Mark Waldmann
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Mark Waldmann Email & Phone Number

Financial Services Representative at Charles Schwab
Location: Omaha, Nebraska, United States 4 work roles
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✓ Verified August 2026 2 data sources Profile completeness 71%

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Current company
Role
Financial Services Representative
Location
Omaha, Nebraska, United States
Company size

Who is Mark Waldmann? Overview

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Quick answer

Mark Waldmann is listed as Financial Services Representative at Charles Schwab, a with 33019 employees, based in Omaha, Nebraska, United States. AeroLeads shows a matched LinkedIn profile for Mark Waldmann.

Mark Waldmann previously worked as Experience Expert II at Core Bank and Experience expert at Core Bank.

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Charles Schwab

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Profile bio

About Mark Waldmann

Mark Waldmann is a Financial Services Representative at Charles Schwab.

Current workplace

Mark Waldmann's current company

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Charles Schwab
Charles Schwab
Financial Services Representative
Omaha, NE, US
Website
Employees
33019
AeroLeads page
4 roles

Mark Waldmann work experience

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

Experience Expert Ii

Current

Omaha, Nebraska, United States

· Opened and serviced personal bank accounts, recommending the best products for the customer, and assisting with any banking needs.· Personal Lending Officer for Auto, Home Equity, and Unsecured Loans. Gathering all documents from the customer and keeping in communication with them to help with their lending needs.· Created guides and internal resources for the team on how to navigate our many systems and gave weekly presentations to the team on new information I had learned.· Trained our team members from having no banking experience to being fully independent on all banking, customer service, and technical knowledge.· Specialized in our online services and managed online bank accounts walking customers through the systems and fixing any technical errors that occurred.· Communicated with customers over the phone, text through online banking, email, and video call through an ITM.· Sent referrals to other departments from leads I had gathered talking to current and future customers.

Nov 2022 - Present

General Merchandise

Omaha, Nebraska, United States

· Stocked hundreds of items onto the sales floor daily, maintaining a presentable section and logging backstock and pulling from backstock as needed.· Assembled displays and new aisle merchandise layouts.· Assisted customers in person and over the phone with product questions, location of items, holding items when they come in, and unlocking items behind lock and key.· Pulled products for online orders in a timely manner meeting hourly production numbers.

Aug 2021 - Nov 2022
Team & coworkers

Colleagues at Charles Schwab

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FAQ

Frequently asked questions about Mark Waldmann

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What company does Mark Waldmann work for?

Mark Waldmann works for Charles Schwab.

What is Mark Waldmann's role at Charles Schwab?

Mark Waldmann is listed as Financial Services Representative at Charles Schwab.

Where is Mark Waldmann based?

Mark Waldmann is based in Omaha, Nebraska, United States while working with Charles Schwab.

What companies has Mark Waldmann worked for?

Mark Waldmann has worked for Charles Schwab, Core Bank, and Target.

Who are Mark Waldmann's colleagues at Charles Schwab?

Mark Waldmann's colleagues at Charles Schwab include Nadine Whyte, Cfcs, William Bell, Joel Lahman, Thomas Bawden, and Adrian Cheang.

How can I contact Mark Waldmann?

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

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