Dean Shill, Cpa/Pfs Email and Phone Number
Dean Shill, Cpa/Pfs work email
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Dean Shill, Cpa/Pfs personal email
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• Graduate of Indiana University, Kelley School of Business Class of 2012. Bachelor of Science in Business with Majors in Accounting and Finance. • Born in Johannesburg, South Africa and emigrated to the United States in 1999• Licensed Certified Public Accountant in the State of Texas• FINRA Series 7 licensed General Securities Representative• FINRA Series 66 licensed• Licensed to offer securities in California, Illinois, New York, and Texas• Group I Life & Health Insurance licensed in Texas• Personal Financial Specialist (PFS™) Katapult Wealth Partners is a boutique wealth management firm that exists to improve the lives of our clients and their families, by partnering with them through life’s ordinary and pivotal moments alike, helping them to navigate the increasing complexities of their lives and the world we live in, and ensuring they are equipped for no matter what lies ahead.Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC.Investment advisory services offered through Avantax Advisory ServicesSMInsurance services offered through an Avantax affiliated insurance agency Please visit www.avantaxwealthmanagement.com/social_policy for more informationI will not ask or request for personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. I will not accept trading instructions through this site. As an investment adviser representative with a Registered Investment Adviser registered with the Securities and Exchange Commission, I am prohibited from using testimonials in my advertising. I appreciate those who wish to be supportive of me and our firm. However, since a recommendation or endorsement received through LinkedIn could qualify as a testimonial, our policy is to hide any recommendations or endorsements we receive pertaining to my financial services/financial planning business. Thank you for your consideration.
Katapult Wealth Partners Llc
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Chief Operating Officer, Financial AdvisorKatapult Wealth Partners Llc Nov 2015 - PresentPlano, Tx, UsKatapult Wealth Partners is a boutique wealth management firm that exists to improve the lives of our clients and their families, by partnering with them through life’s ordinary and pivotal moments alike, helping them to navigate the increasing complexities of their lives and the world we live in, and ensuring they are equipped for no matter what lies ahead.
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Capital Markets Advisory Senior AssociatePricewaterhousecoopers Llp Jul 2015 - Nov 2015Gb• Provided investment banking-type independent advisory services for companies looking to raise capital through IPOs and equity follow-ons• Assisted with customized research on equity and debt capital markets and specific company equity story development • Produced comparable company materials for clients in the healthcare, financial, consumer, and technology industries• Supported the PwC Capital Markets Watch Weekly publication sent out to 30,000+ readers• Worked across PwC lines of service in support of a large industrial companies' IPO filing -
Deals Experienced AssociatePricewaterhousecoopers Llp Jul 2014 - Jul 2015Gb• Facilitated allocations and attributions related to a carve-out transaction for a PwC top 20 global priority account• Assisted a $64B multinational corporation with their public debt registration• Provided general accounting advisory services to various hedge funds & private equity funds• Supported a Financial Due Diligence team in providing accounting consolidation assistance• Completed a quantitative & qualitative intangible asset evaluation related to a pending acquisition
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Assurance AssociatePricewaterhousecoopers Llp Aug 2012 - Jul 2014Gb• Performed capital account analysis on 2 master funds & 11 feeder funds for a $7B hedge fund• Substantively tested financial statements for three Texas based venture capital firms• Conducted IFRS & internal controls testing for a multinational company with over $10B in revenue• Assisted on the audit of onshore & offshore funds for a $28B mezzanine debt fund family• Reviewed capital, expense, & cash processes for a $2B Dallas based fund of funds• Performed Global Investment Performance Standards (GIPS) attestation of 17 composite indices• Analyzed & facilitated the preparation of 10-Q reports for a publicly traded corporation• Supervised & conducted inventory observations within the food service & manufacturing industries• Sustained GAAP and GAAS technical knowledge spanning multiple industries• Supported firm recruiting efforts through various campus events
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Financial Analyst InternAmerisourcebergen Jun 2011 - Aug 2011Conshohocken, Pa, Us -
Client Services InternAmerisourcebergen Jun 2010 - Aug 2010Conshohocken, Pa, Us
Dean Shill, Cpa/Pfs Skills
Dean Shill, Cpa/Pfs Education Details
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Indiana University - Kelley School Of BusinessBusiness; Finance And Accounting
Frequently Asked Questions about Dean Shill, Cpa/Pfs
What company does Dean Shill, Cpa/Pfs work for?
Dean Shill, Cpa/Pfs works for Katapult Wealth Partners Llc
What is Dean Shill, Cpa/Pfs's role at the current company?
Dean Shill, Cpa/Pfs's current role is COO, Financial Advisor @ Katapult Wealth Partners LLC | 2023 AICPA Personal Financial Planning (PFP) Standing Ovation Award Recipient.
What is Dean Shill, Cpa/Pfs's email address?
Dean Shill, Cpa/Pfs's email address is de****@****ail.com
What schools did Dean Shill, Cpa/Pfs attend?
Dean Shill, Cpa/Pfs attended Indiana University - Kelley School Of Business.
What skills is Dean Shill, Cpa/Pfs known for?
Dean Shill, Cpa/Pfs has skills like Mathematics, R, Folklore, Accounting, Intelligence, Corporate Finance, C, Calculus, Espionage, Composition, Undergraduate, Cost Accounting.
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