Daniel Wood Email & Phone Number
CEO and Managing Principal @ Drake Woodschoo
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Daniel Wood Location
- Virginia, United States
Daniel Wood Work
- 2017 -now CEO and Managing Principal @
- 2011 -2017 Financial Advisor @
- 2007 -2011 Financial Advisor @
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.
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