Billy Daniels, CRPC®, currently serves as Senior Vice President and Private CFO® at oXYGen Financial, where the focus is on aiding entrepreneurs, young professionals, and small business owners in making informed financial decisions and creating strategies for generational wealth transfer. Prior to this role, Billy gained experience at Edward Jones as a Financial Advisor and Trainee, as well as at NYLIFE Securities LLC as a Financial Services Professional. Additional experience includes working as an Agent for New York Life Insurance Company, a Financial Analyst at MarketSource Inc., and an Accounts Receivable Coordinator/Analyst at Nolan Transportation Group. Billy holds a Bachelor of Science degree in Finance, Banking & Financial Services from The University of Alabama.
Sign up to view 0 direct reports
Get started