Dhilan Shah, Cpa

Dhilan Shah, Cpa Email and Phone Number

Ambassador @ AAHOA
Hartford, CT, US
Dhilan Shah, Cpa's Location
Greater Hartford, United States, United States
Dhilan Shah, Cpa's Contact Details

Dhilan Shah, Cpa personal email

Dhilan Shah, Cpa phone numbers

About Dhilan Shah, Cpa

In today’s complex world, it is more important than ever to have a financial services representative that can help you see the “big picture” and address your entire financial life. Together we will create a financial strategy that addresses both your near-term realities and your long-term challenges and goals. Areas of focus include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies. Throughout our relationship, I will provide the service and support you need to have confidence in the steps you have taken to achieve the financial future you want.In addition, I give you the knowledge and information you need to make informed financial decisions with confidence and serve as your advocate, working with your other trusted advisors to bring the pieces of your financial life together.ABOUT DHILANBefore bringing his practice to Barnum, Dhilan spent over 19 years in the Finance industry as a Finance Director for Travelers, a Finance Manager at Aetna and most recently as a Financial Planner at Prudential. Dhilan specializes in Life Insurance and Investments.Dhilan also holds a CPA* designation and a Masters Degree from the University of Mumbai as well as a Chartered Accountant Certification from the Institute of Chartered Accountants. He serves as the Vice President of the India Association of Connecticut and is on the Board of the Rocky Hill Chamber of Commerce. He currently holds his Series 7,and 66 and is Licensed to sell Life and Health Insurance.Dhilan resides in Rocky Hill, CT with his wife Trupti and his twin sons Rushi and Paras both studying in UNE Medical school in Maine. In his spare time, he enjoys singing in his band, Music4U, Salsa and Ballroom dancing as well as acting in community theater and film.

Dhilan Shah, Cpa's Current Company Details
AAHOA

Aahoa

View
Ambassador
Hartford, CT, US
Website:
aahoa.com
Employees:
144
Dhilan Shah, Cpa Work Experience Details
  • Aahoa
    Ambassador
    Aahoa
    Hartford, Ct, Us
  • Barnum Financial Group
    Wealth Advisor | Financial Planner | Life Insurance Agent
    Barnum Financial Group 2019 - Present
    Shelton, Connecticut, Us
    We help over a quarter million clients, nationwide create wealth and make smart money decisions through our financial planning and consulting services. At Barnum Financial Group, we provide a full range of investment and risk management products and services to individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Please contact this office for further information. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.com 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000. *Not practicing on behalf of MML Investors Services.*Licensed, non-practicing CPA
  • India Association Of Central Connecticut Inc
    President
    India Association Of Central Connecticut Inc 2024 - Present
    Indian Association of Central Connecticut (IAOCC website www.iaocct.org) is the largest Indian organization in CT and includes a large number of members. I have been a member of the organization for over 24 years.
  • India Association Of Central Connecticut Inc
    Vice President
    India Association Of Central Connecticut Inc 2018 - 2024
  • India Association Of Central Connecticut Inc
    Director
    India Association Of Central Connecticut Inc 2017 - 2018
  • Aahoa
    Ambassador
    Aahoa 2022 - Present
    Us
    Volunteer
  • The Rocky Hill Chamber Of Commerce
    Director
    The Rocky Hill Chamber Of Commerce 2017 - 2022
    Us
    http://www.rhchamber.org/board-of-directors
  • Prudential
    Financial Planner
    Prudential 2018 - 2019
    Newark, Nj
  • Aetna
    Business Project Program Manager
    Aetna 2011 - 2018
    Hartford, Connecticut, Us
    Robotics (Cognitive RPA) - Automation AnywhereABX - Lean Six Sigma Yellow Belt (2017), Green Belt (WIP), Process ImprovementFinancial Transformation - Vision 2020 Initiative - Data LakeHealth Care Reform - PACA aka Obamacare
  • Travelers
    Director - Finance
    Travelers 2005 - 2011
    New York, Ny, Us
    KPI Ratings and Rankings Modeling for Sales Compensation Sales Intelligence Repository (SIR) - DatabaseVendor Sourcing and Vendor ManagementImplementation of Budgeting Process
  • The Hartford
    Sr Database Developer (Oracle)
    The Hartford 2002 - 2005
    Hartford, Ct, Us
    Created complex Refresh Scripts in Oracle Database environment using SQL and PL SQL, which populated 180 tables with a replica of a chosen Case and Contract enabling detailed research to fix errors and thereby process timely Commission payments.
  • Unitedhealthcare
    Software Engineer
    Unitedhealthcare 1997 - 1998
    Minnetonka, Mn, Us
  • Ernst & Young
    Senior Tax Consultant
    Ernst & Young 1995 - 1996
    London, Gb
  • Deloitte & Touche
    Tax Consultant
    Deloitte & Touche 1994 - 1995
    Worldwide, Oo
    Performed tax compliance reporting and prepared tax returns of various entities and high net-worth individuals.
  • Fertilizers & Chemicals Ltd
    Finance Manager
    Fertilizers & Chemicals Ltd 1989 - 1990
    UK-based multinational companyConceptualized and implemented Payroll and Inventory systems for a fertilizer factory.Headed the Accounts Department and managed a staff of three accountants. Conducted bi-annual performance appraisals, formalized career development and approved training opportunities.

Dhilan Shah, Cpa Skills

Vendor Management Analysis Management Finance Accounting Process Improvement Leadership Business Analysis Project Management Analytics Financial Analysis Insurance Budget Process Strategic Planning Databases Program Management Visio Business Process Improvement Project Planning Training Sales Compliance Mergers And Acquisitions Analytical Skills Interpreting Multilingual Communication Continuous Process Improvement

Dhilan Shah, Cpa Education Details

  • Certified Public Accountant (Cpa)
    Certified Public Accountant (Cpa)
    Accounting & Finance
  • University Of Mumbai
    University Of Mumbai
    Cost & Management Accounting
  • The Institute Of Chartered Accountants Of India
    The Institute Of Chartered Accountants Of India
    Finance & Accounting
  • University Of Mumbai
    University Of Mumbai
    Accounting & Financial Management
  • Institute Of Project Management
    Institute Of Project Management
    Program & Project Management

Frequently Asked Questions about Dhilan Shah, Cpa

What company does Dhilan Shah, Cpa work for?

Dhilan Shah, Cpa works for Aahoa

What is Dhilan Shah, Cpa's role at the current company?

Dhilan Shah, Cpa's current role is Ambassador.

What is Dhilan Shah, Cpa's email address?

Dhilan Shah, Cpa's email address is dh****@****ail.com

What is Dhilan Shah, Cpa's direct phone number?

Dhilan Shah, Cpa's direct phone number is .800.872*****

What schools did Dhilan Shah, Cpa attend?

Dhilan Shah, Cpa attended Certified Public Accountant (Cpa), University Of Mumbai, The Institute Of Chartered Accountants Of India, University Of Mumbai, Institute Of Project Management.

What are some of Dhilan Shah, Cpa's interests?

Dhilan Shah, Cpa has interest in Master Of Ceremony At Social Functions, Ballroom Dancing, Karaoke Singing, Arts And Culture.

What skills is Dhilan Shah, Cpa known for?

Dhilan Shah, Cpa has skills like Vendor Management, Analysis, Management, Finance, Accounting, Process Improvement, Leadership, Business Analysis, Project Management, Analytics, Financial Analysis, Insurance.

Who are Dhilan Shah, Cpa's colleagues?

Dhilan Shah, Cpa's colleagues are Kishan Patel, Shailendra Devdhara, Devon Patel, Cho, Jacob Miller, Shetal Zina Patel, Chia, Kurse Anglisht, Aman Patel.

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