Experience
Shaheen is a director at Citrin Cooperman with over two decades of experience helping ultra-high net worth clients with trusts and estates.
He possesses a deep understanding of clients’ investments that span the globe, including international tax reporting. Shaheen’s expertise extends to company and investment analysis and strategies, company valuations, and alternative investments.
Shaheen was previously a director at Berdon LLP, which joined Citrin Cooperman in 2023. He has been active in providing training across departments in his past roles, including teaching specialized courses on 1040 and 1041 and developing a comprehensive training manual for Tax 101. Shaheen also has nine years of experience as an investment banker and wealth management professional, where he held Series 7, 24, 65, 6, and 63 licenses.
CREDENTIALS
Education
Master of Business Administration in Finance and Economics, Boston University
Master of Accounting and Business Management, University of Dhaka
Bachelor of Business Administration in Finance and Accounting, Magna Cum Laude, University of Dhaka
Certificate in Trust & Estate Planning and Wealth Management, Foundation Education, Inc.
WORK-LIFE BALANCE
Community Involvement
Shaheen is involved with community work within his town of Lexington, Massachusetts and throughout the state, which includes various projects supporting the battered women’s shelter and empowering children.
Outside the Office
Shaheen maintains a healthy lifestyle, walking every day and eating healthy food. He also loves to travel to new places around the world.
Get in touch with Shaheen Quader today.
Fill out the form below to get in direct contact with Shaheen Quader and start your personalized consultation journey.
I enjoy utilizing my experience and expertise to help clients succeed and add value to society.
Get in touch with Shaheen Quader today.
Fill out the form below to get in direct contact with Shaheen Quader and start your personalized consultation journey.
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