Jim Dossey, MS, MBA, JD, CPA

Senior Consultant

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Spring, Texas, United States

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Timeline
About me
Dossey & Jones, PLLC - Partner, Attorney & CPA Venture Vault - President
Education
- Montgomery High School
  1992 - 1996
  Diploma
  Activities and Societies: Golf, Football, National Honor Society, Debate, Academic Decathlon "Mr. Montgomery" Award (1996); Athlete of the Year Award (1996); Letters in golf and football
- Massachusetts Institute of Technology - Sloan School of Management
  2004 - 2006
  MBA Corporate Finance and Strategy Grade Point Average: 4.9 out of 5.0
  Activities and Societies: MediaTech Club, Management Consulting Club, Finance Club
- South Texas College of Law
  2010 - 2012
  JD Business Organizations, Transactions, Estate Planning, Tax
  Activities and Societies: Dean's List: Spring 2012, Summer 2012, Fall 2012
- The University of Texas at Austin
  2001 - 2003
  MSE Software Engineering
  Activities and Societies: Phi Kappa Sigma Fraternity Intra-fraternity counsel representative Electrical and Computer Engineering (3.8/4.0 GPA)
- The University of Texas at Austin
  1996 - 2000
  BS Mechanical Engineering
  Activities and Societies: Phi Kappa Sigma Fraternity; Intrafraternity Council Representative (3.5/4.0 GPA, 4 of 8 Semesters On Dean’s List)
Experience
- Quorum Business Solutions
  Jun 2000 - Aug 2004
  Senior Consultant
  * Led team to redesign Quorum’s core software application. Provided technical and functional vision on key product functionality. Architected and coded key application components using object oriented languages and design patterns.* Led large software implementation at a leading natural gas production and marketing corporation. Principal client interface and project manager for Quorum software at client site. Concluded five-month project on schedule and 15% under budget. * Worked with clients to adjust application to fit their business needs, streamlining internal operations and improving customer service. Show less
- SAP Global Marketing
  May 2005 - Nov 2005
  Project Manager Intern
  * Traveled between SAP offices in North America and Germany to evangelize business practices and improve global coordination. Recommended communication and branding strategies based on interviews and surveys of project stakeholder groups.
- Bank of America
  May 2006 - May 2011
  VP, Managment Rotational Program Participant
  * Led infrastructure program to implement $30MM technology and organizational change * Created financial models to determine impact of offshoring decisions. Led strategic and tactical financial planning and forecasting activities for offshoring effort.* Managed technical delivery for $10 Million project portfolio by providing technical advice, cost estimations, and resource assignments. Representative in new product introduction governance process.
- Dossey & Jones, PLLC
  May 2011 - now
  * Estate planning - simple and complex Wills, Trusts, and Probate* Small business law, including choice of entity type, entity formations, asset protection strategies, succession planning, contract writing and review, and tax* Tax preparation and strategy* Intellectual property - patents, copyrights, and trademarks - search, prosecution, infringement opinions, licensing (Registered Patent Attorney)
  - Partner
    May 2012 - now
  - Attorney / Partner - Small Business, Tax, Estate Planning, and Intellectual Property
    May 2011 - Jan 2023
- Lone Star College
  Oct 2015 - Jan 2020
  Adjunct Professor - Business Law
- Venture Vault
  Jan 2019 - now
  President
- Withersworldwide
  Jan 2023 - Dec 2023
  Partner
Licenses & Certifications
- Licensed to Practice Law in Texas
  Texas Board of Law Examiners
  May 2013
- Board Certified, Estate Planning and Probate Law
  Texas Board of Legal Specialization
  Jan 2020
- Certified Public Accountant
  Texas State Board of Public Accountancy
  Oct 2018
- Registered Patent Attorney
  USPTO
  May 2014
- Admitted to Practice Before United States Tax Court
  United States Tax Court
  Jul 2013
Honors & Awards
- Awarded to Jim Dossey, MS, MBA, JD, CPA
  Super Lawyers - Rising Star 2019, 2020, 2021, 2022, 2023 Super Lawyers
Volunteer Experience
- Past President
  Issued by Montgomery ISD Education Foundation on Jan 2016
  Associated with Jim Dossey, MS, MBA, JD, CPA
- Vice Chair
  Issued by Corporate Tax Committee, State Bar of Texas on Aug 2019
  Associated with Jim Dossey, MS, MBA, JD, CPA
- President, School Board of Trustees
  Issued by Montgomery ISD on Jan 2013
  Associated with Jim Dossey, MS, MBA, JD, CPA