Daniel Caswell, CPA

Experience

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  Ernst & Young

  Jan 1984 - Jan 1996

  Senior Manager

  Audit, Tax Consulting, Small Business Consulting and Personal Consulting

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  Dell

  Jan 1996 - Jan 2001

  Director of Asset Management &Treasury

  Cash conversion cycle, treasury operations, asset management and venture capital

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  Solectron Global Services

  Jan 2001 - Jan 2002

  Director of Venture Capital
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  New York Life Insurance Company

  Jan 2002 - May 2012

  Senior Consultant

  Created life wealth portfolio and the firm Integrated Wealth Strategies to serve investment clients

• 

  Verity Ventures

  Jan 2002 - Aug 2005

  Chief Financial Officer

  Consulting venture capital firms to increase profitability of their VC deals. Worked with multiple firms in the VC space.

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  Integrated Wealth Strategies

  Jun 2002 - now

  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 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