JERRY
MALLONEE
CYPRESS WEALTH MANAGEMENT
15950 North Dallas Parkway, Suite 400
Dallas, TX 75248
(214)295-3360
jmallonee@cypress-wealth.com
EDUCATION
|
Oklahoma
State University, Stillwater, Oklahoma |
| |
... Bachelor
of Science – Accounting |
| |
| |
University
of Texas at Austin, Austin, Texas |
| |
... Masters
in Professional Accountancy |
PROFESSIONAL
EXPERIENCE
2007
to present |
Cypress
Wealth Management, Dallas, Texas |
| |
... Financial
Planner Of Counsel |
| |
2002
to 2007 |
Carter
Financial Management, Dallas, Texas |
| |
... Financial
Planner |
| |
1999
to 2002 |
Consultant,
Dallas, Texas |
| |
1967
to 1999 |
Arthur
Andersen |
| |
... 1997
to 1999 National Service Line Leader;
Dallas, Texas |
| |
... 1994
to 1994 Partner In Charge, Pacific Northwest;
Seattle, Washington |
| |
... 1987
to 1994 Partner In Charge-Tax; Seattle,
Washington |
| |
... 1981
to 1987 Partner In Charge-Tax; Tulsa,
Oklahoma |
| |
... 1978
to 1981 Partner-Tax; Dallas, Texas |
| |
... 1967
to 1978 Staff Accountant; Dallas, Texas |
PROFESSIONAL
DESIGNATIONS
| |
Certified
Public Accountant (CPA) |
| |
Certified
Financial Planner designation (CFP) |
PROFESSIONAL
SERVICE
| |
Palm
Harbor Homes, Inc (NASD Listed public
company) |
| |
...Board
Member |
| |
...Chairman
of Audit Committee |
CIVIC/COMMUNITY
SERVICE
| |
King
County (Seattle) Red Cross, Board Member
and Treasurer |
| |
Pacific
Northwest Ballet, Board Member |
| |
Tulsa
Opera, Board Member and Financial Vice
President |
| |
Dallas
Child Care Association, Board Member
and President |
PROFESSIONAL
ORGANIZATIONS
| |
American
Institute of Certified Public Accountants,
Member |
| |
Texas
Society of Certified Public Accountants,
Member |
| |
Instructor
for professional society of continuing
education courses |
| |
Texas
Tax Institute, Chairman |
HONORS/AWARDS
| |
Distinguished
Accounting Alumnus-Oklahoma State University |
|
