Daniel Kim: Email & Phone Number

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AVP- Wealth Service Escalation Specialist at Citi|San Antonio, Texas, United States

Position:

AVP- Wealth Service Escalation Specialist at Citi

Location:

San Antonio, Texas, United States

View Daniel Kim's Email

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Last updated: 2026-05-25

Updated: 2026-05-25

Found email addresses for Daniel Kim:

Business emails:

d*******m@schwab.com

Found phone for Daniel Kim:

+1-***-***-9949

A different Daniel Kim?

Work Experience 5 years

AVP- Wealth Service Escalation Specialist at Citi

Mar 2025 - Current

Registered Wealth Service Associate at Citi

Oct 2023 - Mar 2025

Financial Services Professional at Charles Schwab

Dec 2022 - Oct 2023

Financial Professional at Equitable Advisors

Dec 2021 - Nov 2022

Daniel Kim started working in 2021, then the employee has changed 2 companies and 3 jobs. On average, Daniel Kim works for one company for 1 year 1 month.

Their professional focus is Communication, FINRA, and Negotiation across 3 core areas.

Daniel holds CFA Program Level I, Series 7, and Series 63 certifications.

Education

Bachelor's degree at University of Hawaii at Manoa

Daniel Kim Namesakes

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Daniel Kim

Grata Health

Founding Engineer

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Daniel Kim

Senior Consultant

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Daniel Kim

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Senior Business Analyst Product Consultant

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