Dan Davis

Dan Davis
Dan Davis

Managing Director, Head of Fixed Income Trading

LinkedIn
LinkedIn

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 all Fixed Income trading for CastleOak. He is also has an active and direct role in the origination and trading of Agency and Supra securities and all money market instruments. Prior to joining CastleOak Securities, Mr. Davis managed the Treasury, Agency and Money Markets group at Finacorp Securities and led the Taxable Trading department at Seattle-Northwest Securities, where he also founded the firm’s investment advisory business. Prior to Seattle-Northwest, Mr. Davis was the Northwest Region Sales Manager for BA Securities, the Fixed Income Trading Manager for US Bank, and a Money Market Trader for First Interstate 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.

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