Peter Garrison
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Peter Garrison Email & Phone Number

Partner Retirement Plan Management Supervisor at Whitley Penn at Whitley Penn
Location: Dallas-Fort Worth Metroplex, United States, United States 12 work roles 2 schools
1 work email found @whitleypenn.com 2 phones found area 817 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email p****@whitleypenn.com
Direct phone (817) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Partner Retirement Plan Management Supervisor at Whitley Penn
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size

Who is Peter Garrison? Overview

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Quick answer

Peter Garrison is listed as Partner Retirement Plan Management Supervisor at Whitley Penn at Whitley Penn, a company with 531 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at whitleypenn.com, phone signal with area code 817, and a matched LinkedIn profile for Peter Garrison.

Peter Garrison previously worked as Partner Retirement Plan Management Supervisor at Whitley Penn and Partner Retirement Plan Management Analyst at Whitley Penn. Peter Garrison holds B.S., Business Administration from The Citadel.

Company email context

Email format at Whitley Penn

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{first}.{last}@whitleypenn.com
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AeroLeads found 1 current-domain work email signal for Peter Garrison. Compare company email patterns before reaching out.

Profile bio

About Peter Garrison

Experienced professional dedicated to customer service and to exceed customer satisfaction and contribute to company success. Proven ability to establish rapport with clients and maintain positive business relationships.

Listed skills include Sap, Oracle, Microsoft Office, Sql, and 32 others.

Current workplace

Peter Garrison's current company

Company context helps verify the profile and gives searchers a useful next step.

Whitley Penn
Whitley Penn
Partner Retirement Plan Management Supervisor at Whitley Penn
fort worth, texas, united states
Website
Employees
531
AeroLeads page
12 roles

Peter Garrison work experience

A career timeline built from the work history available for this profile.

Partner Retirement Plan Management Supervisor

Current

Dallas-Fort Worth Metroplex

Jul 2023 - Present

Partner Retirement Plan Management Analyst

Dallas-Fort Worth Metroplex

  • Review and enter all new information and changes in confidential partner payroll portal, including payroll adjustments, 401k changes, benefit and other deductions for monthly payroll and special payrolls.
  • Process and prepare journal entries, 401k schedules, H.S.A. schedules, and update spreadsheets as required.
  • Assist during Annual Partner Benefits Open Enrollment.
  • Provide Human Resources and Payroll with partner related reports as needed.
  • Assist with preparing Cash… Show more
  • Assist with preparing Cash Balance Pension Plan and 401K journal entries, reporting and various reconciliations to accounting system, and beneficiary tracking.
Jul 2021 - Jul 2023

Gl Coordinator

Dallas-Fort Worth Metroplex

Perform a variety of accounting, analytical and clerical tasks including but not limited to; reconcile a wide variety of accounting documents such as invoices, payment vouchers and entity billings; post data to appropriate accounts, review and code financial information, disburse funds, make deposits and prepare financial reports; compile and check.

Dec 2020 - Jun 2021

Tax Executive Assistant

Dallas/Fort Worth Area

Provide operation support to Tax Partners and Senior Managers along with managing individual workflow of supporting tax staff. Scanning, copying, assembling and binding tax returns, financial statements, and various other reports. Electronic delivery of tax returns via secure portal along with scanning and archiving projects. Deadline and project.

Nov 2018 - Dec 2020

Client Account Owner / Account Executive - Citation Vii & X

Cae

Dallas/Fort Worth Area

Achieve revenue and retention goals by building client intimacy and booking, scheduling and ensuring a positive client training experience. Being creative to avoid conflicts and ensure a seamless training experience from booking to course completion. Coordinate and ensure all client issues are addressed and resolved and being proactive by anticipating the.

Apr 2018 - Nov 2018

Office Manager

Hurst, TX

Responsible for overall office administration and management - ensuring the tools and resources are available to provide efficient and excellent customer service. Key accountabilities include; Accounts receivable duties including the depositing and payment posting as well as collection of past due invoices over 90 days. IT desktop and software support for.

Jun 2013 - Apr 2018

Education Consultant

Dallas/Fort Worth Area

Provide consultation to individuals through a consumer development program (CDP) to provide a training solution to meet the career skill needs / goals. Achieve / exceeded monthly sales and collection goals. Arrange student financing, assist in registration of classes, and explain all lab and testing procedures and policies. Manage ongoing client.

Dec 2011 - May 2013

Terminal Supervisor

Hurst, TX

Oversee and ensure the quality production and distribution of mid-size (15 employees) terminal operations. Balance delivery of manufactured product to assure customer satisfaction while enhancing revenue and minimizing the costs. Coordinate, plan, and execute the delivery of product to prevent any delays, downtime, or extra costs. Continuously communicate.

Oct 2010 - Jul 2011

Loss Prevention Lead

Grapevine, TX

Support store operation by maintaining building security and store safety. Proactively identify and apply various techniques to control potential or actual losses. Apprehend shoplifters, respond to emergency situations, administer first aid, and react in a professional manner; all using good judgment.

Oct 2009 - Dec 2010

Valet Shift Leader

Grapevine, Texas, United States

Primary property was The Gaylord Texan Resort and Hotel. Manage valet drivers during assigned shift while organizing and administrating necessary tasks to ensure optimal efficiency. Coordinate the service experience for guests while working alongside coworkers to ensure that the site’s service standards are met and exceeded.

Oct 2007 - Oct 2009

Substitute Teacher

Hurst Euless Bedford Independent School District

Bedford, TX

Perform the duties of a full time teacher in the event of their absence. Follow lesson plan and conduct class in an orderly and enjoyable manner.

Feb 2008 - May 2008

Sales Support

Southlake, TX

Provide support to a team of Senior Consultants / Coaches working with top tier organizations to implement strategic plans and change management initiatives. Duties included – scheduling meetings and travel arrangements, creating power point presentations, preparing excel spreadsheets, note taking and participation in client meetings.

Oct 2006 - May 2007
Team & coworkers

Colleagues at Whitley Penn

Other employees you can reach at whitleypenn.com. View company contacts for 531 employees →

2 education records

Peter Garrison education

Education record

Grapevine High School
FAQ

Frequently asked questions about Peter Garrison

Quick answers generated from the profile data available on this page.

What company does Peter Garrison work for?

Peter Garrison works for Whitley Penn.

What is Peter Garrison's role at Whitley Penn?

Peter Garrison is listed as Partner Retirement Plan Management Supervisor at Whitley Penn at Whitley Penn.

What is Peter Garrison's email address?

AeroLeads has found 1 work email signal at @whitleypenn.com for Peter Garrison at Whitley Penn.

What is Peter Garrison's phone number?

AeroLeads has found 2 phone signal(s) with area code 817 for Peter Garrison at Whitley Penn.

Where is Peter Garrison based?

Peter Garrison is based in Dallas-Fort Worth Metroplex, United States, United States while working with Whitley Penn.

What companies has Peter Garrison worked for?

Peter Garrison has worked for Whitley Penn, Cae, Jefferson Harmon & Associates, Pc, New Horizons Computer Learning Centers, and Lhoist North America, Inc.

Who are Peter Garrison's colleagues at Whitley Penn?

Peter Garrison's colleagues at Whitley Penn include Jonathan Corona, Cia, Rebecca Cohen, Cpa, Jeric Balisbis, Cpa, Emiliano Becerril, and Ronnie Craven.

How can I contact Peter Garrison?

You can use AeroLeads to view verified contact signals for Peter Garrison at Whitley Penn, including work email, phone, and LinkedIn data when available.

What schools did Peter Garrison attend?

Peter Garrison holds B.S., Business Administration from The Citadel.

What skills is Peter Garrison known for?

Peter Garrison is listed with skills including Sap, Oracle, Microsoft Office, Sql, Cold Calling, Solution Selling, It Solutions, and Market Analysis.

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