Daniel Caswell, Cpa

Daniel Caswell, Cpa Email and Phone Number

Founder, Principal, Integrated Wealth Strategies @ Integrated Wealth Strategies
austin, texas, united states
Daniel Caswell, Cpa's Location
Austin, Texas, United States, United States
Daniel Caswell, Cpa's Contact Details

Daniel Caswell, Cpa work email

Daniel Caswell, Cpa personal email

n/a

Daniel Caswell, Cpa phone numbers

About Daniel Caswell, Cpa

Integrated Wealth Strategies is a family and business wealth advisory firm providing integrated solutions to business owners and executives across the country..IWS uses proprietary processes and tools to help business owners and executives grow their business value and integrate that Growth into their retirement and estate plan. The process help increase the value of the business and estate, protect, grow and extract that value for enjoyment.most of the folks we work with have advisers and plans but for many reasons some of the most important things are not getting done. As a way to introduce our firm we offer a second opinion in which we will help you identify these things and show you and your advisors how to execute the best practice strategies immediately.

Daniel Caswell, Cpa's Current Company Details
Integrated Wealth Strategies

Integrated Wealth Strategies

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Founder, Principal, Integrated Wealth Strategies
austin, texas, united states
Website:
integratedwealthstrategies.com
Employees:
5
Daniel Caswell, Cpa Work Experience Details
  • Integrated Wealth Strategies
    Founder/ Principal
    Integrated Wealth Strategies Jun 2002 - Present
    1717 West 6Th Ste 108
    Daniel obtained his degree in accounting and finance from the University of Texas at Austin. His over 30 years of experience as a CPA and Business Consultant with an international Accounting firm, Director of Treasury and Asset Management for Global fortune 500 firms combined with experience as a CFO for several small companies and Family offices, uniquely qualifies him to run a firm focused on helping business owners and executives grow the value of their businesses and extract that growth… Show more Daniel obtained his degree in accounting and finance from the University of Texas at Austin. His over 30 years of experience as a CPA and Business Consultant with an international Accounting firm, Director of Treasury and Asset Management for Global fortune 500 firms combined with experience as a CFO for several small companies and Family offices, uniquely qualifies him to run a firm focused on helping business owners and executives grow the value of their businesses and extract that growth for their enjoyment and their families.Danny and his team now function as a personal CFO helping to identify issues, design customized solutions and quarterbacking the execution with your existing advisers. Most importantly we are positioned to provide a life time of independent advice and support to you and your family Show less
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  • New York Life Insurance Company
    Senior Consultant
    New York Life Insurance Company Jan 2002 - May 2012
    Created life wealth portfolio and the firm Integrated Wealth Strategies to serve investment clients
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  • Verity Ventures
    Chief Financial Officer
    Verity Ventures Jan 2002 - Aug 2005
    Austin, Texas, United States
    Consulting venture capital firms to increase profitability of their VC deals. Worked with multiple firms in the VC space.
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  • Solectron Global Services
    Director Of Venture Capital
    Solectron Global Services Jan 2001 - Jan 2002
    Austin, Texas, United States
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  • Dell
    Director Of Asset Management &Treasury
    Dell Jan 1996 - Jan 2001
    Austin, Texas, United States
    Cash conversion cycle, treasury operations, asset management and venture capital
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  • Ernst & Young
    Senior Manager
    Ernst & Young Jan 1984 - Jan 1996
    Houston, Texas, United States
    Audit, Tax Consulting, Small Business Consulting and Personal Consulting
    View

Daniel Caswell, Cpa Skills

Investments Financial Analysis Budgeting Risk Management Financial Modeling Estate Planning Insurance Coaching Financial Management Securities Budgets Finance Asset Managment Strategic Planning Strategy Management Consulting Cross Functional Team Leadership Asset Management Financial Advisory

Daniel Caswell, Cpa Education Details

Frequently Asked Questions about Daniel Caswell, Cpa

What company does Daniel Caswell, Cpa work for?

Daniel Caswell, Cpa works for Integrated Wealth Strategies

What is Daniel Caswell, Cpa's role at the current company?

Daniel Caswell, Cpa's current role is Founder, Principal, Integrated Wealth Strategies.

What is Daniel Caswell, Cpa's email address?

Daniel Caswell, Cpa's email address is dc****@****ise.com

What is Daniel Caswell, Cpa's direct phone number?

Daniel Caswell, Cpa's direct phone number is +151247*****

What schools did Daniel Caswell, Cpa attend?

Daniel Caswell, Cpa attended The University Of Texas At Austin, Crockett High School Austin.

What skills is Daniel Caswell, Cpa known for?

Daniel Caswell, Cpa has skills like Investments, Financial Analysis, Budgeting, Risk Management, Financial Modeling, Estate Planning, Insurance, Coaching, Financial Management, Securities, Budgets, Finance.

Who are Daniel Caswell, Cpa's colleagues?

Daniel Caswell, Cpa's colleagues are Austin Caswell, Alexis Ridgeway, Madison Smith.

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