Whitley Penn

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Whitley Penn Employees

Employee
Years
Job
Industry
Amanda Beabout Amanda Beabout Houston, Texas Area Details
Amanda Beabout's Whitley Penn Experience August 2015 - Present
Job Manager at Whitley Penn LLP
Industry Accounting
Experience
Whitley Penn   August 2015 - Present
Hein & Associates  August 2014 - August 2015
Hein & Associates  August 2013 - July 2014
Hein & Associates  July 2011 - July 2013
Hein & Associates  January 2010 - July 2011

Skills
Auditing, SOX, IFRS, Sarbanes-Oxley Act, SEC filings, CPA, US GAAP, Accounting, Internal Controls, Financial Reporting, Financial Accounting, 10Q, Sarbanes-Oxley, Financial Analysis, External Audit, Audits of Employee..., 10K, Fixed Assets, Strategic Financial..., Financial Statements, Tax Accounting, SEC Filings, Financial Planning

Education
University of Houston, C.T. Bauer College of Business   2009 — 2010
MS, Accounting

University of Houston, C.T. Bauer College of Business   2005 — 2009
BBA, Accounting

Kevin Nelson, CPA Kevin Nelson, CPA Dallas, Texas Details
Kevin Nelson, CPA's Whitley Penn Experience July 2014 - Present
Job Audit Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   July 2014 - Present
Whitley Penn   October 2012 - July 2014
KPMG  July 2011 - October 2012
KPMG LLP  November 2009 - October 2012

Skills
Auditing, US GAAP reporting, GASB, CPA, SEC filings, GAAP

Education
University of Oklahoma   2004 — 2009
Master's degree, Accounting

Michael Trujillo Michael Trujillo Bedford, Texas Details
Michael Trujillo's Whitley Penn Experience January 2015 - June 2015
Job Staff Accountant
Industry Accounting
Experience
Lagniappe Pharmacy Services  July 2015 - Present
Whitley Penn   January 2015 - June 2015
Industrial Power Truck & Equipment   July 2014 - January 2015
Alexander E. Cabana EA   February 2014 - January 2015
Summit Ridge Middle School   August 2012 - May 2013
Adams County School District 14  July 2011 - May 2012
King Soopers  January 2005 - August 2010
Mountain Creek Tutoring Services   2008 - 2010

Skills
PowerPoint, Microsoft Excel, Financial Accounting, Teaching, Research, Management Accounting, Cost Accounting, Tax Accounting, International Tax, Partnership Taxation, MS Excel Pivot Tables, QuickBooks, Tax Preparation, Tax Returns, Spreadsheets

Education
University of Colorado at Denver   2012 — 2013
Master's of Science, Accounting

University of Colorado at Denver   2005 — 2008
Bachelor's of Science, Mathematics

Ruben Almanza, CPA Ruben Almanza, CPA Houston, Texas Area Details
Ruben Almanza, CPA's Whitley Penn Experience May 2012 - April 2014
Job Senior Accountant at Gulf States Toyota
Industry Accounting
Experience
Gulf States Toyota  April 2014 - Present
Whitley Penn   May 2012 - April 2014
Null-Lairson P.C  January 2010 - May 2012

Skills
Auditing, GAAP, General Ledger, US GAAP, Internal Controls, Financial Accounting, CPA, Fixed Assets, Account Reconciliation, ProSystem fx Tax, Accounting, Financial Reporting, Corporate Tax, Tax Preparation, G/L Reconciliations, Audit, OMB Circular A-133, Management Accounting, Partnership Taxation, Excel, Word, Accounts Payable, Accounts Receivable, Payroll, Government Procurement, Risk Assessment, Internal Control..., Cash Handling Experience, Munis, Interviews, Communication Skills, Community Outreach, Not for Profit, Government, Accruals, Compliance, PowerPoint, Member of AICPA, Oracle E-Business Suite, Oracle Discoverer, Journal Entries, Microsoft Excel

Education
University of Houston-Clear Lake   2008 — 2010
B.S., Accounting

Elizabeth Godwin, CPA Elizabeth Godwin, CPA Dallas/Fort Worth Area Details
Elizabeth Godwin, CPA's Whitley Penn Experience July 2013 - Present
Job Senior Tax Accountant at Whitley Penn
Industry Accounting
Experience
Whitley Penn   July 2013 - Present
Whitley Penn   June 2011 - June 2013
Whitley Penn   January 2010 - April 2010

Skills
CPA, High Net Worth..., Oil & Gas Taxation, ProSystem fx Tax, Income Tax, Partnership Taxation, Tax, Accounting, Tax Preparation, QuickBooks, Tax Accounting, Corporate Tax, Tax Research

Education
University of North Texas   2010 — 2011
Master of Science, Taxation

University of North Texas   2007 — 2009
Bachelor of Science, Accounting

Shama Sattar Shama Sattar Dallas/Fort Worth Area Details
Shama Sattar's Whitley Penn Experience August 2013 - April 2014
Job Office Administrator at Hein & Associates
Industry Accounting
Experience
Hein & Associates  April 2014 - Present
Whitley Penn   August 2013 - April 2014
Law Offices of Aubyn K. Shettle, Jr.   October 2011 - May 2013
The Berry Firm, P.L.L.C.   April 2009 - June 2011

Skills
Microsoft Office, ProLaw, Timeslips, QuickBooks, Microsoft Publisher, Executive Calendar..., Time Management, Communication Skills, Management Skills, Administrative..., Data Entry, Calendaring, File Management, Expense Reports, Office Management, Notary Public, Executive Level..., Client Billing, Accounts Payable, Office Administration, Management, Administrative..., Customer Service

Education
University of Phoenix
BS, Business Administration and Management, General

Brianna Habala Brianna Habala Austin, Texas Area Details
Brianna Habala's Whitley Penn Experience May 2014 - August 2014
Job Forensics Litigation Valuation Services Intern at Whitley Penn
Industry
Experience
Divisionof Housing and Food Services   August 2013 - Present
UT Austin McCombs School of Business   August 2012 - Present
Whitley Penn   May 2014 - August 2014

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Teaching, Public Speaking, Event Planning, English, Windows, Outlook, Photoshop, Strategic Planning, Negotiation, Editing, Java, Team Building, Project Management, Social Media

Education
The University of Texas at Austin   2012 — 2016
Bachelor of Business Administration (BBA), Business Honors-Supply Chain Management

Grace Prepratory Academy   2008 — 2012

Greg Blackburn Greg Blackburn Santa Fe, Texas Details
Greg Blackburn's Whitley Penn Experience June 2012 - April 2013
Job Oil and Gas Accountant at TOTAL
Industry Accounting
Experience
TOTAL  October 2013 - Present
Enterprise Commercial Paving   May 2013 - August 2013
Whitley Penn   June 2012 - April 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, English, Creative Solutions..., Microsoft Outlook, ComputerEase

Education
University of Houston-Clear Lake   2011 — 2013
Bachelor's degree, Accounting

James Petri James Petri Friendswood, Texas Details
James Petri's Whitley Penn Experience May 2015 - August 2015
Job Student at University of Arizona
Industry Accounting
Experience
Whitley Penn   May 2015 - August 2015
Aramark  June 2014 - August 2014
DoubleTree by Hilton  May 2013 - December 2013

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Project Management, Leadership

Education
University of Arizona   2013 — 2016

The University of Texas at San Antonio   2011 — 2013

Jennifer Lundquist, CPA Jennifer Lundquist, CPA Dallas/Fort Worth Area Details
Jennifer Lundquist, CPA's Whitley Penn Experience July 2015 - Present
Job Audit Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   July 2015 - Present
Whitley Penn   June 2012 - Present
Whitley Penn   September 2010 - Present
Whitley Penn   January 2009 - March 2009

Skills
Accounting, Auditing, Internal Controls, Financial Statements

Education
University of Oklahoma - Price College of Business   2005 — 2010
BBA/MAcc, Accounting

Mark Selking, CPA Mark Selking, CPA Dallas/Fort Worth Area Details
Mark Selking, CPA's Whitley Penn Experience June 2014 - Present
Job Tax Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   June 2014 - Present
Whitley Penn   January 2012 - June 2014
Rylander, Clay & Opitz, LLP   July 2011 - January 2012
Rylander, Clay & Opitz   January 2010 - July 2011
University of Oklahoma  August 2007 - December 2009
Whitley Penn   June 2009 - August 2009

Skills
iPhone, oil&gas, Corporate Tax, Individual Taxation, Income Tax, GAAP, Tax, CPA, Finance, Tax Accounting, Accounting, Partnership Taxation, Tax Preparation, General Ledger

Education
University of Oklahoma - Price College of Business   2008 — 2009
MAcc, Accounting

University of Oklahoma - Price College of Business   2004 — 2008
BBA, Accounting

Karin Sabatini Karin Sabatini Houston, Texas Area Details
Karin Sabatini's Whitley Penn Experience May 2012 - August 2013
Job Owner at QBQ Bookkeeping Services
Industry Accounting
Experience
QBQ Bookkeeping Services   August 2013 - Present
Whitley Penn   May 2012 - August 2013
Null-Lairson P.C  2009 - May 2012

Skills
Payroll, QuickBooks, Accounting, Financial Statements, Payroll Taxes, GAAP, General Ledger, Financial Accounting, Financial Reporting, Tax, Journal Entries, Bookkeeping, Peachtree, Account Reconciliation, Income Tax, Internal Controls, Fixed Assets, Accounts Payable, Sales Tax, Accruals, Tax Accounting, Assurance, Auditing, Tax Preparation, US GAAP, Accounts Receivable, Tax Research, Revenue Recognition, CPA, Bank Reconciliation, SEC filings, Cost Accounting, Accountants, Corporate Tax, Small Business, Financial Analysis, Internal Audit, External Audit, Yellow Book, ProSystem fx Tax, GAAS, Variance Analysis, Financial Audits, Partnership Taxation, Consolidated Financial..., IFRS, Sarbanes-Oxley Act, Tax Returns, PeopleSoft, Cash Flow

Education
UC San Diego   1974 — 1978
BA Economics, Finance, Accounting

Brian Sims Brian Sims Houston, Texas Area Details
Brian Sims's Whitley Penn Experience May 2012 - June 2013
Job Data & Analytics Technical Leader at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
KPMG us  June 2013 - Present
Whitley Penn   May 2012 - June 2013
Null-Lairson P.C  November 2009 - May 2012

Skills
IT Audit, Financial Accounting, External Audit, Internal Audit, Internal Controls, Cost Accounting, Microsoft Excel, Sarbanes-Oxley Act, GAAP, Auditing, Visual Basic, Management Consulting, Oracle SQL, PL/SQL, ASP.NET, MySQL, T-SQL, Visual C#, VBA, Microsoft Office, COBIT, Risk Management, Microsoft SQL Server, Fraud Detection, Financial Reporting, Fraud, General Ledger, Accounting, US GAAP, Access, Financial Statements, GAAS, Account Reconciliation, Fixed Assets, Assurance, Bookkeeping, Payroll, Accounts Payable, Accounts Receivable, Enterprise Risk..., Financial Analysis, Forensic Accounting, Government Accounting, Computer Assisted Audit, Large-scale Data..., Continuous Auditing, Continuous Monitoring, Data Analysis, Caseware IDEA Scripting, Continuous Controls...

Education
University of Houston-Clear Lake   2011 — 2012
Master's degree, Accounting, MIS

University of Houston-Clear Lake   2007 — 2010
Bachelors, Accounting, MIS

Angela Margerum Angela Margerum Houston, Texas Area Details
Angela Margerum's Whitley Penn Experience May 2012 - March 2013
Job Controller
Industry Accounting
Experience
Rodan and Fields Dermatologists  March 2015 - Present
Intrafusion  June 2014 - Present
Best PumpWorks  March 2013 - May 2014
Whitley Penn   May 2012 - March 2013
Null-Lairson P.C  January 2010 - May 2012
Null-Lairson P.C  March 2008 - January 2010
Defense Contract Audit Agency  September 2006 - February 2008

Skills
GAAP, Internal Controls, Financial Accounting, General Ledger, Accounting, Auditing, US GAAP, External Audit, Financial Reporting, Fixed Assets, Financial Statements

Education
University of Houston-Clear Lake   2004 — 2006
Bachelor of Science, Accounting

Megan Whitlock Megan Whitlock Dallas/Fort Worth Area Details
Megan Whitlock's Whitley Penn Experience December 2008 - September 2010
Job Tax Manager at PwC specializing in Publicly Traded Partnerships
Industry Accounting
Experience
PricewaterhouseCoopers LLP  October 2010 - Present
Whitley Penn   December 2008 - September 2010
Lehman Brothers (Neuberger Berman)   December 2007 - December 2008
PricewaterhouseCoopers LLP  January 2007 - December 2007
TPG Capital  January 2005 - January 2007
Carr, Riggs & Ingram, LLC (FKA Cooper Graci & Co.)   January 2001 - January 2005

Skills
Private Equity, Tax, Real Estate, Financial Reporting, Accounting, Partnership Taxation, Midstream Pipeline, CPA, Corporate Tax, Tax Research, Financial Accounting

Education
The University of Texas at Austin - Red McCombs School of Business   1999 — 2004
MPA, Tax

The University of Texas at Austin - Red McCombs School of Business   1999 — 2004
BBA, Accounting

Jon Gwynn Jon Gwynn Dallas/Fort Worth Area Details
Jon Gwynn's Whitley Penn Experience November 2003 - December 2011
Job Manager at Kaufman Rossin Fund Services
Industry Accounting
Experience
Kaufman Rossin Fund Services  November 2013 - Present
PriceKubecka, PLLC  January 2012 - November 2013
Whitley Penn   November 2003 - December 2011
KBA Group LLP  March 2002 - October 2003
Arthur Andersen  September 2000 - February 2002

Skills
Auditing, Due Diligence, GAAP, SEC filings, Accounting, Audits of Employee..., Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Public Companies, Financial Accounting, Business Development, Manufacturing, Energy, Construction, Financial Analysis, New Business Development, Fund Administration, Private Equity, Real Estate Private..., Oilfield Services, Oil, Audit, SOX, SEC reporting, Oil&Gas, CPA, Finance

Education
University of Alabama   1999 — 2000
Master, Accountancy

University of Alabama   1995 — 1999
B.S., Accountancy

Ailene Comple, CPA, CFE Ailene Comple, CPA, CFE Houston, Texas Details
Ailene Comple, CPA, CFE's Whitley Penn Experience July 2013 - Present
Job Audit Senior at Whitley Penn
Industry Accounting
Experience
Whitley Penn   July 2013 - Present
Whitley Penn   May 2012 - June 2013
Null-Lairson P.C  August 2011 - May 2012
Salinas, Allen & Schmitt LLP   February 2011 - August 2011
A-Best International / ASAP   2003 - 2011

Skills
GAAP, Auditing, Tax Preparation, Internal Controls, Financial Reporting, QuickBooks, Accounting, Payroll, General Ledger, Tax, Financial Accounting, Journal Entries, Government Auditing, Yellow Book, GAAS, Fraud, External Audit, CPA, US GAAP, Partnership Taxation, Corporate Tax, SEC filings

Education
The University of Texas-Pan American   2005 — 2007
Master of Business Administration (MBA)

University of Santo Tomas   1999 — 2003
BS Accounting

Jordan Henneman Jordan Henneman Houston, Texas Area Details
Jordan Henneman's Whitley Penn Experience June 2015 - Present
Job
Industry Accounting
Experience
Whitley Penn   June 2015 - Present
Belt Harris Pechacek, LLLP  August 2013 - April 2014

Skills
Microsoft Excel, Accounting, Microsoft Word, PowerPoint, Microsoft Office, Peachtree, Financial Reporting, Access, Financial Analysis, Financial Accounting, Outlook

Education
University of Houston-Clear Lake   2014 — 2016
Master of Business Administration (MBA), Finance

University of Houston - Clear Lake   2012 — 2013
Bachelor of Science, Accounting

Brad Ratliff, CPA Brad Ratliff, CPA Fort Worth, Texas Details
Brad Ratliff, CPA's Whitley Penn Experience December 2007 - May 2013
Job Tax Manager at KPMG
Industry Accounting
Experience
KPMG US  May 2013 - Present
Whitley Penn   December 2007 - May 2013
J.P. Morgan   July 2004 - December 2007
Bank One  November 2002 - June 2004

Skills
High Net Worth..., Small Business, Oil & Gas Law, Accounting, CPA, Tax, Income Tax, QuickBooks, Auditing, Financial Reporting, Financial Analysis, Corporate Tax, Tax Accounting, GAAP, Financial Accounting, Tax Preparation, Financial Modeling, Partnership Taxation, Fixed Assets, Due Diligence, Real Estate Taxation

Education
University of North Texas   1994 — 1998
BS, Accounting

Emily Rhodes Emily Rhodes Houston, Texas Area Details
Emily Rhodes's Whitley Penn Experience May 2012 - May 2014
Job Senior Marketing Manager at LiquidFrameworks
Industry Marketing and Advertising
Experience
LiquidFrameworks  June 2014 - Present
Whitley Penn   May 2012 - May 2014
Null-Lairson P.C  January 2010 - May 2012
GEI WideFormat  January 2005 - November 2009
Remedy Staffing  June 2002 - October 2004

Skills
Marketing Communications, Marketing Strategy, Strategic Planning, Strategy, Marketing, Analysis, Marketing Management, Creative Direction, Marketing Research, Budgets, Customer Service, Event Planning, Management, New Business Development, Business Development, Advertising, Public Relations, Social Media, Social Media Marketing, Email Marketing, Trade Shows, Direct Marketing, Event Management, Integrated Marketing

Education
University of South Carolina-Columbia   1997 — 2001
BA, Liberal Arts

Deb Gardner Deb Gardner Dallas/Fort Worth Area Details
Deb Gardner's Whitley Penn Experience January 2007 - January 2008
Job Owner/CPA Debra A. Gardner, PLLC
Industry Accounting
Experience
Debra A. Gardner, PLLC   October 2010 - Present
The Ewbank Group, P.C.   July 2011 - October 2013
Hartman Leito & Bolt LLP  January 2008 - October 2010
Whitley Penn   January 2007 - January 2008
Saddock & Co   August 1998 - December 2006

Skills
CPA, GAAP, Corporate Tax, Tax Preparation, Payroll Taxes, Tax Accounting, Bookkeeping, Financial Reporting, Tax Advisory, Accounting, Partnership Taxation, Tax Research, Income Tax, Small Business, Tax Returns, Sales Tax, Tax, QuickBooks, US GAAP

Education
The University of Texas at Dallas   1998 — 2003
MS, Management and Administrative Sciences

The University of Texas at Dallas   1992 — 1998
BS, Accounting

Guadalupe Garcia, CPA Guadalupe Garcia, CPA Houston, Texas Area Details
Guadalupe Garcia, CPA's Whitley Penn Experience July 2015 - Present
Job Audit Senior Manager at Whitley Penn
Industry Accounting
Experience
Whitley Penn   July 2015 - Present
Whitley Penn   May 2012 - June 2015
Null-Lairson P.C  July 2010 - April 2012
Null-Lairson, P.C.   January 2009 - July 2010
Null-Lairson P.C  June 2007 - December 2008
Pappas Restaurants, Inc.   1999 - 2007

Skills
Generally Accepted..., Generally Accepted..., Government Auditing..., OMB Circular A-133..., Texas Education..., Assurance, Yellow Book, OMB Circular A-133, Financial Statements, Single Audit, Accounting Standards, GAAP, Auditing, Internal Controls, Relationship-building..., CPA, External Audit, US GAAP, Accounting, Financial Reporting

Education
University of Houston, C.T. Bauer College of Business
BBA, Finance

Aldine High School

Jared Chacon Jared Chacon Sacramento, California Details
Jared Chacon's Whitley Penn Experience May 2007 - April 2009
Job Hearing Auditor at State of California
Industry Government Administration
Experience
State of California  June 2010 - Present
Whitley Penn   May 2007 - April 2009
Neiman Marcus  May 2006 - April 2007
Baylor  March 2004 - April 2006

Skills
Microsoft Excel, MS Excel Pivot Tables, Microsoft Word, Outlook, Access, Microsoft Office, 10 Key, GAAP, Internal Controls, Inventory Management, Healthcare Information...

Education
University of Arizona, Eller College of Management   1998 — 2002
Bachelors of Science, Accounting and Finance

John Bacic John Bacic Los Angeles, California Details
John Bacic's Whitley Penn Experience June 2013 - September 2013
Job Account Group Assistant at TBWA\​Chiat\​Day Los Angeles
Industry Marketing and Advertising
Experience
TBWA\Chiat\Day   August 2015 - Present
TracyLocke  June 2014 - August 2014
Whitley Penn   June 2013 - September 2013

Skills
Process Improvement, Microsoft Office, Business Process..., Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Leadership, Social Networking, Advertising, Digital Marketing, Marketing Strategy

Education
University of San Diego   2011 — 2015
Bachelor of Business Administration (BBA), Marketing, 3.7 Major GPA

Kristin Whitley Smith, CPA Kristin Whitley Smith, CPA Fort Worth, Texas Details
Kristin Whitley Smith, CPA's Whitley Penn Experience June 2006 - Present
Job Audit Manager, Assurance and Advisory Services
Industry Accounting
Experience
Whitley Penn   June 2006 - Present
Texas Senate  January 2006 - May 2006

Skills
CPA, Audits of Employee..., Accounting, Auditing, Internal Controls, US GAAP, Financial Reporting, Sarbanes-Oxley Act

Education
The University of Texas at Austin - Red McCombs School of Business   2002 — 2006
BBA, Accounting

L.D. Bell High School

Lisa Bellah Lisa Bellah Dallas/Fort Worth Area Details
Lisa Bellah's Whitley Penn Experience 2008 - 2009
Job Senior Tax Acountant at Gandy Calverley & Co., PC
Industry Accounting
Experience
Gandy Calverley & Co., PC   August 2009 - Present
Whitley Penn   2008 - 2009
Guinn Smith & Co.   1997 - 2007
story road animal hospital   1980 - 1980
story road animal hospital   1980 - 1980

Skills
Tax, Income Tax, CPA, GAAP, Auditing, Accounting, Tax Research, QuickBooks, Tax Returns, Budgets, Corporate Tax, Financial Reporting, General Ledger, Partnership Taxation, US GAAP, ProSystem fx Tax, Internal Controls, Tax Accounting, Accounts Receivable

Education
University of North Texas   1981 — 1986
Masters of Science, Accounting

Eric Armstrong, CPA Eric Armstrong, CPA Dallas/Fort Worth Area Details
Eric Armstrong, CPA's Whitley Penn Experience September 2010 - June 2011
Job Controller at Virdatint, Inc.
Industry Accounting
Experience
Virdatint, Inc.   September 2014 - Present
Ethos Group  November 2013 - September 2014
PSR, Inc  June 2011 - November 2013
Whitley Penn   September 2010 - June 2011
Wagner, Eubank & Nichols, LLP   September 2008 - September 2010
BKD, LLP  August 2007 - August 2008
Northwestern Mutual  May 2005 - August 2006

Skills
Financial Reporting, Auditing, CPA, Accounting, Strategic Financial..., Financial Accounting, US GAAP, Internal Controls

Education
University of Oklahoma
BBA, Accounting

Brittany Robbins Brittany Robbins Houston, Texas Details
Brittany Robbins's Whitley Penn Experience January 2013 - January 2014
Job Accountant at Southwest Water Company
Industry Accounting
Experience
Southwest Water Company  June 2014 - Present
Whitley Penn   January 2013 - January 2014
Cheryl Boggs Savage, CPA   February 2012 - November 2012

Skills
GAAP, Financial Reporting, Auditing, External Audit, Accounts Receivable, Peachtree, Account Reconciliation, Financial Analysis, Internal Audit, Sarbanes-Oxley, Fixed Assets, Variance Analysis, Income Tax, Journal Entries, Assurance

Education
University of Houston   2011 — 2012
Master of Science (MS), Accounting

University of Houston   2007 — 2012
Bachelor of Business Administration (BBA), Accounting

Connor Shanahan Connor Shanahan United States Details
Connor Shanahan's Whitley Penn Experience August 2015 - Present
Job Audit Associate at Whitley Penn
Industry Accounting
Experience
Whitley Penn   August 2015 - Present
City of Hewitt  June 2015 - August 2015
Pattillo Brown & Hill L.L.P   January 2015 - March 2015
L-3 Communications  June 2014 - August 2014
L-3 Communications  June 2013 - August 2013

Education
University of Scranton   2011 — 2016
Master’s Degree, Accounting, 5th Year

Susan Sessions Susan Sessions Houston, Texas Area Details
Susan Sessions's Whitley Penn Experience October 1999 - September 2001
Job Vice President Tax at Academy Sports + Outdoors
Industry Retail
Experience
Academy Sports + Outdoors  January 2015 - Present
Academy Sports + Outdoors  March 2013 - January 2015
Neiman Marcus Group, Inc.   September 2011 - March 2013
PricewaterhouseCoopers  January 2009 - September 2011
TSCPA Tax Policy Committee   2009 - 2011
FW Chapter TSCPA   2000 - 2010
Crescent Real Estate  September 2001 - January 2009
Whitley Penn   October 1999 - September 2001
Hartman Leito & Bolt LLP  October 1996 - September 1999

Skills
Tax, Leadership, Income Tax, Partnership Taxation, Management, Real Estate, Internal Controls, Financial Reporting, GAAP, Payroll, Corporate Tax, Auditing, Accounting, General Ledger, CPA, Sarbanes-Oxley Act, Financial Analysis

Education
University of North Texas   1987 — 1994

Christopher Smith, CPA Christopher Smith, CPA Dallas/Fort Worth Area Details
Christopher Smith, CPA's Whitley Penn Experience August 2008 - July 2010
Job Senior Auditor at Ratliff & Associates, P.C.
Industry Accounting
Experience
Ratliff & Associates, P.C.   August 2010 - Present
Whitley Penn   August 2008 - July 2010
Whitley Penn   January 2007 - May 2007
Hartman Leito & Bolt LLP  June 2006 - August 2006

Skills
Financial Statements, Auditing, CPA, Financial Audits, US GAAP, Financial Accounting, Internal Controls, Financial Analysis, SEC Filings

Education
University of North Texas   2003 — 2008
Bachelors of Science, Accounting Control Systems

Monica Schlorholtz, CPA Monica Schlorholtz, CPA Dallas/Fort Worth Area Details
Monica Schlorholtz, CPA's Whitley Penn Experience July 2014 - Present
Job Audit Senior at Whitley Penn
Industry Accounting
Experience
Whitley Penn   July 2014 - Present

Skills
General Ledger, Accounting, Account Reconciliation, Auditing, Internal Controls, Analysis, Financial Statements, Fixed Assets, Accounts Payable

Education
University of North Texas   2010 — 2011
Accounting

University of North Texas   2008 — 2010
BS, Accounting Control Systems

Daniel Gatzke Daniel Gatzke Dallas/Fort Worth Area Details
Daniel Gatzke's Whitley Penn Experience February 2006 - September 2008
Job Senior Financial Analyst at FTS International
Industry Oil & Energy
Experience
FTS International  December 2011 - September 2014
Galderma  January 2010 - June 2011
Galderma  September 2008 - July 2010
Whitley Penn   February 2006 - September 2008

Skills
Forecasting, Finance, Strategic Financial..., Analysis, Mergers & Acquisitions, Tax, Internal Audit, IFRS, Management, CRM, Transfer Pricing, Microsoft Excel, Financial Analysis, Financial Reporting

Education
University of Houston-Clear Lake   2003 — 2005
B.S., Accounting and Finance

Robert B. Gill Robert B. Gill Dallas/Fort Worth Area Details
Robert B. Gill's Whitley Penn Experience August 2001 - August 2003
Job Principal at Robert B. Gill, CPA
Industry Accounting
Experience
Robert B. Gill, CPA   August 2003 - Present
Whitley Penn   August 2001 - August 2003
PricewaterhouseCoopers  January 2000 - August 2001
Reed, Wells, & Benson, Inc.   January 1989 - December 1999

Education
The University of Texas at Arlington - College of Business   1995 — 2000
MPA, Accounting

University of Richmond   1974 — 1978
BA, History

Margaret Lin, CPA Margaret Lin, CPA Houston, Texas Area Details
Margaret Lin, CPA's Whitley Penn Experience January 2013 - October 2013
Job Production Accountant at Eagle Rock Energy Partners
Industry Accounting
Experience
Eagle Rock Energy Partners  October 2013 - Present
Whitley Penn   January 2013 - October 2013
Ernst & Young  October 2011 - 2012
Null-Lairson P.C  May 2010 - August 2010
Ernst & Young  February 2010 - April 2010

Skills
Accounting, Financial Accounting, Financial Reporting, Tax, QuickBooks, Microsoft Excel, Income Tax, Microsoft Word, GAAP, Tax Preparation, Bookkeeping, CCH ProSystem fx, Tax Returns, Journal Entries, GoSystems

Education
The University of Texas at Austin - The Red McCombs School of Business   2006 — 2011
Master in Professional Accounting, Bachelor's in Business Administration

Reagan Henderson Reagan Henderson Dallas/Fort Worth Area Details
Reagan Henderson's Whitley Penn Experience 2003 - 2005
Job CPA at Payne & Henderson, CPAs, P.C.
Industry Accounting
Experience
Payne & Henderson, CPAs, P.C.   2005 - Present
Whitley Penn   2003 - 2005
Ernst & Young  2000 - 2003

Skills
Income Tax, GAAP, Tax, Partnership Taxation, Tax Preparation, CPA, Accounting, Corporate Tax, General Ledger, Financial Reporting, Financial Accounting, Tax Accounting, Payroll Taxes

Education
The University of Texas at El Paso   1995 — 2000
Master of Accountancy, Business - Accounting

The University of Texas at El Paso   1995 — 2000
Bachelor of Business Administration in Accounting, Business - Accounting

VaLissa Padgett VaLissa Padgett Fort Worth, Texas Details
VaLissa Padgett's Whitley Penn Experience February 1997 - February 2007
Job CPA, Senior Manager at Weaver LLP
Industry Accounting
Experience
Weaver  December 2010 - Present
Mid-Cities Family Care, LLP   August 2007 - November 2010
Whitley Penn   February 1997 - February 2007

Skills
CPA, Tax, Accounting, Income Tax, Corporate Tax, Tax Accounting, Healthcare Industry, Construction Industry

Education
The University of Texas at Arlington - College of Business Administration
BBA, Accounting

Sarah Beard Sarah Beard Dallas/Fort Worth Area Details
Sarah Beard's Whitley Penn Experience July 2007 - September 2010
Job Senior Accountant at TPG Capital
Industry Accounting
Experience
TPG Capital  September 2010 - Present
Whitley Penn   July 2007 - September 2010

Skills
US GAAP, GAAP, Financial Statements

Education
The University of Texas at Arlington - College of Business   2003 — 2007
BBA, Accounting

Geneva Quiroga, CPA Geneva Quiroga, CPA Dallas/Fort Worth Area Details
Geneva Quiroga, CPA's Whitley Penn Experience January 1994 - September 2004
Job Federal Tax Supervisor at BEPCO, LP
Industry Investment Management
Experience
BEPCO, LP  January 2007 - Present
Gandy, Calverley & Company   September 2004 - December 2006
Whitley Penn   January 1994 - September 2004

Skills
CPA, Tax Accounting, Partnership Taxation, Tax Research, Corporate Tax, SEC filings

Education
University of North Texas   1983 — 1985
Bachelor of Science (BS); Master of Science (MS), Accounting, Tax

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