Daniel Marsh is currently the Vice President and Branch Manager at Charles Schwab, a position held since 2025, following their role as VP - Assistant Branch Manager from 2022 to 2025. Prior to joining Charles Schwab, Daniel served as an Associate Sales Manager at UBS from 2021 to 2022 and worked as a Financial Advisor and Corporate Stock Benefit Consultant. Daniel earned a Bachelor's degree in Business Administration and Management from Wagner College in 2017 and obtained an MBA in Finance from the same institution between 2017 and 2019.
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