AeroLeads people directory · profile
Karlee West Email & Phone Number
Financial Consultant Partner
at
Charles Schwab
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Consultant Partner
Location
Mission Viejo, California, United States
Company size
Who is Karlee West? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Karlee West is listed as Financial Consultant Partner at Charles Schwab, a with 31117 employees, based in Mission Viejo, California, United States. AeroLeads shows a matched LinkedIn profile for Karlee West.
Karlee West previously worked as Client Relationship Specialist at Charles Schwab and Licensed Agent at New York Life Insurance Company. Karlee West holds Bachelor'S Degree, Finance, General from University Of Oklahoma.
Company email context
Email format at Charles Schwab
This section adds company-level context without repeating Karlee West's masked contact details.
Charles Schwab
Review company-level records connected to Karlee West before choosing the right outreach path.
Profile bio
About Karlee West
Karlee West is a Financial Consultant Partner at Charles Schwab.
Current workplace
Karlee West's current company
Company context helps verify the profile and gives searchers a useful next step.
Charles Schwab
6 roles
Karlee West work experience
A career timeline built from the work history available for this profile.
Client Relationship Specialist
Licensed Agent
Agent licensed to sell insurance through New York Life Insurance Company.
Shift Lead
Sep 2023 - May 2024
Recruiting Coordinator Intern
Jun 2022 - Dec 2022
Food Server
Ruby'S Diner
Mar 2018 - Aug 2021
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at newyorklife.com. View company contacts for 31117 employees →
OK
Otto Kuehne
Colleague at Charles SchwabBuffalo, New York, United States
View →
LM
Lisa Marolachakis-Kines
Colleague at Charles SchwabUnited States
View →
RM
Robert Minuni
Colleague at Charles SchwabUnited States
View →
MF
Marsela Fani
Colleague at Charles SchwabNew York, United States
View →
LS
Lisa Smith
Colleague at Charles SchwabGreater Reno Area, United States
View →
HT
Hai Tran
Colleague at Charles SchwabUnited States
View →
CC
Carolyn Collins Barnard
Colleague at Charles SchwabHuntington Station, New York, United States
View →
LH
Lisa Hamilton
Colleague at Charles SchwabUnited States
View →
CS
Curtis Swartz
Colleague at Charles SchwabNorth Richland Hills, Texas, United States
View →
JR
Jose Rivera Villatoro
Colleague at Charles SchwabLos Angeles County, California, United States
View →
Otto Kuehne
Colleague at Charles SchwabBuffalo, New York, United States
View →
LM
Lisa Marolachakis-Kines
Colleague at Charles SchwabUnited States
View →
RM
Robert Minuni
Colleague at Charles SchwabUnited States
View →
MF
Marsela Fani
Colleague at Charles SchwabNew York, United States
View →
LS
Lisa Smith
Colleague at Charles SchwabGreater Reno Area, United States
View →
HT
Hai Tran
Colleague at Charles SchwabUnited States
View →
CC
Carolyn Collins Barnard
Colleague at Charles SchwabHuntington Station, New York, United States
View →
LH
Lisa Hamilton
Colleague at Charles SchwabUnited States
View →
CS
Curtis Swartz
Colleague at Charles SchwabNorth Richland Hills, Texas, United States
View →
JR
Jose Rivera Villatoro
Colleague at Charles SchwabLos Angeles County, California, United States
View →
2 education records
Karlee West education
Bachelor'S Degree, Finance, General
High School Diploma
FAQ
Frequently asked questions about Karlee West
Quick answers generated from the profile data available on this page.
What company does Karlee West work for?
Karlee West works for Charles Schwab.
What is Karlee West's role at Charles Schwab?
Karlee West is listed as Financial Consultant Partner at Charles Schwab.
Where is Karlee West based?
Karlee West is based in Mission Viejo, California, United States while working with Charles Schwab.
What companies has Karlee West worked for?
Karlee West has worked for Charles Schwab, New York Life Insurance Company, Mamaka Bowls, Northwestern Mutual, and Ruby'S Diner.
Who are Karlee West's colleagues at Charles Schwab?
Karlee West's colleagues at Charles Schwab include Otto Kuehne, Lisa Marolachakis-Kines, Robert Minuni, Marsela Fani, and Lisa Smith.
How can I contact Karlee West?
You can use AeroLeads to view verified contact signals for Karlee West at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Karlee West attend?
Karlee West holds Bachelor'S Degree, Finance, General from University Of Oklahoma.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Karlee West you were looking for.
View similar profiles
