Daniel Woods is a seasoned financial professional with extensive experience in client accounting and financial management. As a Founding Partner at DOAAR since January 2006, Daniel provides accounting services for businesses operating domestically and internationally. In addition, Daniel serves as a Strategic Partner at Axxcess Wealth Management since December 2015, focusing on financial planning and advisory services for business owners. Previously, Daniel worked as a Family Office Advisor at Greenberg | Graham Advisors LLC from October 2012 to November 2015, delivering accounting and financial services to ultra-high-net-worth individuals and their families. Earlier in their career, Daniel was a Staff Accountant at Wave Wealth Management, LLC, where Daniel handled transactional and controllership accounting for private equity ventures. Daniel holds a B.A. in Business Administration with concentrations in Accounting and Professional Business from Cal State Fullerton and received further education at The University of Chicago Booth School of Business.
Sign up to view 0 direct reports
Get started
This person is not in any teams