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PIRI Lines, Wealth Management and Insurance Sector Lines

Project and Process support to Institutional Wealth, Funds, Plan Assets, Govt Funds and HNWIs

**** THis Page is in development please pardon the updates soon they will be complete******


The lines below are Focused on the Eco System support points where we can help on PIRILines, Our Accronym for Pensions, Investment, Risk Management and Investment Cycle lines most prominent to Institutional, Entities, Industry, foundations,  retirement plans, governments, Communities, HNWIs - High Net Worth Individuals , Wall Street and Main Street at the Cross Roads of Shareholder, Beneficial Owner, Policy Holder and Societal  Stakeholder and Community Value in the Wealth Management and Insurance Industry Lines.


DCarsonCPA Lines are built upon the knowledge, skills and hands on experience of more than 25+ years on the Wealth Management and Financial Sector, Health and Technology lines of the Economy and Financials. 


From a robust base of Industry, Non Profit, Govt and Community Roles on Value Added support to Teamwork in the Economy through the Financials with the landscape of People, financials, legal, technology and Teamwork working the lines of  C-Level Executive, Line, Staff and Community support to needs. 


They evolved from a based of Audit through CFO / Controlling with Project Management, Business Analyst (SME  and IT) ,  Technology . Legal and Teamwork skills to a present point engineering mind frame for current and next generation value in covering accounting, taxation, reporting , compliance, management reporting, finance and analysis lines to needs in frames that include but which are in no way limited to FASB ASC, IFRS, IASB, OCBOA, US Treasury and IRS, SEC, CFTC, OCC, FDIC, FFEIC, NCUA, FRB,  FINRA,  Capital Markets, SEC ACTs 40 Funds and Advisers, Broker-Dealer, FINOP, FOCUS, Series 27 aligned Broker-Dealer lines and deep perspective to Investment Management and Insurance Lines of Wealth Management AND Risk Management in the Economy and Financials as a major engine of wealth in the economy and financials. As following the GIPS lines on Investment Performance and the Multi-National, Federal and State lines of Mutual Funds, Public, Private and Alternative Investments, Select Exchanges, NAICs , STAT Insurance and much more. 


We submit that Health and Wealth are primary assets in the Economy and Financials and thus find a significant cross section of healthy  cross skills from which to help on sector needs which become more apparent at  DCarsonCPA Health and Wealth Lines . That noted the planning line around health an wealth carry some common and separate ground and that note bears value to both Health and the Lifes Investment Planing  Lines which flow through the Insurance and Investment Management lines for the Assets of the Lifetime of Entities and Individuals, Families and Communities including Pensions, In Life Assets and Estates and Trusts as the products of industry lines (but we offer no insurance and no investments so we are strong investment neutral partners as a cross point from which to approach the logistics lines of Financials, Legal, Technology and Teamwork lines

to Sector needs for Pensions, Insurance, Risk Management, and Investment Cycle (including Funds, Alternative Funds, Capital Markets, Banking, Investment Banking, Broker-Dealers, Insurers and other lines with compliance and project and process support needs.


Articles – Good topics for articles include anything related to your company – recent changes to operations, the latest company softball game – or the industry you’re in. General business trends (think national and even international) are great article fodder, too.


Mission statements – You can tell a lot about a company by its mission statement. Don’t have one? Now might be a good time to create one and post it here. A good mission statement tells you what drives a company to do what it does.


Company policies – Are there company policies that are particularly important to your business? Perhaps your unlimited paternity/maternity leave policy has endeared you to employees across the company. This is a good place to talk about that.


Dean T. Carson II, CPA and Analyst, Our Principal is a CFO / Controller with strong project management, business analyst (SME and IT), Technology and Teamwork skills. From a base of Fortune 500, FTSE 100, SMB, SME, Non Profit, Government and Community core skills where Financials, Legal, Technology and Teamwork meet on the Entity Lines of GRC, ITGRC and their broader connection to shareholders and stakeholders . 


HE has spent the last 9 almost ten years building the DCarsonCPA Lines to help on Economic Challenges for the Economy , Businesses, Non Profits, Government and Community lines on needs. Along the path growing substantially with hybrid Economist, Analyst, Actuarial apprentice, Statistical, Data Science, Legal (Policy, Regulatory, Compliance, Government, Industry et al), Technology and Teamwork skills.

Outreach skills on Trade, Commerc

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