Casey Fanelli Email & Phone Number

San Francisco, CA, US

San Francisco, California, United States

Calculated, consulted, and analyzed Estate and Gift Tax Planning, Income Tax Planning, and Venture Capital Tax Planning for multiple clients, providing workpapers, recommendations, and unique Tax solutions.

San Francisco, California, United States

Learned and specialized in Venture Capital, Private Equity, Public Company, Financial Statement, Not-for-Profit, and Employee Benefit Plan Audits, providing workpapers on multiple clients.

Bloomington, Indiana, United States

Forecasted the IU Club Baseball Program's spending over a semester with an unknown number of participants, unknown schedule, and rough estimate of expenses and formulated the per player costs.- Created a historical budget and adjusted costs for rising hotel prices, built in future expected club expenses, and corrected overestimates from the previous.

Bloomington, Indiana, United States

Conducted team tryouts, organized practices, scheduled games, coordinated with other schools' Club teams, and debated and made decisions on improving the direction of IU's Club Baseball Program.- Orchestrated the creation of the IU Club Baseball Program's second team, expanding club outreach by allowing 24 new members to continue playing and practicing.

Bloomington, Indiana, United States

Spent 5-10 hours a week strengthening social media skills, photoshop skills, graphic making skills, video production skills, and organizing club events.- Made team photoshopped graphic similar to Indiana University Basketball posters with no experience or training on photoshop.- Created and maintained the Club's first interactive website including blogs.

Carmel, Indiana, United States

Delivered food and groceries to customers via vehicle. Communicated with customers, vendors, and DoorDash.- Reinvented a method to delivery driving by stacking and accepting orders in a unique way to maximize profits and improve customer satisfaction along with increasing revenues.- Exhibited strong communication skills with vendors and customers by.

Westfield, Indiana, United States

Spent 25 to 30 hours per week at practices, at games, and traveling. Assistant Coach that worked on administrative and playing operations. Threw batting practice, hit ground balls, hit fly balls, coached 1st and 3rd base, wrote lineups, declared rotations and starters, and worked on tournament administration.- Planned the pitch calling, lineups, rotations.

Carmel, Indiana, United States

Beginning of COVID, began shadowing and learning about financial, accounting, and investing methods and procedures under my Father, Jim Fanelli. Integration of learning was used to prepare mock financial statements. Fanelli Finance is not a licensed company.

Westfield, Indiana, United States

2 Year DECA Club Member at Westfield High School. Competed as a Financial Services Decision Maker. Competed in DECA School, District, and State competitions by testing, preparing speeches, and giving presentations.

Education record

Bachelor Of Science - Bs, Accounting And Finance, Business Analytics

A+

Activities and Societies: 4 Year Baseball Player, DECA Club Financial Competitor, National Honors Society Member, Student Impact Member.