Senior Account Manager
Current
Feb 2024 - Present
AeroLeads people directory · profile
David Appleby Email & Phone Number
Senior Account Manager
at
Transamerica
1 work email found
@schwab.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Account Manager
Location
Phoenix, Arizona, United States
Company size
Who is David Appleby? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Appleby is listed as Senior Account Manager at Transamerica, a company with 14007 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for David Appleby.
David Appleby previously worked as Specialist, Brokerage Service Rep, Retirement Plan Services at Charles Schwab and Associate, Brokerage Service Rep, Retirement Plan Services at Charles Schwab. David Appleby holds General Studies from Phoenix College.
Company email context
Email format at Transamerica
This section adds company-level context without repeating David Appleby's masked contact details.
{first}.{last}@schwab.com
86% confidence
AeroLeads found 1 current-domain work email signal for David Appleby. Compare company email patterns before reaching out.
Profile bio
About David Appleby
Dedicated, goal driven professional equipped with extensive experience within the Financial Services industry primarily focused in the retirement planning, mutual fund and advisor services sectors. Proven leader with the ability to cultivate effective client relationships built on mutual trust and respect. Also adept at driving operational process improvements designed to enhance workflow operations while enhancing sales.Specialties: Project Management, Process Improvement, Communications, Staff Development, Client Experience Engagement, On-Time Delivery, Problem Solving, Tact/Diplomacy
Current workplace
David Appleby's current company
Company context helps verify the profile and gives searchers a useful next step.
Transamerica
12 roles
David Appleby work experience
A career timeline built from the work history available for this profile.
Specialist, Brokerage Service Rep, Retirement Plan Services
Feb 2022 - Oct 2023
Associate, Brokerage Service Rep, Retirement Plan Services
Feb 2018 - Feb 2022
Supervisor Relationship Management
Matrix Trust Company
Jul 2015 - Oct 2017
Client Experience / Recovery
Jul 2013 - Jul 2015
Campaign Management Specialist
Oct 2010 - Jul 2013
Financial Advisor
Invest Green
Sep 2012 - Jun 2013
Board Of Directors
Artlink Inc.
Nov 2007 - Jun 2011
Financial Advisor
New England Financial
Oct 2008 - Sep 2010
Senior Relationship Manager
Apr 2004 - Sep 2007
Dealer Services Registered Representative
Jul 2002 - Apr 2004
Retirement Plan Services Registered Representative
Apr 2000 - May 2002
Team & coworkers
Colleagues at Transamerica
Other employees you can reach at transamerica.com. View company contacts for 14007 employees →
BL
Bev Lunnon
Colleague at Transamerica
Parker, Colorado, United States, United States
View →
HM
Herschel Mays Ii
Colleague at Transamerica
Los Angeles, California, United States, United States
View →
PG
Pooja Garg
Colleague at Transamerica
Dallas-Fort Worth Metroplex, United States
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JB
Jonathan Beachy
Colleague at Transamerica
Cedar Rapids, Iowa, United States, United States
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JL
James Lee
Colleague at Transamerica
Clearwater, Florida, United States, United States
View →
JA
Jonathan Agustin
Colleague at Transamerica
Greater Philadelphia, United States
View →
CT
Colleen Tobiason
Colleague at Transamerica
Cedar Rapids, Iowa, United States, United States
View →
ER
Edgardo Rey
Colleague at Transamerica
Austin, Texas, United States, United States
View →
XW
Xu Wang
Colleague at Transamerica
Iowa City, Iowa, United States, United States
View →
TP
Traci Parish
Colleague at Transamerica
St Petersburg, Florida, United States, United States
View →
Bev Lunnon
Colleague at Transamerica
Parker, Colorado, United States, United States
View →
HM
Herschel Mays Ii
Colleague at Transamerica
Los Angeles, California, United States, United States
View →
PG
Pooja Garg
Colleague at Transamerica
Dallas-Fort Worth Metroplex, United States
View →
JB
Jonathan Beachy
Colleague at Transamerica
Cedar Rapids, Iowa, United States, United States
View →
JL
James Lee
Colleague at Transamerica
Clearwater, Florida, United States, United States
View →
JA
Jonathan Agustin
Colleague at Transamerica
Greater Philadelphia, United States
View →
CT
Colleen Tobiason
Colleague at Transamerica
Cedar Rapids, Iowa, United States, United States
View →
ER
Edgardo Rey
Colleague at Transamerica
Austin, Texas, United States, United States
View →
XW
Xu Wang
Colleague at Transamerica
Iowa City, Iowa, United States, United States
View →
TP
Traci Parish
Colleague at Transamerica
St Petersburg, Florida, United States, United States
View →
1 education record
David Appleby education
FAQ
Frequently asked questions about David Appleby
Quick answers generated from the profile data available on this page.
What company does David Appleby work for?
David Appleby works for Transamerica.
What is David Appleby's role at Transamerica?
David Appleby is listed as Senior Account Manager at Transamerica.
What is David Appleby's email address?
AeroLeads has found 1 work email signal at @schwab.com for David Appleby at Transamerica.
Where is David Appleby based?
David Appleby is based in Phoenix, Arizona, United States while working with Transamerica.
What companies has David Appleby worked for?
David Appleby has worked for Transamerica, Charles Schwab, Matrix Trust Company, Merrill Edge, and Blood Systems Inc..
Who are David Appleby's colleagues at Transamerica?
David Appleby's colleagues at Transamerica include Bev Lunnon, Herschel Mays Ii, Pooja Garg, Jonathan Beachy, and James Lee.
How can I contact David Appleby?
You can use AeroLeads to view verified contact signals for David Appleby at Transamerica, including work email, phone, and LinkedIn data when available.
What schools did David Appleby attend?
David Appleby holds General Studies from Phoenix College.
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