Profile
Mr. Dan Davis is a Managing Director & Principal at CastleOak Securities LP and a Director-Government & Agency at Tradebonds.com.
Prior to joining CastleOak Securities on June 29, 2010, Mr. Davis was Director-Money Market Trading at Finacorp Securities.
Before that, he worked for Seattle-Northwest Securities.
Previously, he was Regional Sales Manager for BA Securities, Fixed Income Trading Manager for US Bank and a Money Market Trader for First Interstate Bank.
He has wealth of experience in trading, underwriting, sales and investment advisory management.
Mr. Davis received a BS degree in Finance from Oregon State University.
Dan Davis active positions
| Companies | Position | Start |
|---|---|---|
Tradebonds.com
 Tradebonds.com Investment Banks/BrokersFinance Tradebonds.com provides online electronic trading system and e-infrastructure for participants in the fixed income market. The company is headquartered in Irvine, CA. | General Counsel | - |
Former positions of Dan Davis
| Companies | Position | End |
|---|---|---|
CastleOak Securities LP
 CastleOak Securities LP Investment Banks/BrokersFinance Founded in 2006, CastleOak Securities LP is a minority-owned broker/dealer located in New York City with additional offices in Atlanta and Chicago. CastleOak engages in sales and trading, capital markets and financial advisory services. The firm offers expertise in primary and secondary market transactions and is structured to handle mergers, acquisitions, divestitures, valuations and general strategic assessments. Their clients range from Fortune 500 to middle-market corporations, institutional investors and financial sponsors. CastleOak is in partnership with Cantor Fitzgerald. They do not provide any internal research. | Analyst-Fixed Income | 2011-03-29 |
Finacorp Securities
 Finacorp Securities Investment Banks/BrokersFinance Founded in 1994 by Eduardo Prado, Finacorp Securities is a full service broker/dealer located in Irvine, California. The firm services to institutional clients in the US and in select international markets. They provide products and services in the fixed-income, interest rate, credit and equity markets. Finacorp operates as a certified minority-owned Hispanic broker/dealer. They are a member the SIPC, FINRA and MSRB. All accounts are carried by Broadcort, a division of Merrill Lynch (NYSE: MER). | Director of Research - Fxd Inc | 2010-05-09 |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Corporate Officer/Principal | - |
U.S. Bank (Lawrence, Kansas)
 U.S. Bank (Lawrence, Kansas) Investment ManagersFinance U.S. Bank provides investment advice. The company was founded in 1962 and is headquartered in Lawrence, KS. | Corporate Officer/Principal | - |
BancAmerica Securities, Inc. (Philippines)
 BancAmerica Securities, Inc. (Philippines) Investment Banks/BrokersFinance Part of Bank of America Corp., BancAmerica Securities, Inc. (Philippines) provides brokerage services. | Corporate Officer/Principal | - |
Training of Dan Davis
| Oregon State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Tradebonds.com
Tradebonds.com Investment Banks/BrokersFinance Tradebonds.com provides online electronic trading system and e-infrastructure for participants in the fixed income market. The company is headquartered in Irvine, CA. | Finance |
Seattle-Northwest Securities Corp.
 Seattle-Northwest Securities Corp. Investment Banks/BrokersFinance Seattle-Northwest Securities Corp. is based in Seattle, WA. Part of Piper Sandler Cos., Seattle-Northwest Securities Corp. is a company that provides investment banking and asset management services. Seattle-Northwest Securities was acquired by Piper Jaffray Cos. on July 12, 2013 for $21 million. | Finance |
BancAmerica Securities, Inc. (Philippines)
BancAmerica Securities, Inc. (Philippines) Investment Banks/BrokersFinance Part of Bank of America Corp., BancAmerica Securities, Inc. (Philippines) provides brokerage services. | Finance |
U.S. Bank (Lawrence, Kansas)
U.S. Bank (Lawrence, Kansas) Investment ManagersFinance U.S. Bank provides investment advice. The company was founded in 1962 and is headquartered in Lawrence, KS. | Finance |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Finance |
Finacorp Securities
Finacorp Securities Investment Banks/BrokersFinance Founded in 1994 by Eduardo Prado, Finacorp Securities is a full service broker/dealer located in Irvine, California. The firm services to institutional clients in the US and in select international markets. They provide products and services in the fixed-income, interest rate, credit and equity markets. Finacorp operates as a certified minority-owned Hispanic broker/dealer. They are a member the SIPC, FINRA and MSRB. All accounts are carried by Broadcort, a division of Merrill Lynch (NYSE: MER). | Finance |
CastleOak Securities LP
CastleOak Securities LP Investment Banks/BrokersFinance Founded in 2006, CastleOak Securities LP is a minority-owned broker/dealer located in New York City with additional offices in Atlanta and Chicago. CastleOak engages in sales and trading, capital markets and financial advisory services. The firm offers expertise in primary and secondary market transactions and is structured to handle mergers, acquisitions, divestitures, valuations and general strategic assessments. Their clients range from Fortune 500 to middle-market corporations, institutional investors and financial sponsors. CastleOak is in partnership with Cantor Fitzgerald. They do not provide any internal research. | Finance |
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