Daniel Williams

  • San Diego US-CA

Summary & Objective

While obtaining a bachelors’ degree in finance at San Diego State University, I learned a great deal about financial modeling and planning.I have continued to use these skills, along with the legal training I acquired in law school, to do such jobs as trying to determine the value of assets and investments through tax documents, researching legal issues such as tax fraud, analyzing financial forecasts of potential investments, and providing feedback to start-ups regarding their business models.

During my time in law school at the University of San Diego, I further developed my writing and research abilities. I have also found myself in many situations where I had to rely not just on myself but on others as well.In these instances, I have always been able to work cohesively with a team in order to achieve the desired results.

I am currently looking to bring my education in finance and law to a company in order to utilize my legal training, research abilities, and financial knowledge.


Jun 2007

Bachelor of Science, Business Administration

San Diego State University

Work History

Work History
Mar 2012 - Present


Moore Venture Partners

•Analyzed financial forecasts of possible investments

• Performed due diligence on potential investments

•Participated in pitch sessions with start-ups, including providing valuable feedback to start-ups

Aug 2011 - Jun 2012


CONNECT, San Diego

• Assist entrepreneurs with finalizing their marketing and financial plans

• Assist entrepreneurs with developing a funding plan

Dec 2010 - Jan 2011

Research Assistant

A Professor of Law, USD

•Analyzed tax records to determine ownership and value of investments

2008 - 2009

Law Clerk

Horizon Law Group, LLP

•Researched legal issues, including tax fraud for a large international investment bank

•Researched compliance with rules and regulations

•Drafting and responding to pleadings, motions, interrogatories and document requests


Dec 2010 - Present

California Bar Association

California State Bar
May 2012 - Present

California Real Estate Broker

California Association of Realtors