Daniel Caswell Email & Phone Number
Founder and Principal @ Integrated Wealth Strategies, LLC
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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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