Daniela Lee Email & Phone Number
@schwab.com
2 phones found area 719
LinkedIn matched
Who is Daniela Lee? Overview
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Daniela Lee is listed as Client Relations Specialist at Charles Schwab, based in Monument, Colorado, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 719, and a matched LinkedIn profile for Daniela Lee.
Daniela Lee previously worked as VP, Financial Consultant at Charles Schwab and Senior Associcate Private Client Advisor at Charles Schwab. Daniela Lee holds Bachelor'S Degree, Business Administration And Management, Finance from University Of Phoenix.
Email format at Charles Schwab
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AeroLeads found 1 current-domain work email signal for Daniela Lee. Compare company email patterns before reaching out.
About Daniela Lee
Experienced Financial Services Professional with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, Sales, Customer Relationship Management (CRM), Leadership, and Marketing. Strong finance professional with a Bachelor's Degree focused in Business Administration and Management, Finance from University of Phoenix.
Listed skills include Customer Service, Microsoft Office, Sales, Microsoft Excel, and 7 others.
Daniela Lee's current company
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Daniela Lee work experience
A career timeline built from the work history available for this profile.
Vp, Financial Consultant
Senior Associcate Private Client Advisor
Client Relationship Specialist
Financial Services Professional
Associate Financial Service Professional
Personal Banker
Successfully uncovered customer kiting as well as customers structuring, filed SAR’s with compliance departmentCounted currency, coins and checks received, prepared them for deposit or shipment to branch banks or Federal Reserve BankExplained, promoted, and sold products and services; accounts, money orders, cashier’s checks, savings bonds, and specialty productsBalanced drawers and branch at end of day, processed daily transactions using computers and calculating machinesSet up wire transfer requests and check for accuracy and any suspicious identifiers
Bank Teller
Balanced drawers, RBU, and branch at end of day, processed daily transactions using computers and calculating machinesOperated as substitute head teller and personal banker; performed branch closings, record keeping, opening, closing, and servicing accounts, audited cash drawersCounted currency, coins and checks received, prepared them for deposit or shipment to branch banks or Federal Reserve Bank, used WU check cashing system to process checks for non-bank customers, transferring funds and creating money ordersReceived mortgage, loan, credit card payments, verified payment amounts and due datesExplained, promoted, and sold products and services; accounts, money orders, cashier’s checks, savings bonds, and specialty productsSuccessfully uncovered customer committing fraud and elderly abuse and had accounts locked after filing SAR’s with the compliance department
Customer Service Representative
Scheduled clients for appointments, accepted cash, check, and card paymentsAdvertised and marketed skin and nail care products to clientsMaintained confidential client information through records keeping software and service recordsManaged product and stock inventories, sales and distribution
Merchandiser And Marketing
Proficiently consulted advertising and sales staff, directed specific featured product lines and timelines for displayObtained plans from display engineers and managers, discussed their implementation with clients and supervisorsInstalled displays, booths, and exhibits as guided by advertising floor plan of buildings or specificationsArranged product line inventories from display plan and sketches, allowed for maximum customer visibility
Department Manager
Supervised and trained 5 person sales team, assigned team specific daily dutiesMonitored sales activities, ensured customers received satisfactory service and quality goodsProfessionally managed customer dispute resolutions ensuring problems were solved while maintaining customer relationshipsPlanned and prepared employee work schedules, maintained confidential employee records and time cardsDirected and supervised employees engaged in sales, inventory-taking, reconciling cash receipts, and performing customer services
Store Assistant
Reconciled cash receipts and cash drawer, balanced with total end of day sales sheetMonitored checkout stations cash drawers, ensured sufficient cash was available for cashiersProcessed customer product returns and exchanges, maintained customer satisfactionStocked product lines and other merchandise in high visibility areas, maintained logical order of goods for maximum customer visibility
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts →
Robin Banks
Colleague at Charles SchwabDenver, Colorado, United States
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Alexander Meissner
Colleague at Charles SchwabOmaha, Nebraska, United States
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Michael G.
Colleague at Charles SchwabGreater Orlando, United States
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Christopher Gabrial
Colleague at Charles SchwabRoanoke, Texas, United States
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Jacqueline Eells
Colleague at Charles SchwabLittleton, Colorado, United States
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Dev Gupta
Colleague at Charles SchwabAustin, Texas, United States
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AP
Andrew Perdue
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
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AI
Adam Ivanov
Colleague at Charles SchwabNew York, United States
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JP
Jeel Patel
Colleague at Charles SchwabBrandon, Mississippi, United States
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Logan Ahlstrom
Colleague at Charles SchwabDetroit Metropolitan Area, United States
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Daniela Lee education
Bachelor'S Degree, Business Administration And Management, Finance
Certificate, Retail Service Specialist
Master Of Business Administration - Mba
Master Of Business Administration - Mba, Finance, General
Frequently asked questions about Daniela Lee
Quick answers generated from the profile data available on this page.
What company does Daniela Lee work for?
Daniela Lee works for Charles Schwab.
What is Daniela Lee's role at Charles Schwab?
Daniela Lee is listed as Client Relations Specialist at Charles Schwab.
What is Daniela Lee's email address?
AeroLeads has found 1 work email signal at @schwab.com for Daniela Lee at Charles Schwab.
What is Daniela Lee's phone number?
AeroLeads has found 2 phone signal(s) with area code 719 for Daniela Lee at Charles Schwab.
Where is Daniela Lee based?
Daniela Lee is based in Monument, Colorado, United States while working with Charles Schwab.
What companies has Daniela Lee worked for?
Daniela Lee has worked for Charles Schwab, Integrity Bank & Trust, Coastal Bank And Trust (Synovus Financial), Skin And Nail Boutique, and Eurpac Warehouse Sales.
Who are Daniela Lee's colleagues at Charles Schwab?
Daniela Lee's colleagues at Charles Schwab include Robin Banks, Alexander Meissner, Michael G., Christopher Gabrial, and Jacqueline Eells.
How can I contact Daniela Lee?
You can use AeroLeads to view verified contact signals for Daniela Lee at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Daniela Lee attend?
Daniela Lee holds Bachelor'S Degree, Business Administration And Management, Finance from University Of Phoenix.
What skills is Daniela Lee known for?
Daniela Lee is listed with skills including Customer Service, Microsoft Office, Sales, Microsoft Excel, Marketing, Leadership, Microsoft Word, and Project Management.
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