Vice President Financial Consultant
Current
Dec 2022 - Present
AeroLeads people directory · profile
Tom L. Email & Phone Number
Vice President Financial Consultant
at
Charles Schwab
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Vice President Financial Consultant
Location
Dallas-Fort Worth Metroplex, United States
Company size
Who is Tom L.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Tom L. is listed as Vice President Financial Consultant at Charles Schwab, a with 20505 employees, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a matched LinkedIn profile for Tom L..
Tom L. previously worked as Senior Financial Consultant at Td Ameritrade and Financial Consultant at Td Ameritrade. Tom L. holds International Business, International Business from St. Edward'S University.
Company email context
Email format at Charles Schwab
This section adds company-level context without repeating Tom L.'s masked contact details.
Charles Schwab
Review company-level records connected to Tom L. before choosing the right outreach path.
Profile bio
About Tom L.
Tom L. is a Vice President Financial Consultant at Charles Schwab.
Current workplace
Tom L.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Charles Schwab
8 roles · 18 years
Tom L. work experience
A career timeline built from the work history available for this profile.
Jun 2020 - May 2024
Financial Consultant
President’s Club Q3 2020Top 20 Financial Consultant in branch network for FY 2020; prior to being promoted to Sr. Financial Consultant.
Sep 2018 - May 2020
Jun 2017 - Sep 2018
Oct 2016 - Jun 2017
Surveillance Analyst
C-Iii Asset Management Llc
2013 - 2016
~3 yrs
Smb Sales Representative
2010 - 2012
~2 yrs
Technology Services Sales
2009 - 2010
~1 yr
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 20505 employees →
MH
Maria Hodges
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
View →
RF
Richard Fowler
Colleague at Charles SchwabSan Francisco, California, United States
View →
MK
Matthew Kenny, Cfp®
Colleague at Charles SchwabDes Moines Metropolitan Area, United States
View →
AC
Ashley Cordero
Colleague at Charles SchwabSan Francisco, California, United States
View →
PS
Phillip Scavo, Cfp®, Mba
Colleague at Charles SchwabPhoenix, Arizona, United States
View →
RL
Raquel Lozano Mccain, Cfp®️Cws®️
Colleague at Charles SchwabSan Antonio, Texas Metropolitan Area, United States
View →
TK
Tiffany Kuritz
Colleague at Charles SchwabAustin, Texas, United States
View →
CR
Corey Robertus
Colleague at Charles SchwabDenver, Colorado, United States
View →
HR
Hunter Robertson
Colleague at Charles SchwabRoanoke, Texas, United States
View →
BS
Brian Simpson
Colleague at Charles SchwabSpokane, Washington, United States
View →
Maria Hodges
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
View →
RF
Richard Fowler
Colleague at Charles SchwabSan Francisco, California, United States
View →
MK
Matthew Kenny, Cfp®
Colleague at Charles SchwabDes Moines Metropolitan Area, United States
View →
AC
Ashley Cordero
Colleague at Charles SchwabSan Francisco, California, United States
View →
PS
Phillip Scavo, Cfp®, Mba
Colleague at Charles SchwabPhoenix, Arizona, United States
View →
RL
Raquel Lozano Mccain, Cfp®️Cws®️
Colleague at Charles SchwabSan Antonio, Texas Metropolitan Area, United States
View →
TK
Tiffany Kuritz
Colleague at Charles SchwabAustin, Texas, United States
View →
CR
Corey Robertus
Colleague at Charles SchwabDenver, Colorado, United States
View →
HR
Hunter Robertson
Colleague at Charles SchwabRoanoke, Texas, United States
View →
BS
Brian Simpson
Colleague at Charles SchwabSpokane, Washington, United States
View →
1 education record
Tom L. education
FAQ
Frequently asked questions about Tom L.
Quick answers generated from the profile data available on this page.
What company does Tom L. work for?
Tom L. works for Charles Schwab.
What is Tom L.'s role at Charles Schwab?
Tom L. is listed as Vice President Financial Consultant at Charles Schwab.
Where is Tom L. based?
Tom L. is based in Dallas-Fort Worth Metroplex, United States while working with Charles Schwab.
What companies has Tom L. worked for?
Tom L. has worked for Charles Schwab, Td Ameritrade, C-Iii Asset Management Llc, and Hewlett Packard Enterprise.
Who are Tom L.'s colleagues at Charles Schwab?
Tom L.'s colleagues at Charles Schwab include Maria Hodges, Richard Fowler, Matthew Kenny, Cfp®, Ashley Cordero, and Phillip Scavo, Cfp®, Mba.
How can I contact Tom L.?
You can use AeroLeads to view verified contact signals for Tom L. at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Tom L. attend?
Tom L. holds International Business, International Business from St. Edward'S University.
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 Tom L. you were looking for.
View similar profiles
