Dolores F. Wheless
Nessuna posizione attualmente
Profilo
Ms. Dolores F.
Wheless, CPA, is a Manager-Client Services at Covenant Multifamily Offices LLC.
She coordinates and touches every area of client service.
She oversees all the firm’s client service associates.
She also serves as a lead advisor to clients on all service related issues.
Prior to joining Covenant in 2010, Ms. Wheless spent six years with Texas-based Frost Bank’s wealth management services division as vice president and wealth advisor.
Before that, Dolores spent 11 years with Ernst & Young as senior manager in the areas of international tax and personal financial counseling.
Through her career, Ms. Wheless has developed substantial experience assisting families with investment, income tax and wealth transfer planning.
She has worked with Fortune 500 executives (living both within and outside the United States) to assess and implement complex compensation strategies-including deferred compensation, restricted stock, stock option, performance shares, foreign earned compensation, and more.
Ms. Wheless holds a Bachelor of Arts in accounting and an MS in science (with a concentration in taxation) from Texas A&M University in College Station, Texas.
She is a Certified Public Accountant, a member of American Institute of CPAs, and of the Texas Society of CPAs.
Precedenti posizioni note di Dolores F. Wheless
Società | Posizione | Fine |
---|---|---|
Frost Bank (San Antonio, Texas)
Frost Bank (San Antonio, Texas) Regional BanksFinance Frost Bank provides banking services. The company was Founded in 1868 and is San Antonio, TX. | Corporate Officer/Principal | 31/12/2009 |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | - |
Covenant Multifamily Offices LLC
Covenant Multifamily Offices LLC Investment ManagersFinance Covenant Multifamily Offices LLC (Covenant) is an independent asset management firm headquartered in San Antonio, Texas. The firm was founded by John Eadie in 2009. Covenant provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations and pension and profit sharing plans. | Vendite & Marketing | - |
Formazione di Dolores F. Wheless
Texas A&M University | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
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Covenant Multifamily Offices LLC
Covenant Multifamily Offices LLC Investment ManagersFinance Covenant Multifamily Offices LLC (Covenant) is an independent asset management firm headquartered in San Antonio, Texas. The firm was founded by John Eadie in 2009. Covenant provides investment advisory services to individuals, business entities, trusts, estates, charitable organizations and pension and profit sharing plans. | Finance |
Frost Bank (San Antonio, Texas)
Frost Bank (San Antonio, Texas) Regional BanksFinance Frost Bank provides banking services. The company was Founded in 1868 and is San Antonio, TX. | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
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