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Ivan Herrera Email & Phone Number

VP- Financial Consultant NY and NJ at Charles Schwab
Location: United States, United States, United States 9 work roles 1 school
1 work email found @schwab.com 1 phone found area 800 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email i****@schwab.com
Direct phone (800) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Charles Schwab
Role
VP- Financial Consultant NY and NJ
Location
United States, United States, United States
Company size
33019 employees

Who is Ivan Herrera? Overview

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

Quick answer

Ivan Herrera is listed as VP- Financial Consultant NY and NJ at Charles Schwab, a company with 33019 employees, based in United States, United States, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 800, and a matched LinkedIn profile for Ivan Herrera.

Ivan Herrera previously worked as VP- Financial Consultant NY/NJ at Charles Schwab and Financial Advisor, Vice President at Merrill Lynch Wealth Management. Ivan Herrera holds Bachelor'S Degree from University Of Texas System.

Company email context

Email format at Charles Schwab

This section adds company-level context without repeating Ivan Herrera's masked contact details.

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

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Profile bio

About Ivan Herrera

Ivan Herrera is a VP- Financial Consultant NY and NJ at Charles Schwab. He possess expertise in sales, wealth management, investments, pipeline management, strategic planning.

Listed skills include Sales, Wealth Management, Investments, Pipeline Management, and 1 others.

Current workplace

Ivan Herrera's current company

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

Charles Schwab
Charles Schwab
VP- Financial Consultant NY and NJ
United States
Website
schwab.com
Employees
33019
AeroLeads page
Company profile
View company profile Email format
9 roles

Ivan Herrera work experience

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

Vp- Financial Consultant Ny/Nj

Current
Charles Schwab

Westlake, Texas, US

Feb 2023 - Present

Vp Financial Consultant

Charles Schwab

Westlake, Texas, US

Mar 2020 - Oct 2021

Associate Financial Consultant

Charles Schwab

Westlake, Texas, US

Jun 2018 - Mar 2020

Vp- Financial Consultant

Charles Schwab

Westlake, Texas, US

Helping 401(k) Plan Participants

Jun 2016 - Jun 2018

Brokerage Service Representative

Charles Schwab

Westlake, Texas, US

May 2014 - Jun 2016

Banker

Capital One

Mclean, VA, US

Jan 2012 - May 2014

Banker

Wells Fargo

San Francisco, California, US

Jan 2011 - Jan 2012
Team & coworkers

Colleagues at Charles Schwab

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

RH Rachel Harris Rachel Harris Colleague at Charles SchwabRaleigh, North Carolina, United States, United States View → CB Caitlin Burgess Caitlin Burgess Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States View → RT Ryan Taylor Ryan Taylor Colleague at Charles SchwabAurora, Colorado, United States, United States View → CS Chase Stevens Chase Stevens Colleague at Charles SchwabDenver Metropolitan Area, United States View → MS Matthew Stover Matthew Stover Colleague at Charles SchwabKeller, Texas, United States, United States View → MH Michael Howard Michael Howard Colleague at Charles SchwabArgyle, Texas, United States, United States View → SK Saira Khan Saira Khan Colleague at Charles SchwabUnited States, United States View → GP Greg Petrakis Greg Petrakis Colleague at Charles SchwabCasselberry, Florida, United States, United States View → JS Janine Siepker Janine Siepker Colleague at Charles SchwabPhoenix, Arizona, United States, United States View → SM Samuel Moore Samuel Moore Colleague at Charles SchwabUnited States, United States View →
1 education record

Ivan Herrera education

  • University Of Texas System
    University Of Texas System
    Bachelor'S Degree
FAQ

Frequently asked questions about Ivan Herrera

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

What company does Ivan Herrera work for?

Ivan Herrera works for Charles Schwab.

What is Ivan Herrera's role at Charles Schwab?

Ivan Herrera is listed as VP- Financial Consultant NY and NJ at Charles Schwab.

What is Ivan Herrera's email address?

AeroLeads has found 1 work email signal at @schwab.com for Ivan Herrera at Charles Schwab.

What is Ivan Herrera's phone number?

AeroLeads has found 1 phone signal(s) with area code 800 for Ivan Herrera at Charles Schwab.

Where is Ivan Herrera based?

Ivan Herrera is based in United States, United States, United States while working with Charles Schwab.

What companies has Ivan Herrera worked for?

Ivan Herrera has worked for Charles Schwab, Merrill Lynch Wealth Management, Capital One, and Wells Fargo.

Who are Ivan Herrera's colleagues at Charles Schwab?

Ivan Herrera's colleagues at Charles Schwab include Rachel Harris, Caitlin Burgess, Ryan Taylor, Chase Stevens, and Matthew Stover.

How can I contact Ivan Herrera?

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

What schools did Ivan Herrera attend?

Ivan Herrera holds Bachelor'S Degree from University Of Texas System.

What skills is Ivan Herrera known for?

Ivan Herrera is listed with skills including Sales, Wealth Management, Investments, Pipeline Management, and Strategic Planning.

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