Dan Davis

Mr. Davis has 35 years of trading, underwriting, sales, investment advisory and executive level management experience in the institutional fixed income markets. In his current role, Mr. Davis oversees Fixed Income for CastleOak and has an active role in the origination and trading of Agency and Supra securities and all money market instruments.

Prior to joining CastleOak, Mr. Davis managed the Treasury, Agency and Money Markets group at Finacorp Securities and led the Taxable Trading department at Seattle-Northwest Securities. Prior to Seattle-Northwest, Mr. Davis was the Northwest Region Sales Manager for BA Securities and the Fixed Income Trading Manager for US Bank.

Mr. Davis is a graduate of Oregon State University where he earned a B.S. in Finance. He holds FINRA licenses Series 7, 24, 52, 63 & 65.