Daniel Wood
Relaciones Internacionales @Rotary International
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WORK HISTORY
Relaciones Internacionales @Rotary International
Tijuana, MX
Develop relationships with several Rotary Clubs in Southern California and partner with several philanthropic projects domestically and internationally in health, education and others.
EDUCATION
Southwestern Community College District
Business Administration and Management, General
San Diego State University-California State University
B.S. Business Administration
ABOUT DANIEL WOOD
Wells Fargo / Citibank • Managed portfolios for retail and high-net-worth clients, delivering tailored financial solutions. • Built strong client relationships that increased account retention and cross-selling opportunities. • Conducted financial needs analyses to identify opportunities for portfolio growth and improved financial outcomes.Morgan Stanley – Financial Advisor • Provided comprehensive financial planning and investment guidance for individual and family clients. • Increased client assets under management through trust-building and proactive advisory services. • Developed personalized investment strategies aligned with clients’ goals and risk tolerance.I am now focused on becoming an Independent Private Equity Placement Agente and Register with. Broker Dealer. connecting sophisticated investors with private equity. Leveraging my wealth management experience, I aim to help investors navigate complex capital-raising opportunities and build trusted, long-term investment relationships.
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