Daniel Woods Email & Phone Number
Founding Partner @ DOAAR
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Daniel Woods Location
- San Diego, CA, US
Daniel Woods Work
- 2006 -now Founding Partner @
- 2015 -2025 Strategic Partner @
- 2012 -2015 Family Office Advisor @
- 2004 -2008 Staff Accountant @
Daniel Woods Education
- The University of Chicago Booth School of Business
Certified Private Wealth Advisor® (CPWA®) Program (Certified Private Wealth Advisor® (CPWA®) Program)
- Cal State Fullerton, College of Business and Economics
B.A. in Business Administration (Accounting & Professional Business Concentrations)
- Laguna Beach Unified School District
General Studies
Daniel Woods Skills
- Technical Accounting
- Internal Controls
- Sales
- Strategic Planning
- Business Strategy
- Business Planning
- New Business Development
- Account Management
- Team Building
- Customer Service
- Entrepreneurship
- Negotiation
- Marketing
- Social Media
- Marketing Strategy
- Public Speaking
- Sales Management
- Contract Negotiation
- Retail
- Strategic Partnerships
- Strategy
- Direct Sales
- CRM
- Investments
- Finance
- Management
- Business Development
- Accounting
- Start-ups
- Consulting
- Financial Planning
- Portfolio Management
- Financial Analysis
- Small Business
- Analysis
- Risk Management
- Leadership
- Tax
- Wealth Management
- Retirement Planning
- Venture Capital
- Private Equity
- Due Diligence
- Estate Planning
- Financial Modeling
- Corporate Finance
- Financial Reporting
- Start Ups
Daniel Woods Summary
- Daniel Woods, based in San Diego, CA, US, is currently a Founding Partner at DOAAR: Bookkeeping, Controller & CFO Services. Daniel Woods brings experience from previous roles at Axxcess Wealth Management, Greenberg | Graham Advisors LLC and Wave Wealth Management, LLC. Daniel Woods holds a Certified Private Wealth Advisor® (CPWA®) Program in Certified Private Wealth Advisor® (CPWA®) Program @ The University of Chicago Booth School of Business. With a robust skill set that includes Technical Accounting, Internal Controls, Sales, Strategic Planning, Business Strategy and more. Daniel Woods has 2 emails and 1 mobile phone numbers on RocketReach.
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Daniel Woods
Founding Partner
San Diego, CA, US
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