fund administration manager at whitley penn llp@ Whitley Penn
Dallas, Texas, United States
Katy Restrepo
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FlashIntel GPTKaty Restrepo is a highly skilled professional with 14.7 years of experience in various financial roles. She is proficient in QuickBooks, financial accounting, Microsoft Excel, PowerPoint, and Word, as well as financial reporting, leadership, and tax accounting. Katy graduated from the University of Kansas with a Bachelor's Degree in Accounting. She is currently working as a tax professional at a boutique wealth management/tax firm in Dallas, TX. Katy has a strong background in finance, teaching, and accounts payable.
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About
I graduated from the University of Kansas in May of 2013 with a Bachelor's Degree in Accounting. Born and raised in Dallas, TX, I am now back in my hometown working for a boutique wealth management/ tax firm as a tax professional.
Work Experience
fund administration manager at whitley penn llp
Accounting
Katy Restrepo's Professional Milestones
- Tax Professional (2013-06-15~2016-01-31): Developed and implemented effective tax strategies to minimize the company's tax liabilities.
- Counselor And Staff Member (2010-05-01~2010-08-01): Consistently collaborated with individuals to develop and sustain positive community outreach initiatives.
Education
Accounting And Business/management
1325376000-1325376000Skill
Quickbooks
Financial Accounting
Microsoft Excel
Powerpoint
Microsoft Word
Financial Reporting
Leadership
Access
Tax Accounting
Spanish Speaking
Financial Analysis
Finance
Teaching
Accounts Payable
Certification
Colleagues
Brian Collins
chief people officer at whitley penn
Mike Herman, MBA CPA
Chief Operating Officer | Accounting And Finance Leader | Entrepreneurial | Strategic Planning | Operational Excellence
Brandon Neely
general counsel and chief risk officer at whitley penn
Shivana Khoza
speaker 🎤| leadership & team development trainer🤝🏼| disc consultant | executive mindset coaching | maxwell leadership certified | disc certified | working genius facilitator⚙️ | virtual presenter💻 | founder
Kristen Lollar
Chief Marketing Officer
Other Named Katy Restrepo
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Katy Restrepo works for Whitley Penn
Katy Restrepo's role in Whitley Penn is fund administration manager at whitley penn llp
Katy Restrepo works in the industry of Accounting
Katy Restrepo's colleagues are Brian Collins,Mike Herman, MBA CPA,Brandon Neely
Katy Restrepo's latest job experience is fund administration manager at whitley penn llp at Whitley Penn
Katy Restrepo's latest education in CIMBA
