If you need more lookups,
subscriptions start at $34 USD/month.
Daniel Wood Location
Virginia, United States
Daniel Wood Work
CEO and Managing Principal @ (May 2017 - Present)
Financial Advisor @ (April 2011 - May 2017)
Financial Advisor @ (January 2007 - January 2011)
Daniel Wood Education
Bowie State University
Bachelor of Science (B.S.) (Banking and Finance)
Daniel Wood Skills
Trading
Finance
Wealth Management
Investments
Retirement Planning
Mutual Funds
Asset Allocation
Series 7
Investment Strategies
Investment Advisory
Strategic Financial Planning
Portfolio Management
Financial Advisory
Securities
Financial Services
Equities
Asset Management
Accounting
Microsoft Excel
Customer Service
Budgets
Financial Reporting
Daniel Wood Summary
Daniel Wood, based in Virginia, United States, is currently a CEO and Managing Principal at Drake Woodschoo. Daniel Wood brings experience from previous roles at LPL Financial and Morgan Stanley Smith Barney. Daniel Wood holds a Bachelor of Science (B.S.) in Banking and Finance @ Bowie State University. With a robust skill set that includes Trading, Finance, Wealth Management, Investments, Retirement Planning and more. Daniel Wood has 3 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Daniel Wood?
Find contact details for 700 million professionals.