Daniel Goldstein

COO & Co-Founder at Trust & Will || Techstars || Baylor

San Diego, CA


Office Hours

How does this work?

I'm passionate about working alongside talented people to make things happen. I'm usually working with a variety of people/companies/projects at any given time. I'm deeply involved in software and blockchain and I'm always trying to learn. I can be reached by email or phone: Trust & Will: daniel@trustandwill.com Personal: goldstein22@gmail.com Cell: 1-847-323-1230

Ask me about
financial modeling
sales operations
CRM Software
Task Management Software
Google Analytics
Work experience

Aug 2017 - Present

Trust & Will

COO, Co-Founder

Trust & Will is disrupting the trust and estate planning industry with an easy, fast, and secure way to set up your Estate Plan online. We’ve modernized estate planning with a design-first approach, layered on top of incredible customer support — making estate planning simple, affordable, and accessible for every American. Since launching in October of 2017, we’ve raised $23M+ in capital, graduated the Techstars accelerator, completed the first electronic Will in history, and have built strong relationships with MassMutual, Charles Schwab, Fidelity, Fifth Third Bank, AARP, Acorns, and more. We’ve helped hundreds of thousands of Americans kickstart their estate plans with a better way to plan for the future. Website: http://trustandwill.com Jobs: http://trustandwill.com/careers


Dec 2016 - May 2017


VP, Strategy and Business Development

Seamgen is a custom software firm focused on design and development of mobile and web applications. As VP, Strategy and Business Development, I was responsible for the revenue management and strategy of our entire pipeline—marketing, new business, existing business, account management, and business development. I was accountable for our yearly revenue goals and client products and worked directly with the entire Seamgen team to achieve these goals. During my time at Seamgen, we achieved >100% revenue growth. I spent 2 years as a Director and then was promoted to VP.


Dec 2014 - Dec 2016


Director of Strategy and Business Development


Dec 2012 - Dec 2014

Punchkick Interactive

Director of Business Development

Punchkick Interactive is a custom software firm located in Chicago. PKI has worked with 20+ Fortune 1000 companies. During my time at Punchkick, I was responsible for all new business activity and coordinated client strategy with an incredibly talented team. This included building a new business team of 6 focusing on outbound effort, managing all inbound activity, leading new business pitches to Fortune 500, and creating a repeatable system for growth and strategy.


Jan 2012 - Dec 2012


City Planner

- Support a sales staff of 15 towards daily, weekly, and monthly goals - Planned, approved, structured, and arranged merchant features to hit daily sales goal - Analyzed performance and applied learning’s to future growth

Sep 2011 - Dec 2012

Project: Living Well

Partner, Strategy and Development

Project: Living Well is a social business with a vision to inspire at least 1 million people to begin Living Well locally and provide at least 1 million people access to clean water abroad. After successfully crowdfunding our main product via Indiegogo, PLW produced the first production run of a water container called The Calabash.

Mar 2011 - Mar 2012

CityStreak LLC


CityStreak creates short, urban adventures for teams of 2-4 to compete for a prize. The adventure, called a Streak, lasts 1-2 hours and ends at a place for everybody to be social and meet each other. We launched in cities across the US in 2010 and are always looking for partners moving forward.


Jun 2010 - Dec 2010


Franchise Development Program / General Manager

- Managed franchised restaurant with sales exceeding $3.7 million dollars - Responsible for hiring, coordinating, and motivating a team towards daily and monthly goals - Led sales to a 15% average sales growth from previous year

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