Wymer Brownlee

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Wymer Brownlee Employees

Employee
Years
Job
Industry
Aaron Brownlee Aaron Brownlee Enid, Oklahoma Details
Aaron Brownlee's Wymer Brownlee Experience January 2004 - July 2015
Job Executive Leader
Industry Financial Services
Experience
Wymer Brownlee   January 2004 - July 2015

Skills
Leadership Development, Strategic Planning, Client Development, Business Consulting, Organizational Culture, Staff Development, Staff Management, Management Consulting, Community Development, Finance, Recruiting, Executive Management, Leadership, Portfolio Management, Risk Management

Education
Northwestern Oklahoma State University
Bachelor's degree, Business Administration and Management, General

Jessica Reeves Jessica Reeves Enid, Oklahoma Details
Jessica Reeves's Wymer Brownlee Experience May 2014 - August 2014
Job Senior at the University of Oklahoma
Industry Public Relations and Communications
Experience
OU WebCommunications   January 2015 - May 2015
Oklahoma Film and Music Office  August 2014 - December 2014
Alpha Gamma Delta  January 2014 - December 2014
Wymer Brownlee   May 2014 - August 2014
Greater Oklahoma City Chamber of Commerce  January 2014 - February 2014
Jumbos Grocery Store   June 2010 - 2014

Skills
Film, Press Releases, Marketing Communications, Marketing, Cashiering, Event Planning, Public Relations, Volunteering, Social Networking, Social Media Marketing, Social Media, Public Speaking, Event Management, Microsoft Word, Leadership, Microsoft Office, Microsoft Excel, PowerPoint

Education
University of Oklahoma   2012 — 2016
Bachelor of Arts and Sciences, Communication and Media Studies, Junior

University of Oklahoma   2012 — 2015

Shalene Jones Shalene Jones Enid, Oklahoma Details
Shalene Jones's Wymer Brownlee Experience January 2015 - Present
Job Office Administrator at Wymer Brownlee
Industry Financial Services
Experience
Wymer Brownlee   January 2015 - Present
Leonardo's Children's Museum   September 2014 - January 2015
Coldwell Banker Realty III   March 2014 - August 2014
Envirotech Engineering & Consulting, Inc.   August 2013 - February 2014
Northwest Technology Center  November 2012 - April 2013

Skills
Advertising, Marketing, Customer Service, Editing, Event Planning, Video, Social Media, Social Networking, Public Relations, Press Releases, Blogging, Facebook, Social Media Marketing, Marketing Communications, Customer Retention, Receptionist Duties

Education
Northwestern Oklahoma State University   2009 — 2013
BS, Mass Communication/Media Studies

Pioneer Pleasant Vale High School   1994 — 2009
High School

Reagan Allen Reagan Allen Enid, Oklahoma Details
Reagan Allen's Wymer Brownlee Experience 2013 - December 2014
Job Financial Advisor at Voya Financial
Industry Financial Services
Experience
Voya Financial  February 2015 - Present
Wymer Brownlee   2013 - December 2014

Education
Franklin Pierce Law Center   2000 — 2003
Juris Doctor (J.D.), Law

University of Missouri-Columbia   1991 — 1996
Bachelor of Science (BS), Business Administration and Management, General

Enid High School

Philip A. Mooberry Philip A. Mooberry Tulsa, Oklahoma Area Details
Philip A. Mooberry's Wymer Brownlee Experience April 2011 - September 2012
Job Managing Director/Owner
Industry Investment Management
Experience
Cadent Capital Advisors, LLC   February 2012 - Present
Wymer Brownlee   April 2011 - September 2012
Morgan Stanley Smith Barney  April 2008 - April 2011
Mooberry Financial Group, Inc   November 1997 - April 2008

Skills
Retirement Planning, Wealth Management, Financial Analysis, Estate Planning, Strategic Financial..., Investments, Portfolio Management, Mutual Funds, Investment Strategies, Equities, Risk Management, Strategic Planning, Wealth, Asset Allocation, Alternative Investments

Education
Drury University   1992 — 1995
BA, Business Administration

Keri Zeder Keri Zeder Oklahoma City, Oklahoma Details
Keri Zeder's Wymer Brownlee Experience July 2014 - Present
Job Wealth Advisor Assistant at Wymer Brownlee
Industry Financial Services
Experience
Wymer Brownlee   July 2014 - Present
Wymer Brownlee Tax & Financial Management  March 2012 - July 2014
Best Buy  May 1999 - March 2012

Skills
Customer Service, Mutual Funds, Financial Services, Portfolio Management, Strategic Planning, Marketing Strategy, Financial Reporting, Relationship Management, Series 63, Investment Strategies, Series 7, Wealth Management, Client Services, Series 6, Customer Experience, Series 65, Leadership, Retirement, Finance, Financial Advisory, Project Management, Fixed Annuities, Management, Sales

Education
University of Central Oklahoma   2005 — 2007
Finance, General

Oklahoma City Community College

Josh Shriner Josh Shriner Enid, Oklahoma Details
Josh Shriner's Wymer Brownlee Experience May 2014 - October 2014
Job at
Industry Information Technology and Services
Experience
BLUSOURCE  May 2015 - Present
Wymer Brownlee   May 2014 - October 2014
Student Mobilization  August 2012 - November 2013
Harry & David  May 2012 - July 2012
Gap Inc.  May 2012 - July 2012

Skills
Social Media, SharePoint, Marketing, Customer Service, Access, Visio, Vendor Management, Management, Project Management, Microsoft Office, Leadership, Information Technology, Inventory Management

Education
Oklahoma State University   2012 — 2015
Bachelor's degree, Management Information Systems, General

Oklahoma Baptist University   2011 — 2012
Computer Science

Tim Wilson, CPA Tim Wilson, CPA Oklahoma City, Oklahoma Area Details
Tim Wilson, CPA's Wymer Brownlee Experience December 2014 - Present
Job Adjunct Professor at MidAmerica Christian University
Industry Accounting
Experience
Mid-America Christian University  March 2015 - Present
Wymer Brownlee   December 2014 - Present
Wedel Rahill & Associates, CPA's, PLC   August 2013 - December 2014
Larry K Anderson, PC   June 2012 - August 2013
Ahern Adcock Devlin, LLP  August 2010 - May 2012
County of Riverside  May 2007 - September 2010
United States Marine Corps  August 1998 - May 2007

Skills
Financial Accounting, Life Insurance, Financial Planning, General Ledger, Accounting, Tax Preparation, GAAP, QuickBooks, Income Tax, Tax, Corporate Tax, Financial Reporting, CPA, Microsoft Office, Auditing, Internal Controls, Tax Returns, Financial Statements, Financial Analysis, Accounts Receivable, Bookkeeping, Account Reconciliation, Journal Entries, Fixed Assets, Disability Insurance, Portfolio Management

Education
California State University-San Bernardino - College of Business and Public Administration   2008 — 2010
Bachelor of Science (B.S.), Accounting

University of Maryland College Park   2005 — 2007

Shelby Unruh Shelby Unruh Enid, Oklahoma Details
Shelby Unruh's Wymer Brownlee Experience February 2014 - Present
Job Communications Coordinator at Wymer Brownlee
Industry Public Relations and Communications
Experience
Wymer Brownlee   February 2014 - Present
Vann & Associates PR + Marketing   August 2013 - February 2014
Colonial Florist   October 2012 - May 2013
Schnake Turnbo Frank Public Relations  May 2012 - August 2012
The Daily O'Collegian  August 2010 - May 2011

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Event Planning, Press Releases, Marketing Communications, Social Networking, Public Relations, Public Speaking, Marketing

Education
Oklahoma State University   2009 — 2013
Bachelor of Arts (B.A.), Strategic Communication, Senior

Avadelle Hibbets Avadelle Hibbets Enid, Oklahoma Details
Avadelle Hibbets's Wymer Brownlee Experience 2010 - Present
Job Chief Financial Officer and Executive Director of Accounting Services at Wymer Brownlee
Industry Financial Services
Experience
Wymer Brownlee   2010 - Present
OnviSource  2002 - 2010

Skills
Accounting, Leadership, Project Management, Tax Preparation, Business Valuation, Financial Projection, Lacerte, Strategic Planning, Leadership Development, Revenue Analysis, QuickBooks, ProSystem fx Tax, Business Consulting

Education
Northwestern Oklahoma State University   2003 — 2005
Bachelor of Science (B.S.), Accounting

Northern Oklahoma College
Associate of Science (A.S.), Business Administration

David Morley David Morley Enid, Oklahoma Area Details
David Morley's Wymer Brownlee Experience 2014 - Present
Job Executive Director of Tax and Senior Wealth Advisor at Wymer Brownlee
Industry Accounting
Experience
Wymer Brownlee   2014 - Present
Wymer Brownlee   October 2013 - December 2014
Morley & Associates   November 1991 - September 2013

Skills
Accounting, Tax Preparation, Small Business, Nonprofits, Budgets, Microsoft Word, QuickBooks, Accounts Receivable, Bookkeeping, Finance, Management, CPA, Event Planning, Insurance, Leadership, Leadership Development, Microsoft Office, Payroll, Retirement Planning, Strategic Financial..., Strategic Planning, Tax, Tax Research, Team Building

Education
Southwestern Oklahoma State University   1978 — 1982
Bachelor's degree, Accounting

Debbie (Hunter) Wilczek Debbie (Hunter) Wilczek Enid, Oklahoma Area Details
Debbie (Hunter) Wilczek's Wymer Brownlee Experience November 2006 - November 2012
Job Finance Director at YWCA Enid
Industry Accounting
Experience
YWCA Enid   November 2012 - Present
Autry Technology Center  2014 - 2015
Autry Technology Center  2014 - 2015
Wymer Brownlee   November 2006 - November 2012

Skills
Financial Analysis, Customer Service, Microsoft Office, Event Planning, Strategic Planning, Public Speaking, Sales, Accounting, Marketing, Microsoft Excel, Social Media, Event Management

Education
Stephen F. Austin State University
BS, Accounting

Beth Jerrell Beth Jerrell Enid, Oklahoma Area Details
Beth Jerrell's Wymer Brownlee Experience September 2007 - Present
Job Tax Advisor at Wymer Brownlee
Industry Accounting
Experience
Wymer Brownlee   September 2007 - Present
Clearvision   October 2006 - June 2007
First Mid Illinois Bank and Trust   September 2002 - September 2005

Skills
Accounting, Microsoft Office, Customer Service, Tax Preparation, QuickBooks, Bookkeeping, Microsoft Word, Team Building, Payroll, Accounts Receivable, PowerPoint, Management, Event Planning, Public Speaking, Microsoft Excel, Sales, Invoicing, Financial Planning, Strategic Planning, Social Media, Budgets, Accounts Payable

Education
Southern Illinois University, Carbondale   2004 — 2006
Bachelor's degree, Biology/Biological Sciences, General

Lake Land College   2002 — 2004
Associate of Science (A.S.), Biology/Biological Sciences, General

Chuck Lipps Chuck Lipps Enid, Oklahoma Area Details
Chuck Lipps's Wymer Brownlee Experience August 2005 - Present
Job Wealth Advisor at Wymer Brownlee
Industry Financial Services
Experience
Wymer-Brownlee  August 2005 - Present

Skills
Retirement Planning, Mutual Funds, Series 7, Investments, Strategic Financial..., Asset Allocation, Portfolio Management, Equities, Wealth Management..., Financial Planning

Education
Oklahoma State University   1980 — 1985
Bachelor's Degree, Mechanical Engineering Technology

Enid High School-Enid, Oklahoma   1977 — 1980

Erica Shaloy Erica Shaloy Fairview, Oklahoma Details
Erica Shaloy's Wymer Brownlee Experience 2003 - Present
Job Tax Director at Wymer Brownlee
Industry Financial Services
Experience
Wymer Brownlee   2003 - Present

Skills
Income Tax, Personal Income Tax..., Personal Tax Planning, Corporate Tax, Corporate Tax Planning, Financial Accounting, Small Business Tax, Payroll Services, Small Business..., Leadership

Education
Southwestern Oklahoma State University
Bachelor’s Degree, Accounting

Sharon Hume Sharon Hume Enid, Oklahoma Area Details
Sharon Hume's Wymer Brownlee Experience 2004 - Present
Job Executive Tax Advisor at Wymer Brownlee
Industry Financial Services
Experience
Wymer Brownlee   2004 - Present

Skills
Income Tax, Trust Taxation, Estate Tax Planning, Leadership, Accounting, Tax Accounting, Business Tax Planning, Corporate Tax Planning

Education
Southwestern Oklahoma State University
Bachelor’s Degree, English

Southwestern Oklahoma State University
Master’s Degree, Business Education

Nancy Roeming Nancy Roeming Enid, Oklahoma Area Details
Nancy Roeming's Wymer Brownlee Experience April 2010 - Present
Job Executive Director of Human Resources
Industry Human Resources
Experience
Wymer Brownlee   April 2010 - Present
Advance Food Company  October 1999 - January 2010

Skills
Human Resources, Strategic Planning, Succession Planning, Leadership Development, Public Speaking, Employee Relations, Organizational..., Employee Benefits, Talent Management, Customer Service, Employee Engagement, Benefits Administration, Event Planning, Workshop Facilitation, Performance Management, Fundraising, Marketing, Social Media, Coaching, Event Management, Training, Recruiting, Onboarding, Human Capital

Education
Arizona State University   1971 — 1975
Fine Arts