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Dean Shill, Cpa/Pfs is listed as COO, Financial Advisor @ Katapult Wealth Partners LLC | 2023 AICPA Personal Financial Planning (PFP) Standing Ovation Award Recipient at Katapult Wealth Partners LLC, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at katapultwealth.com and a matched LinkedIn profile for Dean Shill, Cpa/Pfs.
Dean Shill, Cpa/Pfs previously worked as Chief Operating Officer, Financial Advisor at Katapult Wealth Partners Llc and Capital Markets Advisory Senior Associate at Pricewaterhousecoopers Llp. Dean Shill, Cpa/Pfs holds Bachelor Of Science, Business; Finance And Accounting from Indiana University - Kelley School Of Business.
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AeroLeads found 1 current-domain work email signal for Dean Shill, Cpa/Pfs. Compare company email patterns before reaching out.
• 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.
Listed skills include Mathematics, R, Folklore, Accounting, and 57 others.
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Plano, Tx, Us
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.
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• 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
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• 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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• 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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Dean Shill, Cpa/Pfs works for Katapult Wealth Partners LLC.
Dean Shill, Cpa/Pfs is listed as COO, Financial Advisor @ Katapult Wealth Partners LLC | 2023 AICPA Personal Financial Planning (PFP) Standing Ovation Award Recipient at Katapult Wealth Partners LLC.
AeroLeads has found 1 work email signal at @katapultwealth.com for Dean Shill, Cpa/Pfs at Katapult Wealth Partners LLC.
Dean Shill, Cpa/Pfs is based in Dallas-Fort Worth Metroplex, United States while working with Katapult Wealth Partners LLC.
Dean Shill, Cpa/Pfs has worked for Katapult Wealth Partners Llc, Pricewaterhousecoopers Llp, and Amerisourcebergen.
You can use AeroLeads to view verified contact signals for Dean Shill, Cpa/Pfs at Katapult Wealth Partners LLC, including work email, phone, and LinkedIn data when available.
Dean Shill, Cpa/Pfs holds Bachelor Of Science, Business; Finance And Accounting from Indiana University - Kelley School Of Business.
Dean Shill, Cpa/Pfs is listed with skills including Mathematics, R, Folklore, Accounting, Intelligence, Corporate Finance, C, and Calculus.
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