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Daniel Caswell Location
Austin, TX, US
Daniel Caswell Work
2002 -now Founder and Principal @
2002 -2012 Senior Consultant @
2002 -2005 Chief Financial Officer @
2001 -2002 Director of Venture Capital @
1996 -2001 Director of Asset Management and Treasury @
1984 -1996 Senior Manager @
Daniel Caswell Education
The University of Texas at Austin
Bachelor’s in Business Administration (Accounting and Finance)
1978-1983
Crockett High School Austin
High School Diploma
1974-1978
Daniel Caswell Skills
Investments
Financial Analysis
Budgeting
Risk Management
Financial Modeling
Estate Planning
Insurance
Coaching
Financial Management
Securities
Budgets
Finance
Asset Managment
Strategic Planning
Strategy
Management Consulting
Cross-functional Team Leadership
Asset Management
Financial Advisory
Leadership
Teaching
Business Development
Entrepreneurship
Marketing
Cross Functional Team Leadership
Integration
Daniel Caswell Summary
Daniel Caswell, based in Austin, TX, US, is currently a Founder and Principal at Integrated Wealth Strategies. Daniel Caswell brings experience from previous roles at New York Life Insurance Company, Verity Ventures, Solectron Global Services and Dell. Daniel Caswell holds a 1978 - 1983 Bachelor’s in Business Administration in Accounting and Finance @ The University of Texas at Austin. With a robust skill set that includes Investments, Financial Analysis, Budgeting, Risk Management, Financial Modeling and more. Daniel Caswell has 2 emails and 1 mobile phone numbers on RocketReach.
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