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Danielle Erickson Email & Phone Number

Cost Basis Product Owner - Sr Manager, IT Product Management at Charles Schwab
Location: Omaha, Nebraska, United States 6 work roles 2 schools
1 work email found @tdameritrade.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@tdameritrade.com
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Current company
Role
Cost Basis Product Owner - Sr Manager, IT Product Management
Location
Omaha, Nebraska, United States

Who is Danielle Erickson? Overview

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Quick answer

Danielle Erickson is listed as Cost Basis Product Owner - Sr Manager, IT Product Management at Charles Schwab, based in Omaha, Nebraska, United States. AeroLeads shows a work email signal at tdameritrade.com and a matched LinkedIn profile for Danielle Erickson.

Danielle Erickson previously worked as Sr. Manager, IT Product Management | Cost Basis at Charles Schwab and Senior Manager, IT Product Management | Tax Domain at Charles Schwab. Danielle Erickson holds Bachelor’S Degree, Business Administration And Management, General from Bellevue University.

Company email context

Email format at Charles Schwab

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{first}.{last}@tdameritrade.com
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AeroLeads found 1 current-domain work email signal for Danielle Erickson. Compare company email patterns before reaching out.

Profile bio

About Danielle Erickson

Danielle Erickson is a Cost Basis Product Owner - Sr Manager, IT Product Management at Charles Schwab. She possess expertise in risk management, series 7, financial services, series 63, equities and 9 more skills.

Listed skills include Risk Management, Series 7, Financial Services, Series 63, and 10 others.

Current workplace

Danielle Erickson's current company

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Charles Schwab
Charles Schwab
Cost Basis Product Owner - Sr Manager, IT Product Management
San Francisco
Website
AeroLeads page
6 roles

Danielle Erickson work experience

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

Sr. Manager, It Product Management | Cost Basis

Current

Westlake, Texas, US

Currently serving as the Cost Basis Agile Product Owner, leading the onboarding of a new vendor that will impact over 20 million client accounts. This high-visibility initiative is one of the firm’s top priorities due to its complexity and the critical need to transition under a tight deadline. I manage a distributed Agile team, collaborating seamlessly.

Jan 2023 - Present

Senior Manager, It Product Management | Tax Domain

Westlake, Texas, US

Agile Product Owner for Tax, responsible for prioritizing features for MVP delivery to meet regulatory changes and collaborating with 15+ domains on cross-firm initiatives. Skilled in analyzing vendor products, creating JIRA Plans for Tax Domain and Reporting initiatives, and establishing strong communication between stakeholders and development teams. Led.

Apr 2021 - Jan 2023

Brokerage Operations Systems Manager - Tax/Cost Basis Product Owner

Omaha, NE, US

Agile Product Owner for Tax and Cost Basis, experienced in prioritizing backlogs for 10+ developers and fostering collaborative team dynamics. Proven ability to define and analyze stakeholder requests, manage vendor relationships, and advocate for innovation and scalability. Successfully onboarded Agile methodologies to a previously Waterfall-based team.

Mar 2016 - Apr 2021

Government Reporting Asst Team Manager

Omaha, NE, US

Government Report Assistant Team Manager skilled in recognizing and rewarding top performers through Pay for Performance guidelines. I excel in developing and growing team members with goal setting, career planning, and measurable action plans. I bring a strategic mindset to process improvement, make sound business decisions in line with regulations, and.

Oct 2011 - Mar 2016

Tax Services - Performance Improvement Coach

Omaha, NE, US

Experienced Process Improvement Coach with a track record of leading the implementation of performance-driven goals and strategies. Led regular coaching sessions and one-on-one meetings to provide tailored feedback, performance appraisals, and developmental support based on individual needs. Skilled in motivating and inspiring team members to achieve both.

Aug 2008 - Oct 2011

Tax Services - Analyst

Omaha, NE, US

As a Tax Service Analyst at TD Ameritrade, I implemented process improvements and developed best practices to drive operational efficiency. I focused on resolving client escalations with a compassionate and solutions-oriented approach, ensuring high levels of customer satisfaction. Additionally, I played a key role in recruiting and training new team.

Feb 2008 - Aug 2008
Team & coworkers

Colleagues at Charles Schwab

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

2 education records

Danielle Erickson education

Bachelor’S Degree, Business Administration And Management, General

Bellevue University

Master'S Degree, Leadership

Creighton University
FAQ

Frequently asked questions about Danielle Erickson

Quick answers generated from the profile data available on this page.

What company does Danielle Erickson work for?

Danielle Erickson works for Charles Schwab.

What is Danielle Erickson's role at Charles Schwab?

Danielle Erickson is listed as Cost Basis Product Owner - Sr Manager, IT Product Management at Charles Schwab.

What is Danielle Erickson's email address?

AeroLeads has found 1 work email signal at @tdameritrade.com for Danielle Erickson at Charles Schwab.

Where is Danielle Erickson based?

Danielle Erickson is based in Omaha, Nebraska, United States while working with Charles Schwab.

What companies has Danielle Erickson worked for?

Danielle Erickson has worked for Charles Schwab and Td Ameritrade.

Who are Danielle Erickson's colleagues at Charles Schwab?

Danielle Erickson's colleagues at Charles Schwab include Nicholas Teyechea, Tracy D Wilson, Erick Tran, Michelle G., and Justin Thomas.

How can I contact Danielle Erickson?

You can use AeroLeads to view verified contact signals for Danielle Erickson at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Danielle Erickson attend?

Danielle Erickson holds Bachelor’S Degree, Business Administration And Management, General from Bellevue University.

What skills is Danielle Erickson known for?

Danielle Erickson is listed with skills including Risk Management, Series 7, Financial Services, Series 63, Equities, Series 24, Mutual Funds, and Investments.

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