Shannon Dunn
Family Office Advisor (Castle Rock Advisors) at Berkshire Partners
- Role
- Family Office Advisor (Castle Rock Advisors) at Berkshire Partners
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Family Office Advisor (Castle Rock Advisors)
Jul 2013 — Present · Boston, MA, US
Education
D'Amore-McKim School of Business at Northeastern University
Masters in Taxation
2010 — 2013
Florida State University - Herbert Wertheim College of Business
Bachelors of Science, Accounting
2003 — 2007
Skills
- Outlook
- Microsoft Word
- Powerpoint
- Microsoft Excel
- Accounting
- Partnership Taxation
- Tax Compliance
- Individual Taxation
- Tax
- Estate Planning
- Strategic Financial Planning
- Excel
- Gift Tax
- Corporate Tax
- Tax Advisory
- Tax Research
- Tax Preparation
- Word
- Tax Accounting
- Financial Planning
- Income Tax
- S Corporations
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.