Daniel Zales, Jd, Ms Email & Phone Number

Sacramento, Ca

Business, tax, and estate planning law firm in the heart of Sacramento.

Boutique financial services and consulting firm assisting entrepreneurs, small businesses & individuals to increase cash flow by providing strategies in business, marketing, investing, and financing. Winding down firm to focus on transition to legal career. Notable work includes:• Managed arbitrage commercial paper investment fund with returns over triple the S&P 500’s returns (2016-2019). All 100+ investments had positive returns.• Helped clients in cyber security, IT, cryptocurrency, cannabis, eLearning, and legal industries on strategy, financial modeling, cash flow engineering, business plans, business/product development, & M&A/transactions.

Davis, California, United States

Supported clients at every step of their entrepreneurial journey: planning, incorporation, negotiations, contracts, friendly disputes, business purchases, business sales, and succession planning. Helped clients with both tax planning and IRS disputes.

Cameron Park, California, United States

Provide legal assistance & research to firm principal attorney, Dale Schafer, on start-ups, regulatory license applications, and maximizing tax efficiencies since August 2020. Wrote, reviewed, or assisted on supply agreements, contracts, letters of intent, bylaws, SOPs, master services agreements, incorporation registrations, M&A, and legal research. Assisted clients in applying for local and state authorizations to operate businesses and maintaining compliance with all applicable regulations once business is operational.

Camas, Washington

• Built and tested quantitative algorithms designed to manage equity portfolios• Conducted qualitative and quantitative equity research focusing on global capital market trends• Developed and back tested quantitative investment strategies• Analyzed business development tests and client sentiment surveys

• Developed business opportunities, statistical analysis, social networking, research, marketing and recruiting advice/recommendations to CEO. • Helped build the Open Petroleum Education Network (OPEN) from $100,000 to $1,000,000• Created strategy enabling 25,000+ students on four continents to have free education & training resources• Created sales strategies and gave business advice based on statistical analysis of sales data.• Recruited 10+ tier 1 university students• CEO referred to me as his one-person think-tank.

Houston, Texas Area

Rice–Pending Gravitation (RPG) Research Team: Proposed, designed, built and tested and electromagnetic sensor that provides a method of locating space vehicles in microgravity.• Tested the sensor in microgravity while flying on G-Force Zero (often referred to as the Vomit Comet)• Collaborated with stakeholders, wrote proposal, facilitated brainstorming, secured majority of funding and sponsorships ($5,000), performed NASA outreach at 5 schools, and presented findings• Built and maintained the website and social media groups

Norden, Ca

Sugar Bowl Ski Foundation is a ski team that provides full spectrum of advanced training. • Seasonally coached and supervised up to twelve athletes and communicated progress to their parents.

Sacramento, California Area

Coordinated, supervised and motivated over 30 volunteers to provide program assistance to at-risk middle school-aged minorities.

Sacramento, California Area

CBC Engineering specializes in designing and customizing high performance automobiles. • Responsibilities included research, project planning, merchandise acquisition, preparation, installation, clean up, opening, and closing

Sacramento, California Area

Fast Track Math is a summer program that fills gaps in college students’ math education. • Taught up to twenty college engineering students in a classroom setting, tutored individuals, graded tests, and homework.

Doctor Of Law - Jd

Tax law certificate Class Representative for Budget Policy Committee & Business Law Society

Jerome Fisher Management And Technology Summer Institute

On the team that won two of the four awards given for the capstone project (faculty award for business plan, popular choice award.

Master Of Statistics, Statistics

Specializations: Financial Statistics and Statistics of Risk Thesis: Stock Ranking using Weighted Power Means (with Linda Yu) My thesis.

Bachelor Of Arts (Ba), Political Science

Distinction in Research and Creative Works

Education record

High School Diploma