Whitley Penn

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Whitley Penn Employees

Employee
Years
Job
Industry
Justin Dailey, CPA Justin Dailey, CPA Dallas, Texas Details
Justin Dailey, CPA's Whitley Penn Experience July 2015 - Present
Job Audit Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   July 2015 - Present
Whitley Penn   September 2014 - July 2015
McGladrey  November 2009 - September 2014

Skills
Financial Accounting, US GAAP, Financial Reporting, Accounting, Internal Controls, GAAP

Education
Abilene Christian University
Master's Degree, Accounting

New Mexico State University
Associate's Degree, Accounting

Anne-Claire Collins Anne-Claire Collins Dallas/Fort Worth Area Details
Anne-Claire Collins's Whitley Penn Experience April 2014 - Present
Job Marketing Coordinator at Whitley Penn
Industry Financial Services
Experience
Whitley Penn   April 2014 - Present
Patrick & Company   July 2013 - April 2014
The Dwyer Group  November 2012 - June 2013
The Dwyer Group  January 2012 - May 2012
Forte' Gifts & Flowers   December 2010 - April 2012
Credit Systems International   May 2011 - August 2011
Inscriptions on the Boulevard   May 2008 - August 2009

Skills
Adobe Creative Suite, Microsoft Office, Social Media Marketing, Event Planning, Cision, Public Speaking, Organization, Editing, Media Design, Blogging, Social Media, Social Networking, Ap Style, Facebook, Press Releases, Press Kits, Publicity, Digital Marketing, Constant Contact, Corporate Communications, Photography, InDesign, Public Relations, Marketing Communications, Email Marketing, Twitter, Client Relations Skills, Project Management, Corporate Branding, Presentations, Copywriting, Sales, Event Management, Strategic Communications, Marketing, SEO, AP Style, Social Media Measurement, Media Relations, Advertising, Marketing Strategy, Microsoft Excel, PowerPoint, Management

Education
Baylor University   2009 — 2012
Bachelor of Arts (B.A.), Public Relations

Victoria Tori Green Babcock Victoria Tori Green Babcock Dallas/Fort Worth Area Details
Victoria Tori Green Babcock's Whitley Penn Experience March 2013 - May 2015
Job Tax and Audit Professional
Industry Accounting
Experience
Whitley Penn   March 2013 - May 2015
Butler & Hosch, P.A.   January 2011 - February 2013
Renewing American Leadership   April 2009 - September 2009
State Representative Todd Smith   January 2007 - May 2007
ARC Land and Title   2004 - 2005

Skills
Team Leadership, Legal Research, Microsoft Word, PowerPoint, Microsoft Excel, Legal Writing, Microsoft Office, Policy Research, Organization, Internet Research, Politics, Research, Tax Processing

Education
Southern Methodist University   2007 — 2009
B.A. in Political Science, Political Science and Government

Blaine Martin, CPA Blaine Martin, CPA Fort Worth, Texas Details
Blaine Martin, CPA's Whitley Penn Experience January 2013 - Present
Job Tax Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   January 2013 - Present
Weaver  August 2010 - January 2013
Davis Kinard & Co. PC   January 2009 - May 2010
Davis Kinard & Co. PC   May 2008 - December 2008

Skills
Personal Income Tax..., Partnership Taxation, Corporate Tax, Tax Research, QuickBooks

Education
Abilene Christian University   2009 — 2010
Masters, Accounting

Abilene Christian University   2005 — 2009
BBA, Accounting

AJ Maxwell AJ Maxwell Denver, Colorado Details
AJ Maxwell's Whitley Penn Experience October 2006 - March 2009
Job Manager | Deloitte Advisory
Industry Management Consulting
Experience
Deloitte  August 2013 - Present
Deloitte  August 2010 - August 2013
Thomas Stephen & Company, LLP   July 2009 - July 2010
Whitley Penn   October 2006 - March 2009
CRC Insurance Services  March 2006 - October 2006

Skills
Audit, Auditing, SOX, Internal Controls, Accounting, Internal Audit, Risk Assessment, IT Audit, Compliance, GAAP, SEC reporting, Big 4, Risk Advisory, Operational Controls, Consulting Experience, Process Assessment, Finance Transformation, Business Process..., Finance Operations, Sarbanes-Oxley Act, Operational Control, SEC filings, Business Analysis, US GAAP, Enterprise Risk..., External Audit, Financial Accounting, Financial Reporting, Financial Analysis, Business Process..., Management Consulting, Process Improvement, Performance Improvement, Project Management, Project Planning, Finance, Business Valuation, Financial Modeling, Due Diligence, Risk Management

Education
Birmingham-Southern College   2001 — 2006
BS, Accounting

Amber Penn Amber Penn Washington, District Of Columbia Details
Amber Penn's Whitley Penn Experience 2001 - 2005
Job Attorney
Industry Law Practice
Experience
Tarrant County District Attorney's Office  August 2012 - October 2012
Tarrant County District Attorney's Office  May 2011 - August 2011
153rd District Court of Tarrant County   May 2009 - August 2009
Whitley Penn   2001 - 2005

Skills
Litigation, Criminal Law, Trials, Legal Research, Legal Writing

Education
Baylor Law School   2009 — 2012
Doctor of Law (J.D.), Criminal Concentration

Texas A&M University   2003 — 2008
Bachelor of Arts (B.A.), Communication, General

L.D. Bell

Mel Henkes Mel Henkes Dallas/Fort Worth Area Details
Mel Henkes's Whitley Penn Experience May 2007 - Present
Job Tax Partner at Whitley Penn, LLP
Industry Accounting
Experience
Whitley Penn   May 2007 - Present
McCaslin & Company, LLP   1997 - 2007
McCaslin & Company, LLP   1992 - 1997
Weldon Aston & Company, PC   1977 - 1992

Skills
CPA, Partnership Taxation, Tax Research, Tax Accounting, Tax Preparation, Tax, GAAP

Education
Tarleton State University   1973 — 1977
BBA, Accounting

Alexa Acosta Alexa Acosta Plano, Texas Details
Alexa Acosta's Whitley Penn Experience 2015 - 2015
Job Marketing Intern at Whitley Penn
Industry Marketing and Advertising
Experience
FedEx Services  June 2015 - Present
Collin College  July 2014 - Present
Whitley Penn   2015 - 2015
Whitley Penn   2015 - 2015
Whitley Penn   2015 - 2015
Whitley Penn   2015 - 2015
Big Thought  January 2013 - September 2013

Skills
InDesign, Illustrator, Photoshop, Microsoft Office, Editing, Creative Writing, Public Speaking, Photography, Event Planning, Fundraising, Teaching, Research, Writing, Drawing, Painting, Microsoft Excel, iMovie, Magazine Writing, Workshop Facilitation, Workshop Leadership, Marketing, Graphic Design, Public Relations, Art, Nonprofits

Education
Southern Methodist University   2014 — 2016

Collin County Community College   2012 — 2014
Associate of Arts (A.A.)

Nicholas Mears, MBA Nicholas Mears, MBA Dallas/Fort Worth Area Details
Nicholas Mears, MBA's Whitley Penn Experience May 2012 - June 2013
Job Senior Valuation Associate at Montgomery Coscia Greilich LLP
Industry Financial Services
Experience
Montgomery Coscia Greilich LLP  May 2014 - Present
HSSK Group  June 2013 - May 2014
Whitley Penn   May 2012 - June 2013
AmericaVest Financial   August 2011 - November 2011
Mears Mazda Volvo - Service Department   May 2002 - July 2010

Skills
Business Valuation, Business Planning, Business Strategy, Process Improvement, Financial Modeling, Financial Analysis, Financial Reporting, Accounting, Forecasting, Management, Customer Service, Lean Management, Microsoft Office

Education
Nova Southeastern University   2010 — 2011
Masters of Business Administration, Business & Entrepreneurship, 3.84

Texas Tech University - Rawls College of Business   2007 — 2010
Bachelor, Business Administration

Ryan Bolton Ryan Bolton Fort Worth, Texas Details
Ryan Bolton's Whitley Penn Experience January 2012 - Present
Job Tax Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   January 2012 - Present
Whitley Penn   November 2010 - December 2011
AuldridgeGriffin, PC  January 2009 - July 2010
AuldridgeGriffin, PC  January 2002 - December 2008

Skills
Quickbooks, Accounting, Financial Reporting, Tax Preparation, Tax Compliance, GAAP, Corporate Tax, Partnership Taxation, Tax Accounting, CPA, QuickBooks, Tax, Hip-Hop Dance, Income Tax

Education
Angelo State University   1998 — 2001
BBA/MBA, Accounting

Southwest Texas State University   1997 — 1998

Jonathan Corona Jonathan Corona Houston, Texas Area Details
Jonathan Corona's Whitley Penn Experience January 2014 - March 2014
Job Audit Intern at Whitley Penn
Industry Accounting
Experience
Whitley Penn   January 2014 - March 2014

Education
Texas Tech University   2010 — 2015

John Cabot University   2012 — 2012

Terry Cosand (formerly Swinney), CPA Terry Cosand (formerly Swinney), CPA Dallas/Fort Worth Area Details
Terry Cosand (formerly Swinney), CPA's Whitley Penn Experience January 2014 - Present
Job Partner at Whitley Penn
Industry Accounting
Experience
Whitley Penn   January 2014 - Present
Whitley Penn   March 2005 - Present
Ernst & Young  August 1993 - November 1999

Skills
SEC filings, Auditing, GAAP, CPA, US GAAP, Audits of Employee...

Education
Southern Methodist University - Cox School of Business   1989 — 1992
BBA, Accounting

Jada (Yarbrough) Davis Jada (Yarbrough) Davis Dallas/Fort Worth Area Details
Jada (Yarbrough) Davis's Whitley Penn Experience May 2012 - Present
Job Forensic, Litigation, and Valuation Services Senior Support Staff at Whitley Penn
Industry Accounting
Experience
Whitley Penn   May 2012 - Present
Abilene Christian University  August 2011 - May 2012
First Financial Bankshares, Inc.   April 2011 - May 2012
Wishing Well @ ACU   August 2009 - May 2012
Western Marketing Fuels, Inc.   August 2010 - September 2011
Abilene Christian University  August 2009 - August 2011
Western Marketing, Inc.   June 2008 - August 2010

Skills
Management, Financial Analysis, Accounts Payable, Microsoft Excel, Forensic Accounting, Financial Accounting, Business Valuation, Litigation Support, Financial Forecasting, Report Writing, Asset Tracing, Characterization, Accounting, Tax, Microsoft Word, Public Speaking, Financial Reporting, PowerPoint, Payroll, Microsoft Office

Education
University of Texas at Dallas   2013 — 2014
Accounting

Abilene Christian University   2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance, 4.0

Sally Huang, CPA Sally Huang, CPA Dallas/Fort Worth Area Details
Sally Huang, CPA's Whitley Penn Experience January 2007 - July 2010
Job Senior Audit Supervisor at Bank of America
Industry Banking
Experience
Bank of America  August 2015 - Present
Bank of America  February 2013 - August 2015
Bank of America  July 2010 - February 2013
Whitley Penn   January 2007 - July 2010
Davis, Clark and Company   July 2005 - December 2006
Hyundai Merchant Marine  July 2003 - July 2005

Education
Louisiana State University   1998 — 2003
BS, Accounting, Internal Audit

Angie Svitak Angie Svitak Dallas/Fort Worth Area Details
Angie Svitak's Whitley Penn Experience April 2012 - September 2014
Job Cain Watters & Associates
Industry Accounting
Experience
Cain Watters & Associates  September 2014 - Present
Whitley Penn   April 2012 - September 2014
Lane Gorman Trubitt PLLC  November 2009 - April 2012
Burr, Pilger & Mayer LLP   November 2005 - October 2009
Deloitte  September 2003 - November 2005

Skills
Auditing, Financial Reporting, Accounting, SEC filings, Financial Statements, GAAP, Assurance, Internal Controls, Revenue Recognition, External Audit, Financial Accounting, CPA, US GAAP, Tax Accounting, Mergers & Acquisitions, Financial Planning, Dentistry

Education
Sonoma State University   1999 — 2003
BS, Business Administration - Accounting

Myrinda Scott, CPA Myrinda Scott, CPA Dallas/Fort Worth Area Details
Myrinda Scott, CPA's Whitley Penn Experience January 2013 - May 2013
Job at
Industry Accounting
Experience
7-Eleven  September 2014 - Present
OmniSYS, LLC  May 2013 - August 2014
Whitley Penn   January 2013 - May 2013
Whitley Penn   January 2011 - January 2013
Whitley Penn   January 2010 - March 2010

Skills
GAAP, Auditing, US GAAP, Internal Controls, Sarbanes-Oxley Act, CPA, Microsoft Excel, IFRS, Non-profits, Financial Reporting, Financial Accounting, Accounting, General Ledger, Financial Statements, External Audit, Account Reconciliation, Payroll, Forecasting

Education
Stephen F. Austin State University   2006 — 2010
MPA, Accounting

Brandon Stiver Brandon Stiver Dallas/Fort Worth Area Details
Brandon Stiver's Whitley Penn Experience September 2014 - Present
Job Consultant, Transaction Advisory Services at Whitley Penn, LLP
Industry Accounting
Experience
Whitley Penn   September 2014 - Present
Compass Group North America  January 2010 - September 2014
ARAMARK  June 2008 - January 2010
Great American Restaurants  June 2007 - June 2008

Skills
Budgets, Forecasting, Restaurants, Food Service, Food & Beverage, Customer Service, Relationship Management, Analysis, Restaurant Management, Hospitality Management, Catering, Hospitality, Income Statement, Inventory Management, Training, Accounts Payable, Menu Development, Accounts Receivable, Invoicing, Client Relations, Communication

Education
George Mason University   2009 — 2012
Master of Business Administration (M.B.A.), Financial Management

Penn State University   2003 — 2007
Bachelor's Degree, Hotel, Restaurant and Institutional Management

Jennifer Esch, CPA Jennifer Esch, CPA Sugar Land, Texas Details
Jennifer Esch, CPA's Whitley Penn Experience May 2012 - December 2014
Job Tax Partner at Bailes Bates & Associates, LLP
Industry Accounting
Experience
Bailes Bates & Associates, LLP   December 2014 - Present
Whitley Penn   May 2012 - December 2014
Null-Lairson P.C  December 2010 - May 2012
Jennifer Gremillion Esch, PC   November 1999 - December 2010

Skills
CPA, GAAP, Tax Preparation, Internal Controls, Corporate Tax, US GAAP, Tax, Partnership Taxation, Financial Reporting, Tax Accounting, QuickBooks, Bookkeeping, S Corporations, High Net Worth..., Small Business..., Controllership Functions, Entrepreneurship, Personal Tax Planning, Corporate Tax Planning, Payroll, Accounting System, Cost Accounting, Accounting, Tax Advisory

Education
Baylor University - Hankamer School of Business   1989 — 1992
BBA, Accounting

Paige Hornback Paige Hornback Dallas/Fort Worth Area Details
Paige Hornback's Whitley Penn Experience January 2012 - February 2015
Job Content Pilot uses strategy and technology to drive business forward.
Industry Marketing and Advertising
Experience
Content Pilot LLC   September 2015 - Present
Content Pilot LLC   February 2015 - Present
Whitley Penn   January 2012 - February 2015

Skills
Marketing, Social Media Marketing, Marketing Communications, Marketing Strategy, Advertising, Leadership, Customer Service, Social Networking, Microsoft Word, Event Planning

Education
Penn State University
Public Relations, Advertising, and Applied Communication

Molly Mitchell Molly Mitchell Dallas/Fort Worth Area Details
Molly Mitchell's Whitley Penn Experience September 2013 - July 2014
Job Associate, Partner Family Specialist at Crow Holdings Capital Investment Partners
Industry Accounting
Experience
Crow Holdings Capital  July 2014 - Present
Pure Barre  June 2011 - Present
Whitley Penn   September 2013 - July 2014
Deloitte & Touche  January 2012 - March 2012
J.Crew  March 2008 - December 2011
Northwestern Mutual Financial Network - Park Cities   April 2010 - December 2010

Skills
Auditing, Accounting, Addepar, Financial Reporting, Internal Controls, Spanish, Microsoft Excel, Finance, PowerPoint, Facebook, Microsoft Word, Event Planning, Leadership, Customer Service, Social Media Marketing, Financial Analysis, Coaching, Accounts Payable, Accounts Receivable, Financial Statements, Financial Accounting

Education
Southern Methodist University - Cox School of Business   2012 — 2013
Masters of Science, Accounting

Southern Methodist University - Cox School of Business   2008 — 2012
Bachelor of Business Administration (BBA), Accounting

Southern Methodist University - Dedman College   2008 — 2012
Bachelor of Arts (BA), Spanish

University of Oxford   2010 — 2010
Summer Study Abroad Program

Shorewood High School   2004 — 2008
High School Diploma, General Studies

Austin Waugh Austin Waugh Dallas, Texas Details
Austin Waugh's Whitley Penn Experience January 2015 - Present
Job Tax Accountant at Whitley Penn, LLP
Industry Accounting
Experience
Whitley Penn   January 2015 - Present
DeGolyer and MacNaughton  January 2013 - December 2014
DeGolyer and MacNaughton  July 2010 - December 2012
Pi Kappa Alpha Fraternity - Gamma Chi Chapter   December 2007 - November 2008

Skills
Economics, Accounting, Finance, Financial Modeling, Financial Analysis, Petroleum, Data Analysis, Microsoft Excel, Financial Accounting, Budgets, Cross-functional Team..., Investments, Access, Energy, Project Management, Visual Basic, Forecasting, Valuation, Sales, Energy Industry, Leadership, Financial Statement..., Economic Modeling, US GAAP, Market Analysis, Project Finance, Tax Accounting, Business Valuation, SAP FICO, Auditing, SAP, Reserves, Financial Reporting, Capital Budgeting, Process Improvement, Oil & Gas Industry, Corporate Finance, Superior Client Service, Communication, Time Management

Education
University of Texas at Dallas - Naveen Jindal School of Management   2012 — 2015
Master of Business Administration (MBA)

University of Texas at Dallas - Naveen Jindal School of Management   2012 — 2014
Master of Science (MS), Accounting

Oklahoma State University   2006 — 2011
Bachelor of Business Administration (BBA), Economics

Oklahoma State University   2006 — 2010
Bachelor of Business Administration (BBA), Finance

Stephen Montes Stephen Montes Dallas/Fort Worth Area Details
Stephen Montes's Whitley Penn Experience July 2015 - Present
Job Whitley Penn, LLP
Industry Accounting
Experience
Whitley Penn   July 2015 - Present
Whitley Penn   September 2013 - June 2015
Southwestern University Financial Analyst Program   2011 - 2013
Whitley Penn   May 2012 - August 2012
Apache Power Industrial   May 2011 - August 2011

Skills
GAAP, Accounting, Financial Reporting, Financial Accounting, Financial Analysis, US GAAP, Business Valuation, Auditing, Financial Statements

Education
Southwestern University   2009 — 2013
Bachelor of Arts (B.A.), Accounting

Amber Gau Amber Gau Fort Worth, Texas Details
Amber Gau's Whitley Penn Experience July 2013 - June 2014
Job Senior Accountant at Jasper Ridge Partners
Industry Accounting
Experience
Jasper Ridge Partners  June 2014 - Present
Whitley Penn   July 2013 - June 2014
Whitley Penn   June 2011 - July 2013

Skills
Accounting, Tax Preparation, High Net Worth..., Small Business, QuickBooks, CCH ProSystem fx

Education
Texas Wesleyan University   2010 — 2011
Master of Business Administration (MBA), Accounting

Texas Wesleyan University   2008 — 2010
Bachelor of Business Administration (BBA), Accounting

Tarrant County College   2005 — 2008
Associate of Arts (AA), General Studies

Burleson High School

Brandi Fletcher Brandi Fletcher Dallas/Fort Worth Area Details
Brandi Fletcher's Whitley Penn Experience October 2006 - Present
Job Tax Senior Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   October 2006 - Present
Tuesday Morning  2005 - 2006

Skills
GAAP, Partnership Taxation, Tax Preparation, Tax Research, Corporate Tax, Tax, Income Tax, ProSystem fx Tax, Accounting, Tax Accounting, Tax Returns, CPA, QuickBooks, General Ledger, CCH ProSystem fx, Account Reconciliation, Bank Reconciliation, S Corporations, Journal Entries, High Net Worth..., Bookkeeping

Education
Sam Houston State University   2002 — 2005
BBA, accounting

Shana Veale, CPA Shana Veale, CPA Fort Worth, Texas Details
Shana Veale, CPA's Whitley Penn Experience July 2012 - June 2014
Job Controller at NCHA
Industry Accounting
Experience
National Cutting Horse Association  June 2014 - Present
Whitley Penn   July 2012 - June 2014
YMCA  2013 - 2014
KPMG  December 2003 - July 2012
CliftonLarsonAllen (f/k/a Meyners + Company, LLC),   December 2002 - November 2003
CliftonLarsonAllen (f/k/a Chavarria, Dunne and Lamey, LLC)   May 2002 - November 2002
Arthur Andersen  September 2001 - April 2002

Skills
Auditing, Accounting, US GAAP, US GAAS, Financial Reporting, Auditing Standards, Internal Controls, Assurance, CPA, Financial Audits, External Audit, Financial Statements, Big 4, GAAP, Financial Accounting, Tax, Financial Analysis

Education
New Mexico State University   2000 — 2001
Master's degree, Accounting, 3.5

New Mexico State University   1997 — 2000
Bachelor's degree, Accounting, 3.78

Trey Watten Trey Watten Dallas/Fort Worth Area Details
Trey Watten's Whitley Penn Experience July 2011 - August 2014
Job Audit Senior at Whitley Penn LLP
Industry Accounting
Experience
Sylvan Learning  August 2014 - Present
Whitley Penn   July 2011 - August 2014
Milwaukee Brewers Baseball Club  June 2008 - June 2011
David Prince Accounting Firm LLP   January 2009 - March 2009

Education
Abilene Christian University   2005 — 2010
Bachelor of Business Administration, Accounting

Justin Dugger, CPA Justin Dugger, CPA Dallas/Fort Worth Area Details
Justin Dugger, CPA's Whitley Penn Experience September 2011 - February 2013
Job Director of Accounting at EF Johnson Technologies, Inc.
Industry Accounting
Experience
EF Johnson Technologies, Inc.   April 2015 - Present
EF Johnson Technologies, Inc.   June 2014 - April 2015
Riata Corporate Group  February 2013 - May 2014
Whitley Penn   September 2011 - February 2013
BKD CPAs & Advisors  2011 - 2011
BKD CPAs & Advisors  2009 - 2011

Skills
Auditing, Financial Statements, GAAP, SEC filings, US GAAP, CPA, External Audit, Internal Controls, Financial Reporting, Accounting, Financial Accounting, Sarbanes-Oxley Act, ProSystem fx Tax, Assurance, General Ledger, Tax Accounting, Revenue Recognition, SEC Filings

Education
Arkansas State University   2006 — 2008
BS, Accounting

Arkansas State University   2001 — 2006
BA, Classical Guitar Performance

Andi Shahan, CPA Andi Shahan, CPA Fort Worth, Texas Details
Andi Shahan, CPA's Whitley Penn Experience August 2015 - Present
Job Audit Senior at Whitley Penn
Industry Accounting
Experience
Whitley Penn   August 2015 - Present
Whitley Penn   January 2014 - June 2015
Baylor University, Business Department   July 2013 - December 2013
Baylor University, Accounting Department   June 2012 - December 2013
Fox Electric Ltd.   2008 - 2010

Education
Baylor University   2013 — 2013
Master of Accountancy

Baylor University   2009 — 2012
Bachelor of Business Administration (BBA), Accounting

Kimberly Escobedo Kimberly Escobedo Houston, Texas Area Details
Kimberly Escobedo's Whitley Penn Experience May 2012 - Present
Job Senior Tax Accountant at Whitley Penn
Industry Accounting
Experience
Whitley Penn   May 2012 - Present
Null-Lairson P.C  June 2009 - May 2012
Vacek, Lange   October 2008 - June 2009

Skills
Tax Preparation, Accounting, Income Tax, Tax, Bookkeeping, ProSystem fx Tax, QuickBooks, Microsoft Office, Microsoft Excel, Payroll, CPA, Financial Statements, Oil & Gas Accounting, Tax Exempt Organizations, Microsoft Office Word, Adobe Acrobat, Creative Solutions..., ProSystem fx Document, ProSystem fx Engagement, CCH Portal, Accelerated Workflow..., Go File Room, Financial Reporting, Microsoft Word

Education
Houston Community College   2011 — 2012
Continuing Education for CPA Certification

Texas State University-San Marcos   2005 — 2008
Bachelor of Business Administration, Major in Accounting

College of the Mainland   2004 — 2005

Joshua Plunk Joshua Plunk Fort Worth, Texas Details
Joshua Plunk's Whitley Penn Experience August 2007 - Present
Job Tax Senior Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   August 2007 - Present
J.P. Morgan   December 2004 - August 2007

Skills
Tax, Estate Planning, Trusts, Gift Tax, High Net Worth...

Education
Baylor University - Hankamer School of Business   1999 — 2003
Master of Accountancy, Accounting

Thania Gonzalez, CPA Thania Gonzalez, CPA Houston, Texas Details
Thania Gonzalez, CPA's Whitley Penn Experience August 2013 - Present
Job Audit Manager
Industry Accounting
Experience
Whitley Penn   August 2013 - Present
Gibson Ruddock Patterson LLC   January 2012 - July 2013
Gibson Ruddock Patterson, LLC   June 2005 - December 2011

Skills
Accounting, Auditing, Internal Controls, Financial Reporting, Financial Accounting, US GAAP, External Audit, Financial Audits, CPA, GAAP, Financial Statements, General Ledger, Bank Reconciliation, Accounts Payable, Accounts Receivable, Financial Analysis, Journal Entries, Cash Flow, Account Reconciliation, Fixed Assets, Revenue Recognition, Assurance, QuickBooks

Education
The University of Texas at El Paso   2004 — 2005
Master of Accountancy

The University of Texas at El Paso   2000 — 2005
Bachelor of Business Administration (BBA), Accounting

Tecnológico de Monterrey

Colegio Alemán Alexander von Humboldt

Marty McCutchen Marty McCutchen Dallas/Fort Worth Area Details
Marty McCutchen's Whitley Penn Experience 2003 - 2006
Job Tax and Strategic Planning for Business Owners; Founder, North Texas Executives Forum
Industry Accounting
Experience
Marty McCutchen, CPA P.C.   June 2006 - Present
High Terrace   May 2008 - January 2013
Whitley Penn   2003 - 2006
PricewaterhouseCoopers  January 2000 - December 2003
Jackson Thornton  January 1995 - September 1999

Skills
Accounting, Tax, Software Development, Financial Management, Management Consulting, CPA, Strategic Financial..., Helping Clients Succeed, Entrepreneurship, Tax Preparation, Small Business, Tax Returns, Strategy, Business Planning, Tax Accounting, Partnership Taxation, Mergers & Acquisitions, Corporate Tax, Income Tax, Finance, Financial Planning

Education
Auburn University   1990 — 1994
BS, Accounting

MBHS   1987 — 1990

Adam Rhodes Adam Rhodes Dallas/Fort Worth Area Details
Adam Rhodes's Whitley Penn Experience April 2008 - Present
Job Audit Senior Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   April 2008 - Present
Deloitte  September 2006 - April 2008

Skills
Accounting, Auditing, SEC Financial Reporting, Oil/Gas, Real Estate, Technology, Manufacturing, Audits of Employee..., US GAAP, Start-ups, Strategic Planning, Forecasting

Education
Stephen F. Austin State University   2003 — 2006
BBA/MPA, Accounting, Business

Tyler Junior College   2001 — 2003
Associate's degree, Business

Amy Beth Mannie Amy Beth Mannie Texas City, Texas Details
Amy Beth Mannie's Whitley Penn Experience Tax ManagerNull-Lairson P.C2006 - 2012
Job Tax Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   Tax ManagerNull-Lairson P.C2006 - 2012
Griffin, Iles & Duvall   2002 - 2006
Swain, Lackey & Thurman   1999 - 2001
Thurman, Rice, MacKinnon   1998 - 1999
L.A. Merry & Associates   1993 - 1997
John W. Boever, CPA   1992 - 1993

Skills
Partnership Taxation, ProSystem fx Tax, CPA, Corporate Tax, Tax Accounting, Tax, Income Tax, Tax Research, Tax Preparation, US GAAP, SEC filings, Financial Reporting, Financial Accounting

Education
Indiana University-Purdue University at Indianapolis   1995 — 1997
Master of Business Administration (M.B.A.)

University of Sioux Falls   1988 — 1992
Bachelor of Science (B.S.), Accounting and Computer Information Systems

Tommy Byrd Tommy Byrd Dallas/Fort Worth Area Details
Tommy Byrd's Whitley Penn Experience June 2009 - Present
Job Tax Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   June 2009 - Present

Skills
CPA, Tax, Corporate Tax, ProSystem fx Tax, Tax Preparation, Partnership Taxation, Tax Accounting, Accounting, Non-profits, Income Tax, FAS 109, Tax Returns

Education
Baylor University - Hankamer School of Business   2008 — 2009
Masters, Taxation

Baylor University - Hankamer School of Business   2004 — 2008
BBA, Accounting

John Svitak John Svitak Dallas, Texas Details
John Svitak's Whitley Penn Experience January 2011 - Present
Job Tax Manager Tax and Consulting Services at Whitley Penn
Industry Accounting
Experience
Whitley Penn   January 2011 - Present
LarsonAllen  2010 - January 2011
GALLINA LLP  November 2005 - October 2009
Friar, Harper & Arendt LLP   December 2003 - November 2005

Skills
ASC 740 (Formerly FAS..., CPA, Tax, GAAP, Tax Accounting, Accounting, Tax Research, Tax Preparation, SEC filings, Corporate Tax, Income Tax, Partnership Taxation

Education
Sonoma State University   1997 — 2001
BS, Business Administration - Accounting

Jose Limon, CPA Jose Limon, CPA Dallas, Texas Details
Jose Limon, CPA's Whitley Penn Experience January 2015 - Present
Job Senior Tax Accountant at Whitley Penn
Industry Accounting
Experience
Whitley Penn   January 2015 - Present
Hummingbird and King CPA's LLC   January 2012 - December 2014

Skills
Accounting, Tax Preparation, CPA, GAAP, Partnership Taxation, Income Tax, Financial Reporting, Sales & Use Tax, Payroll Taxes, QuickBooks, Financial Accounting, Account Reconciliation, Journal Entries, Tax Law, Tax Research

Education
LSU Shreveport   2009 — 2012
Bachelor's degree, Accounting

Bossier Parish Community College   2007 — 2009

Chase Joyner Chase Joyner Salt Lake City, Utah Details
Chase Joyner's Whitley Penn Experience January 2014 - March 2014
Job Graduate Student at the University of Utah
Industry Accounting
Experience
Whitley Penn   January 2014 - March 2014
Applebee's  November 2012 - July 2013
Walt Disney World  January 2012 - April 2012
North Franklin School District  March 2010 - April 2011

Skills
Accounting, Financial Accounting, Financial Reporting, Tax, Financial Analysis, Tax Preparation, Bookkeeping, Microsoft Excel, Accounts Payable, Income Tax, General Ledger, Accounts Receivable, Account Reconciliation, Internal Controls, Leadership

Education
University of Utah   2014 — 2015
Master's Degree, Accounting

Brigham Young University - Idaho   2007 — 2014
Bachelor of Science (BS), Accounting

Naveen Krishnan, CRISC, ITIL Naveen Krishnan, CRISC, ITIL Dallas/Fort Worth Area Details
Naveen Krishnan, CRISC, ITIL's Whitley Penn Experience June 2011 - July 2014
Job Project/Compliance Manager at Dell
Industry Information Technology and Services
Experience
Dell  July 2014 - Present
Whitley Penn   June 2011 - July 2014
Ernst & Young  April 2007 - March 2011
Deloitte  2004 - 2006

Skills
Unix, IBM iSeries, Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, Business Process..., Auditing, IT Controls, Risk Assessment, Internal Controls, Risk Management, Financial Analysis

Education
Louisiana State University   1997 — 2002
Bachelors in MIS, IT

Northwestern Oklahoma State University

Abe Williams Abe Williams Fort Worth, Texas Details
Abe Williams's Whitley Penn Experience November 2013 - June 2015
Job Fund Accountant at Oak Hill Advisors
Industry Accounting
Experience
Oak Hill Advisors  July 2015 - Present
Whitley Penn   November 2013 - June 2015
Whitley Penn   June 2012 - October 2013
Abilene Christian University  August 2011 - July 2012
Camp Thurman  2009 - 2011
Warren C Fisher, CPA & Associates   June 2010 - August 2010

Education
Abilene Christian University   2011 — 2012
Masters of Accounting, Accounting

Abilene Christian University   2009 — 2011
BBA, Accounting

Paris Junior College   2007 — 2009
Associates of Science, Accounting

Cara Bradley, CPA Cara Bradley, CPA Houston, Texas Area Details
Cara Bradley, CPA's Whitley Penn Experience May 2012 - September 2012
Job Project Controller at FMC Technologies
Industry Accounting
Experience
FMC Technologies  February 2014 - Present
FMC Technologies  September 2012 - February 2014
Whitley Penn   May 2012 - September 2012
Null-Lairson P.C  January 2005 - May 2012

Skills
GAAP, Auditing, Financial Statements, Accounting, CPA, External Audit, Internal Controls, Management, US GAAP, Finance, Financial Accounting

Education
Stephen F. Austin State University   2000 — 2004

Sean Thorstenson, CPA, MST Sean Thorstenson, CPA, MST Orange County, California Area Details
Sean Thorstenson, CPA, MST's Whitley Penn Experience November 2006 - December 2008
Job Partner at White, Nelson & Co., LLP
Industry Accounting
Experience
White Nelson Diehl Evans LLP  January 2009 - Present
Whitley Penn   November 2006 - December 2008
White, Nelson & Co., LLP   January 1996 - October 2006

Skills
Income Tax..., Partnership Taxation, Tax Preparation, Tax, Corporate Tax, Accounting, Income Tax, Financial Reporting, GAAP, Tax Research, CPA, QuickBooks, US GAAP, FIN 48, FAS109, Auditing, Tax Accounting, High Net Worth..., Consolidated Returns

Education
California State University-Fullerton   2005 — 2006
M.S., Taxation

Chapman University   1993 — 1995
B.S., Accounting

Paula Ford Paula Ford Dallas/Fort Worth Area Details
Paula Ford's Whitley Penn Experience November 2003 - Present
Job Tax Executive Assistant at Whitley Penn
Industry Accounting
Experience
Paycation Travel  January 2015 - Present
Whitley Penn   November 2003 - Present
John Gressett, CPA   January 1991 - October 2003

Skills
Accounting, Management, Financial Accounting, Public Relations, QuickBooks, Tax Preparation, Microsoft Excel, Auditing, Tax, Travel, Corporate Tax

Education
Tarrant County College
almost, Business

Doug Carpenter Doug Carpenter Houston, Texas Area Details
Doug Carpenter's Whitley Penn Experience May 2012 - Present
Job Senior Tax Accountant at Whitley Penn
Industry Accounting
Experience
Whitley Penn   May 2012 - Present
Null-Lairson, PC  June 2006 - May 2012

Skills
General Ledger, Financial Reporting, Accounting, QuickBooks, Payroll, Tax Preparation, Tax Returns, GAAP, Tax Accounting, Corporate Tax, Income Tax, Partnership Taxation, Tax

Education
Stephen F. Austin State University   2000 — 2006
BBA & MPA, Accounting

Chia Asiegbunam Chia Asiegbunam Missouri City, Texas Details
Chia Asiegbunam's Whitley Penn Experience May 2012 - June 2013
Job Management Accountant at Schlumberger
Industry Accounting
Experience
Schlumberger  January 2014 - Present
Whitley Penn   May 2012 - June 2013
Null-Lairson P.C.   December 2010 - May 2012
3131 Properties   May 2006 - August 2008

Skills
ProSystem fx Tax, Lacerte, ProSeries, Tax Preparation, Income Tax, Corporate Tax, Payroll Taxes, Financial Reporting, Accounting, Financial Accounting, QuickBooks, Bookkeeping, CPA, GAAP, Financial Statements, Payroll, General Ledger

Education
Stephen F. Austin State University   2004 — 2009
Masters of Professional Accountancy

Stephen F. Austin State University   2004 — 2009
Master's degree, Accounting

Clint Savage Clint Savage Dallas/Fort Worth Area Details
Clint Savage's Whitley Penn Experience January 2011 - September 2011
Job Compliance Manager Global Consumer Compliance Regulation and Regulatory Response
Industry Financial Services
Experience
Citi  May 2015 - Present
Citi  February 2014 - May 2015
Citi  December 2012 - February 2014
Independent Attorney  November 2008 - December 2012
Whitley Penn   January 2011 - September 2011
Ernst & Young  August 2002 - September 2003

Skills
Tax, Auditing, Internal Controls, SEC filings, US GAAP, Estate Planning, Commercial Litigation, Corporate Finance, Business Valuation, Forensic Accounting, Vendor Management, Financial Analysis, SEC Financial Reporting, Fraud Detection, Financial Services

Education
University of Houston Law Center   2004 — 2007
JD, Law

Abilene Christian University   1997 — 2002
BBA, Accounting, Cum Laude

Scott Stover, CPA Scott Stover, CPA Dallas/Fort Worth Area Details
Scott Stover, CPA's Whitley Penn Experience July 2013 - Present
Job Tax Senior at Whitley Penn
Industry Accounting
Experience
Whitley Penn   July 2013 - Present
Whitley Penn   February 2011 - June 2013
Whitley Penn   February 2010 - April 2010

Skills
CPA, Tax

Education
Baylor University   2006 — 2010
MTax and BBA, Accounting

Jacqueline Childress Jacqueline Childress Dallas/Fort Worth Area Details
Jacqueline Childress's Whitley Penn Experience September 2010 - December 2012
Job Vice President and Board Member at Association of Certified Fraud ExaminersDallas Chapter
Industry Accounting
Experience
Citi  February 2015 - Present
Association of Certified Fraud Examiners-Dallas Chapter   May 2012 - May 2015
Citi  January 2013 - February 2015
Whitley Penn   September 2010 - December 2012
J Childress Consulting   March 2010 - September 2010
J Childress LLC   January 2009 - March 2010
CitiFinancial Auto, Citigroup  2007 - 2008
Grant Thornton  2004 - 2007
KPMG  2002 - 2003

Skills
Forensic Accounting, Fraud, Certified Fraud Examiner, Internal Controls, Auditing, SEC filings, Accounting, Sarbanes-Oxley Act, CPA, Financial Reporting, GAAP, External Audit, Business Valuation, Internal Audit, Enterprise Risk..., Risk Management, Sarbanes-Oxley, US GAAP, Corporate Finance, Financial Statements, Due Diligence, Financial Audits

Education
New Mexico State University   1991 — 1995
B.A., Accounting

Austen Crorey Austen Crorey Waco, Texas Area Details
Austen Crorey's Whitley Penn Experience January 2015 - Present
Job Intern at Whitley Penn LLP
Industry Accounting
Experience
Whitley Penn   January 2015 - Present
Valley Mills Vineyards   March 2013 - Present
Techpoint Baylor University Libraries   2012 - Present
Pappagallo  March 2009 - Present

Skills
Graphic Design, Sales, Baylor Honors College, Baylor..., Accounting, Microsoft Excel, PowerPoint

Education
Baylor University   2011 — 2015
Bachelor, Accounting

Baylor University - Hankamer School of Business   2011 — 2015
Accounting

Whitney Grier, CIA, CFE Whitney Grier, CIA, CFE Baton Rouge, Louisiana Details
Whitney Grier, CIA, CFE's Whitley Penn Experience July 2013 - Present
Job Audit & Compliance
Industry Hospital & Health Care
Experience
Amedisys Home Health & Hospice  January 2015 - Present
Whitley Penn   July 2013 - Present
Live Nation Entertainment  January 2013 - July 2013
Live Nation Entertainment  March 2009 - July 2013
The Shaw Group  September 2008 - February 2009
Amerigroup Corporation  May 2008 - August 2008
Camp Sweeney  May 2007 - August 2007

Education
Texas Woman's University   2012 — 2016
Masters, Healthcare Administration, GPA 3.85

Louisiana State University   2004 — 2008
Business Administration, Management and Internal Audit

Don Irby Don Irby Houston, Texas Area Details
Don Irby's Whitley Penn Experience May 2012 - Present
Job Audit Partner at Whitley Penn
Industry Accounting
Experience
Whitley Penn   May 2012 - Present
Null-Lairson P.C  February 1992 - May 2012

Education
Georgia Southern University
Bachelor of Business Administration (BBA)

The University of Georgia
Masters of Accountancy

Jonathan Whitley, CPA Jonathan Whitley, CPA Dallas/Fort Worth Area Details
Jonathan Whitley, CPA's Whitley Penn Experience July 2009 - Present
Job Audit Manager
Industry Accounting
Experience
Whitley Penn   July 2009 - Present

Skills
General Awesomeness, Eggs, Making Things Work, Fantasy Football, Hair Care, Woodworking, Sees the Big Picture, Putting Out Fires, Music Criticism, Snacks, Internal Controls, GAAP, Auditing, US GAAP, Financial Reporting, Financial Accounting, Accounting, External Audit, Sarbanes-Oxley Act, General Ledger, Facebook, CPA, Employee Benefits, SEC filings, Audits of Employee..., Financial Statements, Financial Analysis, Idea Generation

Education
Louisiana State University   2004 — 2009
Masters, Accounting

Daniel Newcomb Daniel Newcomb Houston, Texas Area Details
Daniel Newcomb's Whitley Penn Experience May 2012 - July 2013
Job Administrative Officer at HarrisGalveston Subsidence District
Industry Accounting
Experience
Harris-Galveston Subsidence District   August 2013 - Present
Whitley Penn   May 2012 - July 2013
Null-Lairson P.C  December 2008 - May 2012

Skills
GAAP, Financial Analysis, Financial Accounting, Financial Statements, CPA, QuickBooks, External Audit, Financial Reporting, Auditing, Internal Controls, General Ledger, US GAAP, Accounts Payable, Accounting, Tax Preparation, Accounts Receivable

Education
University of Houston-Clear Lake   2006 — 2008
Bachelor of Sciences, Accountancy

South Puget Sound Community College   1995 — 1997
Associate of Arts, General

Liz Haven Liz Haven Houston, Texas Area Details
Liz Haven's Whitley Penn Experience May 2012 - May 2013
Job Accounting Supervisor at Katy Independent School District
Industry Accounting
Experience
Katy Independent School District  May 2013 - Present
Whitley Penn   May 2012 - May 2013
Null-Lairson P.C.   April 2011 - April 2012
NYSIF  September 2009 - March 2011
Fecteau & Company   January 2008 - March 2009
Weinstein Spira & Company  May 2006 - December 2007
Hungerford, Aldrin, Nichols & Carter, PC   July 1999 - April 2006

Skills
Financial Reporting, CPA, Internal Controls, Accounting, Financial Statements, GAAP, General Ledger

Education
Calvin College   1998 — 2002
BS, Accounting

K. Todd Crabtree K. Todd Crabtree Dallas, Texas Details
K. Todd Crabtree's Whitley Penn Experience July 2015 - Present
Job Tax Manager at Whitley Penn, CPAs
Industry Accounting
Experience
Whitley Penn   July 2015 - Present
Piercy Bowler Taylor & Kern, CPAs   January 2014 - July 2015
Piercy Bowler Taylor & Kern, CPAs   July 2011 - December 2013
Piercy Bowler Taylor & Kern, CPAs   January 2010 - June 2011
Novogradac & Company LLP  January 2009 - April 2009
Potts and Associates   June 2008 - December 2008
Brigham Young University - Idaho  February 2008 - December 2008
DHL GLOBAL FORWARDING  August 1997 - December 2006
The Church of Jesus Christ of Latter-Day Saints  1995 - 1997

Skills
Research, Leadership, Tax Preparation, Tax, QuickBooks, Financial Accounting, Journal Entries, Income Tax, Accounting, Corporate Tax, Tax Provision, Staff Training, Staff Supervision, Partnership Taxation, Efiling, Microsoft Excel, Microsoft Word, InDesign, Microsoft Office, Microsoft Access, Distribution Center..., International Logistics, State Tax, GoSystems, Real Estate

Education
Brigham Young University - Idaho   2007 — 2009
BS July 2009, Major: Accounting; Minor: Professional Writing

Carla Bryant, CFE Carla Bryant, CFE Dallas/Fort Worth Area Details
Carla Bryant, CFE's Whitley Penn Experience November 2005 - Present
Job Litigation, Valuation Services, Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   November 2005 - Present
BKD, LLP  January 2005 - September 2005
Sentinel Monitoring Corporation   September 1999 - October 2004

Skills
Certified Fraud Examiner, Tracing,..., Forensic Accounting, Auditing, Litigation Support, Business Valuation, Financial Analysis, Accounting, QuickBooks, External Audit, Financial Statements

Education
University of Arkansas at Little Rock   2001 — 2004
BS, Accounting

Arkansas State University   1979 — 1982
Zoology

Josh Agren Josh Agren Dallas/Fort Worth Area Details
Josh Agren's Whitley Penn Experience January 2015 - Present
Job Audit Partner at Whitley Penn
Industry Accounting
Experience
Whitley Penn   January 2015 - Present
Whitley Penn   July 2012 - Present
Whitley Penn   January 2010 - July 2012
Whitley Penn   September 2008 - January 2010
Wolf & Company, P.C.   September 2006 - August 2008
Wolf & Company, P.C.   September 2004 - September 2006

Skills
Financial Institutions, Manufacturing, Employee Benefits, Healthcare, CPA, GAAP, Internal Controls, Auditing, Accounting, Financial Reporting, Mergers & Acquisitions, Assurance, Financial Statements, US GAAP, Budgets, Financial Analysis, Financial Accounting, Finance

Education
Stonehill College   2003 — 2004
MSA, Accounting

Stonehill College   1999 — 2003
BSBA, Accounting

Pam Travis, PHR, SHRM-CP Pam Travis, PHR, SHRM-CP Houston, Texas Area Details
Pam Travis, PHR, SHRM-CP's Whitley Penn Experience May 2012 - Present
Job HR Director Houston at Whitley Penn
Industry Human Resources
Experience
Whitley Penn   May 2012 - Present
Null-Lairson P.C.   March 2010 - May 2012
HOK  February 2000 - June 2009
The Andrews Group International (AGI)   1998 - 2000
Coastal Banc ssb  1995 - 1997

Skills
Employee Relations, Compensation, Benefits, HRIS, Legal Compliance, Performance Management, Employee Engagement, Benefits Administration, Onboarding, Talent Management, Talent Acquisition, Policy, Employment Law, Interviewing, Leadership Development, HR Policies, Coaching, Hiring, Team Building, Employee Benefits, Workers Compensation, Workforce Planning, College Recruiting, Deferred Compensation, Recruiting, Temporary Placement, Interviews, Human Resources, Personnel Management, FMLA, Training, Succession Planning, Career Development, New Hire Orientations, Payroll, Conflict Resolution, Management, Job Descriptions

Education
University of Washington
BA, Sociology

Rice University
HR Management Professional Development Program

Texas State University-San Marcos
Certification, graduate level Lawyer's Assistant Program

Toby Cotton Toby Cotton Dallas/Fort Worth Area Details
Toby Cotton's Whitley Penn Experience December 2001 - Present
Job Tax Partner at Whitley Penn
Industry Accounting
Experience
Whitley Penn   December 2001 - Present
CF & Co, LLP   January 1999 - December 2001

Education
University of North Texas   2000 — 2003
MBA, Finance

Southeastern Oklahoma State University   1996 — 1998
BBA, Accounting

Carroll High School

Ben Briggs, MS, CPA Ben Briggs, MS, CPA Dallas/Fort Worth Area Details
Ben Briggs, MS, CPA's Whitley Penn Experience January 2009 - June 2009
Job Senior Financial Planner at RGT Wealth Advisors
Industry Financial Services
Experience
RGT Wealth Advisors  January 2014 - Present
Robertson, Griege & Thoele   April 2011 - December 2013
CliftonLarsonAllen  June 2009 - April 2011
Whitley Penn   January 2009 - June 2009
Robertson, Griege & Thoele   May 2007 - December 2008

Education
Southern Methodist University - Cox School of Business   2005 — 2008
Bachelor of Business in Financial Consulting, Accounting & Finance

The University of Texas at Dallas - School of Management   2009 — 2012
Master of Science in Accounting & Information Management, Accounting

Chelsea Izatt Chelsea Izatt Pocatello, Idaho Area Details
Chelsea Izatt's Whitley Penn Experience January 2014 - April 2014
Job Graduate Assistant at Idaho State University | Fitness Devotee
Industry Accounting
Experience
Idaho State University  August 2014 - Present
Searle Hart & Associates   2008 - August 2014
Whitley Penn   January 2014 - April 2014
BYU-Idaho  April 2012 - July 2013

Education
Idaho State University College of Business   2015 — 2016
Master of Business Administration (M.B.A.)

Idaho State University College of Business   2014 — 2015
Master’s Degree, Accountancy, Overall GPA: 4.0

Brigham Young University - Idaho   2008 — 2013
Bachelor's degree, Accounting, GPA: 3.97; Overall GPA: 3.98

Brenda K. Montgomery Brenda K. Montgomery Frisco, Texas Details
Brenda K. Montgomery's Whitley Penn Experience November 2014 - Present
Job Senior Audit Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   November 2014 - Present
JonesBaggett LLP  2003 - November 2014
Fisk and Robinson, P.C.   1997 - 2002
Fisk and Robinson, P.C.   1987 - 1992
Bright Banc   1987 - 1987
Shelby, Rucksdashel & Jones, C.P.A.   1986 - 1987

Skills
Accounting, CPA

Education
Stephen F. Austin State University   1982 — 1986
Bachelor's degree, BBA in Accounting; minor in Finance

Sally Luber Sally Luber Houston, Texas Area Details
Sally Luber's Whitley Penn Experience 2007 - 2009
Job Audit Senior Manager at CHAN Healthcare
Industry Accounting
Experience
CHAN Healthcare  January 2015 - Present
ABM Industries  November 2011 - January 2015
Grant Thornton LLP  2010 - November 2011
Briggs & Veselka Co.   2010 - 2010
Whitley Penn   2007 - 2009
First Financial Bank  2003 - 2007
Fifth Third Bank  2002 - 2003
Arthur Andersen  1998 - 2002

Education
The University of Texas at Dallas - School of Management   2005 — 2007
M.B.A.

Louisiana Tech University   1996 — 1998
B.S., Accounting

Macy Cook Macy Cook Waco, Texas Details
Macy Cook's Whitley Penn Experience June 2014 - August 2014
Job Master of Accountancy student at Baylor University
Industry Accounting
Experience
Baylor University—Academics Support Program   August 2014 - May 2015
Baylor University-Academic Support Program   November 2012 - December 2014
Whitley Penn   June 2014 - August 2014
Baylor University-Journalism Department   August 2012 - November 2012
Congressman Bill Flores   June 2012 - August 2012
Lonestar Ranch and Outdoors   August 2008 - August 2012

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Exchange, QuickBooks, StatTools

Education
Baylor University   2014 — 2015
Master of Accountancy, Accounting

Baylor University   2011 — 2014
Bachelor of Business Administration (BBA), Accounting

Stacy McElreath, CPA Stacy McElreath, CPA Dallas, Texas Details
Stacy McElreath, CPA's Whitley Penn Experience January 2010 - March 2010
Job Senior Tax Accountant at The Rosewood Corporation
Industry Accounting
Experience
The Rosewood Corporation  February 2014 - Present
PwC  October 2013 - February 2014
PwC  October 2011 - October 2013
PwC  June 2010 - August 2010
Whitley Penn   January 2010 - March 2010

Skills
Tax, Tax Research, High Net Worth..., Partnership Taxation, Trust Taxation, Corporate Tax, Foundation Returns, Gift Tax, Fixed Assets, Accounting, GoSystems, US GAAP, Strategic Financial..., Microsoft Excel, OneSource, Lacerte, Financial Planning

Education
Southern Methodist University   2010 — 2011
Master of Science in Accounting, Taxation, Valedictorian

Southern Methodist University   2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, English Minor

Prestonwood Christian Academy

Trinity Christian Academy

Kelly Shoulders Kelly Shoulders Dallas/Fort Worth Area Details
Kelly Shoulders's Whitley Penn Experience January 2013 - Present
Job Senior at Whitley Penn
Industry Accounting
Experience
Whitley Penn   January 2013 - Present
Whitley Penn   January 2011 - December 2012

Skills
GAAP, Financial Accounting, Internal Controls, SEC filings, CPA, US GAAP, Financial Statements, General Ledger

Education
University of North Texas   2004 — 2006
MBA, Business Administration

Oklahoma State University   1997 — 2001
BS, Business Administration

Collinsville High School

Collinsville High School

Kirby Kercheval, CPA Kirby Kercheval, CPA Dallas/Fort Worth Area Details
Kirby Kercheval, CPA's Whitley Penn Experience May 2002 - July 2004
Job Owner, KD Factors & Financial Services, LLC
Industry Financial Services
Experience
KD Factors & Financial Services, LLC   October 2007 - Present
Provident Financial, Inc   July 2004 - September 2007
Whitley Penn   May 2002 - July 2004

Skills
Sales, Funding, Internal Controls, Auditing, Start-ups, Loans, Cash Flow, Training, Financial Analysis, Accounting, Accounts Receivable, Commercial Finance, Finance, Factoring, Working Capital..., Asset Based Lending, Project Planning, Small Business, Mergers & Acquisitions, Management, Executive Management, Financial Services, Financial Statements, Commercial Lending, Small Business Lending, Credit, Due Diligence, Cash Management, CPA, Banking, Strategic Financial...

Education
Stephen F. Austin State University   1995 — 1999
BBA, Accounting

Keller High School

Rebecca Garza, CPA Rebecca Garza, CPA Dallas/Fort Worth Area Details
Rebecca Garza, CPA's Whitley Penn Experience September 2012 - November 2014
Job Tax Manager at Dixon Hughes Goodman LLP
Industry Accounting
Experience
Dixon Hughes Goodman LLP  November 2014 - Present
Whitley Penn   September 2012 - November 2014
Lane Gorman Trubitt, PLLC  January 2009 - September 2012
Morse & Co   January 2008 - November 2008

Skills
Income Tax, Tax Preparation, Microsoft Excel, Tax Accounting, Microsoft Office, Microsoft Word, Partnership Taxation, Corporate Tax, CPA, Trusts

Education
Oral Roberts University   2005 — 2008
BS, Accounting

Jeremy Golnick, CPA, ABV Jeremy Golnick, CPA, ABV Dallas, Texas Details
Jeremy Golnick, CPA, ABV's Whitley Penn Experience August 2009 - February 2013
Job Senior Consultant CBIZ Valuation
Industry Financial Services
Experience
CBIZ Valuation   February 2013 - Present
Whitley Penn   August 2009 - February 2013
Trinity Church  February 2007 - August 2009
SBB Management Company   March 2003 - January 2007
ABT Executive Suites   January 2003 - February 2003
Smart Travel   March 2002 - January 2003
Monitronics International  November 2001 - February 2002

Skills
Accounting, Business Valuation, CPA, Forensic Accounting, GAAP, SEC filings, Financial Accounting, Tax Accounting, Bookkeeping, Litigation Support, US GAAP, Financial Reporting, Tax, Financial Statements, Financial Analysis, Solvency Opinion, Finance, Financial Modeling, Mergers & Acquisitions, SEC Filings

Education
Southern Methodist University - Cox School of Business   2008 — 2009
Master of Science, Accounting (Tax concentration)

Dallas Baptist University   2001 — 2007
Bachelor of Business Studies, Finance & Accounting (double major)

Christ for the Nations Institute   1998 — 2000
Diploma, Practical Theology

Krina Traywick Krina Traywick Dallas/Fort Worth Area Details
Krina Traywick's Whitley Penn Experience June 2015 - Present
Job Audit Staff at Whitley Penn
Industry Accounting
Experience
Whitley Penn   June 2015 - Present
Whitley Penn   January 2014 - April 2014
Crowe Horwath LLP  June 2013 - June 2013
James Eye Associates   August 2011 - March 2013
Ethel & Myrtle, Inc.   November 2010 - August 2011
Nebraska Book Company  October 2008 - November 2010

Skills
Microsoft Excel, Accounts Payable, Accounts Receivable, Accounting, Auditing, Invoicing, Leadership, Medical Billing, Microsoft Office, GAAP, Handwriting Without..., Microsoft Word, Financial Accounting, US GAAP, Customer Service, PowerPoint, Internal Controls, Financial Statements

Education
University of North Texas   2012 — 2015
Bachelor and Master of Science Five-Year Program, Accounting (Audit)

Lone Star College System   2007 — 2010
Associate of Science (AS), General Studies

Robert Metz, CPA/ABV, CFE Robert Metz, CPA/ABV, CFE Dallas/Fort Worth Area Details
Robert Metz, CPA/ABV, CFE's Whitley Penn Experience February 2011 - Present
Job Senior Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   February 2011 - Present
PricewaterhouseCoopers  February 2010 - February 2011
Alcon Labs  February 2008 - February 2010
PricewaterhouseCoopers  July 2005 - February 2008

Skills
Forensic Accounting, Fraud, Internal Controls, CPA, Business Valuation, Expert Witness, Financial Audits, GAAP, Internal Audit, Risk Assessment, Financial Accounting, Financial Analysis

Education
Brigham Young University   2001 — 2005
Masters, Accountancy

Crowley High School

Aaron Ballard Aaron Ballard Dallas/Fort Worth Area Details
Aaron Ballard's Whitley Penn Experience October 2009 - Present
Job CPA at Whitley Penn
Industry Accounting
Experience
Whitley Penn   October 2009 - Present

Skills
CPA, Business Valuation, Litigation Support, Forensic Accounting, Asset Tracing, Report Writing, Financial Modeling, Microsoft Word, Microsoft Excel, PowerPoint, Financial Accounting, Financial Analysis

Education
Abilene Christian University   2008 — 2009
Master's, Accounting

Abilene Christian University   2005 — 2008
BBA, Accounting & Finance

Chelsea DeFlice Chelsea DeFlice Frisco, Texas Details
Chelsea DeFlice's Whitley Penn Experience August 2015 - Present
Job Tax Accountant at Whitley Penn
Industry Accounting
Experience
Whitley Penn   August 2015 - Present
Abilene Christian University  September 2012 - May 2015
PwC  June 2014 - August 2014
Whitley Penn   January 2014 - April 2014
State Farm  May 2013 - August 2013
Sports Authority  May 2012 - August 2012
Ericsson  May 2011 - August 2011
Walgreens  December 2009 - August 2010
Babe's Chicken Dinner House  December 2008 - July 2009

Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Financial Analysis, Teamwork, Financial Reporting, Customer Service

Education
Abilene Christian University   2014 — 2015
Master's Degree, Accounting

Abilene Christian University   2010 — 2013
Bachelor's Degree, Accounting

Brandt Schaars, CPA Brandt Schaars, CPA Fort Worth, Texas Details
Brandt Schaars, CPA's Whitley Penn Experience January 2014 - Present
Job Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   January 2014 - Present
BKD CPAs & Advisors  January 2013 - January 2014
BKD CPAs & Advisors  January 2012 - January 2014
Baylor University  January 2011 - December 2011
Lane Gorman Trubitt PLLC  January 2011 - May 2011

Skills
Income Tax, Corporate Tax, Tax Preparation, Tax Returns, Tax Accounting, Tax, Partnership Taxation, Partnership Accounting, State Tax, State Tax Planning, Mergers, M&A evaluation, Due Diligence, Mergers & Acquisitions, CPA, Tax Research

Education
Baylor University   2006 — 2011
Master of Taxation (M. Tax), Accounting

Baylor University

Bailey Blankenship Bailey Blankenship Colleyville, Texas Details
Bailey Blankenship's Whitley Penn Experience May 2015 - Present
Job Staff auditor at Whitley Penn
Industry Accounting
Experience
Whitley Penn   May 2015 - Present

Skills
Quick learner, Mathematics, Listener, team worker

Education
Texas Tech University   2009 — 2015
Master of Business Administration (MBA), Accounting

Southern Methodist University   2008 — 2009

Jenni (Burks) Barnett, CPA Jenni (Burks) Barnett, CPA Dallas/Fort Worth Area Details
Jenni (Burks) Barnett, CPA's Whitley Penn Experience June 2014 - Present
Job Assurance and Advisory Senior at Whitley Penn
Industry Accounting
Experience
Whitley Penn   June 2014 - Present
Whitley Penn LLP  September 2012 - June 2014
Davis Kinard & CO. CPA   January 2010 - September 2012
Whitley Penn LLP  January 2011 - March 2011
Davis Kinard & Co.   September 2009 - December 2009

Skills
CPA, SEC filings, US GAAP, Financial Statements, Sarbanes-Oxley Act, General Ledger, Account Reconciliation, Tax Returns, Income Tax, Tax Research, Fixed Assets, Internal Audit, Bookkeeping, Tax Accounting, Forensic Accounting, Finance, Peachtree, Budgets, Payroll, Accounts Receivable, Cost Accounting

Education
Abilene Christian University   2011 — 2012
Master of Accountancy

Abilene Christian University   2007 — 2011
Bachelor of Business Administration, Accounting, Finance

Jered Wilkerson Jered Wilkerson Charleston, South Carolina Area Details
Jered Wilkerson's Whitley Penn Experience 2006 - 2006
Job Real Estate Professional, Fitness Bootcamps
Industry Real Estate
Experience
NAI Avant, LLC  March 2015 - Present
Self-Employed  2006 - Present
RoyaltyRep, LLC   June 2009 - Present
Keller Williams Real Estate  August 2013 - February 2015
Camp Gladiator  August 2013 - July 2014
New School Advisors, LLC   2010 - 2013
VLMC, Inc.   2006 - 2009
Whitley Penn   2006 - 2006
Ernst & Young  2005 - 2005

Skills
Energy, Mergers, Energy Industry, Due Diligence, Leases, Brokerage, Land Acquisition, Acquisitions, Joint Ventures, Contract Negotiation, Real Estate, Valuation, Negotiation, Investments, Petroleum, Internet Entrepreneur, Social Networking, Social Media Marketing, Mergers & Acquisitions, Investment Properties, Asset Management, Financial Modeling, Business Development, Finance, Portfolio Management

Education
Texas A&M University   2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General

Jönköping University   2004 — 2004
International Business

Rexanna Salinas Rexanna Salinas Dallas/Fort Worth Area Details
Rexanna Salinas's Whitley Penn Experience June 2010 - May 2012
Job Tax / Legal Assistant at Pillar
Industry Accounting
Experience
Pillar  September 2012 - Present
Whitley Penn   June 2010 - May 2012
Sommerville & Associates   May 2008 - December 2009
Nokia Mobile Phones  May 1996 - June 1999

Skills
Excel, Microsoft Office, Purchasing, Legal Documents, Microsoft Excel, Office Management, Accounting, Tax, Sarbanes-Oxley Act, Budget, Microsoft Word, Manufacturing, PowerPoint, Customer Service, Outlook, SAP, Financial Statements, Tax processing, Payroll Taxes, QuickBooks, GAAP, Corporate Tax, Access

Education
University of Texas in Arlington   2004 — 2007
Political Science

Tarrant County College   1998 — 1999

Ruth Stapp Ruth Stapp Dallas/Fort Worth Area Details
Ruth Stapp's Whitley Penn Experience April 2004 - Present
Job Senior Executive Assistant at Whitley Penn LLP
Industry Accounting
Experience
Whitley Penn   April 2004 - Present
Grant Thornton LLP  January 2003 - March 2004
KPMG US  May 2002 - December 2002
Arthur Andersen  May 1997 - May 2002

Education
Tarrant County College   2005 — 2013
Associate of Arts (AA), General

Andrew Pickett, MBA, CPA Andrew Pickett, MBA, CPA Fort Worth, Texas Details
Andrew Pickett, MBA, CPA's Whitley Penn Experience August 2011 - June 2014
Job Assurance Manager at BDO USA, LLP Devoted and Established Client Resource in Energy (Oil & Gas)
Industry Accounting
Experience
BDO USA, LLP  July 2014 - Present
Whitley Penn   August 2011 - June 2014
BKD CPAs & Advisors  January 2010 - August 2011
BKD CPAs & Advisors  January 2008 - December 2009

Skills
CPA, GAAP, Auditing, US GAAP, Internal Controls, External Audit, Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Accounting, Financial Statements, General Ledger, Assurance, IFRS, Oil & Gas Industry, Upstream, Oil & Gas Accounting, Energy Audits, Oil/Gas, Energy Industry, Energy, Financial Analysis

Education
University of North Texas   2005 — 2007
Master of Business Administration (MBA), Accounting

Kansas State University   1995 — 1999
Bachelor of Science (B.S.), Animal Sciences

Other

Other

Marcos Montanez Marcos Montanez Dallas/Fort Worth Area Details
Marcos Montanez's Whitley Penn Experience June 2011 - June 2013
Job Regional IT Coordinator
Industry Information Technology and Services
Experience
PSAV  June 2015 - Present
Total Equipment And Service  July 2014 - July 2015
RealPage, Inc.   June 2013 - July 2014
Whitley Penn   June 2011 - June 2013

Skills
XP, Windows 7, Troubleshooting, Technical Support, Software Installation, Active Directory, Windows XP, VPN, Hardware, TCP/IP, HP, Cloud Computing, iPhone, Desktop Computers, Laptops, DNS, DHCP, Help Desk Support, Printers, Remote Desktop, Microsoft Exchange, Computer Hardware, Servers, Citrix, Windows XP Pro, Network Administration, Windows Server, BMC Remedy, System Deployment, Wireless Networking, Computer Repair, Operating Systems, Outlook, Norton Ghost, Computer Maintenance, System Administration, Network Security, Server Administration, Antivirus, Group Policy, LAN-WAN, Information Technology, Dell Computers, Management, Documentation, Networking

Education
Paris Junior College   2008 — 2011
Associate of Arts and Sciences (A.A.S.), Network and System Administration/Administrator

Phoenix Charter School   2004 — 2008
High School, High School/Secondary Diplomas and Certificates

Gary A. Scarborough, CPA/PFS, CFP ® Gary A. Scarborough, CPA/PFS, CFP ® Dallas/Fort Worth Area Details
Gary A. Scarborough, CPA/PFS, CFP ®'s Whitley Penn Experience 2004 - July 2010
Job Partner at J. Taylor & Associates, LLC
Industry Accounting
Experience
J. Taylor & Associates, LLC   July 2010 - Present
Whitley Penn   2004 - July 2010
Buchanan Clarke Schlader. LLP  2003 - 2004
WilTel Communications (Now Level 3)   2001 - 2003

Skills
Tax, High Net Worth..., Tax Compliance, Accounting, Financial Planning, Finance, Estate Planning, Due Diligence, Financial Statements, General Ledger, Mergers & Acquisitions, Tax Preparation, QuickBooks, Strategic Financial..., Internal Controls, Retirement Planning, Corporate Tax, Account Reconciliation, Tax Returns, Insurance, Auditing, Life Insurance, Small Business, Financial Reporting, Business Valuation, Tax Accounting, Financial Planners, Bookkeeping, Income Tax, GAAP, Tax Research, SEC filings, Partnership Taxation, Financial Accounting, Financial Analysis, S Corporations, Sarbanes-Oxley Act, Sales Tax

Education
Northeastern State University   1997 — 2001

Brad Chapman, CPA, CFE Brad Chapman, CPA, CFE Dallas/Fort Worth Area Details
Brad Chapman, CPA, CFE's Whitley Penn Experience July 2014 - Present
Job Audit Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   July 2014 - Present
Whitley Penn   September 2012 - June 2014
Davis Kinard & Co. PC   October 2011 - August 2012
Davis Kinard & Co. PC   May 2009 - September 2011
Davis Kinard & Co. PC   May 2008 - April 2009

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Financial Accounting, Auditing, QuickBooks, Accounting, Nonprofits, Accounts Receivable, Accounts Payable, Financial Reporting, Financial Analysis, External Audit, Analysis, Survival Skills, Long Distance Running, CPA, Bicycle Accidents, Dinosaurs, Weather Forecasting, Magicians

Education
Abilene Christian University   2004 — 2009
BBA, MACC

Landri Ognowski Landri Ognowski Abilene, Texas Details
Landri Ognowski's Whitley Penn Experience July 2014 - August 2015
Job Accounting Manager, Financial Reporting at HardinSimmons University
Industry Accounting
Experience
Hardin-Simmons University  September 2015 - Present
Whitley Penn   July 2014 - August 2015
Whitley Penn   January 2013 - June 2014
FDLIC  March 2011 - June 2011
Whitley Penn   January 2011 - March 2011

Skills
GAAP, Auditing, Accounting, US GAAP, Financial Reporting, Financial Analysis

Education
Baylor University   2007 — 2012
Master of Accountancy, Accounting

Justin Cure Justin Cure Dallas/Fort Worth Area Details
Justin Cure's Whitley Penn Experience July 2011 - October 2012
Job President at J.M. Cure CPA, PLLC
Industry Accounting
Experience
J.M. Cure CPA, PLLC   February 2015 - Present
Commercial Metals Company  March 2014 - February 2015
Commercial Metals Company  October 2012 - March 2014
Whitley Penn   July 2011 - October 2012
Deloitte  January 2009 - July 2011
Petroleum Accounting Consultants, PLLC   August 2006 - May 2007
Beaird Harris & Co., P.C.   January 2005 - May 2005

Skills
US GAAP, Technical Accounting..., Revenue Recognition, Revenue Analysis, Accounting, Auditing, Financial Accounting, Interpersonal..., Internal Audit, Financial Reporting, SEC filings, External Audit, SEC reporting, Budgets, Public Speaking, Financial Statement..., Financial Statement..., Analytics, Internal Controls, Sarbanes-Oxley Act, SEC Filings

Education
University of Oklahoma - Price College of Business
BS, Accounting

Oklahoma City University
MSA, Masters in the Science of Accounting

Mark Zimmer Mark Zimmer Austin, Texas Details
Mark Zimmer's Whitley Penn Experience September 2005 - April 2006
Job Commercial Sales Director at Bazaarvoice
Industry Information Technology and Services
Experience
Bazaarvoice  December 2014 - Present
Meltwater Group  October 2013 - November 2014
Meltwater Group  September 2012 - September 2013
Print Avenue   January 2010 - August 2012
MyWeddingPaper.com   June 2008 - January 2010
Revere Commercial Realty   September 2006 - August 2007
Whitley Penn   September 2005 - April 2006

Skills
Direct Mail, Marketing Strategy, Copywriting, Strategy, Social Networking, Content Strategy, Consulting, Supply Chain Management, Web Pages, Direct Marketing, Budgets, Social Media Marketing, Marketing, E-commerce, Sales

Education
Southern Methodist University   2004 — 2008
Bachelor of Business Administration (BBA), Finance & Economics

John Burroughs High School   2000 — 2004

Kristen Lollar Kristen Lollar Dallas/Fort Worth Area Details
Kristen Lollar's Whitley Penn Experience May 2012 - Present
Job Director of Marketing at Whitley Penn
Industry Accounting
Experience
Whitley Penn   May 2012 - Present
Vinson & Elkins  November 2011 - April 2012
Greenberg Traurig  March 2006 - November 2011
Munsch Hardt Kopf & Harr, P.C.   January 2003 - April 2005
Strasburger & Price, LLP   2004 - 2005
Munsch Hardt Kopf & Harr, P.C.   April 2002 - January 2003
Baker Botts  2000 - 2002
National City Mortgage Corporation   2000 - 2001

Skills
Marketing, Marketing Communications, Business Development, Public Relations, Event Planning, Marketing Strategy, Event Management, Strategic Planning, Media Relations, Legal Marketing, Corporate Communications, Social Networking, Social Media, Press Releases, Legal Research, Public Speaking, Strategy, Market Research, Contract Negotiation, Negotiation, Advertising, Research, Social Media Marketing, Online Marketing, Email Marketing, Internal Communications, Nonprofits, Newsletters, Copywriting, Direct Marketing, Integrated Marketing, Brand Development, PowerPoint, Fundraising, Project Management, Community Service

Education
Texas Tech University   1997 — 2000
BA, Public Relations

Midwestern State University   1995 — 1997
Music Education

Rider High School

Stasi Sanders Stasi Sanders Dallas/Fort Worth Area Details
Stasi Sanders's Whitley Penn Experience January 2005 - October 2006
Job Supervisor at Jasper Ridge Partners
Industry Investment Management
Experience
Jasper Ridge Partners  January 2014 - Present
Jasper Ridge Partners  November 2006 - January 2014
Whitley Penn   January 2005 - October 2006
Lockheed Martin  October 2001 - January 2005
US Dept. of Labor/ Office of Inspector General   July 2000 - October 2001

Skills
Financial Reporting, Accounting, Auditing, GAAP, Financial Analysis, US GAAP, CPA, General Ledger, Financial Accounting, Account Reconciliation, QuickBooks, Accounts Payable, Accounts Receivable, Bookkeeping, Forecasting, Finance, Hedge Funds

Education
Texas Christian University   2002 — 2004
MBA

Nicholls State University   1996 — 2000
Bachelor, Accounting

RD Patel RD Patel Dallas, Texas Details
RD Patel's Whitley Penn Experience 2008 - 2008
Job Senior Accountant at Orthofix
Industry Accounting
Experience
Orthofix  October 2014 - Present
Hein & Associates  January 2012 - October 2014
Pillar Hotels and Resorts (formerly Archon Hospitality)   July 2008 - December 2011
Whitley Penn   2008 - 2008
Travis Wolff and Company   2007 - 2007

Skills
Accounting, Financial Reporting, Management, Financial Accounting, Payroll, Auditing, CPA, Due Diligence, Account Reconciliation, Sarbanes-Oxley Act, GAAP, Internal Audit, General Ledger, SEC filings, Accounts Receivable, Accounts Payable, Financial Analysis, Teamwork, Internal Controls, US GAAP, Assurance, SEC Filings

Education
University of North Texas   2004 — 2007
BS, Accounting

Mountain View College

John Van Zanten John Van Zanten Dallas/Fort Worth Area Details
John Van Zanten's Whitley Penn Experience May 2007 - Present
Job Tax Partner at Whitley Penn
Industry Accounting
Experience
Whitley Penn   May 2007 - Present
McCaslin & Company, LLP   November 1997 - May 2007

Skills
Accounting, CPA, Tax, Partnership Taxation

Education
The University of Texas at Arlington   1995 — 1997
MBA, Acounting

Austin College   1990 — 1994
BA, Business

Nikki North, CPA Nikki North, CPA Dallas/Fort Worth Area Details
Nikki North, CPA's Whitley Penn Experience July 2008 - March 2009
Job Accounting Manager
Industry Accounting
Experience
RGT Capital Management, Ltd   June 2015 - Present
RGT Capital Management, Ltd   May 2013 - May 2015
Saville, Dodgen & Co.   May 2012 - May 2013
Dean Foods  April 2011 - April 2012
Dean Foods  July 2009 - April 2011
Whitley Penn   July 2008 - March 2009
Ernst & Young  September 2007 - June 2008
Radian Hennigan, CPA   2003 - 2007

Education
Louisiana Tech University   2006 — 2007
Masters of Professional Accountancy

Louisiana Tech University   2002 — 2006
Bachelor's degree, Accounting

Charlie Pimentel Charlie Pimentel Dallas/Fort Worth Area Details
Charlie Pimentel's Whitley Penn Experience January 2015 - Present
Job Sales Tax Manager Whitley Penn
Industry Management Consulting
Experience
Whitley Penn   January 2015 - Present
K.E. Andrews & Company   February 2008 - September 2014
Key Energy Services  September 2005 - January 2008

Skills
Tax, Accounting, Fixed Assets, Auditing, Sales Tax, General Ledger, Financial Reporting, Use Tax, Financial Analysis, Budgets, Financial Accounting, Account Reconciliation, Sarbanes-Oxley Act, GAAP, Tax Research, Internal Controls

Education
Stephen F. Austin State University   1972 — 1974

Leigh Atkinson, JD, CPA Leigh Atkinson, JD, CPA Dallas/Fort Worth Area Details
Leigh Atkinson, JD, CPA's Whitley Penn Experience June 2003 - June 2004
Job Technical Tax Editor at Thomson Reuters
Industry Accounting
Experience
Thomson Reuters  June 2013 - Present
Gandy, Calverley & Co.   April 2012 - June 2013
TPG Capital  January 2007 - April 2012
Guardianship Services   2006 - 2007
Gandy, Calverley & Co., P.C.   June 2004 - December 2006
Whitley Penn   June 2003 - June 2004
Brown, Graham & Co., PC   June 2000 - June 2003
Green & McCullar LLP   September 1996 - June 2000

Skills
Private Equity, Income Tax, Tax, Estate Planning, CPA, Financial Reporting, Business Planning, International Tax, Corporate Tax, Mergers & Acquisitions, Tax Accounting, Due Diligence

Education
The University of Texas School of Law   1993 — 1996
J.D., Law

Baylor University   1989 — 1993
B.A., Philosophy

Christine Cavett Christine Cavett Dallas, Texas Details
Christine Cavett's Whitley Penn Experience July 2015 - Present
Job Accounting Services at Whitley Penn
Industry Accounting
Experience
Whitley Penn   July 2015 - Present
Whitley Penn   November 2014 - June 2015
JonesBaggett LLP  September 2014 - October 2014
Eagle Distributors,LLC   September 2012 - August 2014
Audio Video Marketing   April 2010 - August 2012
Starpower  April 2007 - April 2010

Skills
Consumer Electronics, Home Theater, Retail, Sales Management, Sales, Account Management, Home Automation, Merchandising, Product Marketing, Inventory Management, Electronics, Sound, New Business Development, Negotiation, Medical Terminology, Medical Assisting, Venipuncture, Team Building, Team Leadership, Team-oriented, Procurement, Purchasing Processes, Customer Satisfaction, Pricing, B2B, Sales Operations, Forecasting, Purchasing, Direct Sales, Product Development, Customer Service

Education
PrimaMed Training Institute   2013 — 2013
NCT, Radiologic Technology/Science - Radiographer

Richland Community College   2005 — 2009
Associates in Science, Accounting

ATI Career Training Center-Dallas   2002 — 2003
Diploma, Medical Assistant

Michael McLean, CPA Michael McLean, CPA Dallas/Fort Worth Area Details
Michael McLean, CPA's Whitley Penn Experience August 2012 - June 2015
Job Senior Associate III at Weaver
Industry Accounting
Experience
Weaver  July 2015 - Present
Whitley Penn   August 2012 - June 2015
Gainer Donnelly LLP  January 2012 - August 2012
Gainer Donnelly LLP  October 2010 - December 2011
EEPB, PC  August 2009 - October 2010
Henry & Peters, PC   January 2008 - March 2008

Skills
Microsoft Office Suite,..., CCH ProSystem fx, Adobe Acrobat, PPC's Smart Practice..., Checkpoint Tools for PPC, US GAAP, Auditing, SEC filings, CPA, External Audit, Financial Statements, Corporate Tax

Education
Stephen F. Austin State University   2008 — 2009
Master of Professional Accountancy, 4.0

Stephen F. Austin State University   2004 — 2008
Bachelor of Business Administration (B.B.A.) with Honors, Accounting, 3.67

Joe Lavis Joe Lavis Dallas, Texas Details
Joe Lavis's Whitley Penn Experience July 2011 - Present
Job Tax Accountant
Industry Accounting
Experience
Whitley Penn   July 2011 - Present
Pattillo Brown & Hill L.L.P   January 2010 - June 2011

Skills
Accounting, ProSystem fx Tax, Financial Reporting, Internal Controls, Tax Preparation, CPA, Auditing, Partnership Taxation, Tax Research, Corporate Tax, Tax Accounting, Tax, Financial Statements, SEC filings, Income Tax, External Audit, GAAP, General Ledger, Financial Accounting

Education
Baylor University - Hankamer School of Business   2005 — 2009
BBA, Accounting

Baylor University

Lauren Boan Lauren Boan Dallas/Fort Worth Area Details
Lauren Boan's Whitley Penn Experience May 2006 - August 2006
Job CPA, Senior Consultant at FTI Consulting
Industry Accounting
Experience
FTI Consulting  March 2011 - Present
FTI Consulting  September 2008 - March 2011
PricewaterhouseCoopers  May 2007 - August 2007
Whitley Penn   May 2006 - August 2006

Skills
Budget, Accounting, Auditing, Finance, Compliance, FCPA, Risk Assessment, Damages Analysis, Financial Modeling, Forensic Investigations, Financial Accounting, CPA, Due Diligence

Education
Southern Methodist University - Cox School of Business   2007 — 2008
MSA, Accounting

Texas Christian University - M.J. Neeley School of Business   2003 — 2007
BBA, Finance & Accounting

Marilyn Brewster, SPHR, CPP Marilyn Brewster, SPHR, CPP Dallas/Fort Worth Area Details
Marilyn Brewster, SPHR, CPP's Whitley Penn Experience June 2010 - Present
Job .
Industry Accounting
Experience
Whitley Penn   June 2010 - Present
Electro Acoustics & Video, Inc.   May 1996 - June 2010
AGP Laboratories   February 1991 - April 1993
United States Department of Agriculture  July 1987 - February 1991

Skills
GAAP, Employee Benefits, Accounting, Budgets, Payroll, Fixed Assets, Process Improvement, Internal Controls, Payroll Taxes, Human Resources, Financial Accounting, Financial Statements

Education
The University of Texas at Arlington - College of Business   1984 — 1987
BBA, Business

Edison Community College   1981 — 1983
AA, Piano Performance

Teresa Petty Teresa Petty Dallas/Fort Worth Area Details
Teresa Petty's Whitley Penn Experience 1999 - 2001
Job Secretary at Keller Independent School District
Industry Human Resources
Experience
Keller Independent School District  August 2004 - Present
FLS Aerospace   August 2002 - May 2004
Whitley Penn   1999 - 2001

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Employee Relations, English, Customer Service, Outlook, Teamwork, Administrative..., Organizational..., Research, Office Management, Data Entry, Change Management

Education
DeVry University   1990 — 1992
Computer Programming

J.A. Fair HS   1986 — 1990
Child Development

Brad Pollock Brad Pollock Dallas/Fort Worth Area Details
Brad Pollock's Whitley Penn Experience September 2008 - May 2010
Job
Industry Financial Services
Experience
Lain, Faulkner & Co., PC   June 2010 - Present
Whitley Penn   September 2008 - May 2010
KPMG  September 2004 - August 2008

Skills
Accounting, SEC reporting, Business Valuation, Financial Reporting, Forensic Accounting, Due Diligence, Audit, Litigation Support

Education
Stephen F. Austin State University   1999 — 2004
Master of Professional Accountancy

Autumn Kraus, CPA/ABV Autumn Kraus, CPA/ABV Dallas/Fort Worth Area Details
Autumn Kraus, CPA/ABV's Whitley Penn Experience October 2006 - Present
Job Partner Litigation Support at Whitley Penn
Industry Accounting
Experience
Whitley Penn   October 2006 - Present
Commercial Bank of Texas, N.A.   May 1993 - July 2003
Archer Daniels Midland Company  May 1984 - April 1994

Skills
Litigation Support, Forensic Accounting, Family Law, Business Valuation, Dispute Resolution, Estate Planning, Alternative Dispute..., Fraud, Mediation, Auditing, Commercial Litigation, CPA, Litigation, Due Diligence, Collaborative Law, Mergers & Acquisitions, Tax, SEC filings

Education
Texas Wesleyan University   2003 — 2006
Doctor of Law (JD), Law

Stephen F. Austin State University   1992 — 1994
MBA, Business

Millikin University   1980 — 1984
BS, Accounting and Marketing

Ethan Jacobs Ethan Jacobs Dallas/Fort Worth Area Details
Ethan Jacobs's Whitley Penn Experience August 2008 - November 2009
Job Director, Capital Markets and Acounting Advisory Services at PwC
Industry Accounting
Experience
PwC  June 2015 - Present
La Quinta Holdings Inc.   November 2009 - June 2015
Whitley Penn   August 2008 - November 2009
Beach, Fleischman & Co., PC   2004 - 2008
Stonefield Josephson  2002 - 2004

Skills
General Ledger, GAAP, Financial Reporting, Internal Controls, SEC filings, Financial Analysis, Account Reconciliation, Financial Statements, CPA, Bank Reconciliation, Sarbanes-Oxley, Accounting, SOX, Auditing, US GAAP, Financial Accounting, Strategic Financial..., Variance Analysis, PeopleSoft Financial, IPO, SEC Filings, Sarbanes-Oxley Act

Education
California State University-Northridge   1998 — 2002
B.S., Accounting

Elise Padgett Elise Padgett Fort Worth, Texas Details
Elise Padgett's Whitley Penn Experience August 2009 - Present
Job Manager Forensic, Litigation & Valuation Services Group at Whitley Penn
Industry Financial Services
Experience
Whitley Penn   August 2009 - Present
Larry R. Cook & Associates   2006 - 2009

Skills
Business Valuation, Financial Analysis, Litigation Support, Forensic Accounting, Tax, Financial Modeling, Financial Forecasting, Consulting, Microsoft Excel, PowerPoint, Lotus 123

Education
Abilene Christian University   2005 — 2009
BBA, Finance, Accounting, Communications, Summa Cum Laude

Justin Wetzler, CPA Justin Wetzler, CPA Dallas/Fort Worth Area Details
Justin Wetzler, CPA's Whitley Penn Experience January 2013 - Present
Job Tax Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   January 2013 - Present
Dean Foods  February 2012 - January 2013
Rylander Clay & Opitz, LLP   July 2011 - January 2012
Rylander, Clay & Opitz, LLP   February 2009 - July 2011
PwC  July 2006 - January 2009
Hoffman Clark LLC   November 2003 - May 2006

Skills
Tax, Internal Controls, GAAP, Financial Reporting, Financial Accounting, CPA, Accounting

Education
Saint Louis University   2001 — 2006
Bachelor of Science (B.S.), Accounting

Anne Moretti Langford Anne Moretti Langford Dallas, Texas Details
Anne Moretti Langford's Whitley Penn Experience July 2010 - July 2011
Job Corporate Associate at Andrews Kurth
Industry Law Practice
Experience
Andrews Kurth  September 2014 - Present
SMU Dedman School of Law  August 2011 - May 2014
Lennox International  September 2013 - December 2013
Underwood Perkins, P.C.   May 2013 - August 2013
68th Civil District Court, The Honorable Judge Martin Hoffman   August 2012 - August 2012
254th Family District Court, The Honorable Judge James Martin   June 2012 - August 2012
U.S. Department of Labor   May 2012 - June 2012
Whitley Penn   July 2010 - July 2011
KPMG  August 2007 - July 2010

Skills
Due Diligence, Accounting, Financial Analysis, Financial Accounting, CPA, Auditing, Financial Reporting, Mergers, Internal Controls, Private Equity

Education
Southern Methodist University Dedman School of Law   2011 — 2014
J.D., Magna Cum Laude

University of Notre Dame - Mendoza College of Business   2003 — 2007
Bachelor's Degree, Accounting, Magna Cum Laude

John Cabot University - Rome, Study Abroad

Ruchi Desai/Zaveri Ruchi Desai/Zaveri Dallas/Fort Worth Area Details
Ruchi Desai/Zaveri's Whitley Penn Experience July 2008 - July 2010
Job Front Office Coordinator at Whitley Penn
Industry Human Resources
Experience
Whitley Penn   July 2008 - July 2010

Education
Collin County Community College
Associate of Arts (A.A.), Business Administration and Management, General

Collin County Community College
Certification, Office Systems Technology

Lori Vance Lori Vance Fort Worth, Texas Details
Lori Vance's Whitley Penn Experience December 2012 - August 2013
Job Accounting Assistant/Receptionist at Infinity Contractors Int'l
Industry Construction
Experience
Infinity Contractors Int'l Ltd  August 2013 - Present
Whitley Penn   December 2012 - August 2013
Infinity Contractors Int'l Ltd  2013 - 2013
Rife Energy Operating, Inc.   November 2008 - December 2012
Kroger Pharmacy  September 2001 - October 2008

Skills
General Ledger, Accounts Payable, Microsoft Excel, Invoicing, Accounts Receivable, Outlook, Microsoft Word, Spreadsheets, Microsoft Office, Bank Reconciliation, Journal Entries, Customer Service, Cost Accounting, Data Entry, OGSYS, Texas Notary, Inventory, Telephone Skills, Cash, Invoice Processing, 10 Key, Notary Public, Accounting, Construction, Account Reconciliation

Education
Tarrant County College
General Studies

Nancy Seibel Nancy Seibel Houston, Texas Area Details
Nancy Seibel's Whitley Penn Experience May 2012 - Present
Job Tax preparer at Whitley Penn
Industry Accounting
Experience
Whitley Penn   May 2012 - Present
Null-Lairson PC  January 2009 - May 2012

Education
Houston Community College
Associate Business Management, Human Resource Management

Kansas State University
Bachelor of Science

University of Houston
Master of Education

Mark Topel Mark Topel Dallas/Fort Worth Area Details
Mark Topel's Whitley Penn Experience May 1983 - Present
Job Tax Partner at Whitley Penn
Industry Accounting
Experience
Whitley Penn   May 1983 - Present

Skills
CPA, Partnership Taxation, Corporate Tax, GAAP, Tax Accounting, Tax Research, SEC filings, Tax, Tax Preparation, Income Tax, Tax Returns, Financial Statements, Forensic Accounting, ProSystem fx Tax, US GAAP, SEC Filings

Education
Walsh College   1976 — 1978
Bachelors, Accounting

Macomb Community College   1974 — 1976
Associates, Accounting

Shawn Boyce Shawn Boyce Dallas/Fort Worth Area Details
Shawn Boyce's Whitley Penn Experience July 2006 - Present
Job Senior Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   July 2006 - Present
Edward White & Co.   January 1997 - August 2005

Skills
Tax, CPA, Tax Accounting, Tax Preparation, GAAP, Partnership Taxation, Income Tax, Business Development, SEC filings, Financial Analysis, Corporate Tax, Accounting, Tax Returns, US GAAP, Personal Tax Planning, Tax Research, Financial Reporting, SEC Filings

Education
California State University-Northridge   1982 — 1988
Bachelor of Science (B.S.), Mathematics

Kelsey Cornwall Kelsey Cornwall Dallas/Fort Worth Area Details
Kelsey Cornwall's Whitley Penn Experience July 2006 - July 2010
Job CPA
Industry Consumer Goods
Experience
Fruit of the Earth  July 2012 - Present
Red Oak Water Transfer, Inc   August 2010 - April 2012
Whitley Penn   July 2006 - July 2010
Covenant Health System  May 2002 - May 2006

Skills
Accounting, Financial Reporting, Financial Analysis, QuickBooks, Tax, General Ledger, CPA, Accounts Receivable, Accounts Payable, Strategic Financial..., GAAP, Tax Accounting

Education
Texas Tech University - Rawls College of Business   2002 — 2006
Master's degree, Taxation

Abilene Christian University   2001 — 2002

Alex Finley Alex Finley Dallas/Fort Worth Area Details
Alex Finley's Whitley Penn Experience July 2015 - Present
Job Tax Staff at Whitley Penn
Industry Accounting
Experience
Whitley Penn   July 2015 - Present
Whitley Penn   January 2014 - April 2014
Rains Tennis Works, Inc.   August 2007 - August 2009

Skills
Financial Accounting, Operations Management, Contractual Agreements

Education
University of North Texas
Master of Science (M.S.), Taxation

University of North Texas   2011 — 2013
Bachelor of Science (B.S.), Accounting

Belmont University   2009 — 2010
B.S., Songwriting

Kimberly Schnetzer Kimberly Schnetzer Dallas/Fort Worth Area Details
Kimberly Schnetzer's Whitley Penn Experience 2004 - 2006
Job CPA Tax Accounting Editor at Thomson Reuters
Industry Accounting
Experience
Thomson Reuters  May 2011 - Present
EY  2006 - 2011
Whitley Penn   2004 - 2006
EY  2000 - 2004
Craig Hamilton & Co, PC   1997 - 2000
Ryan  1995 - 1997

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Research, Budgets, English, Public Speaking, Windows, Tax Accounting, Corporate Tax, Technical Writing, Technical Editing, Financial Statements, CPA

Education
University of North Texas   1991 — 1995
Masters in Professional Accounting, Accounting

Franklin & Marshall College   1981 — 1985
B.S., Political Science and Government

Crystal Moralez Crystal Moralez Dallas/Fort Worth Area Details
Crystal Moralez's Whitley Penn Experience April 2012 - Present
Job Tax & Consulting Services at Whitley Penn
Industry Accounting
Experience
Whitley Penn   April 2012 - Present
Whitley Penn   January 2012 - April 2012
Volunteer Income Tax Assistance - VITA  January 2011 - April 2011
ACE Cash Express  July 2002 - January 2005

Skills
QuickBooks, Tax, CPA, GAAP, Accounting, Auditing, Income Tax, Tax Preparation, Corporate Tax, Financial Accounting, Financial Reporting, Partnership Taxation, Bookkeeping, Franchise Tax, State Tax, Engagement, Microsoft Excel, Compilation Of...

Education
Texas Wesleyan University   2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting

Tarrant County College   2007 — 2009
Associate of Arts (A.A.)

Hannah Casey Hannah Casey Fort Worth, Texas Details
Hannah Casey's Whitley Penn Experience September 2012 - March 2014
Job Fund Accountant at Oak Hill Advisors, L.P.
Industry Accounting
Experience
Oak Hill Advisors, L.P.   April 2014 - Present
Whitley Penn   September 2012 - March 2014
Whitley Penn   January 2012 - May 2012
Crowley Independent School District  January 2010 - December 2011
Sabine Parish Tourist Commission   April 2009 - November 2009

Education
The University of Texas at Arlington   2010 — 2012
Master's degree, Accounting

Northwestern State University   2005 — 2009
Bachelor's degree, Public Relations/Image Management

Nathan Beavers Nathan Beavers Austin, Texas Details
Nathan Beavers's Whitley Penn Experience January 2013 - March 2013
Job Auditor at Texas State Auditor's Office
Industry Accounting
Experience
Texas State Auditor's Office  June 2013 - Present
Kroger  October 2006 - May 2013
Whitley Penn   January 2013 - March 2013
Stephen F. Austin State University  January 2010 - December 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Writing, Auditing, Time Management, Research, Internal Audit

Education
Stephen F. Austin State University   2012 — 2013
Master of Professional Accountancy, Accounting

Stephen F. Austin State University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Professional Accountancy

Laura Bucek Laura Bucek Houston, Texas Details
Laura Bucek's Whitley Penn Experience September 2013 - June 2014
Job Auditor
Industry Accounting
Experience
Whitley Penn   September 2013 - June 2014
Kinder Morgan  October 2012 - August 2013
Stephen F. Austin State University  January 2012 - May 2012

Skills
Accounting, Auditing, Financial Audits, Government Auditing, SOX Compliancy, Risk Assessment, Microsoft Excel, Microsoft Word, Access, Outlook

Education
Stephen F. Austin State University   2007 — 2012
Master of Professional Accountancy with a Bachelor of Business Administration, Accounting

Chelsea Johnson, CPA Chelsea Johnson, CPA Hurst, Texas Details
Chelsea Johnson, CPA's Whitley Penn Experience January 2011 - Present
Job Tax Accountant at Whitley Penn
Industry Accounting
Experience
Whitley Penn   January 2011 - Present

Education
Abilene Christian University   2010 — 2010
Master of Accountancy

Abilene Christian University   2007 — 2009
Bachelor of Business Administration (BBA)

Mack Roenbrook, CPA Mack Roenbrook, CPA Fort Worth, Texas Details
Mack Roenbrook, CPA's Whitley Penn Experience July 2012 - Present
Job Audit Senior
Industry Accounting
Experience
Whitley Penn   July 2012 - Present
Whitley Penn   February 2012 - June 2012
AuldridgeGriffin, PC  September 2010 - January 2012
KPMG  January 2009 - March 2009

Education
Baylor University   2005 — 2010
Master of Accountancy, Accounting

Nick Rios Nick Rios Dallas/Fort Worth Area Details
Nick Rios's Whitley Penn Experience April 2012 - April 2013
Job Senior Financial Analyst at Dave & Buster's Inc.
Industry Accounting
Experience
Dave & Buster's Inc.   May 2014 - Present
Fiesta Restaurant Group, Inc.   April 2013 - April 2014
Whitley Penn   April 2012 - April 2013
Archon Group  March 2010 - April 2012
KPMG  September 2008 - March 2010

Skills
External Audit, Microsoft Excel, Oil/Gas, Midstream, Financial Reporting, Financial Services

Education
Southern Methodist University   2007 — 2008
Master of Science (MS), Accounting

Southern Methodist University   2003 — 2007
Bachelor of Business Administration (BBA), Accounting

Becky Godfrey Becky Godfrey Texas City, Texas Details
Becky Godfrey's Whitley Penn Experience December 2012 - Present
Job Senior Tax Accountant at Whitley Penn
Industry Accounting
Experience
Whitley Penn   December 2012 - Present
Vacek, Lange & Westerfield PC   July 2009 - December 2012
Burlington Northern Santa Fe Railway  July 2006 - July 2009

Skills
Income Tax, Research, CCH ProSystem fx, Accounting, Tax Preparation, Compilation Of..., Bookkeeping, Microsoft Excel, Microsoft Word, QuickBooks, Creative Solutions...

Education
Oklahoma Panhandle State University   1997 — 2001
Bachelor of Business Administration (BBA), Accounting and Computer Science

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