David Ortman, Cws®
AeroLeads people directory · profile

David Ortman, Cws® Email & Phone Number

Director, Managed Investments Specialist, Schwab Wealth and Asset Management Solutions at Charles Schwab
Location: Wayne, Pennsylvania, United States 9 work roles 1 school
2 work emails found @schwab.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails

Work email d****@schwab.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Charles Schwab
Role
Director, Managed Investments Specialist, Schwab Wealth and Asset Management Solutions
Location
Wayne, Pennsylvania, United States
Company size
33019 employees

Who is David Ortman, Cws®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

David Ortman, Cws® is listed as Director, Managed Investments Specialist, Schwab Wealth and Asset Management Solutions at Charles Schwab, a company with 33019 employees, based in Wayne, Pennsylvania, United States. AeroLeads shows a work email signal at schwab.com and a matched LinkedIn profile for David Ortman, Cws®.

David Ortman, Cws® previously worked as Director, Wealth & Asset Management Solutions, Central Division at Charles Schwab and Regional Director, Schwab Asset Management Solutions at Charles Schwab. David Ortman, Cws® holds Bachelor Of Arts (B.A.) from Depauw University.

Company email context

Email format at Charles Schwab

This section adds company-level context without repeating David Ortman, Cws®'s masked contact details.

*@schwab.com
74% confidence

AeroLeads found 2 current-domain work email signals for David Ortman, Cws®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About David Ortman, Cws®

David Ortman, Cws® is a Director, Managed Investments Specialist, Schwab Wealth and Asset Management Solutions at Charles Schwab.

Current workplace

David Ortman, Cws®'s current company

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

Charles Schwab
Charles Schwab
Director, Managed Investments Specialist, Schwab Wealth and Asset Management Solutions
Philadelphia, PA, US
Website
schwab.com
Employees
33019
AeroLeads page
Company profile
View company profile Email format
9 roles

David Ortman, Cws® work experience

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

Director, Managed Investments Specialist, Schwab Wealth And Asset Management Solutions

Charles Schwab

Philadelphia, PA, US

Director, Wealth & Asset Management Solutions, Central Division

Current
Charles Schwab

Denver, Colorado, United States

Director, Wealth & Asset Management Solutions, Central Division

Jul 2023 - Present

Regional Director, Schwab Asset Management Solutions

Charles Schwab

Denver, Colorado, United States

Great Plains Region

Nov 2019 - Jul 2023

Regional Director Of Income Solutions

Charles Schwab

Chicago, IL

Midwest and Great Lakes Regions

Nov 2018 - Oct 2019

Vp - Branch Manager

Charles Schwab

Chicago, IL

Chicago - Wacker Drive Branch

Mar 2015 - Oct 2018

Senior Manager - Midwest Fixed Income Team

Charles Schwab

Chicago, IL

Apr 2008 - Mar 2015

Regional Bond Specialist

Charles Schwab

Chicago, IL

Apr 2003 - Mar 2008

Financial Consultant

Charles Schwab

Chicago - Wacker Drive Office

Mar 2002 - Mar 2003

Registered Representative

Charles Schwab

Indianapolis, Indiana Area

Jul 1999 - Mar 2002
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 33019 employees →

DJ David Johnson David Johnson Colleague at Charles Schwab Danville, California, United States, United States View → BM Brian Montgomery, Cws® , Aams® Brian Montgomery, Cws® , Aams® Colleague at Charles Schwab Carmel, Indiana, United States, United States View → PD Priya Darsini Thangaraj Csa, Cpba Priya Darsini Thangaraj Csa, Cpba Colleague at Charles Schwab Dallas-Fort Worth Metroplex, United States View → KW Kyle Woods Kyle Woods Colleague at Charles Schwab Irvine, California, United States, United States View → HE Harris Evans, Cfp® Harris Evans, Cfp® Colleague at Charles Schwab Lexington, Kentucky, United States, United States View → MT Mccall Teicher (Ty-Ker) Mccall Teicher (Ty-Ker) Colleague at Charles Schwab Cedar Park, Texas, United States, United States View → JF Jennifer Feick Small Jennifer Feick Small Colleague at Charles Schwab Chicago, Illinois, United States, United States View → MM Manuel Moreno Manuel Moreno Colleague at Charles Schwab Austin, Texas, United States, United States View → LC Lorie Calixto Lorie Calixto Colleague at Charles Schwab Daly City, California, United States, United States View → TG Tom Gorman Tom Gorman Colleague at Charles Schwab Scottsdale, Arizona, United States, United States View →
1 education record

David Ortman, Cws® education

FAQ

Frequently asked questions about David Ortman, Cws®

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

What company does David Ortman, Cws® work for?

David Ortman, Cws® works for Charles Schwab.

What is David Ortman, Cws®'s role at Charles Schwab?

David Ortman, Cws® is listed as Director, Managed Investments Specialist, Schwab Wealth and Asset Management Solutions at Charles Schwab.

What is David Ortman, Cws®'s email address?

AeroLeads has found 2 work email signals at @schwab.com for David Ortman, Cws® at Charles Schwab.

Where is David Ortman, Cws® based?

David Ortman, Cws® is based in Wayne, Pennsylvania, United States while working with Charles Schwab.

What companies has David Ortman, Cws® worked for?

David Ortman, Cws® has worked for Charles Schwab.

Who are David Ortman, Cws®'s colleagues at Charles Schwab?

David Ortman, Cws®'s colleagues at Charles Schwab include David Johnson, Brian Montgomery, Cws® , Aams®, Priya Darsini Thangaraj Csa, Cpba, Kyle Woods, and Harris Evans, Cfp®.

How can I contact David Ortman, Cws®?

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

What schools did David Ortman, Cws® attend?

David Ortman, Cws® holds Bachelor Of Arts (B.A.) from Depauw University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.