Daniel Agostinelli Email & Phone Number

As a Team Manager at Charles Schwab Advisor Services, I lead and empower a team of relationship managers who provide exceptional service and support to over 7000 independent registered investment advisors. I oversee the day-to-day operations, coaching, and development of my team, ensuring that they meet and exceed the client satisfaction and retention goals.I have a strong background in client and financial services, with over 5 years of experience at TD Ameritrade in various relationship management roles. I have successfully built and maintained long-term and profitable relationships with clients across different segments and regions, delivering customized solutions and guidance to meet their needs and objectives. I have also contributed to several strategic initiatives and projects that enhanced the client experience and increased operational efficiency and revenue growth.I hold Associates of Science from SCCC, where I gained valuable knowledge and skills in leadership, communication, and business strategy. I also hold the Series 7, 63, 9 and 10 licenses from FINRA, which demonstrate my expertise and compliance in the securities industry. I am passionate about learning and developing new skills, and I am always looking for opportunities to grow and excel in my career.