Alexis McDaniel: Email & Phone Number

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Client Relationship Associate at Balance Wealth|Columbus, Ohio, United States

Position:

Client Relationship Associate at Balance Wealth

Location:

Columbus, Ohio, United States

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Last updated: 2026-05-02

Updated: 2026-05-02

Found email addresses for Alexis McDaniel:

Business emails:

m*************s@balancewealth.com

Found phone for Alexis McDaniel:

+1-***-***-7964

A different Alexis McDaniel?

Work Experience 8 years

Client Relationship Associate at Balance Wealth

Aug 2025 - Current

Independent Branch Client Service Specialist at Charles Schwab

Oct 2022 - Jun 2025

Financial Services Professional at Charles Schwab

Jun 2020 - Oct 2022

Athletic Marketing and Promotions Intern at Northern Kentucky University

Aug 2018 - May 2019

Client Service Specialist at Charles Schwab

Jun 2018 - Aug 2018

Alexis McDaniel started working in 2018, then the employee has changed 2 companies and 4 jobs. On average, Alexis McDaniel works for one company for 1 year 4 months.

Their professional focus is Communication, Customer Service, and Detail-Oriented across 3 core areas.

Education

Bachelor of Science - BS at Northern Kentucky University

Alexis McDaniel Namesakes

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Alexis McDaniel

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Alexis McDaniel

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Alexis McDaniel

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Claims Management

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