Wymer Brownlee Tax & Financial Management

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Wymer Brownlee Tax & Financial Management Employees

Employee
Years
Job
Industry
Annette Hunt Annette Hunt Chippewa Falls, Wisconsin Details
Annette Hunt's Wymer Brownlee Tax & Financial Management Experience 2005 - 2006
Job Sr. Business Analyst at UnitedHealth Group
Industry Hospital & Health Care
Experience
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

Hannah Holmes Hannah Holmes Norman, Oklahoma Details
Hannah Holmes's Wymer Brownlee Tax & Financial Management Experience October 2012 - June 2015
Job Student at University of Oklahoma College of Law
Industry Law Practice
Experience
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

Keri Zeder Keri Zeder Oklahoma City, Oklahoma Details
Keri Zeder's Wymer Brownlee Tax & Financial Management Experience March 2012 - July 2014
Job Wealth Advisor Assistant at Wymer Brownlee
Industry Financial Services
Experience
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

Kyle Brownlee Kyle Brownlee Enid, Oklahoma Area Details
Kyle Brownlee's Wymer Brownlee Tax & Financial Management Experience May 1999 - Present
Job Senior Wealth Advisor and CEO at Wymer Brownlee; financial services, tax & accounting services, and business consulting.
Industry Financial Services
Experience
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

Keeta Lemmon Keeta Lemmon Oklahoma City, Oklahoma Details
Keeta Lemmon's Wymer Brownlee Tax & Financial Management Experience November 2006 - June 2007
Job Director of Finance & Operations at KIPP Reach College Prep
Industry Accounting
Experience
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

Phillip Carr, CFP® Phillip Carr, CFP® Tulsa, Oklahoma Area Details
Phillip Carr, CFP®'s Wymer Brownlee Tax & Financial Management Experience June 2011 - April 2013
Job AVP, Retirement Specialist at Bank of Oklahoma
Industry Investment Management
Experience
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

Molly Helm Molly Helm Enid, Oklahoma Area Details
Molly Helm's Wymer Brownlee Tax & Financial Management Experience January 2011 - June 2014
Job Chief Thinker and Writer at Purple Ink
Industry Marketing and Advertising
Experience
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

Phillip Purdom Phillip Purdom Dallas/Fort Worth Area Details
Phillip Purdom's Wymer Brownlee Tax & Financial Management Experience February 2013 - January 2015
Job Consulting Manager
Industry Accounting
Experience
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

Sara Habibi Sara Habibi Enid, Oklahoma Details
Sara Habibi's Wymer Brownlee Tax & Financial Management Experience March 2008 - July 2011
Job Marketing Director and Office Manager at Universal Management & Maintenance Co.
Industry Business Supplies and Equipment
Experience
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

Beverly Frederick Beverly Frederick Oklahoma City, Oklahoma Details
Beverly Frederick's Wymer Brownlee Tax & Financial Management Experience June 2013 - March 2014
Job IRS Enrolled Agent at Roderick H. Polstin, P.C.
Industry Financial Services
Experience
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

Andrea Caparelli, CPA Andrea Caparelli, CPA Las Vegas, Nevada Area Details
Andrea Caparelli, CPA's Wymer Brownlee Tax & Financial Management Experience August 2009 - August 2010
Job PwC Manager
Industry Accounting
Experience
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

Rachel Swenson Rachel Swenson Alexandria, Virginia Details
Rachel Swenson's Wymer Brownlee Tax & Financial Management Experience December 2013 - December 2014
Job Efficiency Organizer
Industry Management Consulting
Experience
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