Daniela Lee
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Daniela Lee Email & Phone Number

Client Relations Specialist at Charles Schwab
Location: Monument, Colorado, United States 12 work roles 4 schools
1 work email found @schwab.com 2 phones found area 719 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@schwab.com
Direct phone (719) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Client Relations Specialist
Location
Monument, Colorado, United States

Who is Daniela Lee? Overview

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Quick answer

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.

Company email context

Email format at Charles Schwab

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{first}.{last}@schwab.com
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AeroLeads found 1 current-domain work email signal for Daniela Lee. Compare company email patterns before reaching out.

Profile bio

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.

Current workplace

Daniela Lee's current company

Company context helps verify the profile and gives searchers a useful next step.

Charles Schwab
Charles Schwab
Client Relations Specialist
San Francisco
Website
AeroLeads page
12 roles

Daniela Lee work experience

A career timeline built from the work history available for this profile.

Client Relations Specialist

Current

Westlake, Texas, Us

Dec 2024 - Present

Vp, Financial Consultant

Westlake, Texas, Us

May 2022 - Dec 2024

Senior Associcate Private Client Advisor

Westlake, Texas, Us

May 2021 - May 2022

Client Relationship Specialist

Westlake, Texas, Us

Jun 2019 - May 2021

Financial Services Professional

Westlake, Texas, Us

Dec 2018 - Jun 2019

Associate Financial Service Professional

Westlake, Texas, Us

Nov 2017 - Dec 2018

Personal Banker

Colorado Springs, Co, Us

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

Jan 2017 - Nov 2017

Bank Teller

Coastal Bank And Trust (Synovus Financial)

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

Oct 2014 - Dec 2015

Customer Service Representative

Skin And Nail Boutique

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

Apr 2014 - Oct 2014

Merchandiser And Marketing

Virginia Beach, Va, Us

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

Jan 2013 - Aug 2013

Department Manager

Emporium The Loft

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

Nov 2011 - May 2012

Store Assistant

Mülheim An Der Ruhr, Nordrhein-Westfalen, De

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

Aug 2010 - Nov 2011
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts →

4 education records

Daniela Lee education

Bachelor'S Degree, Business Administration And Management, Finance

University Of Phoenix

Certificate, Retail Service Specialist

Berufsschule Bad Kreuznach

Master Of Business Administration - Mba

University Of Phoenix

Master Of Business Administration - Mba, Finance, General

Liberty University
FAQ

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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