. Compare company email patterns before reaching out.
Profile bio
About Caleb Kiser
Innovative, communicative, problem-solving college student with two years of marketing experience for Midwestern State University. Led over 200 tours to potential students and families while learning how to investigate and target students’ interests.
Listed skills include Volunteering, Public Speaking, Guided Tours, Visitor Experience, and 1 others.
Current workplace
Caleb Kiser's current company
Company context helps verify the profile and gives searchers a useful next step.
Charles Schwab
7 roles
Caleb Kiser work experience
A career timeline built from the work history available for this profile.
New Client Services
CurrentReceived Excellence in Service for Q2 2024Received 3 C’s Award for Q3 2024
Mar 2024 - Present
Financial Services Representative
Obtained SIE, Series 7, and Series 63In order to create and maintain continuous client satisfaction, I develop special relationships with each client I speak to while resolving problems and responding to inquiries regarding their accounts and assets. Was a professional of the month for January 2024.
Feb 2023 - Mar 2024
Campus Tour Guide
Lead weekly university tours to potential students and their families.
Jan 2019 - Dec 2022
Midwestern State University Orientation Leader
Mar 2019 - Aug 2019
Finance Controller Intern
Finance intern. I work alongside accountants in the Sarbanes-Oxley Compliance Department. Led risk-control matrix for Revenue Journalization including identification of “what could go wrong” in journalizing revenue and documentation on the controls that address risksLed the ethics hotline testing with HR, Asset Protection, and Ernst & Young teams, which.
Jun 2022 - Aug 2022
President
Midwestern State University Smif
Oversaw the student managed investment fund with other classmates. As a president, I counted votes on stock recommendations and managed the stop/loss price of stocks in the portfolio. I also conducted market research and stock briefings on Microsoft and Applied Materials.
Aug 2021 - Dec 2021
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 33019 employees →
TJ
Tim Jones
Colleague at Charles Schwab
Greater Phoenix Area, United States
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LN
Lynn Nguyen
Colleague at Charles Schwab
Austin, Texas, United States, United States
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SS
Swathi Satty
Colleague at Charles Schwab
New York City Metropolitan Area, United States, United States
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SV
Sameer V
Colleague at Charles Schwab
United States, United States
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JG
Jennifer Gibson
Colleague at Charles Schwab
Denver Metropolitan Area, United States, United States
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PH
Patel, Harry
Colleague at Charles Schwab
Upland, California, United States, United States
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JR
Joe Robinson
Colleague at Charles Schwab
Orlando, Florida, United States, United States
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MP
Marjorie Padilla
Colleague at Charles Schwab
Jersey City, New Jersey, United States, United States
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TM
Thomas Monaghan
Colleague at Charles Schwab
Littleton, Colorado, United States, United States
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RG
Rajeswari Gundu
Colleague at Charles Schwab
Schaumburg, Illinois, United States, United States
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Tim Jones
Colleague at Charles Schwab
Greater Phoenix Area, United States
View →
LN
Lynn Nguyen
Colleague at Charles Schwab
Austin, Texas, United States, United States
View →
SS
Swathi Satty
Colleague at Charles Schwab
New York City Metropolitan Area, United States, United States
View →
SV
Sameer V
Colleague at Charles Schwab
United States, United States
View →
JG
Jennifer Gibson
Colleague at Charles Schwab
Denver Metropolitan Area, United States, United States
View →
PH
Patel, Harry
Colleague at Charles Schwab
Upland, California, United States, United States
View →
JR
Joe Robinson
Colleague at Charles Schwab
Orlando, Florida, United States, United States
View →
MP
Marjorie Padilla
Colleague at Charles Schwab
Jersey City, New Jersey, United States, United States
View →
TM
Thomas Monaghan
Colleague at Charles Schwab
Littleton, Colorado, United States, United States
View →
RG
Rajeswari Gundu
Colleague at Charles Schwab
Schaumburg, Illinois, United States, United States
View →
1 education record
Caleb Kiser education
FAQ
Frequently asked questions about Caleb Kiser
Quick answers generated from the profile data available on this page.
What company does Caleb Kiser work for?
Caleb Kiser works for Charles Schwab.
What is Caleb Kiser's role at Charles Schwab?
Caleb Kiser is listed as New Client Investment Consultant at Charles Schwab.
What is Caleb Kiser's email address?
AeroLeads has found 1 work email signal at @schwab.com for Caleb Kiser at Charles Schwab.
Where is Caleb Kiser based?
Caleb Kiser is based in Roanoke, Texas, United States while working with Charles Schwab.
What companies has Caleb Kiser worked for?
Caleb Kiser has worked for Charles Schwab, Midwestern State University, At&T, and Midwestern State University Smif.
Who are Caleb Kiser's colleagues at Charles Schwab?
Caleb Kiser's colleagues at Charles Schwab include Tim Jones, Lynn Nguyen, Swathi Satty, Sameer V, and Jennifer Gibson.
How can I contact Caleb Kiser?
You can use AeroLeads to view verified contact signals for Caleb Kiser at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Caleb Kiser attend?
Caleb Kiser holds Bachelor Of Business Administration - Bba, Marketing And Finance from Midwestern State University.
What skills is Caleb Kiser known for?
Caleb Kiser is listed with skills including Volunteering, Public Speaking, Guided Tours, Visitor Experience, and Storytelling.
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