- In Short -


Daniel S. Williams is a cum laude graduate from the Carroll School of Management of Boston College ('16), holding a B.S. in Finance. He has a diverse background rooted strongly in financial services, as well as in startups, sales, and marketing. His articles have been featured by award-winning YFS Magazine and other publications such as SiliconValleyGlobe.com, Retail TouchPoints, and Fibre2Fashion. He is HubSpot Inbound and E-mail Marketing certified, as well as both Google AdWords and Analytics certified.




Driven by results, an entrepreneurial flare, and always learning are attributes that best describe me. Life is full of color, and I see my role as playing a part in maximizing every interaction. I am passionate about finance and helping others achieve their goals, welcoming opportunities to be challenged and dedicate my efforts. One thing I hold certain: It is paramount to blur the distinction between what you ‘do’ and what you ‘love doing’.


I graduated in May 2016 from the Carroll School of Management of Boston College, where I was part of the Advanced-Standing three-year degree program, earned cum laude honors, and pursued numerous endeavors. I hold a Bachelor’s of Science in Management, concentrated in Finance.


I have had the fortune to work in a diverse set of industries, harboring my passion for the financial markets and an analytical approach that is goal-oriented. Areas of particular interest to me include: Equity Research, Fundamental Analysis, Due Diligence, Portfolio Management, Commercial Development, Financing, Investment Strategies, and Fostering Long-Term Relationships with Clients. I had earned both my FINRA Series 7/66 licenses before graduating from university.


Some groups I've worked with include: Xperii Corp., Edward Jones Investments, Prudential Financial, Vetr, Inc., QUESS Capital LLC (Vitruvia Consulting), Freewear Apparel, brsCPA LLC, Premier Fashion Finds and others.


My articles have been featured in several publications such as: YFS Magazine, Retail TouchPoints, Fibre2Fashion, Linkedin Pulse and more.


Other Interests: Startups, Traveling, Road Trips, Cooking, Trend Analysis, Investing, Heritage Brands, Writing Articles, and Making a Difference



Thanks for stopping by - I look forward to connecting!


- Daniel S. Williams























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