H D Vest
Industry: Financial services company
DescriptionHD Vest, Inc. is an American financial services firm, which offers tax and other financial planning consultations to its customers. Founded in 1983 as "HD Vest Investment Securities, Inc.", the company now operates under the name "HD Vest Financial Services". Headquarters: Irving, TX CEO: Todd Mackay AUM: US$ $37 billion (2015) Parent organization: Blucora Founder: Herb D. Vest Founded: 1983
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H D Vest Employees
H D Vest October 2013 - Present
Xclusive Tax Services January 2007 - Present
Future Xclusives/Futurexclusives July 2002 - June 2010
Brooks Landing Business Showcase September 2009 - April 2010
Skills
Finance, Small Business, Auditing, Income Tax, Financial Analysis, Entrepreneurship, Management, E-commerce, Retail, Networking, Management Consulting, Cash Flow, Tax, Financial Accounting, Strategic Financial..., Accounting, Sales Tax, Tax Professional, Start-ups, Web Marketing, Financial Statements, Financial Reporting, Payroll, Tax Preparation, Corporate Tax, Account Reconciliation, Financial Planning, Business Consulting, Internet Marketing
Education
Test Teachers 2013 — 2013
Licenses, Series 6, 63 and Life, Accident, And Health Licenses
State University of New York College at Buffalo 1997 — 2002
Bachelor of Science, Economics; Applied Economics
Kennard Wealth Management January 2014 - Present
Financial West Group January 2006 - December 2013
Emily C Bowen PLLC November 2006 - December 2011
Bowen and Barber January 1995 - November 2006
H D Vest November 1991 - December 2005
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Portfolio Management, Retirement, Financial Analysis, Investment Advisory, Asset Allocation, Asset Management, Insurance, Financial Advisory, Securities, Socially Responsible..., Financial Planning
Education
Miami University 1963 — 1967
Bachelor of Science, Education
East Grand Rapids High School 1960 — 1963
Common Cents Financial Services November 1994 - Present
Jackson Hewitt Tax Service November 1994 - Present
H D Vest 2003 - 2009
Skills
Strategic Financial..., Financial Analysis, Retirement Planning, Investments, Small Business, Wealth Management, Accounting, Tax, Mortgage Lending, Franchising, Finance, Mergers & Acquisitions, Real Estate, Tax Preparation, Financial Services
Education
Keller Graduate School of Management of DeVry University 2013 — 2013
Becker CPA prep course, Becker CPA prep course
Virginia Polytechnic Institute and State University 1986 — 1990
B.S., Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1986 — 1990
Bachelor of Science (B.S.), Finance, General, plus a concentration in Accounting
Fujitsu July 2015 - Present
Arrow Professional Services January 2013 - May 2015
CSC March 2005 - December 2012
United States District Court November 2001 - August 2004
United States District Court February 1998 - November 2001
H D Vest June 1996 - February 1998
Skills
Strategy, Program Management, Business Development, Cross-functional Team..., Leadership, Outsourcing, Management, Vendor Management, Strategic Planning, Executive Management, Marketing Communications, CRM, Marketing, Proposal Writing, Account Management, Training, Leadership Development, New Business Development, Professional Services, Change Management, Proposal Production, Project Management, Strategic Partnerships, Business Process..., Presenting Proposals, Proposal Leadership, Event Management, Proposal Generation, IT Strategy, Competitive Analysis, Analysis, Consulting, Start-ups, Sales, Sales Management, Sales Presentations, Marketing Strategy, Market Research, Brand Development, Public Relations, Management Consulting, Brand Management, Business Alliances, Corporate Communications, Strategic Communications, Process Improvement, Business Analysis
Education
The University of Texas at Dallas 1999 — 2001
Master of Public Administration, Public Relations, Advertising, and Applied Communication, 4.0
The University of Texas at Austin 1993 — 1996
Bachelor of Arts, Government
Wells Fargo July 2015 - Present
H D Vest June 2012 - July 2015
Oppenheimer & Co. October 2007 - June 2012
State Street Bank September 2006 - September 2007
Skills
Certified Financial..., Investments, Series 7, 401k, Retirement Planning, Mutual Funds, Series 63, Fixed Annuities, Asset Allocation, Series 65, Bonds, Financial Planning, Wealth Management, Term Life Insurance, Licensed Life Insurance..., Annuity Sales, series 31, Income Investing, Options, 401k Rollovers, Alternative Investments, Equities, Whole Life insurance, Personal Financial..., Financial Advisory, Portfolio Management, Retirement, IRAs, Customer Service, ETFs, Financial Services, Securities, Asset Management, Investment Advisory, Financial Risk, Investment Strategies, Risk Management, FINRA
Education
UMass Boston
Bachelor's degree, Economics
UNLV
finance / economics
savio 1991 — 1995
Bryant University 2014 — 2014
Certified Financial Planner, Financial Planning and Services
H D Vest July 1978 - Present
Skills
Incomes Tax, Tax, Tax Preparation, Strategic Financial..., Small Business, Tax Advisory, Investment Advisor...
Education
University of South Carolina-Columbia
Doctor of Law (JD)
Newberry College
Bachelor of Science (BS), Accounting
H D Vest June 2010 - Present
Dave Ramsey - Lampo Group June 2008 - Present
Bryan Financial Services June 1992 - Present
Suncoast Chapter of the Florida Society of Enrolled Agents May 2009 - May 2011
E.K. Williams and Company June 1989 - June 1992
Barnett Bank 1984 - 1986
Skills
Tax, Strategic Financial..., Tax Returns, Corporate Tax, QuickBooks, Tax Law, Estate Planning, Small Business, Tax Preparation, Budgets, IRS, Financial Reporting, Strategic Planning, Investments, Process Improvement, Insurance, Retirement Planning, Analysis, Retirement, Stocks, Mutual Funds, Small Business..., 401k Rollovers, Long Term Care Insurance, Life Insurance, Fixed Annuities, Variable Annuities, IRAs
Education
National Tax Practitioner Institute 2006 — 2009
Graduate Fellow, Taxation
Presbyterian College 1982 — 1985
Bachelor of Science, Business Adminstration
H D Vest January 1999 - Present
R. C. Peters, CPA, ChFC, CLU November 1994 - Present
Brantner Thibodeau & Associates, CPA May 1992 - October 1994
General Business Services October 1989 - May 1992
United States Air Force October 1981 - July 1989
Skills
Tax Preparation, Tax, Income Tax, Financial Planners, Tax Advisory, Tax Returns, Finance, Corporate Tax, Tax Accounting, Strategic Financial..., IRS, Accounting, Bookkeeping, Insurance, Retirement Planning, QuickBooks, Preparation, Payroll Taxes, Tax Compliance
Education
Southern Illinois University, Edwardsville 1983 — 1986
MBA, Finance and Management
University of Illinois at Urbana-Champaign 1978 — 1981
BS, Communications/Advertising
University of Illinois at Urbana-Champaign 1975 — 1978
Bachelor of Science (B.S.), Institute of Aviation
Ameriprise Financial Services, Inc. November 2011 - Present
H D Vest November 1986 - October 2011
Andrikopoulos & Associates February 1982 - October 2011
Education
San Francisco State University
Bachelor of Business Administration (B.B.A.), Finance, General
Majors One-on-One Tax Service December 1993 - Present
Majors One-on-One Tax Service December 1992 - Present
Majors One-On-One Tax Service December 1992 - Present
"The Tax Lady Sings" Television Show November 2006 - April 2013
"The Tax Lady Sings" October 2006 - April 2013
H. D Vest July 2003 - August 2004
Skills
Creative Writing, Proposal Writing, Grant Writing, Superior Computer Skills, Entrepreneurial Finance, Home Based Business, Small Business, Accounting, Publishing, Payroll, Bookkeeping, Broadcast, Financial Reporting, Broadcast Television, Broadcast Journalism, Community Outreach, Communication Skills, Marketing Communications, tax news, online tax news, tax news anchor, tax news reporter, Video Production, Video Editing, Web Video, Digital Video, Tax Preparation, Social Networking, Public Speaking, Event Planning, Marketing, Television, Social Media, Customer Service, Coaching
Education
Ottawa University 2015 — 2017
Communications and Accounting
Ottawa University-Online 2011 — 2017
Communication, General
Nathan Grace Real Estate March 2013 - Present
Coldwell Banker February 2005 - March 2013
H D Vest January 1996 - January 2006
Skills
First Time Home Buyers, Single Family Homes, Real Estate, Buyer Representation, Seller's, Short Sales, Investment Properties, Foreclosures, Relocation, REO, Condos, Referrals
Education
Stephen F. Austin State University 1985 — 1989
Maugel & Purcell Financial Solutions May 2012 - Present
In the Zone Sports Cards 2010 - Present
1st Global May 2008 - October 2011
NFP Securities, Inc September 2000 - May 2008
Dain Rauscher 1998 - 2000
H D Vest 1995 - 1998
Skills
Series 7, Series 24, Series 65, Insurance Licensed- TX, Money Guide Pro, Morningstar, Insurance
Education
Texas Tech University 1991 — 1995
BBA, Finance
A W Parker, P.C. August 1988 - Present
H D Vest 1997 - September 2014
Memphis Bar Association December 2004 - August 2014
National Association of Tax Professionals October 2002 - August 2014
BNI 2014 - 2014
Tennessee Society of Enrolled Agents January 1998 - May 2012
TN-NATP 2010 - 2012
National Association of Enrolled Agents 1998 - 2011
Holiday Corporation/Promus Hotels 1987 - 1988
Skills
Tax, Tax Returns, Tax Preparation, Tax Accounting, Corporate Tax, Income Tax, Tax Advisory, Accounting, IRS, Estate Planning, Tax Law, Consolidation, Accounts Payable, Sales Tax, Cost Accounting, Accounts Receivable, Tax Research, Financial Reporting, Partnership Taxation, LLC, QuickBooks, Balance, Preparation, Small Business, Finance, High Net Worth..., Fixed Assets, Accountants, Auditing, Bookkeeping, S Corporations, Trusts, Personal Tax Planning, Payroll Taxes, Estate Tax Planning, Financial Planners, Strategic Financial..., General Ledger, Journal Entries, Cash Flow, Account Reconciliation, Financial Statements, International Tax, Payroll, Forensic Accounting, Financial Accounting, Retirement Planning, Financial Audits, Financial Planning
Education
Tax Court Study Group 2013 — 2014
Accounting
Christian Brothers University 1983 — 1988
BBA, Accounting
Prudential Financial March 2000 - Present
CNA Insurance March 1998 - March 2000
AEGON Americas June 1996 - March 1998
Royal Alliance Associates INC September 1994 - June 1996
H D Vest 1986 - 1994
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Series 6, Fixed Annuities, Wealth Management, Series 24, Investments, Retirement, Strategic Financial..., 401k, Asset Allocation, Securities, Investment Advisory, Series 65, Variable Annuities, Financial Advisory, Estate Planning, Wealth Management..., Pensions, Financial Planners, Financial Services, Separately Managed..., IRAs, Financial Planning
Education
Wharton School of Business 1989 — 1999
CIMA
Southeastern Oklahoma State University 1983 — 1987
BS, Business Marketing, Computer Science
Train Dynamics System New York Air Brake August 2012 - Present
Pioneer Natural Resources February 2010 - October 2010
H D Vest 2010 - 2010
Collabera May 2008 - May 2009
AT&T 2008 - 2009
Capgemini Energy 2006 - 2007
Idea Intergration 1993 - 1997
Grayhound 1995 - 1995
Skills
Captivate, Microsoft Office, E-Learning, Team Leadership, Employee Training, Leadership, Technical Writing, Instructor-led Training, Management, Needs Analysis, Adobe Acrobat, SnagIt, Project Management, Instructional Design, Training, Learning Management, Testing, Hands-on Training, Change Management, Recruiting, Process Improvement, Human Resources, Consulting, Software Documentation, Business Analysis, Learning Management..., Program Management, Blended Learning, Energy, PowerPoint, Talent Management, Workshop Facilitation, SharePoint, Dreamweaver, Microsoft Word, ADDIE, Photoshop, Technical Training, Visio, Team Building, Vendor Management, Content Management
Education
Southwestern Assemblies of God University
English, Hisory
The University of Memphis
History
University of Houston
History