TravisWolff Company
Industry: Company
DescriptionFounded: 1991 Parent organization: Armanino LLPFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportTravisWolffWebsiteDirections Saved (0) Saved Save 1 Google review Accountant in Dallas, Texas Address: 15950 Dallas Pkwy #600, Dallas, TX 75248 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday(Martin Luther King Jr. Day)8AM–5PMHours might differTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (972) 661-1843: : Place name: Website: : : : Category: : Website: http://www.traviswolff.com/ Category: 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 Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of TravisWolff Posting publicly on the Web Write a review Reviews 1 Google review
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TravisWolff Employees
Employee
Years
Job
Industry
Ja'Cory Brasfield Ja'Cory Brasfield's TravisWolff Experience January 2013 - July 2013
Job Associate at KPMG
Industry Accounting
Experience
KPMG US June 2014 - Present
BDO USA, LLP August 2013 - May 2014
TravisWolff January 2013 - July 2013
HEB May 2012 - August 2012
Fernandez and Fernandez CPAs, LLC October 2011 - May 2012
Skills
Bookkeeping, QuickBooks, Creative Solutions..., Microsoft Excel, Tax Returns, Microsoft Word, ProSystem fx Tax, Accounting, PowerPoint, Leadership, Highly Ambitious, Research, Corporate Tax, Account Reconciliation, Financial Statements, General Ledger, Tax, CPA, Tax Preparation, GAAP, Financial Accounting, Income Tax, Tax Accounting, US GAAP, Auditing, Journal Entries, Financial Reporting, Internal Controls, SEC filings, Accounts Payable, Sales Tax, External Audit, SEC Filings
Education
University of the Incarnate Word 2013 — 2014
Master of Science (MS), Accounting, 3.81
The University of Texas at San Antonio 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
KPMG US June 2014 - Present
BDO USA, LLP August 2013 - May 2014
TravisWolff January 2013 - July 2013
HEB May 2012 - August 2012
Fernandez and Fernandez CPAs, LLC October 2011 - May 2012
Skills
Bookkeeping, QuickBooks, Creative Solutions..., Microsoft Excel, Tax Returns, Microsoft Word, ProSystem fx Tax, Accounting, PowerPoint, Leadership, Highly Ambitious, Research, Corporate Tax, Account Reconciliation, Financial Statements, General Ledger, Tax, CPA, Tax Preparation, GAAP, Financial Accounting, Income Tax, Tax Accounting, US GAAP, Auditing, Journal Entries, Financial Reporting, Internal Controls, SEC filings, Accounts Payable, Sales Tax, External Audit, SEC Filings
Education
University of the Incarnate Word 2013 — 2014
Master of Science (MS), Accounting, 3.81
The University of Texas at San Antonio 2008 — 2012
Bachelor of Business Administration (BBA), Accounting
Perry Kaufman's TravisWolff Experience May 2002 - Present
Job Managing Partner at TravisWolff
Industry Accounting
Experience
TravisWolff May 2002 - Present
Kaufman & Associates January 2001 - May 2002
Kaufman Munn & Associates PC January 1991 - December 2000
Skills
Tax, Finance, Management, Corporate Tax, Mergers & Acquisitions, Employee Benefits, Entrepreneurship, Small Business, Financial Accounting, Income Tax, Mergers, Leadership, Accounting, Succession Planning, Financial Planners, CPA, Financial Planning
Education
The University of Texas at Austin
BBA
TravisWolff May 2002 - Present
Kaufman & Associates January 2001 - May 2002
Kaufman Munn & Associates PC January 1991 - December 2000
Skills
Tax, Finance, Management, Corporate Tax, Mergers & Acquisitions, Employee Benefits, Entrepreneurship, Small Business, Financial Accounting, Income Tax, Mergers, Leadership, Accounting, Succession Planning, Financial Planners, CPA, Financial Planning
Education
The University of Texas at Austin
BBA
Henry Mckay III Henry Mckay III's TravisWolff Experience November 2014 - Present
Job Tax Staff I at TravisWolff
Industry Accounting
Experience
TravisWolff November 2014 - Present
TravisWolff January 2014 - October 2014
ACE Cash Express June 2013 - July 2013
United States Marine Corps August 2005 - September 2011
Skills
Bookkeeping, Accounts Payable, Microsoft Word, Tax, Tax Preparation, Microsoft Excel, Payroll, Accounts Receivable, Microsoft Office
Education
The University of Texas at Arlington 2011 — 2014
BBA- Accounting, Accounting
TravisWolff November 2014 - Present
TravisWolff January 2014 - October 2014
ACE Cash Express June 2013 - July 2013
United States Marine Corps August 2005 - September 2011
Skills
Bookkeeping, Accounts Payable, Microsoft Word, Tax, Tax Preparation, Microsoft Excel, Payroll, Accounts Receivable, Microsoft Office
Education
The University of Texas at Arlington 2011 — 2014
BBA- Accounting, Accounting
Christie Lovell Haynes, CPA Christie Lovell Haynes, CPA's TravisWolff Experience July 2000 - August 2001
Job Telecommunications Professional
Industry Telecommunications
Experience
Masergy Communications 2008 - 2014
K. Hovnanian Homes January 2003 - April 2008
US Restaurant Properties, Inc August 2001 - October 2002
TravisWolff July 2000 - August 2001
Melton & Melton, LLP October 1997 - May 2000
Skills
Accounting, Financial Reporting, General Ledger, Accounts Payable, Financial Analysis, Financial Accounting, Auditing, Accounts Receivable, Internal Controls, Sarbanes-Oxley Act, Oracle E-Business Suite
Education
Texas State University
Master of Accountancy, Accounting
Masergy Communications 2008 - 2014
K. Hovnanian Homes January 2003 - April 2008
US Restaurant Properties, Inc August 2001 - October 2002
TravisWolff July 2000 - August 2001
Melton & Melton, LLP October 1997 - May 2000
Skills
Accounting, Financial Reporting, General Ledger, Accounts Payable, Financial Analysis, Financial Accounting, Auditing, Accounts Receivable, Internal Controls, Sarbanes-Oxley Act, Oracle E-Business Suite
Education
Texas State University
Master of Accountancy, Accounting
Jan McDowell's TravisWolff Experience February 1998 - December 2001
Job Owner and Personal Concierge at Your Concierge
Industry Consumer Services
Experience
W.B. Carrell Memorial Clinic 2002 - 2014
TravisWolff February 1998 - December 2001
Skills
Payroll, Accounting, Financial Statements, Human Resources, CPA, Cash Flow, Financial Accounting, Microsoft Excel, Leadership, Employee Benefits, Microsoft Office, Employee Relations, Tax, Benefits Administration, Personnel Management, Financial Reporting, Strategic Planning, Process Improvement, Organization Skills, Flexible Approach, Analysis, Writing, Copy Editing, Proofreading, Personal Financial..., Budgeting, Accounts Payable, QuickBooks
Education
Texas Tech University
Bachelor of Arts (BA), Journalism/Public Relations, 3.84
The University of Texas at Dallas
Accounting and Business, 4.0
W.B. Carrell Memorial Clinic 2002 - 2014
TravisWolff February 1998 - December 2001
Skills
Payroll, Accounting, Financial Statements, Human Resources, CPA, Cash Flow, Financial Accounting, Microsoft Excel, Leadership, Employee Benefits, Microsoft Office, Employee Relations, Tax, Benefits Administration, Personnel Management, Financial Reporting, Strategic Planning, Process Improvement, Organization Skills, Flexible Approach, Analysis, Writing, Copy Editing, Proofreading, Personal Financial..., Budgeting, Accounts Payable, QuickBooks
Education
Texas Tech University
Bachelor of Arts (BA), Journalism/Public Relations, 3.84
The University of Texas at Dallas
Accounting and Business, 4.0
Dawson Oswalt Dawson Oswalt's TravisWolff Experience January 2009 - May 2010
Job Managing Director at TAF Advisors
Industry Financial Services
Experience
TAF Advisors July 2014 - Present
Riveron Consulting April 2012 - July 2014
Trans-Trade, Inc. January 2011 - April 2012
4G Private Equity May 2010 - January 2011
TravisWolff January 2009 - May 2010
PBL Capital August 2007 - January 2009
Katzen Marshall February 2006 - July 2007
Texas Pacific Group September 2004 - December 2005
Skills
Valuation, Due Diligence, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Investments, Corporate Finance, Cash Flow Forecasting, Finance, Cash Management, Microsoft Excel, Strategic Financial..., PowerPoint, Treasury Management, Investor Relations, Credit, Great Plains Software, Investor Presentations, Credit Facilities, Divestitures, Private Equity, Restructuring, Turnaround Strategy, Process Improvement, Acquisition Integration, Financial Reporting, Management
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2006
BBA, Finance & Accounting
TAF Advisors July 2014 - Present
Riveron Consulting April 2012 - July 2014
Trans-Trade, Inc. January 2011 - April 2012
4G Private Equity May 2010 - January 2011
TravisWolff January 2009 - May 2010
PBL Capital August 2007 - January 2009
Katzen Marshall February 2006 - July 2007
Texas Pacific Group September 2004 - December 2005
Skills
Valuation, Due Diligence, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Investments, Corporate Finance, Cash Flow Forecasting, Finance, Cash Management, Microsoft Excel, Strategic Financial..., PowerPoint, Treasury Management, Investor Relations, Credit, Great Plains Software, Investor Presentations, Credit Facilities, Divestitures, Private Equity, Restructuring, Turnaround Strategy, Process Improvement, Acquisition Integration, Financial Reporting, Management
Education
Texas Christian University - M.J. Neeley School of Business 2001 — 2006
BBA, Finance & Accounting
James Garner James Garner's TravisWolff Experience August 2011 - September 2013
Job Director at BKD CPAs & Advisors
Industry Accounting
Experience
BKD CPAs & Advisors June 2015 - Present
Dallas Housing Authority June 2015 - Present
The Senior Source April 2011 - Present
Educational Opportunities, Inc. June 2013 - Present
The United Way Stewardship Committee October 2012 - Present
The Dallas Foundation - Pegasus Leadership Grant Committee May 2013 - Present
TeXchange June 2012 - June 2015
Wagner, Eubank & Nichols, LLP October 2013 - May 2015
TravisWolff August 2011 - September 2013
KPMG LLP July 2001 - July 2011
Skills
US GAAP, Accounting, SEC filings, Sarbanes-Oxley Act, Internal Controls, CPA, Auditing, Valuation, Mergers & Acquisitions, Financial Audits, Financial Reporting, GAAP, External Audit, Financial Accounting, Sarbanes-Oxley, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 2001
Masters in Public Accounting, Accounting
Jesuit College Preparatory School 1992 — 1996
BKD CPAs & Advisors June 2015 - Present
Dallas Housing Authority June 2015 - Present
The Senior Source April 2011 - Present
Educational Opportunities, Inc. June 2013 - Present
The United Way Stewardship Committee October 2012 - Present
The Dallas Foundation - Pegasus Leadership Grant Committee May 2013 - Present
TeXchange June 2012 - June 2015
Wagner, Eubank & Nichols, LLP October 2013 - May 2015
TravisWolff August 2011 - September 2013
KPMG LLP July 2001 - July 2011
Skills
US GAAP, Accounting, SEC filings, Sarbanes-Oxley Act, Internal Controls, CPA, Auditing, Valuation, Mergers & Acquisitions, Financial Audits, Financial Reporting, GAAP, External Audit, Financial Accounting, Sarbanes-Oxley, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 2001
Masters in Public Accounting, Accounting
Jesuit College Preparatory School 1992 — 1996
Faiza Piracha Faiza Piracha's TravisWolff Experience January 2013 - April 2013
Job AMCS Associate at KPMG
Industry Accounting
Experience
KPMG US April 2015 - Present
Ryan June 2013 - March 2015
Studismart.com July 2013 - January 2015
TravisWolff January 2013 - April 2013
Skills
PowerPoint, Customer Service, Word, Microsoft Office, Excel, Microsoft Word, Microsoft Excel, Accounting, Corporate Tax, Accounts Payable, Bank Reconciliation, Bookkeeping, Tax, Tax Returns, ProSystem fx Tax, Financial Reporting
Education
University of North Texas 2009 — 2013
BS/MS, Accounting; Taxation; Accounting
KPMG US April 2015 - Present
Ryan June 2013 - March 2015
Studismart.com July 2013 - January 2015
TravisWolff January 2013 - April 2013
Skills
PowerPoint, Customer Service, Word, Microsoft Office, Excel, Microsoft Word, Microsoft Excel, Accounting, Corporate Tax, Accounts Payable, Bank Reconciliation, Bookkeeping, Tax, Tax Returns, ProSystem fx Tax, Financial Reporting
Education
University of North Texas 2009 — 2013
BS/MS, Accounting; Taxation; Accounting
Ricardo Elizondo Jr. Ricardo Elizondo Jr.'s TravisWolff Experience January 2013 - August 2013
Job Assurance
Industry Accounting
Experience
HNGR Inc. November 2014 - Present
BDO USA, LLP August 2013 - Present
TravisWolff January 2013 - August 2013
United States Marine Corps October 2004 - August 2009
Skills
Leadership, Accounting, Public Speaking, Financial Statements, Microsoft Office, Strategic Planning, Assurance, Financial Analysis, Non-profit Leadership, GAAP, Banking, Financial Accounting, Sarbanes-Oxley Act, Auditing, Microsoft Excel, PowerPoint, Financial Reporting, Microsoft Word, US GAAP
Education
The University of Texas at San Antonio 2011 — 2013
Bachelor of Business Administration (BBA), Accounting
HNGR Inc. November 2014 - Present
BDO USA, LLP August 2013 - Present
TravisWolff January 2013 - August 2013
United States Marine Corps October 2004 - August 2009
Skills
Leadership, Accounting, Public Speaking, Financial Statements, Microsoft Office, Strategic Planning, Assurance, Financial Analysis, Non-profit Leadership, GAAP, Banking, Financial Accounting, Sarbanes-Oxley Act, Auditing, Microsoft Excel, PowerPoint, Financial Reporting, Microsoft Word, US GAAP
Education
The University of Texas at San Antonio 2011 — 2013
Bachelor of Business Administration (BBA), Accounting
Chris Parrish Chris Parrish's TravisWolff Experience September 2013 - Present
Job Assurance Staff II at TravisWolff
Industry Accounting
Experience
TravisWolff September 2013 - Present
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Financial Analysis, Internal Controls, Account Reconciliation
Education
University of Arkansas 2008 — 2013
Bachelor's degree, Accounting
TravisWolff September 2013 - Present
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Financial Analysis, Internal Controls, Account Reconciliation
Education
University of Arkansas 2008 — 2013
Bachelor's degree, Accounting
Kelley Odil Kelley Odil's TravisWolff Experience November 2012 - August 2013
Job Office Administrator at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2013 - Present
TravisWolff November 2012 - August 2013
Wiebe & Associates December 2007 - September 2012
Skills
Accounts Payable, Accounts Receivable, Payroll, PeopleSoft, Data Entry, Microsoft Excel, Outlook, PowerPoint
Education
University of La Verne 2002 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Pomona Catholic High School 1998 — 2002
BDO USA, LLP August 2013 - Present
TravisWolff November 2012 - August 2013
Wiebe & Associates December 2007 - September 2012
Skills
Accounts Payable, Accounts Receivable, Payroll, PeopleSoft, Data Entry, Microsoft Excel, Outlook, PowerPoint
Education
University of La Verne 2002 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Pomona Catholic High School 1998 — 2002
Summer Schock, CPA Summer Schock, CPA's TravisWolff Experience January 2014 - Present
Job Manager, Audit and Assurance at TravisWolff
Industry Accounting
Experience
TravisWolff January 2014 - Present
Howard, LLP January 2006 - January 2014
EmCare January 2000 - January 2006
PageNet June 1999 - December 1999
Skills
GAAP, Financial Reporting, Financial Accounting, Internal Controls, Auditing, Accounting, QuickBooks, US GAAP, CPA, General Ledger, Financial Analysis, Assurance, Finance, Financial Statements
Education
University of Texas at Dallas - Naveen Jindal School of Management 2002 — 2005
MBA, Business
University of Texas at Dallas - Naveen Jindal School of Management 2002 — 2005
MS, Accounting
The University of Texas at Austin 1995 — 2000
BA, Finance
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1999
Bachelor of Business Administration, Finance
TravisWolff January 2014 - Present
Howard, LLP January 2006 - January 2014
EmCare January 2000 - January 2006
PageNet June 1999 - December 1999
Skills
GAAP, Financial Reporting, Financial Accounting, Internal Controls, Auditing, Accounting, QuickBooks, US GAAP, CPA, General Ledger, Financial Analysis, Assurance, Finance, Financial Statements
Education
University of Texas at Dallas - Naveen Jindal School of Management 2002 — 2005
MBA, Business
University of Texas at Dallas - Naveen Jindal School of Management 2002 — 2005
MS, Accounting
The University of Texas at Austin 1995 — 2000
BA, Finance
The University of Texas at Austin - The Red McCombs School of Business 1995 — 1999
Bachelor of Business Administration, Finance
Jeremy Blackmon's TravisWolff Experience August 2015 - Present
Job HardWork | Dedication
Industry Accounting
Experience
TravisWolff August 2015 - Present
Glazer's Distributors June 2008 - Present
Jamieson Wise & Martin CPA Firm June 2012 - June 2015
Prescott Memorial Library September 2010 - May 2012
Hibbett Sporting Goods February 2008 - March 2009
Skills
Microsoft Excel, Inventory Management, Access, Outlook, QuickBooks, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Time Management, Budgets, Leadership, Creative Solutions, Creative Solutions..., pro series, fixed asset manager, efile cabinet, Auditing, Payroll Accounting, Analytics, Tax, Finance, Teamwork
Education
Louisiana Tech University 2008 — 2012
Bachelor, Bachelor of Science, Accounting
TravisWolff August 2015 - Present
Glazer's Distributors June 2008 - Present
Jamieson Wise & Martin CPA Firm June 2012 - June 2015
Prescott Memorial Library September 2010 - May 2012
Hibbett Sporting Goods February 2008 - March 2009
Skills
Microsoft Excel, Inventory Management, Access, Outlook, QuickBooks, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Time Management, Budgets, Leadership, Creative Solutions, Creative Solutions..., pro series, fixed asset manager, efile cabinet, Auditing, Payroll Accounting, Analytics, Tax, Finance, Teamwork
Education
Louisiana Tech University 2008 — 2012
Bachelor, Bachelor of Science, Accounting
Richard Sowan Richard Sowan's TravisWolff Experience January 1999 - June 2010
Job at BKM Sowan Horan, LLP
Industry Accounting
Experience
BKM Sowan Horan, LLP June 2010 - Present
TravisWolff January 1999 - June 2010
BDO Seidman, LLP April 1980 - November 1998
Skills
Financial Services, Real Estate, Healthcare, Construction, Professional Services, Manufacturing, Non-profits, Financial Analysis, Due Diligence, Mergers, Accounting, Financial Modeling, Finance, Mergers & Acquisitions, Leadership, Financial Reporting, Auditing, IFRS, Management, SEC filings, CPA, US GAAP, Tax
Education
Florida State University 1978 — 1980
Bachelor of Science (BS), Accounting
Louisiana State University
BKM Sowan Horan, LLP June 2010 - Present
TravisWolff January 1999 - June 2010
BDO Seidman, LLP April 1980 - November 1998
Skills
Financial Services, Real Estate, Healthcare, Construction, Professional Services, Manufacturing, Non-profits, Financial Analysis, Due Diligence, Mergers, Accounting, Financial Modeling, Finance, Mergers & Acquisitions, Leadership, Financial Reporting, Auditing, IFRS, Management, SEC filings, CPA, US GAAP, Tax
Education
Florida State University 1978 — 1980
Bachelor of Science (BS), Accounting
Louisiana State University
Amy Sewell, CPA Amy Sewell, CPA's TravisWolff Experience October 2012 - Present
Job Senior Tax Accountant at TravisWolff
Industry Accounting
Experience
TravisWolff October 2012 - Present
S. Lee Riffe, PC September 2010 - December 2012
Ecadent Technology, LLC December 2006 - December 2012
Clearview Partners, LP 2005 - 2006
Clearview Investments, Ltd 1999 - 2005
Walden Residential Properties, Inc. 1996 - 1999
Hamman and Thompson PC 1995 - 1996
Skills
Real Estate, MRI Software, Real Estate Development, CPA, Financial Reporting, Accounting, Software Conversions, QuickBooks, Tax Preparation, Financial Statements, ProSystem fx Tax, Small Business, Accruals, Due Diligence, Fixed Assets, GAAP
Education
Texas Tech University 1992 — 1996
BBA, Accounting
TravisWolff October 2012 - Present
S. Lee Riffe, PC September 2010 - December 2012
Ecadent Technology, LLC December 2006 - December 2012
Clearview Partners, LP 2005 - 2006
Clearview Investments, Ltd 1999 - 2005
Walden Residential Properties, Inc. 1996 - 1999
Hamman and Thompson PC 1995 - 1996
Skills
Real Estate, MRI Software, Real Estate Development, CPA, Financial Reporting, Accounting, Software Conversions, QuickBooks, Tax Preparation, Financial Statements, ProSystem fx Tax, Small Business, Accruals, Due Diligence, Fixed Assets, GAAP
Education
Texas Tech University 1992 — 1996
BBA, Accounting
Yuzhi (Mark) Yan's TravisWolff Experience January 2014 - May 2014
Job Student at Southern Methodist University
Industry Accounting
Experience
GF Securities June 2014 - September 2014
TravisWolff January 2014 - May 2014
Southern Methodist University August 2012 - December 2012
Deloitte China June 2010 - July 2010
US Pan Asian American Chamber of Commerce February 2010 - June 2010
Skills
Financial Accounting, Business Data Analysis, SAS Programming, R, Individual Tax, Corporate Tax, Fiduciary Tax, Cost Accounting, Microsoft Excel, Tax Returns, Income Tax, QuickBooks, Tax Preparation
Education
Southern Methodist University 2014 — 2016
Master of Science (M.S.), Applied Statistics and Data Analytics, GPA 3.95
Southern Methodist University 2012 — 2013
Master of Science (MS), Accounting, GPA 3.62
Southern Methodist University 2010 — 2012
Bachelor of Science (BS), Accounting, GPA 3.71
GF Securities June 2014 - September 2014
TravisWolff January 2014 - May 2014
Southern Methodist University August 2012 - December 2012
Deloitte China June 2010 - July 2010
US Pan Asian American Chamber of Commerce February 2010 - June 2010
Skills
Financial Accounting, Business Data Analysis, SAS Programming, R, Individual Tax, Corporate Tax, Fiduciary Tax, Cost Accounting, Microsoft Excel, Tax Returns, Income Tax, QuickBooks, Tax Preparation
Education
Southern Methodist University 2014 — 2016
Master of Science (M.S.), Applied Statistics and Data Analytics, GPA 3.95
Southern Methodist University 2012 — 2013
Master of Science (MS), Accounting, GPA 3.62
Southern Methodist University 2010 — 2012
Bachelor of Science (BS), Accounting, GPA 3.71
Kayla Hukel Kayla Hukel's TravisWolff Experience December 2014 - Present
Job Administrative Assistant at TravisWolff
Industry Wine and Spirits
Experience
TravisWolff December 2014 - Present
Vanguard Vodka LLC August 2014 - December 2014
Bragalone Conroy PC March 2014 - August 2014
Urban Uptown Properties April 2013 - March 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Leadership, Marketing, Sales, Customer Satisfaction, Data Entry, Sales Management, Administrative..., Finance, Accounting, Accounts Payable, Invoicing, Social Networking
Education
Baylor University 2007 — 2012
Bachelor of Science, Biology, 3.0
Grandview High School 2003 — 2007
3.98
TravisWolff December 2014 - Present
Vanguard Vodka LLC August 2014 - December 2014
Bragalone Conroy PC March 2014 - August 2014
Urban Uptown Properties April 2013 - March 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Leadership, Marketing, Sales, Customer Satisfaction, Data Entry, Sales Management, Administrative..., Finance, Accounting, Accounts Payable, Invoicing, Social Networking
Education
Baylor University 2007 — 2012
Bachelor of Science, Biology, 3.0
Grandview High School 2003 — 2007
3.98
Jon Ackerman Jon Ackerman's TravisWolff Experience January 2008 - July 2010
Job Controller at Darling Homes
Industry Real Estate
Experience
Darling Homes December 2014 - Present
Darling Homes July 2014 - November 2014
BKM Sowan Horan, LLP December 2011 - June 2014
BKM Sowan Horan, LLP August 2010 - December 2011
TravisWolff January 2008 - July 2010
KPMG January 2006 - March 2006
Skills
Assurance, SEC filings, US GAAP, Employee Benefits, Auditing, Consolidation
Education
Texas Tech University - Rawls College of Business 2001 — 2006
MSA, BBA, Accounting
Darling Homes December 2014 - Present
Darling Homes July 2014 - November 2014
BKM Sowan Horan, LLP December 2011 - June 2014
BKM Sowan Horan, LLP August 2010 - December 2011
TravisWolff January 2008 - July 2010
KPMG January 2006 - March 2006
Skills
Assurance, SEC filings, US GAAP, Employee Benefits, Auditing, Consolidation
Education
Texas Tech University - Rawls College of Business 2001 — 2006
MSA, BBA, Accounting
Michael Shimanek's TravisWolff Experience July 2007 - June 2010
Job Assurance Manager at BKM Sowan Horan, LLP
Industry Accounting
Experience
BKM Sowan Horan, LLP July 2010 - Present
TravisWolff July 2007 - June 2010
Cirrus Health August 2006 - December 2006
Skills
Auditing, GAAP, Accounting, SEC filings, Fixed Assets, Pivot Tables, Sarbanes-Oxley Act, SEC Filings, Finance, Internal Controls, Financial Accounting
Education
University of North Texas 2004 — 2007
BACS, Accounting Control Systems
The University of Texas at Austin 2002 — 2004
BKM Sowan Horan, LLP July 2010 - Present
TravisWolff July 2007 - June 2010
Cirrus Health August 2006 - December 2006
Skills
Auditing, GAAP, Accounting, SEC filings, Fixed Assets, Pivot Tables, Sarbanes-Oxley Act, SEC Filings, Finance, Internal Controls, Financial Accounting
Education
University of North Texas 2004 — 2007
BACS, Accounting Control Systems
The University of Texas at Austin 2002 — 2004
William Teal Fuller, CPA William Teal Fuller, CPA's TravisWolff Experience April 2012 - August 2013
Job Senior Consultant at Riveron Consulting
Industry Accounting
Experience
Riveron Consulting April 2015 - Present
Riveron Consulting January 2014 - April 2015
Magnum Hunter Resources Corporation August 2013 - January 2014
TravisWolff April 2012 - August 2013
Sanford, Baumeister & Frazier, LLP February 2011 - April 2012
Becker Professional Education January 2009 - December 2010
East Texas Orthopaedic Clinic May 2010 - August 2010
Mouser & Young August 2009 - October 2009
Scott Eller, PLLC May 2009 - August 2009
Pine Cove May 2008 - August 2008
Skills
Accounting, CPA, Auditing, Leadership, Financial Reporting, GAAP, Financial Analysis, Tax Research, Budgets, Financial Accounting, Strategic Planning, Financial Audits, External Audit, US GAAP, General Ledger, Consulting, New Business Development, Business Networking, Business Growth, Team Building, Teamwork, Team Leadership, Team Management, Team-oriented, Financial Statement..., Financial Statement..., Financial Statements
Education
Abilene Christian University 2010 — 2010
Masters of Accountancy, Accounting
Abilene Christian University 2006 — 2009
Undergraduate, Accounting
Weatherford College 2005 — 2009
General Studies
Weatherford High School 2004 — 2006
High School
Riveron Consulting April 2015 - Present
Riveron Consulting January 2014 - April 2015
Magnum Hunter Resources Corporation August 2013 - January 2014
TravisWolff April 2012 - August 2013
Sanford, Baumeister & Frazier, LLP February 2011 - April 2012
Becker Professional Education January 2009 - December 2010
East Texas Orthopaedic Clinic May 2010 - August 2010
Mouser & Young August 2009 - October 2009
Scott Eller, PLLC May 2009 - August 2009
Pine Cove May 2008 - August 2008
Skills
Accounting, CPA, Auditing, Leadership, Financial Reporting, GAAP, Financial Analysis, Tax Research, Budgets, Financial Accounting, Strategic Planning, Financial Audits, External Audit, US GAAP, General Ledger, Consulting, New Business Development, Business Networking, Business Growth, Team Building, Teamwork, Team Leadership, Team Management, Team-oriented, Financial Statement..., Financial Statement..., Financial Statements
Education
Abilene Christian University 2010 — 2010
Masters of Accountancy, Accounting
Abilene Christian University 2006 — 2009
Undergraduate, Accounting
Weatherford College 2005 — 2009
General Studies
Weatherford High School 2004 — 2006
High School
Nick Buerger, CPA Nick Buerger, CPA's TravisWolff Experience July 2009 - Present
Job Manager, Business Tax & Advisory at TravisWolff
Industry Accounting
Experience
TravisWolff July 2009 - Present
Ernst & Young June 2007 - June 2009
Maxwell Locke & Ritter LLP February 2007 - April 2007
Ernst & Young January 2006 - April 2006
Skills
Tax, Corporate Tax, CPA, GAAP, Tax Accounting, Tax Preparation, Income Tax, Tax Research, US GAAP, Partnership Taxation, Accounting, SEC filings, Auditing, Financial Accounting, Internal Controls, Financial Reporting, General Ledger, Sarbanes-Oxley Act, QuickBooks, Tax Returns, Microsoft Excel
Education
Texas Tech University - Rawls College of Business 2001 — 2006
Master of Science in Accounting, Accounting
TravisWolff July 2009 - Present
Ernst & Young June 2007 - June 2009
Maxwell Locke & Ritter LLP February 2007 - April 2007
Ernst & Young January 2006 - April 2006
Skills
Tax, Corporate Tax, CPA, GAAP, Tax Accounting, Tax Preparation, Income Tax, Tax Research, US GAAP, Partnership Taxation, Accounting, SEC filings, Auditing, Financial Accounting, Internal Controls, Financial Reporting, General Ledger, Sarbanes-Oxley Act, QuickBooks, Tax Returns, Microsoft Excel
Education
Texas Tech University - Rawls College of Business 2001 — 2006
Master of Science in Accounting, Accounting
Dionne Cheshier Dionne Cheshier's TravisWolff Experience June 2005 - December 2005
Job Owner C & A Associates
Industry Accounting
Experience
C & A Associates October 2011 - Present
MarketScout Corporation June 2004 - March 2008
TexSand Distributions October 2006 - April 2007
Sanford, Baumeister & Frazier, LLP June 2006 - February 2007
H&R Block January 1996 - May 2006
TravisWolff June 2005 - December 2005
Skills
Tax, Bookkeeping, Financial Reporting, Tax Preparation, Tax Returns, Payroll, Credit Analysis, Internal Audit, Analysis, Tax Accounting, Financial Statements, Income Tax, IRS, Tax Research, Accounting, Sales Tax, Corporate Tax, QuickBooks, Partnership Taxation, General Ledger
Education
University of North Texas 2003 — 2006
Bachelor of Science (BS), Accounting Control Systems
C & A Associates October 2011 - Present
MarketScout Corporation June 2004 - March 2008
TexSand Distributions October 2006 - April 2007
Sanford, Baumeister & Frazier, LLP June 2006 - February 2007
H&R Block January 1996 - May 2006
TravisWolff June 2005 - December 2005
Skills
Tax, Bookkeeping, Financial Reporting, Tax Preparation, Tax Returns, Payroll, Credit Analysis, Internal Audit, Analysis, Tax Accounting, Financial Statements, Income Tax, IRS, Tax Research, Accounting, Sales Tax, Corporate Tax, QuickBooks, Partnership Taxation, General Ledger
Education
University of North Texas 2003 — 2006
Bachelor of Science (BS), Accounting Control Systems
Hunter Nibert Hunter Nibert's TravisWolff Experience
Job Partner at TravisWolff
Industry Accounting
Experience
TravisWolff
Education
University of California, Berkeley
Master of Science (MS), Chemistry
Louisiana State University
Bachelor of Science (BS), Chemistry
TravisWolff
Education
University of California, Berkeley
Master of Science (MS), Chemistry
Louisiana State University
Bachelor of Science (BS), Chemistry
Margaret (Parkinson) Youngblood Margaret (Parkinson) Youngblood's TravisWolff Experience July 2013 - Present
Job Senior Tax Associate at TravisWolff Independent Advisors & Accountants
Industry Accounting
Experience
TravisWolff July 2013 - Present
BDO USA, LLP November 2011 - July 2013
Steinberg Advisors, Ltd. January 2010 - October 2011
JMB Realty Company July 2008 - November 2009
Skills
Financial Reporting, Tax Preparation, Tax, QuickBooks, Auditing
Education
Loyola University Chicago 2005 — 2009
BBA, Accounting
Loyola University of Chicago - Graduate School of Business 2009 — 2010
MBA- incomplete
TravisWolff July 2013 - Present
BDO USA, LLP November 2011 - July 2013
Steinberg Advisors, Ltd. January 2010 - October 2011
JMB Realty Company July 2008 - November 2009
Skills
Financial Reporting, Tax Preparation, Tax, QuickBooks, Auditing
Education
Loyola University Chicago 2005 — 2009
BBA, Accounting
Loyola University of Chicago - Graduate School of Business 2009 — 2010
MBA- incomplete
Cecilia Damper Cecilia Damper's TravisWolff Experience December 2013 - Present
Job Business Professional
Industry Accounting
Experience
TravisWolff December 2013 - Present
Nicholas Montgomery June 2012 - November 2013
DSHS - Division of Children Family Services February 2010 - October 2011
DSHS-Division of Developmental Disabilities April 2007 - February 2010
DSHS-Division of Children and Family Services June 2006 - April 2007
DSHS-Division of Developmental Disabilities August 2005 - June 2006
Hybrid Productions February 2003 - July 2005
Education
South Seattle Community College 2005 — 2006
Cosmetology/Cosmetologist, General
Cleveland High School 2000 — 2004
Diploma
TravisWolff December 2013 - Present
Nicholas Montgomery June 2012 - November 2013
DSHS - Division of Children Family Services February 2010 - October 2011
DSHS-Division of Developmental Disabilities April 2007 - February 2010
DSHS-Division of Children and Family Services June 2006 - April 2007
DSHS-Division of Developmental Disabilities August 2005 - June 2006
Hybrid Productions February 2003 - July 2005
Education
South Seattle Community College 2005 — 2006
Cosmetology/Cosmetologist, General
Cleveland High School 2000 — 2004
Diploma
Kevin Petermann Kevin Petermann's TravisWolff Experience October 2009 - July 2013
Job
Industry Accounting
Experience
BDO USA, LLP August 2013 - Present
TravisWolff October 2009 - July 2013
Burnside & Rishebarger November 1985 - October 2009
Deloitte January 1983 - November 1985
Skills
Management, Microsoft Excel, Research, Sales, Leadership, Training, General Ledger, Financial Analysis, Tax Accounting, QuickBooks
Education
Texas Lutheran University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
BDO USA, LLP August 2013 - Present
TravisWolff October 2009 - July 2013
Burnside & Rishebarger November 1985 - October 2009
Deloitte January 1983 - November 1985
Skills
Management, Microsoft Excel, Research, Sales, Leadership, Training, General Ledger, Financial Analysis, Tax Accounting, QuickBooks
Education
Texas Lutheran University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting
Brad Cummings Brad Cummings's TravisWolff Experience
Job Manager, Audit & Assurance at TravisWolff
Industry Accounting
Experience
TravisWolff
Education
University of Mississippi
Bachelor of Accountancy
TravisWolff
Education
University of Mississippi
Bachelor of Accountancy
Nick Sapp's TravisWolff Experience October 2013 - Present
Job Manager, Business Tax & Advisory at TravisWolff
Industry Accounting
Experience
TravisWolff October 2013 - Present
KPMG US December 2004 - October 2013
Education
Texas Tech University 1999 — 2004
Masters of Science, Accounting
Texas Tech University
Bachelor of Science (BS), Accounting
TravisWolff October 2013 - Present
KPMG US December 2004 - October 2013
Education
Texas Tech University 1999 — 2004
Masters of Science, Accounting
Texas Tech University
Bachelor of Science (BS), Accounting
Chris Nieman, CPA Chris Nieman, CPA's TravisWolff Experience January 2011 - November 2012
Job CPWR, LLP
Industry Accounting
Experience
20-20 Services LLC July 2015 - Present
CPWR, LLP July 2013 - Present
Christian C. Nieman, CPA January 2013 - June 2013
TravisWolff January 2011 - November 2012
TravisWolff December 2006 - December 2010
Jaynes, Reitmeier, Boyd & Therrell, P.C. 2003 - 2006
Heart of Texas Community Health Center, Inc. 2000 - 2002
Jaynes, Reitmeier, Boyd & Therrell, P.C. 1998 - 2000
PMSI Services, Inc. 1993 - 1998
Coopers & Lybrand 1992 - 1993
Skills
GAAP, Auditing, Accounting, Internal Controls, Financial Reporting, Financial Accounting, CPA, US GAAP, General Ledger, Assurance, External Audit, Financial Statements, Leadership, Budgets, Consolidation, Financial Analysis, Process Improvement, Management, Fixed Assets, Accounts Payable, Accounts Receivable
Education
Baylor University 1989 — 1991
BBA, Accounting
Mclennan Community College 1987 — 1989
BA, Accounting
20-20 Services LLC July 2015 - Present
CPWR, LLP July 2013 - Present
Christian C. Nieman, CPA January 2013 - June 2013
TravisWolff January 2011 - November 2012
TravisWolff December 2006 - December 2010
Jaynes, Reitmeier, Boyd & Therrell, P.C. 2003 - 2006
Heart of Texas Community Health Center, Inc. 2000 - 2002
Jaynes, Reitmeier, Boyd & Therrell, P.C. 1998 - 2000
PMSI Services, Inc. 1993 - 1998
Coopers & Lybrand 1992 - 1993
Skills
GAAP, Auditing, Accounting, Internal Controls, Financial Reporting, Financial Accounting, CPA, US GAAP, General Ledger, Assurance, External Audit, Financial Statements, Leadership, Budgets, Consolidation, Financial Analysis, Process Improvement, Management, Fixed Assets, Accounts Payable, Accounts Receivable
Education
Baylor University 1989 — 1991
BBA, Accounting
Mclennan Community College 1987 — 1989
BA, Accounting
Erin Nystrom Erin Nystrom's TravisWolff Experience August 2012 - January 2015
Job Human Resources Manager at TravisWolff
Industry Accounting
Experience
TravisWolff August 2012 - January 2015
Travis Wolff December 2008 - August 2012
Lucas Group January 2008 - December 2008
Top Resources April 2006 - December 2007
Education
Marquette University 2003 — 2005
Bachelors, Public Relations and Human Resources Management
Texas Christian University 2001 — 2003
Dowling High School
TravisWolff August 2012 - January 2015
Travis Wolff December 2008 - August 2012
Lucas Group January 2008 - December 2008
Top Resources April 2006 - December 2007
Education
Marquette University 2003 — 2005
Bachelors, Public Relations and Human Resources Management
Texas Christian University 2001 — 2003
Dowling High School
John Jamison, CISA, CISSP, CFE John Jamison, CISA, CISSP, CFE's TravisWolff Experience 2008 - 2014
Job Principal at Apple Growth Partners
Industry Accounting
Experience
Apple Growth Partners 2014 - Present
TravisWolff 2008 - 2014
Ernst & Young 2004 - 2008
KPMG 2003 - 2004
Skills
Certified Fraud Examiner, CISA, SAS70, SOX, IT Audit, Compliance, Security, VMware, Audit, Windows Server 2008, Service Organizations, SQL Server, Avaya, IP Networking, Accounting, Auditing, SSAE16, SSAE 16, IT Management, IT Strategy, Risk Management, Sarbanes-Oxley Act, Information Security, CISSP, Information Technology, Internal Controls, IT Risk Management, ERP, ITGC, SOX 404, Governance, Information Security..., SEC filings, Assurance, COBIT, External Audit
Education
Texas A&M University - Mays Business School 1999 — 2003
BBA, Management Information Systems
Texas A&M University 2007 — 2009
MBA, Finance Concentration
Apple Growth Partners 2014 - Present
TravisWolff 2008 - 2014
Ernst & Young 2004 - 2008
KPMG 2003 - 2004
Skills
Certified Fraud Examiner, CISA, SAS70, SOX, IT Audit, Compliance, Security, VMware, Audit, Windows Server 2008, Service Organizations, SQL Server, Avaya, IP Networking, Accounting, Auditing, SSAE16, SSAE 16, IT Management, IT Strategy, Risk Management, Sarbanes-Oxley Act, Information Security, CISSP, Information Technology, Internal Controls, IT Risk Management, ERP, ITGC, SOX 404, Governance, Information Security..., SEC filings, Assurance, COBIT, External Audit
Education
Texas A&M University - Mays Business School 1999 — 2003
BBA, Management Information Systems
Texas A&M University 2007 — 2009
MBA, Finance Concentration
Alan Novitsky Alan Novitsky's TravisWolff Experience January 2013 - August 2014
Job Senior Tax Analyst at Celanese
Industry Accounting
Experience
Celanese August 2014 - Present
TravisWolff January 2013 - August 2014
CF & Co, LLP July 2011 - December 2012
Skills
Tax, CPA, Tax Research, Corporate Tax, Multi-state tax returns, Partnership Taxation, Tax Planning, Waterfall...
Education
Texas A&M University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Celanese August 2014 - Present
TravisWolff January 2013 - August 2014
CF & Co, LLP July 2011 - December 2012
Skills
Tax, CPA, Tax Research, Corporate Tax, Multi-state tax returns, Partnership Taxation, Tax Planning, Waterfall...
Education
Texas A&M University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Aaron Scholl Aaron Scholl's TravisWolff Experience December 2013 - Present
Job Tax Associate at TravisWolff
Industry Accounting
Experience
TravisWolff December 2013 - Present
Beacon Hill February 2013 - November 2013
The Cochran Firm 2008 - 2010
Skills
Windows, Linux, Mac OS X, Microsoft Word, Microsoft Excel, Photoshop, Computer Repair, PowerPoint, Adobe Acrobat, Legal Research, OS X, Legal Writing, Accounting, Tax Preparation, Microsoft Office, Income Tax, Corporate Tax, Financial Accounting
Education
Samford University, Cumberland School of Law 2008 — 2011
Doctor of Law (J.D.)
Troy University Dothan 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
TravisWolff December 2013 - Present
Beacon Hill February 2013 - November 2013
The Cochran Firm 2008 - 2010
Skills
Windows, Linux, Mac OS X, Microsoft Word, Microsoft Excel, Photoshop, Computer Repair, PowerPoint, Adobe Acrobat, Legal Research, OS X, Legal Writing, Accounting, Tax Preparation, Microsoft Office, Income Tax, Corporate Tax, Financial Accounting
Education
Samford University, Cumberland School of Law 2008 — 2011
Doctor of Law (J.D.)
Troy University Dothan 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Gary Hoyack Gary Hoyack's TravisWolff Experience October 2009 - July 2013
Job Assurance Partner at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2013 - Present
TravisWolff October 2009 - July 2013
Burnside & Rishebarger PLLC 1997 - 2009
Education
Texas A&M University 1982 — 1984
BBA, Accounting
BDO USA, LLP August 2013 - Present
TravisWolff October 2009 - July 2013
Burnside & Rishebarger PLLC 1997 - 2009
Education
Texas A&M University 1982 — 1984
BBA, Accounting
Diane Haselroth, CPA Diane Haselroth, CPA's TravisWolff Experience February 2003 - Present
Job Senior Tax Manager at TravisWolff
Industry Accounting
Experience
TravisWolff February 2003 - Present
Skills
Estate Planning, Estate Law, Tax Preparation, Tax, CPA, Cash Flow, Financial Analysis, Investments, Strategic Financial..., Financial Reporting, Accounting, SEC filings, Corporate Tax, US GAAP, Management, Tax Accounting, Income Tax, Financial Planning, GAAP, Trusts
Education
University of Missouri-Columbia
BS, Accounting
TravisWolff February 2003 - Present
Skills
Estate Planning, Estate Law, Tax Preparation, Tax, CPA, Cash Flow, Financial Analysis, Investments, Strategic Financial..., Financial Reporting, Accounting, SEC filings, Corporate Tax, US GAAP, Management, Tax Accounting, Income Tax, Financial Planning, GAAP, Trusts
Education
University of Missouri-Columbia
BS, Accounting
Lisa Michalsky Lisa Michalsky's TravisWolff Experience July 2013 - October 2014
Job I provide financial statement audits for midsize public and private companies, as well as quarterly (10Q) reviews.
Industry Accounting
Experience
Whitley Penn, LLP December 2014 - Present
TravisWolff July 2013 - October 2014
Albright, Hill, and Sumpter, PC December 2010 - July 2013
Novogradac & Company, LLP January 2009 - March 2009
Austin Stock Research May 2006 - August 2006
Skills
Auditing, Financial Statements, CPA, Nonprofits, Accounting, Financial Accounting, Financial Reporting, US GAAP
Education
Texas State University 2005 — 2010
Master's of Accountancy, Accounting
Texas State University
Masters of Accountancy, Accounting
Whitley Penn, LLP December 2014 - Present
TravisWolff July 2013 - October 2014
Albright, Hill, and Sumpter, PC December 2010 - July 2013
Novogradac & Company, LLP January 2009 - March 2009
Austin Stock Research May 2006 - August 2006
Skills
Auditing, Financial Statements, CPA, Nonprofits, Accounting, Financial Accounting, Financial Reporting, US GAAP
Education
Texas State University 2005 — 2010
Master's of Accountancy, Accounting
Texas State University
Masters of Accountancy, Accounting
Bradley Springfield, CPA Bradley Springfield, CPA's TravisWolff Experience July 2010 - January 2012
Job Assistant Vice President at Frost Bank
Industry Accounting
Experience
Frost Bank April 2014 - Present
Frost Bank July 2013 - March 2014
Frost Bank June 2012 - June 2013
TravisWolff July 2010 - January 2012
Fierro & Fierro, P.A. August 2009 - April 2010
Education
Eastern New Mexico University 2003 — 2009
Bachelor of Business Administration, Accounting
Eastern New Mexico University 2003 — 2009
Bachelor of Business Administration, Applied Economics & Finance
Frost Bank April 2014 - Present
Frost Bank July 2013 - March 2014
Frost Bank June 2012 - June 2013
TravisWolff July 2010 - January 2012
Fierro & Fierro, P.A. August 2009 - April 2010
Education
Eastern New Mexico University 2003 — 2009
Bachelor of Business Administration, Accounting
Eastern New Mexico University 2003 — 2009
Bachelor of Business Administration, Applied Economics & Finance
Ed Rishebarger Ed Rishebarger's TravisWolff Experience October 2009 - Present
Job Partner at TravisWolff
Industry Accounting
Experience
TravisWolff October 2009 - Present
Burnside & Rishebarger November 1985 - October 2009
Education
Oregon State University 1962 — 1966
BS, Business Administration
TravisWolff October 2009 - Present
Burnside & Rishebarger November 1985 - October 2009
Education
Oregon State University 1962 — 1966
BS, Business Administration
David Malone, CPA David Malone, CPA's TravisWolff Experience 2009 - 2012
Job .
Industry Accounting
Experience
FDIC July 2012 - Present
Federal Deposit Insurance Corporation 2012 - Present
TravisWolff 2009 - 2012
RSM McGladrey June 2007 - January 2009
Capital One Auto Finance September 2002 - March 2007
i2 Technologies Inc. August 2000 - July 2002
RSM McGladrey November 1977 - February 2001
Lester Melnick, Inc. March 1995 - April 2000
Southwest Paper Stock January 1994 - March 1995
CompUSA Inc. November 1991 - December 1994
Education
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2007
B.S., Business Administration
University of Texas at Dallas - Naveen Jindal School of Management 2001 — 2007
Masters, Accounting & Information Management
Mclennan Community College 1979 — 1981
A.A.S., Accounting
FDIC July 2012 - Present
Federal Deposit Insurance Corporation 2012 - Present
TravisWolff 2009 - 2012
RSM McGladrey June 2007 - January 2009
Capital One Auto Finance September 2002 - March 2007
i2 Technologies Inc. August 2000 - July 2002
RSM McGladrey November 1977 - February 2001
Lester Melnick, Inc. March 1995 - April 2000
Southwest Paper Stock January 1994 - March 1995
CompUSA Inc. November 1991 - December 1994
Education
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2007
B.S., Business Administration
University of Texas at Dallas - Naveen Jindal School of Management 2001 — 2007
Masters, Accounting & Information Management
Mclennan Community College 1979 — 1981
A.A.S., Accounting
Erin Margow's TravisWolff Experience November 2006 - July 2012
Job HR Manager at HBS Systems
Industry Human Resources
Experience
HBS Systems June 2015 - Present
Yum! Brands November 2013 - June 2015
Yum! Restaurants International August 2012 - October 2013
TravisWolff November 2006 - July 2012
Southern Methodist University August 2006 - November 2006
The Boston Consulting Group September 2005 - April 2006
McKinsey & Company August 2003 - July 2005
NOVA Information Systems June 2002 - May 2003
Skills
Talent Management, Performance Management, Employee Relations, Organizational..., Human Resources, Organizational..., Succession Planning, Employee Engagement, Retention Strategies, Career Path Planning, Compensation & Benefit, HR Policies, Human Resource Planning, 360 Feedback, Employee Training, College Recruiting, HRIS, PeopleSoft, Management, Benefits Administration, Employee Benefits, Competency Management, Great Places To Work, Executive Search, Internet Recruiting, Performance Appraisal, Process Improvement, Recruiting, SPHR, Technical Recruiting, Compensation
Education
Emory University
BA
Human Capital Insitute
Human Capital Strategist Certification
The University of Texas at Dallas - School of Management
MBA
HBS Systems June 2015 - Present
Yum! Brands November 2013 - June 2015
Yum! Restaurants International August 2012 - October 2013
TravisWolff November 2006 - July 2012
Southern Methodist University August 2006 - November 2006
The Boston Consulting Group September 2005 - April 2006
McKinsey & Company August 2003 - July 2005
NOVA Information Systems June 2002 - May 2003
Skills
Talent Management, Performance Management, Employee Relations, Organizational..., Human Resources, Organizational..., Succession Planning, Employee Engagement, Retention Strategies, Career Path Planning, Compensation & Benefit, HR Policies, Human Resource Planning, 360 Feedback, Employee Training, College Recruiting, HRIS, PeopleSoft, Management, Benefits Administration, Employee Benefits, Competency Management, Great Places To Work, Executive Search, Internet Recruiting, Performance Appraisal, Process Improvement, Recruiting, SPHR, Technical Recruiting, Compensation
Education
Emory University
BA
Human Capital Insitute
Human Capital Strategist Certification
The University of Texas at Dallas - School of Management
MBA
Lauren Dower Lauren Dower's TravisWolff Experience January 2010 - April 2010
Job Senior Auditor at BAKC, LLP
Industry Accounting
Experience
Birdsong Adams Knight Carroll, LLP October 2014 - Present
Howard Financial Services, Ltd. October 2012 - September 2014
BKM Sowan Horan, LLP January 2011 - September 2012
TravisWolff January 2010 - April 2010
IPS Advisors June 2007 - August 2007
Skills
US GAAP, Financial Accounting, Accounting
Education
University of North Texas 2009 — 2011
MS, Accounting
Oklahoma State University 2005 — 2009
BS, Accounting
Birdsong Adams Knight Carroll, LLP October 2014 - Present
Howard Financial Services, Ltd. October 2012 - September 2014
BKM Sowan Horan, LLP January 2011 - September 2012
TravisWolff January 2010 - April 2010
IPS Advisors June 2007 - August 2007
Skills
US GAAP, Financial Accounting, Accounting
Education
University of North Texas 2009 — 2011
MS, Accounting
Oklahoma State University 2005 — 2009
BS, Accounting
Bianca Yan Lai, CPA Bianca Yan Lai, CPA's TravisWolff Experience July 2014 - Present
Job Senior Tax Associate at TravisWolff
Industry Accounting
Experience
TravisWolff July 2014 - Present
TravisWolff May 2011 - June 2014
TravisWolff January 2011 - May 2011
Gurian & Co., PLLC January 2010 - May 2010
Carl Pearce CPA, PC May 2009 - August 2009
Skills
QuickBooks, Tax Preparation, Income Tax, Corporate Tax, Tax, CPA, GAAP, SEC filings, US GAAP, Financial Accounting, Accounting, Auditing, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Account Reconciliation, General Ledger, Business Valuation, Accounts Payable, Accounts Receivable, Tax Research
Education
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2010
Master, Accounting & Information Management
University of Bath 2004 — 2007
Bachelor, Sociology with Human Resource Management
TravisWolff July 2014 - Present
TravisWolff May 2011 - June 2014
TravisWolff January 2011 - May 2011
Gurian & Co., PLLC January 2010 - May 2010
Carl Pearce CPA, PC May 2009 - August 2009
Skills
QuickBooks, Tax Preparation, Income Tax, Corporate Tax, Tax, CPA, GAAP, SEC filings, US GAAP, Financial Accounting, Accounting, Auditing, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Account Reconciliation, General Ledger, Business Valuation, Accounts Payable, Accounts Receivable, Tax Research
Education
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2010
Master, Accounting & Information Management
University of Bath 2004 — 2007
Bachelor, Sociology with Human Resource Management
Zack Waters's TravisWolff Experience September 2014 - Present
Job Assurance Staff I at TravisWolff
Industry Accounting
Experience
TravisWolff September 2014 - Present
Trinity Industries June 2013 - August 2013
Prospera Financial June 2012 - August 2012
C.H. Robinson June 2011 - August 2011
Skills
Accounting, Microsoft Excel
Education
University of Arkansas 2009 — 2014
Masters of Accountancy and Bachelor's in Accounting, Graduate Student
TravisWolff September 2014 - Present
Trinity Industries June 2013 - August 2013
Prospera Financial June 2012 - August 2012
C.H. Robinson June 2011 - August 2011
Skills
Accounting, Microsoft Excel
Education
University of Arkansas 2009 — 2014
Masters of Accountancy and Bachelor's in Accounting, Graduate Student
Kelli Cheever Kelli Cheever's TravisWolff Experience 2001 - 2004
Job Fractional CFO at Williams & CompanyAccounting and Consulting
Industry Accounting
Experience
Williams & Company-Accounting and Consulting August 2010 - Present
TravisWolff 2001 - 2004
Marketing Specialists 1999 - 2001
Marketing Specialists 1997 - 1999
Martin News Agency 1994 - 1997
Various public accounting audit/bookkeeping/tax 1990 - 1994
Skills
Accounting, QuickBooks, Microsoft Excel, Budgets, Leadership, Microsoft Office, Strategic Planning, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking
Education
Texas A&M University 1988 — 1990
Bachelor of Business Administration (BBA), Accounting
Uvalde High School
Williams & Company-Accounting and Consulting August 2010 - Present
TravisWolff 2001 - 2004
Marketing Specialists 1999 - 2001
Marketing Specialists 1997 - 1999
Martin News Agency 1994 - 1997
Various public accounting audit/bookkeeping/tax 1990 - 1994
Skills
Accounting, QuickBooks, Microsoft Excel, Budgets, Leadership, Microsoft Office, Strategic Planning, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, HTML, Public Speaking
Education
Texas A&M University 1988 — 1990
Bachelor of Business Administration (BBA), Accounting
Uvalde High School
Stephen Calender Stephen Calender's TravisWolff Experience January 2006 - December 2006
Job Manager Regional Tax at Newmont Mining Corporation
Industry Accounting
Experience
Newmont Mining Corporation January 2013 - December 2014
KPMG US July 2012 - December 2012
KPMG US July 2010 - June 2012
KPMG US August 2008 - June 2010
KPMG US January 2008 - April 2008
Henry, Held & Reilly LLP July 2007 - December 2007
KPMG US January 2007 - April 2007
TravisWolff January 2006 - December 2006
Skills
Tax, Partnership Taxation, Tax Accounting, Tax Research, Corporate Tax, CPA, Income Tax, International Tax, Project Management, Microsoft Office, GoSystems, Checkpoint, FIN 48
Education
University of North Texas
Bachelor of Science (B.S.), Accounting
University of North Texas
Master of Science (M.S.), Taxation
Newmont Mining Corporation January 2013 - December 2014
KPMG US July 2012 - December 2012
KPMG US July 2010 - June 2012
KPMG US August 2008 - June 2010
KPMG US January 2008 - April 2008
Henry, Held & Reilly LLP July 2007 - December 2007
KPMG US January 2007 - April 2007
TravisWolff January 2006 - December 2006
Skills
Tax, Partnership Taxation, Tax Accounting, Tax Research, Corporate Tax, CPA, Income Tax, International Tax, Project Management, Microsoft Office, GoSystems, Checkpoint, FIN 48
Education
University of North Texas
Bachelor of Science (B.S.), Accounting
University of North Texas
Master of Science (M.S.), Taxation
Bill Hattox, CPA Bill Hattox, CPA's TravisWolff Experience December 2012 - Present
Job Senior Tax Manager at TravisWolff
Industry Accounting
Experience
TravisWolff December 2012 - Present
Weaver LLP 2005 - December 2012
Hall & Co 2004 - 2005
Squar Milner 2000 - 2004
Arthur Andersen LLP 1987 - 1990
Skills
Partnership Taxation, State Tax, Financial Statements, Mergers & Acquisitions, GAAP, Sarbanes-Oxley Act, Tax, Income Tax, CPA, Business Valuation, Tax Preparation, Internal Controls, Tax Research, Financial Accounting, Auditing, Corporate Tax, IRS, High Net Worth..., Corporate Law, Accounting, Tax Accounting, Accountants, Big 4, General Ledger, US GAAP, Tax Returns, Mergers, Financial Reporting, International Tax, QuickBooks, Account Reconciliation, SEC filings, External Audit, Forensic Accounting, Financial Analysis, S Corporations, Tax Advisory, Assurance
Education
The University of Texas at San Antonio 1984 — 1987
BBA, Accounting
TravisWolff December 2012 - Present
Weaver LLP 2005 - December 2012
Hall & Co 2004 - 2005
Squar Milner 2000 - 2004
Arthur Andersen LLP 1987 - 1990
Skills
Partnership Taxation, State Tax, Financial Statements, Mergers & Acquisitions, GAAP, Sarbanes-Oxley Act, Tax, Income Tax, CPA, Business Valuation, Tax Preparation, Internal Controls, Tax Research, Financial Accounting, Auditing, Corporate Tax, IRS, High Net Worth..., Corporate Law, Accounting, Tax Accounting, Accountants, Big 4, General Ledger, US GAAP, Tax Returns, Mergers, Financial Reporting, International Tax, QuickBooks, Account Reconciliation, SEC filings, External Audit, Forensic Accounting, Financial Analysis, S Corporations, Tax Advisory, Assurance
Education
The University of Texas at San Antonio 1984 — 1987
BBA, Accounting
Brett Philips's TravisWolff Experience November 2007 - July 2010
Job Partner at Shifflett & Company, LLP
Industry Accounting
Experience
Shifflett & Company, LLP October 2014 - Present
Montgomery Coscia Greilich LLP July 2010 - October 2014
TravisWolff November 2007 - July 2010
Stoner, Albright & Company February 2005 - November 2007
Skills
Corporate Tax, Income Tax, Private Equity, Accounting, Tax, Investments, Financial Statements, Auditing, Financial Planners, GAAP, International Tax, Tax Returns, Tax Law, Tax Advisory, Mergers, High Net Worth..., Employee Benefits, Mergers & Acquisitions, Transfer Pricing
Education
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2009
MS, Accounting
University of Texas at Dallas - Naveen Jindal School of Management 2002 — 2005
BS, Business Administration
Texas State University 1999 — 2001
Shifflett & Company, LLP October 2014 - Present
Montgomery Coscia Greilich LLP July 2010 - October 2014
TravisWolff November 2007 - July 2010
Stoner, Albright & Company February 2005 - November 2007
Skills
Corporate Tax, Income Tax, Private Equity, Accounting, Tax, Investments, Financial Statements, Auditing, Financial Planners, GAAP, International Tax, Tax Returns, Tax Law, Tax Advisory, Mergers, High Net Worth..., Employee Benefits, Mergers & Acquisitions, Transfer Pricing
Education
University of Texas at Dallas - Naveen Jindal School of Management 2007 — 2009
MS, Accounting
University of Texas at Dallas - Naveen Jindal School of Management 2002 — 2005
BS, Business Administration
Texas State University 1999 — 2001
Rebecca Fonte Rebecca Fonte's TravisWolff Experience April 2006 - January 2015
Job Controller at North Central Texas College
Industry Accounting
Experience
North Central Texas College April 2015 - Present
TravisWolff April 2006 - January 2015
Concentra 2004 - 2006
Concentra 2002 - 2004
Mercy Hospital 2001 - 2002
Hilton Head Health May 1999 - August 2001
Memorial Medical Center 1997 - 1998
Wooster Clinic 1992 - 1997
Skills
CPA, Internal Controls, Strategic Financial..., Cash Flow, Financial Modeling, Budgets
Education
Lee University
Stark State College
North Central Texas College April 2015 - Present
TravisWolff April 2006 - January 2015
Concentra 2004 - 2006
Concentra 2002 - 2004
Mercy Hospital 2001 - 2002
Hilton Head Health May 1999 - August 2001
Memorial Medical Center 1997 - 1998
Wooster Clinic 1992 - 1997
Skills
CPA, Internal Controls, Strategic Financial..., Cash Flow, Financial Modeling, Budgets
Education
Lee University
Stark State College
Paul Xiao Paul Xiao's TravisWolff Experience January 2010 - May 2010
Job Manager, Business Planning and Supply Chain at Samsung Electronics
Industry Accounting
Experience
Samsung Electronics July 2015 - Present
Samsung Mobile September 2012 - June 2015
Samsung Mobile May 2010 - September 2012
TravisWolff January 2010 - May 2010
University of Texas at Dallas October 2008 - December 2009
Plano ISD September 2008 - December 2009
Skills
Accounting, SAP, Fixed Assets, QuickBooks, Tax, General Ledger, Research, Financial Accounting, GAAP, Financial Reporting, Auditing, Tax Preparation, Account Reconciliation, Financial Analysis, Accounts Payable, Microsoft Excel, Accounts Receivable, Sarbanes-Oxley Act, Journal Entries, PeopleSoft, Management, Variance Analysis, Access, Internal Controls, Internal Audit
Education
The University of Texas at Dallas 2011 — 2014
Master of Science (MS), International Business
The University of Texas at Dallas - School of Management 2007 — 2010
Bachelor of Science (B.S.), Accounting
Samsung Electronics July 2015 - Present
Samsung Mobile September 2012 - June 2015
Samsung Mobile May 2010 - September 2012
TravisWolff January 2010 - May 2010
University of Texas at Dallas October 2008 - December 2009
Plano ISD September 2008 - December 2009
Skills
Accounting, SAP, Fixed Assets, QuickBooks, Tax, General Ledger, Research, Financial Accounting, GAAP, Financial Reporting, Auditing, Tax Preparation, Account Reconciliation, Financial Analysis, Accounts Payable, Microsoft Excel, Accounts Receivable, Sarbanes-Oxley Act, Journal Entries, PeopleSoft, Management, Variance Analysis, Access, Internal Controls, Internal Audit
Education
The University of Texas at Dallas 2011 — 2014
Master of Science (MS), International Business
The University of Texas at Dallas - School of Management 2007 — 2010
Bachelor of Science (B.S.), Accounting
Bill Boyd Bill Boyd's TravisWolff Experience August 2008 - June 2010
Job President at Redwood Property Holdings
Industry Accounting
Experience
Redwood Property Holdings March 2013 - Present
PepsiCo - Frito Lay May 2012 - March 2013
PepsiCo June 2010 - May 2012
TravisWolff August 2008 - June 2010
AICPA July 2007 - August 2008
KPMG July 2001 - July 2007
Texas A&M University 2000 - 2001
Skills
US GAAP, Sarbanes-Oxley Act, Auditing, SEC filings, Accounting, IFRS, CPA, Finance, Risk Management, Fixed Assets, Accounts Receivable, Financial Risk, Internal Controls, Financial Reporting, Financial Analysis, GAAP, Forecasting, Financial Accounting, Credit, Financial Modeling, Strategic Financial..., Consolidation, Tax, Managerial Finance, Assurance, Cash Flow, Sarbanes-Oxley, Due Diligence, Variance Analysis
Education
Texas A&M University 1995 — 2001
Masters of Science, Finance
Texas A&M University - Mays Business School 1995 — 2001
BBA, Accounting
Redwood Property Holdings March 2013 - Present
PepsiCo - Frito Lay May 2012 - March 2013
PepsiCo June 2010 - May 2012
TravisWolff August 2008 - June 2010
AICPA July 2007 - August 2008
KPMG July 2001 - July 2007
Texas A&M University 2000 - 2001
Skills
US GAAP, Sarbanes-Oxley Act, Auditing, SEC filings, Accounting, IFRS, CPA, Finance, Risk Management, Fixed Assets, Accounts Receivable, Financial Risk, Internal Controls, Financial Reporting, Financial Analysis, GAAP, Forecasting, Financial Accounting, Credit, Financial Modeling, Strategic Financial..., Consolidation, Tax, Managerial Finance, Assurance, Cash Flow, Sarbanes-Oxley, Due Diligence, Variance Analysis
Education
Texas A&M University 1995 — 2001
Masters of Science, Finance
Texas A&M University - Mays Business School 1995 — 2001
BBA, Accounting
Deepak Raj Silwal, CPA Deepak Raj Silwal, CPA's TravisWolff Experience January 2012 - April 2012
Job Assurance Senior at Ernst & Young
Industry Accounting
Experience
Ernst & Young October 2014 - Present
Ernst & Young September 2012 - September 2014
TravisWolff January 2012 - April 2012
University of Texas at Arlington September 2011 - January 2012
UTA Honors College May 2011 - January 2012
Lacey A. Riley, CPA, P.C. March 2011 - June 2011
Beta Alpha Psi, UT Arlington December 2010 - May 2011
Beta Alpha Psi, UT Arlington May 2010 - November 2010
Wireless Advocates February 2009 - August 2010
R Solutions, Radio Shack May 2007 - February 2009
Skills
General Ledger, GAAP, Account Reconciliation, Cost Accounting, Microsoft Office, US GAAP, Accounts Receivable, Financial Statements, Bookkeeping, Customer Service, Assurance, Financial Audits, IFRS, Leadership, Analysis, Finance, Teamwork, Sales, Forecasting, Payroll, Cash Flow, Cash Management, Income Tax, Budgets, Tax Returns, Corporate Finance, Time Management, External Audit
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2012
BBA & MS - Accounting, Accounting
Weatherford College, Weatherford, TX 2007 — 2009
AA & AS, General Studies
Ernst & Young October 2014 - Present
Ernst & Young September 2012 - September 2014
TravisWolff January 2012 - April 2012
University of Texas at Arlington September 2011 - January 2012
UTA Honors College May 2011 - January 2012
Lacey A. Riley, CPA, P.C. March 2011 - June 2011
Beta Alpha Psi, UT Arlington December 2010 - May 2011
Beta Alpha Psi, UT Arlington May 2010 - November 2010
Wireless Advocates February 2009 - August 2010
R Solutions, Radio Shack May 2007 - February 2009
Skills
General Ledger, GAAP, Account Reconciliation, Cost Accounting, Microsoft Office, US GAAP, Accounts Receivable, Financial Statements, Bookkeeping, Customer Service, Assurance, Financial Audits, IFRS, Leadership, Analysis, Finance, Teamwork, Sales, Forecasting, Payroll, Cash Flow, Cash Management, Income Tax, Budgets, Tax Returns, Corporate Finance, Time Management, External Audit
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2012
BBA & MS - Accounting, Accounting
Weatherford College, Weatherford, TX 2007 — 2009
AA & AS, General Studies
Ken Kay Ken Kay's TravisWolff Experience December 1991 - Present
Job Partner, TravisWolff Independent Advisors & Accountants
Industry Accounting
Experience
TravisWolff December 1991 - Present
Brorson, Kay & Stone, LLP 1991 - 1996
Education
Texas Tech University
BBA
TravisWolff December 1991 - Present
Brorson, Kay & Stone, LLP 1991 - 1996
Education
Texas Tech University
BBA
Tammie Farris Tammie Farris's TravisWolff Experience 2008 - 2009
Job Tax Reviewer at Cain Watters & Associates
Industry Accounting
Experience
Cain Watters & Associates November 2012 - Present
BeautiControl November 2009 - Present
Bookkeeping & Tax Services January 2000 - Present
David Prince, CPA firm May 2009 - December 2009
Travis Wolff & Co. August 2008 - May 2009
TravisWolff 2008 - 2009
Auerbach, Albert & Gold, LC November 2005 - August 2008
Holly Nicholas, CPA January 2000 - October 2005
Education
Texas State University 1996 — 1999
Accounting
Cain Watters & Associates November 2012 - Present
BeautiControl November 2009 - Present
Bookkeeping & Tax Services January 2000 - Present
David Prince, CPA firm May 2009 - December 2009
Travis Wolff & Co. August 2008 - May 2009
TravisWolff 2008 - 2009
Auerbach, Albert & Gold, LC November 2005 - August 2008
Holly Nicholas, CPA January 2000 - October 2005
Education
Texas State University 1996 — 1999
Accounting
Heather Langley Heather Langley's TravisWolff Experience November 2014 - Present
Job Marketing Manager at TravisWolff
Industry Marketing and Advertising
Experience
TravisWolff November 2014 - Present
Advice Interactive Group February 2014 - November 2014
Advice Interactive Group October 2013 - February 2014
RAPP April 2013 - September 2013
Mary Kay Inc. December 2012 - March 2013
Click Here (The Richards Group) September 2010 - September 2012
TracyLocke April 2010 - August 2010
VideoPlus February 2007 - October 2009
Latimark May 2006 - February 2007
Metals USA July 2003 - December 2005
Education
Art Institute of Dallas 1995 — 1997
The University of Texas at Dallas 1998 — 2000
Bachelor's Degree
TravisWolff November 2014 - Present
Advice Interactive Group February 2014 - November 2014
Advice Interactive Group October 2013 - February 2014
RAPP April 2013 - September 2013
Mary Kay Inc. December 2012 - March 2013
Click Here (The Richards Group) September 2010 - September 2012
TracyLocke April 2010 - August 2010
VideoPlus February 2007 - October 2009
Latimark May 2006 - February 2007
Metals USA July 2003 - December 2005
Education
Art Institute of Dallas 1995 — 1997
The University of Texas at Dallas 1998 — 2000
Bachelor's Degree
Chase Miller, CPA's TravisWolff Experience October 2012 - June 2014
Job Tax Senior at Tsakopulos Brown Schott & Anchors
Industry Accounting
Experience
Tsakopulos Brown Schott & Anchors June 2014 - Present
TravisWolff October 2012 - June 2014
BKD CPAs & Advisors September 2010 - October 2012
Skills
Tax Research, Partnership Taxation, Tax Accounting, Income Tax, Tax, Corporate Tax, Tax Preparation, Fixed Assets, Accounting, QuickBooks, Financial Reporting, Financial Accounting, ProSystem fx Tax, GoSystems, US Tax
Education
University of North Texas 2008 — 2010
MS, Taxation
University of North Texas 2003 — 2007
BS, Accounting Control Systems
Tsakopulos Brown Schott & Anchors June 2014 - Present
TravisWolff October 2012 - June 2014
BKD CPAs & Advisors September 2010 - October 2012
Skills
Tax Research, Partnership Taxation, Tax Accounting, Income Tax, Tax, Corporate Tax, Tax Preparation, Fixed Assets, Accounting, QuickBooks, Financial Reporting, Financial Accounting, ProSystem fx Tax, GoSystems, US Tax
Education
University of North Texas 2008 — 2010
MS, Taxation
University of North Texas 2003 — 2007
BS, Accounting Control Systems
Shanna (Allen) Roden Shanna (Allen) Roden's TravisWolff Experience July 2015 - Present
Job Tax Staff II at TravisWolff
Industry Accounting
Experience
TravisWolff July 2015 - Present
Dan Lee Smallwood, CPA May 2014 - June 2015
Pattillo Brown & Hill L.L.P September 2013 - April 2014
Whitley Penn June 2012 - August 2013
Montgomery Coscia Greilich LLP January 2011 - April 2011
Skills
Tax Research, Tax Returns, Partnership Taxation, General Ledger, Account Reconciliation, CCH ProSystem fx, GAAP, Corporate Tax, Microsoft Excel, Income Tax, Tax Preparation, QuickBooks, Tax Accounting, ProSeries
Education
Texas Tech University - Rawls College of Business 2008 — 2012
BBA Accounting, Accounting
Texas Woman's University
Master of Business Administration (M.B.A.), Accounting
TravisWolff July 2015 - Present
Dan Lee Smallwood, CPA May 2014 - June 2015
Pattillo Brown & Hill L.L.P September 2013 - April 2014
Whitley Penn June 2012 - August 2013
Montgomery Coscia Greilich LLP January 2011 - April 2011
Skills
Tax Research, Tax Returns, Partnership Taxation, General Ledger, Account Reconciliation, CCH ProSystem fx, GAAP, Corporate Tax, Microsoft Excel, Income Tax, Tax Preparation, QuickBooks, Tax Accounting, ProSeries
Education
Texas Tech University - Rawls College of Business 2008 — 2012
BBA Accounting, Accounting
Texas Woman's University
Master of Business Administration (M.B.A.), Accounting
Cyndy Carr, Ph.D. Cyndy Carr, Ph.D.'s TravisWolff Experience 2015 - Present
Job Chief Operating Officer
Industry Accounting
Experience
TravisWolff 2015 - Present
Schmidt Carr & Associates 2014 - 2015
ValueScope, Inc. 2012 - 2014
The Dallas Morning News June 2009 - May 2012
The Dallas Morning News June 2007 - May 2009
The Dallas Morning News June 2006 - May 2007
The Dallas Morning News September 2004 - May 2006
The Dallas Morning News June 2004 - August 2004
McKinsey & Company July 2000 - May 2004
Skills
Strategy, Strategic Planning, Sales Operations, Advertising, Sales Management, Marketing Strategy, New Business Development, P&L Management, Business Strategy, Team Building, Operations Management, Sales Effectiveness, Problem Solving, Strategy Development, Plan Implementation, Talent Development, Business Turnaround, Predictive Analytics, Organizational..., Value Creation, Business Planning, Sales, CRM, Leadership, Direct Marketing, Digital Media, Management, Salesforce.com, Talent Management, B2B, B2B Marketing, Digital Marketing, Business Development, Social Media Marketing, Project Management, Selling, Recruiting, Online Advertising, Online Marketing, Cross-functional Team..., Account Management
Education
Rice University 1997 — 2000
Ph.D., Environmental Science and Engineering
Rice University 1994 — 1997
M.S., Environmental Science and Engineering
Texas Christian University 1990 — 1994
B.S., Environmental Science
TravisWolff 2015 - Present
Schmidt Carr & Associates 2014 - 2015
ValueScope, Inc. 2012 - 2014
The Dallas Morning News June 2009 - May 2012
The Dallas Morning News June 2007 - May 2009
The Dallas Morning News June 2006 - May 2007
The Dallas Morning News September 2004 - May 2006
The Dallas Morning News June 2004 - August 2004
McKinsey & Company July 2000 - May 2004
Skills
Strategy, Strategic Planning, Sales Operations, Advertising, Sales Management, Marketing Strategy, New Business Development, P&L Management, Business Strategy, Team Building, Operations Management, Sales Effectiveness, Problem Solving, Strategy Development, Plan Implementation, Talent Development, Business Turnaround, Predictive Analytics, Organizational..., Value Creation, Business Planning, Sales, CRM, Leadership, Direct Marketing, Digital Media, Management, Salesforce.com, Talent Management, B2B, B2B Marketing, Digital Marketing, Business Development, Social Media Marketing, Project Management, Selling, Recruiting, Online Advertising, Online Marketing, Cross-functional Team..., Account Management
Education
Rice University 1997 — 2000
Ph.D., Environmental Science and Engineering
Rice University 1994 — 1997
M.S., Environmental Science and Engineering
Texas Christian University 1990 — 1994
B.S., Environmental Science
Nicholas Shifflett, CPA Nicholas Shifflett, CPA's TravisWolff Experience September 2008 - January 2011
Job Partner at Shifflett & Co. LLP
Industry Accounting
Experience
Shifflett & Co. LLP December 2013 - Present
Montgomery Coscia Greilich LLP January 2011 - December 2013
TravisWolff September 2008 - January 2011
Grant Thornton January 2008 - September 2008
HJMRR, LLP December 2006 - January 2008
Skills
Accounting, Tax, Corporate Tax, CPA, GAAP, Partnership Taxation, Mergers, Financial Statements, Tax Preparation, Income Tax, General Ledger
Education
Stephen F. Austin State University 2002 — 2007
MPA, Accounting
Shifflett & Co. LLP December 2013 - Present
Montgomery Coscia Greilich LLP January 2011 - December 2013
TravisWolff September 2008 - January 2011
Grant Thornton January 2008 - September 2008
HJMRR, LLP December 2006 - January 2008
Skills
Accounting, Tax, Corporate Tax, CPA, GAAP, Partnership Taxation, Mergers, Financial Statements, Tax Preparation, Income Tax, General Ledger
Education
Stephen F. Austin State University 2002 — 2007
MPA, Accounting
Andrew Kephart, CPA's TravisWolff Experience October 2010 - May 2011
Job Senior Controller at Verdad Real Estate, Inc.
Industry Accounting
Experience
Verdad Real Estate, Inc. April 2015 - Present
Bright Realty, Ltd. July 2011 - April 2015
TravisWolff October 2010 - May 2011
Riveron Consulting 2011 - 2011
Brake Check 2011 - 2011
McGladrey August 2007 - October 2010
PricewaterhouseCoopers January 2006 - March 2006
Skills
Accounting, Auditing, GAAP, SEC filings, IFRS, Financial Reporting, Internal Controls, Consolidation, Cost Accounting, Yardi Voyager, External Audit, Financial Statements, Financial Analysis, Financial Accounting, Supervising, Real Estate Development, Commercial Real Estate, Audit, Problem Solving, Yardi, SEC reporting, Project Management, Advanced Expense..., SEC Filings, Sarbanes-Oxley Act, CPA, US GAAP, Budgets, Management, Finance, Accounts Payable
Education
Texas A&M University 2002 — 2007
MS, Finance
Texas A&M University 2002 — 2007
BS, Accounting
Verdad Real Estate, Inc. April 2015 - Present
Bright Realty, Ltd. July 2011 - April 2015
TravisWolff October 2010 - May 2011
Riveron Consulting 2011 - 2011
Brake Check 2011 - 2011
McGladrey August 2007 - October 2010
PricewaterhouseCoopers January 2006 - March 2006
Skills
Accounting, Auditing, GAAP, SEC filings, IFRS, Financial Reporting, Internal Controls, Consolidation, Cost Accounting, Yardi Voyager, External Audit, Financial Statements, Financial Analysis, Financial Accounting, Supervising, Real Estate Development, Commercial Real Estate, Audit, Problem Solving, Yardi, SEC reporting, Project Management, Advanced Expense..., SEC Filings, Sarbanes-Oxley Act, CPA, US GAAP, Budgets, Management, Finance, Accounts Payable
Education
Texas A&M University 2002 — 2007
MS, Finance
Texas A&M University 2002 — 2007
BS, Accounting
Karen Love Karen Love's TravisWolff Experience 1994 - 1999
Job Marketplace strategist & connector for prospects, clients & friends of firm | Director, Practice Growth, PKF Texas CPAs
Industry Accounting
Experience
PKF Texas February 2000 - Present
Joint Venture Strategic Advisors (JVSA) June 2015 - Present
Greater Houston Partnership January 2014 - Present
Greater Houston Women's Chamber of Commerce January 2014 - Present
Rice Alliance for Technology and Entrepreneurship January 2011 - Present
TravisWolff 1994 - 1999
Education
Amberton University
BS, Human Relations and Business
Dallas Fashion Merchandising College
Richardson High School
PKF Texas February 2000 - Present
Joint Venture Strategic Advisors (JVSA) June 2015 - Present
Greater Houston Partnership January 2014 - Present
Greater Houston Women's Chamber of Commerce January 2014 - Present
Rice Alliance for Technology and Entrepreneurship January 2011 - Present
TravisWolff 1994 - 1999
Education
Amberton University
BS, Human Relations and Business
Dallas Fashion Merchandising College
Richardson High School
Dimple Bhatia, CPA Dimple Bhatia, CPA's TravisWolff Experience January 2004 - March 2007
Job Dimple D Bhatia, CPA, PC
Industry Accounting
Experience
Dimple Bhatia, CPA, PC. March 2010 - Present
PricewaterhouseCoopers March 2007 - March 2010
TravisWolff January 2004 - March 2007
Skills
Tax Compliance, Corporate Tax, Federal Tax, Income Tax, Tax Preparation, Quickbooks, Tax, Account Reconciliation, Small Business, Tax Research, Accounting, Due Diligence, Business Planning, QuickBooks, Cash Flow, Tax Accounting, GAAP, Tax Law, Tax Advisory, Payroll Taxes, CPA, Sales Tax, Partnership Taxation
Education
North Carolina State University 1994 — 1996
Masters in Accounting, Tax
United States International University, Nairobi, Kenya
Bachelor of Business Administration, Management
Dimple Bhatia, CPA, PC. March 2010 - Present
PricewaterhouseCoopers March 2007 - March 2010
TravisWolff January 2004 - March 2007
Skills
Tax Compliance, Corporate Tax, Federal Tax, Income Tax, Tax Preparation, Quickbooks, Tax, Account Reconciliation, Small Business, Tax Research, Accounting, Due Diligence, Business Planning, QuickBooks, Cash Flow, Tax Accounting, GAAP, Tax Law, Tax Advisory, Payroll Taxes, CPA, Sales Tax, Partnership Taxation
Education
North Carolina State University 1994 — 1996
Masters in Accounting, Tax
United States International University, Nairobi, Kenya
Bachelor of Business Administration, Management
Sara Miller Sara Miller's TravisWolff Experience January 2009 - April 2011
Job Director of Finance at Cantex Continuing Care Network
Industry Accounting
Experience
Cantex Continuing Care Network April 2011 - Present
TravisWolff January 2009 - April 2011
PricewaterhouseCoopers 2002 - 2007
Skills
US GAAP, Financial Statement..., Accounting, Internal Controls, Budgets, Sarbanes-Oxley Act, Financial Reporting, Analysis, PCAOB standards, GAAP, Healthcare, CPA, Due Diligence, Strategic Planning, Assurance, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2002
BS, Accounting
Cantex Continuing Care Network April 2011 - Present
TravisWolff January 2009 - April 2011
PricewaterhouseCoopers 2002 - 2007
Skills
US GAAP, Financial Statement..., Accounting, Internal Controls, Budgets, Sarbanes-Oxley Act, Financial Reporting, Analysis, PCAOB standards, GAAP, Healthcare, CPA, Due Diligence, Strategic Planning, Assurance, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2002
BS, Accounting
Linda K. Duffy's TravisWolff Experience January 2001 - November 2012
Job Retired
Industry Accounting
Experience
TravisWolff January 2001 - November 2012
Travis Wolff Advisors & Accountants January 2001 - November 2012
Education
The University of Texas at San Antonio
MS, Accounting
University of Dayton
BS, Business Education
TravisWolff January 2001 - November 2012
Travis Wolff Advisors & Accountants January 2001 - November 2012
Education
The University of Texas at San Antonio
MS, Accounting
University of Dayton
BS, Business Education
Kent Chambless Kent Chambless's TravisWolff Experience September 1998 - February 2002
Job Assurance Director Capital Markets Accounting Advisory Services at PwC
Industry Accounting
Experience
PwC January 2007 - Present
PwC Aarata May 2011 - May 2013
PricewaterhouseCoopers, LLP April 2003 - December 2006
TXU Corp May 2002 - April 2003
TravisWolff September 1998 - February 2002
BOLINGER, SEGARS August 1995 - September 1998
Skills
Sarbanes-Oxley Act, Accounting, SEC filings, US GAAP, Mergers & Acquisitions, IPO, IFRS, Financial Reporting, CPA, Assurance, Internal Audit, Revenue Recognition, GAAP, External Audit, Internal Controls, SEC Filings
Education
Texas Tech University - Rawls College of Business 1990 — 1995
BBA, Accounting
Graham High School 1986 — 1990
PwC January 2007 - Present
PwC Aarata May 2011 - May 2013
PricewaterhouseCoopers, LLP April 2003 - December 2006
TXU Corp May 2002 - April 2003
TravisWolff September 1998 - February 2002
BOLINGER, SEGARS August 1995 - September 1998
Skills
Sarbanes-Oxley Act, Accounting, SEC filings, US GAAP, Mergers & Acquisitions, IPO, IFRS, Financial Reporting, CPA, Assurance, Internal Audit, Revenue Recognition, GAAP, External Audit, Internal Controls, SEC Filings
Education
Texas Tech University - Rawls College of Business 1990 — 1995
BBA, Accounting
Graham High School 1986 — 1990
Scott Matlock Scott Matlock's TravisWolff Experience 1997 - 2000
Job Senior Vice President, Business Banking Manager at Broadway Bank
Industry Banking
Experience
Broadway Bank October 2012 - Present
TransPecos Banks September 2010 - October 2012
Shweiki Media Inc. June 2010 - September 2010
International Bank of Commerce December 2008 - June 2010
South Texas Ice, LLC December 2007 - May 2010
Sebastian Cotton & Grain, Ltd. May 2000 - December 2008
TravisWolff 1997 - 2000
KPMG 1992 - 1996
Skills
Banking, Commercial Banking, Portfolio Management, Real Estate
Education
The George Washington University 1993 — 1997
MBA, Finance
University of Mississippi - School of Business Administration 1988 — 1992
Briarcrest 1984 — 1988
Broadway Bank October 2012 - Present
TransPecos Banks September 2010 - October 2012
Shweiki Media Inc. June 2010 - September 2010
International Bank of Commerce December 2008 - June 2010
South Texas Ice, LLC December 2007 - May 2010
Sebastian Cotton & Grain, Ltd. May 2000 - December 2008
TravisWolff 1997 - 2000
KPMG 1992 - 1996
Skills
Banking, Commercial Banking, Portfolio Management, Real Estate
Education
The George Washington University 1993 — 1997
MBA, Finance
University of Mississippi - School of Business Administration 1988 — 1992
Briarcrest 1984 — 1988
Jacob Reyes, PHR, SHRM-CP's TravisWolff Experience November 2007 - October 2009
Job Director of Human Resources at Analytic Focus, LLC
Industry Management Consulting
Experience
Analytic Focus September 2012 - Present
Deacon Recruiting March 2010 - August 2012
TravisWolff November 2007 - October 2009
JQ May 2002 - October 2007
Skills
Human Resources, Operations Management, Management Accounting, Information Technology, Recruiting, Employee Relations, Benefits Administration
Education
The University of Texas at San Antonio 2007 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
St. Mary's University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Accounting
Holy Cross of San Antonio
Analytic Focus September 2012 - Present
Deacon Recruiting March 2010 - August 2012
TravisWolff November 2007 - October 2009
JQ May 2002 - October 2007
Skills
Human Resources, Operations Management, Management Accounting, Information Technology, Recruiting, Employee Relations, Benefits Administration
Education
The University of Texas at San Antonio 2007 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
St. Mary's University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Accounting
Holy Cross of San Antonio
Ellen Whitten Ellen Whitten's TravisWolff Experience August 2004 - May 2008
Job Lead Funder at Trinity Title of Texas
Industry Real Estate
Experience
Trinity Title of Texas, LLC July 2014 - Present
Mobile Notary Services March 2010 - Present
JenniLeigh Financial Services, LLC May 2008 - Present
Timios, Inc. September 2013 - June 2014
Adobe Title March 2013 - September 2013
TravisWolff August 2004 - May 2008
COMPAS, Inc. 1995 - 2004
Weaver & Tidwell 1994 - 1995
American Benefits Systems 1991 - 1994
Executive Secretarial School (ESS) 1989 - 1991
Skills
Leadership, Employee Benefits, Notary Public, Payroll, QuickBooks, Sales, Accounting, Insurance, Human Resources, Team Building, Time Management, Budgets, Strategic Planning, Real Estate, Accounts Payable, Customer Service, Public Speaking, Loans, Event Planning, Microsoft Excel, Benefits Administration, Event Management, Microsoft Office, Office Management, Microsoft Word, Customer Satisfaction, Training, Title Insurance, Bookkeeping, Data Entry, Employee Relations, Recruiting, Management, Negotiation, Real Estate Transactions, Marketing, Process Scheduler, Administration, Small Business, Closings, Outlook, Invoicing, Account Management, Accounts Receivable, Refinance, Administrative..., Notary, Social Networking, System Administration, Account Reconciliation
Education
Executive Secretarial School 1988 — 1989
University of North Texas 1987 — 1987
Interior Design
Texas Woman's University 1986 — 1987
Interior Design
Bryan Adams High School 1982 — 1986
Diploma
Trinity Title of Texas, LLC July 2014 - Present
Mobile Notary Services March 2010 - Present
JenniLeigh Financial Services, LLC May 2008 - Present
Timios, Inc. September 2013 - June 2014
Adobe Title March 2013 - September 2013
TravisWolff August 2004 - May 2008
COMPAS, Inc. 1995 - 2004
Weaver & Tidwell 1994 - 1995
American Benefits Systems 1991 - 1994
Executive Secretarial School (ESS) 1989 - 1991
Skills
Leadership, Employee Benefits, Notary Public, Payroll, QuickBooks, Sales, Accounting, Insurance, Human Resources, Team Building, Time Management, Budgets, Strategic Planning, Real Estate, Accounts Payable, Customer Service, Public Speaking, Loans, Event Planning, Microsoft Excel, Benefits Administration, Event Management, Microsoft Office, Office Management, Microsoft Word, Customer Satisfaction, Training, Title Insurance, Bookkeeping, Data Entry, Employee Relations, Recruiting, Management, Negotiation, Real Estate Transactions, Marketing, Process Scheduler, Administration, Small Business, Closings, Outlook, Invoicing, Account Management, Accounts Receivable, Refinance, Administrative..., Notary, Social Networking, System Administration, Account Reconciliation
Education
Executive Secretarial School 1988 — 1989
University of North Texas 1987 — 1987
Interior Design
Texas Woman's University 1986 — 1987
Interior Design
Bryan Adams High School 1982 — 1986
Diploma
Latrice (White) Heath Latrice (White) Heath's TravisWolff Experience February 2015 - Present
Job Senior Administrative Assistant at TravisWolff
Industry Accounting
Experience
TravisWolff February 2015 - Present
Southern Methodist University March 2013 - September 2014
Southern Methodist University August 2006 - March 2013
Ibase Consulting November 2003 - November 2005
FacServices, Inc November 2001 - December 2002
Robert Half International July 2000 - October 2001
Southern Methodist University February 1997 - May 1999
Skills
Event Planning, Website Management, Event Management, Customer Service, Job Fairs, Higher Education, Career Services, Recruiting, Webmaster Services, Interviews, Community Outreach, Human Resources, Career Counseling, Student Affairs, Training, Time Management, Resume Writing, Staff Development, Nonprofits
Education
Texas Christian University 1992 — 1996
Bachelor of Arts, English
TravisWolff February 2015 - Present
Southern Methodist University March 2013 - September 2014
Southern Methodist University August 2006 - March 2013
Ibase Consulting November 2003 - November 2005
FacServices, Inc November 2001 - December 2002
Robert Half International July 2000 - October 2001
Southern Methodist University February 1997 - May 1999
Skills
Event Planning, Website Management, Event Management, Customer Service, Job Fairs, Higher Education, Career Services, Recruiting, Webmaster Services, Interviews, Community Outreach, Human Resources, Career Counseling, Student Affairs, Training, Time Management, Resume Writing, Staff Development, Nonprofits
Education
Texas Christian University 1992 — 1996
Bachelor of Arts, English
Ben VanDolah Ben VanDolah's TravisWolff Experience January 2013 - May 2014
Job Senior Tax Associate at Chapman, Hext & Co.
Industry Accounting
Experience
Chapman, Hext & Co., P.C. June 2014 - Present
TravisWolff January 2013 - May 2014
TCU Financial Services May 2012 - December 2012
Sanger Computer Services April 2011 - April 2012
Skills
QuickBooks, Corporate Tax, Tax Research, Computer Hardware, Microsoft Excel, Tax
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Chapman, Hext & Co., P.C. June 2014 - Present
TravisWolff January 2013 - May 2014
TCU Financial Services May 2012 - December 2012
Sanger Computer Services April 2011 - April 2012
Skills
QuickBooks, Corporate Tax, Tax Research, Computer Hardware, Microsoft Excel, Tax
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Elizabeth (Beth) Junell's TravisWolff Experience 2002 - 2004
Job Partner | Fraud Investigation & Dispute Services at EY
Industry Accounting
Experience
EY November 2012 - Present
FTI Consulting January 2008 - November 2012
FTI Consulting September 2004 - December 2007
Lain Faulkner & Co. December 2002 - September 2004
TravisWolff 2002 - 2004
Travis, Wolff & Company November 2001 - November 2002
BDO Seidman, LLP October 2000 - October 2001
Belew Averitt, LLP May 1996 - October 2000
Glory Home Health Care August 1994 - May 1996
Murski, Hicks & Co. August 1992 - August 1994
Skills
Forensic Accounting, Fraud, Audit Committee, Risk Assessment, Data Analysis, Certified Fraud Examiner, FCPA, Internal Controls, SEC filings, CPA, Auditing, Sarbanes-Oxley Act, Accounting, Internal Audit, Litigation Support, Financial Reporting, GAAP, Sarbanes-Oxley, Due Diligence, Litigation Consulting, Mergers
Education
Texas A&M University-Commerce 1988 — 1992
BBA, Accounting
EY November 2012 - Present
FTI Consulting January 2008 - November 2012
FTI Consulting September 2004 - December 2007
Lain Faulkner & Co. December 2002 - September 2004
TravisWolff 2002 - 2004
Travis, Wolff & Company November 2001 - November 2002
BDO Seidman, LLP October 2000 - October 2001
Belew Averitt, LLP May 1996 - October 2000
Glory Home Health Care August 1994 - May 1996
Murski, Hicks & Co. August 1992 - August 1994
Skills
Forensic Accounting, Fraud, Audit Committee, Risk Assessment, Data Analysis, Certified Fraud Examiner, FCPA, Internal Controls, SEC filings, CPA, Auditing, Sarbanes-Oxley Act, Accounting, Internal Audit, Litigation Support, Financial Reporting, GAAP, Sarbanes-Oxley, Due Diligence, Litigation Consulting, Mergers
Education
Texas A&M University-Commerce 1988 — 1992
BBA, Accounting
Jeff M. Owens's TravisWolff Experience November 2010 - Present
Job Partner TravisWolff
Industry Accounting
Experience
TravisWolff November 2010 - Present
SMU Cox School of Business March 2014 - Present
YMCA June 2013 - Present
Alzheimer's Association, Greater Dallas Chapter June 2011 - March 2014
TravisWolff November 2008 - November 2010
KPMG LLP January 2001 - November 2008
Skills
Auditing, US GAAP, Financial Reporting, Internal Controls, Accounting, Financial Accounting, GAAP, Financial Analysis, External Audit, CPA, Financial Statements, Due Diligence, SEC filings, Variance Analysis, Assurance, Nonprofits, Quickbooks, GAAS, Big 4, Technical Accounting, Non-profit Accounting, Employee Benefit Plan..., Financial Audits, Revenue Recognition
Education
Southern Methodist University - Cox School of Business 2001 — 2002
Masters, Accounting, Finance
Southern Methodist University - Cox School of Business 1997 — 2001
BBA, Business, Accounting, Finance
TravisWolff November 2010 - Present
SMU Cox School of Business March 2014 - Present
YMCA June 2013 - Present
Alzheimer's Association, Greater Dallas Chapter June 2011 - March 2014
TravisWolff November 2008 - November 2010
KPMG LLP January 2001 - November 2008
Skills
Auditing, US GAAP, Financial Reporting, Internal Controls, Accounting, Financial Accounting, GAAP, Financial Analysis, External Audit, CPA, Financial Statements, Due Diligence, SEC filings, Variance Analysis, Assurance, Nonprofits, Quickbooks, GAAS, Big 4, Technical Accounting, Non-profit Accounting, Employee Benefit Plan..., Financial Audits, Revenue Recognition
Education
Southern Methodist University - Cox School of Business 2001 — 2002
Masters, Accounting, Finance
Southern Methodist University - Cox School of Business 1997 — 2001
BBA, Business, Accounting, Finance
Shobit Arora, CPA Shobit Arora, CPA's TravisWolff Experience January 2010 - August 2010
Job Manager at Accenture | Finance & Enterprise Performance | Accenture Strategy
Industry Management Consulting
Experience
Accenture September 2013 - Present
Accenture July 2012 - September 2013
Accenture May 2011 - August 2011
TravisWolff January 2010 - August 2010
TravisWolff January 2009 - December 2009
Deloitte & Touche June 2008 - October 2008
Deloitte September 2006 - June 2008
Limited Brands July 2003 - March 2004
Skills
Financial Analysis, Financial Modeling, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Internal Controls, Auditing, Data Analysis, US GAAP, External Audit, Budgets, Finance Processes, Order to Cash, Record to Report, Finance Strategy, Post Merger Integration, Project Management, Workshop Facilitation, Internal Audit, Management, Finance, Management Consulting, Strategy, Consulting, Leadership, Business Strategy, Analysis
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, Finance and Strategy Concentrations
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2006
BBA and Masters in Professional Accounting
Accenture September 2013 - Present
Accenture July 2012 - September 2013
Accenture May 2011 - August 2011
TravisWolff January 2010 - August 2010
TravisWolff January 2009 - December 2009
Deloitte & Touche June 2008 - October 2008
Deloitte September 2006 - June 2008
Limited Brands July 2003 - March 2004
Skills
Financial Analysis, Financial Modeling, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Internal Controls, Auditing, Data Analysis, US GAAP, External Audit, Budgets, Finance Processes, Order to Cash, Record to Report, Finance Strategy, Post Merger Integration, Project Management, Workshop Facilitation, Internal Audit, Management, Finance, Management Consulting, Strategy, Consulting, Leadership, Business Strategy, Analysis
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, Finance and Strategy Concentrations
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2006
BBA and Masters in Professional Accounting
Ben Boyle, CPA Ben Boyle, CPA's TravisWolff Experience February 2015 - May 2015
Job Interim Controller at Seville Farms
Industry Construction
Experience
Seville Farms June 2015 - Present
TravisWolff February 2015 - May 2015
Megatel Homes July 2014 - December 2014
Robert Half 2012 - 2014
Lewis Equipment 2008 - 2011
Perry Homes - A Trusted Texas Builder In Its 47th Year 1999 - 2007
Arrowwood Cabinetry 1996 - 1999
Norwood Promotional Products 1988 - 1996
Grant Thornton LLP 1986 - 1988
Skills
Cost Accounting, Financial Reporting, Budgeting, Software Implementation, GAAP, Accounting, Cash Flow, Mergers, Revenue Recognition, Internal Controls, US GAAP, Accounting Policy, External Audit, General Ledger, Fixed Assets, Cash Flow Management, Financial Accounting, Great Plains, Consolidation, Cash Management, Audit, Cash Flow Forecasting, Quickbooks, Internal Audit, Financial Planning, Tax, Financial Analysis, Financial Systems, Auditing, Accounts Payable, Reporting & Analysis, International Operations, Capital Budgeting, Financial Management, Accounts Receivable, Forecasting, Working Capital..., M&A due diligence, Budgets, Managerial Finance, SEC filings, Variance Analysis, Sarbanes-Oxley Act, Finance, Financial Statements, Management, Mergers & Acquisitions, Process Improvement, Due Diligence, QuickBooks
Education
Texas A&M University-Kingsville
BBA, Accounting
Seville Farms June 2015 - Present
TravisWolff February 2015 - May 2015
Megatel Homes July 2014 - December 2014
Robert Half 2012 - 2014
Lewis Equipment 2008 - 2011
Perry Homes - A Trusted Texas Builder In Its 47th Year 1999 - 2007
Arrowwood Cabinetry 1996 - 1999
Norwood Promotional Products 1988 - 1996
Grant Thornton LLP 1986 - 1988
Skills
Cost Accounting, Financial Reporting, Budgeting, Software Implementation, GAAP, Accounting, Cash Flow, Mergers, Revenue Recognition, Internal Controls, US GAAP, Accounting Policy, External Audit, General Ledger, Fixed Assets, Cash Flow Management, Financial Accounting, Great Plains, Consolidation, Cash Management, Audit, Cash Flow Forecasting, Quickbooks, Internal Audit, Financial Planning, Tax, Financial Analysis, Financial Systems, Auditing, Accounts Payable, Reporting & Analysis, International Operations, Capital Budgeting, Financial Management, Accounts Receivable, Forecasting, Working Capital..., M&A due diligence, Budgets, Managerial Finance, SEC filings, Variance Analysis, Sarbanes-Oxley Act, Finance, Financial Statements, Management, Mergers & Acquisitions, Process Improvement, Due Diligence, QuickBooks
Education
Texas A&M University-Kingsville
BBA, Accounting
Laura Edwards, CPA, CFE Laura Edwards, CPA, CFE's TravisWolff Experience November 2003 - May 2010
Job Senior Manager at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP September 2011 - Present
BKM Sowan Horan, LLP June 2010 - September 2011
TravisWolff November 2003 - May 2010
Clifton Gunderson LLP June 2001 - October 2003
Skills
Accounting, Sarbanes-Oxley Act, SEC filings
Education
Missouri State University 1998 — 2001
Accounting/Spanish
Crowe Horwath LLP September 2011 - Present
BKM Sowan Horan, LLP June 2010 - September 2011
TravisWolff November 2003 - May 2010
Clifton Gunderson LLP June 2001 - October 2003
Skills
Accounting, Sarbanes-Oxley Act, SEC filings
Education
Missouri State University 1998 — 2001
Accounting/Spanish
Michelle Barton's TravisWolff Experience December 2000 - October 2011
Job CPA/ABV/CFF, ASA Business Valuation & Litigation Support
Industry Accounting
Experience
CF & Co, LLP October 2011 - Present
TravisWolff December 2000 - October 2011
Parente Beard LLC June 2008 - February 2010
Lane Gorman Trubitt PLLC June 1997 - December 2000
Bank of America December 1999 - April 2000
Saville & Company 1995 - 1997
Vink Teague & Associates 1992 - 1995
Skills
Business Valuation, Forensic Accounting, CPA, Mergers & Acquisitions, Litigation Support, Valuation, Analysis, Estate Tax Planning
Education
Texas A&M University-Commerce
In progress
Texas Woman's University 2003 — 2009
In progress, Masters of Library Science (MLS)
Texas A&M University-Commerce 1990 — 1992
Bachelors of Business Administration (BBA)
Dallas County Community College 1988 — 1990
Associates of Arts (AA)
Trinity Valley Community College 1987 — 1988
CF & Co, LLP October 2011 - Present
TravisWolff December 2000 - October 2011
Parente Beard LLC June 2008 - February 2010
Lane Gorman Trubitt PLLC June 1997 - December 2000
Bank of America December 1999 - April 2000
Saville & Company 1995 - 1997
Vink Teague & Associates 1992 - 1995
Skills
Business Valuation, Forensic Accounting, CPA, Mergers & Acquisitions, Litigation Support, Valuation, Analysis, Estate Tax Planning
Education
Texas A&M University-Commerce
In progress
Texas Woman's University 2003 — 2009
In progress, Masters of Library Science (MLS)
Texas A&M University-Commerce 1990 — 1992
Bachelors of Business Administration (BBA)
Dallas County Community College 1988 — 1990
Associates of Arts (AA)
Trinity Valley Community College 1987 — 1988
Chad Bearden Chad Bearden's TravisWolff Experience August 2015 - Present
Job at
Industry Accounting
Experience
TravisWolff August 2015 - Present
Chapman, Hext & Co., P.C. January 2015 - August 2015
Chapman, Hext & Co., P.C. June 2011 - January 2015
Skills
Financial Reporting, General Ledger, Financial Accounting, Financial Analysis, Auditing, QuickBooks, Financial Modeling, Finance, Account Reconciliation, Bookkeeping, Forecasting, Microsoft Excel, Access, Outlook, Financial Audits, Microsoft Word, US GAAP, Cash Flow
Education
Amberton University 2007 — 2011
Bachelor of Business Administration (BBA), Management Accounting
TravisWolff August 2015 - Present
Chapman, Hext & Co., P.C. January 2015 - August 2015
Chapman, Hext & Co., P.C. June 2011 - January 2015
Skills
Financial Reporting, General Ledger, Financial Accounting, Financial Analysis, Auditing, QuickBooks, Financial Modeling, Finance, Account Reconciliation, Bookkeeping, Forecasting, Microsoft Excel, Access, Outlook, Financial Audits, Microsoft Word, US GAAP, Cash Flow
Education
Amberton University 2007 — 2011
Bachelor of Business Administration (BBA), Management Accounting
Grant Juengling Grant Juengling's TravisWolff Experience January 2008 - May 2015
Job Accountant with extensive experience in litigation support, financial investigations, and internal controls consulting.
Industry Accounting
Experience
Juengling, PC May 2015 - Present
TravisWolff January 2008 - May 2015
CNA Insurance July 2007 - January 2008
La Petite October 2004 - June 2007
Deloitte & Touche June 2002 - September 2004
Arthur Andersen 2001 - 2002
Skills
Auditing, Accounting, Financial Reporting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Management, GAAP, US GAAP, CPA, Internal Audit, Financial Accounting, Forensic Accounting, Litigation Support, Expert Witness
Education
Marquette University 1997 — 2001
B.S., Accounting
Juengling, PC May 2015 - Present
TravisWolff January 2008 - May 2015
CNA Insurance July 2007 - January 2008
La Petite October 2004 - June 2007
Deloitte & Touche June 2002 - September 2004
Arthur Andersen 2001 - 2002
Skills
Auditing, Accounting, Financial Reporting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Management, GAAP, US GAAP, CPA, Internal Audit, Financial Accounting, Forensic Accounting, Litigation Support, Expert Witness
Education
Marquette University 1997 — 2001
B.S., Accounting
Jonathan March Jonathan March's TravisWolff Experience January 2012 - Present
Job Tax Manager at TravisWolff, LLP
Industry Accounting
Experience
TravisWolff January 2012 - Present
TravisWolff January 2009 - December 2011
TravisWolff January 2007 - December 2008
Education
University of North Texas 2007 — 2008
MS, Tax Accounting
University of North Texas 2003 — 2006
BS, Accounting
TravisWolff January 2012 - Present
TravisWolff January 2009 - December 2011
TravisWolff January 2007 - December 2008
Education
University of North Texas 2007 — 2008
MS, Tax Accounting
University of North Texas 2003 — 2006
BS, Accounting
Kelly Morgan Gillette Kelly Morgan Gillette's TravisWolff Experience January 2000 - Present
Job Partner, Travis Wolff
Industry Accounting
Experience
TravisWolff January 2000 - Present
Montgomery & Co, CPAs 1996 - 2000
Queen Biel Fissette & Montgomery 1994 - 1996
Skills
Tax Preparation, Accounting, Income Tax, Tax Accounting, Tax, Tax Research, CPA, Tax Returns
Education
University of Texas Dallas 1996 — 1999
MBA, Taxation & Finance
Texas A&M University 1990 — 1994
BBA, Accounting
TravisWolff January 2000 - Present
Montgomery & Co, CPAs 1996 - 2000
Queen Biel Fissette & Montgomery 1994 - 1996
Skills
Tax Preparation, Accounting, Income Tax, Tax Accounting, Tax, Tax Research, CPA, Tax Returns
Education
University of Texas Dallas 1996 — 1999
MBA, Taxation & Finance
Texas A&M University 1990 — 1994
BBA, Accounting
Justin Varnon Justin Varnon's TravisWolff Experience August 2009 - Present
Job Partner at Travis Wolff
Industry Accounting
Experience
TravisWolff August 2009 - Present
BDO Seidman, LLP January 2007 - July 2009
Education
Baylor University - Hankamer School of Business 1996 — 2000
TravisWolff August 2009 - Present
BDO Seidman, LLP January 2007 - July 2009
Education
Baylor University - Hankamer School of Business 1996 — 2000
Ari Berlin Ari Berlin's TravisWolff Experience August 2009 - August 2013
Job Senior Tax Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2013 - Present
TravisWolff August 2009 - August 2013
DDK & Company May 2007 - August 2009
Hansen Hunter and Co. PC November 2003 - April 2007
Education
University of Nevada-Las Vegas 2000 — 2003
BS, Business Administration - Accounting
BDO USA, LLP August 2013 - Present
TravisWolff August 2009 - August 2013
DDK & Company May 2007 - August 2009
Hansen Hunter and Co. PC November 2003 - April 2007
Education
University of Nevada-Las Vegas 2000 — 2003
BS, Business Administration - Accounting
Piper Franco Piper Franco's TravisWolff Experience July 2012 - May 2013
Job Experienced Auditor
Industry Accounting
Experience
TravisWolff July 2012 - May 2013
Bath Junkie Quarry Village January 2009 - September 2009
Papa Dean's Popcorn March 2007 - August 2008
Skills
Financial Statements, GAAP, Accounting, Assurance, Analysis, Budgets, Auditing, Financial Reporting, Internal Controls, Financial Accounting, US GAAP, External Audit, SEC filings, Sarbanes-Oxley Act, QuickBooks, Internal Audit
Education
University of the Incarnate Word 2009 — 2010
Master of Science (M.S.), Accounting
The University of Texas at San Antonio 2007 — 2010
Batchelor of Business Administration, Accounting
TravisWolff July 2012 - May 2013
Bath Junkie Quarry Village January 2009 - September 2009
Papa Dean's Popcorn March 2007 - August 2008
Skills
Financial Statements, GAAP, Accounting, Assurance, Analysis, Budgets, Auditing, Financial Reporting, Internal Controls, Financial Accounting, US GAAP, External Audit, SEC filings, Sarbanes-Oxley Act, QuickBooks, Internal Audit
Education
University of the Incarnate Word 2009 — 2010
Master of Science (M.S.), Accounting
The University of Texas at San Antonio 2007 — 2010
Batchelor of Business Administration, Accounting
Ann Pena Ann Pena's TravisWolff Experience January 2011 - July 2013
Job Senior Tax Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2013 - Present
TravisWolff January 2011 - July 2013
TravisWolff October 2009 - December 2010
Burnside & Rishebarger PLLC January 2002 - September 2009
Deloitte 2003 - 2004
Skills
Tax Accounting, Tax, Accounting, CPA, Income Tax, Corporate Tax, Tax Research, Partnership Taxation, Tax Preparation, Tax Returns, US Tax, International Tax, S Corporations
Education
The University of Texas at San Antonio 2000 — 2002
BBA, Accounting
BDO USA, LLP August 2013 - Present
TravisWolff January 2011 - July 2013
TravisWolff October 2009 - December 2010
Burnside & Rishebarger PLLC January 2002 - September 2009
Deloitte 2003 - 2004
Skills
Tax Accounting, Tax, Accounting, CPA, Income Tax, Corporate Tax, Tax Research, Partnership Taxation, Tax Preparation, Tax Returns, US Tax, International Tax, S Corporations
Education
The University of Texas at San Antonio 2000 — 2002
BBA, Accounting
Cassandra (Stiner) White's TravisWolff Experience April 2014 - Present
Job Human Resources Generalist at TravisWolff
Industry Accounting
Experience
TravisWolff April 2014 - Present
TravisWolff July 2012 - April 2014
TravisWolff June 2011 - July 2012
TravisWolff March 2010 - June 2011
Embassy Suites September 2009 - March 2010
Embassy Suites June 2005 - September 2009
Skills
Internal Communications, Employee Engagement, Recruiting, Training, Research, Employee Benefits, Staff Development, Employee Relations, Human Resources, Event Planning, Social Networking, Customer Service, Budgets, Team Building, Social Media, Event Management, PowerPoint, Public Speaking, Strategic Planning, Leadership, Management, Talent Management, Analysis, Interviews
Education
University of North Texas 2010 — 2015
M.B.A., Organizational Behavior and Human Resource Management, Cum Laude (Overall), Magna Cum Laude (Major)
University of North Texas 2004 — 2009
BBA, Oganizational Behavior & Human Resources
TravisWolff April 2014 - Present
TravisWolff July 2012 - April 2014
TravisWolff June 2011 - July 2012
TravisWolff March 2010 - June 2011
Embassy Suites September 2009 - March 2010
Embassy Suites June 2005 - September 2009
Skills
Internal Communications, Employee Engagement, Recruiting, Training, Research, Employee Benefits, Staff Development, Employee Relations, Human Resources, Event Planning, Social Networking, Customer Service, Budgets, Team Building, Social Media, Event Management, PowerPoint, Public Speaking, Strategic Planning, Leadership, Management, Talent Management, Analysis, Interviews
Education
University of North Texas 2010 — 2015
M.B.A., Organizational Behavior and Human Resource Management, Cum Laude (Overall), Magna Cum Laude (Major)
University of North Texas 2004 — 2009
BBA, Oganizational Behavior & Human Resources
Barry Watson's TravisWolff Experience August 2013 - Present
Job Assurance Senior Manager at TravisWolff
Industry Accounting
Experience
TravisWolff August 2013 - Present
Weaver and Tidwell, LLP January 2001 - August 2013
Magellan Behavioral Health January 1997 - December 2000
Prudential Healthcare January 1996 - January 1997
Skills
CPA, Assurance, Auditing, Tax, GAAP, US GAAP, External Audit, S Corporations, Internal Controls, Tax Accounting, Financial Reporting, Corporate Tax, Financial Accounting, Income Tax
Education
Sam Houston State University 1988 — 1992
BBA, Accounting
TravisWolff August 2013 - Present
Weaver and Tidwell, LLP January 2001 - August 2013
Magellan Behavioral Health January 1997 - December 2000
Prudential Healthcare January 1996 - January 1997
Skills
CPA, Assurance, Auditing, Tax, GAAP, US GAAP, External Audit, S Corporations, Internal Controls, Tax Accounting, Financial Reporting, Corporate Tax, Financial Accounting, Income Tax
Education
Sam Houston State University 1988 — 1992
BBA, Accounting
Stephen Kuehl's TravisWolff Experience June 2006 - August 2006
Job Software Engineer Internship at APCON
Industry Higher Education
Experience
University of Texas at Dallas June 2011 - Present
APCON March 2015 - Present
Mosaic Sales Solutions December 2013 - March 2015
Domino's Pizza August 2009 - January 2012
BJ's Restaurants, Inc. October 2010 - July 2011
University of North Texas July 2008 - August 2009
Subway June 2007 - May 2008
Frito Lay Warehouse June 2004 - September 2007
TravisWolff June 2006 - August 2006
Skills
Java, Programming, C++, PHP, NetBeans, C, Microsoft Office, Eclipse, Team Leadership, Customer Service, Scala, Microsoft Excel, Social Media, Microsoft Word, Outlook, Retail, Sales, Eagle Scout, Windows 7, Microsoft Office 2007, HTML, HTML 5, JavaScript, CSS, MangoDB, MySQL, phpMyAdmin, Android Development, PowerPoint, AngularJS, Node.js, Unix, Linux, Raspberry Pi, Arduino, Android Studio, Android
Education
The University of Texas at Dallas 2012 — 2015
Bachelor's Degree, Software Engineering
University of North Texas 2004 — 2010
Bachelor of Arts and Sciences, General Studies
University of Texas at Dallas June 2011 - Present
APCON March 2015 - Present
Mosaic Sales Solutions December 2013 - March 2015
Domino's Pizza August 2009 - January 2012
BJ's Restaurants, Inc. October 2010 - July 2011
University of North Texas July 2008 - August 2009
Subway June 2007 - May 2008
Frito Lay Warehouse June 2004 - September 2007
TravisWolff June 2006 - August 2006
Skills
Java, Programming, C++, PHP, NetBeans, C, Microsoft Office, Eclipse, Team Leadership, Customer Service, Scala, Microsoft Excel, Social Media, Microsoft Word, Outlook, Retail, Sales, Eagle Scout, Windows 7, Microsoft Office 2007, HTML, HTML 5, JavaScript, CSS, MangoDB, MySQL, phpMyAdmin, Android Development, PowerPoint, AngularJS, Node.js, Unix, Linux, Raspberry Pi, Arduino, Android Studio, Android
Education
The University of Texas at Dallas 2012 — 2015
Bachelor's Degree, Software Engineering
University of North Texas 2004 — 2010
Bachelor of Arts and Sciences, General Studies
Eric Ferley's TravisWolff Experience March 2014 - Present
Job Associate at TravisWolff Corporate Finance
Industry Financial Services
Experience
TravisWolff Corporate Finance January 2015 - Present
TravisWolff March 2014 - Present
Pinnacle Technical Resources November 2011 - March 2014
Merrill Lynch April 2010 - May 2011
Skills
Microsoft SQL Server, Microsoft Excel, Microsoft Office, Visual Studio, Microsoft Word, Microsoft Dynamics, PowerPoint, Analytics, Forecasting, Financial Modeling, Internal Audit, Pricing, Industry Research, Business Intelligence, Business Analysis, Auditing, Finance, Analysis, Vendor Management
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration, Finance
TravisWolff Corporate Finance January 2015 - Present
TravisWolff March 2014 - Present
Pinnacle Technical Resources November 2011 - March 2014
Merrill Lynch April 2010 - May 2011
Skills
Microsoft SQL Server, Microsoft Excel, Microsoft Office, Visual Studio, Microsoft Word, Microsoft Dynamics, PowerPoint, Analytics, Forecasting, Financial Modeling, Internal Audit, Pricing, Industry Research, Business Intelligence, Business Analysis, Auditing, Finance, Analysis, Vendor Management
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration, Finance
Robert Rough's TravisWolff Experience November 2013 - Present
Job Managing Director at TravisWolff Corporate Finance
Industry Management Consulting
Experience
TravisWolff Corporate Finance October 2014 - Present
TravisWolff November 2013 - Present
Pillar Solutions Group, LLC January 2010 - November 2013
GHN-Online, Inc November 2005 - January 2009
Chippenhook Corp September 2001 - March 2005
Wine.com September 2000 - July 2001
Education America June 1998 - August 2000
Center Street Capital Partners March 1994 - May 1998
Harvest Foods, Inc. May 1989 - February 1994
Deloitte & Touche 1985 - 1989
Skills
Venture Capital, Corporate Development, Business Development, Strategic Planning, Private Equity, Start-ups, Due Diligence, Mergers, Creative Financing, Investments, Acquisition Integration, Finance, Mergers & Acquisitions, Restructuring, Management Consulting, Management, Business Strategy, Consulting, Leadership, Team Building, M&A experience, Strategy, Competitive Analysis, Negotiation, Equities, Entrepreneurship, Executive Management, Analysis, Portfolio Management, Acquisitions, Corporate Finance, Financial Analysis
Education
Harvard Business School 1983 — 1985
MBA
Dartmouth College 1976 — 1980
AB, Economics
Westfield High School
TravisWolff Corporate Finance October 2014 - Present
TravisWolff November 2013 - Present
Pillar Solutions Group, LLC January 2010 - November 2013
GHN-Online, Inc November 2005 - January 2009
Chippenhook Corp September 2001 - March 2005
Wine.com September 2000 - July 2001
Education America June 1998 - August 2000
Center Street Capital Partners March 1994 - May 1998
Harvest Foods, Inc. May 1989 - February 1994
Deloitte & Touche 1985 - 1989
Skills
Venture Capital, Corporate Development, Business Development, Strategic Planning, Private Equity, Start-ups, Due Diligence, Mergers, Creative Financing, Investments, Acquisition Integration, Finance, Mergers & Acquisitions, Restructuring, Management Consulting, Management, Business Strategy, Consulting, Leadership, Team Building, M&A experience, Strategy, Competitive Analysis, Negotiation, Equities, Entrepreneurship, Executive Management, Analysis, Portfolio Management, Acquisitions, Corporate Finance, Financial Analysis
Education
Harvard Business School 1983 — 1985
MBA
Dartmouth College 1976 — 1980
AB, Economics
Westfield High School
Matt Fairbrook's TravisWolff Experience February 2006 - July 2008
Job
Industry Consumer Goods
Experience
Self February 2013 - Present
KidKraft Toy and Furniture 2015 - 2015
KidKraft Toy and Furniture 2015 - 2015
Heelys October 2012 - January 2013
Heelys December 2011 - September 2012
Self June 2010 - November 2011
TRAVIS WOLFF, LLP July 2008 - May 2010
TravisWolff February 2006 - July 2008
Jefferson Wells July 2005 - January 2006
Crescent Real Estate April 2005 - June 2005
Skills
Financial Analysis, Forecasting, Budgeting, Financial Management, Cash Management, P&L Management, Mas 90, Investor Relations, Key Performance..., Managerial Finance, Budgets, Financial Modeling, Mergers, Finance, Management, Internal Controls, Mergers & Acquisitions, Strategic Financial..., Financial Reporting, Sarbanes-Oxley Act, Cost Accounting, Cash Flow, Analysis, Consolidation, Auditing
Education
Kaiserslautern American High School
Southern Methodist University
B.A., German
Southern Methodist University - Cox School of Business
B.B.A., Finance
Southern Methodist University - Cox School of Business
M.B.A., Finance
Self February 2013 - Present
KidKraft Toy and Furniture 2015 - 2015
KidKraft Toy and Furniture 2015 - 2015
Heelys October 2012 - January 2013
Heelys December 2011 - September 2012
Self June 2010 - November 2011
TRAVIS WOLFF, LLP July 2008 - May 2010
TravisWolff February 2006 - July 2008
Jefferson Wells July 2005 - January 2006
Crescent Real Estate April 2005 - June 2005
Skills
Financial Analysis, Forecasting, Budgeting, Financial Management, Cash Management, P&L Management, Mas 90, Investor Relations, Key Performance..., Managerial Finance, Budgets, Financial Modeling, Mergers, Finance, Management, Internal Controls, Mergers & Acquisitions, Strategic Financial..., Financial Reporting, Sarbanes-Oxley Act, Cost Accounting, Cash Flow, Analysis, Consolidation, Auditing
Education
Kaiserslautern American High School
Southern Methodist University
B.A., German
Southern Methodist University - Cox School of Business
B.B.A., Finance
Southern Methodist University - Cox School of Business
M.B.A., Finance
Marilyn Kaptain's TravisWolff Experience 1998 - 2001
Job Controller at DeHay & Elliston, LLP
Industry Law Practice
Experience
DeHay & Elliston, LLP June 2013 - Present
Custom Food Group April 2009 - May 2013
Rockpoint Group April 2007 - April 2009
Quality Contractors October 2006 - 2009
TravisWolff 1998 - 2001
Skills
Microsoft Excel, Budget, Accounting, Forecasting, Management, Fixed Assets, Revenue Recognition, Payroll, Microsoft Word, Financial Analysis, Business Analysis, Strategic Financial..., PowerPoint, Microsoft Office, Cash Flow, Cash Management, Internal Controls, Team Building, Strategic Planning, Investments, Operations Management, Small Business, Business Planning
Education
The University of Texas at Arlington 1995 — 2001
Master's degree, Accounting
DeHay & Elliston, LLP June 2013 - Present
Custom Food Group April 2009 - May 2013
Rockpoint Group April 2007 - April 2009
Quality Contractors October 2006 - 2009
TravisWolff 1998 - 2001
Skills
Microsoft Excel, Budget, Accounting, Forecasting, Management, Fixed Assets, Revenue Recognition, Payroll, Microsoft Word, Financial Analysis, Business Analysis, Strategic Financial..., PowerPoint, Microsoft Office, Cash Flow, Cash Management, Internal Controls, Team Building, Strategic Planning, Investments, Operations Management, Small Business, Business Planning
Education
The University of Texas at Arlington 1995 — 2001
Master's degree, Accounting
Trey Dotson's TravisWolff Experience August 2006 - April 2009
Job Senior Tax Specialist at Dresser, Inc.
Industry Accounting
Experience
Dresser, Inc. May 2009 - Present
TravisWolff August 2006 - April 2009
Atmos Energy May 2003 - July 2006
KPMG June 2002 - April 2003
Arthur Andersen July 2001 - May 2002
Deloitte & Touche June 1998 - August 1999
Skills
Accounting
Education
Texas Tech University - Rawls College of Business 1995 — 2001
Masters, Accounting:Taxation
Dresser, Inc. May 2009 - Present
TravisWolff August 2006 - April 2009
Atmos Energy May 2003 - July 2006
KPMG June 2002 - April 2003
Arthur Andersen July 2001 - May 2002
Deloitte & Touche June 1998 - August 1999
Skills
Accounting
Education
Texas Tech University - Rawls College of Business 1995 — 2001
Masters, Accounting:Taxation
Jigna (Sanghavi) Bavishi CPA's TravisWolff Experience 2007 - 2009
Job Accounting / Finance at Atos
Industry Accounting
Experience
Atos July 2015 - Present
Xerox May 2012 - Present
Blockbuster 2010 - May 2012
traviswolff 2007 - 2009
Dibon Solutions Inc. 2003 - 2006
Skills
GAAP, Accounting, SEC filings, Financial Reporting, Internal Audit, Auditing, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Modeling, Financial Accounting, General Ledger, Tax, Variance Analysis, US GAAP, Sarbanes-Oxley, QuickBooks, Accounts Payable, Accounts Receivable, Fixed Assets
Education
Dallas Baptist University 2006 — 2007
MBA, Finance
TSBPA 2002 — 2002
CPA, Accounting
ICAI 1998 — 2001
Chartered Accountant, Accounting
R A Podar 1995 — 2001
MCom, Accounting
Atos July 2015 - Present
Xerox May 2012 - Present
Blockbuster 2010 - May 2012
traviswolff 2007 - 2009
Dibon Solutions Inc. 2003 - 2006
Skills
GAAP, Accounting, SEC filings, Financial Reporting, Internal Audit, Auditing, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Financial Modeling, Financial Accounting, General Ledger, Tax, Variance Analysis, US GAAP, Sarbanes-Oxley, QuickBooks, Accounts Payable, Accounts Receivable, Fixed Assets
Education
Dallas Baptist University 2006 — 2007
MBA, Finance
TSBPA 2002 — 2002
CPA, Accounting
ICAI 1998 — 2001
Chartered Accountant, Accounting
R A Podar 1995 — 2001
MCom, Accounting
Ryan M. Wallace, CPA's TravisWolff Experience June 2006 - October 2007
Job Experienced Tax Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP September 2015 - Present
Grant Thornton LLP October 2014 - September 2015
Wagner, Eubank & Nichols, LLP January 2014 - October 2014
Ernst & Young January 2011 - January 2014
Stoner, Albright & Company September 2009 - November 2010
McGladrey October 2007 - January 2009
TravisWolff June 2006 - October 2007
Skills
Partnership Taxation, Individual Taxation, Corporate Tax, Technical Presentations, Microsoft Excel, Excel Models, VBA, Tax, Accounting, CPA
Education
Montana State University-Bozeman 2005 — 2006
Master, Professional Accountancy
Montana State University-Bozeman 1999 — 2005
Bachelor of Science, Business - Accounting
Grant Thornton LLP September 2015 - Present
Grant Thornton LLP October 2014 - September 2015
Wagner, Eubank & Nichols, LLP January 2014 - October 2014
Ernst & Young January 2011 - January 2014
Stoner, Albright & Company September 2009 - November 2010
McGladrey October 2007 - January 2009
TravisWolff June 2006 - October 2007
Skills
Partnership Taxation, Individual Taxation, Corporate Tax, Technical Presentations, Microsoft Excel, Excel Models, VBA, Tax, Accounting, CPA
Education
Montana State University-Bozeman 2005 — 2006
Master, Professional Accountancy
Montana State University-Bozeman 1999 — 2005
Bachelor of Science, Business - Accounting
Jill Rhodes, CPA's TravisWolff Experience December 2005 - Present
Job Senior Tax Accountant at TravisWolff
Industry Accounting
Experience
TravisWolff December 2005 - Present
Education
University of North Texas 2001 — 2007
Master of Science, Taxation
TravisWolff December 2005 - Present
Education
University of North Texas 2001 — 2007
Master of Science, Taxation
Sio Wan Carol Ieong's TravisWolff Experience January 2005 - May 2007
Job CPA
Industry Accounting
Experience
Global Power Equipment Group August 2013 - Present
RSM McGladrey March 2011 - August 2013
KPMG May 2007 - March 2011
TravisWolff January 2005 - May 2007
Skills
Income Tax, Tax Research, Corporate Tax, CPA, Tax Accounting, US Tax, GAAP, Tax Preparation, US GAAP, Tax Returns, FIN 48, S Corporations, Financial Reporting
Education
Abilene Christian University 2002 — 2004
Master's degree, Accounting
Global Power Equipment Group August 2013 - Present
RSM McGladrey March 2011 - August 2013
KPMG May 2007 - March 2011
TravisWolff January 2005 - May 2007
Skills
Income Tax, Tax Research, Corporate Tax, CPA, Tax Accounting, US Tax, GAAP, Tax Preparation, US GAAP, Tax Returns, FIN 48, S Corporations, Financial Reporting
Education
Abilene Christian University 2002 — 2004
Master's degree, Accounting
Chase McElwee, CPA's TravisWolff Experience January 2007 - November 2008
Job Tax Manager at CyrusOne
Industry Accounting
Experience
CyrusOne November 2014 - Present
CyrusOne November 2013 - November 2014
BKD CPAs & Advisors November 2011 - October 2013
BKD, LLP January 2009 - November 2011
TravisWolff January 2007 - November 2008
Skills
Income Tax, Tax Research, Tax, Tax Accounting, Partnership Taxation, Corporate Tax, Accounting, Tax Preparation, CPA
Education
University of North Texas 2004 — 2008
Master's Degree, Taxation
The University of Texas at Dallas 2002 — 2004
N/A, Accounting
University of Alabama
Food and Nutrition
CyrusOne November 2014 - Present
CyrusOne November 2013 - November 2014
BKD CPAs & Advisors November 2011 - October 2013
BKD, LLP January 2009 - November 2011
TravisWolff January 2007 - November 2008
Skills
Income Tax, Tax Research, Tax, Tax Accounting, Partnership Taxation, Corporate Tax, Accounting, Tax Preparation, CPA
Education
University of North Texas 2004 — 2008
Master's Degree, Taxation
The University of Texas at Dallas 2002 — 2004
N/A, Accounting
University of Alabama
Food and Nutrition
Dario Menchaca's TravisWolff Experience 2007 - May 2011
Job Senior Tax Accountant at Ernst & Young
Industry Accounting
Experience
Ernst & Young May 2011 - Present
TravisWolff 2007 - May 2011
Skills
Corporate Tax, Tax, Tax Research, CPA, Trusts, Income Tax, Accounting
Education
St. Mary's University 2002 — 2006
BBA, Accounting
High School 1999 — 2002
Diploma
Ernst & Young May 2011 - Present
TravisWolff 2007 - May 2011
Skills
Corporate Tax, Tax, Tax Research, CPA, Trusts, Income Tax, Accounting
Education
St. Mary's University 2002 — 2006
BBA, Accounting
High School 1999 — 2002
Diploma
Isaac Peace's TravisWolff Experience September 2014 - Present
Job Audit & Assurance Manager at TravisWolff
Industry Accounting
Experience
TravisWolff September 2014 - Present
McGladrey February 2013 - September 2014
Hawkins Cloward & Simister November 2011 - February 2013
McGladrey & Pullen October 2010 - November 2011
McGladrey & Pullen September 2009 - October 2010
McGladrey August 2007 - September 2009
McGladrey July 2005 - August 2007
Skills
Accounting, CPA, GAAP, SEC filings, Internal Controls, Auditing, US GAAP, Assurance, Revenue Recognition, Sarbanes-Oxley Act, Financial Statements, Corporate Tax, Tax Research
Education
Southern Utah University 2001 — 2005
Brigham Young University - Idaho 1997 — 2001
Associate of Arts, International Studies
TravisWolff September 2014 - Present
McGladrey February 2013 - September 2014
Hawkins Cloward & Simister November 2011 - February 2013
McGladrey & Pullen October 2010 - November 2011
McGladrey & Pullen September 2009 - October 2010
McGladrey August 2007 - September 2009
McGladrey July 2005 - August 2007
Skills
Accounting, CPA, GAAP, SEC filings, Internal Controls, Auditing, US GAAP, Assurance, Revenue Recognition, Sarbanes-Oxley Act, Financial Statements, Corporate Tax, Tax Research
Education
Southern Utah University 2001 — 2005
Brigham Young University - Idaho 1997 — 2001
Associate of Arts, International Studies
Colin Cooksey's TravisWolff Experience December 2013 - August 2014
Job Tax Staff at Sanders & Company, LLC
Industry Accounting
Experience
Sanders & Company, LLC August 2014 - Present
TravisWolff December 2013 - August 2014
Nicholas Montgomery January 2013 - December 2013
Whitley Penn January 2012 - April 2012
McMahon Insurance Group January 2006 - December 2008
Austin Telco FCU March 2003 - December 2005
Skills
CPA, QuickBooks, Accounting, Microsoft Excel, Microsoft Word, General Ledger, Financial Reporting, PowerPoint, Tax, Peachtree, Financial Accounting, Tax Preparation, US GAAP, Income Tax, Tax Accounting, GoSystems, ProSystem fx Tax
Education
Texas Tech University - Rawls College of Business 2011 — 2012
MSA, Accounting
Texas Tech University - Rawls College of Business 2009 — 2011
BBA, Accounting, 3.67
Sanders & Company, LLC August 2014 - Present
TravisWolff December 2013 - August 2014
Nicholas Montgomery January 2013 - December 2013
Whitley Penn January 2012 - April 2012
McMahon Insurance Group January 2006 - December 2008
Austin Telco FCU March 2003 - December 2005
Skills
CPA, QuickBooks, Accounting, Microsoft Excel, Microsoft Word, General Ledger, Financial Reporting, PowerPoint, Tax, Peachtree, Financial Accounting, Tax Preparation, US GAAP, Income Tax, Tax Accounting, GoSystems, ProSystem fx Tax
Education
Texas Tech University - Rawls College of Business 2011 — 2012
MSA, Accounting
Texas Tech University - Rawls College of Business 2009 — 2011
BBA, Accounting, 3.67
Lisa Cortes's TravisWolff Experience February 2011 - October 2013
Job Executive Assistant National Executive Assistant Team at EY
Industry Accounting
Experience
EY July 2014 - Present
EY December 2013 - June 2014
TravisWolff February 2011 - October 2013
Travis Wolff, LLP February 2011 - October 2013
Travis Wolff, LLP December 2001 - October 2013
Travis Wolff & Company, LLP August 2007 - February 2011
TravisWolff August 2007 - January 2011
TravisWolff December 2001 - July 2007
Travis, Wolff & Company, L.L.P December 2001 - July 2007
Delta Dallas Companies December 2000 - November 2001
Skills
Microsoft Office, CCH ProSystem fx, Prosystems fx Engagement, Superform Tax Forms, Adobe Acrobat, Travel, Prosystems fx Practice..., Management, Customer Service, Invoicing, QuickBooks, Human Resources, Payroll, SEC filings, Tax, Tax Accounting, Accounts Payable, ProSystem fx Tax, Auditing, Training, Account Reconciliation, Income Tax, Leadership, Accounting, Administrative..., Facilities Management, Tax Preparation, General Ledger, Administrative..., Financial Reporting, Financial Accounting
Education
Richland Community College 1998 — 2001
Richland Community College
Associates, Office Technology; Applied Sciences
EY July 2014 - Present
EY December 2013 - June 2014
TravisWolff February 2011 - October 2013
Travis Wolff, LLP February 2011 - October 2013
Travis Wolff, LLP December 2001 - October 2013
Travis Wolff & Company, LLP August 2007 - February 2011
TravisWolff August 2007 - January 2011
TravisWolff December 2001 - July 2007
Travis, Wolff & Company, L.L.P December 2001 - July 2007
Delta Dallas Companies December 2000 - November 2001
Skills
Microsoft Office, CCH ProSystem fx, Prosystems fx Engagement, Superform Tax Forms, Adobe Acrobat, Travel, Prosystems fx Practice..., Management, Customer Service, Invoicing, QuickBooks, Human Resources, Payroll, SEC filings, Tax, Tax Accounting, Accounts Payable, ProSystem fx Tax, Auditing, Training, Account Reconciliation, Income Tax, Leadership, Accounting, Administrative..., Facilities Management, Tax Preparation, General Ledger, Administrative..., Financial Reporting, Financial Accounting
Education
Richland Community College 1998 — 2001
Richland Community College
Associates, Office Technology; Applied Sciences
Shelley Goldsberry's TravisWolff Experience June 2005 - November 2012
Job Senior Level Retirement Plan Administrator
Industry Financial Services
Experience
Nova 401(k) Associates November 2012 - February 2014
TravisWolff June 2005 - November 2012
Milliman September 2004 - May 2005
TravisWolff October 2002 - August 2004
America's 401(k) October 1995 - September 2002
Skills
Accounting, Mergers & Acquisitions, Employee Benefits, 401k, Financial Accounting, Retirement Planning, Internal Controls, Tax, GAAP, Auditing, Financial Reporting, Profit Sharing, Retirement Plan..., CPA, Sarbanes-Oxley Act, ERISA, QuickBooks, Financial Analysis, Financial Services
Education
The University of Texas at Dallas 1994 — 1997
Bachelor of Science (B.S.), Economics and Finance
Nova 401(k) Associates November 2012 - February 2014
TravisWolff June 2005 - November 2012
Milliman September 2004 - May 2005
TravisWolff October 2002 - August 2004
America's 401(k) October 1995 - September 2002
Skills
Accounting, Mergers & Acquisitions, Employee Benefits, 401k, Financial Accounting, Retirement Planning, Internal Controls, Tax, GAAP, Auditing, Financial Reporting, Profit Sharing, Retirement Plan..., CPA, Sarbanes-Oxley Act, ERISA, QuickBooks, Financial Analysis, Financial Services
Education
The University of Texas at Dallas 1994 — 1997
Bachelor of Science (B.S.), Economics and Finance
Ben Crowther's TravisWolff Experience August 2008 - September 2010
Job IFRS Manager at SunPower Corporation
Industry Accounting
Experience
SunPower Corporation March 2012 - Present
SunPower Corporation August 2011 - March 2012
Clifton Gunderson LLP August 2010 - August 2011
TravisWolff August 2008 - September 2010
PricewaterhouseCoopers January 2005 - August 2008
Perot Systems 2004 - 2004
Skills
Internal Controls, US GAAP, Auditing, Sarbanes-Oxley Act, Financial Reporting, IFRS
Education
London School of Economics and Political Science 2001 — 2004
Bachelor of Science (BSc), Accounting and Finance
The London School of Economics and Political Science (LSE) 2001 — 2004
BSc, Accounting & Finance
SunPower Corporation March 2012 - Present
SunPower Corporation August 2011 - March 2012
Clifton Gunderson LLP August 2010 - August 2011
TravisWolff August 2008 - September 2010
PricewaterhouseCoopers January 2005 - August 2008
Perot Systems 2004 - 2004
Skills
Internal Controls, US GAAP, Auditing, Sarbanes-Oxley Act, Financial Reporting, IFRS
Education
London School of Economics and Political Science 2001 — 2004
Bachelor of Science (BSc), Accounting and Finance
The London School of Economics and Political Science (LSE) 2001 — 2004
BSc, Accounting & Finance
Harold Gaar's TravisWolff Experience November 2005 - October 2013
Job Chief Executive Officer at Apple Growth Partners
Industry Accounting
Experience
Apple Growth Partners January 2014 - Present
TravisWolff November 2005 - October 2013
Belo and The Dallas Morning News 1976 - 2004
Skills
Financial Analysis, Mergers & Acquisitions, Strategic Planning, Leadership, Business Development
Education
Southern Methodist University 1973 — 1976
Bachelor of Science
Highland Park, Texas
Apple Growth Partners January 2014 - Present
TravisWolff November 2005 - October 2013
Belo and The Dallas Morning News 1976 - 2004
Skills
Financial Analysis, Mergers & Acquisitions, Strategic Planning, Leadership, Business Development
Education
Southern Methodist University 1973 — 1976
Bachelor of Science
Highland Park, Texas
Cherri Jackson's TravisWolff Experience February 2006 - Present
Job Manager/Consultant at Travis Wolff, LLP
Industry Financial Services
Experience
TravisWolff February 2006 - Present
BenefitData Services November 1989 - November 2002
Skills
Training, Employee Benefits, Accounting, Process Improvement, 401k, Financial Analysis
Education
Southeastern Louisiana University
TravisWolff February 2006 - Present
BenefitData Services November 1989 - November 2002
Skills
Training, Employee Benefits, Accounting, Process Improvement, 401k, Financial Analysis
Education
Southeastern Louisiana University
Marcie Finnigan, CPA's TravisWolff Experience July 2014 - Present
Job Tax Manager at Weaver
Industry Accounting
Experience
Weaver June 2015 - Present
TravisWolff July 2014 - Present
TravisWolff September 2005 - June 2014
CF & Co, LLP August 2004 - August 2005
Brodnax & Karnes, LP April 2000 - July 2004
Skills
Tax, Estate Planning, Income Tax, High Net Worth..., Tax Preparation, Wealth Management, Private Equity, Strategic Planning, Corporate Tax, CPA, GAAP, Tax Accounting, Accounting, Auditing, Sarbanes-Oxley Act
Education
Keller Graduate School 2008 — 2013
MBA, Accounting
University of Phoenix 2007 — 2009
Bachelor's Degree, Accounting
Texas State University-San Marcos 2004 — 2006
Undergraduate Accounting
Weaver June 2015 - Present
TravisWolff July 2014 - Present
TravisWolff September 2005 - June 2014
CF & Co, LLP August 2004 - August 2005
Brodnax & Karnes, LP April 2000 - July 2004
Skills
Tax, Estate Planning, Income Tax, High Net Worth..., Tax Preparation, Wealth Management, Private Equity, Strategic Planning, Corporate Tax, CPA, GAAP, Tax Accounting, Accounting, Auditing, Sarbanes-Oxley Act
Education
Keller Graduate School 2008 — 2013
MBA, Accounting
University of Phoenix 2007 — 2009
Bachelor's Degree, Accounting
Texas State University-San Marcos 2004 — 2006
Undergraduate Accounting
Joe Baze, CPA, CMA's TravisWolff Experience January 2007 - May 2007
Job Senior Associate at Bland Garvey, PC
Industry Accounting
Experience
Bland Garvey, PC July 2013 - Present
Queen Biel Fisette PC January 2010 - July 2013
Brimmer, Burek & Keelan June 2007 - November 2008
TravisWolff January 2007 - May 2007
Skills
Financial Reporting, Accounting, Tax, Auditing, GAAP, Assurance, Tax Preparation
Education
University of Tampa 2007 — 2008
Accounting
University of North Texas 2001 — 2003
Business Management
Bland Garvey, PC July 2013 - Present
Queen Biel Fisette PC January 2010 - July 2013
Brimmer, Burek & Keelan June 2007 - November 2008
TravisWolff January 2007 - May 2007
Skills
Financial Reporting, Accounting, Tax, Auditing, GAAP, Assurance, Tax Preparation
Education
University of Tampa 2007 — 2008
Accounting
University of North Texas 2001 — 2003
Business Management
Jonathan (JD) Hall, CPA's TravisWolff Experience January 2009 - February 2011
Job Assistant Vice President at Frost Bank
Industry Banking
Experience
Frost Bank October 2012 - Present
Frost Bank February 2011 - October 2012
TravisWolff January 2009 - February 2011
KPMG September 2007 - November 2008
Skills
Commercial Banking, Accounting, Auditing, Financial Risk, Financial Services, GAAP, Internal Controls, Management, Finance, Financial Analysis, US GAAP, Banking
Education
Texas A&M University 2002 — 2007
BBA, Accounting
Texas A&M University - Mays Business School 2002 — 2007
MS, Finance
Frost Bank October 2012 - Present
Frost Bank February 2011 - October 2012
TravisWolff January 2009 - February 2011
KPMG September 2007 - November 2008
Skills
Commercial Banking, Accounting, Auditing, Financial Risk, Financial Services, GAAP, Internal Controls, Management, Finance, Financial Analysis, US GAAP, Banking
Education
Texas A&M University 2002 — 2007
BBA, Accounting
Texas A&M University - Mays Business School 2002 — 2007
MS, Finance
David Brumbalow's TravisWolff Experience November 2008 - June 2010
Job Accounting Manager at American Eagle Airlines
Industry Accounting
Experience
American Eagle Airlines June 2013 - Present
American Eagle Airlines June 2010 - June 2013
TravisWolff November 2008 - June 2010
KPMG September 2005 - November 2008
Skills
Financial Reporting, US GAAP, Accounting, SEC filings, Financial Analysis, Internal Controls, CPA, Financial Statement..., Sarbanes-Oxley Act, GAAP, Auditing, Financial Accounting, Financial Statements, Sarbanes-Oxley, External Audit
Education
Southern Methodist University 2000 — 2005
Masters, Accounting
American Eagle Airlines June 2013 - Present
American Eagle Airlines June 2010 - June 2013
TravisWolff November 2008 - June 2010
KPMG September 2005 - November 2008
Skills
Financial Reporting, US GAAP, Accounting, SEC filings, Financial Analysis, Internal Controls, CPA, Financial Statement..., Sarbanes-Oxley Act, GAAP, Auditing, Financial Accounting, Financial Statements, Sarbanes-Oxley, External Audit
Education
Southern Methodist University 2000 — 2005
Masters, Accounting
Tony Field's TravisWolff Experience January 2014 - Present
Job Senior Tax Accountant
Industry Accounting
Experience
TravisWolff January 2014 - Present
Sproles Woodard LLP January 2012 - January 2014
Anderson's Pro Flooring September 2008 - January 2012
Thomson Learning/Cengage Learning February 2004 - February 2008
UBS 2002 - 2003
Education
University of North Texas 2008 — 2011
Master of Science, Taxation
University of California, Irvine 1990 — 1994
Bachelor of Arts, History
TravisWolff January 2014 - Present
Sproles Woodard LLP January 2012 - January 2014
Anderson's Pro Flooring September 2008 - January 2012
Thomson Learning/Cengage Learning February 2004 - February 2008
UBS 2002 - 2003
Education
University of North Texas 2008 — 2011
Master of Science, Taxation
University of California, Irvine 1990 — 1994
Bachelor of Arts, History
Jerri Hammer's TravisWolff Experience August 2007 - Present
Job Partner, Practice Group Leader, Business & Individual Tax and Advisory at Travis Wolff
Industry Accounting
Experience
TravisWolff August 2007 - Present
Lane Gorman Trubitt, L.L.P. August 1997 - August 2007
Skills
CPA, Trusts, Tax Law, Estate Planning, Tax, Succession Planning, Forensic Accounting, Private Equity, Corporate Tax, Income Tax, Accounting, Private Foundations, SEC filings, Estate Law, Auditing, Financial Modeling, Financial Planners, Legal Writing, Governance, Financial Analysis, Financial Accounting, Wealth, Small Business, Tax Preparation, IRS, Strategic Planning, Strategic Financial..., Financial Advisory, Tax Accounting, Management, GAAP, High Net Worth..., Mergers & Acquisitions, Partnership Taxation, Nonprofits, QuickBooks, Charities, General Ledger, Tax Returns, Legal Advice, US GAAP, Litigation Support, Sarbanes-Oxley Act, Business Valuation, Fiduciary, Estate Tax Planning, International Tax, Internal Controls, Bankruptcy, Financial Reporting
Education
The University of Texas at Dallas 1995 — 1997
Masters in Accounting, Accounting & Business
The University of Texas School of Law 1984 — 1986
JD, Law
The University of Texas at Austin 1981 — 1983
BA, English, Economics & Mathmatics
TravisWolff August 2007 - Present
Lane Gorman Trubitt, L.L.P. August 1997 - August 2007
Skills
CPA, Trusts, Tax Law, Estate Planning, Tax, Succession Planning, Forensic Accounting, Private Equity, Corporate Tax, Income Tax, Accounting, Private Foundations, SEC filings, Estate Law, Auditing, Financial Modeling, Financial Planners, Legal Writing, Governance, Financial Analysis, Financial Accounting, Wealth, Small Business, Tax Preparation, IRS, Strategic Planning, Strategic Financial..., Financial Advisory, Tax Accounting, Management, GAAP, High Net Worth..., Mergers & Acquisitions, Partnership Taxation, Nonprofits, QuickBooks, Charities, General Ledger, Tax Returns, Legal Advice, US GAAP, Litigation Support, Sarbanes-Oxley Act, Business Valuation, Fiduciary, Estate Tax Planning, International Tax, Internal Controls, Bankruptcy, Financial Reporting
Education
The University of Texas at Dallas 1995 — 1997
Masters in Accounting, Accounting & Business
The University of Texas School of Law 1984 — 1986
JD, Law
The University of Texas at Austin 1981 — 1983
BA, English, Economics & Mathmatics
Julie Hoang's TravisWolff Experience May 2008 - Present
Job Tax Accountant at TravisWolff
Industry Accounting
Experience
TravisWolff May 2008 - Present
Education
The University of Texas at Dallas 2004 — 2008
TravisWolff May 2008 - Present
Education
The University of Texas at Dallas 2004 — 2008
Chasity Sharp Grice's TravisWolff Experience August 2008 - January 2010
Job Attorney at Sharp Legal Group
Industry Legal Services
Experience
Sharp Legal Group December 2009 - Present
TravisWolff August 2008 - January 2010
Travis Wolff and Company August 2008 - January 2010
Lane Gorman Trubitt, L.L.P. July 2007 - September 2008
Skills
Trusts, Estate Administration, Estate Planning, Guardianship, Estate Law, Tax, Gift Tax, Family Law, Small Business, Fiduciary, Wills, Litigation, Corporate Tax, Partnership Taxation, Income Tax, Estate Tax Planning, Litigation Support, IRS, Appeals, LLC, Courts, Business Formation, Personal Injury..., Trials
Education
The University of Texas at Dallas - School of Management 2007 — 2010
M.S., Accounting
University of Tennessee College of Law 2004 — 2007
J.D., Law (Transactional Tax Planning)
Clark Atlanta University 2001 — 2004
B.A., English/French
Sharp Legal Group December 2009 - Present
TravisWolff August 2008 - January 2010
Travis Wolff and Company August 2008 - January 2010
Lane Gorman Trubitt, L.L.P. July 2007 - September 2008
Skills
Trusts, Estate Administration, Estate Planning, Guardianship, Estate Law, Tax, Gift Tax, Family Law, Small Business, Fiduciary, Wills, Litigation, Corporate Tax, Partnership Taxation, Income Tax, Estate Tax Planning, Litigation Support, IRS, Appeals, LLC, Courts, Business Formation, Personal Injury..., Trials
Education
The University of Texas at Dallas - School of Management 2007 — 2010
M.S., Accounting
University of Tennessee College of Law 2004 — 2007
J.D., Law (Transactional Tax Planning)
Clark Atlanta University 2001 — 2004
B.A., English/French
Amanda Hemker's TravisWolff Experience November 2010 - August 2013
Job Assistant Corporate Controller at Daseke, Inc.
Industry Accounting
Experience
Daseke, Inc. August 2013 - Present
TravisWolff November 2010 - August 2013
Whitley Penn, LLP November 2006 - November 2010
Johnson Miller and Company 2002 - 2006
Skills
SEC filings, CPA, Auditing, GAAP, US GAAP, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Certified Fraud Examiner, Financial Accounting, Tax, Assurance, External Audit, Finance, Revenue Recognition
Education
Southwestern University 1998 — 2002
BA, Business and Political Science
Fort Hays State University 2004 — 2006
BA, Sociology
Daseke, Inc. August 2013 - Present
TravisWolff November 2010 - August 2013
Whitley Penn, LLP November 2006 - November 2010
Johnson Miller and Company 2002 - 2006
Skills
SEC filings, CPA, Auditing, GAAP, US GAAP, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Certified Fraud Examiner, Financial Accounting, Tax, Assurance, External Audit, Finance, Revenue Recognition
Education
Southwestern University 1998 — 2002
BA, Business and Political Science
Fort Hays State University 2004 — 2006
BA, Sociology
Tim Horan's TravisWolff Experience August 1998 - February 2010
Job Partner at BKM Sowan Horan, LLP
Industry Accounting
Experience
BKM Sowan Horan, LLP June 2010 - Present
TravisWolff August 1998 - February 2010
BDO Seidman September 1986 - July 1998
Grant Thornton December 1983 - August 1986
Education
Texas Tech University 1976 — 1980
BBA, Accounting
BKM Sowan Horan, LLP June 2010 - Present
TravisWolff August 1998 - February 2010
BDO Seidman September 1986 - July 1998
Grant Thornton December 1983 - August 1986
Education
Texas Tech University 1976 — 1980
BBA, Accounting
Mika Sakaguchi's TravisWolff Experience November 2010 - Present
Job Senior Audit Associate at TravisWolff
Industry Accounting
Experience
TravisWolff November 2010 - Present
Rothstein Kass January 2008 - August 2010
Skills
Intermediate Japanese, Auditing, Accounting, Financial Analysis, Financial Reporting, US GAAP, Financial Accounting, GAAP, CPA, General Ledger
Education
Baylor University - Hankamer School of Business 2003 — 2007
BBA, Accounting
Baylor University - Hankamer School of Business
Bachelor of Business Administration (B.B.A.), Accounting
TravisWolff November 2010 - Present
Rothstein Kass January 2008 - August 2010
Skills
Intermediate Japanese, Auditing, Accounting, Financial Analysis, Financial Reporting, US GAAP, Financial Accounting, GAAP, CPA, General Ledger
Education
Baylor University - Hankamer School of Business 2003 — 2007
BBA, Accounting
Baylor University - Hankamer School of Business
Bachelor of Business Administration (B.B.A.), Accounting
AJ Sims's TravisWolff Experience January 2008 - November 2010
Job Manager, Accounting and Controls at Sam's Club
Industry Accounting
Experience
Walmart April 2015 - Present
Sam's Club October 2012 - April 2015
KPMG December 2010 - October 2012
TravisWolff January 2008 - November 2010
Bradley Clarke and Associates June 2006 - November 2007
Riverstone Residential Group January 2006 - February 2006
Trammell Crow Residential February 2005 - December 2005
Skills
Internal Controls, Leadership, Auditing, Accounting, Financial Statements, Public Speaking, GAAP, Financial Reporting, US GAAP, Sarbanes-Oxley Act
Education
The University of Texas at Arlington 2000 — 2008
BBA, Accounting
Walmart April 2015 - Present
Sam's Club October 2012 - April 2015
KPMG December 2010 - October 2012
TravisWolff January 2008 - November 2010
Bradley Clarke and Associates June 2006 - November 2007
Riverstone Residential Group January 2006 - February 2006
Trammell Crow Residential February 2005 - December 2005
Skills
Internal Controls, Leadership, Auditing, Accounting, Financial Statements, Public Speaking, GAAP, Financial Reporting, US GAAP, Sarbanes-Oxley Act
Education
The University of Texas at Arlington 2000 — 2008
BBA, Accounting
Azam Siddiq's TravisWolff Experience January 2008 - October 2008
Job Tax Senior Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers November 2010 - Present
BDO Seidman, LLP October 2008 - November 2010
TravisWolff January 2008 - October 2008
Fossil October 2007 - December 2007
Skills
Tax, Corporate Tax, Tax Accounting, Partnership Taxation, US GAAP, Tax Research, Accounting, Income Tax, Sarbanes-Oxley Act
Education
The University of Texas at Arlington 2005 — 2007
BBA, Accounting
cadet college petaro
PricewaterhouseCoopers November 2010 - Present
BDO Seidman, LLP October 2008 - November 2010
TravisWolff January 2008 - October 2008
Fossil October 2007 - December 2007
Skills
Tax, Corporate Tax, Tax Accounting, Partnership Taxation, US GAAP, Tax Research, Accounting, Income Tax, Sarbanes-Oxley Act
Education
The University of Texas at Arlington 2005 — 2007
BBA, Accounting
cadet college petaro
Chris Fabila, CPA's TravisWolff Experience August 2011 - September 2012
Job Internal Audit and Controls Specialist at Matador Resources Company
Industry Accounting
Experience
Matador Resources Company June 2014 - Present
J-W Energy Company October 2012 - June 2014
TravisWolff August 2011 - September 2012
Hein & Associates 2006 - 2011
Skills
US GAAP, SEC filings, CPA, Auditing, Internal Audit, GAAP, Sarbanes-Oxley, Financial Accounting, External Audit, Assurance, Financial Audits, IFRS, SEC Filings, Internal Controls, Financial Reporting, Account Reconciliation, Finance, Financial Analysis, Income Tax
Education
Texas Tech University
University of North Texas
Matador Resources Company June 2014 - Present
J-W Energy Company October 2012 - June 2014
TravisWolff August 2011 - September 2012
Hein & Associates 2006 - 2011
Skills
US GAAP, SEC filings, CPA, Auditing, Internal Audit, GAAP, Sarbanes-Oxley, Financial Accounting, External Audit, Assurance, Financial Audits, IFRS, SEC Filings, Internal Controls, Financial Reporting, Account Reconciliation, Finance, Financial Analysis, Income Tax
Education
Texas Tech University
University of North Texas
Christopher Odom, CPA's TravisWolff Experience January 2010 - October 2011
Job Tax Manager at Armstrong Backus & Co. LLP
Industry Accounting
Experience
Armstrong Backus & Co. LLP December 2014 - Present
Armstrong Backus & Co. LLP August 2012 - December 2014
Armstrong Backus & Co. LLP November 2011 - August 2012
TravisWolff January 2010 - October 2011
Oliver, Rainey, & Wojtek, L.L.P. June 2008 - May 2009
Skills
Financial Planners, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, Corporate Tax, Income Tax, GAAP, Tax Returns, Tax, Analysis, CPA, Accounting, Financial Analysis, Tax Accounting, Microsoft Office, Wealth Management, QuickBooks, Partnership Taxation, Budgets, Financial Reporting, Tax Preparation
Education
Angelo State University 2004 — 2009
MBA/BBA, Accounting
Armstrong Backus & Co. LLP December 2014 - Present
Armstrong Backus & Co. LLP August 2012 - December 2014
Armstrong Backus & Co. LLP November 2011 - August 2012
TravisWolff January 2010 - October 2011
Oliver, Rainey, & Wojtek, L.L.P. June 2008 - May 2009
Skills
Financial Planners, Financial Accounting, Sarbanes-Oxley Act, Internal Controls, Corporate Tax, Income Tax, GAAP, Tax Returns, Tax, Analysis, CPA, Accounting, Financial Analysis, Tax Accounting, Microsoft Office, Wealth Management, QuickBooks, Partnership Taxation, Budgets, Financial Reporting, Tax Preparation
Education
Angelo State University 2004 — 2009
MBA/BBA, Accounting
LaPortia Hurse's TravisWolff Experience May 2012 - October 2014
Job Managing Principal at Stewardship Consulting, LLC
Industry Accounting
Experience
Stewardship Consulting, LLC October 2014 - Present
TravisWolff May 2012 - October 2014
TravisWolff January 2012 - May 2012
Whitley Penn June 2011 - October 2011
Fidelity Investments April 2010 - June 2011
Moore Landscaping December 2009 - April 2010
City of Dallas May 2009 - August 2009
BNSF Railway May 2008 - August 2008
Skills
CPA Exam Candidate, Account Reconciliation, Financial Analysis, Tax, Finance, Payroll, Accounts Payable, Financial Statements, Accounts Receivable, Analysis, Budgets, Tax Preparation, Management, Process Improvement, Leadership, Bookkeeping, Human Resources
Education
University of North Texas 2011 — 2012
Master's Degree, Taxation
University of North Texas 2010 — 2011
Master's Degree, Finance, General
Texas A&M University 2006 — 2009
Bachelor's Degree, Accounting
Stewardship Consulting, LLC October 2014 - Present
TravisWolff May 2012 - October 2014
TravisWolff January 2012 - May 2012
Whitley Penn June 2011 - October 2011
Fidelity Investments April 2010 - June 2011
Moore Landscaping December 2009 - April 2010
City of Dallas May 2009 - August 2009
BNSF Railway May 2008 - August 2008
Skills
CPA Exam Candidate, Account Reconciliation, Financial Analysis, Tax, Finance, Payroll, Accounts Payable, Financial Statements, Accounts Receivable, Analysis, Budgets, Tax Preparation, Management, Process Improvement, Leadership, Bookkeeping, Human Resources
Education
University of North Texas 2011 — 2012
Master's Degree, Taxation
University of North Texas 2010 — 2011
Master's Degree, Finance, General
Texas A&M University 2006 — 2009
Bachelor's Degree, Accounting
Amber Nguyen, CPA's TravisWolff Experience January 2013 - Present
Job Firm Manager at Law Office of Andy Nguyen, PLLC
Industry Accounting
Experience
Law Office of Andy Nguyen, PLLC August 2013 - Present
TravisWolff January 2013 - Present
Whitley Penn June 2012 - January 2013
Nguyen Tran Law Firm, PLLC August 2010 - June 2012
Whitley Penn LLP January 2011 - April 2011
Nguyen Tran Law Firm PLLC August 2009 - August 2010
Skills
Bookkeeping, Bankruptcy, Tax Return Preparation, Personal Injury..., Partnership Taxation, Divorce Law, Immigration Law, Commercial Litigation, Multilingual, Taxations, Accounting, Peachtree, Tax Preparation, Tax Returns
Education
The University of Texas at Arlington 2009 — 2011
BBA, Accounting
Weber State University 2001 — 2003
Biology, General
Law Office of Andy Nguyen, PLLC August 2013 - Present
TravisWolff January 2013 - Present
Whitley Penn June 2012 - January 2013
Nguyen Tran Law Firm, PLLC August 2010 - June 2012
Whitley Penn LLP January 2011 - April 2011
Nguyen Tran Law Firm PLLC August 2009 - August 2010
Skills
Bookkeeping, Bankruptcy, Tax Return Preparation, Personal Injury..., Partnership Taxation, Divorce Law, Immigration Law, Commercial Litigation, Multilingual, Taxations, Accounting, Peachtree, Tax Preparation, Tax Returns
Education
The University of Texas at Arlington 2009 — 2011
BBA, Accounting
Weber State University 2001 — 2003
Biology, General
Candace Stevenson, CPA's TravisWolff Experience February 2011 - May 2011
Job Senior Financial Analyst at Johnson & Johnson
Industry Accounting
Experience
Johnson & Johnson May 2011 - Present
TravisWolff February 2011 - May 2011
TravisWolff October 2007 - June 2010
Enterprise Products Company October 2004 - May 2007
El Paso June 2001 - September 2004
Hyden Highway Hauling, LLC 1999 - 2001
Education
Texas A&M University-Corpus Christi 1999 — 2001
MBA, Business
The University of Texas at Austin 1992 — 1996
BA, Economics
Johnson & Johnson May 2011 - Present
TravisWolff February 2011 - May 2011
TravisWolff October 2007 - June 2010
Enterprise Products Company October 2004 - May 2007
El Paso June 2001 - September 2004
Hyden Highway Hauling, LLC 1999 - 2001
Education
Texas A&M University-Corpus Christi 1999 — 2001
MBA, Business
The University of Texas at Austin 1992 — 1996
BA, Economics
Carmel Winkler's TravisWolff Experience December 2014 - Present
Job Senior Tax Associate at TravisWolff
Industry Accounting
Experience
TravisWolff December 2014 - Present
Topel Forman, LLC July 2011 - December 2014
Custom House Fund Services (Chicago) LLC February 2008 - July 2011
Skills
Accounting, Financial Reporting, Tax, Hedge Funds, Accruals, Reconciliations, Microsoft Office, Fixed Income, Excel, Account Reconciliation, Tax Preparation, Financial Statements, Analysis, Financial Analysis, Tax Research, Microsoft Excel, CPA
Education
Loyola University of Chicago 2010 — 2011
Master of Science in Accountancy, Accounting
Miami University 2003 — 2007
Bachelor of Science, Finance
TravisWolff December 2014 - Present
Topel Forman, LLC July 2011 - December 2014
Custom House Fund Services (Chicago) LLC February 2008 - July 2011
Skills
Accounting, Financial Reporting, Tax, Hedge Funds, Accruals, Reconciliations, Microsoft Office, Fixed Income, Excel, Account Reconciliation, Tax Preparation, Financial Statements, Analysis, Financial Analysis, Tax Research, Microsoft Excel, CPA
Education
Loyola University of Chicago 2010 — 2011
Master of Science in Accountancy, Accounting
Miami University 2003 — 2007
Bachelor of Science, Finance
Hannah Psalm Vohra's TravisWolff Experience August 2014 - Present
Job Human Resources Assistant at TravisWolff
Industry Accounting
Experience
TravisWolff August 2014 - Present
Capital Title of Texas, LLC May 2013 - May 2014
Accessory Concierge December 2012 - May 2013
Publishing Concepts, LLC July 2011 - July 2011
Skills
Facebook, Marketing, Editing, Blogging, Event Planning, Microsoft Excel, Microsoft Office, Social Media, Social Media Marketing, Social Networking
Education
University of Mississippi 2008 — 2012
TravisWolff August 2014 - Present
Capital Title of Texas, LLC May 2013 - May 2014
Accessory Concierge December 2012 - May 2013
Publishing Concepts, LLC July 2011 - July 2011
Skills
Facebook, Marketing, Editing, Blogging, Event Planning, Microsoft Excel, Microsoft Office, Social Media, Social Media Marketing, Social Networking
Education
University of Mississippi 2008 — 2012
Jamie Laws's TravisWolff Experience September 2001 - September 2003
Job Lecturer of Accounting at Texas Christian University
Industry Accounting
Experience
Texas Christian University August 2014 - Present
Residential Recovery Partners February 2013 - August 2014
Northwood University August 2012 - May 2014
Busch, Ruotolo & Simpson, L.L.P. September 2012 - February 2013
Repotted Garden Solutions, Inc. August 2010 - August 2012
First Worthing August 2005 - August 2008
Crow Holdings August 2003 - August 2005
TravisWolff September 2001 - September 2003
Elliott Davis, LLC August 1999 - August 2001
Skills
Financial Reporting, General Ledger, QuickBooks, Accounting, Budgets, Income Statement, Forecasting, Accounts Payable, Payroll, Small Business, Retail, Inventory Management, Finance, GAAP
Education
The University of Texas at Arlington 1996 — 1999
BBA and MS in Accounting, Accounting
Midland College 1995 — 1996
General Studies
Texas Christian University August 2014 - Present
Residential Recovery Partners February 2013 - August 2014
Northwood University August 2012 - May 2014
Busch, Ruotolo & Simpson, L.L.P. September 2012 - February 2013
Repotted Garden Solutions, Inc. August 2010 - August 2012
First Worthing August 2005 - August 2008
Crow Holdings August 2003 - August 2005
TravisWolff September 2001 - September 2003
Elliott Davis, LLC August 1999 - August 2001
Skills
Financial Reporting, General Ledger, QuickBooks, Accounting, Budgets, Income Statement, Forecasting, Accounts Payable, Payroll, Small Business, Retail, Inventory Management, Finance, GAAP
Education
The University of Texas at Arlington 1996 — 1999
BBA and MS in Accounting, Accounting
Midland College 1995 — 1996
General Studies
Sasha M. Larrew's TravisWolff Experience 2008 - 2010
Job Tax Manager at Ronni L. Butler, CPA
Industry Accounting
Experience
Ronni L. Butler, CPA January 2011 - Present
Alamo Ranch Community Church 2008 - Present
TravisWolff 2008 - 2010
Mission City Management, Inc. 2004 - 2008
Skills
Tax Accounting, Microsoft Excel, CPA, GAAP, Income Tax, Budgets, Tax Preparation, Financial Reporting, General Ledger, QuickBooks, Tax
Education
The University of Texas at San Antonio 1999 — 2004
BBA, Accounting
Ronni L. Butler, CPA January 2011 - Present
Alamo Ranch Community Church 2008 - Present
TravisWolff 2008 - 2010
Mission City Management, Inc. 2004 - 2008
Skills
Tax Accounting, Microsoft Excel, CPA, GAAP, Income Tax, Budgets, Tax Preparation, Financial Reporting, General Ledger, QuickBooks, Tax
Education
The University of Texas at San Antonio 1999 — 2004
BBA, Accounting
Eric Gaeta's TravisWolff Experience June 2007 - July 2012
Job Senior Internal Auditor at NFP
Industry Accounting
Experience
National Financial Partners July 2012 - Present
TravisWolff June 2007 - July 2012
Skills
GAAP, Accounting, Auditing, CPA, Financial Analysis, Financial Reporting, Internal Controls, Sarbanes-Oxley Act
Education
The University of Texas at El Paso 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
National Financial Partners July 2012 - Present
TravisWolff June 2007 - July 2012
Skills
GAAP, Accounting, Auditing, CPA, Financial Analysis, Financial Reporting, Internal Controls, Sarbanes-Oxley Act
Education
The University of Texas at El Paso 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Mahrukh Akhtar, CPA's TravisWolff Experience November 2012 - Present
Job Tax Staff at TravisWolff
Industry Accounting
Experience
TravisWolff November 2012 - Present
My Corporate Fast (Amna Paryani CPA) May 2010 - November 2012
Skills
Accounting, Personal Income Tax...
Education
University of Guelph-Humber 2007 — 2009
Bachelor of Business Administration (BBA), Accounting
George Brown College 2005 — 2007
Bachelor of Business Administration (BBA), Accounting
TravisWolff November 2012 - Present
My Corporate Fast (Amna Paryani CPA) May 2010 - November 2012
Skills
Accounting, Personal Income Tax...
Education
University of Guelph-Humber 2007 — 2009
Bachelor of Business Administration (BBA), Accounting
George Brown College 2005 — 2007
Bachelor of Business Administration (BBA), Accounting
A'Rielle Gatlin's TravisWolff Experience January 2013 - March 2013
Job Corporate Audit Staff at GE
Industry Financial Services
Experience
GE May 2015 - Present
GE Appliances July 2013 - May 2015
TravisWolff January 2013 - March 2013
SMU Students' Association January 2012 - August 2012
CPS Energy June 2008 - August 2011
SMU Students' Association February 2010 - June 2011
Skills
Accounting, Financial Reporting, Excel, Financial Accounting, Speech Writing, Blogging, Bank Reconciliation, Leadership, Program Facilitation, Event Planning, Public Speaking, Microsoft Excel, Strategic Planning, Auditing, Financial Statements, Management, Managerial Finance, Forecasting, External Audit, Financial Audits, Analysis, Financial Analysis, Finance
Education
Southern Methodist University 2009 — 2013
Bachelor of Business Administration, Accounting
GE May 2015 - Present
GE Appliances July 2013 - May 2015
TravisWolff January 2013 - March 2013
SMU Students' Association January 2012 - August 2012
CPS Energy June 2008 - August 2011
SMU Students' Association February 2010 - June 2011
Skills
Accounting, Financial Reporting, Excel, Financial Accounting, Speech Writing, Blogging, Bank Reconciliation, Leadership, Program Facilitation, Event Planning, Public Speaking, Microsoft Excel, Strategic Planning, Auditing, Financial Statements, Management, Managerial Finance, Forecasting, External Audit, Financial Audits, Analysis, Financial Analysis, Finance
Education
Southern Methodist University 2009 — 2013
Bachelor of Business Administration, Accounting
Faith Haygood's TravisWolff Experience September 2002 - June 2004
Job Controller at Foremark, Ltd.
Industry Real Estate
Experience
Foremark, Ltd. January 2014 - Present
Highland Park Village May 2010 - November 2013
Henry S. Miller Interests May 2007 - May 2010
Hunt Properties 2004 - 2007
TravisWolff September 2002 - June 2004
Skills
Financial Reporting, Accounting, CPA, Real Estate
Education
Stephen F. Austin State University
Bachelor of Business Administration (BBA), Accounting
Foremark, Ltd. January 2014 - Present
Highland Park Village May 2010 - November 2013
Henry S. Miller Interests May 2007 - May 2010
Hunt Properties 2004 - 2007
TravisWolff September 2002 - June 2004
Skills
Financial Reporting, Accounting, CPA, Real Estate
Education
Stephen F. Austin State University
Bachelor of Business Administration (BBA), Accounting
Eric Kwon's TravisWolff Experience August 2015 - Present
Job Tax Staff II at TravisWolff
Industry Accounting
Experience
TravisWolff August 2015 - Present
Jack F Lewis, CPA, PC January 2014 - July 2015
HH Kwon CPA January 2008 - December 2012
Skills
Financial Reporting, Accounting, Microsoft Excel, Finance, Capital IQ, Lacerte, UltraTax CS
Education
The University of Texas at Dallas 2006 — 2012
Accounting and Finance, Bachelor of Science
TravisWolff August 2015 - Present
Jack F Lewis, CPA, PC January 2014 - July 2015
HH Kwon CPA January 2008 - December 2012
Skills
Financial Reporting, Accounting, Microsoft Excel, Finance, Capital IQ, Lacerte, UltraTax CS
Education
The University of Texas at Dallas 2006 — 2012
Accounting and Finance, Bachelor of Science
Florence Vo, CPA's TravisWolff Experience June 2007 - Present
Job Tax Manager at TravisWolff
Industry Accounting
Experience
TravisWolff June 2007 - Present
Ernst & Young January 2005 - June 2007
Skills
Auditing
Education
The University of Texas at Dallas - School of Management 2004 — 2005
Master of Science (MS), Accounting
University of Houston-Clear Lake 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
TravisWolff June 2007 - Present
Ernst & Young January 2005 - June 2007
Skills
Auditing
Education
The University of Texas at Dallas - School of Management 2004 — 2005
Master of Science (MS), Accounting
University of Houston-Clear Lake 2002 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY