Daniel Morris Location
- California, United States
Daniel Morris Work
- 1994 - now Chief Dragon Slayer @ Morris + D'Angelo
- 2008 - now Managing Consultant @ Strategic Global Advisors, Limited
- 2001 - now Founder @
- 2000 - 2009 Founder @
- 1994 - now Founding Partner and Managing Director @ Morris + D'Angelo - Not Just Another CPA Firm
- 2018 - 2019 Chair, Regulatory Working Group @
- 2013 - 2017 Chair, Advisory Committee @ Captiface, LLC
- 2012 - 2017 Managing Director, Exemplar Tax and Accounting @
- 1994 - 2015 Volunteer @ CalCPA
- 2000 - 2004 Manager @
- 1987 - 1990 Senior Accountant @ Blokker, Steiner & Company
- 1985 - 1987 Property Accountant @ Prometheus Development Company
- 1984 - 1985 Staff Accountant @
Daniel Morris Education
- Tuck Executive Education at Dartmouth
Certificate in Growing a Diverse Businesse (Business Administration and Management, General)
2024 - 2024 - London Law University
100 Graduate Units (Private Wealth Advisory)
2018 - 2023 - Society of Trust and Estate Practitioners
Post Professional Diploma in Private Wealth Advisory (Multinational Wealth Preservation)
2016 - 2017 - University of Oregon
Bachelor of Science (BS) (Rhetoric)
1979 - 1984 - Parkrose
Diploma (General Studies)
1976 - 1979
Daniel Morris Skills
- Tax
- Entrepreneurship
- Small Business
- Mergers & Acquisitions
- Business Strategy
- Accounting
- Nonprofits
- Income Tax
- Employee Benefits
- Start-ups
- Financial Statements
- Finance
- Auditing
- Management
- Tax Preparation
- CPA
- Strategic Planning
- Management Consulting
- Wealth
- Consulting
- Executive Management
- Financial Analysis
- Financial Reporting
- SaaS
- Financial Audits
- Strategy
- Strategic Financial Planning
- Due Diligence
- Budgets
- Valuation
- Business Planning
- Business Development
- Financial Advisory
- Financial Services
- Strategic Consulting
- Private Equity
- Managerial Finance
- Business Valuation
- Economics
- Investments
- Financial Planning
- Financial Modeling
- Internal Controls
- Tax Accounting
- Tax Returns
- Leadership
- Corporate Tax
- Financial Accounting
- Public Speaking
- General Ledger
- Mergers and Acquisitions
- Customer Service
- Start Ups
Daniel Morris Summary
- Daniel Morris, based in California, United States, is currently a Chief Dragon Slayer at Morris + D'Angelo. Daniel Morris brings experience from previous roles at Strategic Global Advisors, Limited, Verasage Institute and Morris + D'Angelo - Not Just Another CPA Firm. Daniel Morris holds a 2024 - 2024 Certificate in Growing a Diverse Businesse in Business Administration and Management, General @ Tuck Executive Education at Dartmouth. With a robust skill set that includes Tax, Entrepreneurship, Small Business, Mergers & Acquisitions, Business Strategy and more. Daniel Morris has 1 emails and 1 mobile phone numbers on RocketReach.
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