AeroLeads people directory · profile
David Ortman, Cws® Email & Phone Number
Director, Managed Investments Specialist, Schwab Wealth and Asset Management Solutions
at
Charles Schwab
2 work emails found
@schwab.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Current company
Role
Director, Managed Investments Specialist, Schwab Wealth and Asset Management Solutions
Location
Wayne, Pennsylvania, United States
Company size
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 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.
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
9 roles
David Ortman, Cws® work experience
A career timeline built from the work history available for this profile.
Director, Wealth & Asset Management Solutions, Central Division
CurrentDirector, Wealth & Asset Management Solutions, Central Division
Jul 2023 - Present
Nov 2019 - Jul 2023
Nov 2018 - Oct 2019
Mar 2015 - Oct 2018
Senior Manager - Midwest Fixed Income Team
Apr 2008 - Mar 2015
Regional Bond Specialist
Apr 2003 - Mar 2008
Financial Consultant
Mar 2002 - Mar 2003
Registered Representative
Jul 1999 - Mar 2002
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 33019 employees →
EW
Eric W.
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
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SJ
Sharon Jones
Colleague at Charles SchwabSan Francisco, California, United States
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RA
Rebecca A. Acevedo
Colleague at Charles SchwabOrlando, Florida, United States
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DE
Daniel Ericson, Cpa
Colleague at Charles SchwabParker, Colorado, United States
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AD
Andrew Doughty
Colleague at Charles SchwabDallas, Texas, United States
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DK
Doug Knudsen
Colleague at Charles SchwabApopka, Florida, United States
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DL
Devon Loyden
Colleague at Charles SchwabGilbert, Arizona, United States
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CT
Content Test
Colleague at Charles SchwabSan Francisco, California, United States
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MH
Maria Hodges
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
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AJ
Anton Javier
Colleague at Charles SchwabGreater London, England, United Kingdom
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Eric W.
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
View →
SJ
Sharon Jones
Colleague at Charles SchwabSan Francisco, California, United States
View →
RA
Rebecca A. Acevedo
Colleague at Charles SchwabOrlando, Florida, United States
View →
DE
Daniel Ericson, Cpa
Colleague at Charles SchwabParker, Colorado, United States
View →
AD
Andrew Doughty
Colleague at Charles SchwabDallas, Texas, United States
View →
DK
Doug Knudsen
Colleague at Charles SchwabApopka, Florida, United States
View →
DL
Devon Loyden
Colleague at Charles SchwabGilbert, Arizona, United States
View →
CT
Content Test
Colleague at Charles SchwabSan Francisco, California, United States
View →
MH
Maria Hodges
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
View →
AJ
Anton Javier
Colleague at Charles SchwabGreater London, England, United Kingdom
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 Eric W., Sharon Jones, Rebecca A. Acevedo, Daniel Ericson, Cpa, and Andrew Doughty.
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.
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