Shea Davis

Advisor at 4word

Shea Davis has over 20 years of experience as a tax, accounting and finance expert advising companies in complex situations. Beginning her career in investment banking in New York City, she was a Sunday volunteer at the Ronald McDonald House for 6 years. Moving next to PricewaterhouseCoopers in Dallas, TX, she joined the Mergers & Acquisitions team. She was then promoted to Associate Director and moved into the Business Development area of PwC, overseeing Alumni Relations. She joined the Board for the Notre Dame School of Dallas; a school for mild to moderately challenged children. From PwC, Shea joined the Internal Revenue Service as a Financial Products Specialist, Revenue Agent. She was then selected as the first national Technical Advisor for the Alternative Investment Industry, where she developed and led the national initiative regarding hedge funds and private equity funds.

In 2010, Shea joined Ernst & Young as the leader of the Southwest Financial Services Office Tax practice, focusing on Asset Management. She joined the Boards of, the Texas Hedge Fund Association, Texas Wall Street Women, the Host Committee of GIBI – Great Investor’s Best Ideas, and The Children’s Chorus of Greater Dallas.

Prior to forming Velasco Advisory, Shea was Partner and Chief Financial Officer of an emerging private equity fund focused on growth equities in the media and technology industries, PTA Capital. She joined the Warrior Mentor Program organized by the Center for Brain Health and the mentor advisor program through the DEC – the Dallas Entrepreneurial Center.

Timeline

  • Advisor

    Current role

  • Advisory Board Member