Whitley Penn
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Whitley Penn Employees
Employee
Years
Job
Industry
Caroline Mahalitc, CPA Caroline Mahalitc, CPA's Whitley Penn Experience January 2014 - Present
Job Audit Staff at Whitley Penn
Industry Accounting
Experience
Whitley Penn January 2014 - Present
Rawls College of Business at Texas Tech University August 2009 - December 2013
Lubbock Power & Light June 2012 - June 2013
KPMG US January 2013 - March 2013
EMAS AMC June 2011 - August 2011
Skills
Accounting, Microsoft Excel, Auditing, Financial Reporting, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Office, Leadership, Teamwork, Team Leadership, Team Management, Goal Setting, Result Oriented, High Achiever, Academic Achievement, Academic Tutoring, Data Entry, Risk Management, General Ledger, Bank Reconciliation, Internal Controls, Time Management, Payroll, Project Planning, Social Networking, Financial Accounting, Public Speaking, Financial Statements, Data Analysis, Outlook, Analysis, Budgets, Research, Customer Service, Accounts Receivable
Education
Texas Tech University 2012 — 2013
Master of Science (MS), Accounting, 3.818
Texas Tech University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, Summa Cum Laude
Whitley Penn January 2014 - Present
Rawls College of Business at Texas Tech University August 2009 - December 2013
Lubbock Power & Light June 2012 - June 2013
KPMG US January 2013 - March 2013
EMAS AMC June 2011 - August 2011
Skills
Accounting, Microsoft Excel, Auditing, Financial Reporting, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Office, Leadership, Teamwork, Team Leadership, Team Management, Goal Setting, Result Oriented, High Achiever, Academic Achievement, Academic Tutoring, Data Entry, Risk Management, General Ledger, Bank Reconciliation, Internal Controls, Time Management, Payroll, Project Planning, Social Networking, Financial Accounting, Public Speaking, Financial Statements, Data Analysis, Outlook, Analysis, Budgets, Research, Customer Service, Accounts Receivable
Education
Texas Tech University 2012 — 2013
Master of Science (MS), Accounting, 3.818
Texas Tech University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, Summa Cum Laude
Scott Woodward Scott Woodward's Whitley Penn Experience March 2013 - May 2014
Job Financial Executive
Industry Accounting
Experience
Unity Resources, LLC September 2014 - January 2015
Whitley Penn March 2013 - May 2014
UHY Advisors September 2008 - March 2013
Journey to Dream Foundation August 2008 - January 2011
Grant Thornton 2004 - 2008
Skorburg Company 2004 - 2004
KPMG 2002 - 2004
Arthur Andersen 1996 - 2002
Skills
Mergers & Acquisitions, Due Diligence, Auditing, Finance, CPA, Real Estate, SEC filings, Assurance, Internal Controls, GAAP, Financial Reporting, Sarbanes-Oxley Act, Accounting, Tax, Financial Analysis, Valuation, US GAAP, Strategic Planning, SEC Filings, Private Equity, Mergers, Management Consulting, Management, Financial Modeling, Financial Accounting, Corporate Tax, Cash Flow, Business Valuation, Acquisition Integration
Education
Texas A&M University - Mays Business School
MS
Texas A&M University
Bachelor of Science (BS)
Allen High School
Unity Resources, LLC September 2014 - January 2015
Whitley Penn March 2013 - May 2014
UHY Advisors September 2008 - March 2013
Journey to Dream Foundation August 2008 - January 2011
Grant Thornton 2004 - 2008
Skorburg Company 2004 - 2004
KPMG 2002 - 2004
Arthur Andersen 1996 - 2002
Skills
Mergers & Acquisitions, Due Diligence, Auditing, Finance, CPA, Real Estate, SEC filings, Assurance, Internal Controls, GAAP, Financial Reporting, Sarbanes-Oxley Act, Accounting, Tax, Financial Analysis, Valuation, US GAAP, Strategic Planning, SEC Filings, Private Equity, Mergers, Management Consulting, Management, Financial Modeling, Financial Accounting, Corporate Tax, Cash Flow, Business Valuation, Acquisition Integration
Education
Texas A&M University - Mays Business School
MS
Texas A&M University
Bachelor of Science (BS)
Allen High School
Denise Winslow Denise Winslow's Whitley Penn Experience May 2010 - January 2012
Job Controller/Accounting Manager/Oil and Gas Accountant
Industry Accounting
Experience
Financial Additions May 2013 - Present
Tug Hill Operating LLC March 2012 - May 2013
Whitley Penn May 2010 - January 2012
TXD Services October 2008 - May 2010
Joe T. Garcia's Restaurant February 2006 - October 2008
Pirvest, Incorporated April 2002 - February 2006
Self Employed November 1998 - April 2002
Skills
Full Charge Bookkeeping, Oil and Gas Accounting, Joint Interest Billings, Accounts Payable, Accounts Receivable, Asset Management, Cash Management, Microsoft Excel, Microsoft Word, OGSYS, OGSQL, Microsoft Office Xp, QuickBooks, Peachtree, Excalibur, EDI, DocVue, Oildex/Spendworks, WolfePak, Employee Training, Bank Reconciliation, Account Reconciliation, General Ledger..., Month End Close, Year End Close, Document Management, Expense Reports, Operating Budgets, Financial Reporting, Fleet Management, Sales and Use Tax..., Management, Liquor Tax, Payroll Taxes, Payroll, Corporate Records, Lines Of Credit, Letters of Credit, A/R collections, Factoring, Reporting & Analysis, Intercompany..., Intercompany Accounts, Accounting, Fixed Assets, General Ledger, Finance, Invoicing, Cash Flow, Auditing
Education
Arlington High School
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
The University of Texas at Arlington
Bachelor of Science (B.S.), Organizational Communication, Business
Financial Additions May 2013 - Present
Tug Hill Operating LLC March 2012 - May 2013
Whitley Penn May 2010 - January 2012
TXD Services October 2008 - May 2010
Joe T. Garcia's Restaurant February 2006 - October 2008
Pirvest, Incorporated April 2002 - February 2006
Self Employed November 1998 - April 2002
Skills
Full Charge Bookkeeping, Oil and Gas Accounting, Joint Interest Billings, Accounts Payable, Accounts Receivable, Asset Management, Cash Management, Microsoft Excel, Microsoft Word, OGSYS, OGSQL, Microsoft Office Xp, QuickBooks, Peachtree, Excalibur, EDI, DocVue, Oildex/Spendworks, WolfePak, Employee Training, Bank Reconciliation, Account Reconciliation, General Ledger..., Month End Close, Year End Close, Document Management, Expense Reports, Operating Budgets, Financial Reporting, Fleet Management, Sales and Use Tax..., Management, Liquor Tax, Payroll Taxes, Payroll, Corporate Records, Lines Of Credit, Letters of Credit, A/R collections, Factoring, Reporting & Analysis, Intercompany..., Intercompany Accounts, Accounting, Fixed Assets, General Ledger, Finance, Invoicing, Cash Flow, Auditing
Education
Arlington High School
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
The University of Texas at Arlington
Bachelor of Science (B.S.), Organizational Communication, Business
Brian Mullen, CPA Brian Mullen, CPA's Whitley Penn Experience July 2011 - June 2013
Job Financial Analyst at StreetLights Residential
Industry Real Estate
Experience
StreetLights Residential June 2013 - Present
Whitley Penn July 2011 - June 2013
Range Resources January 2009 - April 2010
Lincoln Property Company May 2008 - August 2008
Skills
Financial Reporting, Tax Accounting, US GAAP, Financial Analysis, Tax Preparation, Accounting, Tax, Financial Statements, Income Tax, Forensic Accounting, Finance, General Ledger
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2011
Master of Accounting, Accounting
Texas Christian University 2006 — 2010
BBA, Accounting and Finance
StreetLights Residential June 2013 - Present
Whitley Penn July 2011 - June 2013
Range Resources January 2009 - April 2010
Lincoln Property Company May 2008 - August 2008
Skills
Financial Reporting, Tax Accounting, US GAAP, Financial Analysis, Tax Preparation, Accounting, Tax, Financial Statements, Income Tax, Forensic Accounting, Finance, General Ledger
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2011
Master of Accounting, Accounting
Texas Christian University 2006 — 2010
BBA, Accounting and Finance
Patrick McGregor, CPA, CFE Patrick McGregor, CPA, CFE's Whitley Penn Experience May 2012 - April 2015
Job Assistant Controller
Industry Accounting
Experience
Gaedeke Group April 2015 - Present
Whitley Penn May 2012 - April 2015
BDO USA, LLP January 2011 - May 2012
National Bankruptcy Services.com LLC May 2010 - December 2010
Skills
Sarbanes-Oxley Act, Auditing, GAAP, Internal Audit, Internal Controls, External Audit, US GAAP, CPA, Assurance, Valuation, Accounting, Preparation, Financial Accounting, Financial Reporting, General Ledger, Tax, QuickBooks, Certified Fraud Examiner
Education
Texas Tech University - Rawls College of Business 2005 — 2009
BBA, Accounting
The University of Texas at Arlington - College of Business Administration 2009 — 2011
MSA, Accounting
Gaedeke Group April 2015 - Present
Whitley Penn May 2012 - April 2015
BDO USA, LLP January 2011 - May 2012
National Bankruptcy Services.com LLC May 2010 - December 2010
Skills
Sarbanes-Oxley Act, Auditing, GAAP, Internal Audit, Internal Controls, External Audit, US GAAP, CPA, Assurance, Valuation, Accounting, Preparation, Financial Accounting, Financial Reporting, General Ledger, Tax, QuickBooks, Certified Fraud Examiner
Education
Texas Tech University - Rawls College of Business 2005 — 2009
BBA, Accounting
The University of Texas at Arlington - College of Business Administration 2009 — 2011
MSA, Accounting
Stephen Carmichael, MAcc, CPA Stephen Carmichael, MAcc, CPA's Whitley Penn Experience August 2013 - February 2014
Job Senior Accountant at Heartland Automotive Services, Inc.
Industry Financial Services
Experience
Montgomery Coscia Greilich LLP August 2015 - Present
Heartland Automotive Services, Inc. February 2015 - August 2015
Oak Hill Advisors, L.P. February 2014 - January 2015
Whitley Penn August 2013 - February 2014
Henderson, Hutcherson, & McCullough, PLLC January 2011 - August 2013
Best Buy March 2010 - December 2010
Unum May 2008 - December 2009
Unum January 2003 - March 2008
Unum October 2001 - January 2003
Skills
Accounting, Financial Reporting, Auditing, Tax, General Ledger, Payroll, CPA, GAAP, QuickBooks, Financial Analysis, Tax Accounting, Financial Accounting, Tax Preparation, Internal Controls, Corporate Tax, Accounts Receivable, Bookkeeping, Income Tax, US GAAP, SEC filings, Financial Statements, Access, Accounts Payable, Assurance, Partnership Taxation, Tax Research
Education
The University of Tennessee at Chattanooga 2007 — 2010
MAcc, Accounting, 3.9
The University of Tennessee at Chattanooga 1995 — 2001
Bachelor of Science, Business Management
Montgomery Coscia Greilich LLP August 2015 - Present
Heartland Automotive Services, Inc. February 2015 - August 2015
Oak Hill Advisors, L.P. February 2014 - January 2015
Whitley Penn August 2013 - February 2014
Henderson, Hutcherson, & McCullough, PLLC January 2011 - August 2013
Best Buy March 2010 - December 2010
Unum May 2008 - December 2009
Unum January 2003 - March 2008
Unum October 2001 - January 2003
Skills
Accounting, Financial Reporting, Auditing, Tax, General Ledger, Payroll, CPA, GAAP, QuickBooks, Financial Analysis, Tax Accounting, Financial Accounting, Tax Preparation, Internal Controls, Corporate Tax, Accounts Receivable, Bookkeeping, Income Tax, US GAAP, SEC filings, Financial Statements, Access, Accounts Payable, Assurance, Partnership Taxation, Tax Research
Education
The University of Tennessee at Chattanooga 2007 — 2010
MAcc, Accounting, 3.9
The University of Tennessee at Chattanooga 1995 — 2001
Bachelor of Science, Business Management
Paul Lash Paul Lash's Whitley Penn Experience February 2006 - April 2008
Job Tax Accountant
Industry Accounting
Experience
Michaels Stores, Inc. 2013 - Present
Pier 1 Imports 1995 - 2013
Whitley Penn February 2006 - April 2008
Tarrant Appraisal District 1988 - 1995
Education
Texas Christian University
Bachelor of Business Administration (BBA), Finance and Real Estate
Michaels Stores, Inc. 2013 - Present
Pier 1 Imports 1995 - 2013
Whitley Penn February 2006 - April 2008
Tarrant Appraisal District 1988 - 1995
Education
Texas Christian University
Bachelor of Business Administration (BBA), Finance and Real Estate
Scott Geye, CISSP, CISA Scott Geye, CISSP, CISA's Whitley Penn Experience July 2014 - Present
Job Senior Auditor at Whitley Penn
Industry Accounting
Experience
Whitley Penn July 2014 - Present
Whitley Penn May 2012 - June 2014
University of Texas at Arlington January 2012 - April 2012
Whitley Penn May 2007 - December 2011
Whitley Penn January 2004 - May 2007
Skills
IT Audit, Information Security, Sarbanes-Oxley Act, CISA, Internal Audit, Networking, COBIT, Internal Controls, PCI DSS, CISSP, Vulnerability Assessment, Firewalls, Risk Assessment, SOX 404, WebTrust, SSAE 16, Information Technology, Information Security..., IT Controls, Wireless Networking, Web application..., Auditing, TippingPoint, SAS70, Trust Services..., SOC2, Cloud Security, Incident Management, Incident Response, HIPAA, Vulnerability Management, IT Compliance, IT Service Management, ITIL, Change Management, Service Desk Management, Network Security, Nessus, OWASP, Cyber-security
Education
The University of Dallas 2008 — 2011
Master of Science (M.S.), IT Service Management
The University of Texas at Arlington 2003 — 2007
Bachelor of Science (B.S.), Management Information Systems, General
Whitley Penn July 2014 - Present
Whitley Penn May 2012 - June 2014
University of Texas at Arlington January 2012 - April 2012
Whitley Penn May 2007 - December 2011
Whitley Penn January 2004 - May 2007
Skills
IT Audit, Information Security, Sarbanes-Oxley Act, CISA, Internal Audit, Networking, COBIT, Internal Controls, PCI DSS, CISSP, Vulnerability Assessment, Firewalls, Risk Assessment, SOX 404, WebTrust, SSAE 16, Information Technology, Information Security..., IT Controls, Wireless Networking, Web application..., Auditing, TippingPoint, SAS70, Trust Services..., SOC2, Cloud Security, Incident Management, Incident Response, HIPAA, Vulnerability Management, IT Compliance, IT Service Management, ITIL, Change Management, Service Desk Management, Network Security, Nessus, OWASP, Cyber-security
Education
The University of Dallas 2008 — 2011
Master of Science (M.S.), IT Service Management
The University of Texas at Arlington 2003 — 2007
Bachelor of Science (B.S.), Management Information Systems, General
Abby Kizer Abby Kizer's Whitley Penn Experience May 2014 - August 2014
Job Treasury Desk Intern at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation June 2015 - Present
Texas Christian University May 2011 - May 2015
Whitley Penn May 2014 - August 2014
Seville Farms May 2013 - September 2013
Fort Worth Field Hockey August 2012 - 2012
Skills
Microsoft Excel, Accounting, Microsoft Word, Outlook, Budgets, PowerPoint, Financial Analysis, Microsoft Office, Financial Reporting, Customer Service, Financial Accounting, Auditing, Account Reconciliation, Tax, Accounts Payable, Accounts Receivable, QuickBooks, Strategic Financial..., Strategic Planning, Teamwork
Education
Texas Christian University 2015 — 2016
Masters of Accounting - Financial Reporting and Valuation
Texas Christian University 2011 — 2015
Bachelors of Business Administration, Finance & Accounting
TVS
Northern Trust Corporation June 2015 - Present
Texas Christian University May 2011 - May 2015
Whitley Penn May 2014 - August 2014
Seville Farms May 2013 - September 2013
Fort Worth Field Hockey August 2012 - 2012
Skills
Microsoft Excel, Accounting, Microsoft Word, Outlook, Budgets, PowerPoint, Financial Analysis, Microsoft Office, Financial Reporting, Customer Service, Financial Accounting, Auditing, Account Reconciliation, Tax, Accounts Payable, Accounts Receivable, QuickBooks, Strategic Financial..., Strategic Planning, Teamwork
Education
Texas Christian University 2015 — 2016
Masters of Accounting - Financial Reporting and Valuation
Texas Christian University 2011 — 2015
Bachelors of Business Administration, Finance & Accounting
TVS
Tim Sublett Tim Sublett's Whitley Penn Experience July 2014 - Present
Job Tax and Consulting at Whitley Penn
Industry
Experience
Whitley Penn July 2014 - Present
BP May 2012 - August 2012
Education
Texas Tech University 2012 — 2014
Master of Science (MS), Accounting
Texas Tech University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Whitley Penn July 2014 - Present
BP May 2012 - August 2012
Education
Texas Tech University 2012 — 2014
Master of Science (MS), Accounting
Texas Tech University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Benjamin Boone Benjamin Boone's Whitley Penn Experience July 2012 - December 2012
Job Accountant, MBA Candidate
Industry Accounting
Experience
Red Robin June 2013 - Present
Red Robin January 2013 - June 2013
Whitley Penn July 2012 - December 2012
Katy ISD July 2010 - July 2012
U.S. Census Bureau February 2010 - September 2010
Cy-Fair and Katy ISD August 2005 - August 2009
Skills
Accounting, Accounts Payable, Financial Analysis, Microsoft Excel, QuickBooks, Analysis, Marketing
Education
University of Denver - Daniels College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Business and Finance
Lone Star College System
Associate's degree, Advanced Accounting and CPA Certification Program
Texas A&M University 2000 — 2009
Bachelor of Arts (B.A.), History/Business
Red Robin June 2013 - Present
Red Robin January 2013 - June 2013
Whitley Penn July 2012 - December 2012
Katy ISD July 2010 - July 2012
U.S. Census Bureau February 2010 - September 2010
Cy-Fair and Katy ISD August 2005 - August 2009
Skills
Accounting, Accounts Payable, Financial Analysis, Microsoft Excel, QuickBooks, Analysis, Marketing
Education
University of Denver - Daniels College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Business and Finance
Lone Star College System
Associate's degree, Advanced Accounting and CPA Certification Program
Texas A&M University 2000 — 2009
Bachelor of Arts (B.A.), History/Business
Christy Cates Christy Cates's Whitley Penn Experience January 2014 - Present
Job CPA, Partner at Whitley Penn
Industry Accounting
Experience
Whitley Penn January 2014 - Present
Whitley Penn January 2001 - December 2013
Skills
Tax, Accounting, Auditing, CPA, Tax Accounting, QuickBooks, ProSystem fx Tax
Education
Texas Wesleyan University 1997 — 2001
BBA/MBA, Accounting
Whitley Penn January 2014 - Present
Whitley Penn January 2001 - December 2013
Skills
Tax, Accounting, Auditing, CPA, Tax Accounting, QuickBooks, ProSystem fx Tax
Education
Texas Wesleyan University 1997 — 2001
BBA/MBA, Accounting
Nicolas Celiz, CPA Nicolas Celiz, CPA's Whitley Penn Experience December 2010 - September 2011
Job Manager, Division BPA at Alcon, a Novartis company
Industry Pharmaceuticals
Experience
Alcon, a Novartis company May 2013 - Present
Alcon, a Novartis company September 2011 - April 2013
Whitley Penn December 2010 - September 2011
Whitley Penn September 2009 - December 2010
KPMG US September 2008 - September 2009
KPMG US January 2008 - March 2008
Skills
External Audit, SOX, SEC reporting, Essbase, SEC filings, Internal Controls, Accounting, Financial Audits, Financial Statements, Cash Flow Forecasting, Business Analysis, Financial Analysis, JD Edwards, CPA, Finance, Auditing, SEC Filings, Sarbanes-Oxley Act
Education
Texas Tech University - Rawls College of Business 2003 — 2007
Bachelors of Business Administration, Finance, 3.44
Texas Tech University - Rawls College of Business 2003 — 2007
Bachelor of Business Administration, Accounting, 3.44
Alcon, a Novartis company May 2013 - Present
Alcon, a Novartis company September 2011 - April 2013
Whitley Penn December 2010 - September 2011
Whitley Penn September 2009 - December 2010
KPMG US September 2008 - September 2009
KPMG US January 2008 - March 2008
Skills
External Audit, SOX, SEC reporting, Essbase, SEC filings, Internal Controls, Accounting, Financial Audits, Financial Statements, Cash Flow Forecasting, Business Analysis, Financial Analysis, JD Edwards, CPA, Finance, Auditing, SEC Filings, Sarbanes-Oxley Act
Education
Texas Tech University - Rawls College of Business 2003 — 2007
Bachelors of Business Administration, Finance, 3.44
Texas Tech University - Rawls College of Business 2003 — 2007
Bachelor of Business Administration, Accounting, 3.44
Misty Brown, CPA Misty Brown, CPA's Whitley Penn Experience June 2008 - March 2009
Job Technical Editor at Thomson Reuters
Industry Accounting
Experience
Thomson Reuters June 2013 - Present
Alon USA 2012 - June 2013
Mansfield Independent School District April 2011 - February 2012
Texas Christian University 2012 - 2012
Birdville ISD 2009 - June 2011
Whitley Penn June 2008 - March 2009
Weaver and Tidwell 2005 - 2008
Pickens Snodgrass & Koch 2000 - 2005
Skills
Financial Analysis, Internal Audit, Accounting, Auditing, GAAP, Financial Reporting, Finance, CPA, Accounts Receivable, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, US GAAP
Education
The University of Texas at Arlington - College of Business Administration 1994 — 2005
Master of Science (MS), Accounting
Arlington High School
Thomson Reuters June 2013 - Present
Alon USA 2012 - June 2013
Mansfield Independent School District April 2011 - February 2012
Texas Christian University 2012 - 2012
Birdville ISD 2009 - June 2011
Whitley Penn June 2008 - March 2009
Weaver and Tidwell 2005 - 2008
Pickens Snodgrass & Koch 2000 - 2005
Skills
Financial Analysis, Internal Audit, Accounting, Auditing, GAAP, Financial Reporting, Finance, CPA, Accounts Receivable, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, US GAAP
Education
The University of Texas at Arlington - College of Business Administration 1994 — 2005
Master of Science (MS), Accounting
Arlington High School
Chelsea McCleskey Chelsea McCleskey's Whitley Penn Experience July 2013 - Present
Job Audit Senior at Whitley Penn
Industry Accounting
Experience
Whitley Penn July 2013 - Present
Whitley Penn January 2012 - July 2013
Skills
Auditing, GAAP, External Audit, Employee Benefits, 401k, SEC filings, SEC Financial Reporting, CPA, Sarbanes-Oxley Act, Financial Statements, Internal Controls
Education
Texas Tech University 2010 — 2011
Master of Accounting, Auditing
Texas Tech University 2007 — 2010
Bachelor of Business Administration (BBA), Accounting
Whitley Penn July 2013 - Present
Whitley Penn January 2012 - July 2013
Skills
Auditing, GAAP, External Audit, Employee Benefits, 401k, SEC filings, SEC Financial Reporting, CPA, Sarbanes-Oxley Act, Financial Statements, Internal Controls
Education
Texas Tech University 2010 — 2011
Master of Accounting, Auditing
Texas Tech University 2007 — 2010
Bachelor of Business Administration (BBA), Accounting
Felix J. Lozano, III Felix J. Lozano, III's Whitley Penn Experience January 1995 - Present
Job Whitley Penn
Industry Accounting
Experience
Whitley Penn January 1995 - Present
Nexia International 2008 - 2013
Ernst & Young LLP May 1987 - December 1994
Skills
Certified Public..., Certified Fraud Examiner, New Business Development, Employee Benefit Plan..., Audits of Public and..., Internal Controls, CPA, Accounting, Leadership, Due Diligence, Auditing, Forensic Accounting, GAAP, Employee Benefits, Financial Reporting, External Audit, Assurance, SEC filings, Partnership Taxation, US GAAP, Corporate Tax, Finance, Tax, Tax Accounting, Tax Research, Sarbanes-Oxley Act, Income Tax, SEC Filings
Education
Texas Christian University 1983 — 1987
Bachelor of Business Administration, Accounting
Whitley Penn January 1995 - Present
Nexia International 2008 - 2013
Ernst & Young LLP May 1987 - December 1994
Skills
Certified Public..., Certified Fraud Examiner, New Business Development, Employee Benefit Plan..., Audits of Public and..., Internal Controls, CPA, Accounting, Leadership, Due Diligence, Auditing, Forensic Accounting, GAAP, Employee Benefits, Financial Reporting, External Audit, Assurance, SEC filings, Partnership Taxation, US GAAP, Corporate Tax, Finance, Tax, Tax Accounting, Tax Research, Sarbanes-Oxley Act, Income Tax, SEC Filings
Education
Texas Christian University 1983 — 1987
Bachelor of Business Administration, Accounting
Michele Sanchez-Soriano, CPA Michele Sanchez-Soriano, CPA's Whitley Penn Experience January 2012 - August 2015
Job Tax Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn January 2012 - August 2015
Whitley Penn November 2010 - December 2011
JPMorgan Chase May 2005 - November 2010
Skills
CPA, Tax, High Net Worth..., ProSystem fx Tax, QuickBooks, General Ledger, Financial Reporting, Fixed Assets, Accounting, Financial Accounting, GAAP, Partnership Taxation, Tax Preparation, Tax Accounting, CCH ProSystem fx, US GAAP, Income Tax, SEC filings, Tax Research, Corporate Tax, Financial Statements, Financial Analysis, Tax Returns, Microsoft Excel
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1997
BBA, Accounting
The University of Texas at Austin 1989 — 1991
Northwest High School 1985 — 1989
Whitley Penn January 2012 - August 2015
Whitley Penn November 2010 - December 2011
JPMorgan Chase May 2005 - November 2010
Skills
CPA, Tax, High Net Worth..., ProSystem fx Tax, QuickBooks, General Ledger, Financial Reporting, Fixed Assets, Accounting, Financial Accounting, GAAP, Partnership Taxation, Tax Preparation, Tax Accounting, CCH ProSystem fx, US GAAP, Income Tax, SEC filings, Tax Research, Corporate Tax, Financial Statements, Financial Analysis, Tax Returns, Microsoft Excel
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1997
BBA, Accounting
The University of Texas at Austin 1989 — 1991
Northwest High School 1985 — 1989
Linnae Threlfall's Whitley Penn Experience October 2013 - March 2014
Job BBA Graduate
Industry Accounting
Experience
Dermatology Associates May 2014 - Present
Charming Charlie February 2012 - May 2014
Whitley Penn October 2013 - March 2014
Braumiller Law Group May 2013 - June 2013
Michaels Arts and Crafts November 2008 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Customer Service, Financial Accounting, Teamwork, Financial Reporting, Bookkeeping, Payroll, Accounts Payable, Sales, Inventory Management, Time Management, Data Entry, Outlook, Forecasting, Accounts Receivable
Education
Texas A&M University-Commerce 2013 — 2014
Master of Science (MS) in Accounting, Forensic Accounting
Texas A&M University-Commerce 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
Dermatology Associates May 2014 - Present
Charming Charlie February 2012 - May 2014
Whitley Penn October 2013 - March 2014
Braumiller Law Group May 2013 - June 2013
Michaels Arts and Crafts November 2008 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Customer Service, Financial Accounting, Teamwork, Financial Reporting, Bookkeeping, Payroll, Accounts Payable, Sales, Inventory Management, Time Management, Data Entry, Outlook, Forecasting, Accounts Receivable
Education
Texas A&M University-Commerce 2013 — 2014
Master of Science (MS) in Accounting, Forensic Accounting
Texas A&M University-Commerce 2009 — 2012
Bachelor of Business Administration (BBA), Accounting
Nicole Chaib Nicole Chaib's Whitley Penn Experience January 2015 - Present
Job Intern at Lauterbach, Borschow & Company, P.C.
Industry Accounting
Experience
Whitley Penn January 2015 - Present
Lauterbach, Borschow & Company, P.C. June 2013 - Present
University Fountains September 2013 - March 2014
Gap Inc./Gap November 2012 - May 2013
EFS Athletics June 2009 - July 2012
Skills
Teamwork, Accounting, QuickBooks, Income Tax, Auditing, Financial Accounting, Tax, Access, Microsoft Excel, Bookkeeping, Microsoft Office, Organizational..., Customer Service, PowerPoint, Financial Analysis, Financial Reporting, Microsoft Word, Research, English, Time Management
Education
Texas Tech University 2011 — 2014
Bachelor of Business Administration (BBA)
Whitley Penn January 2015 - Present
Lauterbach, Borschow & Company, P.C. June 2013 - Present
University Fountains September 2013 - March 2014
Gap Inc./Gap November 2012 - May 2013
EFS Athletics June 2009 - July 2012
Skills
Teamwork, Accounting, QuickBooks, Income Tax, Auditing, Financial Accounting, Tax, Access, Microsoft Excel, Bookkeeping, Microsoft Office, Organizational..., Customer Service, PowerPoint, Financial Analysis, Financial Reporting, Microsoft Word, Research, English, Time Management
Education
Texas Tech University 2011 — 2014
Bachelor of Business Administration (BBA)
Hannah Johnston Hannah Johnston's Whitley Penn Experience September 2014 - Present
Job Audit Staff at Whitley Penn
Industry Accounting
Experience
Whitley Penn September 2014 - Present
Figer and Company June 2012 - August 2012
Texas Tech University Libraries March 2012 - June 2012
Bj's Brewhouse and Restaurant June 2009 - December 2009
Skills
Data Entry, Account Reconciliation, Budgets, Training, Auditing
Education
Texas Tech University 2012 — 2014
Master's degree, Accounting
Texas Tech University - Rawls College of Business 2009 — 2012
Bachelor of Business Administration, Accounting, 3.79
University of Colorado at Boulder, College of Engineering and Applied Sciences 2008 — 2009
Architectural Engineering
Whitley Penn September 2014 - Present
Figer and Company June 2012 - August 2012
Texas Tech University Libraries March 2012 - June 2012
Bj's Brewhouse and Restaurant June 2009 - December 2009
Skills
Data Entry, Account Reconciliation, Budgets, Training, Auditing
Education
Texas Tech University 2012 — 2014
Master's degree, Accounting
Texas Tech University - Rawls College of Business 2009 — 2012
Bachelor of Business Administration, Accounting, 3.79
University of Colorado at Boulder, College of Engineering and Applied Sciences 2008 — 2009
Architectural Engineering
Sarah Washington Sarah Washington's Whitley Penn Experience December 2013 - Present
Job CPA•ABV at Whitley Penn
Industry Accounting
Experience
Whitley Penn December 2013 - Present
Education
Texas Christian University 2005 — 2010
MAC, Accounting
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Aledo High School
Whitley Penn December 2013 - Present
Education
Texas Christian University 2005 — 2010
MAC, Accounting
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Aledo High School
Christopher Breaux, CPA Christopher Breaux, CPA's Whitley Penn Experience May 2012 - Present
Job
Industry Accounting
Experience
Whitley Penn May 2012 - Present
Null-Lairson P.C August 1985 - April 2012
340th Chemical Company (DECON) November 1990 - April 1991
Skills
Accounting, Internal Controls, Auditing, Financial Reporting, CPA, GAAP, Financial Accounting, External Audit, Payroll, General Ledger, Nonprofits, US GAAP, Assurance, Budgets, Fixed Assets, Internal Audit, Financial Analysis, Accounts Payable, Journal Entries, Financial Statements, Financial Audits
Education
Texas A&M University 1980 — 1984
BBA, Accounting
Whitley Penn May 2012 - Present
Null-Lairson P.C August 1985 - April 2012
340th Chemical Company (DECON) November 1990 - April 1991
Skills
Accounting, Internal Controls, Auditing, Financial Reporting, CPA, GAAP, Financial Accounting, External Audit, Payroll, General Ledger, Nonprofits, US GAAP, Assurance, Budgets, Fixed Assets, Internal Audit, Financial Analysis, Accounts Payable, Journal Entries, Financial Statements, Financial Audits
Education
Texas A&M University 1980 — 1984
BBA, Accounting
Cathy Brennan Cathy Brennan's Whitley Penn Experience January 2014 - Present
Job Senior Tax Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn January 2014 - Present
Hilliard & Associates, P.C. November 2008 - December 2013
C&E Investments, Inc. May 1997 - May 2008
Skills
Personal Tax Planning, Tax Accounting, Corporate Tax Planning, Small Business Tax, Multi-state Taxation, Consolidated Financial..., Consolidated Returns, Oil & Gas Taxation, Accounting Policies &..., Controllership Functions
Education
Texas State University
Bachelor of Business Administration (BBA), Accounting
Whitley Penn January 2014 - Present
Hilliard & Associates, P.C. November 2008 - December 2013
C&E Investments, Inc. May 1997 - May 2008
Skills
Personal Tax Planning, Tax Accounting, Corporate Tax Planning, Small Business Tax, Multi-state Taxation, Consolidated Financial..., Consolidated Returns, Oil & Gas Taxation, Accounting Policies &..., Controllership Functions
Education
Texas State University
Bachelor of Business Administration (BBA), Accounting
Camron Harris Camron Harris's Whitley Penn Experience January 2004 - Present
Job Audit Senior Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn January 2004 - Present
Skills
SEC filings, GAAP, Auditing, CPA, Accounting, Financial Reporting, Tax, ProSystem fx Tax, Financial Accounting, External Audit, US GAAP, QuickBooks, General Ledger, Financial Statements, Softball, SEC Filings, Financial Analysis, Internal Controls
Education
Texas Tech University - Rawls College of Business 2000 — 2003
Accounting, Management
The University of Texas at Austin 1998 — 2000
Whitley Penn January 2004 - Present
Skills
SEC filings, GAAP, Auditing, CPA, Accounting, Financial Reporting, Tax, ProSystem fx Tax, Financial Accounting, External Audit, US GAAP, QuickBooks, General Ledger, Financial Statements, Softball, SEC Filings, Financial Analysis, Internal Controls
Education
Texas Tech University - Rawls College of Business 2000 — 2003
Accounting, Management
The University of Texas at Austin 1998 — 2000
Hunter Frey Hunter Frey's Whitley Penn Experience September 2013 - Present
Job Audit Senior at Whitley Penn
Industry Accounting
Experience
Whitley Penn September 2013 - Present
Whitley Penn January 2012 - March 2012
Skills
Auditing, Accounting, CPA, Assurance, Business Analysis, Financial Reporting, Microsoft Excel, Financial Analysis, Microsoft Word, Financial Accounting, Microsoft Office, PowerPoint, GAAP, QuickBooks, Customer Service, Financial Statements, Tax Preparation, US GAAP, Internal Controls, General Ledger
Education
Texas Tech University - Rawls College of Business 2008 — 2013
Master's degree, Accounting
Whitley Penn September 2013 - Present
Whitley Penn January 2012 - March 2012
Skills
Auditing, Accounting, CPA, Assurance, Business Analysis, Financial Reporting, Microsoft Excel, Financial Analysis, Microsoft Word, Financial Accounting, Microsoft Office, PowerPoint, GAAP, QuickBooks, Customer Service, Financial Statements, Tax Preparation, US GAAP, Internal Controls, General Ledger
Education
Texas Tech University - Rawls College of Business 2008 — 2013
Master's degree, Accounting
Michael Sprouse, CPA Michael Sprouse, CPA's Whitley Penn Experience October 2013 - Present
Job Senior Associate at Whitley Penn
Industry Accounting
Experience
Whitley Penn October 2013 - Present
Securus Technologies July 2013 - October 2013
McGladrey November 2010 - July 2013
Skills
GAAP, US GAAP, Internal Controls, Assurance, Financial Reporting, Auditing, Accounting, CPA, Financial Analysis
Education
Texas Tech University - Rawls College of Business 2005 — 2010
Master of Science in Accounting, Accounting
Whitley Penn October 2013 - Present
Securus Technologies July 2013 - October 2013
McGladrey November 2010 - July 2013
Skills
GAAP, US GAAP, Internal Controls, Assurance, Financial Reporting, Auditing, Accounting, CPA, Financial Analysis
Education
Texas Tech University - Rawls College of Business 2005 — 2010
Master of Science in Accounting, Accounting
Michael Arnell Michael Arnell's Whitley Penn Experience 2014 - Present
Job Partner at Whitley Penn
Industry Accounting
Experience
Whitley Penn 2014 - Present
Whitley Penn 2009 - 2013
Whitley Penn June 2004 - December 2008
Bass Enterprises 2001 - 2004
Kapp & Miller 1999 - 2001
Skills
Taxation, Financial..., QuickBooks, High Net Worth..., Closely Held Companies, Family Office, Medical Practice..., Tax, Corporations, Tax Accounting, Tax Research, Accounting, Income Tax, ProSystem fx Tax, Tax Preparation, CPA, Tax Advisory, Cash Flow, Personal Income Tax..., Entrepreneurship, S Corporations, Personal Tax Planning, Private Companies, Financial Analysis, Partnership Taxation, GAAP, Corporate Tax, Financial Reporting
Education
Texas Wesleyan University 1996 — 2001
Lake Worth
Whitley Penn 2014 - Present
Whitley Penn 2009 - 2013
Whitley Penn June 2004 - December 2008
Bass Enterprises 2001 - 2004
Kapp & Miller 1999 - 2001
Skills
Taxation, Financial..., QuickBooks, High Net Worth..., Closely Held Companies, Family Office, Medical Practice..., Tax, Corporations, Tax Accounting, Tax Research, Accounting, Income Tax, ProSystem fx Tax, Tax Preparation, CPA, Tax Advisory, Cash Flow, Personal Income Tax..., Entrepreneurship, S Corporations, Personal Tax Planning, Private Companies, Financial Analysis, Partnership Taxation, GAAP, Corporate Tax, Financial Reporting
Education
Texas Wesleyan University 1996 — 2001
Lake Worth
Elaina Pyka, CPA Elaina Pyka, CPA's Whitley Penn Experience January 2011 - September 2013
Job Tax Manager at Orthofix
Industry Accounting
Experience
Orthofix September 2015 - Present
Dex Media, Inc. September 2013 - September 2015
Whitley Penn January 2011 - September 2013
Padgett, Stratemann & Co., LLP July 2009 - December 2010
Whitley Penn January 2007 - June 2009
Texas Instruments 2005 - 2005
Skills
CPA, Corporate Tax, State Tax, Consolidated Returns, Tax Accounting, Partnership Taxation, Tax Research, ProSystem fx Tax, ASC 740, Business Entity..., Tax Advisory, Income Tax, Tax Preparation, Tax Returns
Education
University of North Texas 2007 — 2008
Master of Science (M.S.), Taxation
Texas Tech University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Orthofix September 2015 - Present
Dex Media, Inc. September 2013 - September 2015
Whitley Penn January 2011 - September 2013
Padgett, Stratemann & Co., LLP July 2009 - December 2010
Whitley Penn January 2007 - June 2009
Texas Instruments 2005 - 2005
Skills
CPA, Corporate Tax, State Tax, Consolidated Returns, Tax Accounting, Partnership Taxation, Tax Research, ProSystem fx Tax, ASC 740, Business Entity..., Tax Advisory, Income Tax, Tax Preparation, Tax Returns
Education
University of North Texas 2007 — 2008
Master of Science (M.S.), Taxation
Texas Tech University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Debi Thomas Debi Thomas's Whitley Penn Experience April 2012 - November 2013
Job Tax Manager at James Difrancesco & Associates, P.C.
Industry Accounting
Experience
James DiFrancesco & Associates, P.C. August 2015 - Present
Harper & Pearson Company, P.C. November 2013 - July 2015
Whitley Penn April 2012 - November 2013
Null Lairson PC January 1996 - April 2012
Travis Wolff & Co July 2006 - May 2009
Margolis Phipps & Wright January 1994 - June 1995
Ernst & Young July 1983 - May 1991
Skills
Corporate Tax, High Net Worth..., Partnership Taxation, Entrepreneurship, Not-for-profit, Tax, Not for Profit, Income Tax, GAAP, Tax Preparation, CPA, Tax Accounting, Financial Statements
Education
The University of Texas at Arlington - College of Business 1980 — 1983
BBA, Accounting
James DiFrancesco & Associates, P.C. August 2015 - Present
Harper & Pearson Company, P.C. November 2013 - July 2015
Whitley Penn April 2012 - November 2013
Null Lairson PC January 1996 - April 2012
Travis Wolff & Co July 2006 - May 2009
Margolis Phipps & Wright January 1994 - June 1995
Ernst & Young July 1983 - May 1991
Skills
Corporate Tax, High Net Worth..., Partnership Taxation, Entrepreneurship, Not-for-profit, Tax, Not for Profit, Income Tax, GAAP, Tax Preparation, CPA, Tax Accounting, Financial Statements
Education
The University of Texas at Arlington - College of Business 1980 — 1983
BBA, Accounting
Desirae Gibbs Desirae Gibbs's Whitley Penn Experience June 2011 - February 2013
Job Tax Associate at PwC
Industry Accounting
Experience
PwC June 2014 - Present
PwC March 2013 - June 2014
Whitley Penn June 2011 - February 2013
Skills
Partnership Taxation, ProSystem fx Tax, CCH ProSystem fx, Tax Accounting, Tax Research, CPA, Corporate Tax, Tax Preparation, Income Tax, GAAP, Tax, QuickBooks, Financial Accounting, Accounting, Financial Reporting, Financial Statements, US GAAP
Education
Texas Wesleyan University 2010 — 2011
Master of Business Administration (M.B.A.), Accounting
Texas Wesleyan University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
PwC June 2014 - Present
PwC March 2013 - June 2014
Whitley Penn June 2011 - February 2013
Skills
Partnership Taxation, ProSystem fx Tax, CCH ProSystem fx, Tax Accounting, Tax Research, CPA, Corporate Tax, Tax Preparation, Income Tax, GAAP, Tax, QuickBooks, Financial Accounting, Accounting, Financial Reporting, Financial Statements, US GAAP
Education
Texas Wesleyan University 2010 — 2011
Master of Business Administration (M.B.A.), Accounting
Texas Wesleyan University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Andy Hines, CPA's Whitley Penn Experience September 2011 - Present
Job Audit Senior at Whitley Penn LLP.
Industry Accounting
Experience
Whitley Penn September 2011 - Present
Nexia Australia July 2014 - October 2014
Alterity, Inc. October 2010 - August 2011
Vector Marketing June 2006 - October 2010
Whitley Penn January 2010 - April 2010
Vector Marketing 2006 - 2010
Skills
QuickBooks, Accounting, Financial Accounting, Financial Reporting, Microsoft Excel, Auditing, Outlook, Microsoft Office, Financial Statements, Microsoft Word, Internal Controls, CrossFit, Sarbanes-Oxley Act, Budgets, Jump Rope, Olympic Lifting, Gymnastics, General Ledger, Account Reconciliation, Accounts Payable, Bookkeeping, Double Entry, GAAP, Payroll, Soccer, Getting The Job Done, Kettlebells, Accounts Receivable, Tax, Tax Accounting, SEC filings, US GAAP, Variance Analysis, Cash Flow, Revenue Recognition, Sheep
Education
The University of Texas at Arlington 2006 — 2011
Masters of Science, Accounting
Whitley Penn September 2011 - Present
Nexia Australia July 2014 - October 2014
Alterity, Inc. October 2010 - August 2011
Vector Marketing June 2006 - October 2010
Whitley Penn January 2010 - April 2010
Vector Marketing 2006 - 2010
Skills
QuickBooks, Accounting, Financial Accounting, Financial Reporting, Microsoft Excel, Auditing, Outlook, Microsoft Office, Financial Statements, Microsoft Word, Internal Controls, CrossFit, Sarbanes-Oxley Act, Budgets, Jump Rope, Olympic Lifting, Gymnastics, General Ledger, Account Reconciliation, Accounts Payable, Bookkeeping, Double Entry, GAAP, Payroll, Soccer, Getting The Job Done, Kettlebells, Accounts Receivable, Tax, Tax Accounting, SEC filings, US GAAP, Variance Analysis, Cash Flow, Revenue Recognition, Sheep
Education
The University of Texas at Arlington 2006 — 2011
Masters of Science, Accounting
Brandon Diviney's Whitley Penn Experience January 2008 - Present
Job Tax Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn January 2008 - Present
Alan's Plumbing Co. May 2006 - December 2007
Wells Fargo January 2002 - May 2006
Skills
CPA, Tax
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2009
MS, Accounting
Texas Christian University - M.J. Neeley School of Business 2006 — 2008
BS, Accounting and Finance
Whitley Penn January 2008 - Present
Alan's Plumbing Co. May 2006 - December 2007
Wells Fargo January 2002 - May 2006
Skills
CPA, Tax
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2009
MS, Accounting
Texas Christian University - M.J. Neeley School of Business 2006 — 2008
BS, Accounting and Finance
Andria Hearon's Whitley Penn Experience August 2000 - September 2002
Job VP Indirect Tax at GM Financial
Industry Financial Services
Experience
GM Financial/AmeriCredit February 2009 - Present
Hartman Leito & Bolt LLP February 2007 - September 2008
Crescent Real Estate February 2005 - February 2007
Hartman Leito & Bolt LLP September 2002 - February 2005
Whitley Penn August 2000 - September 2002
Blockbuster June 1997 - June 2000
Thomson Reuters June 1996 - June 1997
Skills
FIN 48, Sales Tax, State Tax, Tax Research, OneSource, CPA, Tax, Corporate Tax, Sarbanes-Oxley Act, Internal Controls, Tax Preparation, Tax Accounting, Income Tax, Partnership Taxation, Tax Returns, US Tax, Property Tax, Sarbanes-Oxley
Education
The University of Texas at Arlington 1991 — 1996
Bachelor of Business Administration (BBA), Accounting
GM Financial/AmeriCredit February 2009 - Present
Hartman Leito & Bolt LLP February 2007 - September 2008
Crescent Real Estate February 2005 - February 2007
Hartman Leito & Bolt LLP September 2002 - February 2005
Whitley Penn August 2000 - September 2002
Blockbuster June 1997 - June 2000
Thomson Reuters June 1996 - June 1997
Skills
FIN 48, Sales Tax, State Tax, Tax Research, OneSource, CPA, Tax, Corporate Tax, Sarbanes-Oxley Act, Internal Controls, Tax Preparation, Tax Accounting, Income Tax, Partnership Taxation, Tax Returns, US Tax, Property Tax, Sarbanes-Oxley
Education
The University of Texas at Arlington 1991 — 1996
Bachelor of Business Administration (BBA), Accounting
Griff Babb Griff Babb's Whitley Penn Experience January 2012 - Present
Job Audit Partner at Whitley Penn
Industry Accounting
Experience
Whitley Penn January 2012 - Present
Whitley Penn LLP April 2002 - December 2011
Whitley Penn April 2002 - June 2005
Arthur Andersen, LLP June 2000 - April 2002
Skills
Employee Benefits, Internal Controls, Auditing, iPhone, Sarbanes-Oxley Act, Financial Analysis, US GAAP, Twitter, GAAP, Microsoft Word, QuickBooks, Manufacturing, Problem Solving, Bookkeeping, SEC filings, Quality Auditing, PowerPoint, Microsoft Excel, Healthcare, Mathematics, YouTube, Financial Reporting, IFRS, GAAS, Accounting, Organization, General Ledger, Keyboards, Due Diligence, CPA, Calendars, Making It Happen, Always Punctual, Putting Out Fires, Olympic Lifting, Kettlebells, Jump Rope, Fitness, Income Tax, Financial Accounting, Revenue Recognition, Sarbanes-Oxley, CrossFit, SEC Financial Reporting, Business Valuation, Cat Herding, Handwriting Without..., Crushing, Zumba, Solaris Zones
Education
Texas Tech University 1996 — 2000
MS, Accounting
College of Business Administration 1995 — 2000
BBA, Accounting
Western Hills High School 1992 — 1995
General Studies
Whitley Penn January 2012 - Present
Whitley Penn LLP April 2002 - December 2011
Whitley Penn April 2002 - June 2005
Arthur Andersen, LLP June 2000 - April 2002
Skills
Employee Benefits, Internal Controls, Auditing, iPhone, Sarbanes-Oxley Act, Financial Analysis, US GAAP, Twitter, GAAP, Microsoft Word, QuickBooks, Manufacturing, Problem Solving, Bookkeeping, SEC filings, Quality Auditing, PowerPoint, Microsoft Excel, Healthcare, Mathematics, YouTube, Financial Reporting, IFRS, GAAS, Accounting, Organization, General Ledger, Keyboards, Due Diligence, CPA, Calendars, Making It Happen, Always Punctual, Putting Out Fires, Olympic Lifting, Kettlebells, Jump Rope, Fitness, Income Tax, Financial Accounting, Revenue Recognition, Sarbanes-Oxley, CrossFit, SEC Financial Reporting, Business Valuation, Cat Herding, Handwriting Without..., Crushing, Zumba, Solaris Zones
Education
Texas Tech University 1996 — 2000
MS, Accounting
College of Business Administration 1995 — 2000
BBA, Accounting
Western Hills High School 1992 — 1995
General Studies
Ashley Moreland, CPA's Whitley Penn Experience January 2013 - Present
Job Assurance and Advisory Senior at Whitley Penn
Industry Accounting
Experience
Whitley Penn January 2013 - Present
Whitley Penn January 2011 - January 2013
Deloitte January 2010 - March 2010
Corner Bakery Cafe December 2006 - August 2008
Skills
Auditing, Accounting, US GAAP, Financial Reporting, Internal Controls, Financial Accounting, Financial Statements, Sarbanes-Oxley Act, General Ledger, Accounts Payable, Microsoft Excel, IFRS, CPA, Public Company..., Audits of Employee..., SEC filings, Assurance, External Audit
Education
Texas Tech University - Rawls College of Business 2008 — 2010
Masters of Science in Accounting, Business & Accounting
Texas Tech University - Rawls College of Business 2005 — 2009
Bachelors in Business, Accounting
Whitley Penn January 2013 - Present
Whitley Penn January 2011 - January 2013
Deloitte January 2010 - March 2010
Corner Bakery Cafe December 2006 - August 2008
Skills
Auditing, Accounting, US GAAP, Financial Reporting, Internal Controls, Financial Accounting, Financial Statements, Sarbanes-Oxley Act, General Ledger, Accounts Payable, Microsoft Excel, IFRS, CPA, Public Company..., Audits of Employee..., SEC filings, Assurance, External Audit
Education
Texas Tech University - Rawls College of Business 2008 — 2010
Masters of Science in Accounting, Business & Accounting
Texas Tech University - Rawls College of Business 2005 — 2009
Bachelors in Business, Accounting
Nathan Glenn's Whitley Penn Experience August 2013 - Present
Job Audit Senior at Whitley Penn
Industry Accounting
Experience
Whitley Penn August 2013 - Present
EEPB, PC August 2011 - July 2013
Radiation Oncology of the South Plains, P.A. February 2010 - July 2011
Josh Allen Realty January 2010 - April 2011
Skills
QuickBooks, Accounting, Account Reconciliation, Invoicing, Microsoft Excel, Financial Reporting, Financial Accounting, Auditing, SEC filings, Financial Statements, Tax Accounting, Tax Preparation, US GAAP, Corporate Tax, General Ledger, Sarbanes-Oxley Act, Tax, IDEA Audit Software, IFRS, Microsoft Office, Consulting, Oil & Gas Industry, Healthcare, Broker-Dealer, Fixed Assets
Education
Texas Tech University - Rawls College of Business 2009 — 2011
Master of Science in Accounting, Financial Reporting and Auditing, Graduate GPA: 3.5 /4.0
Texas Tech University - Rawls College of Business 2004 — 2011
B.B.A. in Accounting and M.S. in Accounting, Accounting, Financial Reporting and Auditing, Undergraduate GPA: 3.3 /4.0 Accounting GPA: 3.7 /4.0
Whitley Penn August 2013 - Present
EEPB, PC August 2011 - July 2013
Radiation Oncology of the South Plains, P.A. February 2010 - July 2011
Josh Allen Realty January 2010 - April 2011
Skills
QuickBooks, Accounting, Account Reconciliation, Invoicing, Microsoft Excel, Financial Reporting, Financial Accounting, Auditing, SEC filings, Financial Statements, Tax Accounting, Tax Preparation, US GAAP, Corporate Tax, General Ledger, Sarbanes-Oxley Act, Tax, IDEA Audit Software, IFRS, Microsoft Office, Consulting, Oil & Gas Industry, Healthcare, Broker-Dealer, Fixed Assets
Education
Texas Tech University - Rawls College of Business 2009 — 2011
Master of Science in Accounting, Financial Reporting and Auditing, Graduate GPA: 3.5 /4.0
Texas Tech University - Rawls College of Business 2004 — 2011
B.B.A. in Accounting and M.S. in Accounting, Accounting, Financial Reporting and Auditing, Undergraduate GPA: 3.3 /4.0 Accounting GPA: 3.7 /4.0
Daniel Montgomery Daniel Montgomery's Whitley Penn Experience June 2006 - March 2008
Job Tax Manager, Gollob Morgan Peddy PC
Industry Accounting
Experience
Gollob Morgan Peddy PC July 2012 - Present
PwC March 2008 - June 2012
Whitley Penn June 2006 - March 2008
Skills
Business Tax Planning, Personal Tax Planning, Corporate Tax Planning, ProSystem fx Tax, QuickBooks, Creative Solutions, GoSystems, CPA, Tax Accounting, Tax Returns, Tax Research, Financial Accounting, Corporate Tax, Accounting
Education
The University of Texas at Arlington 2002 — 2006
Master of Science (M.S.), Taxation
The University of Texas at Arlington - College of Business Administration 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Gollob Morgan Peddy PC July 2012 - Present
PwC March 2008 - June 2012
Whitley Penn June 2006 - March 2008
Skills
Business Tax Planning, Personal Tax Planning, Corporate Tax Planning, ProSystem fx Tax, QuickBooks, Creative Solutions, GoSystems, CPA, Tax Accounting, Tax Returns, Tax Research, Financial Accounting, Corporate Tax, Accounting
Education
The University of Texas at Arlington 2002 — 2006
Master of Science (M.S.), Taxation
The University of Texas at Arlington - College of Business Administration 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Sarah Huckaby Sarah Huckaby's Whitley Penn Experience January 2013 - Present
Job Tax Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn January 2013 - Present
Whitley Penn January 2010 - December 2012
Deloitte 2008 - 2010
Skills
Accounting, International Tax, Tax, Cash Flow, Corporate Tax, Partnership Taxation, CPA, Tax Accounting, Tax Research, Income Tax, Tax Returns, Tax Preparation
Education
Texas Tech University 2006 — 2007
Master of Science in Accounting, Taxation
Texas Tech University 2004 — 2006
Bachelor of Business Administration (BBA), Accounting
Pampa High School
Whitley Penn January 2013 - Present
Whitley Penn January 2010 - December 2012
Deloitte 2008 - 2010
Skills
Accounting, International Tax, Tax, Cash Flow, Corporate Tax, Partnership Taxation, CPA, Tax Accounting, Tax Research, Income Tax, Tax Returns, Tax Preparation
Education
Texas Tech University 2006 — 2007
Master of Science in Accounting, Taxation
Texas Tech University 2004 — 2006
Bachelor of Business Administration (BBA), Accounting
Pampa High School
Brady Carrington's Whitley Penn Experience August 2011 - July 2014
Job Sr. G/L Accountant at Finley Resources
Industry Accounting
Experience
Finley Resources November 2014 - Present
Oak Hill Advisors, L.P. July 2014 - November 2014
Whitley Penn August 2011 - July 2014
Skills
Auditing, Internal Controls, GAAP, US GAAP, CPA, Accounting, Oil & Gas Accounting, External Audit, Sarbanes-Oxley Act, Successful Efforts Oil...
Education
Texas Tech University 2005 — 2011
BBA & MSA, Accounting
Texas Tech University 2005 — 2011
Certificate for Energy Commerce
Finley Resources November 2014 - Present
Oak Hill Advisors, L.P. July 2014 - November 2014
Whitley Penn August 2011 - July 2014
Skills
Auditing, Internal Controls, GAAP, US GAAP, CPA, Accounting, Oil & Gas Accounting, External Audit, Sarbanes-Oxley Act, Successful Efforts Oil...
Education
Texas Tech University 2005 — 2011
BBA & MSA, Accounting
Texas Tech University 2005 — 2011
Certificate for Energy Commerce
Nick Wells, CPA Nick Wells, CPA's Whitley Penn Experience March 2011 - Present
Job Senior Manager, Whitley Penn
Industry Accounting
Experience
Whitley Penn March 2011 - Present
MetroPCS March 2009 - March 2011
KPMG 2006 - 2009
Skills
Employee Benefit Plan..., Compliance Audits, Telecommunications, Audit, GAAP, External Audit, Auditing, Quality Auditing, CPA, Financial Audits, Business Process..., Internal Audit, SEC filings, US GAAP, Internal Controls, Assurance, Financial Accounting, Sarbanes-Oxley Act, Financial Reporting, Astrodynamics, General Ledger, Tax Accounting, Corporate Tax, Employee Benefits
Education
Texas Tech University - Rawls College of Business 2001 — 2006
Master of Science, Accounting
Whitley Penn March 2011 - Present
MetroPCS March 2009 - March 2011
KPMG 2006 - 2009
Skills
Employee Benefit Plan..., Compliance Audits, Telecommunications, Audit, GAAP, External Audit, Auditing, Quality Auditing, CPA, Financial Audits, Business Process..., Internal Audit, SEC filings, US GAAP, Internal Controls, Assurance, Financial Accounting, Sarbanes-Oxley Act, Financial Reporting, Astrodynamics, General Ledger, Tax Accounting, Corporate Tax, Employee Benefits
Education
Texas Tech University - Rawls College of Business 2001 — 2006
Master of Science, Accounting
Chuck Bucek, CPA Chuck Bucek, CPA's Whitley Penn Experience May 2012 - November 2013
Job Self Employed at Chuck Bucek CPA PC
Industry Accounting
Experience
Chuck Bucek CPA, P.C. November 2013 - Present
Whitley Penn May 2012 - November 2013
Null-Lairson P.C January 1995 - May 2012
Melton & Melton, LLP January 1988 - July 1994
Skills
Income, LLC, Partnerships, CPA, Tax, Partnership Taxation, Accounting, Tax Preparation, QuickBooks, Financial Accounting, Tax Accounting, General Ledger, Trusts, Corporate Tax, Income Tax
Education
The University of Texas at Austin 2004 — 2004
General Management Certificate, Business
Southwest Texas State University 1984 — 1987
BBA, Accounting and Finance
Chuck Bucek CPA, P.C. November 2013 - Present
Whitley Penn May 2012 - November 2013
Null-Lairson P.C January 1995 - May 2012
Melton & Melton, LLP January 1988 - July 1994
Skills
Income, LLC, Partnerships, CPA, Tax, Partnership Taxation, Accounting, Tax Preparation, QuickBooks, Financial Accounting, Tax Accounting, General Ledger, Trusts, Corporate Tax, Income Tax
Education
The University of Texas at Austin 2004 — 2004
General Management Certificate, Business
Southwest Texas State University 1984 — 1987
BBA, Accounting and Finance
Matt Hardin Matt Hardin's Whitley Penn Experience January 2012 - June 2012
Job Accountant at BeachFleischman PC
Industry Accounting
Experience
BeachFleischman PC January 2013 - Present
Assist Wireless June 2012 - January 2013
Whitley Penn January 2012 - June 2012
Cow Incorporated May 1999 - November 2011
Skills
QuickBooks, General Ledger, Account Reconciliation, Journal Entries, Leadership, Project Management, Analytical Skills, Critical Thinking, Accounting, Financial Reporting, Plannning, Auditing, GAAP, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Accounts Payable, CPA, Financial Statements, Financial Audits, Payroll, Fixed Assets, Analysis, US GAAP, External Audit, Bookkeeping, Microsoft Excel, Bank Reconciliation, Sarbanes-Oxley, Cash Flow, Accruals, Sales Tax, Cash Management, Expenses, Consolidated Financial..., Depreciation, Year-end Close
Education
The University of Texas at Arlington 2010 — 2012
MPA, Accounting
The University of Texas at Arlington - College of Business Administration 2001 — 2004
MBA, Business
BeachFleischman PC January 2013 - Present
Assist Wireless June 2012 - January 2013
Whitley Penn January 2012 - June 2012
Cow Incorporated May 1999 - November 2011
Skills
QuickBooks, General Ledger, Account Reconciliation, Journal Entries, Leadership, Project Management, Analytical Skills, Critical Thinking, Accounting, Financial Reporting, Plannning, Auditing, GAAP, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Accounts Payable, CPA, Financial Statements, Financial Audits, Payroll, Fixed Assets, Analysis, US GAAP, External Audit, Bookkeeping, Microsoft Excel, Bank Reconciliation, Sarbanes-Oxley, Cash Flow, Accruals, Sales Tax, Cash Management, Expenses, Consolidated Financial..., Depreciation, Year-end Close
Education
The University of Texas at Arlington 2010 — 2012
MPA, Accounting
The University of Texas at Arlington - College of Business Administration 2001 — 2004
MBA, Business
John Vallance John Vallance's Whitley Penn Experience May 2007 - Present
Job Partner at Whitley Penn
Industry Accounting
Experience
Whitley Penn May 2007 - Present
McCaslin & Company, LLP January 1996 - May 2007
Caltex June 1994 - January 1996
Skills
CPA, Accounting, Auditing, Assurance, Management Consulting, SEC filings, Financial Reporting, GAAP, Internal Controls, US GAAP, Audits of Employee..., Financial Accounting, Financial Statements, Corporate Tax, Valuation, Financial Analysis, Due Diligence, External Audit, Tax Accounting, Partnership Taxation, Revenue Recognition
Education
The University of Texas at Arlington 1991 — 1995
BBA and MBA, Accounting
Whitley Penn May 2007 - Present
McCaslin & Company, LLP January 1996 - May 2007
Caltex June 1994 - January 1996
Skills
CPA, Accounting, Auditing, Assurance, Management Consulting, SEC filings, Financial Reporting, GAAP, Internal Controls, US GAAP, Audits of Employee..., Financial Accounting, Financial Statements, Corporate Tax, Valuation, Financial Analysis, Due Diligence, External Audit, Tax Accounting, Partnership Taxation, Revenue Recognition
Education
The University of Texas at Arlington 1991 — 1995
BBA and MBA, Accounting
Ana Coscia Ana Coscia's Whitley Penn Experience September 2014 - Present
Job Tax Senior Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn September 2014 - Present
GM Financial June 2014 - September 2014
GM Financial September 2013 - June 2014
GM Financial/AmeriCredit September 2011 - September 2013
PricewaterhouseCoopers LLP March 2007 - September 2011
McCaslin & Company, LLP February 2004 - March 2007
Skills
SEC filings, CPA, Accounting, Tax, US GAAP, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Tax Research, Financial Statements, Corporate Tax, Tax Preparation, US Tax, Tax Accounting, Income Tax, Big 4, International Tax, Tax Returns, SEC Filings
Education
Texas Christian University - M.J. Neeley School of Business 2002 — 2003
Master of Accounting
Texas Christian University - M.J. Neeley School of Business 1997 — 2001
BBA
Whitley Penn September 2014 - Present
GM Financial June 2014 - September 2014
GM Financial September 2013 - June 2014
GM Financial/AmeriCredit September 2011 - September 2013
PricewaterhouseCoopers LLP March 2007 - September 2011
McCaslin & Company, LLP February 2004 - March 2007
Skills
SEC filings, CPA, Accounting, Tax, US GAAP, Financial Reporting, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Tax Research, Financial Statements, Corporate Tax, Tax Preparation, US Tax, Tax Accounting, Income Tax, Big 4, International Tax, Tax Returns, SEC Filings
Education
Texas Christian University - M.J. Neeley School of Business 2002 — 2003
Master of Accounting
Texas Christian University - M.J. Neeley School of Business 1997 — 2001
BBA
Lauren LeBlanc's Whitley Penn Experience May 2012 - May 2012
Job Assistant Vice President, Accounting and Alternative Asset Manager
Industry Investment Management
Experience
Sentinel Trust Company May 2012 - Present
Whitley Penn May 2012 - May 2012
Null-Lairson P.C September 2009 - May 2012
PricewaterhouseCoopers September 2007 - September 2009
Skills
Teamwork, Compliance, Big 4, Employee Benefit Plan..., GAAP, Accounting Research, Accounting, Financial Reporting, CPA, External Audit, Financial Accounting, Auditing, Internal Controls, US GAAP, QuickBooks, Investment Management, Staff Supervision, Internal Audit, Financial Statements
Education
Texas A&M University - Mays Business School 2002 — 2007
Masters, Accounting, Finance
Sentinel Trust Company May 2012 - Present
Whitley Penn May 2012 - May 2012
Null-Lairson P.C September 2009 - May 2012
PricewaterhouseCoopers September 2007 - September 2009
Skills
Teamwork, Compliance, Big 4, Employee Benefit Plan..., GAAP, Accounting Research, Accounting, Financial Reporting, CPA, External Audit, Financial Accounting, Auditing, Internal Controls, US GAAP, QuickBooks, Investment Management, Staff Supervision, Internal Audit, Financial Statements
Education
Texas A&M University - Mays Business School 2002 — 2007
Masters, Accounting, Finance
Jeffry Lawlis Jeffry Lawlis's Whitley Penn Experience July 2008 - Present
Job Partner at Whitley Penn
Industry Accounting
Experience
Whitley Penn July 2008 - Present
Grant Thornton 2003 - 2008
Triton Network Systems January 2000 - December 2002
Ernst & Young 1989 - 1999
Skills
SEC filings, Sarbanes-Oxley Act, US GAAP, GAAP, Public Companies, CPA, Financial Audits, Internal Controls, Auditing, Financial Reporting, Cost Accounting, Accounting, Financial Statements, External Audit, Sarbanes-Oxley, Financial Accounting, Revenue Recognition, General Ledger, Assurance, Forensic Accounting, Tax Accounting, Tax, Big 4, SEC Filings
Education
Texas Tech University - Rawls College of Business 1985 — 1989
BBA, Accounting
grant thornton dallas
Whitley Penn July 2008 - Present
Grant Thornton 2003 - 2008
Triton Network Systems January 2000 - December 2002
Ernst & Young 1989 - 1999
Skills
SEC filings, Sarbanes-Oxley Act, US GAAP, GAAP, Public Companies, CPA, Financial Audits, Internal Controls, Auditing, Financial Reporting, Cost Accounting, Accounting, Financial Statements, External Audit, Sarbanes-Oxley, Financial Accounting, Revenue Recognition, General Ledger, Assurance, Forensic Accounting, Tax Accounting, Tax, Big 4, SEC Filings
Education
Texas Tech University - Rawls College of Business 1985 — 1989
BBA, Accounting
grant thornton dallas
Steve Metzenthin Steve Metzenthin's Whitley Penn Experience May 2012 - Present
Job Partner at Whitley Penn
Industry Accounting
Experience
Whitley Penn May 2012 - Present
Null-Lairson PC June 2007 - May 2012
Education
Texas A&M University 1969 — 1973
Bachelor of Arts, Economics
Whitley Penn May 2012 - Present
Null-Lairson PC June 2007 - May 2012
Education
Texas A&M University 1969 — 1973
Bachelor of Arts, Economics
Randy Gregg's Whitley Penn Experience November 2012 - Present
Job
Industry Accounting
Experience
Whitley Penn November 2012 - Present
BDO USA, LLP June 2005 - December 2012
Grant Thornton August 1999 - May 2005
Ernst & Young February 1998 - August 1999
Rogoff Erickson Diamond & Walker, LLP August 1991 - February 1998
Skills
SEC reporting, Real Estate, Non-profits, SOX, Accounting, Auditing, Internal Controls, GAAP, Financial Reporting, SEC filings, OMB Circular A-133, Financial Institutions, Public Sector, GASB, Sarbanes-Oxley Act, Internal Audit, US GAAP, Revenue Recognition, Nonprofits, Assurance, Sarbanes-Oxley, CPA, Corporate Tax, Financial Analysis, Financial Audits, Leadership, Due Diligence, Big 4, Financial Modeling, Corporate Governance, External Audit, Finance, Financial Accounting, Financial Statements, Tax, Income Tax, Tax Accounting, Business Valuation, Forensic Accounting, IFRS, SEC Filings
Education
The University of New Mexico 1985 — 1990
BBA
The University of New Mexico - Robert O. Anderson School of Management 1985 — 1990
BBA
Whitley Penn November 2012 - Present
BDO USA, LLP June 2005 - December 2012
Grant Thornton August 1999 - May 2005
Ernst & Young February 1998 - August 1999
Rogoff Erickson Diamond & Walker, LLP August 1991 - February 1998
Skills
SEC reporting, Real Estate, Non-profits, SOX, Accounting, Auditing, Internal Controls, GAAP, Financial Reporting, SEC filings, OMB Circular A-133, Financial Institutions, Public Sector, GASB, Sarbanes-Oxley Act, Internal Audit, US GAAP, Revenue Recognition, Nonprofits, Assurance, Sarbanes-Oxley, CPA, Corporate Tax, Financial Analysis, Financial Audits, Leadership, Due Diligence, Big 4, Financial Modeling, Corporate Governance, External Audit, Finance, Financial Accounting, Financial Statements, Tax, Income Tax, Tax Accounting, Business Valuation, Forensic Accounting, IFRS, SEC Filings
Education
The University of New Mexico 1985 — 1990
BBA
The University of New Mexico - Robert O. Anderson School of Management 1985 — 1990
BBA
Randy Terry Randy Terry's Whitley Penn Experience April 2006 - February 2008
Job Project Manager at Zones, Inc. PMP ITIL
Industry Information Technology and Services
Experience
Zones, Inc. May 2015 - Present
PeopleFund May 2015 - Present
Project Management Education and Certification January 2014 - March 2015
Dr Pepper Snapple Group February 2013 - December 2013
St. Jude Medical March 2010 - September 2012
AITP Dallas Chapter October 2009 - August 2011
SAIC September 2008 - October 2009
Whitley Penn April 2006 - February 2008
JP Morgan Chase November 2003 - April 2006
Bank One October 2002 - November 2003
Skills
IT Infrastructure..., Infrastructure, Management, Mobile Device Management, Budget Planning, Team Management, Vendor Management, ITIL, Customer Service, Software Documentation, Project Management, Troubleshooting, XP, Service Desk, Laptops, Project Planning, BMC Remedy, Active Directory, Disaster Recovery, Servers, Windows Server, Recruiting, Security, ITIL Certified, Windows XP, Service Metrics, RFP Generation, Service Delivery..., SOP authoring, Crisis Management, Team Recruitment, IT Support, System Migrations, IT Strategy, IT Management, Leadership, SharePoint, Information Technology, Process Improvement, IT Service Management, Team Leadership
Education
The University of Texas at Arlington 1993 — 1998
Bachelor of Science Information Systems
ITIL Foundation Level Certified
Foundation Level
Zones, Inc. May 2015 - Present
PeopleFund May 2015 - Present
Project Management Education and Certification January 2014 - March 2015
Dr Pepper Snapple Group February 2013 - December 2013
St. Jude Medical March 2010 - September 2012
AITP Dallas Chapter October 2009 - August 2011
SAIC September 2008 - October 2009
Whitley Penn April 2006 - February 2008
JP Morgan Chase November 2003 - April 2006
Bank One October 2002 - November 2003
Skills
IT Infrastructure..., Infrastructure, Management, Mobile Device Management, Budget Planning, Team Management, Vendor Management, ITIL, Customer Service, Software Documentation, Project Management, Troubleshooting, XP, Service Desk, Laptops, Project Planning, BMC Remedy, Active Directory, Disaster Recovery, Servers, Windows Server, Recruiting, Security, ITIL Certified, Windows XP, Service Metrics, RFP Generation, Service Delivery..., SOP authoring, Crisis Management, Team Recruitment, IT Support, System Migrations, IT Strategy, IT Management, Leadership, SharePoint, Information Technology, Process Improvement, IT Service Management, Team Leadership
Education
The University of Texas at Arlington 1993 — 1998
Bachelor of Science Information Systems
ITIL Foundation Level Certified
Foundation Level
Leslie Haines Leslie Haines's Whitley Penn Experience February 2015 - Present
Job Tax Senior Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn February 2015 - Present
Leslie Haines, CPA March 2005 - February 2015
Lacerte/Intuit Software September 1995 - June 1998
Kenneth Levanthal/Ernst & Young July 1994 - July 1995
Arthur Anderson January 1992 - July 1994
Lomas Mortgage USA May 1987 - January 1992
Skills
Tax
Education
The University of Texas at Arlington 1987 — 1991
BBA, Accounting
Whitley Penn February 2015 - Present
Leslie Haines, CPA March 2005 - February 2015
Lacerte/Intuit Software September 1995 - June 1998
Kenneth Levanthal/Ernst & Young July 1994 - July 1995
Arthur Anderson January 1992 - July 1994
Lomas Mortgage USA May 1987 - January 1992
Skills
Tax
Education
The University of Texas at Arlington 1987 — 1991
BBA, Accounting
Shelby Gibbs Shelby Gibbs's Whitley Penn Experience January 2008 - August 2009
Job Controller at McMurry University
Industry Accounting
Experience
McMurry University July 2015 - Present
Davis Kinard & Co. PC September 2009 - July 2015
Whitley Penn January 2008 - August 2009
Skills
CPA, Auditing, Accounting, Tax Preparation, GAAP, Corporate Tax, Tax Research, US GAAP, External Audit, QuickBooks, Tax, Financial Analysis
Education
Texas Tech University - Rawls College of Business 2003 — 2007
Master of Science in Accounting, Accounting
McMurry University July 2015 - Present
Davis Kinard & Co. PC September 2009 - July 2015
Whitley Penn January 2008 - August 2009
Skills
CPA, Auditing, Accounting, Tax Preparation, GAAP, Corporate Tax, Tax Research, US GAAP, External Audit, QuickBooks, Tax, Financial Analysis
Education
Texas Tech University - Rawls College of Business 2003 — 2007
Master of Science in Accounting, Accounting
Patrick Simmons Patrick Simmons's Whitley Penn Experience July 2014 - Present
Job Audit Senior at Whitley Penn
Industry Accounting
Experience
Whitley Penn July 2014 - Present
Whitley Penn January 2013 - June 2014
Skills
GAAP, US GAAP, Auditing, External Audit, Internal Controls, Financial Accounting, Accounting, Financial Reporting, Financial Statements
Education
University of Houston-Clear Lake 2011 — 2013
Master of Science (M.S.), Accounting
Texas A&M University 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Whitley Penn July 2014 - Present
Whitley Penn January 2013 - June 2014
Skills
GAAP, US GAAP, Auditing, External Audit, Internal Controls, Financial Accounting, Accounting, Financial Reporting, Financial Statements
Education
University of Houston-Clear Lake 2011 — 2013
Master of Science (M.S.), Accounting
Texas A&M University 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Matthew Corder, CPA Matthew Corder, CPA's Whitley Penn Experience July 2014 - October 2014
Job Audit Senior at Hood & Strong, LLP
Industry Accounting
Experience
Hood & Strong, LLP November 2014 - Present
Whitley Penn July 2014 - October 2014
Whitley Penn September 2012 - June 2014
Lee Financial Corporation June 2009 - September 2012
Skills
Auditing, Partnership Accounting, CPA, Financial Analysis, Financial Reporting, GAAP, General Ledger, Financial Modeling, US GAAP, Assurance, SEC filings, Internal Controls, Accounting, Financial Statements
Education
The University of Texas at Dallas 2010 — 2011
Master of Science (M.S.), Accounting
Texas Christian University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Hood & Strong, LLP November 2014 - Present
Whitley Penn July 2014 - October 2014
Whitley Penn September 2012 - June 2014
Lee Financial Corporation June 2009 - September 2012
Skills
Auditing, Partnership Accounting, CPA, Financial Analysis, Financial Reporting, GAAP, General Ledger, Financial Modeling, US GAAP, Assurance, SEC filings, Internal Controls, Accounting, Financial Statements
Education
The University of Texas at Dallas 2010 — 2011
Master of Science (M.S.), Accounting
Texas Christian University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Anna Hardy's Whitley Penn Experience November 2011 - Present
Job Litigation Support Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn November 2011 - Present
T. STEWART P.C. November 2008 - October 2011
Ulta August 2006 - February 2008
Skills
Bookkeep, Asset Tracing, Litigation Support, Accounting, QuickBooks, Financial Reporting, Account Reconciliation, Accounts Payable, Accounts Receivable, Auditing, General Ledger, Microsoft Office, Financial Analysis, Financial Statements, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Bookkeeping, Payroll, Customer Service, Forensic Accounting, Financial Accounting
Education
The University of Dallas 2011 — 2013
Master of Science, Accounting, 3.87
The University of Dallas 2007 — 2011
Bachelor, Business, Accounting
Whitley Penn November 2011 - Present
T. STEWART P.C. November 2008 - October 2011
Ulta August 2006 - February 2008
Skills
Bookkeep, Asset Tracing, Litigation Support, Accounting, QuickBooks, Financial Reporting, Account Reconciliation, Accounts Payable, Accounts Receivable, Auditing, General Ledger, Microsoft Office, Financial Analysis, Financial Statements, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Bookkeeping, Payroll, Customer Service, Forensic Accounting, Financial Accounting
Education
The University of Dallas 2011 — 2013
Master of Science, Accounting, 3.87
The University of Dallas 2007 — 2011
Bachelor, Business, Accounting
Emily K. Jackson, CPA Emily K. Jackson, CPA's Whitley Penn Experience June 2001 - February 2005
Job Consultant
Industry Accounting
Experience
Independent Contractor September 2008 - Present
Lane Gorman Trubitt, L.L.P. February 2005 - August 2008
Whitley Penn June 2001 - February 2005
Education
Texas Wesleyan University 2000 — 2001
MBA, Accounting
Texas Wesleyan University 1997 — 2000
BBA, Accounting
Independent Contractor September 2008 - Present
Lane Gorman Trubitt, L.L.P. February 2005 - August 2008
Whitley Penn June 2001 - February 2005
Education
Texas Wesleyan University 2000 — 2001
MBA, Accounting
Texas Wesleyan University 1997 — 2000
BBA, Accounting
Courtney Bates, CPA Courtney Bates, CPA's Whitley Penn Experience November 2013 - Present
Job Audit Senior at Whitley Penn
Industry Accounting
Experience
Whitley Penn November 2013 - Present
Hein & Associates September 2012 - October 2013
Texas Digital Systems August 2009 - April 2012
Texas A&M University December 2011 - January 2012
Hein & Associates January 2011 - April 2011
Skills
Accounting, Excel, Financial Reporting, Financial Accounting, Auditing, Word, General Ledger, Accounts Receivable, Billing, PowerPoint, Microsoft Office, Access, Spreadsheets, Documentation, Teamwork, Reconciliation, Microsoft Excel, Financial Analysis, Account Reconciliation, Invoicing, Microsoft Word
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Whitley Penn November 2013 - Present
Hein & Associates September 2012 - October 2013
Texas Digital Systems August 2009 - April 2012
Texas A&M University December 2011 - January 2012
Hein & Associates January 2011 - April 2011
Skills
Accounting, Excel, Financial Reporting, Financial Accounting, Auditing, Word, General Ledger, Accounts Receivable, Billing, PowerPoint, Microsoft Office, Access, Spreadsheets, Documentation, Teamwork, Reconciliation, Microsoft Excel, Financial Analysis, Account Reconciliation, Invoicing, Microsoft Word
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Ben Scheffler Ben Scheffler's Whitley Penn Experience June 1998 - June 2003
Job Managing Director Tax at KPMG
Industry Management Consulting
Experience
KPMG January 2007 - Present
Rylander, Clay & Opitz, LLP January 2005 - December 2006
Scheffler & Bates, PLLC June 2003 - December 2004
Whitley Penn June 1998 - June 2003
Skills
Income Tax, Private Equity, Oil and Gas, Accounting, Consulting, CPA
Education
Texas Christian University 1998 — 1999
Masters of Accounting, Accounting
Texas Christian University 1994 — 1998
Bachelor's degree, Accounting
KPMG January 2007 - Present
Rylander, Clay & Opitz, LLP January 2005 - December 2006
Scheffler & Bates, PLLC June 2003 - December 2004
Whitley Penn June 1998 - June 2003
Skills
Income Tax, Private Equity, Oil and Gas, Accounting, Consulting, CPA
Education
Texas Christian University 1998 — 1999
Masters of Accounting, Accounting
Texas Christian University 1994 — 1998
Bachelor's degree, Accounting
Jacob Swinnea's Whitley Penn Experience January 2014 - August 2014
Job Accounting Professional
Industry Accounting
Experience
Axis Construction LP 2008 - Present
Whitley Penn January 2014 - August 2014
Tarrant Regional Water District May 2010 - August 2010
Education
Texas A&M University 2007 — 2012
Bachelor of Business Administration (BBA), Accounting
Axis Construction LP 2008 - Present
Whitley Penn January 2014 - August 2014
Tarrant Regional Water District May 2010 - August 2010
Education
Texas A&M University 2007 — 2012
Bachelor of Business Administration (BBA), Accounting
Shanna (Allen) Roden Shanna (Allen) Roden's Whitley Penn Experience June 2012 - August 2013
Job Tax Staff II at TravisWolff
Industry Accounting
Experience
TravisWolff July 2015 - Present
Dan Lee Smallwood, CPA May 2014 - June 2015
Pattillo Brown & Hill L.L.P September 2013 - April 2014
Whitley Penn June 2012 - August 2013
Montgomery Coscia Greilich LLP January 2011 - April 2011
Skills
Tax Research, Tax Returns, Partnership Taxation, General Ledger, Account Reconciliation, CCH ProSystem fx, GAAP, Corporate Tax, Microsoft Excel, Income Tax, Tax Preparation, QuickBooks, Tax Accounting, ProSeries
Education
Texas Tech University - Rawls College of Business 2008 — 2012
BBA Accounting, Accounting
Texas Woman's University
Master of Business Administration (M.B.A.), Accounting
TravisWolff July 2015 - Present
Dan Lee Smallwood, CPA May 2014 - June 2015
Pattillo Brown & Hill L.L.P September 2013 - April 2014
Whitley Penn June 2012 - August 2013
Montgomery Coscia Greilich LLP January 2011 - April 2011
Skills
Tax Research, Tax Returns, Partnership Taxation, General Ledger, Account Reconciliation, CCH ProSystem fx, GAAP, Corporate Tax, Microsoft Excel, Income Tax, Tax Preparation, QuickBooks, Tax Accounting, ProSeries
Education
Texas Tech University - Rawls College of Business 2008 — 2012
BBA Accounting, Accounting
Texas Woman's University
Master of Business Administration (M.B.A.), Accounting
Amanda Swarts's Whitley Penn Experience September 2014 - Present
Job Staff Auditor
Industry Accounting
Experience
Whitley Penn September 2014 - Present
Green & Morris, CPA May 2011 - July 2014
Whitley Penn January 2013 - March 2013
Skills
Microsoft Excel, Microsoft Office 2007, QuickBooks, Constant Contact, Adobe, PenSoft, Bookkeeping, Auditing, Tax Preparation, General Ledger, GAAP, US GAAP, CPA, SEC filings, Internal Controls, Financial Accounting
Education
Texas Tech University - Rawls College of Business 2009 — 2014
Master's degree, Accounting
Texas Tech University - Rawls College of Business 2009 — 2012
Bachelor's degree, Accounting
Whitley Penn September 2014 - Present
Green & Morris, CPA May 2011 - July 2014
Whitley Penn January 2013 - March 2013
Skills
Microsoft Excel, Microsoft Office 2007, QuickBooks, Constant Contact, Adobe, PenSoft, Bookkeeping, Auditing, Tax Preparation, General Ledger, GAAP, US GAAP, CPA, SEC filings, Internal Controls, Financial Accounting
Education
Texas Tech University - Rawls College of Business 2009 — 2014
Master's degree, Accounting
Texas Tech University - Rawls College of Business 2009 — 2012
Bachelor's degree, Accounting
Kristin D Lees, CPA Kristin D Lees, CPA's Whitley Penn Experience May 2012 - July 2012
Job Certified Public Accountant
Industry Accounting
Experience
Peterson & Peterson, P.C. September 2014 - Present
Bennoch and Walker LLC, CPA's January 2013 - September 2014
Whitley Penn May 2012 - July 2012
Null-Lairson P.C November 2003 - May 2012
Parrish, Moody & Fikes, p.c. November 1998 - May 2001
Null-Lairson P.C March 1994 - April 1998
Skills
GAAP, Financial Reporting, Auditing, Internal Controls, Financial Accounting, External Audit, General Ledger, Account Reconciliation, Fixed Assets, Journal Entries, US GAAP, Financial Statements, CPA
Education
Texas A&M University 1988 — 1993
Bachelor of Business Administration, Accounting and Finance
Peterson & Peterson, P.C. September 2014 - Present
Bennoch and Walker LLC, CPA's January 2013 - September 2014
Whitley Penn May 2012 - July 2012
Null-Lairson P.C November 2003 - May 2012
Parrish, Moody & Fikes, p.c. November 1998 - May 2001
Null-Lairson P.C March 1994 - April 1998
Skills
GAAP, Financial Reporting, Auditing, Internal Controls, Financial Accounting, External Audit, General Ledger, Account Reconciliation, Fixed Assets, Journal Entries, US GAAP, Financial Statements, CPA
Education
Texas A&M University 1988 — 1993
Bachelor of Business Administration, Accounting and Finance
Jenay Oliphant Matthews, CPA Jenay Oliphant Matthews, CPA's Whitley Penn Experience May 2012 - August 2012
Job Special Revenue Accountant at Alief Independent School District
Industry Accounting
Experience
Alief Independent School District September 2012 - Present
Whitley Penn May 2012 - August 2012
Null-Lairson P.C July 2011 - May 2012
Texas State Auditor's Office October 2000 - 2011
Durbin & Company LLP May 1999 - October 2000
Skills
External Audit, Internal Controls, GAAP, Auditing, Governmental Auditing, Government Accounting, Accounting, CPA, Financial Accounting, Financial Analysis, Financial Statements, General Ledger, Internal Audit, US GAAP
Education
Texas Tech University 1994 — 1999
BBA, Accounting
Alief Independent School District September 2012 - Present
Whitley Penn May 2012 - August 2012
Null-Lairson P.C July 2011 - May 2012
Texas State Auditor's Office October 2000 - 2011
Durbin & Company LLP May 1999 - October 2000
Skills
External Audit, Internal Controls, GAAP, Auditing, Governmental Auditing, Government Accounting, Accounting, CPA, Financial Accounting, Financial Analysis, Financial Statements, General Ledger, Internal Audit, US GAAP
Education
Texas Tech University 1994 — 1999
BBA, Accounting
Crystal Lanphier Crystal Lanphier's Whitley Penn Experience May 2007 - September 2012
Job Accounting Manager at Finley Resources Inc
Industry Oil & Energy
Experience
Finley Resources Inc May 2013 - Present
Silver Creek Oil and Gas September 2012 - May 2013
Whitley Penn May 2007 - September 2012
McCaslin & Company, LLP August 2005 - May 2007
Skills
CPA, GAAP, Accounting, Auditing, Financial Reporting, Bookkeeping, Tax, Financial Analysis, Internal Audit, Internal Controls, General Ledger
Education
The University of Texas at Arlington - College of Business 2002 — 2005
MS-Accounting, BBA-Accounting, Accounting
Finley Resources Inc May 2013 - Present
Silver Creek Oil and Gas September 2012 - May 2013
Whitley Penn May 2007 - September 2012
McCaslin & Company, LLP August 2005 - May 2007
Skills
CPA, GAAP, Accounting, Auditing, Financial Reporting, Bookkeeping, Tax, Financial Analysis, Internal Audit, Internal Controls, General Ledger
Education
The University of Texas at Arlington - College of Business 2002 — 2005
MS-Accounting, BBA-Accounting, Accounting
Jay Towne, CPA Jay Towne, CPA's Whitley Penn Experience September 2012 - Present
Job Employee Benefit Plan audit and tax compliance manager
Industry Accounting
Experience
Whitley Penn September 2012 - Present
Whitley Penn May 2008 - October 2012
Tipton, Marler, Garner & Chastain May 2003 - May 2008
Weiss & Associates January 2002 - January 2003
Skills
Tax Compliance, Employee Benefit Plan..., Employee Benefits, ERISA, Form 5500, Tax, SEC filings, Tax Accounting, Payroll, Accounting, CPA, US GAAP, GAAP, Tax Research, Tax Preparation, Corporate Tax
Education
Texas Tech University 2000 — 2003
BBA, Accounting
University of Northern Iowa 1998 — 2000
Accounting
Whitley Penn September 2012 - Present
Whitley Penn May 2008 - October 2012
Tipton, Marler, Garner & Chastain May 2003 - May 2008
Weiss & Associates January 2002 - January 2003
Skills
Tax Compliance, Employee Benefit Plan..., Employee Benefits, ERISA, Form 5500, Tax, SEC filings, Tax Accounting, Payroll, Accounting, CPA, US GAAP, GAAP, Tax Research, Tax Preparation, Corporate Tax
Education
Texas Tech University 2000 — 2003
BBA, Accounting
University of Northern Iowa 1998 — 2000
Accounting
Stephanie Braislin, CPA, CISA Stephanie Braislin, CPA, CISA's Whitley Penn Experience August 2014 - Present
Job Director of Risk Advisory Services at Whitley Penn
Industry Accounting
Experience
Whitley Penn August 2014 - Present
Whitley Penn September 2006 - July 2014
Whitley Penn September 2007 - September 2012
Whitley Penn January 2005 - March 2005
Skills
Auditing, CPA, GAAP, Public Companies, Internal Controls, Financial Statements, Assurance, Employee Benefits, External Audit, Real Estate, SEC filings, Financial Reporting, Financial Services, Financial Accounting, Recruiting, Financial Analysis, US GAAP, Manufacturing/Distributi..., Employee Benefit Plan..., AIM listed companies, Forensic Accounting, Revenue Recognition, Sarbanes-Oxley, General Ledger, Internal Audit, IT Audit, Risk Management, Risk Assessment, SSAE 16
Education
Texas Tech University 2005 — 2006
Master of Science, Accounting
Texas Tech University 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Whitley Penn August 2014 - Present
Whitley Penn September 2006 - July 2014
Whitley Penn September 2007 - September 2012
Whitley Penn January 2005 - March 2005
Skills
Auditing, CPA, GAAP, Public Companies, Internal Controls, Financial Statements, Assurance, Employee Benefits, External Audit, Real Estate, SEC filings, Financial Reporting, Financial Services, Financial Accounting, Recruiting, Financial Analysis, US GAAP, Manufacturing/Distributi..., Employee Benefit Plan..., AIM listed companies, Forensic Accounting, Revenue Recognition, Sarbanes-Oxley, General Ledger, Internal Audit, IT Audit, Risk Management, Risk Assessment, SSAE 16
Education
Texas Tech University 2005 — 2006
Master of Science, Accounting
Texas Tech University 2001 — 2005
Bachelor of Business Administration (BBA), Accounting
Michelle Santarelli Michelle Santarelli's Whitley Penn Experience November 2007 - January 2013
Job Tax Manager at Mesch McBride, PLLC
Industry Accounting
Experience
Mesch McBride, PLLC February 2013 - Present
Whitley Penn November 2007 - January 2013
J.A. Garrison & Co., CPA's 2006 - 2007
Hartman Leito & Bolt LLP 2004 - 2006
Texas Comptroller of Public Accounts 2003 - 2004
Fidelity Investments 1998 - 2003
Skills
CPA, Accounting, Tax, GAAP, Tax Accounting, Financial Reporting, Corporate Tax, Tax Preparation, Income Tax, US GAAP, Financial Accounting, Partnership Taxation
Education
The University of Texas at Arlington - College of Business 1999 — 2003
M.P.A., Accounting
The University of Texas at Arlington 1994 — 1997
B.A., Communications
Nolan Catholic High School 1988 — 1992
Mesch McBride, PLLC February 2013 - Present
Whitley Penn November 2007 - January 2013
J.A. Garrison & Co., CPA's 2006 - 2007
Hartman Leito & Bolt LLP 2004 - 2006
Texas Comptroller of Public Accounts 2003 - 2004
Fidelity Investments 1998 - 2003
Skills
CPA, Accounting, Tax, GAAP, Tax Accounting, Financial Reporting, Corporate Tax, Tax Preparation, Income Tax, US GAAP, Financial Accounting, Partnership Taxation
Education
The University of Texas at Arlington - College of Business 1999 — 2003
M.P.A., Accounting
The University of Texas at Arlington 1994 — 1997
B.A., Communications
Nolan Catholic High School 1988 — 1992
Jason Turpin Jason Turpin's Whitley Penn Experience September 2014 - Present
Job Audit Staff at Whitley Penn
Industry Accounting
Experience
Whitley Penn September 2014 - Present
James Teague & CO, CPA January 2014 - August 2014
City of Lubbock March 2013 - January 2014
KPMG US January 2013 - March 2013
Skills
Microsoft Excel, Accounting, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Time Management, Public Speaking, Outlook, Leadership, Auditing
Education
Texas Tech University 2012 — 2014
Master's degree, Accounting, 3.33
Texas Tech University 2009 — 2012
Bachelor's of Science, Accounting and Finance, 3.188
Whitley Penn September 2014 - Present
James Teague & CO, CPA January 2014 - August 2014
City of Lubbock March 2013 - January 2014
KPMG US January 2013 - March 2013
Skills
Microsoft Excel, Accounting, Microsoft Word, Microsoft Office, PowerPoint, Teamwork, Time Management, Public Speaking, Outlook, Leadership, Auditing
Education
Texas Tech University 2012 — 2014
Master's degree, Accounting, 3.33
Texas Tech University 2009 — 2012
Bachelor's of Science, Accounting and Finance, 3.188
TriMesha Smith, MBA TriMesha Smith, MBA's Whitley Penn Experience November 2014 - June 2015
Job Professional Staff at Edgar, Kiker, & Cross, PC
Industry Accounting
Experience
Edgar, Kiker & Cross, P.C., CPA's July 2015 - Present
Whitley Penn November 2014 - June 2015
HORNE LLP April 2012 - June 2014
Doye M. Jokodola, PC August 2009 - November 2011
Skills
Accounts Payable, Account Reconciliation, Accounting, Payroll, General Ledger, Analysis, Microsoft Excel, Customer Service, Bookkeeping, Journal Entries, PowerPoint, Sales, Nonprofits, Financial Reporting, Teamwork
Education
Texas Southern University 2010 — 2012
MBA, Concentration in Accounting
Texas Southern University 2006 — 2010
Bachelors of Business Administration, Accounting
CPA eligible
Accounting
Edgar, Kiker & Cross, P.C., CPA's July 2015 - Present
Whitley Penn November 2014 - June 2015
HORNE LLP April 2012 - June 2014
Doye M. Jokodola, PC August 2009 - November 2011
Skills
Accounts Payable, Account Reconciliation, Accounting, Payroll, General Ledger, Analysis, Microsoft Excel, Customer Service, Bookkeeping, Journal Entries, PowerPoint, Sales, Nonprofits, Financial Reporting, Teamwork
Education
Texas Southern University 2010 — 2012
MBA, Concentration in Accounting
Texas Southern University 2006 — 2010
Bachelors of Business Administration, Accounting
CPA eligible
Accounting
Mark Lyden's Whitley Penn Experience January 2015 - April 2015
Job TCU Master's in Accounting May 2016
Industry Accounting
Experience
Texas Christian University August 2015 - Present
Whitley Penn January 2015 - April 2015
Robert Cocanower, P.C. June 2014 - August 2014
Skills
Accounting, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Group Communication, Public Speaking, PowerPoint, Time Management
Education
Texas Christian University 2015 — 2016
Master's degree, Accounting
Texas Christian University 2011 — 2014
Accounting, Accounting
Texas Christian University August 2015 - Present
Whitley Penn January 2015 - April 2015
Robert Cocanower, P.C. June 2014 - August 2014
Skills
Accounting, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Group Communication, Public Speaking, PowerPoint, Time Management
Education
Texas Christian University 2015 — 2016
Master's degree, Accounting
Texas Christian University 2011 — 2014
Accounting, Accounting
Austin Fry Austin Fry's Whitley Penn Experience January 2015 - March 2015
Job Graduate Student at TCU
Industry Accounting
Experience
Whitley Penn January 2015 - March 2015
Henry B. Paup & Associates June 2013 - December 2014
TCU Kappa Sigma Fraternity November 2013 - October 2014
Westwood Trust May 2012 - June 2013
Skills
Microsoft Word, Teamwork, Outlook, Microsoft Excel, Financial Modeling, PowerPoint, Public Speaking, Accounting, Equity Research, Microsoft Office, Research, Tax
Education
Texas Christian University 2015 — 2016
Master’s Degree, Master of Accounting-Financial Reporting and Valuation
Texas Christian University 2011 — 2015
Bachelor of Business Administration (B.B.A.) 2015, Accounting
Whitley Penn January 2015 - March 2015
Henry B. Paup & Associates June 2013 - December 2014
TCU Kappa Sigma Fraternity November 2013 - October 2014
Westwood Trust May 2012 - June 2013
Skills
Microsoft Word, Teamwork, Outlook, Microsoft Excel, Financial Modeling, PowerPoint, Public Speaking, Accounting, Equity Research, Microsoft Office, Research, Tax
Education
Texas Christian University 2015 — 2016
Master’s Degree, Master of Accounting-Financial Reporting and Valuation
Texas Christian University 2011 — 2015
Bachelor of Business Administration (B.B.A.) 2015, Accounting
Mindy Barnett, CPA Mindy Barnett, CPA's Whitley Penn Experience June 2008 - August 2015
Job Tax Senior at Mesch Mcbride, PLLC
Industry Accounting
Experience
Mesch McBride, PLLC August 2015 - Present
Whitley Penn June 2008 - August 2015
Skills
Tax, Tax Research, CPA, Partnership Taxation, Tax Accounting, Corporate Tax, Accounting, ProSystem fx Tax, Income Tax, Tax Preparation, Financial Accounting, QuickBooks, Financial Statements, Fixed Assets, CCH ProSystem fx, Tax Returns, Bookkeeping, S Corporations, US Tax, Personal Income Tax..., Journal Entries, High Net Worth..., Small Business, Partnership Tax Returns, C-Corp
Education
Texas A&M University 2003 — 2008
Accounting, Taxation
Mesch McBride, PLLC August 2015 - Present
Whitley Penn June 2008 - August 2015
Skills
Tax, Tax Research, CPA, Partnership Taxation, Tax Accounting, Corporate Tax, Accounting, ProSystem fx Tax, Income Tax, Tax Preparation, Financial Accounting, QuickBooks, Financial Statements, Fixed Assets, CCH ProSystem fx, Tax Returns, Bookkeeping, S Corporations, US Tax, Personal Income Tax..., Journal Entries, High Net Worth..., Small Business, Partnership Tax Returns, C-Corp
Education
Texas A&M University 2003 — 2008
Accounting, Taxation
Paige Dunn Paige Dunn's Whitley Penn Experience May 2008 - November 2010
Job Accounting Supervisor, CPA
Industry Accounting
Experience
Bass Enterprises November 2010 - Present
Whitley Penn May 2008 - November 2010
Whitley Penn January 2007 - March 2007
Education
Texas A&M University 2007 — 2008
Master of Science (M.S.), Marketing
Texas A&M University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Bass Enterprises November 2010 - Present
Whitley Penn May 2008 - November 2010
Whitley Penn January 2007 - March 2007
Education
Texas A&M University 2007 — 2008
Master of Science (M.S.), Marketing
Texas A&M University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Neritan Xhaferi Neritan Xhaferi's Whitley Penn Experience January 2013 - August 2014
Job Audit and Enterprise Risk Manager at Deloitte
Industry Accounting
Experience
Deloitte October 2014 - Present
Whitley Penn January 2013 - August 2014
Whitley Penn July 2009 - December 2012
Nexia Australia August 2012 - October 2012
Whitley Penn February 2007 - July 2009
PNM Resources July 2005 - February 2007
First Choice Power October 2003 - June 2005
Abilene Christian University October 2002 - May 2003
Skills
Auditing, Accounting, GAAP, Non-profits, Financial Statements, Consulting, Mergers & Acquisitions
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2007
MBA, Business
Abilene Christian UniversityMay 2003 2000 — 2003
B.B.A, Accounting and Finance
Stephenville High School 1999 — 2000
Diploma, General
Qemal Stafa High School 1997 — 1999
Diploma, General
Deloitte October 2014 - Present
Whitley Penn January 2013 - August 2014
Whitley Penn July 2009 - December 2012
Nexia Australia August 2012 - October 2012
Whitley Penn February 2007 - July 2009
PNM Resources July 2005 - February 2007
First Choice Power October 2003 - June 2005
Abilene Christian University October 2002 - May 2003
Skills
Auditing, Accounting, GAAP, Non-profits, Financial Statements, Consulting, Mergers & Acquisitions
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2007
MBA, Business
Abilene Christian UniversityMay 2003 2000 — 2003
B.B.A, Accounting and Finance
Stephenville High School 1999 — 2000
Diploma, General
Qemal Stafa High School 1997 — 1999
Diploma, General
Beth Engelhardt Beth Engelhardt's Whitley Penn Experience January 2007 - Present
Job Partner at Whitley Penn
Industry Accounting
Experience
Whitley Penn January 2007 - Present
Whitley Penn December 1996 - December 2006
David Crockett & Co July 1986 - November 1996
Skills
Estate & Gift Taxation, Trust Taxation, Oil & Gas Taxation, Partnership Taxation, CPA, Tax Accounting, Tax Research, Estate Tax Planning, Income Tax, Tax Preparation, Tax, Financial Analysis
Education
Texas A&M University 1982 — 1986
BBA, Accounting
Whitley Penn January 2007 - Present
Whitley Penn December 1996 - December 2006
David Crockett & Co July 1986 - November 1996
Skills
Estate & Gift Taxation, Trust Taxation, Oil & Gas Taxation, Partnership Taxation, CPA, Tax Accounting, Tax Research, Estate Tax Planning, Income Tax, Tax Preparation, Tax, Financial Analysis
Education
Texas A&M University 1982 — 1986
BBA, Accounting
Blayne Rhynsburger Blayne Rhynsburger's Whitley Penn Experience September 2009 - Present
Job Audit Manager at Whitley Penn
Industry Accounting
Experience
Texas Christian University January 2015 - Present
Whitley Penn September 2009 - Present
Texas Christian University August 2008 - August 2009
Quicksilver Resources Inc. June 2008 - August 2008
Whitley Penn January 2008 - April 2008
Skills
GAAP, US GAAP, SEC filings, CPA, Financial Reporting, Accounting, Financial Accounting, Auditing, Internal Controls, Financial Statements, Sarbanes-Oxley Act, Financial Analysis, Tax, External Audit, General Ledger, Tax Accounting, Assurance, Financial Modeling
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2009
MAc, Accounting
Texas Christian University 2004 — 2009
Bachelor of Science, Finance and Accounting
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
BBA, Accounting & Finance
Texas Christian University January 2015 - Present
Whitley Penn September 2009 - Present
Texas Christian University August 2008 - August 2009
Quicksilver Resources Inc. June 2008 - August 2008
Whitley Penn January 2008 - April 2008
Skills
GAAP, US GAAP, SEC filings, CPA, Financial Reporting, Accounting, Financial Accounting, Auditing, Internal Controls, Financial Statements, Sarbanes-Oxley Act, Financial Analysis, Tax, External Audit, General Ledger, Tax Accounting, Assurance, Financial Modeling
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2009
MAc, Accounting
Texas Christian University 2004 — 2009
Bachelor of Science, Finance and Accounting
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
BBA, Accounting & Finance
Chase Tipton Chase Tipton's Whitley Penn Experience June 2011 - Present
Job Tax Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn June 2011 - Present
Education
Texas Tech University 2003 — 2007
Bachelors, Accounting
University of North Texas 2007 — 2009
Whitley Penn June 2011 - Present
Education
Texas Tech University 2003 — 2007
Bachelors, Accounting
University of North Texas 2007 — 2009
Jill Burkhart's Whitley Penn Experience May 2012 - Present
Job Audit Senior at Whitley Penn
Industry Accounting
Experience
Whitley Penn May 2012 - Present
Null-Lairson P.C May 2010 - May 2012
Skills
GAAP, Sarbanes-Oxley Act, General Ledger, Internal Controls
Education
University of Houston-Clear Lake 2010 — 2012
Master of Science (M.S.), Accounting
Texas A&M University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Whitley Penn May 2012 - Present
Null-Lairson P.C May 2010 - May 2012
Skills
GAAP, Sarbanes-Oxley Act, General Ledger, Internal Controls
Education
University of Houston-Clear Lake 2010 — 2012
Master of Science (M.S.), Accounting
Texas A&M University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Kly Randell's Whitley Penn Experience January 2014 - April 2014
Job Tax Associate at PwC
Industry Accounting
Experience
PwC June 2014 - Present
Whitley Penn January 2014 - April 2014
PwC June 2013 - October 2013
Ameriprise Financial Services, Inc. January 2013 - June 2013
Skills
Project Management, Report Writing, Oral & Written..., Communication, Problem Solving, Problem Analysis, Data Analysis, Preparation Of Reports, Microsoft Office, Fast Learner, Analytical Skills, Preparation Of Proposals, Public Speaking, Professional..., Critical Thinking, Team Management, Leadership, Analysis, Account Management, Teamwork, Team Building, Team Leadership, PowerPoint, Social Media Marketing, Sales, Microsoft Excel, Time Management, Accounting, Customer Service, Training, Management, Microsoft Word, Access, Financial Analysis, Inventory Management, Social Networking, Tax, Event Planning, QuickBooks, Outlook, Tax Accounting
Education
The University of Texas at Arlington 2012 — 2014
Bachelor of Business Administration (BBA), Accounting, 3.78
Texas Wesleyan University 2007 — 2010
Bachelor of Science (BS), Mass Communication/Media Studies, 2.93
York College 2006 — 2007
Bachelor's degree, Mass Communication/Media Studies
PwC June 2014 - Present
Whitley Penn January 2014 - April 2014
PwC June 2013 - October 2013
Ameriprise Financial Services, Inc. January 2013 - June 2013
Skills
Project Management, Report Writing, Oral & Written..., Communication, Problem Solving, Problem Analysis, Data Analysis, Preparation Of Reports, Microsoft Office, Fast Learner, Analytical Skills, Preparation Of Proposals, Public Speaking, Professional..., Critical Thinking, Team Management, Leadership, Analysis, Account Management, Teamwork, Team Building, Team Leadership, PowerPoint, Social Media Marketing, Sales, Microsoft Excel, Time Management, Accounting, Customer Service, Training, Management, Microsoft Word, Access, Financial Analysis, Inventory Management, Social Networking, Tax, Event Planning, QuickBooks, Outlook, Tax Accounting
Education
The University of Texas at Arlington 2012 — 2014
Bachelor of Business Administration (BBA), Accounting, 3.78
Texas Wesleyan University 2007 — 2010
Bachelor of Science (BS), Mass Communication/Media Studies, 2.93
York College 2006 — 2007
Bachelor's degree, Mass Communication/Media Studies
Mark DeSimone Mark DeSimone's Whitley Penn Experience August 2011 - Present
Job Tax Partner at Whitley Penn LLP
Industry Accounting
Experience
Whitley Penn August 2011 - Present
LarsonAllen 2006 - 2011
Ernst & Young 2001 - 2006
Deloitte & Touche LLP 1998 - 2000
Skills
Tax consulting, M&A due diligence, Tax compliance, Partnership Taxation, Tax Accounting, Corporate Tax, Income Tax, Tax, Tax Research, CPA, SEC filings, GAAP, US GAAP, Accounting, International Tax, General Ledger, Tax Advisory, Tax Returns
Education
University of Minnesota Law School 1995 — 1998
Juris Doctor, Law
The University of Memphis 1990 — 1994
Bachelor of Science, Accounting
Whitley Penn August 2011 - Present
LarsonAllen 2006 - 2011
Ernst & Young 2001 - 2006
Deloitte & Touche LLP 1998 - 2000
Skills
Tax consulting, M&A due diligence, Tax compliance, Partnership Taxation, Tax Accounting, Corporate Tax, Income Tax, Tax, Tax Research, CPA, SEC filings, GAAP, US GAAP, Accounting, International Tax, General Ledger, Tax Advisory, Tax Returns
Education
University of Minnesota Law School 1995 — 1998
Juris Doctor, Law
The University of Memphis 1990 — 1994
Bachelor of Science, Accounting
Cameron Salome Cameron Salome's Whitley Penn Experience 2007 - 2007
Job CEO
Industry Retail
Experience
College Depot January 2012 - Present
FirstCity Financial Corp. June 2009 - December 2011
Morgan Stanley Investment Management August 2008 - May 2009
Whitley Penn 2007 - 2007
KPMG 2007 - 2007
Skills
Financial Modeling, Due Diligence, Financial Analysis, Strategic Planning, Valuation, Real Estate Economics, Asset Management, Portfolio Management, Investments, Underwriting, Credit Analysis, Real Estate, Corporate Finance, Risk Management, Mergers & Acquisitions, Tax, Process Improvement, Negotiation, Business Strategy, Business Analysis, Retail, Retail Design
Education
Texas A&M University - Mays Business School 2007 — 2008
MSA, Accounting
Texas A&M University - Mays Business School 2003 — 2007
BBA, Accounting
College Depot January 2012 - Present
FirstCity Financial Corp. June 2009 - December 2011
Morgan Stanley Investment Management August 2008 - May 2009
Whitley Penn 2007 - 2007
KPMG 2007 - 2007
Skills
Financial Modeling, Due Diligence, Financial Analysis, Strategic Planning, Valuation, Real Estate Economics, Asset Management, Portfolio Management, Investments, Underwriting, Credit Analysis, Real Estate, Corporate Finance, Risk Management, Mergers & Acquisitions, Tax, Process Improvement, Negotiation, Business Strategy, Business Analysis, Retail, Retail Design
Education
Texas A&M University - Mays Business School 2007 — 2008
MSA, Accounting
Texas A&M University - Mays Business School 2003 — 2007
BBA, Accounting
Dan Manley Dan Manley's Whitley Penn Experience January 2015 - Present
Job State & Local Tax Practice Leader at Whitley Penn
Industry Accounting
Experience
Whitley Penn January 2015 - Present
Frisco Family Services September 2012 - Present
Grant Thornton LLP April 2011 - December 2014
Sabre Holdings August 2004 - April 2011
Deloitte Tax LLP August 2002 - July 2004
KPMG LLP November 1999 - July 2002
Ernst & Young LLP November 1993 - November 1999
Skills
Tax
Education
Texas Tech University 1987 — 1991
BBA, Accounting
Whitley Penn January 2015 - Present
Frisco Family Services September 2012 - Present
Grant Thornton LLP April 2011 - December 2014
Sabre Holdings August 2004 - April 2011
Deloitte Tax LLP August 2002 - July 2004
KPMG LLP November 1999 - July 2002
Ernst & Young LLP November 1993 - November 1999
Skills
Tax
Education
Texas Tech University 1987 — 1991
BBA, Accounting
Erik Hulse, CPA, CGMA Erik Hulse, CPA, CGMA's Whitley Penn Experience January 2006 - July 2006
Job Financial Reporting Manager at CARBO Ceramics Inc.
Industry Accounting
Experience
CARBO Ceramics Inc. September 2012 - Present
PricewaterhouseCoopers August 2008 - September 2012
PricewaterhouseCoopers June 2007 - August 2007
Deloitte January 2007 - March 2007
Whitley Penn January 2006 - July 2006
Skills
Internal Controls, GAAP, Sarbanes-Oxley, Fraud, Oil & Gas Accounting, SEC filings, Accounting, Auditing, Sarbanes-Oxley Act, CPA, Financial Reporting, US GAAP, Financial Accounting, Tax, Certified Fraud Examiner, Public Companies, SOX 404, External Audit, IFRS, Financial Analysis
Education
Texas A&M University - Mays Business School 2006 — 2008
Master of Science, Accounting
University of North Texas 2002 — 2006
Bachelor of Science, Accounting
CARBO Ceramics Inc. September 2012 - Present
PricewaterhouseCoopers August 2008 - September 2012
PricewaterhouseCoopers June 2007 - August 2007
Deloitte January 2007 - March 2007
Whitley Penn January 2006 - July 2006
Skills
Internal Controls, GAAP, Sarbanes-Oxley, Fraud, Oil & Gas Accounting, SEC filings, Accounting, Auditing, Sarbanes-Oxley Act, CPA, Financial Reporting, US GAAP, Financial Accounting, Tax, Certified Fraud Examiner, Public Companies, SOX 404, External Audit, IFRS, Financial Analysis
Education
Texas A&M University - Mays Business School 2006 — 2008
Master of Science, Accounting
University of North Texas 2002 — 2006
Bachelor of Science, Accounting
Brian Matlock, CPA, MBA's Whitley Penn Experience 2000 - 2009
Job Partner: Energy Alternative Investments Funds at KPMG US
Industry Accounting
Experience
KPMG US 2014 - Present
Rothstein Kass 2009 - 2014
Whitley Penn 2000 - 2009
Education
Texas Wesleyan University 1997 — 2001
BBA / MBA, Accounting and Management Information Systems
KPMG US 2014 - Present
Rothstein Kass 2009 - 2014
Whitley Penn 2000 - 2009
Education
Texas Wesleyan University 1997 — 2001
BBA / MBA, Accounting and Management Information Systems
Andria Hearon's Whitley Penn Experience 2000 - 2002
Job State & Local Tax Manager at Hartman Leito & Bolt LLP
Industry Accounting
Experience
Hartman Leito & Bolt LLP Tax SeniorCrescent Real Estate Equities2005 - 2007
Crescent 2005 - 2007
Whitley Penn 2000 - 2002
Blockbuster 1997 - 2000
Blockbuster Inc 1997 - 2000
CLR Fasttax 1996 - 1997
Education
The University of Texas at Arlington 1991 — 1996
Hartman Leito & Bolt LLP Tax SeniorCrescent Real Estate Equities2005 - 2007
Crescent 2005 - 2007
Whitley Penn 2000 - 2002
Blockbuster 1997 - 2000
Blockbuster Inc 1997 - 2000
CLR Fasttax 1996 - 1997
Education
The University of Texas at Arlington 1991 — 1996
Colin Cooksey's Whitley Penn Experience January 2012 - April 2012
Job Tax Staff at Sanders & Company, LLC
Industry Accounting
Experience
Sanders & Company, LLC August 2014 - Present
TravisWolff December 2013 - August 2014
Nicholas Montgomery January 2013 - December 2013
Whitley Penn January 2012 - April 2012
McMahon Insurance Group January 2006 - December 2008
Austin Telco FCU March 2003 - December 2005
Skills
CPA, QuickBooks, Accounting, Microsoft Excel, Microsoft Word, General Ledger, Financial Reporting, PowerPoint, Tax, Peachtree, Financial Accounting, Tax Preparation, US GAAP, Income Tax, Tax Accounting, GoSystems, ProSystem fx Tax
Education
Texas Tech University - Rawls College of Business 2011 — 2012
MSA, Accounting
Texas Tech University - Rawls College of Business 2009 — 2011
BBA, Accounting, 3.67
Sanders & Company, LLC August 2014 - Present
TravisWolff December 2013 - August 2014
Nicholas Montgomery January 2013 - December 2013
Whitley Penn January 2012 - April 2012
McMahon Insurance Group January 2006 - December 2008
Austin Telco FCU March 2003 - December 2005
Skills
CPA, QuickBooks, Accounting, Microsoft Excel, Microsoft Word, General Ledger, Financial Reporting, PowerPoint, Tax, Peachtree, Financial Accounting, Tax Preparation, US GAAP, Income Tax, Tax Accounting, GoSystems, ProSystem fx Tax
Education
Texas Tech University - Rawls College of Business 2011 — 2012
MSA, Accounting
Texas Tech University - Rawls College of Business 2009 — 2011
BBA, Accounting, 3.67
Robert J. Allen's Whitley Penn Experience January 2002 - January 2008
Job Financial Valuation Senior Manager at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ Valuation Group, LLC August 2014 - Present
TCU Neeley School of Business January 2013 - Present
J. Taylor & Associates, LLC May 2012 - August 2014
CBIZ Valuation Group, LLC February 2010 - May 2012
Bailes & Co., P.C. January 2008 - January 2010
Whitley Penn January 2002 - January 2008
Southwest Securities 2000 - 2002
Skills
Finance, Valuation, Business Valuation, Income Tax, Litigation Support, CPA, Accounting, Intangible Assets, Litigation, Financial Reporting, Equity Valuation, Internal Controls, Due Diligence, Equity Research, Purchase Price...
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1997
MBA, Finance
Texas A&M University 1991 — 1995
Bachelor of Business Administration, Finance
CBIZ Valuation Group, LLC August 2014 - Present
TCU Neeley School of Business January 2013 - Present
J. Taylor & Associates, LLC May 2012 - August 2014
CBIZ Valuation Group, LLC February 2010 - May 2012
Bailes & Co., P.C. January 2008 - January 2010
Whitley Penn January 2002 - January 2008
Southwest Securities 2000 - 2002
Skills
Finance, Valuation, Business Valuation, Income Tax, Litigation Support, CPA, Accounting, Intangible Assets, Litigation, Financial Reporting, Equity Valuation, Internal Controls, Due Diligence, Equity Research, Purchase Price...
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1997
MBA, Finance
Texas A&M University 1991 — 1995
Bachelor of Business Administration, Finance
Desiree Ford's Whitley Penn Experience October 2012 - Present
Job Accounting & Finance Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn October 2012 - Present
Dunaway Associates June 2010 - October 2012
Alcon Laboratories February 1998 - May 2010
First Investors Corporation 2002 - 2003
Skills
Financial Reporting, Billing, Accounts Payable, Financial Analysis, Excel, Accounting, PowerPoint, Word, Budgeting, Project Management, Finance, Payroll, Invoicing, Microsoft Excel, Budgets, General Ledger
Education
The University of Texas at Arlington 1994 — 2010
MBA, Accounting
Whitley Penn October 2012 - Present
Dunaway Associates June 2010 - October 2012
Alcon Laboratories February 1998 - May 2010
First Investors Corporation 2002 - 2003
Skills
Financial Reporting, Billing, Accounts Payable, Financial Analysis, Excel, Accounting, PowerPoint, Word, Budgeting, Project Management, Finance, Payroll, Invoicing, Microsoft Excel, Budgets, General Ledger
Education
The University of Texas at Arlington 1994 — 2010
MBA, Accounting
David Towe's Whitley Penn Experience 2009 - April 2011
Job Owner at D&R Landscape & Irrigation LLC
Industry Accounting
Experience
D&R Landscape & Irrigation LLC April 2011 - Present
Whitley Penn 2009 - April 2011
Skills
Irrigation Design, Pesticide Control, Landscape Installation, Irrigation, Landscape Architecture, Landscaping, Tax
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2011
MS-Accounting
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Bachelor's of Business, Accounting
D&R Landscape & Irrigation LLC April 2011 - Present
Whitley Penn 2009 - April 2011
Skills
Irrigation Design, Pesticide Control, Landscape Installation, Irrigation, Landscape Architecture, Landscaping, Tax
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2011
MS-Accounting
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Bachelor's of Business, Accounting
Emily Essl's Whitley Penn Experience July 2001 - August 2004
Job Manager, Refinery Accounting at HollyFrontier Corporation
Industry Oil & Energy
Experience
HollyFrontier Corporation January 2012 - Present
HollyFrontier Corporation October 2009 - January 2012
Holly Corporation October 2006 - October 2009
Centex Homes November 2005 - August 2006
Centex August 2004 - November 2005
Whitley Penn July 2001 - August 2004
Skills
Due Diligence, SAP, Auditing, Financial Reporting, Accounting
Education
The University of Texas at Arlington 1999 — 2002
BBA, Accounting
Texas Christian University 1996 — 1997
None, Radio, Television, and Digital Communication
HollyFrontier Corporation January 2012 - Present
HollyFrontier Corporation October 2009 - January 2012
Holly Corporation October 2006 - October 2009
Centex Homes November 2005 - August 2006
Centex August 2004 - November 2005
Whitley Penn July 2001 - August 2004
Skills
Due Diligence, SAP, Auditing, Financial Reporting, Accounting
Education
The University of Texas at Arlington 1999 — 2002
BBA, Accounting
Texas Christian University 1996 — 1997
None, Radio, Television, and Digital Communication
Patty Perez-Vavrin's Whitley Penn Experience 2003 - December 2008
Job Senior Manager, Tax and Accounting Services at J. Taylor & Associates, LLC
Industry Accounting
Experience
J. Taylor & Associates, LLC July 2014 - Present
J. Taylor & Associates, LLC January 2008 - June 2014
Whitley Penn 2003 - December 2008
Weaver and Tidwell 2000 - 2002
Skills
Partnership Taxation, Tax, CPA, Corporate Tax, Income Tax, Tax Preparation, S Corporations, Tax Research, Tax Accounting
Education
The University of Texas at Arlington 1995 — 2000
Bachelors of Accounting
The University of Texas at Arlington 1995 — 2000
Masters of Taxation, Tax
J. Taylor & Associates, LLC July 2014 - Present
J. Taylor & Associates, LLC January 2008 - June 2014
Whitley Penn 2003 - December 2008
Weaver and Tidwell 2000 - 2002
Skills
Partnership Taxation, Tax, CPA, Corporate Tax, Income Tax, Tax Preparation, S Corporations, Tax Research, Tax Accounting
Education
The University of Texas at Arlington 1995 — 2000
Bachelors of Accounting
The University of Texas at Arlington 1995 — 2000
Masters of Taxation, Tax
Brad Baldwin, CPA's Whitley Penn Experience February 2012 - June 2012
Job Assistant Manager Accounting & Reporting at BNSF Railway
Industry Accounting
Experience
BNSF Railway March 2014 - Present
Ernst & Young June 2012 - March 2014
Whitley Penn February 2012 - June 2012
Deloitte & Touche LLP September 2009 - January 2012
Johnson & Sheldon, PC May 2008 - September 2009
Education
West Texas A&M University 2007 — 2009
Master of Professional Accounting
Texas Tech University - Rawls College of Business 2005 — 2007
Bachelor of Business Administration - Accounting
BNSF Railway March 2014 - Present
Ernst & Young June 2012 - March 2014
Whitley Penn February 2012 - June 2012
Deloitte & Touche LLP September 2009 - January 2012
Johnson & Sheldon, PC May 2008 - September 2009
Education
West Texas A&M University 2007 — 2009
Master of Professional Accounting
Texas Tech University - Rawls College of Business 2005 — 2007
Bachelor of Business Administration - Accounting
Jacqueline Gallego's Whitley Penn Experience December 2002 - December 2007
Job Director of Tax
Industry Oil & Energy
Experience
Compass Production Partners, LP December 2014 - Present
JP Energy Partners, LP July 2013 - January 2015
Quicksilver Production Partners, LP November 2011 - March 2013
Encore Acquisition Company December 2007 - June 2011
Whitley Penn December 2002 - December 2007
Weaver and Tidwell, LLP January 2001 - December 2002
Skills
GAAP, US GAAP, Internal Controls, Sarbanes-Oxley Act, Tax, CPA, SEC filings, Financial Accounting, Tax Accounting, Financial Statements, General Ledger, Accounting, Financial Reporting, Variance Analysis, Corporate Tax, Auditing, Account Reconciliation, Tax Research, Fixed Assets, Due Diligence, SEC Filings
Education
The University of Texas at Arlington - College of Business Administration 1996 — 2001
BBA / MST, Accounting / Tax
Compass Production Partners, LP December 2014 - Present
JP Energy Partners, LP July 2013 - January 2015
Quicksilver Production Partners, LP November 2011 - March 2013
Encore Acquisition Company December 2007 - June 2011
Whitley Penn December 2002 - December 2007
Weaver and Tidwell, LLP January 2001 - December 2002
Skills
GAAP, US GAAP, Internal Controls, Sarbanes-Oxley Act, Tax, CPA, SEC filings, Financial Accounting, Tax Accounting, Financial Statements, General Ledger, Accounting, Financial Reporting, Variance Analysis, Corporate Tax, Auditing, Account Reconciliation, Tax Research, Fixed Assets, Due Diligence, SEC Filings
Education
The University of Texas at Arlington - College of Business Administration 1996 — 2001
BBA / MST, Accounting / Tax
Erin Carrizales's Whitley Penn Experience August 2008 - May 2012
Job Financial Reporting Supervisor at Quicksilver Resources Inc.
Industry Accounting
Experience
Quicksilver Resources Inc. May 2012 - Present
Whitley Penn August 2008 - May 2012
Whitley Penn September 2008 - July 2011
UHY LLP August 2006 - August 2008
Education
Texas Tech University - Rawls College of Business 2005 — 2006
Accounting, Accounting
Quicksilver Resources Inc. May 2012 - Present
Whitley Penn August 2008 - May 2012
Whitley Penn September 2008 - July 2011
UHY LLP August 2006 - August 2008
Education
Texas Tech University - Rawls College of Business 2005 — 2006
Accounting, Accounting
Paul B. Ryan's Whitley Penn Experience November 2002 - December 2003
Job Partner at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP June 2014 - Present
Hartman Leito & Bolt LLP December 2003 - May 2014
Whitley Penn November 2002 - December 2003
Ernst & Young February 1998 - November 2002
Internal Revenue Service August 1994 - February 1998
Skills
Start-ups, Tax, Accounting, CPA, IRS, Business Valuation, Tax Advisory, Corporate Tax, Income Tax, US Tax, Tax Accounting, Partnership Taxation, Restructuring, Small Business, Tax Research, State Tax, Private Equity, Bookkeeping, Mergers & Acquisitions, S Corporations, Due Diligence, QuickBooks, Tax Preparation
Education
The University of Texas at Arlington - College of Business 1991 — 1994
BS, Accounting
BDO USA, LLP June 2014 - Present
Hartman Leito & Bolt LLP December 2003 - May 2014
Whitley Penn November 2002 - December 2003
Ernst & Young February 1998 - November 2002
Internal Revenue Service August 1994 - February 1998
Skills
Start-ups, Tax, Accounting, CPA, IRS, Business Valuation, Tax Advisory, Corporate Tax, Income Tax, US Tax, Tax Accounting, Partnership Taxation, Restructuring, Small Business, Tax Research, State Tax, Private Equity, Bookkeeping, Mergers & Acquisitions, S Corporations, Due Diligence, QuickBooks, Tax Preparation
Education
The University of Texas at Arlington - College of Business 1991 — 1994
BS, Accounting
Jason Black, CPA's Whitley Penn Experience January 2011 - October 2012
Job Chief Financial Officer at Southwest Auto Group
Industry Accounting
Experience
Southwest Auto Group January 2014 - Present
J. Taylor & Associates, LLC October 2012 - January 2014
Whitley Penn January 2011 - October 2012
AuldridgeGriffin, PC January 2009 - December 2010
Pollard Friendly Ford May 2006 - June 2008
Skills
QuickBooks, Tax Preparation, Accounting, Financial Reporting, Tax, Partnership Taxation, Income Tax, Financial Accounting, GAAP, ProSystem fx Tax, Financial Statements, CCH Intelliconnect, Corporate Tax, CPA, Internal Controls, Fixed Assets, Tax Accounting, Lacerte, Account Reconciliation, Assurance, Bookkeeping, CCH ProSystem fx, External Audit, General Ledger, IRS, Payroll Taxes, Peachtree, Revenue Recognition, Sarbanes-Oxley Act, Tax Returns, Tax Research, US GAAP, Audits of Employee...
Education
The University of Texas at Arlington 2009 — 2010
Master of Business Administration (MBA), Accounting
Texas Tech University 2001 — 2006
Bachelor of Business Administration (BBA), Accounting
Southwest Auto Group January 2014 - Present
J. Taylor & Associates, LLC October 2012 - January 2014
Whitley Penn January 2011 - October 2012
AuldridgeGriffin, PC January 2009 - December 2010
Pollard Friendly Ford May 2006 - June 2008
Skills
QuickBooks, Tax Preparation, Accounting, Financial Reporting, Tax, Partnership Taxation, Income Tax, Financial Accounting, GAAP, ProSystem fx Tax, Financial Statements, CCH Intelliconnect, Corporate Tax, CPA, Internal Controls, Fixed Assets, Tax Accounting, Lacerte, Account Reconciliation, Assurance, Bookkeeping, CCH ProSystem fx, External Audit, General Ledger, IRS, Payroll Taxes, Peachtree, Revenue Recognition, Sarbanes-Oxley Act, Tax Returns, Tax Research, US GAAP, Audits of Employee...
Education
The University of Texas at Arlington 2009 — 2010
Master of Business Administration (MBA), Accounting
Texas Tech University 2001 — 2006
Bachelor of Business Administration (BBA), Accounting
David Aan's Whitley Penn Experience January 2003 - September 2010
Job Director of Property Accounting at Pioneer Natural Resources Company
Industry Accounting
Experience
Pioneer Natural Resources Company March 2014 - Present
Pioneer Natural Resources Company September 2010 - March 2014
Whitley Penn January 2003 - September 2010
Skills
GAAP
Education
The University of Texas at Arlington 1998 — 2003
Master of Science, Accounting
Pioneer Natural Resources Company March 2014 - Present
Pioneer Natural Resources Company September 2010 - March 2014
Whitley Penn January 2003 - September 2010
Skills
GAAP
Education
The University of Texas at Arlington 1998 — 2003
Master of Science, Accounting
Field Lange's Whitley Penn Experience 1993 - 1994
Job President at Lange & Associates, PC
Industry Accounting
Experience
Lange & Associates, PC August 1996 - Present
Deloitte & Touche 1994 - 1996
Whitley Penn 1993 - 1994
Tittle & Associates, Inc. 1991 - 1993
Skills
Tax Preparation, Financial Reporting, Quickbooks, Small Business, Tax, Accounting, Bookkeeping, Real Estate, Income Tax, Non-profits, Financial Accounting, Tax Returns, Cash Management, Small Business..., QuickBooks, Financial Statements, Estate Planning, Tax Advisory, CPA, Tax Accounting, Partnership Taxation, Nonprofits, Due Diligence
Education
Texas Christian University 1986 — 1990
BBA, Accounting
Lange & Associates, PC August 1996 - Present
Deloitte & Touche 1994 - 1996
Whitley Penn 1993 - 1994
Tittle & Associates, Inc. 1991 - 1993
Skills
Tax Preparation, Financial Reporting, Quickbooks, Small Business, Tax, Accounting, Bookkeeping, Real Estate, Income Tax, Non-profits, Financial Accounting, Tax Returns, Cash Management, Small Business..., QuickBooks, Financial Statements, Estate Planning, Tax Advisory, CPA, Tax Accounting, Partnership Taxation, Nonprofits, Due Diligence
Education
Texas Christian University 1986 — 1990
BBA, Accounting
Vianey Hollis, CPA's Whitley Penn Experience July 2012 - June 2014
Job Senior Accountant at Athlon Energy
Industry Accounting
Experience
Athlon Energy June 2014 - Present
Whitley Penn July 2012 - June 2014
Whitley Penn, LLP January 2010 - June 2012
Education
The University of Texas at Arlington 2004 — 2009
Master's degree, Accounting
Athlon Energy June 2014 - Present
Whitley Penn July 2012 - June 2014
Whitley Penn, LLP January 2010 - June 2012
Education
The University of Texas at Arlington 2004 — 2009
Master's degree, Accounting
Ben Amstein's Whitley Penn Experience August 2010 - February 2013
Job Associate at Riveron Consulting
Industry Accounting
Experience
Riveron Consulting March 2015 - Present
Capital Analytics February 2015 - March 2015
Capital Analytics February 2013 - February 2015
Whitley Penn August 2010 - February 2013
KPMG Advisory September 2009 - August 2010
KPMG, LLP September 2008 - September 2009
Skills
SEC filings, GAAP, Internal Controls, Auditing, US GAAP, Sarbanes-Oxley Act, Accounting, External Audit, Financial Reporting, Financial Accounting, Financial Analysis, IFRS, Assurance, Sarbanes-Oxley, Finance, Financial Statements, Due Diligence, SEC Filings
Education
University of Texas at Arlington 2007 — 2008
Masters of Science, Accounting
Texas Tech University - Rawls College of Business 2003 — 2007
Bachelor of Business Administration, Accounting
Riveron Consulting March 2015 - Present
Capital Analytics February 2015 - March 2015
Capital Analytics February 2013 - February 2015
Whitley Penn August 2010 - February 2013
KPMG Advisory September 2009 - August 2010
KPMG, LLP September 2008 - September 2009
Skills
SEC filings, GAAP, Internal Controls, Auditing, US GAAP, Sarbanes-Oxley Act, Accounting, External Audit, Financial Reporting, Financial Accounting, Financial Analysis, IFRS, Assurance, Sarbanes-Oxley, Finance, Financial Statements, Due Diligence, SEC Filings
Education
University of Texas at Arlington 2007 — 2008
Masters of Science, Accounting
Texas Tech University - Rawls College of Business 2003 — 2007
Bachelor of Business Administration, Accounting
Rebecca Cohen's Whitley Penn Experience July 2012 - Present
Job Tax Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn July 2012 - Present
Whitley Penn July 2010 - July 2012
Whitley Penn February 2008 - June 2010
Middleton, Burns & Davis, PC February 2007 - April 2007
First Horizon Home Loans May 2006 - August 2006
Skills
CPA, CCH ProSystem fx, Microsoft Excel, Tax, ProSystem fx Tax, Financial Accounting, Accounting, Partnership Taxation, Partnership Tax Returns, High Net Worth..., Personal Income Tax..., Tax Research, QuickBooks, Bookkeeping, Oil & Gas Accounting, Tax Accounting, Corporate Tax, Tax Preparation, Tax Returns
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2008
Masters of Accounting, Accounting
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
BBA, Accounting, Finance
Whitley Penn July 2012 - Present
Whitley Penn July 2010 - July 2012
Whitley Penn February 2008 - June 2010
Middleton, Burns & Davis, PC February 2007 - April 2007
First Horizon Home Loans May 2006 - August 2006
Skills
CPA, CCH ProSystem fx, Microsoft Excel, Tax, ProSystem fx Tax, Financial Accounting, Accounting, Partnership Taxation, Partnership Tax Returns, High Net Worth..., Personal Income Tax..., Tax Research, QuickBooks, Bookkeeping, Oil & Gas Accounting, Tax Accounting, Corporate Tax, Tax Preparation, Tax Returns
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2008
Masters of Accounting, Accounting
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
BBA, Accounting, Finance
Jane M. Spradlin's Whitley Penn Experience December 2005 - August 2007
Job Concannon Miller & Co. Manager, Small Business
Industry Accounting
Experience
Concannon, Miller & Co. P.C. November 2007 - Present
Whitley Penn December 2005 - August 2007
Whitely Penn, LLP December 2004 - December 2005
Skills
General Ledger, US GAAP, Auditing, Tax Accounting, Account Reconciliation, Financial Analysis, Bookkeeping, Accounts Receivable, Accounts Payable, Small Business, Strategic Financial...
Education
The University of Texas at Arlington - College of Business 2001 — 2002
BBA, Accounting
Concannon, Miller & Co. P.C. November 2007 - Present
Whitley Penn December 2005 - August 2007
Whitely Penn, LLP December 2004 - December 2005
Skills
General Ledger, US GAAP, Auditing, Tax Accounting, Account Reconciliation, Financial Analysis, Bookkeeping, Accounts Receivable, Accounts Payable, Small Business, Strategic Financial...
Education
The University of Texas at Arlington - College of Business 2001 — 2002
BBA, Accounting
Eddie Aranda, CPA's Whitley Penn Experience September 2011 - July 2014
Job Senior Analyst at Goldman Sachs
Industry Accounting
Experience
Goldman Sachs July 2014 - Present
Whitley Penn September 2011 - July 2014
Sabre Holdings May 2011 - September 2011
Texas Christian University August 2010 - May 2011
CAFE CIPRIANI'S April 2004 - December 2010
HUGHES PLLC June 2010 - August 2010
Skills
Accounting, Auditing, Tax, Financial Reporting, General Ledger, Internal Controls, Accounts Payable, Microsoft Excel, Accounts Receivable, PowerPoint, PeopleSoft, Outlook, Microsoft Word, Single Audit, Team Leadership, Public Speaking, Academic Achievement, CPA, Financial Accounting, GAAP, SEC filings, US GAAP, External Audit, Audits of Employee..., GAAS
Education
Texas Christian University 2008 — 2011
Master, Accounting
Texas Christian University - M.J. Neeley School of Business 2008 — 2010
BBA, Accounting
MOUNTAIN VIEW COLLEGE 2003 — 2008
Associate's degree, Science in Business
KD STUDIOS 1998 — 2000
Associate Degree, acting
Goldman Sachs July 2014 - Present
Whitley Penn September 2011 - July 2014
Sabre Holdings May 2011 - September 2011
Texas Christian University August 2010 - May 2011
CAFE CIPRIANI'S April 2004 - December 2010
HUGHES PLLC June 2010 - August 2010
Skills
Accounting, Auditing, Tax, Financial Reporting, General Ledger, Internal Controls, Accounts Payable, Microsoft Excel, Accounts Receivable, PowerPoint, PeopleSoft, Outlook, Microsoft Word, Single Audit, Team Leadership, Public Speaking, Academic Achievement, CPA, Financial Accounting, GAAP, SEC filings, US GAAP, External Audit, Audits of Employee..., GAAS
Education
Texas Christian University 2008 — 2011
Master, Accounting
Texas Christian University - M.J. Neeley School of Business 2008 — 2010
BBA, Accounting
MOUNTAIN VIEW COLLEGE 2003 — 2008
Associate's degree, Science in Business
KD STUDIOS 1998 — 2000
Associate Degree, acting
LaPortia Hurse's Whitley Penn Experience June 2011 - October 2011
Job Managing Principal at Stewardship Consulting, LLC
Industry Accounting
Experience
Stewardship Consulting, LLC October 2014 - Present
TravisWolff May 2012 - October 2014
TravisWolff January 2012 - May 2012
Whitley Penn June 2011 - October 2011
Fidelity Investments April 2010 - June 2011
Moore Landscaping December 2009 - April 2010
City of Dallas May 2009 - August 2009
BNSF Railway May 2008 - August 2008
Skills
CPA Exam Candidate, Account Reconciliation, Financial Analysis, Tax, Finance, Payroll, Accounts Payable, Financial Statements, Accounts Receivable, Analysis, Budgets, Tax Preparation, Management, Process Improvement, Leadership, Bookkeeping, Human Resources
Education
University of North Texas 2011 — 2012
Master's Degree, Taxation
University of North Texas 2010 — 2011
Master's Degree, Finance, General
Texas A&M University 2006 — 2009
Bachelor's Degree, Accounting
Stewardship Consulting, LLC October 2014 - Present
TravisWolff May 2012 - October 2014
TravisWolff January 2012 - May 2012
Whitley Penn June 2011 - October 2011
Fidelity Investments April 2010 - June 2011
Moore Landscaping December 2009 - April 2010
City of Dallas May 2009 - August 2009
BNSF Railway May 2008 - August 2008
Skills
CPA Exam Candidate, Account Reconciliation, Financial Analysis, Tax, Finance, Payroll, Accounts Payable, Financial Statements, Accounts Receivable, Analysis, Budgets, Tax Preparation, Management, Process Improvement, Leadership, Bookkeeping, Human Resources
Education
University of North Texas 2011 — 2012
Master's Degree, Taxation
University of North Texas 2010 — 2011
Master's Degree, Finance, General
Texas A&M University 2006 — 2009
Bachelor's Degree, Accounting
Amber Nguyen, CPA's Whitley Penn Experience June 2012 - January 2013
Job Firm Manager at Law Office of Andy Nguyen, PLLC
Industry Accounting
Experience
Law Office of Andy Nguyen, PLLC August 2013 - Present
TravisWolff January 2013 - Present
Whitley Penn June 2012 - January 2013
Nguyen Tran Law Firm, PLLC August 2010 - June 2012
Whitley Penn LLP January 2011 - April 2011
Nguyen Tran Law Firm PLLC August 2009 - August 2010
Skills
Bookkeeping, Bankruptcy, Tax Return Preparation, Personal Injury..., Partnership Taxation, Divorce Law, Immigration Law, Commercial Litigation, Multilingual, Taxations, Accounting, Peachtree, Tax Preparation, Tax Returns
Education
The University of Texas at Arlington 2009 — 2011
BBA, Accounting
Weber State University 2001 — 2003
Biology, General
Law Office of Andy Nguyen, PLLC August 2013 - Present
TravisWolff January 2013 - Present
Whitley Penn June 2012 - January 2013
Nguyen Tran Law Firm, PLLC August 2010 - June 2012
Whitley Penn LLP January 2011 - April 2011
Nguyen Tran Law Firm PLLC August 2009 - August 2010
Skills
Bookkeeping, Bankruptcy, Tax Return Preparation, Personal Injury..., Partnership Taxation, Divorce Law, Immigration Law, Commercial Litigation, Multilingual, Taxations, Accounting, Peachtree, Tax Preparation, Tax Returns
Education
The University of Texas at Arlington 2009 — 2011
BBA, Accounting
Weber State University 2001 — 2003
Biology, General
Julie Ritter's Whitley Penn Experience July 2011 - Present
Job Tax Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn July 2011 - Present
M. White and Associates, LLC August 2010 - July 2011
BKD LLP (FKA KBA Group) January 2007 - August 2010
Skills
GAAP, Corporate Tax, Tax, Accounting
Education
Texas Tech University - Rawls College of Business 2003 — 2006
MSA-Tax, Accounting
Whitley Penn July 2011 - Present
M. White and Associates, LLC August 2010 - July 2011
BKD LLP (FKA KBA Group) January 2007 - August 2010
Skills
GAAP, Corporate Tax, Tax, Accounting
Education
Texas Tech University - Rawls College of Business 2003 — 2006
MSA-Tax, Accounting
Diane Rankin's Whitley Penn Experience June 2013 - January 2015
Job Tax Manager at Michael Martin, CPA
Industry Accounting
Experience
Michael Martin, CPA January 2015 - Present
Whitley Penn June 2013 - January 2015
Montgomery Coscia Greilich LLP November 2011 - June 2013
BKD, LLP January 2005 - November 2011
Skills
Tax, Corporate Tax, CPA, Partnership Taxation, Tax Research, Financial Reporting, Tax Accounting, Tax Preparation, US GAAP, Accounting, Income Tax, SEC filings, Tax Returns, Financial Accounting, GAAP
Education
Texas Tech University
Michael Martin, CPA January 2015 - Present
Whitley Penn June 2013 - January 2015
Montgomery Coscia Greilich LLP November 2011 - June 2013
BKD, LLP January 2005 - November 2011
Skills
Tax, Corporate Tax, CPA, Partnership Taxation, Tax Research, Financial Reporting, Tax Accounting, Tax Preparation, US GAAP, Accounting, Income Tax, SEC filings, Tax Returns, Financial Accounting, GAAP
Education
Texas Tech University
Logan Hornback's Whitley Penn Experience July 2015 - Present
Job Audit Senior at Whitley Penn
Industry Accounting
Experience
Whitley Penn July 2015 - Present
Whitley Penn January 2013 - June 2015
University of Texas at Arlington August 2012 - May 2014
University of the Ozarks October 2011 - May 2012
University of the Ozarks August 2010 - May 2012
Laminate Works Inc June 2011 - August 2011
Laminate Works, Inc May 2010 - August 2010
Skills
Accounting, Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Financial Analysis, Research, Microsoft Word, Access, Outlook, Nonprofits, Financial Reporting, Teaching, Public Speaking, Audits of Employee..., GAAP, Auditing
Education
The University of Texas at Arlington 2012 — 2014
Master's degree, Accounting, NA
University of the Ozarks 2008 — 2012
Bachelors, Accounting; Economics, 3.2
Whitley Penn July 2015 - Present
Whitley Penn January 2013 - June 2015
University of Texas at Arlington August 2012 - May 2014
University of the Ozarks October 2011 - May 2012
University of the Ozarks August 2010 - May 2012
Laminate Works Inc June 2011 - August 2011
Laminate Works, Inc May 2010 - August 2010
Skills
Accounting, Microsoft Excel, PowerPoint, Time Management, Microsoft Office, Financial Analysis, Research, Microsoft Word, Access, Outlook, Nonprofits, Financial Reporting, Teaching, Public Speaking, Audits of Employee..., GAAP, Auditing
Education
The University of Texas at Arlington 2012 — 2014
Master's degree, Accounting, NA
University of the Ozarks 2008 — 2012
Bachelors, Accounting; Economics, 3.2
Elisha Black's Whitley Penn Experience January 2009 - April 2009
Job Senior Associate Accountant at TPG Capital
Industry Accounting
Experience
TPG Capital Audit Staff AccountantAuldridgeGriffin, PCSeptember 2009 - April 2011
Whitley Penn January 2009 - April 2009
Education
Texas Tech University - Rawls College of Business 2005 — 2008
BBA, Accounting
Texas Tech University
TPG Capital Audit Staff AccountantAuldridgeGriffin, PCSeptember 2009 - April 2011
Whitley Penn January 2009 - April 2009
Education
Texas Tech University - Rawls College of Business 2005 — 2008
BBA, Accounting
Texas Tech University
Shana Lindsey's Whitley Penn Experience September 2010 - September 2011
Job Accountant
Industry Accounting
Experience
Perot Family Office January 2015 - Present
Hein & Associates October 2011 - December 2014
Whitley Penn September 2010 - September 2011
Education
Texas A&M University 2005 — 2010
Master's degree, Accounting
Perot Family Office January 2015 - Present
Hein & Associates October 2011 - December 2014
Whitley Penn September 2010 - September 2011
Education
Texas A&M University 2005 — 2010
Master's degree, Accounting
Monica Mirea, CPA's Whitley Penn Experience July 2014 - June 2015
Job Portfolio Acountant
Industry Accounting
Experience
Clarion Partners LLC June 2015 - Present
Whitley Penn July 2014 - June 2015
Whitley Penn January 2013 - June 2014
Cristina's Fine Mexican Restaurant March 2012 - December 2012
Whitley Penn January 2012 - March 2012
Omni Hotels January 2011 - December 2011
AllianceBernstein June 2008 - August 2010
Skills
QuickBooks, Auditing, Financial Reporting, Due Diligence, Microsoft Word, Analytical Skills, Customer Service, Accounts Payable, US GAAP, Audits of Employee..., GAAP, Management, Internal Controls, General Ledger, CPA, Financial Statements, Financial Accounting, Account Reconciliation
Education
The University of Texas at Arlington - College of Business 2010 — 2012
Masters in Professional Accouting, Accounting
The University of Texas at Austin 2003 — 2007
Sport Management, Kinesiology
HHS
Clarion Partners LLC June 2015 - Present
Whitley Penn July 2014 - June 2015
Whitley Penn January 2013 - June 2014
Cristina's Fine Mexican Restaurant March 2012 - December 2012
Whitley Penn January 2012 - March 2012
Omni Hotels January 2011 - December 2011
AllianceBernstein June 2008 - August 2010
Skills
QuickBooks, Auditing, Financial Reporting, Due Diligence, Microsoft Word, Analytical Skills, Customer Service, Accounts Payable, US GAAP, Audits of Employee..., GAAP, Management, Internal Controls, General Ledger, CPA, Financial Statements, Financial Accounting, Account Reconciliation
Education
The University of Texas at Arlington - College of Business 2010 — 2012
Masters in Professional Accouting, Accounting
The University of Texas at Austin 2003 — 2007
Sport Management, Kinesiology
HHS
Stephanie Lockhart's Whitley Penn Experience June 2008 - June 2012
Job Manager, Income Tax at Atmos Energy
Industry Accounting
Experience
Atmos Energy April 2015 - Present
Atmos Energy April 2014 - Present
MetroPCS June 2012 - April 2014
Whitley Penn June 2008 - June 2012
LarsonAllen September 2007 - May 2008
Middleton, Burns & Davis, PC June 2007 - August 2007
Education
Texas A&M University-Commerce 2009 — 2010
MBA
University of North Texas 2006 — 2008
BS, Accounting
Atmos Energy April 2015 - Present
Atmos Energy April 2014 - Present
MetroPCS June 2012 - April 2014
Whitley Penn June 2008 - June 2012
LarsonAllen September 2007 - May 2008
Middleton, Burns & Davis, PC June 2007 - August 2007
Education
Texas A&M University-Commerce 2009 — 2010
MBA
University of North Texas 2006 — 2008
BS, Accounting
Tim Sublett's Whitley Penn Experience July 2014 - Present
Job Tax staff at Whitley Penn, LLP
Industry Accounting
Justin Lytle, CPA's Whitley Penn Experience January 2011 - Present
Job Tax Senior at Whitley Penn
Industry Accounting
Experience
Whitley Penn January 2011 - Present
Education
Texas Wesleyan University 2009 — 2010
Master of Business Administration (MBA), Accounting
Texas Wesleyan University 2007 — 2009
Bachelor of Business Administration (BBA), Accounting
Whitley Penn January 2011 - Present
Education
Texas Wesleyan University 2009 — 2010
Master of Business Administration (MBA), Accounting
Texas Wesleyan University 2007 — 2009
Bachelor of Business Administration (BBA), Accounting
Daniel Townsend's Whitley Penn Experience July 2012 - Present
Job Senior Tax Accountant at Whitley Penn
Industry Accounting
Experience
Whitley Penn July 2012 - Present
Whitley Penn August 2010 - July 2012
Whitley Penn January 2009 - April 2009
Skills
ProSystem fx Tax, Sage FAS, Partnership Taxation, Corporate Tax, Compilation Of...
Education
Texas Tech University 2006 — 2010
Master of Science (M.S.), Accounting
Whitley Penn July 2012 - Present
Whitley Penn August 2010 - July 2012
Whitley Penn January 2009 - April 2009
Skills
ProSystem fx Tax, Sage FAS, Partnership Taxation, Corporate Tax, Compilation Of...
Education
Texas Tech University 2006 — 2010
Master of Science (M.S.), Accounting
Mike McGuire, CPA's Whitley Penn Experience May 2007 - November 2008
Job Senior Manager at DynCorp International
Industry Defense & Space
Experience
DynCorp International August 2015 - Present
DynCorp International September 2014 - August 2015
DynCorp International November 2008 - September 2014
Whitley Penn May 2007 - November 2008
Dixon Hughes Goodman LLP January 2005 - April 2007
Skills
Variance Analysis, GAAP, Financial Reporting, Financial Analysis, US GAAP, Account Reconciliation, Costpoint, Cognos, Hyperion Enterprise, Internal Controls, Financial Statements, Consolidation, Journal Entries, General Ledger, Sarbanes-Oxley Act
Education
Texas Christian University 2004 — 2004
Master's degree, Accounting
Texas Christian University 1999 — 2003
Bachelor's degree, Accounting and Finance
DynCorp International August 2015 - Present
DynCorp International September 2014 - August 2015
DynCorp International November 2008 - September 2014
Whitley Penn May 2007 - November 2008
Dixon Hughes Goodman LLP January 2005 - April 2007
Skills
Variance Analysis, GAAP, Financial Reporting, Financial Analysis, US GAAP, Account Reconciliation, Costpoint, Cognos, Hyperion Enterprise, Internal Controls, Financial Statements, Consolidation, Journal Entries, General Ledger, Sarbanes-Oxley Act
Education
Texas Christian University 2004 — 2004
Master's degree, Accounting
Texas Christian University 1999 — 2003
Bachelor's degree, Accounting and Finance