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Robert has over 8 years of financial advisory and business valuation experience. Prior to joining Whitley Penn LLP as a Senior Business Valuation Associate, Robert held the position of Research Associate at SWS Securities where he held responsibility for production of fundamental research reports and forecasting models on telecommunications equipment vendors and service providers. Previously, Robert was an IT Lead Business Analyst at McLeodUSA, an Analyst/Advisor at Lincoln Financial Advisors, and an IT Budget Analyst at PrimeCo Personal Communications, LP. Robert is a member of the Dallas Society of Financial Analysts and the CFA Institute. He holds a BBA in Finance from Texas A&M University and an MBA in Finance from Texas Christian University. | 