JonesBaggett LLP
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JonesBaggett LLP Employees
Employee
Years
Job
Industry
Kathryn Moore, CPA Kathryn Moore, CPA's JonesBaggett LLP Experience January 2012 - May 2014
Job Audit Manager at Whitley Penn LLP
Industry Accounting
Experience
Whitley Penn (merged with JonesBaggett in November 2014) November 2014 - Present
JonesBaggett LLP (merged with Whitley Penn in November 2014) June 2014 - November 2014
JonesBaggett LLP January 2012 - May 2014
JonesBaggett LLP May 2009 - December 2011
KPMG US September 2008 - April 2009
Texas Tech University January 2008 - July 2008
KPMG January 2007 - March 2007
Skills
Financial Audits, US GAAP, Peachtree, Microsoft Excel, Microsoft Word, Outlook, Windows, Accounting, GAAP, CPA, QuickBooks, Auditing, Internal Controls, Financial Statements, Financial Reporting, Financial Accounting, Internal Audit
Education
Texas Tech University - Rawls College of Business 2007 — 2008
Master of Science in Accounting, Audit
Texas Tech University - Rawls College of Business 2003 — 2008
Bachelor of Business Administration, Accounting
Whitley Penn (merged with JonesBaggett in November 2014) November 2014 - Present
JonesBaggett LLP (merged with Whitley Penn in November 2014) June 2014 - November 2014
JonesBaggett LLP January 2012 - May 2014
JonesBaggett LLP May 2009 - December 2011
KPMG US September 2008 - April 2009
Texas Tech University January 2008 - July 2008
KPMG January 2007 - March 2007
Skills
Financial Audits, US GAAP, Peachtree, Microsoft Excel, Microsoft Word, Outlook, Windows, Accounting, GAAP, CPA, QuickBooks, Auditing, Internal Controls, Financial Statements, Financial Reporting, Financial Accounting, Internal Audit
Education
Texas Tech University - Rawls College of Business 2007 — 2008
Master of Science in Accounting, Audit
Texas Tech University - Rawls College of Business 2003 — 2008
Bachelor of Business Administration, Accounting
Jon Vermillion Jon Vermillion's JonesBaggett LLP Experience January 2013 - December 2013
Job Assurance Senior at EY
Industry Accounting
Experience
EY October 2014 - Present
EY December 2013 - October 2014
JonesBaggett LLP January 2013 - December 2013
Century Golf Partners May 2012 - January 2013
Skills
Accounting, Financial Reporting, Auditing, GAAP, Financial Audits, Microsoft Office, Account Reconciliation, Great Plains Software, Revenue Recognition, Financial Accounting, Microsoft Excel, HTML, Information Systems..., Intercompany..., Information Systems, CSS, SEO, FRx Report Designer, Macro, QuickBooks, SEC filings, Engagement, Bridging the GAAP, Financial Statements, Financial Analysis
Education
University of North Texas 2011 — 2012
Master of Science (MS), Accounting Information Systems
Stephen F. Austin State University 2004 — 2010
BBA, Accounting
EY October 2014 - Present
EY December 2013 - October 2014
JonesBaggett LLP January 2013 - December 2013
Century Golf Partners May 2012 - January 2013
Skills
Accounting, Financial Reporting, Auditing, GAAP, Financial Audits, Microsoft Office, Account Reconciliation, Great Plains Software, Revenue Recognition, Financial Accounting, Microsoft Excel, HTML, Information Systems..., Intercompany..., Information Systems, CSS, SEO, FRx Report Designer, Macro, QuickBooks, SEC filings, Engagement, Bridging the GAAP, Financial Statements, Financial Analysis
Education
University of North Texas 2011 — 2012
Master of Science (MS), Accounting Information Systems
Stephen F. Austin State University 2004 — 2010
BBA, Accounting
Bobby Baggett Bobby Baggett's JonesBaggett LLP Experience January 2009 - May 2013
Job CFO, Primexx Energy Partners
Industry Oil & Energy
Experience
Primexx Energy Partners, Ltd May 2013 - Present
JonesBaggett LLP January 2009 - May 2013
Valeo Capital LLC 2006 - 2013
KBA Group LLP March 2002 - October 2007
Skills
Due Diligence, Tax, Income Tax, Assurance, Partnership Taxation, Financial Reporting, Revenue Recognition, Corporate Tax, CPA, Accounting, Tax Accounting, Tax Research, Forensic Accounting, Auditing, Private Equity, Financial Accounting, Tax Preparation
Education
Texas Tech University 1976 — 1979
BBA, Accounting
Primexx Energy Partners, Ltd May 2013 - Present
JonesBaggett LLP January 2009 - May 2013
Valeo Capital LLC 2006 - 2013
KBA Group LLP March 2002 - October 2007
Skills
Due Diligence, Tax, Income Tax, Assurance, Partnership Taxation, Financial Reporting, Revenue Recognition, Corporate Tax, CPA, Accounting, Tax Accounting, Tax Research, Forensic Accounting, Auditing, Private Equity, Financial Accounting, Tax Preparation
Education
Texas Tech University 1976 — 1979
BBA, Accounting
Helen McDaniel Helen McDaniel's JonesBaggett LLP Experience January 2011 - Present
Job Accounting Manager at Mark Cuban Companies
Industry Accounting
Experience
Mark Cuban Companies February 2014 - Present
JonesBaggett LLP January 2011 - Present
Dallas Mavericks July 2010 - July 2012
Skills
Assurance, IRS, State Tax, Tax, Trusts, GAAP, Accountants, Tax Advisory, Journal Entries, Bookkeeping, Tax Research, Tax Accounting, Partnership Taxation, Tax Returns, Tax Preparation, Social Media, Sales
Education
The University of Texas at Dallas 2007 — 2011
Bachelor of Science (BS), Accounting and Information Management
The University of Texas at Arlington 2006 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Mark Cuban Companies February 2014 - Present
JonesBaggett LLP January 2011 - Present
Dallas Mavericks July 2010 - July 2012
Skills
Assurance, IRS, State Tax, Tax, Trusts, GAAP, Accountants, Tax Advisory, Journal Entries, Bookkeeping, Tax Research, Tax Accounting, Partnership Taxation, Tax Returns, Tax Preparation, Social Media, Sales
Education
The University of Texas at Dallas 2007 — 2011
Bachelor of Science (BS), Accounting and Information Management
The University of Texas at Arlington 2006 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Wesley Belding, CPA Wesley Belding, CPA's JonesBaggett LLP Experience April 2009 - September 2012
Job Corporate Accounting Manager at VHA Inc.
Industry Accounting
Cameron Sampler Cameron Sampler's JonesBaggett LLP Experience August 2008 - December 2011
Job Senior Audit Manager at Grant Thornton
Industry Accounting
Experience
Grant Thornton LLP April 2013 - Present
BKD CPAs & Advisors December 2011 - March 2013
JonesBaggett LLP August 2008 - December 2011
PwC August 2005 - August 2008
Skills
SEC filings, GAAP, Big 4, US GAAP, External Audit, Internal Controls, Auditing, IFRS, Financial Reporting, Financial Accounting, Revenue Recognition, Assurance, CPA, Financial Audits
Education
Texas Tech University 1992 — 1994
BBA, Accounting
Grant Thornton LLP April 2013 - Present
BKD CPAs & Advisors December 2011 - March 2013
JonesBaggett LLP August 2008 - December 2011
PwC August 2005 - August 2008
Skills
SEC filings, GAAP, Big 4, US GAAP, External Audit, Internal Controls, Auditing, IFRS, Financial Reporting, Financial Accounting, Revenue Recognition, Assurance, CPA, Financial Audits
Education
Texas Tech University 1992 — 1994
BBA, Accounting
Shelly Franklin, CPA Shelly Franklin, CPA's JonesBaggett LLP Experience January 2013 - October 2014
Job Financial Reporting Specialist at Comerica Bank
Industry Banking
Experience
Comerica Bank November 2014 - Present
JonesBaggett LLP January 2013 - October 2014
American Airlines Federal Credit Union July 2011 - January 2013
American Airlines Federal Credit Union June 2008 - July 2011
Brinker International 2005 - 2008
Skills
Financial Analysis, Accounting, General Ledger, Finance, Credit, Accounts Payable, Budgets, Auditing, Accounts Receivable, Microsoft Excel, Customer Service, Financial Reporting, Account Reconciliation, GAAP, Financial Audits
Education
The University of Texas at Dallas 2011 — 2012
Master of Science (MS), Accounting, 3.90
The University of Texas at Dallas 2003 — 2005
Bachelor of Science (BS), Accounting, Magna Cum Laude
Comerica Bank November 2014 - Present
JonesBaggett LLP January 2013 - October 2014
American Airlines Federal Credit Union July 2011 - January 2013
American Airlines Federal Credit Union June 2008 - July 2011
Brinker International 2005 - 2008
Skills
Financial Analysis, Accounting, General Ledger, Finance, Credit, Accounts Payable, Budgets, Auditing, Accounts Receivable, Microsoft Excel, Customer Service, Financial Reporting, Account Reconciliation, GAAP, Financial Audits
Education
The University of Texas at Dallas 2011 — 2012
Master of Science (MS), Accounting, 3.90
The University of Texas at Dallas 2003 — 2005
Bachelor of Science (BS), Accounting, Magna Cum Laude
Stacey Valiga Stacey Valiga's JonesBaggett LLP Experience October 2011 - May 2014
Job Senior Manager Accounting and Financial Planning at Bottle Rocket
Industry Accounting
Experience
Bottle Rocket May 2014 - Present
JonesBaggett LLP October 2011 - May 2014
BKD, LLP June 2009 - October 2011
KBA Group LLP August 2004 - May 2009
UHY Advisors 2002 - 2004
Arthur Andersen September 2001 - May 2002
Skills
Assurance, Audits of Employee..., Internal Controls, Oil & Gas Industry, Oil & Gas Exploration, Oil & Gas Accounting, Financial Reporting, US GAAP, Financial Institutions, Revenue Recognition, Accounting, Auditing, Financial Accounting, CPA, GAAP, Mergers & Acquisitions, Microsoft Excel, QuickBooks, Risk Assessment, Tax Accounting
Education
Stephen F. Austin State University 1996 — 2001
MPA, Accounting
Bottle Rocket May 2014 - Present
JonesBaggett LLP October 2011 - May 2014
BKD, LLP June 2009 - October 2011
KBA Group LLP August 2004 - May 2009
UHY Advisors 2002 - 2004
Arthur Andersen September 2001 - May 2002
Skills
Assurance, Audits of Employee..., Internal Controls, Oil & Gas Industry, Oil & Gas Exploration, Oil & Gas Accounting, Financial Reporting, US GAAP, Financial Institutions, Revenue Recognition, Accounting, Auditing, Financial Accounting, CPA, GAAP, Mergers & Acquisitions, Microsoft Excel, QuickBooks, Risk Assessment, Tax Accounting
Education
Stephen F. Austin State University 1996 — 2001
MPA, Accounting
Brenda K. Montgomery Brenda K. Montgomery's JonesBaggett LLP Experience 2003 - November 2014
Job Senior Audit Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn November 2014 - Present
JonesBaggett LLP 2003 - November 2014
Fisk and Robinson, P.C. 1997 - 2002
Fisk and Robinson, P.C. 1987 - 1992
Bright Banc 1987 - 1987
Shelby, Rucksdashel & Jones, C.P.A. 1986 - 1987
Skills
Accounting, CPA
Education
Stephen F. Austin State University 1982 — 1986
Bachelor's degree, BBA in Accounting; minor in Finance
Whitley Penn November 2014 - Present
JonesBaggett LLP 2003 - November 2014
Fisk and Robinson, P.C. 1997 - 2002
Fisk and Robinson, P.C. 1987 - 1992
Bright Banc 1987 - 1987
Shelby, Rucksdashel & Jones, C.P.A. 1986 - 1987
Skills
Accounting, CPA
Education
Stephen F. Austin State University 1982 — 1986
Bachelor's degree, BBA in Accounting; minor in Finance
Mark Biegler's JonesBaggett LLP Experience May 2009 - November 2012
Job Manager at Ernst & Young
Industry Accounting
Experience
EY October 2014 - Present
EY November 2012 - October 2014
JonesBaggett, LLP May 2009 - November 2012
KPMG US September 2008 - March 2009
Skills
Assurance, Auditing, SEC filings, Big 4, Accounting, US GAAP, Financial Reporting, External Audit, Financial Services, Banking, Mortgage Banking, Broker-Dealer, Financial Accounting, Financial Audits, Internal Controls, Sarbanes-Oxley Act, CPA
Education
Southern Methodist University - Cox School of Business 2004 — 2007
BBA, Accounting
Southern Methodist University 2003 — 2004
Bachelor of Science (BS), Accounting
The University of Texas at Dallas - School of Management 2007 — 2008
MSA, Accounting
EY October 2014 - Present
EY November 2012 - October 2014
JonesBaggett, LLP May 2009 - November 2012
KPMG US September 2008 - March 2009
Skills
Assurance, Auditing, SEC filings, Big 4, Accounting, US GAAP, Financial Reporting, External Audit, Financial Services, Banking, Mortgage Banking, Broker-Dealer, Financial Accounting, Financial Audits, Internal Controls, Sarbanes-Oxley Act, CPA
Education
Southern Methodist University - Cox School of Business 2004 — 2007
BBA, Accounting
Southern Methodist University 2003 — 2004
Bachelor of Science (BS), Accounting
The University of Texas at Dallas - School of Management 2007 — 2008
MSA, Accounting
Linda Denton Linda Denton's JonesBaggett LLP Experience August 2006 - October 2014
Job Senior Audit Manager at Whitley Penn LLP
Industry Accounting
Experience
JonesBaggett LLP August 2006 - October 2014
Skills
Financial Accounting, Financial Analysis, Financial Audits, Tax, Sarbanes-Oxley Act
Education
The University of Texas at Dallas
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Dallas
Bachelor's degree, Accounting
JonesBaggett LLP August 2006 - October 2014
Skills
Financial Accounting, Financial Analysis, Financial Audits, Tax, Sarbanes-Oxley Act
Education
The University of Texas at Dallas
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Dallas
Bachelor's degree, Accounting
Christine Cavett's JonesBaggett LLP Experience September 2014 - October 2014
Job Accounting Services at Whitley Penn
Industry Accounting
Experience
Whitley Penn July 2015 - Present
Whitley Penn November 2014 - June 2015
JonesBaggett LLP September 2014 - October 2014
Eagle Distributors,LLC September 2012 - August 2014
Audio Video Marketing April 2010 - August 2012
Starpower April 2007 - April 2010
Skills
Consumer Electronics, Home Theater, Retail, Sales Management, Sales, Account Management, Home Automation, Merchandising, Product Marketing, Inventory Management, Electronics, Sound, New Business Development, Negotiation, Medical Terminology, Medical Assisting, Venipuncture, Team Building, Team Leadership, Team-oriented, Procurement, Purchasing Processes, Customer Satisfaction, Pricing, B2B, Sales Operations, Forecasting, Purchasing, Direct Sales, Product Development, Customer Service
Education
PrimaMed Training Institute 2013 — 2013
NCT, Radiologic Technology/Science - Radiographer
Richland Community College 2005 — 2009
Associates in Science, Accounting
ATI Career Training Center-Dallas 2002 — 2003
Diploma, Medical Assistant
Whitley Penn July 2015 - Present
Whitley Penn November 2014 - June 2015
JonesBaggett LLP September 2014 - October 2014
Eagle Distributors,LLC September 2012 - August 2014
Audio Video Marketing April 2010 - August 2012
Starpower April 2007 - April 2010
Skills
Consumer Electronics, Home Theater, Retail, Sales Management, Sales, Account Management, Home Automation, Merchandising, Product Marketing, Inventory Management, Electronics, Sound, New Business Development, Negotiation, Medical Terminology, Medical Assisting, Venipuncture, Team Building, Team Leadership, Team-oriented, Procurement, Purchasing Processes, Customer Satisfaction, Pricing, B2B, Sales Operations, Forecasting, Purchasing, Direct Sales, Product Development, Customer Service
Education
PrimaMed Training Institute 2013 — 2013
NCT, Radiologic Technology/Science - Radiographer
Richland Community College 2005 — 2009
Associates in Science, Accounting
ATI Career Training Center-Dallas 2002 — 2003
Diploma, Medical Assistant
Linda F. Ramsay,CPA's JonesBaggett LLP Experience August 2006 - March 2009
Job Certified Public Accountant
Industry Accounting
Experience
Linda F. Ramsay, CCUE, CPA October 2011 - Present
PwC November 2013 - March 2014
McCarthy, Rose & Mills, LLP June 2009 - June 2011
JonesBaggett LLP August 2006 - March 2009
Skills
Certified Public..., IRS problem resolution, Payroll, QuickBooks, Information Management, Customer Oriented, Customer Experience, Auditing, Tax, Accounting, Employee Benefits, Income Tax, Assurance
Education
The University of Texas at Dallas 1999 — 2003
BS, Accounting and Information Management
Linda F. Ramsay, CCUE, CPA October 2011 - Present
PwC November 2013 - March 2014
McCarthy, Rose & Mills, LLP June 2009 - June 2011
JonesBaggett LLP August 2006 - March 2009
Skills
Certified Public..., IRS problem resolution, Payroll, QuickBooks, Information Management, Customer Oriented, Customer Experience, Auditing, Tax, Accounting, Employee Benefits, Income Tax, Assurance
Education
The University of Texas at Dallas 1999 — 2003
BS, Accounting and Information Management
Hillary Keeton, CPA, CFE's JonesBaggett LLP Experience April 2009 - August 2011
Job Incharge Auditor at Brink’s
Industry Accounting
Experience
Brink’s August 2014 - Present
Deloitte September 2011 - August 2014
JonesBaggett LLP April 2009 - August 2011
KPMG September 2008 - April 2009
Kim & Associates December 2007 - April 2008
Rommel, Twilley January 2007 - April 2007
Education
Salisbury University - Perdue School of Business 2006 — 2008
Masters, MBA
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor of Science, Accounting
Brink’s August 2014 - Present
Deloitte September 2011 - August 2014
JonesBaggett LLP April 2009 - August 2011
KPMG September 2008 - April 2009
Kim & Associates December 2007 - April 2008
Rommel, Twilley January 2007 - April 2007
Education
Salisbury University - Perdue School of Business 2006 — 2008
Masters, MBA
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor of Science, Accounting
Brenda Reed's JonesBaggett LLP Experience October 2004 - December 2010
Job Senior External Reporting Accountant at PlainsCapital Corporation formerly Southwest Securities, FSB
Industry Banking
Experience
PlainsCapital Corporation formerly Southwest Securities, FSB December 2010 - Present
JonesBaggett LLP October 2004 - December 2010
Northeast National Bank (purchased by Patriot Bank) December 1995 - October 2004
Equitable Bank (purchased by Compass Bank) August 1981 - December 1995
Skills
Audting, Financial Reporting, Accounting, Banking, Internal Audit, Microsoft Office, Finance, Payroll, Auditing, Financial Services, Account Reconciliation, Credit Analysis, Risk Management
Education
The University of Texas at Dallas - School of Management 1999 — 2002
Bachelor of Science (BS), Accounting, 3.75
Richland College 1993 — 1999
Associate's Degree, Business Administration and Management, General
PlainsCapital Corporation formerly Southwest Securities, FSB December 2010 - Present
JonesBaggett LLP October 2004 - December 2010
Northeast National Bank (purchased by Patriot Bank) December 1995 - October 2004
Equitable Bank (purchased by Compass Bank) August 1981 - December 1995
Skills
Audting, Financial Reporting, Accounting, Banking, Internal Audit, Microsoft Office, Finance, Payroll, Auditing, Financial Services, Account Reconciliation, Credit Analysis, Risk Management
Education
The University of Texas at Dallas - School of Management 1999 — 2002
Bachelor of Science (BS), Accounting, 3.75
Richland College 1993 — 1999
Associate's Degree, Business Administration and Management, General