Client Account Support | Trading
Beverly joined WPWealth in 2015 as a Financial Services Staff. She has been with the firm since 2001.
She began her career at Union Pacific Resources in 1985 in the Payroll and Treasury Department. Her various duties included preparation and processing of payroll, accounts payable, wire transfers and check inventory. In 1995, she accepted a position at Ernst & Young LLP in the Word Processing Department where she was responsible for proofing and processing financial statements and tax returns. Her vast knowledge and experience at both these firms gave her the opportunity to join Whitley Penn, LLP in 2001 as an Assistant Billing Coordinator.
Beverly prides herself in exceptional client service. She demonstrates a high level of competency in critical areas such as organization, adaptability, attention to detail and technology.
WPWealth (2015 – Present) – Client Account Support | Trading
Whitley Penn (2001 – 2015) – Assistant Billing Coordinator
Erynst & Young LLP (1995-2001) – Word Processing Department
Union Pacific Resources (1985-1995) – Payroll and Treasury Department