Daniel Oh is a Senior Vice President and Market Leader. Currently he is responsible for the growth of Lenox’s West Coast offices through efforts in recruiting, training, and development. In addition to his management responsibilities, Daniel is committed to building long-term relationships with his clients while helping them reach their goals. Drawing on his knowledge, experience, and world-class tools, he helps build financial freedom for his clients. Daniel’s clients consist of trusted advisors, attorneys and CPAs, high net worth executives, and business owners.
Before joining Lenox, Daniel spent the last 15 years at AXA/Equitable Advisors. He attended the University of California, Irvine graduating Cum Laude and earning a bachelor’s degree in Criminology, Law, and Society. While at UCI, Daniel also graduated Phi Betta Kappa.
Daniel holds his Series 7, 66, and 24 licenses.