Daniel Woods Location

San Diego, CA, US

Daniel Woods Work

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

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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