Dolores F. Wheless

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Profil

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.

Anciens postes connus de Dolores F. Wheless

Sociétés	Poste	Fin
Frost Bank (San Antonio, Texas)	Corporate Officer/Principal	31/12/2009
Ernst & Young LLP (Missouri)	Corporate Officer/Principal	-
Covenant Multifamily Offices LLC	Sales & Marketing	-

Formation de Dolores F. Wheless

Texas A&M University

Graduate Degree