H & R Block
Industry: Tax preparation company
DescriptionH&R Block, Inc., or H&R Block, is an American tax preparation company operating in North America, Australia, and India. The company was founded in 1955 by brothers Henry W. Bloch and Richard Bloch. As of 2018, H&R Block operates approximately 12,000 retail tax offices staffed by tax professionals worldwide. Customer service: 00 1 800-472-5625 Headquarters: Kansas City, Missouri, United States CEO: Jeff Jones Subsidiaries: H&R Block ltd, H&R Block Services Inc,
H & R Block List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at H & R Block. You can filter them based on skills, years of employment, job, education, department, and prior employment.
H & R Block Salaries. You can even request information on how much does H & R Block pay if you want to. Learn about salaries, pros and cons of working for H & R Block directly from the past employees.
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1,760 H & R Block employees in database. Find out everything there's to know about H & R Block employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
H & R Block Employees
Lonza March 2013 - August 2013
H & R Block January 2013 - March 2013
Whirlpool Corporation March 2006 - November 2012
Skills
Typing, Data Entry, Client Billing, Business Communications, Customer Service, Bookkeeping, Secretarial Skills, Compliance
Education
Bryan College 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services, 4.0 GPA
Cleveland State Community College 2010 — 2012
Associate's degree, Business Management, 3.8 GPA
Edward C Hawkins & Co Limited August 2014 - Present
Kreider & Company, LLC November 2013 - May 2014
Leasure Tushak Accounting & Tax Services January 2013 - May 2013
H & R Block January 2011 - April 2011
Prince George High School August 2008 - June 2010
Skills
QuickBooks, Peachtree, Tax Preparation, Payroll Taxes, Bookkeeping, Microsoft Excel, Microsoft Word, Microsoft Access, Outlook, PowerPoint, Tax, Accounting
Education
University of Maryland 2010 — 2011
Graduate Certificate, Accounting
Edinboro University of Pennsylvania 2006 — 2008
Master's Degree, Secondary Education and Teaching
Bryn Mawr College 2002 — 2006
Bachelor's Degree, Mathematics
Ted's Montana Grill February 2013 - September 2013
cpi September 2011 - April 2012
Alliance Adjustment Group, Inc. November 2010 - March 2011
h & r block January 2009 - April 2009
The Little Gym October 2004 - July 2006
bucks county river country June 2004 - August 2005
target portrait stuido October 2003 - April 2004
Skills
Social Media, Microsoft Office, Customer Service, Event Planning, Social Networking, Teaching, Sales, Research
Education
Western Governors University 2010 — 2015
Bachelor's degree, Secondary Math Edu
Bucks County Community College 2005 — 2010
Central Bucks East 2000 — 2004
high school
Arts & Facts Podcast August 2012 - Present
Advance Insurance April 2012 - August 2012
H & R Block January 2012 - April 2012
H&R Block January 2011 - April 2011
Skills
10 Key, Data Entry, Customer Service, Outlook, Microsoft Excel, Inventory Management, Retail, Microsoft Office, Cashiering, Phone Etiquette, Microsoft Word, Filing, Spreadsheets, File Management, Podcasting, Audio Editing, Tax Preparation, Invoicing, Office Management, Telephone Skills
Education
Utah Valley University
Art and Visual Communication
Brigham Young University
Interior Design
H&R Block December 2008 - Present
H & R Block December 2008 - April 2014
Skills
Accounts Receivable, Customer Service, Clothing and Design, Tax, QuickBooks, Accounts Payable, Tax Returns, Bookkeeping, Payroll, Tax Preparation, Accounting, Tax Law, Tax Advisory, Income Tax, Tax Accounting, Tax Research, Strategic Planning, Customer Satisfaction, Customer Retention, Microsoft Excel
Education
Baruch College 1984 — 1985
Accounting
Borough of Manhattan Community College 1972 — 1973
Assoc of Arts, Liberal Arts
Roxbury Multi Service Center July 2011 - Present
City of Boston Charles C Yancey July 2013 - September 2013
H & R Block November 1998 - May 2012
Atantic Chubhouse May 2004 - May 2011
Skills
Public Speaking, Research, Nonprofits, Teaching, Social Media
Education
ITT Technical Institute
Bunker Hill Community College
Human Development, Family Studies, and Related Services
EY July 2014 - May 2015
Reynolds & Rowella, LLP January 2014 - April 2014
H & R Block January 2008 - January 2014
Mercer November 1994 - March 2003
Citi May 1994 - November 1994
Stony Brook University February 1989 - December 1990
Skills
Individual Taxation, Tax Research, Small Business Tax..., Income Tax Planning, Tax Controversy, Global Equity Comp, Intl. Project Management, Business Relationship..., International Tax..., Intl. Deferred..., Vendor Relationships, Tax, Income Tax, Project Management, Tax Preparation, Tax Returns, Tax Law, International Tax, Small Business, IRS, Tax Accounting, Financial Planners
Education
Boston University School of Law 1991 — 1993
Master of Laws (LL.M.), Taxation
State University of New York at Stony Brook 1990 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Government Law College, University of Bombay 1980 — 1993
Bachelor of Laws (LL.B.), Law
University of Bombay
Bachelor of Science (B.Sc.), Chemistry, Zoology
Ketel Thorstenson, LLP July 2014 - Present
Ketel Thorstenson, LLP December 2009 - Present
Accounting Associates May 2006 - December 2009
H & R Block January 1990 - October 2009
Anderson & Meihack, CPA's December 1997 - May 1999
Joyce Drummer Accounting July 1996 - August 1997
Skills
Tax Returns, Accounting, Payroll, Small Business, Bookkeeping, Tax, Tax Return Preparation, Tax Preparation, Federal Tax, Corporate Tax, Small Business..., Depreciation, Tax Reporting, Journal Entries, Fixed Assets, Tax Advisory, Payroll Processing, Business Tax, payroll taxes, Income Tax, General Ledger, Financial Statements, Partnership Taxation, CPA, QuickBooks, Financial Accounting, Tax Research, Tax Accounting, Payroll Taxes
Education
Buena Vista University 1995 — 1997
BA, Accounting
Marshalltown Community College 1993 — 1995
Associate Degree, Accounting
University of Iowa 1990 — 1992
Physics
Western Hills Realty August 2012 - Present
H & R Block January 2011 - Present
Mefford Construction May 1984 - December 2009
Skills
Microsoft Excel, Budgets, Accounting, QuickBooks, Financial Analysis, Sage, Process Scheduler, 10 Key, Microsoft Office, Customer Service, Project Management, Construction, Project Planning, Microsoft Word, Public Speaking, Contract Negotiation, Strategic Planning, Operations Management
Education
Brigham Young University 1978 — 1981
Bachelor's degree, Building Construction Management
UBS Wealth Management January 2011 - Present
H & R Block January 2011 - May 2012
Fifth Third Bank March 2009 - May 2011
Waddell & Reed January 2008 - February 2009
Edward Jones May 2007 - December 2007
Ingrams Water & Air July 2003 - May 2007
Arlex Technologies May 2003 - July 2003
Innovative Technical Solutions, LLC March 2001 - May 2003
USAF May 1988 - August 1995
Skills
Investments, Financial Services, Finance, Series 7, Securities, Fixed Annuities, Health Insurance, Uniform Combined State..., Mutual Funds, Series 66, Term Life Insurance, Sales, Financial Advisory, Portfolio Management, Wealth Management, Annuities, Social Security, Strategic Financial...
Education
Brescia University 1996 — 2000
BS
Owensboro High School 1982 — 1986
H & R Block January 2000 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Accounting
Education
Buena Vista University
Bachelor's degree, Personnel and System Management
Weech Management Services LLC May 2011 - Present
RMS Consulting LLC January 2010 - June 2011
H & R Block 2004 - 2008
Marriott International 1994 - 1996
Skills
Event Management, Event Planning, Budgets, Hospitality Management, Contract Negotiation, Public Speaking, Management, Leadership, Corporate Events, Negotiation, Customer Service, Economics, Management Consulting, Microsoft Office, Marketing Strategy, Time Management, Tourism, Social Media, Close Attention to..., Customer Satisfaction, Spanish, Cvent, Certified Tax Preparer, WordPress, Microsoft Excel
Education
The George Washington University - School of Business 2012 — 2014
Event Management Certification Program
Brigham Young University 1988 — 1993
BA, Economics
H & R Block November 2004 - Present
Skills
Microsoft Word, Customer Service, PowerPoint, Windows, English, Java, Project Planning, Microsoft Excel, Financial Analysis, Microsoft Office, Team Building, Leadership, Payroll, Strategic Planning, Photoshop, Retail, QuickBooks, HTML, Research, Data Entry, Inventory Management, C++, Budgets, C, SQL, JavaScript, Outlook, Public Speaking, Editing, Matlab, Public Relations, Marketing Strategy, Event Management, Teamwork, Negotiation, Project Management, Accounting, Event Planning, Coaching, Teaching, Sales, Social Media, Team Leadership, Sales Management
Education
Barry University 1996 — 2000
Master of Human Resource Training and Development, Human Resources Management and Services, 4.0
Western Governors University 2013 - 2013
Julie Worthington Website 2007 - 2013
H & R Block January 2008 - March 2008
Skills
Teaching, Writing, Lesson Planning, Microsoft Word, Microsoft Excel, Organization, Accounting, Management, Policy, Elementary Education, Time Management, Research, Creative Writing, Special Education, Literature
Education
Western Governors University 2010 — 2014
Master of Education (MEd), Educational/Instructional Technology
Bryan College 2010 — 2013
BS, Business Administration and Management, General
Western Governors University 2010 — 2013
Bachelor of Arts, Special Education, Special Education and Teaching
Bohler Uddeholm Precision Strip LLC May 2011 - Present
CVS Pharmacy May 2007 - June 2011
H & R Block January 2010 - April 2011
Skills
Tax Preparation, Tax, Tax Research, Income Tax, Tax Returns, Tax Accounting, Accounting, QuickBooks, Account Reconciliation, Financial Reporting, Financial Statements, GAAP, Accounts Receivable, Microsoft Excel
Education
University of Akron 2005 — 2010
Bachelor's in Accounting, Accounting
Bowling Green State University 2004 — 2005
Retired January 2012 - Present
H & R Block 2003 - Present
HR Block Tax and Business Services January 2003 - April 2012
Skills
Tax Preparation, Tax Returns, Income Tax, Tax Research, Tax, Tax Accounting, Financial Statements, Fixed Assets, General Ledger, Bookkeeping, Journal Entries
Education
HRBlock 2001 — 2012
Over 700 hours of classes, Tax Law/Taxation, 80% or better
Barstow Community College 1974 — 1976
AA, Accounting
Ana Barnabe CPA LLC January 2012 - Present
H & R Block January 2004 - August 2011
Skills
Tax Returns, Bookkeeping, Tax Preparation, Income Tax, Quickbooks, Sales Tax, Accounting, IRS, Tax Accounting, Tax Research, Payroll Taxes, Corporate Tax, Tax Advisory, Partnership Taxation, Tax, QuickBooks
Education
Loyola College in Maryland 1993 — 1998
Masters Degree, Business
Bryant University 1979 — 1983
Bachelors Degree, Accounting
H & R Block January 2006 - Present
Braddock and Logan LLC September 2001 - May 2003
UBS (Paine Weber) May 1999 - August 2001
Provident Funding Associates L.P. August 1998 - May 1999
Skills
Bookkeeping, Tax Preparation, Financial Advisory
Education
Cal State Hayward 1994 — 1997
BS, Business Administration focus on Accounting
Aquatic Navigation, Inc. 2008 - Present
H & R Block April 2008 - April 2012
Four Seasons Coach Leasing 2005 - 2010
Essex Coach 1985 - 1999
Skills
Yachting, Maritime, Sailing, Shipping, QuickBooks, Bookkeeping, Budgets, Shipbuilding, Maritime Operations, Transportation, International Shipping, Marine Engineering, Ocean, Safety Management...
Education
Broward College 2009 — 2012
Trans-West Security July 2012 - February 2013
H & R Block December 2011 - February 2013
Movie Gallery October 2009 - May 2010
Skills
Computer Hardware, Windows 7, Windows Vista, Microsoft Office, CompTIA A+ Certification, Laboratory Safety, Laboratory Equipment, Microbiology, Molecular Biology, Agarose Gel..., Aseptic Technique, RNA isolation, DNA extraction, Western Blotting, Pipetting, PCR, ELISA, Experimental Design, Research, Tax Preparation
Education
California State University-Bakersfield 2008 — 2009
Bachelor of Science (BS), Biology, General
Bakersfield College 2004 — 2007
Associate of Science (AS), Biology, General / Communication
Jewish Federation of Greater New Haven 2010 - 2011
Jewish Comunity Center of Greater New Haven 2005 - 2010
Jewish Community Center of Greater New Haven 2002 - 2005
ECHN (Woodlake at Tolland) January 2000 - January 2002
H & R Block January 1998 - January 2000
Willimantic YMCA 1995 - 2000
Consultant / Self-Employed January 1993 - January 1995
HealthWorks January 1987 - January 1993
YMCA January 1981 - January 1987
Education
Rensselaer Polytechnic Institute
Master, Business Administration
Boston University
Master of Arts, Education, Leisure Studies
University of Massachusets 1968 — 1972
Bachelor of Arts, Physical & Health Education, Mathematics
University of Hartford
H&R Block January 1988 - Present
H&R Block September 1994 - Present
H&R Block June 2014 - Present
H & R Block November 1993 - November 2012
Skills
IRS Enrolled Agent, Tax Instructor, IRS, Tax Preparation, Tax Research, Tax Returns, Income Tax, Personal Income Tax..., Skills Instructor, Tax Returns for every...
Education
Bentley College
Accounting
O'Connor Davies LLP January 2012 - Present
H & R Block December 2007 - January 2012
Deans Archer & Co February 2008 - December 2011
Richard Marmon-Halm, CPA December 2004 - January 2008
Modells Sporting Goods June 1999 - December 2005
M.R. Comart LLC March 2004 - May 2004
Skills
Accounts Payable, Accounts Receivable, Account Reconciliation, QuickBooks, Accounting, GAAP, General Ledger, Auditing, Financial Statements, Internal Controls, Bookkeeping, Bank Reconciliation, Tax
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
BBA, Accounting
University of Technology 1997 — 1999
Diploma, Accounting
Bristol County Agricultural High School September 1994 - Present
H & R Block January 1979 - Present
Skills
Customer Service, Accounting, Tax, Tax Preparation, Tax Returns, QuickBooks, Bookkeeping, Microsoft Office, Microsoft Excel, Budgets, Financial Analysis, Account Reconciliation, Accounts Payable, Auditing, Payroll, Accounts Receivable, Financial Reporting
Education
Bridgewater State College 1975 — 1977
Master of Arts in Teaching (MAT), Mathematics
University of Massachusetts, Amherst 1970 — 1974
Bachelor of Science (BS), Mathematics
H & R Block 1999 - Present
Associated Artists of Butler County 2004 - Present
Communefx - An MDC Partners Company 2000 - 2009
Aquent 1999 - 2007
ServiStar 1997 - 1998
Eagle Graphics 1993 - 1997
The Wall Street Journal 1989 - 1993
Butler County Family YMCA 1982 - 1984
USICA 1979 - 1982
Skills
QuickBooks, PowerPoint, Microsoft Excel, Quicken, Bookkeeping, Microsoft Office, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Tax Preparation, Spreadsheets, Payroll, Invoicing, Payroll Taxes, Financial Statements, Tax Returns, Balance, Journal Entries, Expenses, Bank Reconciliation
Education
Butler County Community College 1999 — 2007
Associate's degree, Accounting and Business/Management
Mid-Florida Technical Institute 1992 — 1993
Graphic Design
Addepar November 2014 - Present
Citigroup via Incandescent Technologies, Inc. August 2012 - October 2014
The Triana Group, Inc. August 2012 - August 2013
BMC Software March 2006 - May 2012
San Francisco Public Press March 2008 - March 2010
H & R Block December 2002 - March 2006
H & R Block December 2002 - March 2006
Skills
Business Intelligence, Product Management, Agile Project Management, Business Requirements, Machine Learning, Data Science, Cloud Applications, Database Tools, Product Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Master of Business Administration
NYU Stern School of Business 2012 — 2012
Master of Business Administration (M.B.A.), Semester in Start-up financing
Illinois Institute of Technology 2000 — 2002
Masters in Computer Systems Engineering
Birla Institute of Technology and Science 1996 — 2000
B.S, Electronics & Instrumentation
Honey Farms, Inc. October 2009 - February 2013
H & R Block 2004 - 2009
Skills
Test Automation, Microsoft Word, User Acceptance Testing, QuickBooks, Vendor Management, Budgets, Testing, Microsoft Office, Software Quality..., Accounting, Microsoft Excel, Tax Preparation, Leadership, Regression Testing, Quality Center, Quality Assurance, SDLC, Order Management, Business Analysis
Education
Bentley University 1983 — 1985
Bachelor of Science, Computer Information Systems
UMass Dartmouth 1981 — 1982
Accounting
Nipmuc Regional High School
Costco Wholesale February 2012 - Present
H & R Block November 2010 - January 2012
SAFEWAY INC January 2008 - January 2011
SAFEWAY INC January 2004 - January 2009
SAFEWAY INC January 2002 - January 2004
SAFEWAY INC January 1998 - January 2002
SAFEWAY INC January 1995 - January 1998
SAFEWAY INC January 1993 - January 1995
SAFEWAY INC June 1990 - January 1993
Skills
Tools & Techniques of..., Dynamic Scheduling with..., Effective Contracting &..., Ensuring Quality in..., Enhancing Team..., RUP Implementation, TenStep Project..., Deployment Process, Visio, SharePoint, HTML, SDLC, Vendor Management, Microsoft Office, MS Project, Process Improvement, Business Analysis, Project Planning, Team Leadership, Cross-functional Team..., Change Management, Analysis, ITIL, Project Management, Projects, Software Documentation, Assessing and Managing..., Tuckman's Group..., XHTML, Adobe Dreamweaver CS5, Scheduling, Deployment, Documentation, Mentoring, Quality Assurance, Requirements Gathering, Problem Solving, Vendor Relations, Data Analysis, Customer Service, SQL, Customer Relations, Requirements Analysis, Training, Testing, Disaster Recovery, Data Center, PMP, Project Portfolio..., Enterprise Software
Education
Bellevue Community College 2011 — 2011
Certificate of Accomplishment, Project Management
Kwantlen Polytechnic University 1988 — 1990
Diploma, Computer Information Systems
NeuAnalytics May 2015 - Present
eScreen April 2011 - Present
Francis Schaeffer Studies November 2010 - Present
Teva Neuroscience January 2009 - April 2011
Embarq October 2007 - December 2008
TEKsystems 2006 - 2008
MCG 2000 - 2008
Datacore Marketing October 2005 - December 2007
H & R Block March 2000 - March 2007
Shook, Hardy and Bacon L.L.C. February 2005 - December 2005
Skills
SQL Server, SSIS, Reporting Services, Analysis Services, Data Warehouse..., VB.NET, C#, XML, Kimball Methodology, Oracle SQL, Siebel, Data Profiling, Spatial Data, Melissa Data, BIxPress, Task Factory, Geocoding, Database Marketing, Microsoft SQL Server, SSRS, Data, ETL, SQL, Databases, IIS, Performance Tuning, Software Documentation, SharePoint, Business Intelligence, Visual Studio, ASP.NET, Visual Basic, Software Development, Visio, Data Warehousing, .NET, ASP, JavaScript
Education
Telos Biblical Institute 2008 — 2013
Theology, Philosphy and Apologetics
Biola University 2012 — 2012
Certificate in Christian Apologetics, Christian Apologetics
Skagit Valley Community College 1993 — 1996
Computer Infomation Systems, UCT
Tyndale Theological Seminary
Theology/Theological Studies
V Fix May 2014 - Present
NYC Department of Education October 1997 - Present
Department of Education 1997 - 2011
H & R Block 2006 - 2009
NYC Department of Education October 1998 - 2009
L. G. Plumbing 1993 - 1997
Daniel F. Young 1987 - 1992
E. F. Hutton February 1986 - December 1987
Skills
Staff Development, Educational Leadership, Research, PowerPoint, Educational Technology, Access, HTML scripting, Web Development, Network Security, Tax Preparation, Jewelry Design, Small Business, Higher Education, Spanish, Curriculum Development, Event Planning, Management, Project Management, Technology Integration, Teacher Training, Instructional Technology
Education
Borough of Manhattan Community College 2005 — 2007
CCNA, Cisco
MR Direct Sinks June 2011 - Present
Urban Active Fitness June 2010 - March 2011
H & R Block December 2008 - July 2010
Options Travel Inc May 2007 - August 2008
Citifest Incorporated May 2007 - August 2007
Bowling Green State University Ice Arena August 2002 - February 2005
Skills
Human Resources, Fishbowl Inventory, QuickBooks, Maximizer, UPS Worldship, FedEx, YRC Freight, Dayton Freight, V Tiger, Trade Shows, Order Processing
Education
Bowling Green State University 2002 — 2007
Education, Recreation/Tourism
Commonwealth of Massachusetts Department of Transitional Assistance September 2015 - Present
SEIU Local 509 - The Massachusetts Human Service Workers Union April 2014 - Present
Pwach509 photography June 2013 - Present
Commonwealth of Massachusetts Dept. of Transitional Assistance 2001 - August 2015
Tobolsky & Wachsler CPAs, LLC May 2008 - 2012
Mildred Tobolsky CPA MST CFP June 2005 - 2008
H & R Block October 2001 - March 2005
Department of Public Welfare 1996 - 2001
Commonwealth of Massachusetts Department of Public Welfare 1989 - 1996
Commonwealth of Massachusetts Department of Public Welfare July 1987 - January 1989
Skills
Tax, Research, Word, Customer Service, Strategic Planning, Writing, Accounting, Financial Analysis, Case Management, Interviewing, SNAP, Social Services, Social Networking, Problem Solving, Constituent Services, Government Relations, Assessment, Screening, Advocacy, Outlook, Customer Relations, Policy, Policy Analysis, Social Media, Microsoft Excel, Microsoft Word, Photography, Photoshop, Image Editing, Case Managment, Interviews, Tax Accounting, Analysis, Management, Tax Returns, Training, Staff Development, Government, Tax Preparation, Time Management, Tax Law, Community Outreach, Budgets, Teaching, Proposal Writing, Politics, Volunteer Management, Public Speaking, Finance, PowerPoint
Education
University of Massachusetts Boston 2008 — 2014
Master's Degree, Accounting
EOHHS Sucession Planning 2012 — 2013
Certificate received June 2013, Policy
EOHHS Aspiring Supervisor Program 2011 — 2013
Cetrtificate recievied June 2013
EOHHS Mentoring 2012 — 2013
Certificate received June 2013
SEE IRS administered exam 2004 — 2004
Boston University 1984 — 1986
BA, Sociology & Philosophy
University of Massachusetts at Lowell 2007 — 2007
none, towards an MBA
Suffolk University - Sawyer School of Management 1993 — 1993
none, towards an MPA, Masters in Public Adminstration
University of Massachusetts Boston 1988 — 1989
none, towards MS in Human Services
Drew University 1982 — 1984
none, toward a BA in Philosophy & Behavioral Science
Re/Max Realty Services January 1995 - Present
H & R Block January 1994 - April 1996
Sunshine Instruments 1984 - 1996
Skills
ABR, Sellers, First Time Home Buyers, Foreclosures, Investment Properties, Real Estate Transactions, Selling, Real Estate, Move Up Buyers, SFR, Buyers, Property, Townhomes, Buyer Representation, Seniors, Relocation Buyers, New Home Sales, Relocation, Referrals, e-PRO, Sales
Education
George Washington High School 1982 — 1985
Business
Bucks County Community College
Business
Cleanrite Cleaning Co June 1987 - Present
Keller Graduate School June 2010 - December 2012
H & R Block January 2005 - April 2011
Advance America Cash Advance January 2008 - July 2008
Prudential Insurance Company of America January 1985 - January 1986
Skills
Customer Service, Microsoft Office, Data Entry, Networking, Account Reconciliation, Insurance, Sales, Information Technology, Retail, Advertising, Finance, 10 Key, Small Business, Accounting, QuickBooks, Payroll, System Administration, Leadership, Budgets, Outlook, Tax, Business Planning, Bookkeeping, General Ledger, Time Management, Auditing, Project Management, Fundraising, Accounts Receivable, Microsoft Word, Invoicing, Entrepreneurship, Strategic Financial..., Team Building, Training, Financial Analysis, Process Scheduler, Financial Planning, Negotiation
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General Accounting
H & R Block 2005 — 2011
Tax Specialsit III, Tax Law/Taxation
Cuyahoga Community College 2004 — 2004
Certificate, Information Technologies Cohort
Bowling Green State University 1981 — 1983
BS, Selling and Sales Management Administration
Computer Savvy
Angels Baseball, Anaheim Ducks, Los Angeles Dodgers March 1995 - Present
Van Wagner Big Screen Network Productions 2011 - Present
H & R Block December 2007 - Present
Collectors Universe February 1998 - July 2005
Auto Zone - Chief Auto Parts 1987 - 1998
Skills
Video, Sports, Sports Marketing, Event Management, Video Production, Event Planning, Final Cut Pro, Broadcast, Sponsorship, Video Editing, Social Media, Entertainment
Education
California State Polytechnic University-Pomona 1983 — 1987
Education
H&R Block August 2014 - Present
H&R Block June 2009 - August 2014
H & R Block June 2000 - June 2009
7-Eleven 1998 - 2000
PSI/ BP 1996 - 1998
Retail Jewelery Industry June 1990 - June 1996
Skills
Bilingual-Spanish, Franchising, Retail Management, P&L Management, Business Planning, Marketing Strategy, Business Strategy, Training, Strategic Planning, Profit, Management, Forecasting, Strategy, Operations Management, Payroll, Store Management, Small Business, Budgets, CRM, Retail, Customer Satisfaction, Recruiting, Sales
Education
University of Missouri-Kansas City 2011 — 2011
Certificate, H&R Block Leadership Development Certificate Program
California State University-Dominguez Hills 2002 — 2004
MBA, International Business
California State University-Long Beach - College of Business Administration 1993 — 1997
BS, Accountancy
Gemological Institute of America 1992 — 1993
Graduate Gemologist, Gemology
Move, Inc May 2014 - Present
Move, Inc February 2014 - May 2014
H & R Block January 2008 - April 2014
Move, Inc July 2013 - February 2014
California Lutheran University August 2008 - May 2011
Dennis Uniform June 2007 - September 2007
Skills
Tax, Microsoft Excel, PowerPoint, Teamwork, Accounting, Strategic Financial..., Financial Analysis, Microsoft Word, Income Tax, Microsoft Office, Outlook, Budgets, Tax Preparation, Marketing, Customer Service, Tax Returns, Time Management, Strategic Planning, Management, Financial Planning, Personal Financial..., QuickBooks, Spanish
Education
California Lutheran University 2011 — 2012
Master of Business Administration, Financial Planning
California Lutheran University 2007 — 2011
Bachelor of Science, Business Administration
Crespi Carmelite High School 2003 — 2007
High School Diploma
Trio Student Success October 2011 - Present
H & R Block January 2004 - Present
ISU September 2009 - May 2011
ARC Academy September 2007 - June 2009
Progress Made Possible June 1998 - February 2003
Skills
Customer Service, Research
Education
Idaho State University 2005 — 2011
Occupational Therapy/Physical Therapy
Brain Gym International 1996 — 1998
licensure, Brain development specialist
Brigham Young University - Idaho 1987 — 1988
Music
Wealth Enhancement Group October 2014 - Present
PrairieView Partners September 2008 - June 2014
Irwin Schaffer, LLC September 2008 - June 2014
H & R Block 1995 - 2009
Education
Briar Cliff University
Bachelor of Business Administration (B.B.A.)
Andover Fabrics June 2014 - Present
Full Picture December 2009 - June 2014
Gray, Gray and Gray LLP January 2009 - April 2009
H & R Block January 2007 - April 2008
Skills
Accounting, Tax Preparation, Financial Reporting, QuickBooks, Tax Research, Tax Returns, Tax Accounting, ProSystem fx Tax, Financial Accounting, Financial Statements, Internal Controls, Microsoft Excel, Magento, a2000, Teamwork Retail, Tax
Education
Bentley University 2008 — 2009
Master of Science, Accounting
University of Delaware 2002 — 2006
B.M. (Bachelor of Music), Music Performance - Clarinet
H & R Block March 2005 - Present
Buck Barn October 2002 - Present
H&R Block 1990 - Present
Stanley Hardware 1987 - 1995
Western Auto 1981 - 1987
Skills
Tax Preparation, Tax, Bookkeeping, Income Tax, Small Business, Claims Adjuster
Education
Baker University 2010 — 2015
Baker University 1985 — 1986
Sumner Academy of Arts and Sciences 1979 — 1985
La Habra City School District March 2015 - Present
La Habra City School District April 2014 - February 2015
Aberdeen Inc. LLC September 2011 - April 2014
Mitsubishi Electric Visual and Imaging Systems June 2010 - September 2011
Biola University June 2008 - May 2010
H & R Block November 2000 - April 2003
Skills
Active Directory, Altiris, Bomgar, Blackberry, Imaging, Visio, Windows 7, Microsoft Excel, Microsoft Word, Mac, Windows, MySQL, XP, Technical Support, System Administration, Enterprise Storage, RAID, Windows Server, SAN, NAS, LSI, Storage Solutions, Red Hat Linux, VMware ESX, Word, Apple Macintosh, Excel, C++, IP Networking, Servers, Testing, Storage, Networking, BBQ, Help Desk Support, A+ Certified, OS X, VMware, VPN, Troubleshooting, Network Security, Firewalls, Hardware, Cisco Technologies, Citrix, Symantec Endpoint..., Computer Hardware, Dell Computers, DNS, Network Administration
Education
Biola University 2007 — 2010
Bachelors of Science, Business Administration, Emphasis in Management Information Systems
ITT Technical Institute-San Dimas 2004 — 2007
Associates of Science, Computer Network Systems
Saint Peter's University August 2015 - Present
East Stroudsburg University August 2015 - Present
Middlesex County College February 2015 - Present
SUNY Orange August 2014 - Present
Pace University September 2013 - Present
H & R Block December 2002 - Present
Design Strategy Corporation December 2013 - August 2014
Gucci America June 2011 - November 2013
Raritan Valley Community College February 2010 - August 2013
Passaic County Community College September 2007 - December 2011
Skills
Microsoft Excel, Databases, Microsoft Office 2007, Access, Training, Staff Development, PowerPoint, Public Speaking, Microsoft Office, Teaching, Customer Service, Team Building, Outlook, Research, Visio, Coaching, Workshop Facilitation, Higher Education, Non-profits, Microsoft Word, Technical Support, XP, Active Directory, Windows Server, Windows XP, Networking, Servers, Software Installation, Troubleshooting, VPN, Lotus Notes, System Administration, Software Documentation, Windows 7, Help Desk Support, LAN-WAN, SharePoint, Computer Hardware, Windows, Analysis
Education
Pace University 2012 — 2015
Doctorate of Professional Studies (DPS), Computing
PC Age-Jersey City 2011 — 2011
Capella University 2009 — 2010
University of Phoenix 2004 — 2006
MBA, Accounting
Pace University 1992 — 1996
MS Information Systems, Information Systems
City University of New York-Baruch College 1986 — 1991
BBA, Computer Information Systems
Wellpoint Anthem March 2011 - Present
Wells Fargo Bank April 2010 - April 2011
H & R Block December 2009 - April 2010
Skills
Customer Service, Health Insurance, Claims, Business Analysis, Leadership, Call Center, Process Improvement, Sales, Training, Account Management, Insurance, Underwriting, Employee Benefits, Risk Management, Claim, Data Entry, Life Insurance, Vendor Management, Outlook
Education
California State University, Fresno
B.A.
GE Energy July 2012 - Present
GE Trailer Fleet Services September 2008 - July 2011
H & R Block January 2005 - April 2010
GE Trailer Fleet Services September 2006 - July 2008
Transport International Pool July 1999 - September 2006
Recycling Industries February 1998 - September 1998
US Army November 1996 - December 1997
US Army September 1995 - November 1996
US Army May 1995 - September 1995
IL Army National Guard August 1993 - May 1995
Skills
Sales Support, Rentals, Accounting, Transportation, Logistics, Six Sigma, Cross-functional Team..., Operations Management, Financial Management, Team Leadership, Budgeting, Risk Management, Business Process..., Sales Operations, Inventory Management, Process Improvement, Compliance, Data Analysis, Supply Chain Management
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2010
MBA, Executive program Chicago IL
Joliet Junior College 2001 — 2004
AS, Computer Programming
Illinois State University 1993 — 1995
BS, Business Management
Illinois Central College 1992 — 1993
AS, Business Management
Bradley University 1991 — 1992
BS, Mechanical Engineering
Iowa State University 1989 — 1991
BS, Mechanical Engineering
.CLUB Domains March 2015 - Present
Teleperformance December 2010 - March 2015
US Department of Commrce, US Census Bureau May 2010 - June 2010
Instant Care, Inc. June 2009 - May 2010
H & R Block November 2008 - April 2009
Private Manufacturing Institutions April 2006 - November 2008
Levitt and Sons, LLC November 2000 - April 2006
Oriole Homes Corp March 1999 - February 2000
Medical Industries of America (MIoA) March 1998 - February 1999
Private Manufacturing Institutions April 1997 - February 1998
Skills
Accountants, Analysis, Account Management, Bookkeeping, Budgeting, Business Analysis, Business Intelligence, Business Planning, Data Analysis, Excel, Financial Analysis, Financial Planning, Financial Reporting, Hiring, Microsoft Office, Online Marketing, Operations, Operations Management, Organizational..., Organizing, Purchasing, Public Relations, Teaching, Teamwork, Team Leadership, Budgets, Microsoft Excel, Team Building, Marketing, CRM, Management, Leadership, Auditing, Training, Customer Service, Accounting, Strategy, Finance, Accounts Payable, Accounts Receivable, Account Reconciliation, Time Management, Financial Statements, General Ledger, Internal Controls, Cash Flow, Access, Strategic Planning, Invoicing
Education
H&R Block 2008 — 2008
Diploma, Basic Building Blocks, Premiere Income Tax
Best Programs (currently Sage Software) 1996 — 1996
Diploma, Making the Most for FAS
Florida Atlantic University 1987 — 1996
pursuing BS, Accounting and Finance
Broward College 1992 — 1995
Core Accounting Courses, Accounting and Finance
Florida International University 1992 — 1992
Core Accounting Course, Accounting and Finance
Grumman Data Systems Institute 1984 — 1984
Vocational Diploma, Computer Operations
Suffolk County Community College 1979 — 1982
Associate Degree, Business Administration and Management, General
Islip High School 1976 — 1979
Regents Diploma Math, Academic
Newcomer Funeral Service Group December 2013 - Present
Columbus State Community College March 1984 - Present
Businss Professionals of America 1986 - 2012
Ohio Dominican University January 2005 - December 2010
H & R Block 2009 - 2010
State of Ohio Department of Education 1973 - 1994
Skills
Research, Editing, Customer Service, Excel, Writing, Microsoft Office 2010..., Access, Word, PowerPoint, Teaching, Microsoft Word, Public Speaking, Staff Development, Event Management, Higher Education, Microsoft Excel, System Administration, Instructional Design, Leadership Development, Student Affairs, Adult Education, Leadership, Event Planning
Education
University of Cincinnati 1980 — 1984
Ed.D., Business, Education Administration
Bowling Green State University 1962 — 1966
M.Ed., B.S.Ed., Business, Education
UnityPoint Health - St. Luke's December 2013 - Present
UnityPoint Health - St. Luke's March 2011 - Present
1st Class Security November 2009 - April 2011
Sioux City Holiday Inn Downtown September 2005 - November 2009
Sioux City Holiday Inn Downtown April 2004 - September 2005
Crescent Electric Supply January 2004 - April 2004
Crescent Electric Supply January 1990 - January 2004
H & R Block January 2003 - April 2003
185 TFW January 1994 - January 1996
185 TFG January 1988 - January 1994
Skills
Accounts Receivable, Accounts Payable, Quickbooks, Data Entry, Customer Service
Education
Briar Cliff University 2012 — 2014
Bachelor of Applied Science (BASc), Human Resources Management and Services
Western Iowa Tech Community College 2010 — 2012
Associate's degree of Applied Sciences (AAS), Human Resources Management/Personnel Administration, General, 3.5
Western Iowa Tech Community College 2009 — 2012
Associate's degree of Applied Sciences (AAS), Accounting, 3.5
Western Iowa Tech Community College 2009 — 2012
Associate's degree of Applied Sciences (AAS), Personal Finance, 3.5
GIMP MANAGEMENT & TAX CONSULTANCY November 2009 - Present
H & R Block November 2006 - October 2009
Skills
Management Consulting, Tax, Financial Analysis, Financial Reporting, Accounting, Business Analysis, Strategic Financial..., ADP Payroll, Payroll
Education
Boston University 2008 — 2010
Msc. Banking & Finance
University of Cape Coast 1994 — 1998
B.com, Management & Accounting
Tema Secondary School 1991 — 1993
Advance Level Certificate, Management
H & R Block January 2014 - Present
Southgate Dental Care December 2004 - Present
Berlitz Corporation June 2001 - April 2004
Cincinnati Reds January 1999 - April 2004
Skills
Administration, Adult Education, Administrative..., Social Networking, Higher Education, Office Administration, Training, PowerPoint, Administrative...
Education
Florida Atlantic University 2010 — 2013
Bachelor's degree, Social Sciences education
Broward College 2007 — 2010
Associate of Arts (A.A.), Education
Boles Metzger Brosius & Emrick PC July 2011 - Present
H & R Block 2005 - 2011
Bel Air High School August 1986 - July 1996
Skills
Payroll, Payroll Taxes, Accounts Payable, Accounts Receivable, Financial Statements, Bank Reconciliation, Bookkeeping, Journal Entries, Account Reconciliation, Small Business, Tax Returns, Accounting, Income Tax, Tax, Tax Preparation, Corporate Tax
Education
University of Baltimore 1988 — 1993
Master of Business Administration (M.B.A.), Accounting
Bloomsburg University of Pennsylvania 1982 — 1986
Bachelor of Business Education, Busines Education
First Niagara Bank December 2012 - August 2014
RBC Bank October 2008 - March 2012
Wachovia Bank August 1997 - December 2007
H & R Block January 2001 - April 2001
Skills
Underwriting, Budgeting, Negotiation, Credit, Retail Lending, Small Business Lending, Corporate G, Compliance Management, Corporate Governance, Budgets, Corporate Law, Loans, Mortgage Lending, Coaching, Leadership, Training, Strategic Financial..., Retail Banking, Financial Analysis, Finance, Financial Services, Cross Selling, Strategy, Business Development, Investments, Portfolio Management, Management, Financial Risk, Customer Service, Financial Planning
Education
University of Phoenix 2008 — 2010
Masters, Accountancy
College for Financial Planning 1995 — 1997
CFP, Financial Planning
Bloomsburg University of Pennsylvania 1982 — 1986
Museum of Modern August 2000 - Present
H & R Block January 2000 - April 2000
Philips IPO/Graner Company July 1996 - January 2000
Skills
Accounts Payable, Account Reconciliation, Financial Reporting, Accounting, Accounts Receivable, Auditing, Payroll, Financial Statements, Bank Reconciliation, Journal Entries, Invoicing, Analysis, Tax Preparation, Consolidation, Payroll Taxes, Income Tax, Finance, General Ledger, Nonprofits, PeopleSoft, QuickBooks, Tax
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
B.B.A, Accounting
Borough of Manhattan Community College 1992 — 1995
A.A.S, Accounting
H & R Block January 2011 - Present
Education
British Columbia Institute of Technology
Town of Cohasset September 2013 - Present
Town of Bridgewater, MA April 2010 - September 2013
Cena South of Boston LLC dba Peter & Paula's Kitchen January 2007 - August 2010
H & R Block January 2004 - April 2006
PricewaterhouseCoopers LLP July 2000 - July 2001
PricewaterhouseCoopers LLP January 1987 - July 2000
Education
Bentley College
MBA, Computer Information Systems
Bridgewater State College 1982 — 1986
BS, Computer Science
Robert Half May 2015 - Present
Aramark October 2013 - April 2015
H & R Block January 2010 - April 2014
Nissan North America November 2010 - July 2011
Wilson Financial July 2008 - November 2010
Colliers International November 2007 - July 2008
UBS April 2007 - November 2007
TD Ameritrade July 2005 - May 2006
Stifel Nicolaus September 2003 - July 2005
Prudential Securities February 2000 - September 2003
Skills
Financial Analysis, Accounting, Accounts Payable, QuickBooks, Accounts Receivable, Investments, Personal Tax Planning, Microsoft Office, Financial Statements, Auditing, Bookkeeping, Variance Analysis, Portfolio Performance..., Purchase Orders, Small Business Tax, Fixed Assets, Tax Preparation, Oracle Discoverer, Business Process Mapping, Vlookup, MS Excel Pivot Tables, Microsoft Excel, Mas 90, Microsoft Dynamics
Education
Belmont University - Jack C. Massey Graduate School of Business 2007 — 2008
MACC, Accounting
College for Financial Planning 2002 — 2003
Certificate in Financial Planning, Investments and Securities
University of North Alabama 1994 — 1996
B.S., Finance, 3.3 GPA
Montgomery College 1991 — 1993
Accounting, 3.9 GPA
H & R Block December 2007 - Present
eBay Education Specialist March 2005 - October 2010
Deutsche Bank September 2000 - October 2007
Kelly Services August 1997 - August 2000
Prudential California Realty August 1993 - August 1997
Education
California State University-Dominguez Hills 1998 — 2002
BA, Business Administration
Long Beach City College 1996 — 1998
AA, Liberal Studies
Brownsburg High School 1971 — 1978
High School Diploma, Science, Math
Ledgers Virtually March 2010 - Present
BizSeller April 1992 - Present
H & R Block December 2009 - April 2010
SignMaster August 2004 - September 2007
Professional Coaches and Mentors Association January 2000 - September 2004
Atomic Press January 1984 - April 1989
Secure Services January 1978 - March 1989
Skills
Small Business, Accounting, Business, Management, Human Resources, Marketing, Administrative Work, Advertising, Manufacturing, Professional Services, Proofreading, Accounting Management, Entrepreneurship, Finance
Education
Seattle University 1978 — 1981
Business Administration, Accounting
Lewis-Clark State College 1973 — 1977
Art, Art History
Boise State University 1973 — 1975
Art, General Studies
Down To Business KC May 2014 - Present
UMB Bank February 2011 - May 2013
Down To Business Consulting March 2005 - February 2011
H & R Block January 2006 - February 2008
Skills
PeopleSoft, Project Management, Team Building, Budgets, Program Management, Process Improvement, Strategic Planning, Microsoft Office, Public Speaking, Human Resources, Marketing, Coaching, Customer Service, Finance, Research, Management, Non-profits, Marketing Strategy, Microsoft Excel, Leadership Development, Leadership, Training, Sales, Fundraising, Entrepreneurship, Strategy
Education
Benedictine College 2001 — 2002
EMBA, Entrepreneurial
University of Cincinnati 1984 — 1989
Bachelor of Arts, Psychology
H&R Block December 2012 - Present
H & R Block January 2012 - Present
H & R Block January 2006 - April 2012
Skills
QuickBooks, Accounting, General Ledger, Payroll, Journal Entries, Tax Preparation, Bookkeeping, Invoicing, Bank Reconciliation, Financial Reporting, Financial Statements, Accruals, Data Entry, Financial Accounting, Spreadsheets, Tax, Tax Returns, Accounts Payable, Accounts Receivable, Account Reconciliation, Income Tax
Education
Bakersfield College 1983 — 1985
Accounting and Business/Management
Acapulco Taqueria Inc. July 2011 - Present
La Tequilera Inc. July 2010 - July 2011
TurnHere, Inc. June 2009 - May 2010
Pro Rooter Inc January 1998 - December 2009
H & R Block September 2000 - April 2003
Modern Mechanical Corp August 2001 - December 2001
The Jose Diaz Real Estate Team June 2000 - June 2001
Skills
Time Management, Outstanding..., Creative Strategy, Problem Solving, Group Effectiveness, Management, QuickBooks, Financial Accounting, Reporting & Analysis, Accounts Receivable, Accounts Payable, Microsoft Excel, US GAAP, Account Reconciliation, Marketing, Customer Service, Payroll, Human Resources, Event Planning, Microsoft Office, Microsoft Word, Leadership
Education
California State University-East Bay 2015 — 2016
MBA Candidate
Chabot College 1999 — 2008
Associate of Arts (AA)
California State University-East Bay 2002 — 2006
Bachelor of Science (BS)
Chabot College 1996 — 1999
Associate of Arts (AA)
Chabot College 1996 — 1999
Associate of Arts (AA)
Hayward High School 1993 — 1996
Self-employed November 2004 - Present
School Bus Service November 2004 - Present
H & R Block January 2004 - Present
Medical Collections January 1986 - March 1999
Skills
computer literate, Sewing
Education
DeVry University 1998 — 1999
Certificate, Business/Managerial Economics, 3.0
Brookdale Community College 1985 — 1989
Certidicate, Business, Management, Marketing, and Related Support Services
Keyport HS, Keyport NJ 1961 — 1965
Diploma, Business/Managerial Economics
Intuit December 2014 - April 2015
H & R Block January 2005 - April 2014
Skills
Tax Preparation, IRS, Income Tax, Tax Research, Personal Income Tax..., Property Tax, Tax Advisory, Sales & Use Tax, Tax Law, Tax Accounting
Education
State College of Florida-Manatee-Sarasota
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Bergen Community College
Associate of Applied Science, Accounting
H&R Block January 1993 - Present
H & R Block 1993 - Present
Skills
Payroll Taxes, Small Business Tax, Rental Homes, Income Tax, Tax Returns, Tax, Sales, Microsoft Office, Team Building, Public Speaking, Management, Tax Law, Bookkeeping, Leadership
Education
Butler County Community College 2010 — 2013
Associate's degree, Accounting
Butler County Community College 2009 — 2013
Associate's degree, Accounting
Red Gold March 2014 - Present
Red Gold August 2013 - March 2014
Republic Airways Holdings, Inc. May 2012 - August 2013
Horizon CPA Services December 2010 - May 2012
Camping World May 2007 - January 2011
H & R Block January 2007 - April 2007
General Motors May 1997 - July 2006
Red Gold 1994 - 1997
Skills
General Ledger, Account Reconciliation, Tax, Corporate Tax, Income Tax, Tax Accounting, CPA, Accounting, Journal Entries, Forecasting, Financial Reporting, Microsoft Excel
Education
Western Kentucky University 2006 — 2007
Bachelor of Science, Accounting
Ball State University
Bachelor, General Studies - Business
Alexandria Monroe High School 1988 — 1991
Diploma
ATSB Accounting, Tax and Small Business Authority, Inc December 2013 - March 2015
PDQ Coolidge Formad, LLC June 2012 - September 2013
Accountant - Temporary June 2010 - 2012
H & R Block November 2009 - December 2011
Printers Ink of Florida January 1999 - August 2000
Executive Mailing Service January 1996 - December 1996
Skills
Quickbooks - Expert, QuickBooks, Microsoft Excel, Account Reconciliation, Payroll Taxes, General Ledger, Financial Reporting, Financial Accounting, Cost Accounting, Payroll, Budgets, Accounts Receivable, PowerPoint, Accounts Payable, Microsoft Word, Peachtree, Bookkeeping, Tax Preparation, GAAP, Sarbanes-Oxley Act, Microsoft Dynamics GP -..., Financial Analysis, Budget Forecasts, Tax Accounting, Peachtree - Expert, Operating Budgets, Word - Expert, Multi-State Sales Tax, Tax Advisory, Compeat, Accounting, Tax, Auditing, Invoicing, Financial Statements, Variance Analysis, Journal Entries, PeopleSoft, Internal Controls, Internal Audit, Leadership, Accruals, Bank Reconciliation, Fixed Assets, Managerial Finance, Finance, Cash Flow, SAP Financial, PeopleSoft Financial, Financial Audits
Education
Indiana Wesleyan University 2011 — 2012
MBA, Concentration in Accounting
Indiana Wesleyan University 2009 — 2011
Bachelors of Science, Accounting
Boston University 2005 — 2007
Masters of Music, Music Education
Stetson University 2000 — 2005
Bachelors of Music, Music
self-employed/contractor September 2009 - Present
H & R Block December 2008 - Present
CareMore Health Plan August 2012 - December 2013
Wachovia, A Wells Fargo Company August 2008 - August 2009
Wells Fargo Home Mortgage March 2004 - July 2008
Account Executive August 2002 - March 2004
Citifinancial Mortgage Company, Inc August 2001 - July 2002
City of Oakland November 1992 - July 2001
Skills
Sales, Customer Service, Insurance, Public Speaking, Analysis, Microsoft Office, Credit, Loans, Training, Mortgage Lending, Real Estate, Underwriting, Finance, Loan Origination, Mortgage Banking, Software Documentation, Refinance, Leadership, Marketing, Team Building, Microsoft Excel, Employee Benefits
Education
California State University, Hayward 1996 — 1998
Bachelor of Arts, Human Development
California State University-East Bay
Human Development
Mercer June 2014 - December 2014
H & R Block December 2009 - November 2014
Citizens Bank August 2010 - June 2013
York Claims Service, Inc. October 2008 - January 2009
MAC Risk Management November 1996 - April 2008
Firemans Fund Insurance Company December 1993 - November 1996
Skills
Accounting, Financial Analysis, Insurance, Tax, Excel, Microsoft Excel, Finance, Claim, Risk Management, Strategic Financial..., Property & Casualty..., Negotiation, Tax Preparation, Cash Management, Employee Benefits, Customer Service, Small Business, Process Improvement, Banking, Budgets, Forecasting, Financial Services, Payroll, Financial Risk, Financial Reporting, Analysis, QuickBooks, Investments, Managerial Finance, Business Planning, Due Diligence, Financial Accounting, Management, Mutual Funds, Bookkeeping, Leadership, Securities, Strategic Planning, Corporate Tax, Team Building, Relationship Management, Mergers & Acquisitions, Training, Start-ups, Business Analysis, Strategy, Human Resources, Coaching, Vendor Management, Estate Planning
Education
Bristol Community College 2009 — 2010
Certificate, Accounting
State University of New York College at Buffalo
B.A., Economics
Frontier Central High School
H.S. Diploma, Liberal Arts
Kaplan University August 2011 - Present
Deltax Financial Services, Inc January 2003 - Present
McKinsey Steel & Supply of Fl Inc. November 1988 - February 2010
H & R Block December 1986 - April 2003
Natural Juice Company of NY October 1985 - December 1986
Guyana Sugar Corporation July 1970 - August 1981
Skills
Accounting, Tax, Inventory Management, Purchasing, Supervisory Skills, Quickbooks, Accounts Payable, Excel, QuickBooks, Contract Management, Invoicing, Management, Microsoft Excel, Payroll, Auditing, Budgets, Accounts Receivable, Strategic Planning, Financial Statements, Outlook, Sales, Microsoft Word, Tax Preparation, Administration, PowerPoint, Microsoft Office, Process Improvement, Training, Customer Satisfaction
Education
Kaplan University 2013 — 2015
Master of Business Administration (MBA), General Studies, 4.0
Broward College 2011 — 2012
Bachelor of Applied Science, Supervision & Management, 3.76/4.00
Broward College 2010 — 2011
AS, Accounting, 3.83/4.00
Broward Community College 1987 — 1989
AA, Business Administration, 3.78/4.00
University of Trinidad & Tobago / ECIAF 1975 — 1977
AS, Agriculture, Credit Diploma
Continental Industries, Inc. June 2012 - Present
H & R Block December 2009 - April 2013
Macy's September 2009 - June 2012
WGEFCU January 2008 - December 2008
Jarden Home Brands November 2000 - December 2007
Anchor Glass Container Corporation June 1993 - November 2000
American Welding & Manufacturing April 1991 - June 1993
Skills
Labor Relations, Temporary Placement, Talent Acquisition, Human Resources, Employee Relations, Succession Planning, Recruiting, Benefits Administration, Performance Management, College Recruiting, Employee Benefits, New Hire Orientations, Customer Service, Sales, Tax Returns, Leadership, Training, Organizational..., Employee Training, Change Management, Personnel Management, FMLA, Conflict Resolution, Administration, Payroll, HR Policies, Interviews, Hiring, Talent Management, Workforce Planning, Applicant Tracking..., Employee Engagement, PeopleSoft, Sourcing, Technical Recruiting, Organizational..., Internet Recruiting, Staffing Services, Employment Law, Resume Writing, Job Descriptions
Education
Ball State University 2001 — 2005
Human Resources Masters Program
Youngstown State University 1968 — 1973
B S, Industrial Management
First Health of the Carolinas November 2007 - Present
H & R Block November 2006 - April 2007
Roger Williams Univeristy April 2004 - September 2006
Verizon Communications January 2002 - May 2005
Massachusetts School of Information Technology October 1999 - November 2001
Skills
Management, Public Speaking, Healthcare Information..., Network Administration, Staff Development, Process Improvement, Networking, Microsoft Office, Training, Security, Healthcare
Education
Bristol Community College 2004 — 2005
Certificate, Medical Coding
Massachusetts School of Information Technology 2000 — 2001
MCSA, MS Certification, A+, Network+
Bristol Community College 1977 — 1979
associates, business administration
Floyd Against Drugs 2000 - Present
Magical Travel and Events 1992 - Present
Floyd County Board of Education 1995 - 2012
H & R Block 1997 - 1998
Pan American World Airways 1967 - 1985
Bryant and Garrett Travel 1976 - 1977
Skills
Curriculum Development, Teaching, Tutoring, Public Speaking, Non-profit Consulting, Event Planning, Non-profits, Classroom, Marketing, Strategic Planning, Microsoft Word, Editing, Microsoft Office, Curriculum Design, Volunteer Management, Student Affairs, Community Outreach, Fundraising, Social Media, Social Media Marketing, Program Evaluation, Marketing Communications, Grants, Educational Technology, Public Relations, Staff Development, Event Management, Student Development, Grant Writing, Research, Newsletters, Coaching, Nonprofits, Creative Writing, Social Networking, Copy Editing, Customer Service, Journalism, Student Counseling, Proposal Writing, Time Management, Media Relations, Press Releases, Advertising, Strategic Communications, Project Planning, Internal Communications, Copywriting, PowerPoint
Education
University of Alabama 2000 — 2002
Educational Specialist Degree, Student Counseling and Personnel Services
H & R Block 1997 — 1997
Certificate of Accomplishment, Basic Income Tax Preparation
Berry College 1991 — 1992
Certificate, Legal Assistant
Floyd Junior College 1977 — 1977
Certificate of Attainment, Real Estate Salesman Program
Georgia State University 1971 — 1975
Masters of Education Degree, Student Counseling and Personnel Services
University of South Carolina-Columbia 1964 — 1967
Bachelor's degree, English and French Education
Deloitte January 2012 - Present
H & R Block November 2004 - April 2009
Essroc Italcementi Group June 2006 - December 2008
Skills
Auditing, Accounting
Education
The University of New Mexico - Robert O. Anderson School of Management 2010 — 2011
Masters of Accounting, Accounting
Brigham Young University
Bachelor of Arts, International Studies / Russian Area Studies
Brigham Young University - Idaho
Associate of Arts, General Education
H & R Block January 2009 - Present
Seth's Games and Anime January 2004 - Present
County of Santa Barbara Parks June 2001 - December 2006
County of Santa Barbara Public Health April 1998 - June 2001
Santa Barbara Student Housing Co-op May 1994 - December 1996
Skills
QuickBooks, Accounting, Bookkeeping, Tax, Spreadsheets, Budgets, Data Entry, Inventory Management, Office Management, Finance, Microsoft Office, Customer Service, General Ledger, Cash Flow
Education
California State University-Channel Islands 2012 — 2014
Master of Business Administration (MBA)
University of California, Santa Barbara 2005 — 2009
Certificate, Accounting
University of California, Santa Barbara 1993 — 1997
BA, Philosophy, Medieval Studies
H & R Block December 2009 - Present
Investors Bank & Trust August 1997 - January 2008
State Street 2008 - 2008
Rockland Trust Company March 1973 - August 1997
Skills
Fund Accounting
Education
Bentley University 1963 — 1970
stoughton High School 1957 — 1961
H & R Block October 2005 - Present
H&R Block December 2004 - April 2008
Scientific Games September 2002 - August 2003
Skills
Customer Service, Access, Troubleshooting, Windows 7, Computer Hardware, Accounting, Income Statement, Inventory Management, Leadership
Education
Brenau University 2005 — 2007
BBA, Accounting
Kansas State University 1998 — 2001
BS, Computer Science
Texas Comptroller of Public Accounts May 2010 - Present
Sheshunoff Information Services 2004 - February 2010
Sheshunoff Information Services July 2004 - April 2007
Austin Community College 1997 - 2004
Peoria Unified School District January 1991 - May 1997
H & R Block January 1986 - December 1991
Skills
Accounting, Financial Reporting, Accruals, Leadership, Budgets, Consolidation, Payroll, Revenue Recognition, Cash Flow, Journal Entries, Microsoft Excel, Financial Analysis, Financial Statements, Accounts Receivable, Analysis, Accounts Payable, Nonprofits, US GAAP, Auditing, Fixed Assets, Tax, GAAP, General Ledger, Internal Controls, Finance, CPA, QuickBooks, Tax Accounting, Financial Audits, Tax Preparation, Account Reconciliation, Financial Accounting, Management, Bookkeeping, Forecasting, Income Tax, Strategy, Access, Cash Management, Financial Modeling, Bank Reconciliation, Due Diligence, Cash Flow Forecasting, Executive Management
Education
Brigham Young University 1973 — 1978
BS, Accounting
PathFinder Coaching & Tutoring LLC September 2005 — Present
Fauquier County Social Services September 2011 — August 2012
H & R Block December 2004 — April 2012
Fairfax County Public Schools May 2009 — May 2010
Huntington Learning Center January 2005 — June 2009
Internal Revenue Service July 1975 — January 2004
Skills
Leadership Development, Tutoring, Leadership, Teaching, Public Speaking, Strategic Planning, Workshop Facilitation, Organizational..., Government, Staff Development, Elementary Education, Higher Education, Team Leadership, Tax Preparation, Program Management, K-12, Volunteer Management, Income Tax, Research, Policy, Instructional Design, Proposal Writing, Community Outreach, Training, Academic Tutoring, Management, Nonprofits, Program Development, Strategy, Classroom, Executive Coaching, Mentoring, Child Advocacy, Organizational Behavior, Tax Law, Public Relations, Media Relations, ADHD Coaching, Homework Help, Standardized Testing, Behavioural Change, Teaching Writing, Teaching Workshops, Instructional Skills, Youth At Risk, Working With Children, Seminars, Students, Advocacy, Coaching
Education
International Coach Academy 2013 — 2014
Certified Professional Coach, Certified Coaching Program
H & R Block Tax School 2004 — 2012
Certification, Tax Preparation
Huntington Learning Center College 2005 — 2009
Certificate, Education, SAT Prep, HSPT Prep
Trinity University-Washington 1991 — 1994
Bachelor of Business Administration, Accounting and Communications
University of South Carolina-Columbia 1980 — 1981
Government Public Affairs Certification, Journalism
Graduate School USA, Washington DC 1994 — 1995
Certificate, Federal Government Executive Leadership
Baldwin-Wallace College 1989 — 1990
Business Administration
Cuyahoga Community College 1975 — 1978
Accounting
Media Storm July 2012 - Present
Optimedia May 2011 - May 2012
Universal McCann May 2010 - May 2011
H & R Block January 2010 - April 2010
Tiffany & Co. November 2009 - December 2009
Azteca America TV Sales August 2007 - May 2009
Univision Networks May 2006 - July 2007
TeleRep, Inc. April 2005 - May 2006
SOMAcom/CCN TV 2004 - 2004
MTV Networks January 2003 - May 2003
Skills
Media Buying, Advertising, Television, Broadcast, Integrated Marketing, Media Planning, Radio, Social Media, Online Advertising, Social Media Marketing, Marketing, Facebook, Marketing Communications, Marketing Strategy, Sponsorship, Social Networking, Event Planning, Mobile Marketing
Education
City University of New York-Baruch College 2010 — 2014
MA, Corporate Communications
Seton Hall University 2001 — 2004
BA, communications/broadcast television
University of Rhode Island 2000 — 2001
Bachelor of Arts (B.A.), communications
Medical Security Program, Department of Workforce Development August 2009 - April 2010
H & R Block 2007 - 2008
Massachusetts Department of Telecommunications 2006 - 2007
Citizens Energy Corporation 2006 - 2006
UniFirst Corporation 2000 - 2003
Ciber 1995 - 1999
Marshalls 1985 - 1995
Education
Boston University 2008 — 2008
Certificate, Applied Project Management
Boston University
BA, cum laude, Sociology
Suffolk University - Sawyer Business School
MBA
H & R Block January 2012 - Present
McGivney & Kluger, PC October 2009 - January 2011
McGivney and Kluger, PC 2008 - January 2009
Resolute Mangement - NE Division 2004 - 2008
Ken Randall America, Inc. (Cavell USA, Inc.) 2004 - 2008
Liberty Mutual Insurance June 2000 - May 2004
Skills
Insurance, Product Liability, Claims, Arbitration, Mediation, Claim
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1983 — 1987
J.D., Law
Beloit College 1969 — 1973
Bachelor of Arts (BA), Government
H&R Block January 2007 - Present
H & R Block 2007 - Present
Buncombe County 2012 - 2015
Buncombe County 2012 - 2015
Skills
Tax, Tax Preparation, Tax Returns, Tax Accounting, Income Tax, Account Reconciliation, Customer Service, Nonprofits, Budgets, Bookkeeping, Management, Microsoft Office, Microsoft Excel, Small Business, Sales Tax, Research, Leadership
Education
Boston University 1963 — 1992
BS, Marketing
Universidad Complutense de Madrid 1966 — 1967
Estudios Hispánicos
Spanish
Sogeti USA January 2008 - Present
Commerce Bank December 2002 - 2008
DeMarche Associates May 1997 - September 2002
H & R Block December 1996 - May 1997
Skills
SQL Server, Storage Management, Windows Server, ITIL, Database Administration, Databases, Clustering, Architecture, Operating Systems, Virtualization, Microsoft SQL Server, Cluster, Integration, IT Management, Performance Tuning, Disaster Recovery, Enterprise Architecture, High Availability, Solution Architecture, SharePoint, Storage, T-SQL, SQL, SSRS, Servers, Cloud Computing, Active Directory, Business Intelligence, SDLC, Business Process, Hyper-V, Enterprise Software, Networking, Microsoft Technologies, Data Warehousing, IIS, DB2, Data Modeling, SSIS, Database Design, SOA, Data Migration, IT Strategy, System Architecture, Requirements Analysis, Infrastructure, ETL, Outsourcing, Information Technology, Software Project...
Education
University of Kansas 1994 — 1998
BS, Physics, Mathematics, Astronomy
Bakersfield College 1987 — 1990
AS, Computer Science, Physics, Chemistry, Mathematics, and an AA, Business Administration
Tender Touch For All April 2010 - Present
Project Marketing, LLC. November 2005 - June 2010
Life's a Playground T-shirts 2007 - 2010
H & R Block 2007 - 2010
Friendship Dairies, Inc. February 1997 - November 2005
Key Food Stores Co-operative Inc. 1990 - 1995
Skills
Non-profits, Marketing Strategy, Marketing Communications, Promotions, Advertising, Marketing Management, Nonprofits, Marketing, Event Planning, Integrated Marketing, Online Marketing, Entrepreneurship, Brand Development, Email Marketing, Social Media Marketing, Strategic Partnerships, Digital Marketing, Direct Marketing, Social Networking
Education
City University of New York-Baruch College - Zicklin School of Business 1986 — 1988
Master of Business Administration (MBA)
State University of New York at Albany 1982 — 1986
Bachelor of Science (BS)
Fashion Institute of Technology
Midwood HS
H & R Block September 1987 - Present
Education
Barnard College 1973 — 1977
BA, Economics
H & R Block 2008 - 2009
Education
California State University-Chico 2003 — 2007
Klamath Union High School 1996 — 2000
Diploma
H & R Block December 2010 - April 2011
Bergen County Board of Elections June 2010 - March 2011
United States Census Bureau April 2010 - June 2010
H&R Block December 2009 - April 2010
JPMorgan Chase December 2006 - May 2008
Medco June 2006 - September 2006
JPMorgan Chase November 2002 - December 2005
Summit Bank June 1996 - September 2001
Skills
Data Analysis
Education
Bergen Community College
AA, Business
Bloomfield College
BA, Economics
Vantive Partners January 2008 - Present
JimBre Building Blocks May 2005 - Present
H & R Block January 2000 - April 2007
Intec October 2004 - May 2005
Western Electric/AT&T/Lucent Technologies/Avaya/Celestica April 1983 - October 2002
Education
Metropolitan State University of Denver 2002 — 2004
BS, Accounting
Front Range Community College 1997 — 2000
AS, Accounting
Belmont Abbey College 1993 — 1996
Accounting
Marc Bruzdziak, Consultant July 2010 - Present
Law Office of Marc Bruzdziak December 2009 - July 2010
International Immigrants Foundation December 2008 - December 2009
James Kwon, LLC May 2008 - October 2008
H & R Block November 2007 - May 2008
Florida Department of Law Enforcement April 1996 - July 2000
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2000 — 2003
J.D., Law
Florida State University 1988 — 1992
B.S., Biochemistry
Ohio Historic Bridge Association 2009 - Present
H & R Block January 2014 - April 2014
Wittenberg University January 2001 - December 2012
Central Michigan University 1998 - 2001
Eastern Michigan University 1970 - 1973
Skills
Public Speaking, Research, Leadership Development, Writing, PowerPoint, Higher Education, Administration, System Administration, Community Outreach, Grant Writing, Teaching, Strategic Planning, Staff Development, Event Planning, Nonprofits, Student Affairs
Education
Union Institute & University 1991 — 1993
PhD
Ball State University - College of Business 1979 — 1981
MS
Eastern Michigan University 1968 — 1969
MA
Otterbein University 1963 — 1967
BA
UCOP December 2011 - Present
UCOP August 2009 - January 2012
UCOP March 2007 - July 2009
UCSF May 2006 - March 2007
H & R Block December 2005 - August 2006
UCOP September 1999 - May 2006
Skills
Policy Analysis, Financial Analysis, Data Analysis, Budgets, Management
Education
California Polytechnic State University-San Luis Obispo 1996 — 1999
BA, Accounting, Marketing
Town Money Saver February 2011 - Present
H & R Block January 2011 - April 2011
Zero Hassle IT, LLC February 2010 - August 2010
Skills
Accounting, Journal Entries, Small Business, General Ledger, Bank Reconciliation, Financial Statements, Microsoft Excel, Account Reconciliation, Budgets, Accruals, Accounts Payable, Bookkeeping, Accounts Receivable, Tax Preparation, Peachtree, Fixed Assets, Sales Tax, Payroll Taxes, Microsoft Word, QuickBooks, Tax Returns, Year-end Close
Education
Bradley University
BS, Accounting
H & R Block December 2008 - Present
University of Rhode Island September 1987 - August 2008
Skills
PeopleSoft, Tax Returns, Tax, Business Analysis, Microsoft Office, Tax Accounting, Tax Preparation, Account Reconciliation, Accounting, Financial Analysis, Microsoft Excel, Budgets, Accounts Payable, General Ledger, Bookkeeping, Accounts Receivable, Management, Research
Education
Community College of Rhode Island 1988 — 1996
AS, Computer Programming
Bryant University 1980 — 1984
MBA, Accounting
Providence College 1975 — 1979
BS, Accounting
SunTrust Bank, Inc May 2007 - Present
SunTrust Investment Services, Inc. January 2007 - May 2007
SunTrust Investment Services, Inc. February 2004 - May 2007
H & R Block June 2003 - May 2007
Hard Tops, Inc December 2001 - June 2003
SG Cowen Securities Corp January 1998 - September 2001
Chase Mellon Shareholder Services January 1997 - January 1998
National Discount Brokers 1994 - 1996
Charles Schwab & Co, Inc 1988 - 1994
Skills
Trading Call Center, Securities Operations, Alternative Investments, Series 7, Series 63, Mutual Funds, Investments, Wealth Management, FINRA, Equities, Hedge Funds, Retirement, Fixed Income, Outlook, Microsoft Excel, Securities, Financial Analysis, Business Analysis, Credit, Administrative..., Financial Services
Education
Schwab University 1988 — 1994
Customer Service Support/Call Center/Teleservice Operation
Binghamton University 1987 — 1992
Bachelor of Science, Applied Social Science, English
H & R Block January 2011 - Present
Get Fit with Heidi October 2005 - Present
YMCA 2005 - Present
Upper Darby School District September 2002 - Present
Beneficial Savings Bank 1999 - 2001
JP Morgan 1999 - 1999
Mercy Health System 1997 - 1999
Nationwide Insurance 1996 - 1997
Skills
Teaching, Curriculum Design, Tutoring, Lesson Planning, Elementary Education, Classroom Management, Classroom, Staff Development, Educational Technology, Literacy, Curriculum Development, Teacher Training
Education
Cabrini College 2002 — 2006
Master of Education
Temple University - Fox School of Business and Management 1991 — 1996
Bachelor of Business, Finance/Risk Management & Insurance
H & R Block January 2009 - April 2011
Washington Mutual November 2007 - November 2008
Skills
Fraud, Tax, Management, Debit Cards, Accounts Receivable, Leadership, Real Estate, Risk Management, Payroll, Banking, Credit, Customer Service, Process Scheduler, Small Business
Education
California State University-Chico 1974 — 1977
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs, Political Science & Women Studies
Chabot College 1971 — 1973
Associate of Arts (AA), Communication, Journalism, and Related Programs
H & R Block August 2012 - Present
Blockbuster,LLC February 2012 - July 2012
Blockbuster August 2010 - February 2012
Blockbuster July 2000 - August 2010
National Record Mart March 1996 - March 2000
best buy 2000 - 2000
Camelot Music, Inc March 1983 - March 1996
Skills
Sales, Management, Training, Leadership, Store Management, Team Leadership, Retail, Coaching, Loss Prevention, Multi-unit, Budgets, Time Management, Human Resources, Merchandising, Profit
Education
Bowling Green State University
BA, Communications/Mkting
MoreDirect, Inc December 2008 - Present
H & R Block 1992 - Present
Bluegreen Corporation March 2002 - October 2008
Skills
Forecasting, Accounts Receivable, Budgets, Variance Analysis, Customer Service, Accounting, Journal Entries, Accounts Payable, Financial Reporting, Expenses, Sales Tax, Process Improvement, Analysis, Internal Controls, Account Management
Education
Broward College 1980 — 1986
AS Business Admin, Business Administration and Management, General, 3.7
American Express July 2014 - Present
American Express May 2011 - July 2014
American Express June 2009 - July 2011
American Express November 2007 - June 2009
H & R Block November 2005 - November 2007
Skills
Banking, Financial Analysis, Financial Accounting, Corporate Finance, Risk Assessment, Risk Management, Process Improvement, Credit Analysis, Credit Cards, Small Business, Project Management, Compliance, Business Analysis, Portfolio Management, Stocks, Tax Preparation, Options, Derivatives, Equity Trading, Derivatives Trading, Employee Training, Equity Research, Equity Derivatives, Communication Skills, Microsoft Office, Customer Service, Relationship Management, Building Relationships, Underwriting, Leadership
Education
Bharathiar University
MBA, Finance and Marketing
Madurai Kamaraj University
M.Phil, Entrepreneurial Management
Marshalltown Broadcasting, Inc. December 2014 - Present
H & R Block December 2009 - Present
Pearce McClenathan Accounting April 2009 - June 2009
Hawkeye Sales January 2008 - March 2009
Skills
Tax Preparation, Tax Returns, IRS, Income Tax, Tax Research, Tax, Bookkeeping, QuickBooks, Sales Tax, Tax Accounting, Journal Entries, Payroll Taxes, Payroll, Accounting, Bank Reconciliation
Education
Buena Vista University 2006 — 2008
BA, Accounting, Finance and Banking
Semi Retired ControllerTime OffApril 2014 - December 2014
H&R Block October 2010 - March 2014
H & R Block January 2010 - April 2010
First Solar Inc March 2003 - March 2009
Sterling Milk Company April 1980 - February 2003
Ernst & Ernst, Toledo Ohio December 1976 - March 1980
Skills
Finance, Auditing, US GAAP, Accounting, GAAP, SEC filings, Sarbanes-Oxley Act, Management, Tax Preparation, Sales Tax, Tax Accounting, CPA
Education
Bowling Green State University 1974 — 1977
BS Business Adm, Accounting
York Housing Authority March 2014 - Present
Lincoln Intermediate Unit #12 April 2011 - April 2014
Utz Quality Foods June 2013 - March 2014
Lincoln Intermediate Unit #12 February 2012 - August 2013
H & R Block September 2009 - July 2012
Putnam Investments 1998 - 2009
Caremark 1989 - 1996
Data General 1985 - 1989
Sansiveri, Kimball & McNamee, LLP 1983 - 1985
Skills
Donations, Work Well Independently, Research, Training, Customer Service, Microsoft Office, Teaching, Individual Assessment, Goal Setting, Adult Literacy, Adult Education, Public Speaking, Microsoft Excel, Microsoft Word, Team Building, Networking, Multi-channel Marketing, Strategic Planning, Teamwork, Handle Confidential..., Highly responsible, Establish & Maintain..., Quality Assurance, Quality Auditing, Customer Retention, Dependable Team Player, Notary Public, Retirement, College Savings Plans, Variable Annuities
Education
Bryant University
B.S.B.A.
Nichols College
Northeastern University
Paralegal Studies Certificate
Donna Heinlin, Tax Lady 2014 - Present
H&R Block December 1999 - 2014
H & R Block 1999 - 2014
Skills
QuickBooks, Customer Service, Tax, Public Speaking, Financial Reporting, Microsoft Office, Microsoft Word, Accounting, Outlook, Microsoft Excel, Teaching, Social Networking, Small Business, Accounts Payable, Management, Income Tax, Financial Analysis
Education
California State University-Dominguez Hills 1990 — 1993
Masters, Behaviorial Science
National University 1983 — 1987
Bachelors, Business Administration
Bosse High School
H & R Block 2005 - Present
Internal Revenue Service 1984 - 1998
Skills
Tax Research, Tax Audit Representation, Tax Preparation, Tax Returns, Auditing, Account Reconciliation, Tax
Education
Baylor University
MA, Taxation
University of California, Los Angeles
MA, Latin American Studies
University of Massachusetts, Amherst
BA, Political Science
H&R Block February 2013 - Present
H&R Block January 2003 - February 2013
H & R Block January 2005 - February 2012
Mike raiten, January 2005 - April 2008
Skills
Tax, Tax Accounting, Tax Research, Due Diligence, Income Tax, Microsoft Excel, Analysis, Tax Preparation, Compliance, Master Tax Advisor, H&R...
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2005
MS, Taxation
City University of New York-Brooklyn College 1979 — 1985
BS, Accounting
Yeshiva University 1969 — 1973
BA, Biology
H & R Block January 2009 - Present
Liberty Mutual Group 1969 - 2000
Liberty Mutual Group 1969 - 2000
Liberty Mutual Insurance 1969 - 2000
Education
Boston University 1965 — 1966
AB, English
Colby College 1957 — 1958
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
College of Saint Elizabeth Bookstore October 2011 - Present
H & R Block January 2010 - October 2011
H&R Block January 2010 - October 2011
Bed Bath & Beyond October 2006 - September 2010
The Kitchen Cupboard May 1991 - April 2005
The Snowmass Club March 1989 - January 1992
Marriott Hotels January 1985 - December 1988
Skills
Retail Management, Human Resources, Sales, Customer Service, Paralegal/Financial, Employee Training, Hiring, Inventory Management, Time Management, Training, Management, Leadership, Payroll, Interviews, Performance Management, Onboarding, Leadership Development, Public Speaking, Microsoft Office, Store Management, Marketing, Food Preparation, Hotel Food and Beverage
Education
College of Saint Elizabeth 2012 — 2015
Master’s Degree, Business Management, Human Resources Management, 4.0
Fairleigh Dickinson University-Florham Campus 2010 — 2010
Certificate, Paralegal Studies, 4.0
Culinary Institute of America 1983 — 1984
AOS, Culinary Arts
Bates College 1978 — 1982
BA, Anthropology
Creighton University Medical Center October 2011 - Present
H & R Block December 2010 - April 2011
Methodist Health System April 2000 - April 2005
Methodist Health System March 1996 - September 1998
American Red Cross June 1993 - October 1995
American Red Cross May 1990 - June 1993
Skills
Tax Accounting, Tax Preparation, Microsoft Office, Quickbooks, Outlook, Excel, Access, Word, PowerPoint
Education
Bellevue University 2007 — 2009
BS, Accounting
Metropolitan Community College 2005 — 2007
AAS, Accounting
Mercy Hospital School of Medical Technology 1983 — 1984
Certification, Medical Technology
Nebraska Wesleyan University 1975 — 1979
BS, Biology
Hanson, Hetterich and Fenlon, P.A. January 2010 - March 2010
PDR CERTIFIED PUBLIC January 2007 - June 2009
TRICENTURION December 2003 - January 2007
TRICENTURION December 2003 - November 2006
CRESTRON ELECTRONICS, INC July 2002 - November 2003
Crestron Electronics September 2001 - November 2003
H & R Block December 2000 - November 2002
OMNI WASTE SERVICES, INC September 2000 - September 2001
Education
University of Phoenix 2004 — 2006
BSB, Accounting
University of Phoenix
BSB, Accounting
Bergen Community College 1998 — 2000
AAS, Accounting
Saint Leo University
Advocate Illinois Masonic Medical Center January 2000 - Present
H & R Block January 2000 - Present
University of Chicago Hospitals and Medical Center November 1979 - July 1993
Skills
Accounting, Tax, Small Business, Individual, Budgets, Financial Analysis, Public Speaking, Microsoft Office, Microsoft Excel, Management, Leadership, Strategic Financial..., Strategic Planning, Inventory Management, Investments, Nonprofits, Access, Tax Preparation, Tax Returns, Financial Accounting, Financial Reporting, Account Reconciliation, QuickBooks, Outlook, Hospitals, Bookkeeping, Supervisory Skills, PowerPoint, Process Scheduler, Microsoft Word, Team Leadership, Coaching, Software Documentation, Project Planning, Operations Management, Contract Negotiation
Education
DeVry University 2002 — 2007
Bachelor, Accounting
Coyne American Institue 1978 — 1979
Certificate, HVAC/R - Heating, Ventilation, and Air Conditioning/Refrigeration
Bradley University 1972 — 1975
Business Administration, Management and Operations
Leo High School 1968 — 1972
Hollister, Incorporated September 1986 - Present
Wintergreen Resort May 2002 - June 2009
H & R Block January 2002 - April 2007
Skills
Green Belt, Six Sigma, Continuous Improvement, Process Improvement, Management, Lean Manufacturing, SAP R/3, Analysis, Medical Devices, Master Data Management, Organizational..., Fixed Assets, ISO 13485, Materials Management, FDA, Supply Chain Management, Capital Equipment, Capital Budgeting, Asset Management, Board of Directors, Non-profit Board..., Board Governance, Inventory Management, Organizational..., Organizational..., TPM, Cost Accounting, Change Management, SAP, Operations Management, Manufacturing, Minitab
Education
Virginia Polytechnic Institute and State University 2013 — 2015
Master of Business Administration (MBA)
Eastern Mennonite University 2009 — 2010
BS, Business Management and Organizational Development
Blue Ridge Community College 2005 — 2009
A.A.S., Business Management
Bridgewater College 1981 — 1982
Political Science and Government
GEICO February 2012 - Present
Rusty's Pizza Parlor December 2010 - January 2012
Rosemary's Family Creamery August 2007 - December 2010
Awana Clubs International August 2008 - May 2010
H & R Block December 2008 - April 2009
Target May 2006 - February 2007
Museum of the Rockies September 2005 - April 2006
Skills
Inventory Management, Microsoft Office, Customer Service, Excel, Hiring, Supervisory Skills, Customer Relations, Training, Logistics, Budgets, Leadership, Financial Analysis, Insurance, Management, Payroll, Purchasing, Human Resources, Microsoft Excel, Employee Benefits
Education
California State University-Bakersfield 2009 — 2010
B.S., Business Administration Concentration in Management
Massachusetts Eye Associates September 2015 - Present
Massachusetts Eye Associates March 2012 - June 2012
Critical Care Systems (Medco/Accredo) September 2010 - February 2012
H & R Block December 2007 - February 2008
Allied Creditor Service November 2001 - February 2003
Skills
Medicare, Accounts Receivable, Invoicing, Insurance, HIPAA, Healthcare, Healthcare Management, Hospitals, Collections, Healthcare Information...
Education
Bharathidasan University 1995 — 1998
B.Sc, Physics with specialization in Electronics and Instrumentation
R.S.Krishnan Higher Secondary School 1990 — 1995
Kendriya Vidyalaya, Trichy 1983 — 1990
Dr Clerks Office June 2010 - May 2011
Brights System June 2006 - June 2007
H & R Block January 2003 - April 2007
Key Bank April 2005 - June 2006
Education
Bryant & Stratton College 2008 — 2010
H & R Block December 2004 - Present
Education
Worcester State University 1980 — 2004
Master’s Degree, Natural Sciences
Boston University School of Education 1989 — 1994
Doctor of Education (Ed.D.), Curriculum and Instruction
Pioneer Valley Regional High School 1961 — 1965
College of Our Lady of the Elms, Natural Sciences
WorldWide TechServices June 2013 - Present
H & R Block January 2004 - April 2014
The Trump Organization November 2004 - June 2012
The Trump Organization July 1997 - November 2004
Arrow Chemical August 1995 - June 1997
Skills
Skills: Software - MS..., Troubleshooting, Telecommunications, Software Installation, Management, Customer Service, Data Entry, Invoicing, Hardware, Access, Microsoft Office, Purchasing, Procurement, Computer Repair, Printers, Team Building, Contract Negotiation, Outlook, Social Media
Education
NYC College of Technology 2013 — 2013
Computer Installation and Repair Technology/Technician, A+
Borough of Manhattan Community College 2000 — 2003
Computer Information Systems
Colegio Abel Bravo 1975 — 1980
High School Diploma
HARRINGTON HOISTS/RANDSTAD March 2015 - May 2015
ING Investment Management April 2008 - July 2008
Accountemps October 2007 - November 2007
Central Auditing Organization September 2004 - August 2007
UPS July 2003 - August 2004
KELLY SERVICES, Moncton, Canada May 2003 - July 2003
T4’S & MORE January 2003 - April 2003
EXECUTIVE SERVICES PLUS September 2002 - December 2002
H & R BLOCK January 2002 - June 2002
MJB June 2001 - December 2001
Skills
Account Reconciliation, General Ledger, Accounting, Auditing, Cash Flow, Financial Statements, Fixed Assets, GAAP, Financial Reporting, Accounts Payable, Accruals, Financial Accounting, Bank Reconciliation, Journal Entries, US GAAP, QuickBooks, Internal Controls, Isan, Oracle, Accounts Receivable, Analyst, Variance Analysis
Education
H&R Block 2002 — 2002
Canadian Income Tax Prepration, Canadian Income Tax
The American University in Cairo 1983 — 1987
Modern Accounting , Business Administration, Accounting and Finance, 3.4 /3.2
Cairo University 1982 — 1986
BS of Commerce, Accounting
Brisbois Capital Management, LLC January 2014 - Present
Wilmington, MA July 2002 - Present
H & R Block 2009 - April 2013
State Street Bank 1996 - 2002
Skills
Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2002
MBA, Accounting
Bryant University
H & R Block January 1991 - Present
Kazmaier Associates, Inc. July 2005 - October 2010
Skills
Cash Management, Tax Accounting, Accounting, QuickBooks, Tax, Accounts Receivable, Income Tax, Tax Returns, Accounts Payable, Microsoft Excel, Tax Preparation
Education
Boston College
BA, Mathematics
Caesars Entertainment Corporation July 2013 - Present
Caesars Entertainment Corporation November 2011 - July 2013
Piners Press May 2010 - November 2011
H & R Block November 2009 - November 2011
Direct Buy Club December 2009 - February 2010
Democratic Party of New Jersey October 2009 - November 2009
Skills
Financial Statement..., Accounting, Financial Statements, Spreadsheets, Financial Analysis, Accounts Payable, Accounts Receivable, Outlook, Microsoft Excel, Forecasting, PowerPoint, Financial Reporting, Event Planning, Marketing Communications, Social Media Marketing, Promotions, Microsoft Word, Event Management, Customer Service, Marketing, Public Relations, Social Media, Social Networking
Education
Pace University - Lubin School of Business 2007 — 2009
BBA, Finance, Economics
Caldwell University
Wayne A Blosberg, PA December 2010 - Present
Kelling, Bocovich and Company February 1998 - April 2010
Hentges Sod, Inc January 1989 - December 2009
H & R Block January 1995 - April 1998
Education
Metropolitan State University 2007 — 2011
BS, Accounting
Bemidji State University 1982 — 1986
BS, Psycology, Community Service
Bionime USA Corporation August 2012 - March 2013
ACT Solutions April 2006 - March 2010
Lawrence Welks Resorts March 2004 - April 2006
H & R Block December 2005 - March 2006
City Chevrolet Volkswagen January 1995 - September 1999
Skills
Finance
Education
California State University-San Marcos 1999 — 2003
Bachelor of Science (B.Sc.), High Tech Management, 3.21
Adams 12 Five Star Schools November 2013 - Present
Stepping Stones Preschool August 2011 - May 2013
H & R Block December 2010 - April 2011
Education
California State University-Hayward 1992 — 1995
Mass Communications, Public Relations
RGP January 2015 - Present
Bank of America July 2010 - October 2014
Bank of America January 2007 - July 2010
H & R Block August 2004 - November 2005
H & R Block June 2003 - August 2004
H&R Block May 1997 - February 2003
H & R Block May 1996 - June 1997
Skills
Analysis, Financial Analysis, Process Improvement, Microsoft Excel, Microsoft Word, Training, Access, Accounting, Management, Six Sigma, Coaching, Microsoft Office, Salesforce.com, Budgets, Leadership, Business Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2011
MBA, Finance
Bryant University 1992 — 1996
B.S.B.A, Management, Minor in Economics
H & R Block August 2009 - Present
Louisville genealogical society 2005 - 2014
Louisville genealogical society 2005 - 2014
Louisville genealogical society 2005 - 2014
Commonwealth of Kentucky August 1972 - October 2000
Ky Dept for the Blind July 1972 - October 2000
Skills
Customer Service, Inventory Control, Master Scheduling, Plant Management, Organizational..., Tax Returns, Tax Preparation, QuickBooks, Accounting, Financial Analysis
Education
University of Louisville 1974 — 1982
MBA, Business Administration
Bellarmine University 1956 — 1960
Bachelor of Arts, Business Administration
St.Xavier H S 1952 — 1956
High School Diploma, Bursiness
H & R Block January 1993 - Present
Bob Grimm Realty August 1996 - December 2013
Skills
Tax Return Preparation, Tax Preparation, Income Tax, Small Business, Tax Accounting, Sales Tax, IRS, Tax, Real Estate, Accounts Payable, Account Reconciliation, Accounting, Bookkeeping, Tax Research, Payroll Taxes, Journal Entries, Financial Statements, Personal Income Tax..., Tax Advisory, Tax Law, Use Tax
Education
Brookdale Community College
Tax Law/Taxation
Jammers Pub August 2003 - Present
H&R Block February 2014 - May 2015
Millard Oaks Dental April 2013 - February 2014
AA American Heating and Air Conditioning September 2012 - February 2013
H & R Block October 2010 - April 2012
TD Ameritrade April 2007 - September 2009
Skills
Organizing, Customer Service, Team Leadership, Time Management, Process Scheduler, Teamwork, Training, Analysis, System Administration, Project Planning, Inventory Management, Networking, Data Entry, Access, Databases, Outlook, Customer Satisfaction, Accounting, Microsoft Excel, Budgets, Retail, Process Improvement, Forecasting, Sales
Education
Bellevue University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.667
Bellevue University 2001 — 2005
BA, Communications/Sports Management
Roncalli Catholic 1997 — 2001
Flamenco Latino March 2012 - Present
H & R Block 2010 - 2011
Education
Binghamton University 2004 — 2010
B.A., English
H&R Block December 2011 - Present
H & R Block October 2011 - Present
R U Trucking July 2011 - Present
State of Ohio - Dept of Taxation November 1984 - June 2011
Education
Bowling Green State University 1979 — 1980
Business Education
Muskingum Area Techincal College 1977 — 1979
Associate Degree in Accounting, Accounting
H & R Block January 2005 - Present
Butte Country Assessor's Offic June 1994 - December 2004
Skills
10 Key, Data Entry, Invoicing, Accounting, Accounts Receivable, Accounts Payable, Payroll
Education
CSU Chico 1969 — 1974
BA, Social Sciences
H & R Block January 2012 - Present
Skills
Customer Service, Sales
Education
Bridgewater State College 1982 — 1984
Uppy's March 2012 - Present
H & R Block January 2012 - April 2012
Skills
Customer Service, 10 Key, Customer Satisfaction, Call Center, Phone Skills, Phone Etiquette, Cashiering, Outlook, Filing, Clerical Skills, Inventory Management, Customer Experience, Fax, Cash Handling Experience, Microsoft Excel, Microsoft Word, Microsoft Office, Multi-line Phone, Administrative...
Education
Bryant and Stratton College-Richmond 2010 — 2012
Associate's degree, Criminal Justice and Corrections
H & R Block January 2003 - Present
Lehman College September 2002 - May 2012
Education
Baruch College 2010 — 2012
Master of Science (MS), Taxation
H & R Block January 2004 - Present
bobby v's March 2002 - September 2003
Skills
QuickBooks, Inventory Management, Accounts Payable, Accounting, Payroll, Accounts Receivable, Microsoft Excel, Data Entry, Retail, Customer Service, Account Reconciliation, General Ledger, Bookkeeping, 10 Key
Education
aiu 2012 — 2012
Baruch College
business
H & R Block January 2012 - Present
Skills
Tax Accounting, Tax, Accounting, Income Tax, Peachtree, Financial Statements, Quicken, Fixed Assets, Journal Entries
Education
Villanova University 2009 — 2010
Masters Certificate, Project Management
University of the District of Columbia 1989 — 1992
Bachelors of Science, Family & Consumer Sciences
Brooks College 1977 — 1978
Associate of Arts (A.A.), Fashion/Apparel Design
H & R Block Along with Office Manager duties I also prepared 300 tax returns and took care of any issues in the office.Office Manager, Tax PreparerH & R BlockJanuary 1997 - Present
Skills
Tax Preparation, Customer Service, Management, Volunteer Management, Tax Returns, Marketing, Accounting, Tax, Small Business
Education
Ball State University 1969 — 1972
Muncie Central High School 1966 — 1969
H & R Block October 2003 - Present
Stone & Webster April 1980 - January 2002
Education
Bentley College 1980 — 1990
BS, Accounting
H & R Block 2012 - 2012
Skills
Customer Service, Sales
Education
Boston University School of Education
Undergraduate and Master'+30
Black and Soli, P.C. January 2011 - Present
H & R Block January 1995 - April 2010
City of Ontario, CA February 1989 - December 2003
Skills
Accounting, Management, Tax Preparation, Financial Analysis
Education
California State Polytechnic University-Pomona 1985 — 1988
Master's degree, Accounting, 3.5
California State Polytechnic University-Pomona 1981 — 1985
Bachelor's degree, Accounting, 3.5
H & R Block January 2007 - Present
Fidelity Investments December 2004 - January 2007
Fidelity Investments December 1999 - January 2004
Fidelity Investments May 1997 - October 1999
State Street Bank September 1994 - May 1995
Skills
Qualified Retirement..., Tax Returns, Girl Scout Leader, General Ledger, QuickBooks, Account Reconciliation, Financial Reporting, Payroll, Financial Analysis, Small Business, Forecasting, Budgets, Tax Preparation, PeopleSoft, Employee Benefits, Microsoft Excel, Tax Accounting, Financial Planners, Trust Management, Trust Services, Tax Reporting, Financial Audits, External Audit, Legal Compliance, Tax Law, Tax Advisory, Retirement Planning, Retail, Research, Financial Accounting, Tax Software, State Tax, Form 5500 preparation, Auditing, Financial Markets, Capital Markets, Stock Market, Corporate Tax, Strategic Financial..., Accounting
Education
Bentley College 1992 — 1994
Bachelor of Science (B.S.), Finance
Cape Cod Community College 1989 — 1992
Associate of Arts (AA), Business Administration
H & R Block December 2005 - Present
Skills
Customer Service, Microsoft Office, Microsoft Word, Data Entry
Education
Bryant & Stratton College - Milwaukee 2005 — 2005
Medical Coding and Billing
Learning Enterprise 1992 — 1994
Diploma, Academics
Self Employment April 2013 - Present
Rapid Refill Ink May 2007 - December 2011
Garwood Egg Lady April 2008 - July 2011
H & R Block January 2004 - April 2007
Lyle's Fabrics and Crafts October 2006 - January 2007
Created By Iverna June 1995 - December 2006
Lake City Playhouse October 2005 - June 2006
Mill End Fabrics September 2002 - June 2003
Butte County Office of Education February 1997 - June 1999
Butte County Office of Education February 1997 - February 1999
Skills
Historic Costume
Education
California State University-Chico 1981 — 1985
Bachelor of Science (B.S.), Family and Consumer Sciences/Home Economics Teacher Education
California State University, Chico 1981 — 1984
Bachelor of Science (BS), Home Economics, Clothing and Textiles Option. Minor in French
Lena Rattassepp Academy 1968 — 1982
Classical Piano
Butte Community College, Oroville, California 1978 — 1981
General Education courses completed, Fashion Design
Willows High School, Willows, California 1975 — 1979
Was in Who's Who Among American High Schools, top 5% nationwide
4-H Club 1971 — 1978
Sewing, cooking, crocheting, needlepoint, ;
H & R Block January 2008 - Present
Macys July 2005 - November 2007
Macys June 2003 - July 2005
Estee Lauder Group of Companies September 1976 - December 2001
Skills
Systems Analyst, Programmers, Business, Sales, Time Management, Tax, Information Systems, Customer Service, Accounting, PowerPoint, Management, Access, Financial Accounting, Financial Analysis, Auditing
Education
Dowling College 1999 — 2002
MBA, Business Administration, 3.89
State University of New York Empire State College 1995 — 1999
bachelor of Professional Studies, Information Technology, 3.8
Borough of Manhattan Community College 1968 — 1971
AAS, 3.19
North Tonawanda, NY 1958 — 1962
H S Diploma
Cen-Med Enterprises January 2010 - January 2014
CEN-MED ENTERPRISES 2010 - 2014
Home Depot January 2008 - January 2009
H & R Block January 2005 - January 2008
The Northwest Company January 1996 - January 2007
Education
Brookdale Community College 2009 — 2009
Certificate, Business Office Support Specialist
FREEHOLD COMPUTER TRAINING 2008 — 2009
CERTIFICATE, QUICKBOOKS
Katharine Gibbs 1980 — 1980
Certificate, bookkeeping
Riverview Intermediate Unit #6 December 2006 - Present
Venango Training & Development Corporation April 2005 - December 2006
H & R Block December 2004 - April 2005
Skills
Microsoft Office, CSIU software, My Learning Plan..., eSchoolMall software, Microsoft Excel, Microsoft Word, Outlook, PDF Creator, Accounts Receivable, Accounts Payable, Invoicing, Filing, Accounting, Payroll, QuickBooks, Account Reconciliation, Sales Tax, Income Tax
Education
Clarion University of Pennsylvania 1985 — 1988
Bachelor's Degree, Accounting and Business/Management
Bradford School 1984 — 1985
Accounting Certificate with Perfect Attendance Award