Whitley Penn LLP
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Whitley Penn LLP Employees
Whitley Penn LLP July 2000 - Present
Skills
Tax, Tax Preparation, CPA, Tax Accounting, Corporate Tax, Financial Statements, Income Tax, Budgets, Partnership Taxation, Trusts, GAAP, Tax Research, Tax Advisory, CCH ProSystem fx, High Net Worth...
Education
The University of Texas at Arlington 1992 — 1995
BBA, Taxation
G6 Hospitality, LLC June 2014 - Present
Whitley Penn, LLP 2009 - 2011
Skills
Accounting, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Tax, Financial Reporting, QuickBooks
Education
University of North Texas
Master's degree, Taxation
Southern Methodist University - Cox School of Business
Bachelor's degree, Accounting
Whitley Penn LLP January 2004 - Present
South Dallas/Fair Park Trust Fund - Dallas City Board February 2011 - May 2013
Smith & Williamson May 2011 - August 2011
Skills
Auditing, Oil, Start-ups, Healthcare, Restaurants, Mutual Funds, Private Companies, SEC reporting, IFRS, IPO, Hedge Funds, Financial Reporting, Accounting, Petroleum, CPA, SEC filings, Financial Audits, Corporate Finance, GAAP, US GAAP, Internal Controls, External Audit, Mergers & Acquisitions, Financial Accounting, Sarbanes-Oxley Act, Financial Statements, Assurance, Corporate Tax, Tax, Forensic Accounting, Sarbanes-Oxley, Revenue Recognition, Due Diligence, Income Tax, Business Valuation
Education
Texas Tech University 2003 — 2005
Masters of Science in Accountancy
Texas Tech University - Rawls College of Business 1999 — 2003
BBA, Accounting
AZZ Incorporated April 2011 - Present
WHITLEY PENN, LLP May 2008 - June 2009
GENSKE, MULDER AND COMPANY, LLP May 2007 - August 2007
Skills
Accounting, Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Financial Reporting, Auditing, GAAP, QuickBooks, Accounts Receivable, General Ledger, Financial Statements, Variance Analysis, Tax, Microsoft Office, Account Reconciliation, Financial Accounting, Tax Research, Forecasting, Finance, Accruals
Education
The University of Texas at Arlington - College of Business 2009 — 2011
Master of Business Administration (MBA)
Texas Tech University - Rawls College of Business 2005 — 2008
Bachelor of Business Administration (BBA), Accounting
Whitley Penn January 2012 - Present
Whitley Penn LLP April 2002 - December 2011
Whitley Penn April 2002 - June 2005
Arthur Andersen, LLP June 2000 - April 2002
Skills
Employee Benefits, Internal Controls, Auditing, iPhone, Sarbanes-Oxley Act, Financial Analysis, US GAAP, Twitter, GAAP, Microsoft Word, QuickBooks, Manufacturing, Problem Solving, Bookkeeping, SEC filings, Quality Auditing, PowerPoint, Microsoft Excel, Healthcare, Mathematics, YouTube, Financial Reporting, IFRS, GAAS, Accounting, Organization, General Ledger, Keyboards, Due Diligence, CPA, Calendars, Making It Happen, Always Punctual, Putting Out Fires, Olympic Lifting, Kettlebells, Jump Rope, Fitness, Income Tax, Financial Accounting, Revenue Recognition, Sarbanes-Oxley, CrossFit, SEC Financial Reporting, Business Valuation, Cat Herding, Handwriting Without..., Crushing, Zumba, Solaris Zones
Education
Texas Tech University 1996 — 2000
MS, Accounting
College of Business Administration 1995 — 2000
BBA, Accounting
Western Hills High School 1992 — 1995
General Studies
Lester & Company P.C. January 2013 - Present
Whitley Penn LLP January 2008 - December 2012
Cain Watters & Associates March 2006 - January 2008
Ryan & Company January 2004 - March 2006
Education
Texas Tech University - Rawls College of Business 2000 — 2003
MSA, Accounting
Lee High School
TPC Group June 2014 - Present
TPC Group May 2012 - Present
Swift Energy Company October 2008 - May 2012
Whitley Penn, LLP March 2008 - October 2008
PwC September 2006 - March 2008
Skills
SOX, Risk Assessment, Accounting, Internal Audit, Auditing
Education
Trinity University 2005 — 2006
Master's degree, Accounting
University of Mississippi 2001 — 2005
Bachelor's degree, Accounting
Whitley Penn, LLP January 2014 - Present
BKD, LLP September 2007 - January 2014
Skills
Financial Analysis, Mergers, Management Consulting, Financial Management, Budgeting, Managerial Finance, Budgets, Mergers & Acquisitions, Forecasting, Corporate Finance, Strategic Planning, Finance, Business Analysis, Accounting, Due Diligence, Financial Modeling, Financial Reporting, Private Equity, Internal Controls, Negotiation, Process Improvement, Strategy, GAAP
Education
University of Missouri-Kansas City 2010 — 2012
Executive MBA, Business Administration and Management, General
DePaul University 1997 — 2000
BS, Finance
McGladrey December 2013 - Present
Whitley Penn, LLP May 2012 - November 2013
Null-Lairson P.C January 2009 - May 2012
Matthew Aycock, CPA PC January 2005 - October 2008
Hidalgo, Banfill, Zlotnik & Kermali, PC 2001 - 2005
United Tool & Fastener, Inc. 1997 - 2001
Skills
Tax Preparation, Corporate Tax, Partnership Taxation, Personal Tax Planning, Financial Accounting, Consulting, Personal Income Tax..., Bookkeeping, International Tax, IRS problem resolution, Compilation Of..., Business Entity..., S Corporations, Consolidated Returns, Trusts, Multi-state tax returns, Accounting, Tax, High Net Worth...
Education
Texas A&M University 1981 — 1985
BBA, Finance
Sam Houston State University 1979 — 1981
Conroe High School
Whitley Penn, LLP December 2014 - Present
TravisWolff July 2013 - October 2014
Albright, Hill, and Sumpter, PC December 2010 - July 2013
Novogradac & Company, LLP January 2009 - March 2009
Austin Stock Research May 2006 - August 2006
Skills
Auditing, Financial Statements, CPA, Nonprofits, Accounting, Financial Accounting, Financial Reporting, US GAAP
Education
Texas State University 2005 — 2010
Master's of Accountancy, Accounting
Texas State University
Masters of Accountancy, Accounting
Goldman Sachs & Co March 2013 - Present
Burds Reed & Mercer, PC January 2011 - February 2013
Whitley Penn LLP January 2009 - June 2010
XTO Energy July 2006 - July 2008
Skills
Tax, Accounting, Tax Preparation, Bookkeeping, General Ledger, Financial Reporting, QuickBooks, Tax Accounting, Auditing, Financial Accounting, Financial Statements, Internal Controls, Sarbanes-Oxley Act, GAAP, CPA, Income Tax, Account Reconciliation, Tax Research, SEC filings, Financial Analysis, Accounts Payable
Education
Texas Wesleyan University 2007 — 2008
MBA, Accounting Emphasis
Texas Wesleyan University 2005 — 2008
BBA, Accounting
Universitatea de Vest „Vasile Goldiș” din Arad 2002 — 2003
Physical Education
Whitley Penn LLP July 1984 - Present
Skills
Excel, Internal Controls, Quickbooks, Budgeting, Access, QuickBooks, Microsoft Excel, Accounting, Business Strategy, Management, Financial Reporting, Financial Accounting, Auditing, Financial Analysis, GAAP
Education
Tarrant County College 2004 — 2015
Associate of Arts and Sciences (AAS), Accounting Information Management
Tarrant County College 1975 — 1976
Business Administration and Management, General
The University of Texas at Arlington 1974 — 1974
Business Administration, Management and Operations
Rodan + Fields Dermatologists March 2013 - Present
Whitley Penn LLP July 2008 - April 2012
California Pacific Medical Center Foundation April 2007 - June 2008
Deloitte Tax LLP June 2006 - April 2007
Education
Punahou School
HS Diploma
University of California, San Diego
BA, Psychology
University of Nevada-Las Vegas
MS, Accounting
Whitley Penn LLP October 2007 - Present
Blockbuster Inc July 2004 - October 2007
Ernst & Young September 1997 - June 2004
Skills
SEC filings, Auditing, CPA, Accounting, Internal Controls, Financial Reporting, GAAP, Mergers & Acquisitions, Due Diligence, Sarbanes-Oxley Act, US GAAP
Education
Texas Christian University 1993 — 1997
BBA, Accounting
Whitley Penn LLP July 2014 - Present
Whitley Penn LLP June 2012 - June 2014
Joe's Crab Shack October 2006 - June 2012
United States Marine Corps September 2001 - September 2006
Skills
Leadership, Internal Controls, Auditing, Accounting, Microsoft Excel, Sarbanes-Oxley Act, Microsoft Office, Financial Accounting, Microsoft Word, GAAP, Budgets, Financial Analysis, QuickBooks, Internal Audit, Risk Management, Adobe Acrobat, Certified Internal..., Event Planning, Certified Fraud Examiner, Data Entry, CrunchTime, Microsoft Publisher, Microsoft Excel..., SPSS, Aloha, HotSchedules, Certified Information..., SOC Report Consulting, SOX 404 Consulting, Risk Advisory Services, Business Process..., Surprise Exams for RIA, Business Risk..., IT Risk Assessments, Financial Reporting
Education
Texas Wesleyan University 2008 — 2012
BBA & MBA, Accounting w/ Fraud Emphasis
EOG Resources April 2013 - Present
Whitley Penn LLP May 2012 - April 2013
Null-Lairson P.C July 2011 - May 2012
Greenstar Recycling 2008 - 2011
Skills
GAAP, Financial Reporting, Internal Controls, Accounting, General Ledger, QuickBooks, Auditing, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Account Reconciliation, CPA
Education
University of Houston, C.T. Bauer College of Business 2009 — 2011
Certificate, Accountancy
Houston Baptist University 2000 — 2003
BBA, Finance, General
J. Taylor & Associates, LLC October 2011 - September 2014
Whitley Penn LLP October 1999 - October 2011
Ernst & Young LLP 1988 - 1999
Skills
GAAP, Tax, Financial Reporting, SEC filings, Accounting, CPA, Auditing, Budgets, Due Diligence, External Audit, Financial Accounting, Financial Analysis, Financial Statements, Internal Controls, Management, Mergers, QuickBooks, SEC Filings, Sarbanes-Oxley Act, Strategic Financial..., Strategic Planning, US GAAP, Cash Management, Financial Planning, Business Valuation
Education
The University of Texas at Arlington 1985 — 1988
Abilene Christian University 1984 — 1985
Accounting
Mesa Southern Well Servicing, LP July 2012 - Present
Mesa Well Servicing, LP July 2012 - Present
Whitley Penn LLP September 2007 - June 2012
Ernst & Young LLP August 2005 - August 2007
ADP, Inc. November 2003 - August 2005
Performing Arts Fort Worth, Inc. February 2002 - November 2003
Skills
Employee Benefits, Non-profits, Accounting, Auditing, GAAP, Financial Reporting, Internal Controls, CPA, General Ledger, QuickBooks, Accounts Receivable, Payroll, Internal Audit, Nonprofits, Account Reconciliation, Journal Entries, Financial Statements, Financial Accounting, Accounts Payable, Financial Analysis
Education
The University of Texas at Arlington 2005 — 2007
Masters of Science, Accounting
The University of Texas at Arlington 2002 — 2004
Bachelors of Business Administration, Accounting
Tarrant County College 2000 — 2002
Associate in Arts, Honors
Whitley Penn June 2014 - Present
Whitley Penn LLP September 2012 - June 2014
Davis Kinard & CO. CPA January 2010 - September 2012
Whitley Penn LLP January 2011 - March 2011
Davis Kinard & Co. September 2009 - December 2009
Skills
CPA, SEC filings, US GAAP, Financial Statements, Sarbanes-Oxley Act, General Ledger, Account Reconciliation, Tax Returns, Income Tax, Tax Research, Fixed Assets, Internal Audit, Bookkeeping, Tax Accounting, Forensic Accounting, Finance, Peachtree, Budgets, Payroll, Accounts Receivable, Cost Accounting
Education
Abilene Christian University 2011 — 2012
Master of Accountancy
Abilene Christian University 2007 — 2011
Bachelor of Business Administration, Accounting, Finance
Whitley Penn LLP December 1999 - Present
Skills
Employee Benefits, Employee Relations, Talent Acquisition, PeopleSoft, Payroll, College Recruiting, Recruiting, HRIS, Customer Service, Performance Management, Organizational..., Leadership, Human Resources, Accounting
Education
Baylor University 1983 — 1986
Bachelor of Arts (B.A.), Journalism/Spanish
Tarrant County College 2010 — 2014
Associate of Arts (A.A.), Accounting
Whitley Penn LLP June 2007 - Present
Ernst & Young July 1997 - May 2007
Pattillo, Brown & Hill October 1995 - July 1997
Koch Killman & Company January 1993 - October 1995
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Accounting
BNSF November 2010 - Present
BNSF Railway 2006 - Present
Whitley Penn LLP 2004 - 2006
Deloitte 2004 - 2005
Deloitte & Touche LLP 2004 - 2005
Education
Sam Houston State University 1999 — 2003
Whitley Penn LLP Executive AssistantArthur Andersen LLP1988 - 2001
Education
Richland Community College
Whitley Penn LLP August 2000 - Present
Ernst & Young 1990 - 1996
Skills
Tax, SEC filings, CPA, US GAAP, GAAP
Education
University of Michigan 1979 — 1983
Whitley Penn LLP November 2014 - Present
Jones Baggett LLP September 2007 - October 2014
RSM McGladrey, formerly Fisk & Robison, P.C. 1985 - 2002
Skills
Strategic Planning, Financial Analysis, Budgets, Customer Service, Microsoft Office, Mergers & Acquisitions
Education
The University of Texas at Dallas
Bachelor of Science (BS), Accounting
PSG Business Services February 2015 - Present
Whitley Penn, LLP September 2012 - March 2014
PSG Business Services December 2007 - September 2012
Skills
Accounting, Bookkeeping, QuickBooks, Accounts Payable, Accounts Receivable, Financial Accounting, Payroll, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Budgets, Financial Analysis, Marketing, Retail, Auditing, Forecasting, General Ledger, Financial Reporting, GAAP, Tax
Education
Texas Wesleyan University 1973 — 1978
BS, Biology
Daseke, Inc. August 2013 - Present
TravisWolff November 2010 - August 2013
Whitley Penn, LLP November 2006 - November 2010
Johnson Miller and Company 2002 - 2006
Skills
SEC filings, CPA, Auditing, GAAP, US GAAP, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Certified Fraud Examiner, Financial Accounting, Tax, Assurance, External Audit, Finance, Revenue Recognition
Education
Southwestern University 1998 — 2002
BA, Business and Political Science
Fort Hays State University 2004 — 2006
BA, Sociology
Whitley Penn LLP July 2013 - Present
Whitley Penn LLP August 2011 - June 2013
JPMorgan Chase March 2010 - August 2011
Skills
Accounting, Auditing, Tax, CPA, Valuation, Financial Services, Management Consulting, Assurance, Financial Reporting, Internal Controls, Financial Accounting, GAAP, Financial Analysis, Financial Statements, US GAAP, Sarbanes-Oxley Act, QuickBooks, General Ledger, External Audit, SEC filings, Account Reconciliation, Brewing
Education
University of Oklahoma - Price College of Business 2003 — 2009
BBA, Accounting, Economics, Public Affairs and Administration
Noordelijke Hogeschool Leeuwarden 2005 — 2005
International Business and Management
Athlon Energy June 2014 - Present
Whitley Penn July 2012 - June 2014
Whitley Penn, LLP January 2010 - June 2012
Education
The University of Texas at Arlington 2004 — 2009
Master's degree, Accounting
Law Office of Andy Nguyen, PLLC August 2013 - Present
TravisWolff January 2013 - Present
Whitley Penn June 2012 - January 2013
Nguyen Tran Law Firm, PLLC August 2010 - June 2012
Whitley Penn LLP January 2011 - April 2011
Nguyen Tran Law Firm PLLC August 2009 - August 2010
Skills
Bookkeeping, Bankruptcy, Tax Return Preparation, Personal Injury..., Partnership Taxation, Divorce Law, Immigration Law, Commercial Litigation, Multilingual, Taxations, Accounting, Peachtree, Tax Preparation, Tax Returns
Education
The University of Texas at Arlington 2009 — 2011
BBA, Accounting
Weber State University 2001 — 2003
Biology, General
GameStop April 2010 - Present
Freedom Tax Service January 2010 - April 2010
Whitley Penn, LLP July 2008 - September 2009
Grant Thornton January 2007 - June 2008
Education
Ouachita Baptist University 2002 — 2006
BS, Accounting
Discovery Healthcare Consutling Group November 2011 - Present
Durbin & Company June 2009 - Present
Whitley Penn, LLP January 2008 - April 2008
Sproles Woodard, LLP April 2006 - January 2008
Skills
Financial Analysis, GAAP, Financial Statements, Peachtree, Journal Entries, Internal Controls, Account Reconciliation, Accounts Receivable
Education
Texas A&M University-Commerce 2010 — 2012
Master of Business Administration, Accounting
Rawls College of Business, Texas Tech University 2004 — 2007
Bachelor of Business Administration, Accounting