Whitley Penn
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Whitley Penn Employees
Whitley Penn July 2015 - Present
Whitley Penn September 2014 - July 2015
McGladrey November 2009 - September 2014
Skills
Financial Accounting, US GAAP, Financial Reporting, Accounting, Internal Controls, GAAP
Education
Abilene Christian University
Master's Degree, Accounting
New Mexico State University
Associate's Degree, Accounting
Whitley Penn April 2014 - Present
Patrick & Company July 2013 - April 2014
The Dwyer Group November 2012 - June 2013
The Dwyer Group January 2012 - May 2012
Forte' Gifts & Flowers December 2010 - April 2012
Credit Systems International May 2011 - August 2011
Inscriptions on the Boulevard May 2008 - August 2009
Skills
Adobe Creative Suite, Microsoft Office, Social Media Marketing, Event Planning, Cision, Public Speaking, Organization, Editing, Media Design, Blogging, Social Media, Social Networking, Ap Style, Facebook, Press Releases, Press Kits, Publicity, Digital Marketing, Constant Contact, Corporate Communications, Photography, InDesign, Public Relations, Marketing Communications, Email Marketing, Twitter, Client Relations Skills, Project Management, Corporate Branding, Presentations, Copywriting, Sales, Event Management, Strategic Communications, Marketing, SEO, AP Style, Social Media Measurement, Media Relations, Advertising, Marketing Strategy, Microsoft Excel, PowerPoint, Management
Education
Baylor University 2009 — 2012
Bachelor of Arts (B.A.), Public Relations
Whitley Penn March 2013 - May 2015
Butler & Hosch, P.A. January 2011 - February 2013
Renewing American Leadership April 2009 - September 2009
State Representative Todd Smith January 2007 - May 2007
ARC Land and Title 2004 - 2005
Skills
Team Leadership, Legal Research, Microsoft Word, PowerPoint, Microsoft Excel, Legal Writing, Microsoft Office, Policy Research, Organization, Internet Research, Politics, Research, Tax Processing
Education
Southern Methodist University 2007 — 2009
B.A. in Political Science, Political Science and Government
Whitley Penn January 2013 - Present
Weaver August 2010 - January 2013
Davis Kinard & Co. PC January 2009 - May 2010
Davis Kinard & Co. PC May 2008 - December 2008
Skills
Personal Income Tax..., Partnership Taxation, Corporate Tax, Tax Research, QuickBooks
Education
Abilene Christian University 2009 — 2010
Masters, Accounting
Abilene Christian University 2005 — 2009
BBA, Accounting
Deloitte August 2013 - Present
Deloitte August 2010 - August 2013
Thomas Stephen & Company, LLP July 2009 - July 2010
Whitley Penn October 2006 - March 2009
CRC Insurance Services March 2006 - October 2006
Skills
Audit, Auditing, SOX, Internal Controls, Accounting, Internal Audit, Risk Assessment, IT Audit, Compliance, GAAP, SEC reporting, Big 4, Risk Advisory, Operational Controls, Consulting Experience, Process Assessment, Finance Transformation, Business Process..., Finance Operations, Sarbanes-Oxley Act, Operational Control, SEC filings, Business Analysis, US GAAP, Enterprise Risk..., External Audit, Financial Accounting, Financial Reporting, Financial Analysis, Business Process..., Management Consulting, Process Improvement, Performance Improvement, Project Management, Project Planning, Finance, Business Valuation, Financial Modeling, Due Diligence, Risk Management
Education
Birmingham-Southern College 2001 — 2006
BS, Accounting
Tarrant County District Attorney's Office August 2012 - October 2012
Tarrant County District Attorney's Office May 2011 - August 2011
153rd District Court of Tarrant County May 2009 - August 2009
Whitley Penn 2001 - 2005
Skills
Litigation, Criminal Law, Trials, Legal Research, Legal Writing
Education
Baylor Law School 2009 — 2012
Doctor of Law (J.D.), Criminal Concentration
Texas A&M University 2003 — 2008
Bachelor of Arts (B.A.), Communication, General
L.D. Bell
Whitley Penn May 2007 - Present
McCaslin & Company, LLP 1997 - 2007
McCaslin & Company, LLP 1992 - 1997
Weldon Aston & Company, PC 1977 - 1992
Skills
CPA, Partnership Taxation, Tax Research, Tax Accounting, Tax Preparation, Tax, GAAP
Education
Tarleton State University 1973 — 1977
BBA, Accounting
FedEx Services June 2015 - Present
Collin College July 2014 - Present
Whitley Penn 2015 - 2015
Whitley Penn 2015 - 2015
Whitley Penn 2015 - 2015
Whitley Penn 2015 - 2015
Big Thought January 2013 - September 2013
Skills
InDesign, Illustrator, Photoshop, Microsoft Office, Editing, Creative Writing, Public Speaking, Photography, Event Planning, Fundraising, Teaching, Research, Writing, Drawing, Painting, Microsoft Excel, iMovie, Magazine Writing, Workshop Facilitation, Workshop Leadership, Marketing, Graphic Design, Public Relations, Art, Nonprofits
Education
Southern Methodist University 2014 — 2016
Collin County Community College 2012 — 2014
Associate of Arts (A.A.)
Montgomery Coscia Greilich LLP May 2014 - Present
HSSK Group June 2013 - May 2014
Whitley Penn May 2012 - June 2013
AmericaVest Financial August 2011 - November 2011
Mears Mazda Volvo - Service Department May 2002 - July 2010
Skills
Business Valuation, Business Planning, Business Strategy, Process Improvement, Financial Modeling, Financial Analysis, Financial Reporting, Accounting, Forecasting, Management, Customer Service, Lean Management, Microsoft Office
Education
Nova Southeastern University 2010 — 2011
Masters of Business Administration, Business & Entrepreneurship, 3.84
Texas Tech University - Rawls College of Business 2007 — 2010
Bachelor, Business Administration
Whitley Penn January 2012 - Present
Whitley Penn November 2010 - December 2011
AuldridgeGriffin, PC January 2009 - July 2010
AuldridgeGriffin, PC January 2002 - December 2008
Skills
Quickbooks, Accounting, Financial Reporting, Tax Preparation, Tax Compliance, GAAP, Corporate Tax, Partnership Taxation, Tax Accounting, CPA, QuickBooks, Tax, Hip-Hop Dance, Income Tax
Education
Angelo State University 1998 — 2001
BBA/MBA, Accounting
Southwest Texas State University 1997 — 1998
Whitley Penn January 2014 - March 2014
Education
Texas Tech University 2010 — 2015
John Cabot University 2012 — 2012
Whitley Penn January 2014 - Present
Whitley Penn March 2005 - Present
Ernst & Young August 1993 - November 1999
Skills
SEC filings, Auditing, GAAP, CPA, US GAAP, Audits of Employee...
Education
Southern Methodist University - Cox School of Business 1989 — 1992
BBA, Accounting
Whitley Penn May 2012 - Present
Abilene Christian University August 2011 - May 2012
First Financial Bankshares, Inc. April 2011 - May 2012
Wishing Well @ ACU August 2009 - May 2012
Western Marketing Fuels, Inc. August 2010 - September 2011
Abilene Christian University August 2009 - August 2011
Western Marketing, Inc. June 2008 - August 2010
Skills
Management, Financial Analysis, Accounts Payable, Microsoft Excel, Forensic Accounting, Financial Accounting, Business Valuation, Litigation Support, Financial Forecasting, Report Writing, Asset Tracing, Characterization, Accounting, Tax, Microsoft Word, Public Speaking, Financial Reporting, PowerPoint, Payroll, Microsoft Office
Education
University of Texas at Dallas 2013 — 2014
Accounting
Abilene Christian University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance, 4.0
Bank of America August 2015 - Present
Bank of America February 2013 - August 2015
Bank of America July 2010 - February 2013
Whitley Penn January 2007 - July 2010
Davis, Clark and Company July 2005 - December 2006
Hyundai Merchant Marine July 2003 - July 2005
Education
Louisiana State University 1998 — 2003
BS, Accounting, Internal Audit
Cain Watters & Associates September 2014 - Present
Whitley Penn April 2012 - September 2014
Lane Gorman Trubitt PLLC November 2009 - April 2012
Burr, Pilger & Mayer LLP November 2005 - October 2009
Deloitte September 2003 - November 2005
Skills
Auditing, Financial Reporting, Accounting, SEC filings, Financial Statements, GAAP, Assurance, Internal Controls, Revenue Recognition, External Audit, Financial Accounting, CPA, US GAAP, Tax Accounting, Mergers & Acquisitions, Financial Planning, Dentistry
Education
Sonoma State University 1999 — 2003
BS, Business Administration - Accounting
7-Eleven September 2014 - Present
OmniSYS, LLC May 2013 - August 2014
Whitley Penn January 2013 - May 2013
Whitley Penn January 2011 - January 2013
Whitley Penn January 2010 - March 2010
Skills
GAAP, Auditing, US GAAP, Internal Controls, Sarbanes-Oxley Act, CPA, Microsoft Excel, IFRS, Non-profits, Financial Reporting, Financial Accounting, Accounting, General Ledger, Financial Statements, External Audit, Account Reconciliation, Payroll, Forecasting
Education
Stephen F. Austin State University 2006 — 2010
MPA, Accounting
Whitley Penn September 2014 - Present
Compass Group North America January 2010 - September 2014
ARAMARK June 2008 - January 2010
Great American Restaurants June 2007 - June 2008
Skills
Budgets, Forecasting, Restaurants, Food Service, Food & Beverage, Customer Service, Relationship Management, Analysis, Restaurant Management, Hospitality Management, Catering, Hospitality, Income Statement, Inventory Management, Training, Accounts Payable, Menu Development, Accounts Receivable, Invoicing, Client Relations, Communication
Education
George Mason University 2009 — 2012
Master of Business Administration (M.B.A.), Financial Management
Penn State University 2003 — 2007
Bachelor's Degree, Hotel, Restaurant and Institutional Management
Bailes Bates & Associates, LLP December 2014 - Present
Whitley Penn May 2012 - December 2014
Null-Lairson P.C December 2010 - May 2012
Jennifer Gremillion Esch, PC November 1999 - December 2010
Skills
CPA, GAAP, Tax Preparation, Internal Controls, Corporate Tax, US GAAP, Tax, Partnership Taxation, Financial Reporting, Tax Accounting, QuickBooks, Bookkeeping, S Corporations, High Net Worth..., Small Business..., Controllership Functions, Entrepreneurship, Personal Tax Planning, Corporate Tax Planning, Payroll, Accounting System, Cost Accounting, Accounting, Tax Advisory
Education
Baylor University - Hankamer School of Business 1989 — 1992
BBA, Accounting
Content Pilot LLC September 2015 - Present
Content Pilot LLC February 2015 - Present
Whitley Penn January 2012 - February 2015
Skills
Marketing, Social Media Marketing, Marketing Communications, Marketing Strategy, Advertising, Leadership, Customer Service, Social Networking, Microsoft Word, Event Planning
Education
Penn State University
Public Relations, Advertising, and Applied Communication
Crow Holdings Capital July 2014 - Present
Pure Barre June 2011 - Present
Whitley Penn September 2013 - July 2014
Deloitte & Touche January 2012 - March 2012
J.Crew March 2008 - December 2011
Northwestern Mutual Financial Network - Park Cities April 2010 - December 2010
Skills
Auditing, Accounting, Addepar, Financial Reporting, Internal Controls, Spanish, Microsoft Excel, Finance, PowerPoint, Facebook, Microsoft Word, Event Planning, Leadership, Customer Service, Social Media Marketing, Financial Analysis, Coaching, Accounts Payable, Accounts Receivable, Financial Statements, Financial Accounting
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Masters of Science, Accounting
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Southern Methodist University - Dedman College 2008 — 2012
Bachelor of Arts (BA), Spanish
University of Oxford 2010 — 2010
Summer Study Abroad Program
Shorewood High School 2004 — 2008
High School Diploma, General Studies
Whitley Penn January 2015 - Present
DeGolyer and MacNaughton January 2013 - December 2014
DeGolyer and MacNaughton July 2010 - December 2012
Pi Kappa Alpha Fraternity - Gamma Chi Chapter December 2007 - November 2008
Skills
Economics, Accounting, Finance, Financial Modeling, Financial Analysis, Petroleum, Data Analysis, Microsoft Excel, Financial Accounting, Budgets, Cross-functional Team..., Investments, Access, Energy, Project Management, Visual Basic, Forecasting, Valuation, Sales, Energy Industry, Leadership, Financial Statement..., Economic Modeling, US GAAP, Market Analysis, Project Finance, Tax Accounting, Business Valuation, SAP FICO, Auditing, SAP, Reserves, Financial Reporting, Capital Budgeting, Process Improvement, Oil & Gas Industry, Corporate Finance, Superior Client Service, Communication, Time Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2015
Master of Business Administration (MBA)
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2014
Master of Science (MS), Accounting
Oklahoma State University 2006 — 2011
Bachelor of Business Administration (BBA), Economics
Oklahoma State University 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Whitley Penn July 2015 - Present
Whitley Penn September 2013 - June 2015
Southwestern University Financial Analyst Program 2011 - 2013
Whitley Penn May 2012 - August 2012
Apache Power Industrial May 2011 - August 2011
Skills
GAAP, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, US GAAP, Business Valuation, Auditing, Financial Statements
Education
Southwestern University 2009 — 2013
Bachelor of Arts (B.A.), Accounting
Jasper Ridge Partners June 2014 - Present
Whitley Penn July 2013 - June 2014
Whitley Penn June 2011 - July 2013
Skills
Accounting, Tax Preparation, High Net Worth..., Small Business, QuickBooks, CCH ProSystem fx
Education
Texas Wesleyan University 2010 — 2011
Master of Business Administration (MBA), Accounting
Texas Wesleyan University 2008 — 2010
Bachelor of Business Administration (BBA), Accounting
Tarrant County College 2005 — 2008
Associate of Arts (AA), General Studies
Burleson High School
Whitley Penn October 2006 - Present
Tuesday Morning 2005 - 2006
Skills
GAAP, Partnership Taxation, Tax Preparation, Tax Research, Corporate Tax, Tax, Income Tax, ProSystem fx Tax, Accounting, Tax Accounting, Tax Returns, CPA, QuickBooks, General Ledger, CCH ProSystem fx, Account Reconciliation, Bank Reconciliation, S Corporations, Journal Entries, High Net Worth..., Bookkeeping
Education
Sam Houston State University 2002 — 2005
BBA, accounting
National Cutting Horse Association June 2014 - Present
Whitley Penn July 2012 - June 2014
YMCA 2013 - 2014
KPMG December 2003 - July 2012
CliftonLarsonAllen (f/k/a Meyners + Company, LLC), December 2002 - November 2003
CliftonLarsonAllen (f/k/a Chavarria, Dunne and Lamey, LLC) May 2002 - November 2002
Arthur Andersen September 2001 - April 2002
Skills
Auditing, Accounting, US GAAP, US GAAS, Financial Reporting, Auditing Standards, Internal Controls, Assurance, CPA, Financial Audits, External Audit, Financial Statements, Big 4, GAAP, Financial Accounting, Tax, Financial Analysis
Education
New Mexico State University 2000 — 2001
Master's degree, Accounting, 3.5
New Mexico State University 1997 — 2000
Bachelor's degree, Accounting, 3.78
Sylvan Learning August 2014 - Present
Whitley Penn July 2011 - August 2014
Milwaukee Brewers Baseball Club June 2008 - June 2011
David Prince Accounting Firm LLP January 2009 - March 2009
Education
Abilene Christian University 2005 — 2010
Bachelor of Business Administration, Accounting
EF Johnson Technologies, Inc. April 2015 - Present
EF Johnson Technologies, Inc. June 2014 - April 2015
Riata Corporate Group February 2013 - May 2014
Whitley Penn September 2011 - February 2013
BKD CPAs & Advisors 2011 - 2011
BKD CPAs & Advisors 2009 - 2011
Skills
Auditing, Financial Statements, GAAP, SEC filings, US GAAP, CPA, External Audit, Internal Controls, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley Act, ProSystem fx Tax, Assurance, General Ledger, Tax Accounting, Revenue Recognition, SEC Filings
Education
Arkansas State University 2006 — 2008
BS, Accounting
Arkansas State University 2001 — 2006
BA, Classical Guitar Performance
Whitley Penn August 2015 - Present
Whitley Penn January 2014 - June 2015
Baylor University, Business Department July 2013 - December 2013
Baylor University, Accounting Department June 2012 - December 2013
Fox Electric Ltd. 2008 - 2010
Education
Baylor University 2013 — 2013
Master of Accountancy
Baylor University 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
Whitley Penn May 2012 - Present
Null-Lairson P.C June 2009 - May 2012
Vacek, Lange October 2008 - June 2009
Skills
Tax Preparation, Accounting, Income Tax, Tax, Bookkeeping, ProSystem fx Tax, QuickBooks, Microsoft Office, Microsoft Excel, Payroll, CPA, Financial Statements, Oil & Gas Accounting, Tax Exempt Organizations, Microsoft Office Word, Adobe Acrobat, Creative Solutions..., ProSystem fx Document, ProSystem fx Engagement, CCH Portal, Accelerated Workflow..., Go File Room, Financial Reporting, Microsoft Word
Education
Houston Community College 2011 — 2012
Continuing Education for CPA Certification
Texas State University-San Marcos 2005 — 2008
Bachelor of Business Administration, Major in Accounting
College of the Mainland 2004 — 2005
Whitley Penn August 2007 - Present
J.P. Morgan December 2004 - August 2007
Skills
Tax, Estate Planning, Trusts, Gift Tax, High Net Worth...
Education
Baylor University - Hankamer School of Business 1999 — 2003
Master of Accountancy, Accounting
Whitley Penn August 2013 - Present
Gibson Ruddock Patterson LLC January 2012 - July 2013
Gibson Ruddock Patterson, LLC June 2005 - December 2011
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, Financial Accounting, US GAAP, External Audit, Financial Audits, CPA, GAAP, Financial Statements, General Ledger, Bank Reconciliation, Accounts Payable, Accounts Receivable, Financial Analysis, Journal Entries, Cash Flow, Account Reconciliation, Fixed Assets, Revenue Recognition, Assurance, QuickBooks
Education
The University of Texas at El Paso 2004 — 2005
Master of Accountancy
The University of Texas at El Paso 2000 — 2005
Bachelor of Business Administration (BBA), Accounting
Tecnológico de Monterrey
Colegio Alemán Alexander von Humboldt
Marty McCutchen, CPA P.C. June 2006 - Present
High Terrace May 2008 - January 2013
Whitley Penn 2003 - 2006
PricewaterhouseCoopers January 2000 - December 2003
Jackson Thornton January 1995 - September 1999
Skills
Accounting, Tax, Software Development, Financial Management, Management Consulting, CPA, Strategic Financial..., Helping Clients Succeed, Entrepreneurship, Tax Preparation, Small Business, Tax Returns, Strategy, Business Planning, Tax Accounting, Partnership Taxation, Mergers & Acquisitions, Corporate Tax, Income Tax, Finance, Financial Planning
Education
Auburn University 1990 — 1994
BS, Accounting
MBHS 1987 — 1990
Whitley Penn April 2008 - Present
Deloitte September 2006 - April 2008
Skills
Accounting, Auditing, SEC Financial Reporting, Oil/Gas, Real Estate, Technology, Manufacturing, Audits of Employee..., US GAAP, Start-ups, Strategic Planning, Forecasting
Education
Stephen F. Austin State University 2003 — 2006
BBA/MPA, Accounting, Business
Tyler Junior College 2001 — 2003
Associate's degree, Business
Whitley Penn Tax ManagerNull-Lairson P.C2006 - 2012
Griffin, Iles & Duvall 2002 - 2006
Swain, Lackey & Thurman 1999 - 2001
Thurman, Rice, MacKinnon 1998 - 1999
L.A. Merry & Associates 1993 - 1997
John W. Boever, CPA 1992 - 1993
Skills
Partnership Taxation, ProSystem fx Tax, CPA, Corporate Tax, Tax Accounting, Tax, Income Tax, Tax Research, Tax Preparation, US GAAP, SEC filings, Financial Reporting, Financial Accounting
Education
Indiana University-Purdue University at Indianapolis 1995 — 1997
Master of Business Administration (M.B.A.)
University of Sioux Falls 1988 — 1992
Bachelor of Science (B.S.), Accounting and Computer Information Systems
Whitley Penn June 2009 - Present
Skills
CPA, Tax, Corporate Tax, ProSystem fx Tax, Tax Preparation, Partnership Taxation, Tax Accounting, Accounting, Non-profits, Income Tax, FAS 109, Tax Returns
Education
Baylor University - Hankamer School of Business 2008 — 2009
Masters, Taxation
Baylor University - Hankamer School of Business 2004 — 2008
BBA, Accounting
Whitley Penn January 2011 - Present
LarsonAllen 2010 - January 2011
GALLINA LLP November 2005 - October 2009
Friar, Harper & Arendt LLP December 2003 - November 2005
Skills
ASC 740 (Formerly FAS..., CPA, Tax, GAAP, Tax Accounting, Accounting, Tax Research, Tax Preparation, SEC filings, Corporate Tax, Income Tax, Partnership Taxation
Education
Sonoma State University 1997 — 2001
BS, Business Administration - Accounting
Whitley Penn January 2015 - Present
Hummingbird and King CPA's LLC January 2012 - December 2014
Skills
Accounting, Tax Preparation, CPA, GAAP, Partnership Taxation, Income Tax, Financial Reporting, Sales & Use Tax, Payroll Taxes, QuickBooks, Financial Accounting, Account Reconciliation, Journal Entries, Tax Law, Tax Research
Education
LSU Shreveport 2009 — 2012
Bachelor's degree, Accounting
Bossier Parish Community College 2007 — 2009
Whitley Penn January 2014 - March 2014
Applebee's November 2012 - July 2013
Walt Disney World January 2012 - April 2012
North Franklin School District March 2010 - April 2011
Skills
Accounting, Financial Accounting, Financial Reporting, Tax, Financial Analysis, Tax Preparation, Bookkeeping, Microsoft Excel, Accounts Payable, Income Tax, General Ledger, Accounts Receivable, Account Reconciliation, Internal Controls, Leadership
Education
University of Utah 2014 — 2015
Master's Degree, Accounting
Brigham Young University - Idaho 2007 — 2014
Bachelor of Science (BS), Accounting
Dell July 2014 - Present
Whitley Penn June 2011 - July 2014
Ernst & Young April 2007 - March 2011
Deloitte 2004 - 2006
Skills
Unix, IBM iSeries, Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, Business Process..., Auditing, IT Controls, Risk Assessment, Internal Controls, Risk Management, Financial Analysis
Education
Louisiana State University 1997 — 2002
Bachelors in MIS, IT
Northwestern Oklahoma State University
Oak Hill Advisors July 2015 - Present
Whitley Penn November 2013 - June 2015
Whitley Penn June 2012 - October 2013
Abilene Christian University August 2011 - July 2012
Camp Thurman 2009 - 2011
Warren C Fisher, CPA & Associates June 2010 - August 2010
Education
Abilene Christian University 2011 — 2012
Masters of Accounting, Accounting
Abilene Christian University 2009 — 2011
BBA, Accounting
Paris Junior College 2007 — 2009
Associates of Science, Accounting
FMC Technologies February 2014 - Present
FMC Technologies September 2012 - February 2014
Whitley Penn May 2012 - September 2012
Null-Lairson P.C January 2005 - May 2012
Skills
GAAP, Auditing, Financial Statements, Accounting, CPA, External Audit, Internal Controls, Management, US GAAP, Finance, Financial Accounting
Education
Stephen F. Austin State University 2000 — 2004
White Nelson Diehl Evans LLP January 2009 - Present
Whitley Penn November 2006 - December 2008
White, Nelson & Co., LLP January 1996 - October 2006
Skills
Income Tax..., Partnership Taxation, Tax Preparation, Tax, Corporate Tax, Accounting, Income Tax, Financial Reporting, GAAP, Tax Research, CPA, QuickBooks, US GAAP, FIN 48, FAS109, Auditing, Tax Accounting, High Net Worth..., Consolidated Returns
Education
California State University-Fullerton 2005 — 2006
M.S., Taxation
Chapman University 1993 — 1995
B.S., Accounting
Paycation Travel January 2015 - Present
Whitley Penn November 2003 - Present
John Gressett, CPA January 1991 - October 2003
Skills
Accounting, Management, Financial Accounting, Public Relations, QuickBooks, Tax Preparation, Microsoft Excel, Auditing, Tax, Travel, Corporate Tax
Education
Tarrant County College
almost, Business
Whitley Penn May 2012 - Present
Null-Lairson, PC June 2006 - May 2012
Skills
General Ledger, Financial Reporting, Accounting, QuickBooks, Payroll, Tax Preparation, Tax Returns, GAAP, Tax Accounting, Corporate Tax, Income Tax, Partnership Taxation, Tax
Education
Stephen F. Austin State University 2000 — 2006
BBA & MPA, Accounting
Schlumberger January 2014 - Present
Whitley Penn May 2012 - June 2013
Null-Lairson P.C. December 2010 - May 2012
3131 Properties May 2006 - August 2008
Skills
ProSystem fx Tax, Lacerte, ProSeries, Tax Preparation, Income Tax, Corporate Tax, Payroll Taxes, Financial Reporting, Accounting, Financial Accounting, QuickBooks, Bookkeeping, CPA, GAAP, Financial Statements, Payroll, General Ledger
Education
Stephen F. Austin State University 2004 — 2009
Masters of Professional Accountancy
Stephen F. Austin State University 2004 — 2009
Master's degree, Accounting
Citi May 2015 - Present
Citi February 2014 - May 2015
Citi December 2012 - February 2014
Independent Attorney November 2008 - December 2012
Whitley Penn January 2011 - September 2011
Ernst & Young August 2002 - September 2003
Skills
Tax, Auditing, Internal Controls, SEC filings, US GAAP, Estate Planning, Commercial Litigation, Corporate Finance, Business Valuation, Forensic Accounting, Vendor Management, Financial Analysis, SEC Financial Reporting, Fraud Detection, Financial Services
Education
University of Houston Law Center 2004 — 2007
JD, Law
Abilene Christian University 1997 — 2002
BBA, Accounting, Cum Laude
Whitley Penn July 2013 - Present
Whitley Penn February 2011 - June 2013
Whitley Penn February 2010 - April 2010
Skills
CPA, Tax
Education
Baylor University 2006 — 2010
MTax and BBA, Accounting
Citi February 2015 - Present
Association of Certified Fraud Examiners-Dallas Chapter May 2012 - May 2015
Citi January 2013 - February 2015
Whitley Penn September 2010 - December 2012
J Childress Consulting March 2010 - September 2010
J Childress LLC January 2009 - March 2010
CitiFinancial Auto, Citigroup 2007 - 2008
Grant Thornton 2004 - 2007
KPMG 2002 - 2003
Skills
Forensic Accounting, Fraud, Certified Fraud Examiner, Internal Controls, Auditing, SEC filings, Accounting, Sarbanes-Oxley Act, CPA, Financial Reporting, GAAP, External Audit, Business Valuation, Internal Audit, Enterprise Risk..., Risk Management, Sarbanes-Oxley, US GAAP, Corporate Finance, Financial Statements, Due Diligence, Financial Audits
Education
New Mexico State University 1991 — 1995
B.A., Accounting
Whitley Penn January 2015 - Present
Valley Mills Vineyards March 2013 - Present
Techpoint Baylor University Libraries 2012 - Present
Pappagallo March 2009 - Present
Skills
Graphic Design, Sales, Baylor Honors College, Baylor..., Accounting, Microsoft Excel, PowerPoint
Education
Baylor University 2011 — 2015
Bachelor, Accounting
Baylor University - Hankamer School of Business 2011 — 2015
Accounting
Amedisys Home Health & Hospice January 2015 - Present
Whitley Penn July 2013 - Present
Live Nation Entertainment January 2013 - July 2013
Live Nation Entertainment March 2009 - July 2013
The Shaw Group September 2008 - February 2009
Amerigroup Corporation May 2008 - August 2008
Camp Sweeney May 2007 - August 2007
Education
Texas Woman's University 2012 — 2016
Masters, Healthcare Administration, GPA 3.85
Louisiana State University 2004 — 2008
Business Administration, Management and Internal Audit
Whitley Penn May 2012 - Present
Null-Lairson P.C February 1992 - May 2012
Education
Georgia Southern University
Bachelor of Business Administration (BBA)
The University of Georgia
Masters of Accountancy
Whitley Penn July 2009 - Present
Skills
General Awesomeness, Eggs, Making Things Work, Fantasy Football, Hair Care, Woodworking, Sees the Big Picture, Putting Out Fires, Music Criticism, Snacks, Internal Controls, GAAP, Auditing, US GAAP, Financial Reporting, Financial Accounting, Accounting, External Audit, Sarbanes-Oxley Act, General Ledger, Facebook, CPA, Employee Benefits, SEC filings, Audits of Employee..., Financial Statements, Financial Analysis, Idea Generation
Education
Louisiana State University 2004 — 2009
Masters, Accounting
Harris-Galveston Subsidence District August 2013 - Present
Whitley Penn May 2012 - July 2013
Null-Lairson P.C December 2008 - May 2012
Skills
GAAP, Financial Analysis, Financial Accounting, Financial Statements, CPA, QuickBooks, External Audit, Financial Reporting, Auditing, Internal Controls, General Ledger, US GAAP, Accounts Payable, Accounting, Tax Preparation, Accounts Receivable
Education
University of Houston-Clear Lake 2006 — 2008
Bachelor of Sciences, Accountancy
South Puget Sound Community College 1995 — 1997
Associate of Arts, General
Katy Independent School District May 2013 - Present
Whitley Penn May 2012 - May 2013
Null-Lairson P.C. April 2011 - April 2012
NYSIF September 2009 - March 2011
Fecteau & Company January 2008 - March 2009
Weinstein Spira & Company May 2006 - December 2007
Hungerford, Aldrin, Nichols & Carter, PC July 1999 - April 2006
Skills
Financial Reporting, CPA, Internal Controls, Accounting, Financial Statements, GAAP, General Ledger
Education
Calvin College 1998 — 2002
BS, Accounting
Whitley Penn July 2015 - Present
Piercy Bowler Taylor & Kern, CPAs January 2014 - July 2015
Piercy Bowler Taylor & Kern, CPAs July 2011 - December 2013
Piercy Bowler Taylor & Kern, CPAs January 2010 - June 2011
Novogradac & Company LLP January 2009 - April 2009
Potts and Associates June 2008 - December 2008
Brigham Young University - Idaho February 2008 - December 2008
DHL GLOBAL FORWARDING August 1997 - December 2006
The Church of Jesus Christ of Latter-Day Saints 1995 - 1997
Skills
Research, Leadership, Tax Preparation, Tax, QuickBooks, Financial Accounting, Journal Entries, Income Tax, Accounting, Corporate Tax, Tax Provision, Staff Training, Staff Supervision, Partnership Taxation, Efiling, Microsoft Excel, Microsoft Word, InDesign, Microsoft Office, Microsoft Access, Distribution Center..., International Logistics, State Tax, GoSystems, Real Estate
Education
Brigham Young University - Idaho 2007 — 2009
BS July 2009, Major: Accounting; Minor: Professional Writing
Whitley Penn November 2005 - Present
BKD, LLP January 2005 - September 2005
Sentinel Monitoring Corporation September 1999 - October 2004
Skills
Certified Fraud Examiner, Tracing,..., Forensic Accounting, Auditing, Litigation Support, Business Valuation, Financial Analysis, Accounting, QuickBooks, External Audit, Financial Statements
Education
University of Arkansas at Little Rock 2001 — 2004
BS, Accounting
Arkansas State University 1979 — 1982
Zoology
Whitley Penn January 2015 - Present
Whitley Penn July 2012 - Present
Whitley Penn January 2010 - July 2012
Whitley Penn September 2008 - January 2010
Wolf & Company, P.C. September 2006 - August 2008
Wolf & Company, P.C. September 2004 - September 2006
Skills
Financial Institutions, Manufacturing, Employee Benefits, Healthcare, CPA, GAAP, Internal Controls, Auditing, Accounting, Financial Reporting, Mergers & Acquisitions, Assurance, Financial Statements, US GAAP, Budgets, Financial Analysis, Financial Accounting, Finance
Education
Stonehill College 2003 — 2004
MSA, Accounting
Stonehill College 1999 — 2003
BSBA, Accounting
Whitley Penn May 2012 - Present
Null-Lairson P.C. March 2010 - May 2012
HOK February 2000 - June 2009
The Andrews Group International (AGI) 1998 - 2000
Coastal Banc ssb 1995 - 1997
Skills
Employee Relations, Compensation, Benefits, HRIS, Legal Compliance, Performance Management, Employee Engagement, Benefits Administration, Onboarding, Talent Management, Talent Acquisition, Policy, Employment Law, Interviewing, Leadership Development, HR Policies, Coaching, Hiring, Team Building, Employee Benefits, Workers Compensation, Workforce Planning, College Recruiting, Deferred Compensation, Recruiting, Temporary Placement, Interviews, Human Resources, Personnel Management, FMLA, Training, Succession Planning, Career Development, New Hire Orientations, Payroll, Conflict Resolution, Management, Job Descriptions
Education
University of Washington
BA, Sociology
Rice University
HR Management Professional Development Program
Texas State University-San Marcos
Certification, graduate level Lawyer's Assistant Program
Whitley Penn December 2001 - Present
CF & Co, LLP January 1999 - December 2001
Education
University of North Texas 2000 — 2003
MBA, Finance
Southeastern Oklahoma State University 1996 — 1998
BBA, Accounting
Carroll High School
RGT Wealth Advisors January 2014 - Present
Robertson, Griege & Thoele April 2011 - December 2013
CliftonLarsonAllen June 2009 - April 2011
Whitley Penn January 2009 - June 2009
Robertson, Griege & Thoele May 2007 - December 2008
Education
Southern Methodist University - Cox School of Business 2005 — 2008
Bachelor of Business in Financial Consulting, Accounting & Finance
The University of Texas at Dallas - School of Management 2009 — 2012
Master of Science in Accounting & Information Management, Accounting
Idaho State University August 2014 - Present
Searle Hart & Associates 2008 - August 2014
Whitley Penn January 2014 - April 2014
BYU-Idaho April 2012 - July 2013
Education
Idaho State University College of Business 2015 — 2016
Master of Business Administration (M.B.A.)
Idaho State University College of Business 2014 — 2015
Master’s Degree, Accountancy, Overall GPA: 4.0
Brigham Young University - Idaho 2008 — 2013
Bachelor's degree, Accounting, GPA: 3.97; Overall GPA: 3.98
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
CHAN Healthcare January 2015 - Present
ABM Industries November 2011 - January 2015
Grant Thornton LLP 2010 - November 2011
Briggs & Veselka Co. 2010 - 2010
Whitley Penn 2007 - 2009
First Financial Bank 2003 - 2007
Fifth Third Bank 2002 - 2003
Arthur Andersen 1998 - 2002
Education
The University of Texas at Dallas - School of Management 2005 — 2007
M.B.A.
Louisiana Tech University 1996 — 1998
B.S., Accounting
Baylor University—Academics Support Program August 2014 - May 2015
Baylor University-Academic Support Program November 2012 - December 2014
Whitley Penn June 2014 - August 2014
Baylor University-Journalism Department August 2012 - November 2012
Congressman Bill Flores June 2012 - August 2012
Lonestar Ranch and Outdoors August 2008 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Exchange, QuickBooks, StatTools
Education
Baylor University 2014 — 2015
Master of Accountancy, Accounting
Baylor University 2011 — 2014
Bachelor of Business Administration (BBA), Accounting
The Rosewood Corporation February 2014 - Present
PwC October 2013 - February 2014
PwC October 2011 - October 2013
PwC June 2010 - August 2010
Whitley Penn January 2010 - March 2010
Skills
Tax, Tax Research, High Net Worth..., Partnership Taxation, Trust Taxation, Corporate Tax, Foundation Returns, Gift Tax, Fixed Assets, Accounting, GoSystems, US GAAP, Strategic Financial..., Microsoft Excel, OneSource, Lacerte, Financial Planning
Education
Southern Methodist University 2010 — 2011
Master of Science in Accounting, Taxation, Valedictorian
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, English Minor
Prestonwood Christian Academy
Trinity Christian Academy
Whitley Penn January 2013 - Present
Whitley Penn January 2011 - December 2012
Skills
GAAP, Financial Accounting, Internal Controls, SEC filings, CPA, US GAAP, Financial Statements, General Ledger
Education
University of North Texas 2004 — 2006
MBA, Business Administration
Oklahoma State University 1997 — 2001
BS, Business Administration
Collinsville High School
Collinsville High School
KD Factors & Financial Services, LLC October 2007 - Present
Provident Financial, Inc July 2004 - September 2007
Whitley Penn May 2002 - July 2004
Skills
Sales, Funding, Internal Controls, Auditing, Start-ups, Loans, Cash Flow, Training, Financial Analysis, Accounting, Accounts Receivable, Commercial Finance, Finance, Factoring, Working Capital..., Asset Based Lending, Project Planning, Small Business, Mergers & Acquisitions, Management, Executive Management, Financial Services, Financial Statements, Commercial Lending, Small Business Lending, Credit, Due Diligence, Cash Management, CPA, Banking, Strategic Financial...
Education
Stephen F. Austin State University 1995 — 1999
BBA, Accounting
Keller High School
Dixon Hughes Goodman LLP November 2014 - Present
Whitley Penn September 2012 - November 2014
Lane Gorman Trubitt, PLLC January 2009 - September 2012
Morse & Co January 2008 - November 2008
Skills
Income Tax, Tax Preparation, Microsoft Excel, Tax Accounting, Microsoft Office, Microsoft Word, Partnership Taxation, Corporate Tax, CPA, Trusts
Education
Oral Roberts University 2005 — 2008
BS, Accounting
CBIZ Valuation February 2013 - Present
Whitley Penn August 2009 - February 2013
Trinity Church February 2007 - August 2009
SBB Management Company March 2003 - January 2007
ABT Executive Suites January 2003 - February 2003
Smart Travel March 2002 - January 2003
Monitronics International November 2001 - February 2002
Skills
Accounting, Business Valuation, CPA, Forensic Accounting, GAAP, SEC filings, Financial Accounting, Tax Accounting, Bookkeeping, Litigation Support, US GAAP, Financial Reporting, Tax, Financial Statements, Financial Analysis, Solvency Opinion, Finance, Financial Modeling, Mergers & Acquisitions, SEC Filings
Education
Southern Methodist University - Cox School of Business 2008 — 2009
Master of Science, Accounting (Tax concentration)
Dallas Baptist University 2001 — 2007
Bachelor of Business Studies, Finance & Accounting (double major)
Christ for the Nations Institute 1998 — 2000
Diploma, Practical Theology
Whitley Penn June 2015 - Present
Whitley Penn January 2014 - April 2014
Crowe Horwath LLP June 2013 - June 2013
James Eye Associates August 2011 - March 2013
Ethel & Myrtle, Inc. November 2010 - August 2011
Nebraska Book Company October 2008 - November 2010
Skills
Microsoft Excel, Accounts Payable, Accounts Receivable, Accounting, Auditing, Invoicing, Leadership, Medical Billing, Microsoft Office, GAAP, Handwriting Without..., Microsoft Word, Financial Accounting, US GAAP, Customer Service, PowerPoint, Internal Controls, Financial Statements
Education
University of North Texas 2012 — 2015
Bachelor and Master of Science Five-Year Program, Accounting (Audit)
Lone Star College System 2007 — 2010
Associate of Science (AS), General Studies
Whitley Penn February 2011 - Present
PricewaterhouseCoopers February 2010 - February 2011
Alcon Labs February 2008 - February 2010
PricewaterhouseCoopers July 2005 - February 2008
Skills
Forensic Accounting, Fraud, Internal Controls, CPA, Business Valuation, Expert Witness, Financial Audits, GAAP, Internal Audit, Risk Assessment, Financial Accounting, Financial Analysis
Education
Brigham Young University 2001 — 2005
Masters, Accountancy
Crowley High School
Whitley Penn October 2009 - Present
Skills
CPA, Business Valuation, Litigation Support, Forensic Accounting, Asset Tracing, Report Writing, Financial Modeling, Microsoft Word, Microsoft Excel, PowerPoint, Financial Accounting, Financial Analysis
Education
Abilene Christian University 2008 — 2009
Master's, Accounting
Abilene Christian University 2005 — 2008
BBA, Accounting & Finance
Whitley Penn August 2015 - Present
Abilene Christian University September 2012 - May 2015
PwC June 2014 - August 2014
Whitley Penn January 2014 - April 2014
State Farm May 2013 - August 2013
Sports Authority May 2012 - August 2012
Ericsson May 2011 - August 2011
Walgreens December 2009 - August 2010
Babe's Chicken Dinner House December 2008 - July 2009
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, Financial Reporting, Customer Service
Education
Abilene Christian University 2014 — 2015
Master's Degree, Accounting
Abilene Christian University 2010 — 2013
Bachelor's Degree, Accounting
Whitley Penn January 2014 - Present
BKD CPAs & Advisors January 2013 - January 2014
BKD CPAs & Advisors January 2012 - January 2014
Baylor University January 2011 - December 2011
Lane Gorman Trubitt PLLC January 2011 - May 2011
Skills
Income Tax, Corporate Tax, Tax Preparation, Tax Returns, Tax Accounting, Tax, Partnership Taxation, Partnership Accounting, State Tax, State Tax Planning, Mergers, M&A evaluation, Due Diligence, Mergers & Acquisitions, CPA, Tax Research
Education
Baylor University 2006 — 2011
Master of Taxation (M. Tax), Accounting
Baylor University
Whitley Penn May 2015 - Present
Skills
Quick learner, Mathematics, Listener, team worker
Education
Texas Tech University 2009 — 2015
Master of Business Administration (MBA), Accounting
Southern Methodist University 2008 — 2009
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
NAI Avant, LLC March 2015 - Present
Self-Employed 2006 - Present
RoyaltyRep, LLC June 2009 - Present
Keller Williams Real Estate August 2013 - February 2015
Camp Gladiator August 2013 - July 2014
New School Advisors, LLC 2010 - 2013
VLMC, Inc. 2006 - 2009
Whitley Penn 2006 - 2006
Ernst & Young 2005 - 2005
Skills
Energy, Mergers, Energy Industry, Due Diligence, Leases, Brokerage, Land Acquisition, Acquisitions, Joint Ventures, Contract Negotiation, Real Estate, Valuation, Negotiation, Investments, Petroleum, Internet Entrepreneur, Social Networking, Social Media Marketing, Mergers & Acquisitions, Investment Properties, Asset Management, Financial Modeling, Business Development, Finance, Portfolio Management
Education
Texas A&M University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Jönköping University 2004 — 2004
International Business
Pillar September 2012 - Present
Whitley Penn June 2010 - May 2012
Sommerville & Associates May 2008 - December 2009
Nokia Mobile Phones May 1996 - June 1999
Skills
Excel, Microsoft Office, Purchasing, Legal Documents, Microsoft Excel, Office Management, Accounting, Tax, Sarbanes-Oxley Act, Budget, Microsoft Word, Manufacturing, PowerPoint, Customer Service, Outlook, SAP, Financial Statements, Tax processing, Payroll Taxes, QuickBooks, GAAP, Corporate Tax, Access
Education
University of Texas in Arlington 2004 — 2007
Political Science
Tarrant County College 1998 — 1999
Whitley Penn April 2004 - Present
Grant Thornton LLP January 2003 - March 2004
KPMG US May 2002 - December 2002
Arthur Andersen May 1997 - May 2002
Education
Tarrant County College 2005 — 2013
Associate of Arts (AA), General
BDO USA, LLP July 2014 - Present
Whitley Penn August 2011 - June 2014
BKD CPAs & Advisors January 2010 - August 2011
BKD CPAs & Advisors January 2008 - December 2009
Skills
CPA, GAAP, Auditing, US GAAP, Internal Controls, External Audit, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Financial Statements, General Ledger, Assurance, IFRS, Oil & Gas Industry, Upstream, Oil & Gas Accounting, Energy Audits, Oil/Gas, Energy Industry, Energy, Financial Analysis
Education
University of North Texas 2005 — 2007
Master of Business Administration (MBA), Accounting
Kansas State University 1995 — 1999
Bachelor of Science (B.S.), Animal Sciences
Other
Other
PSAV June 2015 - Present
Total Equipment And Service July 2014 - July 2015
RealPage, Inc. June 2013 - July 2014
Whitley Penn June 2011 - June 2013
Skills
XP, Windows 7, Troubleshooting, Technical Support, Software Installation, Active Directory, Windows XP, VPN, Hardware, TCP/IP, HP, Cloud Computing, iPhone, Desktop Computers, Laptops, DNS, DHCP, Help Desk Support, Printers, Remote Desktop, Microsoft Exchange, Computer Hardware, Servers, Citrix, Windows XP Pro, Network Administration, Windows Server, BMC Remedy, System Deployment, Wireless Networking, Computer Repair, Operating Systems, Outlook, Norton Ghost, Computer Maintenance, System Administration, Network Security, Server Administration, Antivirus, Group Policy, LAN-WAN, Information Technology, Dell Computers, Management, Documentation, Networking
Education
Paris Junior College 2008 — 2011
Associate of Arts and Sciences (A.A.S.), Network and System Administration/Administrator
Phoenix Charter School 2004 — 2008
High School, High School/Secondary Diplomas and Certificates
J. Taylor & Associates, LLC July 2010 - Present
Whitley Penn 2004 - July 2010
Buchanan Clarke Schlader. LLP 2003 - 2004
WilTel Communications (Now Level 3) 2001 - 2003
Skills
Tax, High Net Worth..., Tax Compliance, Accounting, Financial Planning, Finance, Estate Planning, Due Diligence, Financial Statements, General Ledger, Mergers & Acquisitions, Tax Preparation, QuickBooks, Strategic Financial..., Internal Controls, Retirement Planning, Corporate Tax, Account Reconciliation, Tax Returns, Insurance, Auditing, Life Insurance, Small Business, Financial Reporting, Business Valuation, Tax Accounting, Financial Planners, Bookkeeping, Income Tax, GAAP, Tax Research, SEC filings, Partnership Taxation, Financial Accounting, Financial Analysis, S Corporations, Sarbanes-Oxley Act, Sales Tax
Education
Northeastern State University 1997 — 2001
Whitley Penn July 2014 - Present
Whitley Penn September 2012 - June 2014
Davis Kinard & Co. PC October 2011 - August 2012
Davis Kinard & Co. PC May 2009 - September 2011
Davis Kinard & Co. PC May 2008 - April 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Financial Accounting, Auditing, QuickBooks, Accounting, Nonprofits, Accounts Receivable, Accounts Payable, Financial Reporting, Financial Analysis, External Audit, Analysis, Survival Skills, Long Distance Running, CPA, Bicycle Accidents, Dinosaurs, Weather Forecasting, Magicians
Education
Abilene Christian University 2004 — 2009
BBA, MACC
Hardin-Simmons University September 2015 - Present
Whitley Penn July 2014 - August 2015
Whitley Penn January 2013 - June 2014
FDLIC March 2011 - June 2011
Whitley Penn January 2011 - March 2011
Skills
GAAP, Auditing, Accounting, US GAAP, Financial Reporting, Financial Analysis
Education
Baylor University 2007 — 2012
Master of Accountancy, Accounting
J.M. Cure CPA, PLLC February 2015 - Present
Commercial Metals Company March 2014 - February 2015
Commercial Metals Company October 2012 - March 2014
Whitley Penn July 2011 - October 2012
Deloitte January 2009 - July 2011
Petroleum Accounting Consultants, PLLC August 2006 - May 2007
Beaird Harris & Co., P.C. January 2005 - May 2005
Skills
US GAAP, Technical Accounting..., Revenue Recognition, Revenue Analysis, Accounting, Auditing, Financial Accounting, Interpersonal..., Internal Audit, Financial Reporting, SEC filings, External Audit, SEC reporting, Budgets, Public Speaking, Financial Statement..., Financial Statement..., Analytics, Internal Controls, Sarbanes-Oxley Act, SEC Filings
Education
University of Oklahoma - Price College of Business
BS, Accounting
Oklahoma City University
MSA, Masters in the Science of Accounting
Bazaarvoice December 2014 - Present
Meltwater Group October 2013 - November 2014
Meltwater Group September 2012 - September 2013
Print Avenue January 2010 - August 2012
MyWeddingPaper.com June 2008 - January 2010
Revere Commercial Realty September 2006 - August 2007
Whitley Penn September 2005 - April 2006
Skills
Direct Mail, Marketing Strategy, Copywriting, Strategy, Social Networking, Content Strategy, Consulting, Supply Chain Management, Web Pages, Direct Marketing, Budgets, Social Media Marketing, Marketing, E-commerce, Sales
Education
Southern Methodist University 2004 — 2008
Bachelor of Business Administration (BBA), Finance & Economics
John Burroughs High School 2000 — 2004
Whitley Penn May 2012 - Present
Vinson & Elkins November 2011 - April 2012
Greenberg Traurig March 2006 - November 2011
Munsch Hardt Kopf & Harr, P.C. January 2003 - April 2005
Strasburger & Price, LLP 2004 - 2005
Munsch Hardt Kopf & Harr, P.C. April 2002 - January 2003
Baker Botts 2000 - 2002
National City Mortgage Corporation 2000 - 2001
Skills
Marketing, Marketing Communications, Business Development, Public Relations, Event Planning, Marketing Strategy, Event Management, Strategic Planning, Media Relations, Legal Marketing, Corporate Communications, Social Networking, Social Media, Press Releases, Legal Research, Public Speaking, Strategy, Market Research, Contract Negotiation, Negotiation, Advertising, Research, Social Media Marketing, Online Marketing, Email Marketing, Internal Communications, Nonprofits, Newsletters, Copywriting, Direct Marketing, Integrated Marketing, Brand Development, PowerPoint, Fundraising, Project Management, Community Service
Education
Texas Tech University 1997 — 2000
BA, Public Relations
Midwestern State University 1995 — 1997
Music Education
Rider High School
Jasper Ridge Partners January 2014 - Present
Jasper Ridge Partners November 2006 - January 2014
Whitley Penn January 2005 - October 2006
Lockheed Martin October 2001 - January 2005
US Dept. of Labor/ Office of Inspector General July 2000 - October 2001
Skills
Financial Reporting, Accounting, Auditing, GAAP, Financial Analysis, US GAAP, CPA, General Ledger, Financial Accounting, Account Reconciliation, QuickBooks, Accounts Payable, Accounts Receivable, Bookkeeping, Forecasting, Finance, Hedge Funds
Education
Texas Christian University 2002 — 2004
MBA
Nicholls State University 1996 — 2000
Bachelor, Accounting
Orthofix October 2014 - Present
Hein & Associates January 2012 - October 2014
Pillar Hotels and Resorts (formerly Archon Hospitality) July 2008 - December 2011
Whitley Penn 2008 - 2008
Travis Wolff and Company 2007 - 2007
Skills
Accounting, Financial Reporting, Management, Financial Accounting, Payroll, Auditing, CPA, Due Diligence, Account Reconciliation, Sarbanes-Oxley Act, GAAP, Internal Audit, General Ledger, SEC filings, Accounts Receivable, Accounts Payable, Financial Analysis, Teamwork, Internal Controls, US GAAP, Assurance, SEC Filings
Education
University of North Texas 2004 — 2007
BS, Accounting
Mountain View College
Whitley Penn May 2007 - Present
McCaslin & Company, LLP November 1997 - May 2007
Skills
Accounting, CPA, Tax, Partnership Taxation
Education
The University of Texas at Arlington 1995 — 1997
MBA, Acounting
Austin College 1990 — 1994
BA, Business
RGT Capital Management, Ltd June 2015 - Present
RGT Capital Management, Ltd May 2013 - May 2015
Saville, Dodgen & Co. May 2012 - May 2013
Dean Foods April 2011 - April 2012
Dean Foods July 2009 - April 2011
Whitley Penn July 2008 - March 2009
Ernst & Young September 2007 - June 2008
Radian Hennigan, CPA 2003 - 2007
Education
Louisiana Tech University 2006 — 2007
Masters of Professional Accountancy
Louisiana Tech University 2002 — 2006
Bachelor's degree, Accounting
Whitley Penn January 2015 - Present
K.E. Andrews & Company February 2008 - September 2014
Key Energy Services September 2005 - January 2008
Skills
Tax, Accounting, Fixed Assets, Auditing, Sales Tax, General Ledger, Financial Reporting, Use Tax, Financial Analysis, Budgets, Financial Accounting, Account Reconciliation, Sarbanes-Oxley Act, GAAP, Tax Research, Internal Controls
Education
Stephen F. Austin State University 1972 — 1974
Thomson Reuters June 2013 - Present
Gandy, Calverley & Co. April 2012 - June 2013
TPG Capital January 2007 - April 2012
Guardianship Services 2006 - 2007
Gandy, Calverley & Co., P.C. June 2004 - December 2006
Whitley Penn June 2003 - June 2004
Brown, Graham & Co., PC June 2000 - June 2003
Green & McCullar LLP September 1996 - June 2000
Skills
Private Equity, Income Tax, Tax, Estate Planning, CPA, Financial Reporting, Business Planning, International Tax, Corporate Tax, Mergers & Acquisitions, Tax Accounting, Due Diligence
Education
The University of Texas School of Law 1993 — 1996
J.D., Law
Baylor University 1989 — 1993
B.A., Philosophy
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
Weaver July 2015 - Present
Whitley Penn August 2012 - June 2015
Gainer Donnelly LLP January 2012 - August 2012
Gainer Donnelly LLP October 2010 - December 2011
EEPB, PC August 2009 - October 2010
Henry & Peters, PC January 2008 - March 2008
Skills
Microsoft Office Suite,..., CCH ProSystem fx, Adobe Acrobat, PPC's Smart Practice..., Checkpoint Tools for PPC, US GAAP, Auditing, SEC filings, CPA, External Audit, Financial Statements, Corporate Tax
Education
Stephen F. Austin State University 2008 — 2009
Master of Professional Accountancy, 4.0
Stephen F. Austin State University 2004 — 2008
Bachelor of Business Administration (B.B.A.) with Honors, Accounting, 3.67
Whitley Penn July 2011 - Present
Pattillo Brown & Hill L.L.P January 2010 - June 2011
Skills
Accounting, ProSystem fx Tax, Financial Reporting, Internal Controls, Tax Preparation, CPA, Auditing, Partnership Taxation, Tax Research, Corporate Tax, Tax Accounting, Tax, Financial Statements, SEC filings, Income Tax, External Audit, GAAP, General Ledger, Financial Accounting
Education
Baylor University - Hankamer School of Business 2005 — 2009
BBA, Accounting
Baylor University
FTI Consulting March 2011 - Present
FTI Consulting September 2008 - March 2011
PricewaterhouseCoopers May 2007 - August 2007
Whitley Penn May 2006 - August 2006
Skills
Budget, Accounting, Auditing, Finance, Compliance, FCPA, Risk Assessment, Damages Analysis, Financial Modeling, Forensic Investigations, Financial Accounting, CPA, Due Diligence
Education
Southern Methodist University - Cox School of Business 2007 — 2008
MSA, Accounting
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
BBA, Finance & Accounting
Whitley Penn June 2010 - Present
Electro Acoustics & Video, Inc. May 1996 - June 2010
AGP Laboratories February 1991 - April 1993
United States Department of Agriculture July 1987 - February 1991
Skills
GAAP, Employee Benefits, Accounting, Budgets, Payroll, Fixed Assets, Process Improvement, Internal Controls, Payroll Taxes, Human Resources, Financial Accounting, Financial Statements
Education
The University of Texas at Arlington - College of Business 1984 — 1987
BBA, Business
Edison Community College 1981 — 1983
AA, Piano Performance
Keller Independent School District August 2004 - Present
FLS Aerospace August 2002 - May 2004
Whitley Penn 1999 - 2001
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Employee Relations, English, Customer Service, Outlook, Teamwork, Administrative..., Organizational..., Research, Office Management, Data Entry, Change Management
Education
DeVry University 1990 — 1992
Computer Programming
J.A. Fair HS 1986 — 1990
Child Development
Lain, Faulkner & Co., PC June 2010 - Present
Whitley Penn September 2008 - May 2010
KPMG September 2004 - August 2008
Skills
Accounting, SEC reporting, Business Valuation, Financial Reporting, Forensic Accounting, Due Diligence, Audit, Litigation Support
Education
Stephen F. Austin State University 1999 — 2004
Master of Professional Accountancy
Whitley Penn October 2006 - Present
Commercial Bank of Texas, N.A. May 1993 - July 2003
Archer Daniels Midland Company May 1984 - April 1994
Skills
Litigation Support, Forensic Accounting, Family Law, Business Valuation, Dispute Resolution, Estate Planning, Alternative Dispute..., Fraud, Mediation, Auditing, Commercial Litigation, CPA, Litigation, Due Diligence, Collaborative Law, Mergers & Acquisitions, Tax, SEC filings
Education
Texas Wesleyan University 2003 — 2006
Doctor of Law (JD), Law
Stephen F. Austin State University 1992 — 1994
MBA, Business
Millikin University 1980 — 1984
BS, Accounting and Marketing
PwC June 2015 - Present
La Quinta Holdings Inc. November 2009 - June 2015
Whitley Penn August 2008 - November 2009
Beach, Fleischman & Co., PC 2004 - 2008
Stonefield Josephson 2002 - 2004
Skills
General Ledger, GAAP, Financial Reporting, Internal Controls, SEC filings, Financial Analysis, Account Reconciliation, Financial Statements, CPA, Bank Reconciliation, Sarbanes-Oxley, Accounting, SOX, Auditing, US GAAP, Financial Accounting, Strategic Financial..., Variance Analysis, PeopleSoft Financial, IPO, SEC Filings, Sarbanes-Oxley Act
Education
California State University-Northridge 1998 — 2002
B.S., Accounting
Whitley Penn August 2009 - Present
Larry R. Cook & Associates 2006 - 2009
Skills
Business Valuation, Financial Analysis, Litigation Support, Forensic Accounting, Tax, Financial Modeling, Financial Forecasting, Consulting, Microsoft Excel, PowerPoint, Lotus 123
Education
Abilene Christian University 2005 — 2009
BBA, Finance, Accounting, Communications, Summa Cum Laude
Whitley Penn January 2013 - Present
Dean Foods February 2012 - January 2013
Rylander Clay & Opitz, LLP July 2011 - January 2012
Rylander, Clay & Opitz, LLP February 2009 - July 2011
PwC July 2006 - January 2009
Hoffman Clark LLC November 2003 - May 2006
Skills
Tax, Internal Controls, GAAP, Financial Reporting, Financial Accounting, CPA, Accounting
Education
Saint Louis University 2001 — 2006
Bachelor of Science (B.S.), Accounting
Andrews Kurth September 2014 - Present
SMU Dedman School of Law August 2011 - May 2014
Lennox International September 2013 - December 2013
Underwood Perkins, P.C. May 2013 - August 2013
68th Civil District Court, The Honorable Judge Martin Hoffman August 2012 - August 2012
254th Family District Court, The Honorable Judge James Martin June 2012 - August 2012
U.S. Department of Labor May 2012 - June 2012
Whitley Penn July 2010 - July 2011
KPMG August 2007 - July 2010
Skills
Due Diligence, Accounting, Financial Analysis, Financial Accounting, CPA, Auditing, Financial Reporting, Mergers, Internal Controls, Private Equity
Education
Southern Methodist University Dedman School of Law 2011 — 2014
J.D., Magna Cum Laude
University of Notre Dame - Mendoza College of Business 2003 — 2007
Bachelor's Degree, Accounting, Magna Cum Laude
John Cabot University - Rome, Study Abroad
Whitley Penn July 2008 - July 2010
Education
Collin County Community College
Associate of Arts (A.A.), Business Administration and Management, General
Collin County Community College
Certification, Office Systems Technology
Infinity Contractors Int'l Ltd August 2013 - Present
Whitley Penn December 2012 - August 2013
Infinity Contractors Int'l Ltd 2013 - 2013
Rife Energy Operating, Inc. November 2008 - December 2012
Kroger Pharmacy September 2001 - October 2008
Skills
General Ledger, Accounts Payable, Microsoft Excel, Invoicing, Accounts Receivable, Outlook, Microsoft Word, Spreadsheets, Microsoft Office, Bank Reconciliation, Journal Entries, Customer Service, Cost Accounting, Data Entry, OGSYS, Texas Notary, Inventory, Telephone Skills, Cash, Invoice Processing, 10 Key, Notary Public, Accounting, Construction, Account Reconciliation
Education
Tarrant County College
General Studies
Whitley Penn May 2012 - Present
Null-Lairson PC January 2009 - May 2012
Education
Houston Community College
Associate Business Management, Human Resource Management
Kansas State University
Bachelor of Science
University of Houston
Master of Education
Whitley Penn May 1983 - Present
Skills
CPA, Partnership Taxation, Corporate Tax, GAAP, Tax Accounting, Tax Research, SEC filings, Tax, Tax Preparation, Income Tax, Tax Returns, Financial Statements, Forensic Accounting, ProSystem fx Tax, US GAAP, SEC Filings
Education
Walsh College 1976 — 1978
Bachelors, Accounting
Macomb Community College 1974 — 1976
Associates, Accounting
Whitley Penn July 2006 - Present
Edward White & Co. January 1997 - August 2005
Skills
Tax, CPA, Tax Accounting, Tax Preparation, GAAP, Partnership Taxation, Income Tax, Business Development, SEC filings, Financial Analysis, Corporate Tax, Accounting, Tax Returns, US GAAP, Personal Tax Planning, Tax Research, Financial Reporting, SEC Filings
Education
California State University-Northridge 1982 — 1988
Bachelor of Science (B.S.), Mathematics
Fruit of the Earth July 2012 - Present
Red Oak Water Transfer, Inc August 2010 - April 2012
Whitley Penn July 2006 - July 2010
Covenant Health System May 2002 - May 2006
Skills
Accounting, Financial Reporting, Financial Analysis, QuickBooks, Tax, General Ledger, CPA, Accounts Receivable, Accounts Payable, Strategic Financial..., GAAP, Tax Accounting
Education
Texas Tech University - Rawls College of Business 2002 — 2006
Master's degree, Taxation
Abilene Christian University 2001 — 2002
Whitley Penn July 2015 - Present
Whitley Penn January 2014 - April 2014
Rains Tennis Works, Inc. August 2007 - August 2009
Skills
Financial Accounting, Operations Management, Contractual Agreements
Education
University of North Texas
Master of Science (M.S.), Taxation
University of North Texas 2011 — 2013
Bachelor of Science (B.S.), Accounting
Belmont University 2009 — 2010
B.S., Songwriting
Thomson Reuters May 2011 - Present
EY 2006 - 2011
Whitley Penn 2004 - 2006
EY 2000 - 2004
Craig Hamilton & Co, PC 1997 - 2000
Ryan 1995 - 1997
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Research, Budgets, English, Public Speaking, Windows, Tax Accounting, Corporate Tax, Technical Writing, Technical Editing, Financial Statements, CPA
Education
University of North Texas 1991 — 1995
Masters in Professional Accounting, Accounting
Franklin & Marshall College 1981 — 1985
B.S., Political Science and Government
Whitley Penn April 2012 - Present
Whitley Penn January 2012 - April 2012
Volunteer Income Tax Assistance - VITA January 2011 - April 2011
ACE Cash Express July 2002 - January 2005
Skills
QuickBooks, Tax, CPA, GAAP, Accounting, Auditing, Income Tax, Tax Preparation, Corporate Tax, Financial Accounting, Financial Reporting, Partnership Taxation, Bookkeeping, Franchise Tax, State Tax, Engagement, Microsoft Excel, Compilation Of...
Education
Texas Wesleyan University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Tarrant County College 2007 — 2009
Associate of Arts (A.A.)
Oak Hill Advisors, L.P. April 2014 - Present
Whitley Penn September 2012 - March 2014
Whitley Penn January 2012 - May 2012
Crowley Independent School District January 2010 - December 2011
Sabine Parish Tourist Commission April 2009 - November 2009
Education
The University of Texas at Arlington 2010 — 2012
Master's degree, Accounting
Northwestern State University 2005 — 2009
Bachelor's degree, Public Relations/Image Management
Texas State Auditor's Office June 2013 - Present
Kroger October 2006 - May 2013
Whitley Penn January 2013 - March 2013
Stephen F. Austin State University January 2010 - December 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Writing, Auditing, Time Management, Research, Internal Audit
Education
Stephen F. Austin State University 2012 — 2013
Master of Professional Accountancy, Accounting
Stephen F. Austin State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Professional Accountancy
Whitley Penn September 2013 - June 2014
Kinder Morgan October 2012 - August 2013
Stephen F. Austin State University January 2012 - May 2012
Skills
Accounting, Auditing, Financial Audits, Government Auditing, SOX Compliancy, Risk Assessment, Microsoft Excel, Microsoft Word, Access, Outlook
Education
Stephen F. Austin State University 2007 — 2012
Master of Professional Accountancy with a Bachelor of Business Administration, Accounting
Whitley Penn January 2011 - Present
Education
Abilene Christian University 2010 — 2010
Master of Accountancy
Abilene Christian University 2007 — 2009
Bachelor of Business Administration (BBA)
Whitley Penn July 2012 - Present
Whitley Penn February 2012 - June 2012
AuldridgeGriffin, PC September 2010 - January 2012
KPMG January 2009 - March 2009
Education
Baylor University 2005 — 2010
Master of Accountancy, Accounting
Dave & Buster's Inc. May 2014 - Present
Fiesta Restaurant Group, Inc. April 2013 - April 2014
Whitley Penn April 2012 - April 2013
Archon Group March 2010 - April 2012
KPMG September 2008 - March 2010
Skills
External Audit, Microsoft Excel, Oil/Gas, Midstream, Financial Reporting, Financial Services
Education
Southern Methodist University 2007 — 2008
Master of Science (MS), Accounting
Southern Methodist University 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Whitley Penn December 2012 - Present
Vacek, Lange & Westerfield PC July 2009 - December 2012
Burlington Northern Santa Fe Railway July 2006 - July 2009
Skills
Income Tax, Research, CCH ProSystem fx, Accounting, Tax Preparation, Compilation Of..., Bookkeeping, Microsoft Excel, Microsoft Word, QuickBooks, Creative Solutions...
Education
Oklahoma Panhandle State University 1997 — 2001
Bachelor of Business Administration (BBA), Accounting and Computer Science