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Stephen Forester Email & Phone Number
Deal Advisory Senior Associate
at
Whitley Penn
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Deal Advisory Senior Associate
Location
Dallas-Fort Worth Metroplex, United States, United States
Who is Stephen Forester? Overview
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Quick answer
Stephen Forester is listed as Deal Advisory Senior Associate at Whitley Penn, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a matched LinkedIn profile for Stephen Forester.
Stephen Forester previously worked as Senior Associate at Standish Management, Llc and Audit Associate at Haynie & Company. Stephen Forester holds Master Of Science - Ms, Accounting from The University Of Texas At Dallas.
Company email context
Email format at Whitley Penn
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Whitley Penn
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Profile bio
About Stephen Forester
Amor Fati
Current workplace
Stephen Forester's current company
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7 roles · 12 years
Stephen Forester work experience
A career timeline built from the work history available for this profile.
Senior Associate
Current
Aug 2024 - Present
Audit Associate
- Provided assurance services for private companies and various nonprofits- Software exposure: CCH Engagement, SMART, NetLease/NetSuite- Worked through engagements from risk assessment to the preparation of financial statements- Represented the firm during meetings with M&A lawyers to help expand Haynie's Valuation Consulting branch in DFW
2022 - 2024
~2 yrs
Audit Intern
2022 - 2022
Customer Relationship Advocate - Finra Sie, 7, And 63
- Displayed in-depth understanding of capital markets- Provided financial education to clients- Utilized in-house software programs to find information on corporate actions, tax relevant data, and sensitive client information
2021 - 2022
~1 yr
Fundraiser/Athlete
Bike To Crush Cancer
- Created website and social media platforms - Raised funds for Head for the Cure and Musella Foundation for Brain Tumor Research and Information, Inc.- Biked across Texas
2021 - 2021
Student Athlete
Captain of the 2019 and 2020 UTEP Football Team. Motivated teammates, encouraged consistent action through the pandemic, and created a culture defined by a growth mindset within UTEP football.
2014 - 2020
~6 yrs
3 education records
Stephen Forester education
Master Of Science - Ms, Accounting
The University Of Texas At Dallas
Master Of Arts - Ma, Leadership Studies
The University Of Texas At El Paso
Bachelor Of Business Administration - Bba, Finance
The University Of Texas At El Paso
FAQ
Frequently asked questions about Stephen Forester
Quick answers generated from the profile data available on this page.
What company does Stephen Forester work for?
Stephen Forester works for Whitley Penn.
What is Stephen Forester's role at Whitley Penn?
Stephen Forester is listed as Deal Advisory Senior Associate at Whitley Penn.
Where is Stephen Forester based?
Stephen Forester is based in Dallas-Fort Worth Metroplex, United States, United States while working with Whitley Penn.
What companies has Stephen Forester worked for?
Stephen Forester has worked for Whitley Penn, Standish Management, Llc, Haynie & Company, Fidelity Investments, and Bike To Crush Cancer.
How can I contact Stephen Forester?
You can use AeroLeads to view verified contact signals for Stephen Forester at Whitley Penn, including work email, phone, and LinkedIn data when available.
What schools did Stephen Forester attend?
Stephen Forester holds Master Of Science - Ms, Accounting from The University Of Texas At Dallas.
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