Daniel Goldstein in

Daniel Goldstein

Login to view DISC.
President & COO, Co-Founder at Trust & Will
📍 Dallas, Texas, United States

Daniel Goldstein is the Co-Founder, President, and COO of Trust & Will, the leading digital estate planning platform in the U.S. He focuses on strategic growth, operations, and building high-performing teams to scale the venture-backed company. Colleagues describe him as passionate, savvy, and a natural leader, with a degree in Business from Baylor University.

Read the full overview →
Experience
14 Years
Current Role
President & COO, Co-Founder
Job Level
Leadership
Location
Dallas, Texas, United States
Personality Overview

How Daniel shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Daniel cares about

Digital Estate Planning
He co-founded and leads the largest digital estate planning company in the US, aiming to make the process simple, accessible, and affordable for all families.
Startup Scaling
He has successfully led Trust & Will through multiple funding rounds, growing it from a small team in a co-working space to a scaled, venture-backed industry leader.
+5 more topics Login to view topics
Career

Work history

8-2017
President & COO, Co-Founder
Trust & Will
12-2016 - 5-2017
VP, Strategy and Business Development
Seamgen
12-2014 - 12-2016
Director of Strategy and Business Development
Seamgen
12-2012 - 12-2014
Director of Business Development
Punchkick Interactive
1-2012 - 12-2012
City Planner
Groupon
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Business
Baylor University - Hankamer School of Business
Education details unavailable
Deerfield High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Trust & Will Employees

Explore more public profiles from related professionals.

Meagan Manion
Meagan Manion
Head of Operations, Professional Services
Trust & Will

More profiles

Discover additional public profiles from our index.

BY
Brandy Young
Director of Finance & HR
Bryce Resort
AB
Anthony Botro
IT Product Manager
Ryan Specialty
 Naz Mut
Naz Mut
Director of Performance Marketing
Saks Global
 Caillie Horner
Caillie Horner
Manager, Growth Marketing
Saks Global
Unlock the full playbookSee exactly how to sell to Daniel. Free, 10 seconds.