With nearly two decades of business management, accounting and finance experience, Adam Caswell is committed to supporting the financial and business management needs of clients. As Director of Business Management with Financeable, a full-service business and financial management firm that supports the success of small to mid-size businesses and high-net-worth individuals, Adam works closely with clients as their trusted advisor to keep their business running smoothly, maximize profits and ensure financial stability.

Adam has developed broad expertise in all facets of business management. His knowledge and experience ranges, including: managing back offices and accounting teams, budgeting and financial projections, tax planning, developing sales revenue strategies, streamlining business processes, infrastructure development, and more. No matter what services are being delivered, his number one goal is to always provide peace of mind to clients by ensuring their most pressing financial and business concerns are effectively addressed.

Before joining Fineman West, Adam provided business management leadership to companies that included Forbes Capital Solutions and B. Smith Enterprises in New York. At B. Smith, where he worked for more than a decade. Adam started out as the company’s controller, and within five years, he became its executive vice president and business manager, where he was accountable for all day-to-day business and financial management of the company’s four divisions.

EDUCATION

• CPA Accounting Program; UCLA
• Bachelors in Business Administration, Marketing Management; Zicklin School of Business, Bernard M. Baruch College – City University of New York