Daniel S. Oh

Daniel S. Oh has extensive work experience in the financial industry. Daniel S. is currently the Senior Vice President and West Coast Market Leader at Lenox Advisors since April 2023. Prior to that, they held the position of Senior Vice President at Lenox Advisors starting from February 2021. Before joining Lenox Advisors, they worked at Equitable Advisors as a Senior Vice President from January 2020 to December 2020. Daniel S. was jointly responsible for overseeing, growing, and managing the Los Angeles operation. From 2005 to 2020, they worked at AXA Advisors, LLC, where they held various roles including Senior Vice President, Vice President, and Financial Consultant. Their responsibilities included the overall oversight, growth, and day-to-day management of the Los Angeles operation.

Daniel S. Oh completed their Bachelor of Arts (BA) degree in Criminology, Law and Society at the University of California, Irvine. In addition to their undergraduate education, they obtained several certifications in the financial industry. Daniel S. earned their General Securities Registered Principal - Series 24 certification from the Financial Industry Regulatory Authority in April 2010. In December 2005, they achieved the General Securities Representative - Series 7 certification and the Uniform Combined State Law Examination - Series 66 certification, also from the Financial Industry Regulatory Authority. Furthermore, they obtained the California Life and Health License from the California Department of Insurance in November 2005. The information regarding their California Insurance License is incomplete, lacking the obtained month and year.