Senior Team Manager High Net Worth
Current
May 2020 - Present
AeroLeads people directory · profile
Dan Rees Email & Phone Number
Senior Team Manager High Net Worth
at
Charles Schwab
2 work emails found
@schwab.com
5 phones found area 402 and 712
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Team Manager High Net Worth
Location
Greater Colorado Springs Area, United States, United States
Company size
Who is Dan Rees? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dan Rees is listed as Senior Team Manager High Net Worth at Charles Schwab, a company with 20505 employees, based in Greater Colorado Springs Area, United States, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 402, 712, and a matched LinkedIn profile for Dan Rees.
Dan Rees previously worked as Manager Specialized Member Services Complex Trading and Fixed Income at Usaa and Senior Brokerage Trading at Usaa. Dan Rees holds Bachelor Of Business Administration (B.B.A.), Human Resources Management And Services from Wayne State College.
Company email context
Email format at Charles Schwab
This section adds company-level context without repeating Dan Rees's masked contact details.
{first}.{last}@schwab.com
92% confidence
AeroLeads found 2 current-domain work email signals for Dan Rees. Compare company email patterns before reaching out.
Profile bio
About Dan Rees
Experienced Member Services Leader with a demonstrated history of working in the financial services industry. Skilled in AAMS, CRPC, Series 7, Series 24, Series 53, Series 51, Series 63 and Series 65. Strong finance professional with a Bachelor of Business Administration (B.B.A.) focused in Human Resources Management and Services from Wayne State College.
Listed skills include Series 7, Series 24, Series 53, Series 63, and 4 others.
Current workplace
Dan Rees's current company
Company context helps verify the profile and gives searchers a useful next step.
Charles Schwab
9 roles
Dan Rees work experience
A career timeline built from the work history available for this profile.
Manager Specialized Member Services Complex Trading And Fixed Income
Senior Brokerage Trading
Brokerage Trading Specialist I
Usaa
Specialized Member Services Investments I
Manager Specialized Members Services Complex Trading And Fixed Income
Manager Specialized Memeber Services And Brokerage Trading
Jul 2016 - May 2020
Analyst Ii-Ira Distribution Research
Mar 2007 - Mar 2011
Client Services Representative
May 2006 - Mar 2007
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 20505 employees →
JI
Jessica Iskrzycki
Colleague at Charles SchwabChicago, Illinois, United States, United States
View →
JW
Joe Woods
Colleague at Charles SchwabScottsdale, Arizona, United States, United States
View →
BA
Braiden Albrecht-Reed
Colleague at Charles SchwabDenver Metropolitan Area, United States, United States
View →
MO
Mark Olson
Colleague at Charles SchwabPapillion, Nebraska, United States, United States
View →
PP
Padmashree Patil
Colleague at Charles SchwabAustin, Texas, United States, United States
View →
DG
Dev Gupta
Colleague at Charles SchwabAustin, Texas, United States, United States
View →
NP
Nathan Peyer
Colleague at Charles SchwabDenver Metropolitan Area, United States
View →
JL
Jerry Lindsay
Colleague at Charles SchwabOmaha, Nebraska, United States, United States
View →
PS
Peter Shim
Colleague at Charles SchwabUnited States, United States
View →
DH
Dolores Heaton
Colleague at Charles SchwabTampa, Florida, United States, United States
View →
Jessica Iskrzycki
Colleague at Charles SchwabChicago, Illinois, United States, United States
View →
JW
Joe Woods
Colleague at Charles SchwabScottsdale, Arizona, United States, United States
View →
BA
Braiden Albrecht-Reed
Colleague at Charles SchwabDenver Metropolitan Area, United States, United States
View →
MO
Mark Olson
Colleague at Charles SchwabPapillion, Nebraska, United States, United States
View →
PP
Padmashree Patil
Colleague at Charles SchwabAustin, Texas, United States, United States
View →
DG
Dev Gupta
Colleague at Charles SchwabAustin, Texas, United States, United States
View →
NP
Nathan Peyer
Colleague at Charles SchwabDenver Metropolitan Area, United States
View →
JL
Jerry Lindsay
Colleague at Charles SchwabOmaha, Nebraska, United States, United States
View →
PS
Peter Shim
Colleague at Charles SchwabUnited States, United States
View →
DH
Dolores Heaton
Colleague at Charles SchwabTampa, Florida, United States, United States
View →
1 education record
Dan Rees education
FAQ
Frequently asked questions about Dan Rees
Quick answers generated from the profile data available on this page.
What company does Dan Rees work for?
Dan Rees works for Charles Schwab.
What is Dan Rees's role at Charles Schwab?
Dan Rees is listed as Senior Team Manager High Net Worth at Charles Schwab.
What is Dan Rees's email address?
AeroLeads has found 2 work email signals at @schwab.com for Dan Rees at Charles Schwab.
What is Dan Rees's phone number?
AeroLeads has found 5 phone signal(s) with area code 402, 712 for Dan Rees at Charles Schwab.
Where is Dan Rees based?
Dan Rees is based in Greater Colorado Springs Area, United States, United States while working with Charles Schwab.
What companies has Dan Rees worked for?
Dan Rees has worked for Charles Schwab, Usaa, Securities America, Inc. Member Finra/Sipc, and Td Ameritrade.
Who are Dan Rees's colleagues at Charles Schwab?
Dan Rees's colleagues at Charles Schwab include Jessica Iskrzycki, Joe Woods, Braiden Albrecht-Reed, Mark Olson, and Padmashree Patil.
How can I contact Dan Rees?
You can use AeroLeads to view verified contact signals for Dan Rees at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Dan Rees attend?
Dan Rees holds Bachelor Of Business Administration (B.B.A.), Human Resources Management And Services from Wayne State College.
What skills is Dan Rees known for?
Dan Rees is listed with skills including Series 7, Series 24, Series 53, Series 63, Series 51, Series 65, Aams, and Crpc.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Dan Rees you were looking for.
View similar profiles
