Wymer Brownlee Tax & Financial Management
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Wymer Brownlee Tax & Financial Management Employees
UnitedHealth Group June 2012 - Present
Booz Allen Hamilton October 2010 - June 2012
SAIC November 2009 - October 2010
SAIC September 2008 - October 2009
Wymer Brownlee Tax & Financial Management 2005 - 2006
USAF 2002 - 2002
Valero Energy Corporation 2000 - 2001
Valero Energy Corporation 1998 - 2000
City of Great Falls, Montana 1995 - 1997
Aguirre & Meyer, APC 1993 - 1993
Skills
Financial Analysis, Compliance, Account Management, Technology Integration, Strategic Communications, Customer Service, Budgeting, Government, Financial Management, Management Consulting, Process Improvement, Financial Reporting, Budget Analysis, Strategic Planning, Process Engineering, Proposal Writing, Managerial Finance, Budgets, Policy, Program Management, Management, Team Building, Analysis, Business Strategy, DoD, Business Planning, Leadership Development, Business Development, Project Management, Strategy, Risk Management, Data Analysis, Cross-functional Team...
Education
University of Southern California 1984 — 1990
B.A., International Relations
Wymer Brownlee Tax & Financial Management October 2012 - June 2015
BKD CPAs & Advisors September 2011 - October 2012
Skills
Tax, Tax Preparation, Corporate Tax, Tax Accounting, Financial Reporting, Income Tax, Financial Accounting, Accounting, Financial Statements, Partnership Taxation, QuickBooks, Sales Tax, Tax Advisory, Tax Research, Tax Returns
Education
University of Oklahoma College of Law 2015 — 2018
Juris Doctor (J.D.)
Northwestern Oklahoma State University 2008 — 2011
Bachelor of Science (B.S.), Accounting
Oklahoma State University 2007 — 2008
Wymer Brownlee July 2014 - Present
Wymer Brownlee Tax & Financial Management March 2012 - July 2014
Best Buy May 1999 - March 2012
Skills
Customer Service, Mutual Funds, Financial Services, Portfolio Management, Strategic Planning, Marketing Strategy, Financial Reporting, Relationship Management, Series 63, Investment Strategies, Series 7, Wealth Management, Client Services, Series 6, Customer Experience, Series 65, Leadership, Retirement, Finance, Financial Advisory, Project Management, Fixed Annuities, Management, Sales
Education
University of Central Oklahoma 2005 — 2007
Finance, General
Oklahoma City Community College
Wymer Brownlee Tax & Financial Management May 1999 - Present
Skills
Investments, Wealth Management, Retirement Planning, Financial Advisory, Risk Management, Finance, Wealth, Insurance, Financial Services, Retirement, Customer Service, Small Business, Marketing, Public Speaking, Tax, Accounting, Fixed Annuities, Strategic Planning, Sales, Advertising, Event Planning, Microsoft Office
Education
Oklahoma State University
Bachelor of Science (BS), Accounting and Finance
KIPP Reach College Prep September 2014 - Present
Nerium International October 2012 - Present
Enid Pet Hospital October 2010 - September 2014
Dillards August 2012 - June 2014
Davinci's Coffeehouse November 2003 - May 2014
Anew Church - Network Church of Life Church.tv December 2008 - May 2012
Northwest Plumbing & Mechanical, Inc. February 2008 - May 2010
Self Employed Accounting/Bookkeeping January 2003 - December 2007
Wymer Brownlee Tax & Financial Management November 2006 - June 2007
Central Assembly of God October 2003 - December 2006
Skills
Marketing, Social Media Marketing, Event Planning, Social Networking, Sales, Cosmetics, Skin Care, Beauty Industry, Home Based Business, Advertising, Social Media, Retail, Accounting, Bookkeeping, Financial Reporting, Financial Accounting, Team Leadership, Direct Sales, Leadership Development, Children's Ministry, Community Service
Education
Oklahoma State University
B.S. in Business Administration, Business Management
Northwestern Oklahoma State University
Business Administration, Management and Operations
H&R Block
Tax Preparer Certification
Bank of Oklahoma August 2014 - Present
Brock and Associates April 2013 - August 2014
H.D. Vest Advisory Services October 2011 - April 2013
H.D. Vest Financial Services September 2011 - April 2013
Wymer Brownlee Tax & Financial Management June 2011 - April 2013
BancFirst April 2006 - August 2011
BancFirst April 2006 - March 2011
BancFirst July 2008 - March 2010
IBC Bank August 2005 - April 2006
Tulsa County Pawn August 2003 - August 2005
Skills
Series 7, Banking, Retirement Planning, Strategic Financial..., Securities, Mutual Funds, Equities, Investments, Variable Annuities, Financial Modeling, Financial Planning, Morningstar, Series 66, Credit, Customer Service, Teamwork, Retirement, Financial Analysis, Excel, Microsoft Office, Insurance, Portfolio Management, Word, PowerPoint, Loans, Tax, Tax Preparation, Fixed Annuities, Asset Allocation, Microsoft Word, Financial Advisory, Finance, Wealth Management, Life Insurance, Analysis, Financial Services, Wealth, Investment Strategies, Risk Management, Investment Advisory, Series 63, IRAs, Estate Planning, Financial Planners, Microsoft Excel
Education
Oklahoma State University 2006 — 2008
Bachelor's, Finance (Acct minor)
Oklahoma Bankers' Association 2008 — 2008
Certificate, Bank Compliance, Consumer Lending
Tulsa Community College 2003 — 2006
Associates, International Business, Hispanic Culture
Kaplan Financial Education 2011 — 2011
Series 7
Berryhill High School 1999 — 2003
Purple Ink October 2013 - Present
Strategic Government Resources July 2014 - Present
Executive Service Corp of Central Oklahoma September 2014 - Present
Wymer Brownlee Tax & Financial Management January 2011 - June 2014
Freelance writer and communications consultant 1990 - 2013
Autry Technology Center March 2005 - February 2011
Leonardo's Discovery Warehouse 2003 - 2005
Advance Food Company March 1998 - July 2002
Skills
Writing, Volunteering, Marketing Communications, Press Releases, Social Media, Public Relations, Fundraising, Customer Service, Marketing, Leadership, Strategy, Product Marketing, Public Speaking, Event Management, Advertising, Marketing Strategy, Nonprofits, Direct Marketing, Internal Communications, Newsletters, Event Planning, Training, Strategic Planning, Social Networking, Strategic Communications, Budgets, Crisis Communications, Media Relations, Social Media Marketing, Time Management, Corporate Communications, Program Management, Community Development, Recruiting, Leadership Development, Publicity, Community Outreach, Volunteer Management, Speech Writing, Facebook, Copywriting, Communications Planning, InDesign, Editing, Management, Internal Marketing
Education
Texas Christian University 1986 — 1990
BA
Enid High School 1982 — 1986
Healthcare Consulting December 2014 - Present
Wymer Brownlee Tax & Financial Management February 2013 - January 2015
Saint Francis Health System August 2011 - March 2013
CCK Strategies May 2008 - September 2011
Regier Carr & Monroe, L.L.P. September 2007 - May 2008
Skills
SAP, Financial Reporting, Financial Analysis, Tax Accounting, Income Tax, Tax Preparation, Corporate Tax, Not for Profit, SOX Compliancy, Medical Billing, Financial Accounting, Strategic Planning, Management Accounting, ProSystem fx Tax, GoSystems, US GAAP reporting, Partnership Taxation, Capital Budgeting, Department Budgeting, Data Analysis, Medical Terminology, Sarbanes-Oxley Act, patient protection and..., Health Care Reform, Health Care Compliance, Healthcare, Not-for-profit..., Foreign Tax Credit, Research & Development..., Tax Credits, FASB, FAS, Oil & Gas Industry, Business Valuation, Payroll Taxes, Financial Statements, Account Reconciliation, Accounts Payable, Tax Returns, Tax, Management, Analysis, Accounting, Finance
Education
Oklahoma State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Accounting & Business Law
Universal Management & Maintenance Co. July 2011 - Present
Wymer Brownlee Tax & Financial Management March 2008 - July 2011
Skills
Event Planning, Public Relations, Marketing, Social Media, Facebook, Direct Marketing, Marketing Communications, Advertising, Marketing Strategy, InDesign, Customer Service, Email Marketing, Event Management, Fundraising, Newsletters, Sales, Social Networking, Strategic Planning
Education
University of Oklahoma 2002 — 2005
Arts in Journalism, Public Relations, Advertising, and Applied Communication
Tahlequah High School 1998 — 2001
Roderick H. Polstin, P.C. March 2014 - Present
Wymer Brownlee Tax & Financial Management June 2013 - March 2014
H&R Block January 1999 - April 2013
Kleinfelder 2002 - 2011
Skills
Tax Preparation, Financial Analysis, Financial Reporting, Strategic Financial..., International Tax, Tax Advisory, Corporate Tax, Tax Law, Tax Accounting, Tax
Education
Oklahoma State University 2013 — 2015
Business Administration, Management and Operations
Oklahoma State University-Oklahoma City
PwC January 2011 - Present
Wymer Brownlee Tax & Financial Management August 2009 - August 2010
Hein & Associates September 2007 - June 2009
Cushman & Wakefield May 2006 - May 2007
Skills
CPA, Assurance, Tax Preparation, SEC filings, US GAAP, GAAP, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Accounting, Financial Accounting, Tax Research, Financial Analysis, Income Tax
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
University of Colorado at Boulder 2003 — 2007
BSBA, Accounting, Real Estate
Step Ahead Solutions December 2014 - Present
Wymer Brownlee Tax & Financial Management December 2013 - December 2014
Liberty University Online May 2011 - November 2013
Liberty University Online March 2010 - May 2011
Skills
Public Speaking, Higher Education, Microsoft Office, Teaching, Leadership Development, Customer Service, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Research, Event Planning, Tutoring, Nonprofits, Social Networking, Leadership
Education
Tennessee Technological University 2004 — 2008
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Morrison 2000 — 2004