AeroLeads people directory · profile
Daniel Caswell, Cpa Email & Phone Number
Founder and Principal
at
Integrated Wealth Strategies
1 work email found
@integratedwealthstrategies.com
2 phones found area 512
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Principal
Location
Austin, Texas, United States
Company size
Who is Daniel Caswell, Cpa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Caswell, Cpa is listed as Founder and Principal at Integrated Wealth Strategies, a with 5 employees, based in Austin, Texas, United States. AeroLeads shows a work email signal at integratedwealthstrategies.com, phone signal with area code 512, and a matched LinkedIn profile for Daniel Caswell, Cpa.
Daniel Caswell, Cpa previously worked as Founder/ Principal at Integrated Wealth Strategies and Senior Consultant at New York Life Insurance Company. Daniel Caswell, Cpa holds Bachelor’S In Business Administration, Accounting And Finance from The University Of Texas At Austin.
Company email context
Email format at Integrated Wealth Strategies
This section adds company-level context without repeating Daniel Caswell, Cpa's masked contact details.
*@integratedwealthstrategies.com
71% confidence
AeroLeads found 1 current-domain work email signal for Daniel Caswell, Cpa. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Investments, Financial Analysis, Budgeting, Risk Management, and 15 others.
Current workplace
Daniel Caswell, Cpa's current company
Company context helps verify the profile and gives searchers a useful next step.
Integrated Wealth Strategies
7 roles
Daniel Caswell, Cpa work experience
A career timeline built from the work history available for this profile.
Founder/ Principal
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
Senior Consultant
Created life wealth portfolio and the firm Integrated Wealth Strategies to serve investment clients
Jan 2002 - May 2012
Chief Financial Officer
Consulting venture capital firms to increase profitability of their VC deals. Worked with multiple firms in the VC space.
Jan 2002 - Aug 2005
Director Of Venture Capital
Jan 2001 - Jan 2002
Director Of Asset Management &Treasury
Cash conversion cycle, treasury operations, asset management and venture capital
Jan 1996 - Jan 2001
Senior Manager
Audit, Tax Consulting, Small Business Consulting and Personal Consulting
Jan 1984 - Jan 1996
Team & coworkers
Colleagues at Integrated Wealth Strategies
Other employees you can reach at integratedwealthstrategies.com. View company contacts for 5 employees →
2 education records
Daniel Caswell, Cpa education
Bachelor’S In Business Administration, Accounting And Finance
High School Diploma
Crockett High School Austin
FAQ
Frequently asked questions about Daniel Caswell, Cpa
Quick answers generated from the profile data available on this page.
What company does Daniel Caswell, Cpa work for?
Daniel Caswell, Cpa works for Integrated Wealth Strategies.
What is Daniel Caswell, Cpa's role at Integrated Wealth Strategies?
Daniel Caswell, Cpa is listed as Founder and Principal at Integrated Wealth Strategies.
What is Daniel Caswell, Cpa's email address?
AeroLeads has found 1 work email signal at @integratedwealthstrategies.com for Daniel Caswell, Cpa at Integrated Wealth Strategies.
What is Daniel Caswell, Cpa's phone number?
AeroLeads has found 2 phone signal(s) with area code 512 for Daniel Caswell, Cpa at Integrated Wealth Strategies.
Where is Daniel Caswell, Cpa based?
Daniel Caswell, Cpa is based in Austin, Texas, United States while working with Integrated Wealth Strategies.
What companies has Daniel Caswell, Cpa worked for?
Daniel Caswell, Cpa has worked for Integrated Wealth Strategies, New York Life Insurance Company, Verity Ventures, Solectron Global Services, and Dell.
Who are Daniel Caswell, Cpa's colleagues at Integrated Wealth Strategies?
Daniel Caswell, Cpa's colleagues at Integrated Wealth Strategies include Madison Smith, Austin Caswell, and Alexis Ridgeway.
How can I contact Daniel Caswell, Cpa?
You can use AeroLeads to view verified contact signals for Daniel Caswell, Cpa at Integrated Wealth Strategies, including work email, phone, and LinkedIn data when available.
What schools did Daniel Caswell, Cpa attend?
Daniel Caswell, Cpa holds Bachelor’S In Business Administration, Accounting And Finance from The University Of Texas At Austin.
What skills is Daniel Caswell, Cpa known for?
Daniel Caswell, Cpa is listed with skills including Investments, Financial Analysis, Budgeting, Risk Management, Financial Modeling, Estate Planning, Insurance, and Coaching.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial