Daniel Wood Location
Virginia, United States
Daniel Wood Work
- 2017 - now CEO and Managing Principal @ Drake Woodschoo
- 2011 - 2017 Financial Advisor @ LPL Financial
- 2007 - 2011 Financial Advisor @ Morgan Stanley
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
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 2 emails and 4 mobile phone numbers on RocketReach.
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