Donna

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Advisor Wealth Services Workflow Solutions Associate at Charles Schwab|Dallas-Fort Worth Metroplex, United States

Position:

Advisor Wealth Services Workflow Solutions Associate at Charles Schwab

Location:

Dallas-Fort Worth Metroplex, United States

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Last updated: 2025-04-16
Updated: 2025-04-16

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Work Experience 5 years

Advisor Wealth Services Workflow Solutions Associate at Charles Schwab

Jun 2024 - Current

Customer Relationship Advocate at Fidelity Investments

Nov 2023 - May 2024

Transaction Processor at Fidelity TalentSource

Nov 2022 - Apr 2023

Financial Services Representative at TD Ameritrade

Oct 2021 - Dec 2021

Donna started working in 2021, then the employee has changed 3 companies and 3 jobs. On average, Donna works for one company for 9 months.

Education

Bachelor of Arts at Virginia Commonwealth University

Frequently Asked Questions

What is Donna's email address?

SignalHire found verified email addresses for Donna, both business and personal. Their business email is **@aboutschwab.com, and personal emails include ****@fidelity.com, d***@ftsjobs.com, and d***@gmail.com.

What is Donna's phone number?

SignalHire found multiple verified phone numbers for Donna: +1-205-***-**69, and +1-205-***-**06.

How do I contact Donna at Charles Schwab?

You can reach Donna through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Donna's professional background?

Donna has 5 years of professional experience. They have held roles including Customer Relationship Advocate, Transaction Processor, and Financial Services Representative at companies such as Fidelity Investments, Fidelity TalentSource, and TD Ameritrade. Their education includes Bachelor of Arts from Virginia Commonwealth University.

Is Donna's contact information up to date?

Yes. Donna's SignalHire profile was last updated on 16 April 2025, reflecting their current position as Advisor Wealth Services Workflow Solutions Associate at Charles Schwab in Westlake, Texas, United States.

Donna Namesakes

Name
Company
Position
Donna McComas
McComas Seamless Gutters Inc.
Owner
Donna
Delaware Center for Distance Adult Learning
Instructor

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