Dhilan Shah, Cpa work email
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Dhilan Shah, Cpa personal email
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Dhilan Shah, Cpa phone numbers
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.
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AmbassadorAahoaHartford, Ct, Us -
Wealth Advisor | Financial Planner | Life Insurance AgentBarnum Financial Group 2019 - PresentShelton, Connecticut, UsWe 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 -
PresidentIndia Association Of Central Connecticut Inc 2024 - PresentIndian 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.
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Vice PresidentIndia Association Of Central Connecticut Inc 2018 - 2024
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DirectorIndia Association Of Central Connecticut Inc 2017 - 2018
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AmbassadorAahoa 2022 - PresentUsVolunteer -
DirectorThe Rocky Hill Chamber Of Commerce 2017 - 2022Ushttp://www.rhchamber.org/board-of-directors -
Financial PlannerPrudential 2018 - 2019Newark, Nj -
Business Project Program ManagerAetna 2011 - 2018Hartford, Connecticut, UsRobotics (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 -
Director - FinanceTravelers 2005 - 2011New York, Ny, UsKPI Ratings and Rankings Modeling for Sales Compensation Sales Intelligence Repository (SIR) - DatabaseVendor Sourcing and Vendor ManagementImplementation of Budgeting Process -
Sr Database Developer (Oracle)The Hartford 2002 - 2005Hartford, Ct, UsCreated 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. -
Software EngineerUnitedhealthcare 1997 - 1998Minnetonka, Mn, Us -
Senior Tax ConsultantErnst & Young 1995 - 1996London, Gb -
Tax ConsultantDeloitte & Touche 1994 - 1995Worldwide, OoPerformed tax compliance reporting and prepared tax returns of various entities and high net-worth individuals. -
Finance ManagerFertilizers & Chemicals Ltd 1989 - 1990UK-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
Dhilan Shah, Cpa Education Details
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Certified Public Accountant (Cpa)Accounting & Finance -
University Of MumbaiCost & Management Accounting -
The Institute Of Chartered Accountants Of IndiaFinance & Accounting -
University Of MumbaiAccounting & Financial Management -
Institute Of Project ManagementProgram & 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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