Maxwell Locke & Ritter

Industry: Company

Description

Headquarters: Austin, TX Founded: 1991FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportMaxwell Locke & RitterWebsiteDirections Saved (0) Saved Save 1 Google review Certified public accountant in Austin, Texas Address: 401 Congress Ave #1100, Austin, TX 78701 Hours: Closed ⋅ Opens 8AM Tue Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (512) 370-3200: Place name: Website: : : : : : Category: Website: http://www.mlrpc.com/ Category: Certified Public Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question

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Maxwell Locke & Ritter Employees

Employee
Years
Job
Industry
Stuart Vick Smith Stuart Vick Smith Austin, Texas Area Details
Stuart Vick Smith's Maxwell Locke & Ritter Experience 2003 - Present
Job Partner at ML&R Wealth Management LLC
Industry Investment Management
Experience
ML&R Wealth Management LLC   January 2004 - Present
Mawell Locke & Ritter LLP   February 2003 - Present
Maxwell Locke & Ritter   2003 - Present
Dell Inc  1998 - 2003
GS Industries   1996 - 1998
Price Waterhouse LLP  1993 - 1996

Education
University of Virginia   1992 — 1993
Masters of Science, Tax Accounting

The University of Texas at Austin   1988 — 1991
Bachelor of Business Administration, Accounting

Stephanie P. Shoemaker Stephanie P. Shoemaker Austin, Texas Details
Stephanie P. Shoemaker's Maxwell Locke & Ritter Experience June 2011 - Present
Job CFO/Firm Administrator at Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter   June 2011 - Present
Animal Trustees of Austin  February 2012 - August 2014
The Trail Foundation   October 2008 - December 2013
Maxwell Locke & Ritter LLP  July 2007 - June 2011
Endeavor Real Estate Group  May 2005 - June 2007
Ernst & Young LLP  2000 - May 2005

Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Process Improvement, Accounting, Mergers & Acquisitions, SEC filings, Government, Auditing, Forecasting, Tax Preparation, Tax, Cash Flow Forecasting, US GAAP, Due Diligence, Payroll, Leadership, Budgets, CPA, Corporate Tax, Accounts Payable, Non-profits, Strategic Planning, Financial Accounting, Management, Investments, Financial Statements, Marketing, Financial Audits, QuickBooks, System Administration, Human Resources, Internal Audit, GAAP, Project Planning, Real Estate, Managerial Finance, External Audit, Tax Accounting, Nonprofits, Fixed Assets, SEC Filings

Education
Texas A&M University   1995 — 2000
BA Acct, MS Finance, Professional Program of Accounting - Finance Track

Texas A&M University - Mays Business School   1995 — 2000

West Brook High School, Beaumont, Texas

Diana Mil Diana Mil Austin, Texas Area Details
Diana Mil's Maxwell Locke & Ritter Experience June 2006 - Present
Job Associate at Maxwell Locke & Ritter
Industry Accounting
Experience
Maxwell Locke & Ritter   June 2006 - Present
Sigmatel, Inc.   December 2004 - May 2006
Ernst & Young LLP  September 2001 - December 2004

Education
The University of Texas at Austin - The Red McCombs School of Business   1996 — 2001
Master in Professional Accounting

Richard King High School   1993 — 1996

Leadership Austin

Meagan (Kirk) Thompson CPA,MBA Meagan (Kirk) Thompson CPA,MBA Dallas/Fort Worth Area Details
Meagan (Kirk) Thompson CPA,MBA's Maxwell Locke & Ritter Experience 1997 - 1999
Job Senior Manager at Riveron Consulting, LP.
Industry Accounting
Experience
SEC Professionals Group   2014 - Present
Riveron Consulting  2014 - Present
T-Mobile US, Inc (formerly MetroPCS Communications, Inc)   2008 - 2014
Titan Global Holdings   2006 - 2008
Tatum  2006 - 2007
Praxair  2005 - 2006
Texas Gas Service  2000 - 2005
Maxwell Locke & Ritter   1997 - 1999

Skills
Financial Reporting, Sarbanes-Oxley Act, Accounting, Variance Analysis, Auditing, GAAP, Internal Controls, Financial Analysis, SEC filings, Internal Audit, Revenue Recognition, General Ledger, US GAAP, Budgets, Finance, Forecasting, Financial Accounting, Cash Management, Consolidation, Financial Statements, Process Improvement, Financial Modeling, CPA, Managerial Finance, Sarbanes-Oxley, Technical Accounting..., Variable Interest..., Due Diligence, Corporate Finance, Corporate Financial..., Problem Solving, Cash Flow Statements, Cash Flow Forecasting, XBRL, Guarantor Financial..., Succession Planning, Controllers, SEC Filings

Education
St. Edward's University   2003 — 2004
M.B.A., Corporate Finance

Huston-Tillotson University   1997 — 1999
BA, Accounting

The University of Texas at Austin   1992 — 1996
Sociology

Tracey Woolard Tracey Woolard Richmond, Virginia Area Details
Tracey Woolard's Maxwell Locke & Ritter Experience April 2008 - November 2008
Job Energy Engineering & System Controls
Industry Industrial Automation
Experience
All Chem   January 2014 - Present
exp  September 2011 - Present
Monili Tre Designs   January 2011 - Present
Maintenance Man Creative   November 2010 - August 2011
Hill Country Conservancy  December 2009 - November 2010
Blue Orchid Websites   June 2009 - December 2009
Abrakadoodle of Austin   February 2009 - June 2009
Freelance Website Planning and Development   January 2009 - June 2009
Maxwell Locke & Ritter   April 2008 - November 2008
Austin Community College  September 2006 - April 2008

Skills
Tridium Niagara, Active Directory, SharePoint, SEO, Microsoft Office, Integration, Web Development, Windows Server, Software Installation, Servers, Microsoft Excel, Networking, HTML, Project Management, Visio, Disaster Recovery, Hardware, Security

Education
Austin Community College   2006 — 2007
Network Security

J. Sargeant Reynolds Community College   2000 — 2006
AAS Information Technology, Information Technology - Networking

Rebecca Cappello Rebecca Cappello Houston, Texas Area Details
Rebecca Cappello's Maxwell Locke & Ritter Experience January 2002 - April 2003
Job Director, CPA
Industry Accounting
Experience
PMB Helin Donovan LLP  April 2003 - Present
Maxwell Locke & Ritter   January 2002 - April 2003
Cirrus Logic  May 2000 - October 2001
Ernst & Young  January 1999 - May 2000
PricewaterhouseCoopers  January 1996 - January 1999

Education
The University of Texas at Austin - Red McCombs School of Business   1992 — 1996

Mark Bunker Mark Bunker Austin, Texas Area Details
Mark Bunker's Maxwell Locke & Ritter Experience March 1991 - April 1993
Job CFO at Hill & Knowlton
Industry Public Relations and Communications
Experience
Taking a Break  August 2015 - Present
Hill & Knowlton  September 2011 - August 2015
Public Strategies, Inc.   January 2003 - October 2011
Stock Building Supply  November 2000 - December 2002
Calcasieu Lumber   May 1998 - October 2000
Southcoast Capital / Loewenbaum & Assoc   May 1993 - April 1998
Maxwell Locke & Ritter   March 1991 - April 1993
Deloitte & Touche  1989 - 1991
Touche Ross  1984 - 1989

Education
The University of Texas at Austin   1980 — 1983

Jennifer Alfia Jennifer Alfia Austin, Texas Area Details
Jennifer Alfia's Maxwell Locke & Ritter Experience 1998 - 2001
Job CEO at Jenny Journey
Industry Accounting
Experience
Jenny Journey   December 2014 - Present
Alfia Household   October 2010 - Present
PMB Helin Donovan, LLP  July 2003 - December 2010
Stonefield Josephson  2001 - 2003
Maxwell Locke & Ritter   1998 - 2001
ML&R Wealth Management   1998 - 2001

Skills
GAAP, Auditing, SEC filings, Accounting, Financial Reporting, Internal Controls, Financial Accounting, QuickBooks, US GAAP, Tax, CPA, Financial Statements, Sarbanes-Oxley Act, Revenue Recognition, Financial Analysis

Education
Texas State University-San Marcos   1996 — 2000
Bachelor of Business Administration (BBA), Accounting

David Karlsson, CPA David Karlsson, CPA San Francisco Bay Area Details
David Karlsson, CPA's Maxwell Locke & Ritter Experience November 1997 - July 2005
Job CPA Shareholder Karlsson & Lane
Industry Accounting
Experience
Karlsson & Lane, An Accountancy Corporation   April 2007 - Present
Hope Hospice, Dublin CA  April 2008 - December 2013
Burr, Pilger & Mayer LLP   July 2005 - April 2007
Maxwell Locke & Ritter   November 1997 - July 2005

Skills
Accounting, Nonprofits, SEC filings, Non-profits, GAAP, Tax, CPA, Auditing, Corporate Tax, Assurance, Finance, Tax Research

Education
Saint Mary's College of California   1992 — 1994
Bachelors, Accounting

Penny Lane Penny Lane San Francisco Bay Area Details
Penny Lane's Maxwell Locke & Ritter Experience November 2000 - July 2005
Job Shareholder, Karlsson & Lane, Accountancy Corporation
Industry Accounting
Experience
Karlsson & Lane   January 2007 - Present
Sallman Yang & Alameda   2005 - 2006
Sallmann, Yang & Alameda   2005 - 2006
Maxwell Locke & Ritter   November 2000 - July 2005

Skills
Accounting, Tax, Tax Preparation, CPA, Financial Reporting, Accountants, Small Business, Tax Accounting, Auditing, GAAP, Nonprofits, Tax Returns, Financial Statements, Corporate Tax, Income Tax, Partnership Taxation, QuickBooks, General Ledger

Education
Saint Mary's College of California   1992 — 1994

Laura Turner Laura Turner Austin, Texas Area Details
Laura Turner's Maxwell Locke & Ritter Experience February 2007 - August 2007
Job CPA at Flieller, Kruger, Skelton & Plyler, LLP
Industry Accounting
Experience
Flieller, Kruger, Skelton, & Plyler, LLP   January 2008 - Present
Maxwell Locke & Ritter   February 2007 - August 2007
Sitel Corporation  December 2001 - June 2006

Education
The University of Texas at Austin - Red McCombs School of Business   2004 — 2007

Alan Werchan Alan Werchan Austin, Texas Area Details
Alan Werchan's Maxwell Locke & Ritter Experience January 1988 - June 1994
Job Assistant Budget Officer for The University of Texas System
Industry Higher Education
Experience
The University of Texas System  September 1998 - Present
The University of Texas System  June 1995 - August 1998
The University of Texas System  June 1994 - May 1995
Maxwell Locke & Ritter   January 1988 - June 1994

Skills
Auditing, Leadership, Finance, Budgets, Analysis, Program Management, Internal Controls, Fundraising, Software Documentation, Community Outreach, Higher Education, Policy, Data Analysis, Financial Analysis, Leadership Development, Nonprofits, Staff Development, Access, Management, Public Speaking

Education
The University of Texas at Austin   1984 — 1988
MPA, Accounting

The University of Texas at Austin   1984 — 1988
BBA, Accounting

Concordia University Texas   1983 — 1986
None, Undeclared

Ashlee Martin Ashlee Martin Austin, Texas Area Details
Ashlee Martin's Maxwell Locke & Ritter Experience Board of DirectorsAmerican Cancer Society2010 - Present
Job Maxwell Locke & Ritter LLP
Industry Accounting
Experience
Maxwell Locke & Ritter   Board of DirectorsAmerican Cancer Society2010 - Present
Deloitte  2000 - 2002

Skills
Small Business, CPA, Accounting, Tax, QuickBooks, Auditing, GAAP, Assurance, Financial Accounting, Managerial Finance, Corporate Tax, Financial Reporting, Payroll, Mergers & Acquisitions, Financial Statements, Internal Controls, SEC filings, General Ledger, Fixed Assets, Budgets, Analysis, Bookkeeping, Tax Research, Tax Accounting, Nonprofits, Strategic Planning, Finance, Revenue Recognition, Account Reconciliation, External Audit, US GAAP, Tax Preparation, Internal Audit, Income Tax, Cost Accounting, Real Estate, Cash Flow, Due Diligence, Financial Analysis, Sarbanes-Oxley Act, Sarbanes-Oxley, Partnership Taxation, Forecasting, Accounts Receivable, Accounts Payable, Financial Audits

Education
Southwestern University   1996 — 2000
BS, Accounting

Pam Raffaele Pam Raffaele Austin, Texas Area Details
Pam Raffaele's Maxwell Locke & Ritter Experience November 2006 - Present
Job Associate at Maxwell Locke & Ritter
Industry Investment Management
Experience
Maxwell Locke & Ritter   November 2006 - Present
Invesmart, Inc.   2001 - 2006
The Standard  1996 - 2006
TR Paul, Inc.   1991 - 1996
J Heller Pension Associates   1989 - 1991

Education
State University of New York College at Buffalo   1989 — 1990
BS, Mathematics

State University of New York College at Oneonta   1985 — 1989
BS, Secondary Ed Mathematics

Dutchess Community College   1984 — 1985
Business

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