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. Headquarters: Kansas City, Missouri, United States CEO: Jeff Jones Subsidiaries: H&R Block ltd, H&R Block Services Inc, Founders: Henry W. Bloch, Richard Bloch
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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15,977 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
Employee
Years
Job
Industry
Elena Forbes, EA Elena Forbes, EA's H&R Block Experience January 1998 - Present
Job Helping Women Achieve Financial Success Through Tax Savings, Business and Money Mastery!
Industry Internet
Experience
LiveALifeWithoutLimits.com November 2007 - Present
H&R Block January 1998 - Present
Skills
Customer Service, Social Media, Social Media Marketing, Microsoft Office, Social Networking, Small Business, Coaching, Budgets, Marketing Strategy, Public Speaking, Microsoft Excel, Online Advertising, Marketing, Team Building, Strategic Planning, Sales, SEO, Research, Microsoft Word, QuickBooks, Entrepreneurship, Training, Online Marketing
Education
UC Davis 1999 — 2003
Bachelor of Arts (B.A.), Psychology
LiveALifeWithoutLimits.com November 2007 - Present
H&R Block January 1998 - Present
Skills
Customer Service, Social Media, Social Media Marketing, Microsoft Office, Social Networking, Small Business, Coaching, Budgets, Marketing Strategy, Public Speaking, Microsoft Excel, Online Advertising, Marketing, Team Building, Strategic Planning, Sales, SEO, Research, Microsoft Word, QuickBooks, Entrepreneurship, Training, Online Marketing
Education
UC Davis 1999 — 2003
Bachelor of Arts (B.A.), Psychology
Mari-Anne Cooper Mari-Anne Cooper's H&R Block Experience 2012 - 2014
Job Graphics, Print, Website Production Artist at MAvC Graphics
Industry Design
Experience
MAvC Graphics - Graphic Design, Web Design, & Printing October 2005 - Present
MAvC Graphics - Graphic Design, Web Design, & Printing October 2005 - Present
Semper International February 2005 - August 2014
H&R Block 2012 - 2014
H&R Block 2012 - 2014
Staples DCS October 2007 - May 2009
Skills
Fine Art, Graphic Design, Web Design, Pre-press, Adobe Creative Suite, Microsoft Office, Event Photography, Logo Design, Business Cards, Web Template Assistance, Web Banners, Brochures, Slideshows, Invitations, CD/DVD Covers & Inserts, Vinyl Banners, Yard Signs, Vehicle Graphics, Posters, Postcards, Notepads, Flyers, Custom Designs, Customer Service, Bookmarks, Door Hangers, Hang Tags, Greeting Cards, Letterhead, Envelopes, Labels, Bumper Stickers, Banner Ads, Graphics, Advertising, Stationery, Production Art, Banners, Graphic Arts, Slide Shows, SEO, Marketing, Social Media
Education
UC Berkeley 1989 — 1991
MFA, Fine Arts
UC Berkeley 1983 — 1988
Bachelor of Arts (B.A.), Fine/Studio Arts
UC Berkeley 1983 — 1988
Bachelor of Arts (BA), Fine/Studio Arts, General
MAvC Graphics - Graphic Design, Web Design, & Printing October 2005 - Present
MAvC Graphics - Graphic Design, Web Design, & Printing October 2005 - Present
Semper International February 2005 - August 2014
H&R Block 2012 - 2014
H&R Block 2012 - 2014
Staples DCS October 2007 - May 2009
Skills
Fine Art, Graphic Design, Web Design, Pre-press, Adobe Creative Suite, Microsoft Office, Event Photography, Logo Design, Business Cards, Web Template Assistance, Web Banners, Brochures, Slideshows, Invitations, CD/DVD Covers & Inserts, Vinyl Banners, Yard Signs, Vehicle Graphics, Posters, Postcards, Notepads, Flyers, Custom Designs, Customer Service, Bookmarks, Door Hangers, Hang Tags, Greeting Cards, Letterhead, Envelopes, Labels, Bumper Stickers, Banner Ads, Graphics, Advertising, Stationery, Production Art, Banners, Graphic Arts, Slide Shows, SEO, Marketing, Social Media
Education
UC Berkeley 1989 — 1991
MFA, Fine Arts
UC Berkeley 1983 — 1988
Bachelor of Arts (B.A.), Fine/Studio Arts
UC Berkeley 1983 — 1988
Bachelor of Arts (BA), Fine/Studio Arts, General
Tam Jacobs Tam Jacobs's H&R Block Experience January 2015 - April 2015
Job Client Service Professional at H&R Block
Industry Education Management
Experience
H&R Block January 2015 - April 2015
Hollister Co. June 2010 - September 2010
Skills
PowerPoint, Critical Thinking, Microsoft Office, Microsoft Word, Research, Teaching, Microsoft Excel, Customer Service, English, Windows, Communication, Social Networking, Social Media, Teamwork, Qualitative Research, Education, Marketing, Appointment Scheduling, Office Cleaning, Payment Services, Organization Skills, Filing
Education
University of California, Riverside 2010 — 2014
Bachelor of Arts (BA), Ethnic Studies and Education, Senior
Montana Academy 2008 — 2009
H&R Block January 2015 - April 2015
Hollister Co. June 2010 - September 2010
Skills
PowerPoint, Critical Thinking, Microsoft Office, Microsoft Word, Research, Teaching, Microsoft Excel, Customer Service, English, Windows, Communication, Social Networking, Social Media, Teamwork, Qualitative Research, Education, Marketing, Appointment Scheduling, Office Cleaning, Payment Services, Organization Skills, Filing
Education
University of California, Riverside 2010 — 2014
Bachelor of Arts (BA), Ethnic Studies and Education, Senior
Montana Academy 2008 — 2009
Chrissy Youngborg Chrissy Youngborg's H&R Block Experience October 2013 - April 2014
Job Sales Support Coordinator at Maletis Beverage
Industry Marketing and Advertising
Experience
Maletis Beverage July 2014 - Present
H&R Block October 2013 - April 2014
H&R Block June 2013 - October 2013
H&R Block January 2013 - April 2013
Milliaire Winery June 2012 - November 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Customer Service, Social Media, Editing, Fundraising, Photoshop, Social Networking, Microsoft Word
Education
University of California, Santa Barbara 2008 — 2012
Bachelor's Degree, Political Science
Maletis Beverage July 2014 - Present
H&R Block October 2013 - April 2014
H&R Block June 2013 - October 2013
H&R Block January 2013 - April 2013
Milliaire Winery June 2012 - November 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Customer Service, Social Media, Editing, Fundraising, Photoshop, Social Networking, Microsoft Word
Education
University of California, Santa Barbara 2008 — 2012
Bachelor's Degree, Political Science
Jean Rishel-Velasco Jean Rishel-Velasco's H&R Block Experience January 2010 - Present
Job Tax Specialist
Industry Accounting
Experience
H&R Block January 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML
Education
Tulane University School of Public Health
Master of Public Health (MPH), Nutrition Sciences
UCSD 1976 — 1980
Bachelor's degree, Biology, General
Banning High School
H&R Block January 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML
Education
Tulane University School of Public Health
Master of Public Health (MPH), Nutrition Sciences
UCSD 1976 — 1980
Bachelor's degree, Biology, General
Banning High School
Patrick Noel Tio, CPA Patrick Noel Tio, CPA's H&R Block Experience December 2003 - April 2004
Job President at AmeriThreads, Inc.
Industry Apparel & Fashion
Experience
Nick and Mo Clothes 2012 - Present
AmeriThreads, Inc. August 2010 - Present
Prima-Tex Industries, Inc. January 2008 - Present
KPMG US August 2004 - January 2008
H&R Block December 2003 - April 2004
Education
University of California, Los Angeles 1999 — 2003
B.A., Economics - Business
Nick and Mo Clothes 2012 - Present
AmeriThreads, Inc. August 2010 - Present
Prima-Tex Industries, Inc. January 2008 - Present
KPMG US August 2004 - January 2008
H&R Block December 2003 - April 2004
Education
University of California, Los Angeles 1999 — 2003
B.A., Economics - Business
Bernardo Abecia Bernardo Abecia's H&R Block Experience December 2013 - April 2014
Job Portfolio Operations Analyst Consultant at Kaspick & Company
Industry Financial Services
Experience
Taproot Foundation November 2013 - Present
Kaspick & Company, member of TIAA-CREF group of companies September 2014 - October 2014
H&R Block December 2013 - April 2014
Investment Banking Institute September 2013 - October 2013
The Asia Foundation September 2010 - January 2011
Abecia Family December 2007 - September 2010
RS Investments March 2007 - November 2007
Wells Capital Management, Investment arm of Wells Fargo June 2005 - December 2006
Allianz Global Investors (formerly RCM Global Investors) January 2001 - May 2005
Consolidated Bank & Trust Company (Solidbank), Manila Philippines January 1995 - May 2000
Skills
Equities, Fixed Income, Financial Reporting, Financial Analysis, Corporate Finance, Budget Setting, Budget Monitoring, Budget Reconciliation, Financial Modeling, Account Reconciliation, Financial Accounting, Bloomberg, Accounting, Asset Management, Investments, Finance
Education
H&R Block Income Tax Course 2013 — 2013
Taxation Course Training, Taxation
Investment Banking Institute 2013 — 2013
Financial Modeling Training
University of California, Berkeley 2010 — 2012
Finance, Corporate Finance Specialization Certificate
Polytechnic University of the Philippines
Bachelor of Science (B.S.), Accounting
Taproot Foundation November 2013 - Present
Kaspick & Company, member of TIAA-CREF group of companies September 2014 - October 2014
H&R Block December 2013 - April 2014
Investment Banking Institute September 2013 - October 2013
The Asia Foundation September 2010 - January 2011
Abecia Family December 2007 - September 2010
RS Investments March 2007 - November 2007
Wells Capital Management, Investment arm of Wells Fargo June 2005 - December 2006
Allianz Global Investors (formerly RCM Global Investors) January 2001 - May 2005
Consolidated Bank & Trust Company (Solidbank), Manila Philippines January 1995 - May 2000
Skills
Equities, Fixed Income, Financial Reporting, Financial Analysis, Corporate Finance, Budget Setting, Budget Monitoring, Budget Reconciliation, Financial Modeling, Account Reconciliation, Financial Accounting, Bloomberg, Accounting, Asset Management, Investments, Finance
Education
H&R Block Income Tax Course 2013 — 2013
Taxation Course Training, Taxation
Investment Banking Institute 2013 — 2013
Financial Modeling Training
University of California, Berkeley 2010 — 2012
Finance, Corporate Finance Specialization Certificate
Polytechnic University of the Philippines
Bachelor of Science (B.S.), Accounting
Thomas M. Ngo Thomas M. Ngo's H&R Block Experience January 2014 - April 2014
Job File Clerk at Foley Bezek Behle & Curtis LLP
Industry Research
Experience
H&R Block January 2014 - April 2014
Boys and Girls Club of Santa Barbara October 2013 - March 2014
Daily Direct Mail January 2012 - July 2012
Skills
Research, Creative Strategy, Tutoring, Interpersonal..., Microsoft Office, Data Analysis, Microsoft Excel, Data Entry, Mail Merge, Marketing Communications, Marketing Strategy, Press Releases
Education
University of California-Merced 2009 — 2011
Bachelor of Arts (B.A.), Economics, Major GPA: 3.48
University of Bologna
UC Rome Study Center
H&R Block January 2014 - April 2014
Boys and Girls Club of Santa Barbara October 2013 - March 2014
Daily Direct Mail January 2012 - July 2012
Skills
Research, Creative Strategy, Tutoring, Interpersonal..., Microsoft Office, Data Analysis, Microsoft Excel, Data Entry, Mail Merge, Marketing Communications, Marketing Strategy, Press Releases
Education
University of California-Merced 2009 — 2011
Bachelor of Arts (B.A.), Economics, Major GPA: 3.48
University of Bologna
UC Rome Study Center
Veronica Silva-Gil Veronica Silva-Gil's H&R Block Experience January 2006 - Present
Job Staff Services Manager
Industry Government Relations
Experience
CalPERS May 2015 - Present
H&R Block January 2006 - Present
US Bank December 1997 - May 2015
Skills
Cash Management, Loans, Credit, Banking, Financial Analysis, Credit Analysis, Retail Banking, Finance, Strategic Financial..., Accounting, Customer Service, Mortgage Lending, Commercial Banking, Customer Satisfaction, Mutual Funds, Consumer Lending, Insurance, Small Business Lending, Small Business, Management, Team Building, Financial Planning
Education
University of Phoenix-Sacramento Valley Campus 2004 — 2009
Master of Business Administration (MBA), Accounting and Business/Management
University of California, Davis 1991 — 1996
Bachelor of Science (BS), Managerial Economics
University of California, Davis 1991 — 1996
Bachelor of Arts (BA), Spanish Language and Literature
CalPERS May 2015 - Present
H&R Block January 2006 - Present
US Bank December 1997 - May 2015
Skills
Cash Management, Loans, Credit, Banking, Financial Analysis, Credit Analysis, Retail Banking, Finance, Strategic Financial..., Accounting, Customer Service, Mortgage Lending, Commercial Banking, Customer Satisfaction, Mutual Funds, Consumer Lending, Insurance, Small Business Lending, Small Business, Management, Team Building, Financial Planning
Education
University of Phoenix-Sacramento Valley Campus 2004 — 2009
Master of Business Administration (MBA), Accounting and Business/Management
University of California, Davis 1991 — 1996
Bachelor of Science (BS), Managerial Economics
University of California, Davis 1991 — 1996
Bachelor of Arts (BA), Spanish Language and Literature
Akshay Anand Akshay Anand's H&R Block Experience October 2009 - April 2011
Job Insights, Storytelling and Strategy at Kelley Blue Book
Industry Automotive
Experience
Kelley Blue Book August 2014 - Present
Pro Football Focus July 2010 - April 2015
Kelley Blue Book January 2013 - August 2014
Kelley Blue Book May 2011 - January 2013
Pro Search Plus June 2010 - June 2011
H&R Block October 2009 - April 2011
Pacific Life October 2007 - July 2008
Skills
Competitive Analysis, Web Analytics, Data Analysis, Performance Reporting, Marketing Strategy, Digital Marketing, Microsoft Excel, Market Analysis, Strategic Insights, Market Intelligence, Insight Generation, Strategic Planning, Market Research, Omniture, Automotive, Consumer Insights, Business Strategy, Football, Client Presentation, Public Speaking, Leadership, Strategic Leadership, Thought Leadership, Customer Insight, Analysis, Analytics, Business Insights, Sales, Account Management
Education
University of California, Irvine 2003 — 2007
B.A., International Studies
Kelley Blue Book August 2014 - Present
Pro Football Focus July 2010 - April 2015
Kelley Blue Book January 2013 - August 2014
Kelley Blue Book May 2011 - January 2013
Pro Search Plus June 2010 - June 2011
H&R Block October 2009 - April 2011
Pacific Life October 2007 - July 2008
Skills
Competitive Analysis, Web Analytics, Data Analysis, Performance Reporting, Marketing Strategy, Digital Marketing, Microsoft Excel, Market Analysis, Strategic Insights, Market Intelligence, Insight Generation, Strategic Planning, Market Research, Omniture, Automotive, Consumer Insights, Business Strategy, Football, Client Presentation, Public Speaking, Leadership, Strategic Leadership, Thought Leadership, Customer Insight, Analysis, Analytics, Business Insights, Sales, Account Management
Education
University of California, Irvine 2003 — 2007
B.A., International Studies
Jennifer Riggle Jennifer Riggle's H&R Block Experience December 2014 - February 2015
Job Gallery Interpreter
Industry Museums and Institutions
Experience
Arizona Museum of Natural History October 2014 - Present
Pro Precision, LLC December 2014 - Present
Phoenix Zoo March 2015 - May 2015
H&R Block December 2014 - February 2015
Boys & Girls Clubs of Redlands March 2014 - July 2014
Alvord Unified School District / La Sierra High School August 2013 - May 2014
County of Riverside - Park District October 2009 - October 2013
Montclair High School October 2001 - June 2010
University of California, Riverside September 2006 - September 2009
Self Employed Tutor September 2008 - June 2009
Skills
Microsoft Office, Teamwork, Microsoft Excel, English, Government, Customer Service, Nonprofits, Science Education, Museum Education, Museums, Geology, Training, Teaching, Science, Public Speaking, Public Administration, Leadership, PowerPoint, Accounting, Academic Tutoring, Local Government, Basic Spanish, Cash Handling Experience, Employee Training, Procedure Manuals, Fluent English, Windows 7, Windows XP Pro, Mathematics, Multi Tasking, Public Sector, Time Management, Supervisory Skills, Youth Development, Tutoring, Microsoft Word, Accountability, Problem Solving, Troubleshooting
Education
University of California, Riverside 2004 — 2014
Bachelor's Degree, General Geosciences with a concentration in Geophysics
Chaffey Community College 2001 — 2004
Associate of Arts, University Studies
Montclair High School 1997 — 2001
Diploma, High School, 4.167 (Mixed scale. Honors/AP 5 point scale, Prep 4 point scale)
Arizona Museum of Natural History October 2014 - Present
Pro Precision, LLC December 2014 - Present
Phoenix Zoo March 2015 - May 2015
H&R Block December 2014 - February 2015
Boys & Girls Clubs of Redlands March 2014 - July 2014
Alvord Unified School District / La Sierra High School August 2013 - May 2014
County of Riverside - Park District October 2009 - October 2013
Montclair High School October 2001 - June 2010
University of California, Riverside September 2006 - September 2009
Self Employed Tutor September 2008 - June 2009
Skills
Microsoft Office, Teamwork, Microsoft Excel, English, Government, Customer Service, Nonprofits, Science Education, Museum Education, Museums, Geology, Training, Teaching, Science, Public Speaking, Public Administration, Leadership, PowerPoint, Accounting, Academic Tutoring, Local Government, Basic Spanish, Cash Handling Experience, Employee Training, Procedure Manuals, Fluent English, Windows 7, Windows XP Pro, Mathematics, Multi Tasking, Public Sector, Time Management, Supervisory Skills, Youth Development, Tutoring, Microsoft Word, Accountability, Problem Solving, Troubleshooting
Education
University of California, Riverside 2004 — 2014
Bachelor's Degree, General Geosciences with a concentration in Geophysics
Chaffey Community College 2001 — 2004
Associate of Arts, University Studies
Montclair High School 1997 — 2001
Diploma, High School, 4.167 (Mixed scale. Honors/AP 5 point scale, Prep 4 point scale)
Marco White Marco White's H&R Block Experience March 2006 - July 2008
Job Entrepreneur, Board Director, CLevel Senior Executive of Internet Startups to Fortune 100 Global Corps for over 25 yrs
Industry Entertainment
Experience
Global Enterprise Strategic Consulting Services January 2010 - Present
Casa Blanca Media, Inc. January 1998 - Present
Los Angeles Dodgers July 2008 - January 2010
H&R Block March 2006 - July 2008
NBC/Universal January 2000 - March 2006
Time Warner / Warner Music Group September 1998 - December 1999
Time Warner / Atlantic Records September 1996 - September 1998
Time Warner / Rhino Records November 1989 - September 1996
Skills
Strategic Partnerships, Unified Communications, Managed Hosting, Strategic Planning, ERP, CRM, DRM, IP, Social Media, Big Data, Executive Management, Security, Networking, Sourcing, Applications, Business Strategy, Business Process..., Cloud Computing, Cloud Computing IaaS, PaaS, IaaS, SaaS, Security as a Service, Data as a Service, IT as a Service, Virtualization, Storage Virtualization, Application..., Datacenter...
Education
University of California, Los Angeles
MBA
University of California, Los Angeles
BE, Computer Engineering
University of California, Los Angeles
BA, Economics
University of California, Los Angeles
BA, African-American Studies
Global Enterprise Strategic Consulting Services January 2010 - Present
Casa Blanca Media, Inc. January 1998 - Present
Los Angeles Dodgers July 2008 - January 2010
H&R Block March 2006 - July 2008
NBC/Universal January 2000 - March 2006
Time Warner / Warner Music Group September 1998 - December 1999
Time Warner / Atlantic Records September 1996 - September 1998
Time Warner / Rhino Records November 1989 - September 1996
Skills
Strategic Partnerships, Unified Communications, Managed Hosting, Strategic Planning, ERP, CRM, DRM, IP, Social Media, Big Data, Executive Management, Security, Networking, Sourcing, Applications, Business Strategy, Business Process..., Cloud Computing, Cloud Computing IaaS, PaaS, IaaS, SaaS, Security as a Service, Data as a Service, IT as a Service, Virtualization, Storage Virtualization, Application..., Datacenter...
Education
University of California, Los Angeles
MBA
University of California, Los Angeles
BE, Computer Engineering
University of California, Los Angeles
BA, Economics
University of California, Los Angeles
BA, African-American Studies
Brenda Llamas Brenda Llamas's H&R Block Experience January 2015 - April 2015
Job Student at University of California, Riverside
Industry
Experience
H&R Block January 2015 - April 2015
Skills
Strategic Planning, Customer Service, Public Speaking, Research, Social Media, Teamwork, Microsoft Office, Negotiation, Sales, Event Planning, Outlook, Time Management, Project Management, Training, Critical Thinking, Leadership, Management
Education
University of California, Riverside 2010 — 2015
B.A. in Sociology
University of California, Riverside 2010 — 2015
B.S. in Business Administration, Concentration in Marketing
H&R Block January 2015 - April 2015
Skills
Strategic Planning, Customer Service, Public Speaking, Research, Social Media, Teamwork, Microsoft Office, Negotiation, Sales, Event Planning, Outlook, Time Management, Project Management, Training, Critical Thinking, Leadership, Management
Education
University of California, Riverside 2010 — 2015
B.A. in Sociology
University of California, Riverside 2010 — 2015
B.S. in Business Administration, Concentration in Marketing
Keola Ballungay Keola Ballungay's H&R Block Experience September 2014 - Present
Job Tax Preparer and Advisor
Industry Accounting
Experience
H&R Block September 2014 - Present
H&R Block November 2009 - Present
Skills
Accounting, General Ledger, Journal Entries, GAAP, Tax Returns, Microsoft Word, Tax, Management Accounting, Analysis, Financial Accounting, PowerPoint, Customer Service, Tax Preparation, CPA, Account Reconciliation, Microsoft Excel, Microsoft Office, Income Tax, Financial Statements
Education
Keller Graduate School of Management 2006 — 2008
Masters, Accounting & Financial Management
University of California, Riverside
Bachelor's Degree, Biology
H&R Block September 2014 - Present
H&R Block November 2009 - Present
Skills
Accounting, General Ledger, Journal Entries, GAAP, Tax Returns, Microsoft Word, Tax, Management Accounting, Analysis, Financial Accounting, PowerPoint, Customer Service, Tax Preparation, CPA, Account Reconciliation, Microsoft Excel, Microsoft Office, Income Tax, Financial Statements
Education
Keller Graduate School of Management 2006 — 2008
Masters, Accounting & Financial Management
University of California, Riverside
Bachelor's Degree, Biology
Jennifer Fung Jennifer Fung's H&R Block Experience June 2009 - December 2009
Job Staff Accountant @ Upsight, Inc. / CPA Candidate
Industry Internet
Experience
Upsight, Inc. March 2014 - Present
Tides July 2012 - March 2014
Craigslist April 2011 - July 2012
Chase Bank August 2009 - May 2011
H&R Block June 2009 - December 2009
Subway June 2008 - August 2009
Skills
Microsoft Excel, Finance, Salesforce.com, Accounting, Event Planning, Microsoft Word, Microsoft Office, Economics, GAAP, Financial Analysis, Budgets, Accounts Receivable, Financial Reporting, Analysis, Data Analysis, Data Entry, Management, Internal Controls, Invoicing, Customer Service, Banking
Education
UC Davis 2005 — 2009
Bachelor of Arts (B.A.), Economics
Mercy High 2001 — 2005
Upsight, Inc. March 2014 - Present
Tides July 2012 - March 2014
Craigslist April 2011 - July 2012
Chase Bank August 2009 - May 2011
H&R Block June 2009 - December 2009
Subway June 2008 - August 2009
Skills
Microsoft Excel, Finance, Salesforce.com, Accounting, Event Planning, Microsoft Word, Microsoft Office, Economics, GAAP, Financial Analysis, Budgets, Accounts Receivable, Financial Reporting, Analysis, Data Analysis, Data Entry, Management, Internal Controls, Invoicing, Customer Service, Banking
Education
UC Davis 2005 — 2009
Bachelor of Arts (B.A.), Economics
Mercy High 2001 — 2005
Karon May Karon May's H&R Block Experience June 2006 - May 2009
Job Owner at Karon May Tax Preparation
Industry Computer Software
Experience
Karon May Tax Preparation January 2005 - Present
Intuit August 2010 - January 2012
Intuit July 2009 - August 2010
H&R Block June 2006 - May 2009
Karon May's Creative Decorating Ideas January 2005 - June 2006
H&R Block December 2002 - June 2003
Film and TV Production 1986 - 2003
Skills
Budgets, Visio, Scrum, Tax Preparation, Tax, Tax Returns, Customer Service, Microsoft Excel, Quality Assurance, Microsoft Word, Microsoft Office, PowerPoint, ProSeries professional..., Lacerte professional..., Turbotax, Turbo Tax, Marketing, User Interface Design, Small Business, Accounting, Project Management, Team Building, Agile Methodologies
Education
San Diego State University
BA, Speech Arts/Theatre
University of California, San Diego
Marketing Certificate Program
Karon May Tax Preparation January 2005 - Present
Intuit August 2010 - January 2012
Intuit July 2009 - August 2010
H&R Block June 2006 - May 2009
Karon May's Creative Decorating Ideas January 2005 - June 2006
H&R Block December 2002 - June 2003
Film and TV Production 1986 - 2003
Skills
Budgets, Visio, Scrum, Tax Preparation, Tax, Tax Returns, Customer Service, Microsoft Excel, Quality Assurance, Microsoft Word, Microsoft Office, PowerPoint, ProSeries professional..., Lacerte professional..., Turbotax, Turbo Tax, Marketing, User Interface Design, Small Business, Accounting, Project Management, Team Building, Agile Methodologies
Education
San Diego State University
BA, Speech Arts/Theatre
University of California, San Diego
Marketing Certificate Program
Naomi Liang, EIT Naomi Liang, EIT's H&R Block Experience January 2009 - March 2009
Job Assistant Engineer at Wood Rodgers, Inc.
Industry Civil Engineering
Experience
Wood Rodgers, Inc. April 2014 - Present
University of California Pavement Research Center May 2012 - August 2013
Wind Harvest International March 2013 - June 2013
Transportation Land Use Sustainable Design March 2012 - June 2012
Nutrition Department of University of California September 2009 - September 2011
H&R Block January 2009 - March 2009
California Department of Motor Vehicles May 2008 - September 2008
Skills
Microsoft Office, Matlab, Microsoft Excel, Microsoft Word, PowerPoint, AutoCAD, Data Analysis, Simulations, Analysis, Statistics, GIS, Research, Surveying
Education
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Civil Engineering with Construction Management Minor
Wood Rodgers, Inc. April 2014 - Present
University of California Pavement Research Center May 2012 - August 2013
Wind Harvest International March 2013 - June 2013
Transportation Land Use Sustainable Design March 2012 - June 2012
Nutrition Department of University of California September 2009 - September 2011
H&R Block January 2009 - March 2009
California Department of Motor Vehicles May 2008 - September 2008
Skills
Microsoft Office, Matlab, Microsoft Excel, Microsoft Word, PowerPoint, AutoCAD, Data Analysis, Simulations, Analysis, Statistics, GIS, Research, Surveying
Education
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Civil Engineering with Construction Management Minor
Onna Nelson's H&R Block Experience November 2009 - April 2010
Job Instructional Designer at MapR Technologies
Industry E-Learning
Experience
MapR Technologies June 2015 - Present
UC Santa Barbara April 2015 - June 2015
UC Santa Barbara June 2014 - June 2015
UC Santa Barbara July 2012 - June 2015
UC Santa Barbara November 2012 - May 2015
UC Santa Barbara June 2011 - June 2014
UC Santa Barbara November 2010 - January 2013
H&R Block November 2009 - April 2010
UC Davis February 2008 - October 2008
City of Davis January 2007 - March 2008
Skills
Teaching, Research, Linguistics, Data Analysis, Higher Education, E-Learning, Social Media, Python, R, Data Science, Microsoft Office, Adobe Creative Suite, Big Data, Editing, Writing, Corpus Linguistics, Text Analytics, Natural Language..., Phonology, Cognitive Science, Statistics, Data Visualization, Technical Writing, Lecturing, Academic Advising, Student Development, Academic Writing, Proofreading, Tutoring, Social Networking, Teaching English as a..., Moodle, Drupal, JavaScript, CSS, HTML, Web Design, WordPress, Web Content, LaTeX, Photoshop, Illustrator, InDesign, Hadoop, Instructional Design
Education
University of California, Santa Barbara 2012 — 2015
C.Phil, Linguistics and Cognitive Science
University of California, Santa Barbara 2010 — 2012
Master of Arts (MA), Linguistics
University of California, Davis 2006 — 2009
B.A., Linguistics
Clayton Valley High 2002 — 2006
High School
MapR Technologies June 2015 - Present
UC Santa Barbara April 2015 - June 2015
UC Santa Barbara June 2014 - June 2015
UC Santa Barbara July 2012 - June 2015
UC Santa Barbara November 2012 - May 2015
UC Santa Barbara June 2011 - June 2014
UC Santa Barbara November 2010 - January 2013
H&R Block November 2009 - April 2010
UC Davis February 2008 - October 2008
City of Davis January 2007 - March 2008
Skills
Teaching, Research, Linguistics, Data Analysis, Higher Education, E-Learning, Social Media, Python, R, Data Science, Microsoft Office, Adobe Creative Suite, Big Data, Editing, Writing, Corpus Linguistics, Text Analytics, Natural Language..., Phonology, Cognitive Science, Statistics, Data Visualization, Technical Writing, Lecturing, Academic Advising, Student Development, Academic Writing, Proofreading, Tutoring, Social Networking, Teaching English as a..., Moodle, Drupal, JavaScript, CSS, HTML, Web Design, WordPress, Web Content, LaTeX, Photoshop, Illustrator, InDesign, Hadoop, Instructional Design
Education
University of California, Santa Barbara 2012 — 2015
C.Phil, Linguistics and Cognitive Science
University of California, Santa Barbara 2010 — 2012
Master of Arts (MA), Linguistics
University of California, Davis 2006 — 2009
B.A., Linguistics
Clayton Valley High 2002 — 2006
High School
Michelle Nguyen Monticello, EA's H&R Block Experience December 2010 - Present
Job Master Tax Advisor at H&R Block
Industry Accounting
Experience
Ameriprise Financial Services, Inc. May 2011 - Present
H&R Block December 2010 - Present
Interlink Financial Group August 1999 - August 2008
Skills
Tax Preparation, Tax, QuickBooks, Accounting, Account Reconciliation, Accounts Payable, Financial Reporting, Financial Analysis, Bookkeeping, Payroll, Microsoft Excel, Income Tax, Tax Accounting, Tax Advisory, Cash Flow
Education
University of California, Davis 1993 — 2003
BA
Ameriprise Financial Services, Inc. May 2011 - Present
H&R Block December 2010 - Present
Interlink Financial Group August 1999 - August 2008
Skills
Tax Preparation, Tax, QuickBooks, Accounting, Account Reconciliation, Accounts Payable, Financial Reporting, Financial Analysis, Bookkeeping, Payroll, Microsoft Excel, Income Tax, Tax Accounting, Tax Advisory, Cash Flow
Education
University of California, Davis 1993 — 2003
BA
Jose Serrano Jr.'s H&R Block Experience December 2010 - April 2011
Job Freelance Production / Writing
Industry Motion Pictures and Film
Experience
Disney's Children Center March 2012 - Present
Quinn (Film) June 2015 - June 2015
Wipe (Short Film) April 2014 - April 2014
Disneyland Resort October 2011 - June 2012
Ortega Dining Commons March 2008 - June 2011
H&R Block December 2010 - April 2011
KCSB-FM 91.9 March 2008 - December 2010
Cineteca di Bologna January 2010 - June 2010
Bliss Unlimited July 2008 - August 2008
Bexel 2007 - 2007
Skills
Spanish, Time Management, Social Networking, Research, Youth Mentoring, Microsoft Excel, Video Production, Administrative Work, Tax, Event Planning, Public Speaking, Data Entry, Office Administration, Finance, Mac, Excel, PowerPoint, Outlook, SAP system, Facebook, Instagram, iOS, Twitter, Windows
Education
University of California, Santa Barbara 2007 — 2011
Communication, Communication, General
Disney's Children Center March 2012 - Present
Quinn (Film) June 2015 - June 2015
Wipe (Short Film) April 2014 - April 2014
Disneyland Resort October 2011 - June 2012
Ortega Dining Commons March 2008 - June 2011
H&R Block December 2010 - April 2011
KCSB-FM 91.9 March 2008 - December 2010
Cineteca di Bologna January 2010 - June 2010
Bliss Unlimited July 2008 - August 2008
Bexel 2007 - 2007
Skills
Spanish, Time Management, Social Networking, Research, Youth Mentoring, Microsoft Excel, Video Production, Administrative Work, Tax, Event Planning, Public Speaking, Data Entry, Office Administration, Finance, Mac, Excel, PowerPoint, Outlook, SAP system, Facebook, Instagram, iOS, Twitter, Windows
Education
University of California, Santa Barbara 2007 — 2011
Communication, Communication, General
Tatyana Shevnina Tatyana Shevnina's H&R Block Experience January 2008 - April 2011
Job Enrolled Agent at Lina's Tax Team
Industry Accounting
Experience
Lina's Tax Team January 2015 - Present
Lina's Tax Team January 2014 - January 2015
Lina's Tax Team September 2013 - January 2014
WCIRB December 2009 - September 2013
H&R Block January 2008 - April 2011
WCIRB April 2009 - December 2009
WCIRB August 2005 - April 2009
Skills
Customer Service, Microsoft Office, Project Management, Leadership, Microsoft Excel, Tax, Tax Preparation, Tax Returns, Income Tax, Training, Business Process..., Business Process, Client Education, Client Services, Client Rapport, ProSeries, Office Tools..., Budgets, Financial Analysis, Team Leadership, Program Management, Team Building, Outlook
Education
UC Davis 1999 — 2003
Bachelor of Science (BS), Managerial Economics
Lina's Tax Team January 2015 - Present
Lina's Tax Team January 2014 - January 2015
Lina's Tax Team September 2013 - January 2014
WCIRB December 2009 - September 2013
H&R Block January 2008 - April 2011
WCIRB April 2009 - December 2009
WCIRB August 2005 - April 2009
Skills
Customer Service, Microsoft Office, Project Management, Leadership, Microsoft Excel, Tax, Tax Preparation, Tax Returns, Income Tax, Training, Business Process..., Business Process, Client Education, Client Services, Client Rapport, ProSeries, Office Tools..., Budgets, Financial Analysis, Team Leadership, Program Management, Team Building, Outlook
Education
UC Davis 1999 — 2003
Bachelor of Science (BS), Managerial Economics
Barry Buner Barry Buner's H&R Block Experience 2006 - April 2014
Job Financial Data Analyst at Cornerstone Partners
Industry Financial Services
Experience
Cornerstone Partners February 2013 - Present
H&R Block 2006 - April 2014
The Kansas City Star 2002 - 2012
Transamerica 1972 - 2001
Skills
Business Analysis, Analysis, Budgets, Accounting, Account Reconciliation, Access, Microsoft Office, Data Analysis, Reporting & Analysis, Process Improvement, Variance Analysis, Microsoft Word, Finance, Microsoft Excel, Financial Reporting, Training, Time Management, Financial Analysis, Management
Education
University of California, Irvine
Bachelor of Arts (B.A.), Mathematics
Cornerstone Partners February 2013 - Present
H&R Block 2006 - April 2014
The Kansas City Star 2002 - 2012
Transamerica 1972 - 2001
Skills
Business Analysis, Analysis, Budgets, Accounting, Account Reconciliation, Access, Microsoft Office, Data Analysis, Reporting & Analysis, Process Improvement, Variance Analysis, Microsoft Word, Finance, Microsoft Excel, Financial Reporting, Training, Time Management, Financial Analysis, Management
Education
University of California, Irvine
Bachelor of Arts (B.A.), Mathematics
Moni Hristov Moni Hristov's H&R Block Experience 2014 - 2014
Job Tax Associate at H&R Block
Industry Financial Services
Experience
H&R Block 2014 - 2014
ADR Services, Inc. December 2012 - July 2013
Intratem October 2012 - December 2012
onegoodlove.com February 2011 - April 2012
Bulgarian Development Company September 2007 - December 2007
Martern June 2007 - September 2007
Skills
Microsoft Office, QuickBooks, Cash Management, Customer Service, Office Management, Bulgarian, Online Advertising, Social Media, Fathom, Stata, R
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (BA), Economics
H&R Block 2014 - 2014
ADR Services, Inc. December 2012 - July 2013
Intratem October 2012 - December 2012
onegoodlove.com February 2011 - April 2012
Bulgarian Development Company September 2007 - December 2007
Martern June 2007 - September 2007
Skills
Microsoft Office, QuickBooks, Cash Management, Customer Service, Office Management, Bulgarian, Online Advertising, Social Media, Fathom, Stata, R
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), Economics
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (BA), Economics
Jeff Schy Gleeson's H&R Block Experience January 2013 - Present
Job Experienced Controller | CPA | MBA | Open to opportunities
Industry Accounting
Experience
Assistant Controller Leadership in the Greater Boston Area 2012 - Present
H&R Block January 2013 - Present
Silverstone Development LLC January 2010 - December 2012
The Tannery - Boston MA. December 2001 - February 2012
Levine, Katz, Nannis + Solomon, PC December 2006 - September 2008
NASPE July 1999 - February 2001
Joseph B. Cohan, CPA's December 1998 - May 1999
Marra & Company, CPA's July 1996 - November 1998
Levine, Zeidman CPA's August 1994 - June 1996
Skills
Internal Controls, Auditing, Financial Reporting, Accounting, Tax Preparation, Income Tax, Corporate Tax, Operational Planning, Inventory Control, Budgeting, Cash Management, Cash Flow, Accounts Payable, Accounts Receivable, Reconciliations, Fixed Assets, Supervisory Skills, Quickbooks, Excel, Year End Close, QuickBooks, Microsoft Excel, Budgets, Account Reconciliation, CPA, Year-end Close, General Ledger, Forecasting, Financial Statements, Internal Audit, Access, Payroll, Leadership, Cost Accounting, Small Business, GAAP
Education
University of Bridgeport 1978 — 1980
Master of Business Administration (M.B.A.), Marketing
University of Bridgeport 1974 — 1978
Bachelor of Arts (B.A.), Accounting
Assistant Controller Leadership in the Greater Boston Area 2012 - Present
H&R Block January 2013 - Present
Silverstone Development LLC January 2010 - December 2012
The Tannery - Boston MA. December 2001 - February 2012
Levine, Katz, Nannis + Solomon, PC December 2006 - September 2008
NASPE July 1999 - February 2001
Joseph B. Cohan, CPA's December 1998 - May 1999
Marra & Company, CPA's July 1996 - November 1998
Levine, Zeidman CPA's August 1994 - June 1996
Skills
Internal Controls, Auditing, Financial Reporting, Accounting, Tax Preparation, Income Tax, Corporate Tax, Operational Planning, Inventory Control, Budgeting, Cash Management, Cash Flow, Accounts Payable, Accounts Receivable, Reconciliations, Fixed Assets, Supervisory Skills, Quickbooks, Excel, Year End Close, QuickBooks, Microsoft Excel, Budgets, Account Reconciliation, CPA, Year-end Close, General Ledger, Forecasting, Financial Statements, Internal Audit, Access, Payroll, Leadership, Cost Accounting, Small Business, GAAP
Education
University of Bridgeport 1978 — 1980
Master of Business Administration (M.B.A.), Marketing
University of Bridgeport 1974 — 1978
Bachelor of Arts (B.A.), Accounting
Sabrina (Bini) Lee, CFP® Sabrina (Bini) Lee, CFP®'s H&R Block Experience January 2008 - April 2008
Job Advisor
Industry Financial Services
Experience
Private Ocean Wealth Management March 2013 - Present
Cathy Mu, CPA, CFP® August 2008 - August 2013
Mass Mutual Financial Group January 2012 - December 2012
Cathy Mu, CPA, CFP® March 2008 - August 2008
H&R Block January 2008 - April 2008
Skills
Strategic Financial..., Client Engagement, Problem Solving, Financial Coaching, Financial Efficiency, eMoney advisor, Income Protection, Asset Protection, Income Tax, Lacerte, Financial Planners, Insurance, Retirement, Wealth Management, Wealth, Personal Financial..., Certified Financial..., Holistic Financial..., Financial Goals, Investments, Asset Allocation, Retirement Planning, Analysis, Financial Planning
Education
University of California, Davis 1999 — 2003
Bachelor's degree
Foothill High School
Private Ocean Wealth Management March 2013 - Present
Cathy Mu, CPA, CFP® August 2008 - August 2013
Mass Mutual Financial Group January 2012 - December 2012
Cathy Mu, CPA, CFP® March 2008 - August 2008
H&R Block January 2008 - April 2008
Skills
Strategic Financial..., Client Engagement, Problem Solving, Financial Coaching, Financial Efficiency, eMoney advisor, Income Protection, Asset Protection, Income Tax, Lacerte, Financial Planners, Insurance, Retirement, Wealth Management, Wealth, Personal Financial..., Certified Financial..., Holistic Financial..., Financial Goals, Investments, Asset Allocation, Retirement Planning, Analysis, Financial Planning
Education
University of California, Davis 1999 — 2003
Bachelor's degree
Foothill High School
Barbara Edgerton Barbara Edgerton's H&R Block Experience November 2014 - Present
Job Tax Associate at H&R Block
Industry Health, Wellness and Fitness
Experience
H&R Block November 2014 - Present
MXI Corporation, Xocai Healthy Chocolate Products March 2010 - Present
TLC - Total Life Care June 1996 - Present
Braille Institute 1997 - 2003
Subcontractor, iron shop 1970 - 1986
Skills
Wellness, Relaxation, Nutrition, Personal Coach -..., Hatha Yoga Instructor, Tax Preparation, Nutrition Education, Public Speaking, Fitness, Wellbeing, Meditation, Yoga, Team Building, Coaching, Marketing, Sales, Social Networking
Education
University of NV, Las Vegas
BS, Business and Economics, Majors, Marketing and Accounting
University of California, San Diego
Legal Assistant Program, Law
H&R Block November 2014 - Present
MXI Corporation, Xocai Healthy Chocolate Products March 2010 - Present
TLC - Total Life Care June 1996 - Present
Braille Institute 1997 - 2003
Subcontractor, iron shop 1970 - 1986
Skills
Wellness, Relaxation, Nutrition, Personal Coach -..., Hatha Yoga Instructor, Tax Preparation, Nutrition Education, Public Speaking, Fitness, Wellbeing, Meditation, Yoga, Team Building, Coaching, Marketing, Sales, Social Networking
Education
University of NV, Las Vegas
BS, Business and Economics, Majors, Marketing and Accounting
University of California, San Diego
Legal Assistant Program, Law
Ravi Udeshi Ravi Udeshi's H&R Block Experience November 2012 - April 2013
Job HRIS Analyst at Cost Plus World Market
Industry Retail
Experience
Cost Plus World Market September 2014 - Present
eKomi - The Feedback Company April 2014 - June 2014
H&R Block November 2012 - April 2013
Suzlon Group June 2010 - September 2010
Education
University of California, Riverside
Bachelor's Degree
Cost Plus World Market September 2014 - Present
eKomi - The Feedback Company April 2014 - June 2014
H&R Block November 2012 - April 2013
Suzlon Group June 2010 - September 2010
Education
University of California, Riverside
Bachelor's Degree
Eric D Hollis Eric D Hollis's H&R Block Experience December 2003 - April 2004
Job Independent Insurance Broker at Fraser Financial Group
Industry Financial Services
Experience
Fraser Financial Group August 2014 - Present
Kinecta Federal Credit Union February 2011 - August 2014
State of California January 2005 - December 2009
Chase April 2005 - July 2008
H&R Block December 2003 - April 2004
Skills
Finance, Credit Analysis, Banking, Financial Services, Underwriting, Asset Management, Credit, Valuation, Life Insurance, Disability Insurance, Long Term Care Insurance, Whole Life, Term Life Insurance, Universal Life, Asset Managment, Buy-sell Agreements, College Savings Plans, Key Person Insurance, 401k Rollovers, Social Security
Education
University of California, Los Angeles 2012 — 2015
Post-Graduate Professional Certification, Personal Financial Planning
University of California, Riverside 1997 — 2001
Bachelor of Arts, Economics
Fraser Financial Group August 2014 - Present
Kinecta Federal Credit Union February 2011 - August 2014
State of California January 2005 - December 2009
Chase April 2005 - July 2008
H&R Block December 2003 - April 2004
Skills
Finance, Credit Analysis, Banking, Financial Services, Underwriting, Asset Management, Credit, Valuation, Life Insurance, Disability Insurance, Long Term Care Insurance, Whole Life, Term Life Insurance, Universal Life, Asset Managment, Buy-sell Agreements, College Savings Plans, Key Person Insurance, 401k Rollovers, Social Security
Education
University of California, Los Angeles 2012 — 2015
Post-Graduate Professional Certification, Personal Financial Planning
University of California, Riverside 1997 — 2001
Bachelor of Arts, Economics
Benjamin M. Bloom, MBA, LUTCF, CLTC's H&R Block Experience January 2014 - October 2014
Job Independent Advisor
Industry Financial Services
Experience
H.D. Vest Financial Services February 2012 - Present
Benjamin Martin Bloom, Entrepreneur & Young Professional October 2008 - Present
H&R Block January 2014 - October 2014
H&R Block January 2013 - May 2013
Lincoln Financial Group March 2011 - February 2012
NAIFA California Social Media Task Force November 2010 - April 2011
MassMutual San Francisco October 2008 - March 2011
Gottschalks October 2004 - January 2008
Marshalls Luggage September 1999 - July 2007
Bloom and Son - Pet Services June 1996 - December 1999
Skills
Disability Insurance, Retirement, Estate Planning, Entrepreneurship, Life Insurance, Tax Preparation, Retirement Planning, Strategic Financial..., Investments, Small Business, Fixed Annuities, Long-term Care, Insurance, Marketing, Employee Benefits, Series 7, 401k, Financial Planners, Sales, Securities, Financial Advisory, Leadership, Financial Services, Financial Planning, Long Term Care Insurance, Portfolio Management, Mutual Funds, Asset Allocation, Wealth Management, Wealth, Finance, Investment Advisory, Investment Strategies
Education
UC Davis Graduate School of Management 2012 — 2015
Master of Business Administration (MBA), Finance and Public Health, 3.70
Leadership in Life Institute 2011 — 2012
Leadership
Morningstar Investor Training 2010 — 2010
Stock Investing
Relationship Masters Academy 2010 — 2010
Networking and Relatonship Building
University of California, Davis 2003 — 2007
B.A., Economics, 3.50 (in-major)
Piedmont High School 1999 — 2003
HS Diploma, General
H.D. Vest Financial Services February 2012 - Present
Benjamin Martin Bloom, Entrepreneur & Young Professional October 2008 - Present
H&R Block January 2014 - October 2014
H&R Block January 2013 - May 2013
Lincoln Financial Group March 2011 - February 2012
NAIFA California Social Media Task Force November 2010 - April 2011
MassMutual San Francisco October 2008 - March 2011
Gottschalks October 2004 - January 2008
Marshalls Luggage September 1999 - July 2007
Bloom and Son - Pet Services June 1996 - December 1999
Skills
Disability Insurance, Retirement, Estate Planning, Entrepreneurship, Life Insurance, Tax Preparation, Retirement Planning, Strategic Financial..., Investments, Small Business, Fixed Annuities, Long-term Care, Insurance, Marketing, Employee Benefits, Series 7, 401k, Financial Planners, Sales, Securities, Financial Advisory, Leadership, Financial Services, Financial Planning, Long Term Care Insurance, Portfolio Management, Mutual Funds, Asset Allocation, Wealth Management, Wealth, Finance, Investment Advisory, Investment Strategies
Education
UC Davis Graduate School of Management 2012 — 2015
Master of Business Administration (MBA), Finance and Public Health, 3.70
Leadership in Life Institute 2011 — 2012
Leadership
Morningstar Investor Training 2010 — 2010
Stock Investing
Relationship Masters Academy 2010 — 2010
Networking and Relatonship Building
University of California, Davis 2003 — 2007
B.A., Economics, 3.50 (in-major)
Piedmont High School 1999 — 2003
HS Diploma, General
Diane Schilling, EA Diane Schilling, EA's H&R Block Experience January 2002 - Present
Job Enrolled Agent at H&R Block
Industry Accounting
Experience
H&R Block January 2002 - Present
H&R Block December 2002 - April 2009
Skills
Tax Preparation, Tax, Income Tax, Tax Accounting, Tax Research, Accounting, Tax Returns, IRS, Bookkeeping, QuickBooks
Education
University of California, Riverside 1971 — 1975
BS, Statistics
Herndon High School 1968 — 1971
High School
UC Extension
H&R Block January 2002 - Present
H&R Block December 2002 - April 2009
Skills
Tax Preparation, Tax, Income Tax, Tax Accounting, Tax Research, Accounting, Tax Returns, IRS, Bookkeeping, QuickBooks
Education
University of California, Riverside 1971 — 1975
BS, Statistics
Herndon High School 1968 — 1971
High School
UC Extension
Rani Gokhale Rani Gokhale's H&R Block Experience January 2009 - April 2009
Job Accounting
Industry Internet
Experience
H&R Block January 2009 - April 2009
Ceridian Tax Service September 1997 - September 1999
TTX Company September 1991 - September 1994
Skills
Project Management, Payroll, Tax, Accounting, Tax Returns, Financial Reporting, Financial Analysis, Accounts Receivable, Accounts Payable, Budgets, Finance, Marketing
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (MBA), Business Administration and Management, General
University of Colorado Boulder
Bachelor of Science (BS), Accounting and Business/Management
H&R Block January 2009 - April 2009
Ceridian Tax Service September 1997 - September 1999
TTX Company September 1991 - September 1994
Skills
Project Management, Payroll, Tax, Accounting, Tax Returns, Financial Reporting, Financial Analysis, Accounts Receivable, Accounts Payable, Budgets, Finance, Marketing
Education
University of California, Irvine - The Paul Merage School of Business
Master of Business Administration (MBA), Business Administration and Management, General
University of Colorado Boulder
Bachelor of Science (BS), Accounting and Business/Management
Alex-Marie McGuire Alex-Marie McGuire's H&R Block Experience November 2013 - February 2015
Job Tax Preparer at Renner and Associates CPA, P. C.
Industry Executive Office
Experience
Renner and Associates CPA, P. C. February 2015 - Present
H&R Block November 2013 - February 2015
AARP Foundation January 2013 - April 2013
Skills
QuickBooks, Adobe Acrobat, Microsoft Office, Microsoft Excel, Tax Accounting, ProSystem fx Tax, ProSystem fx Engagement, Data Entry, Lacerte, Microsoft Word, PowerPoint, Tax, Research, Chemistry, Community Outreach
Education
University of California, Santa Barbara 2007 — 2012
Bachelor of Science (B.S.), Biopsychology
Renner and Associates CPA, P. C. February 2015 - Present
H&R Block November 2013 - February 2015
AARP Foundation January 2013 - April 2013
Skills
QuickBooks, Adobe Acrobat, Microsoft Office, Microsoft Excel, Tax Accounting, ProSystem fx Tax, ProSystem fx Engagement, Data Entry, Lacerte, Microsoft Word, PowerPoint, Tax, Research, Chemistry, Community Outreach
Education
University of California, Santa Barbara 2007 — 2012
Bachelor of Science (B.S.), Biopsychology
Jim Waddell, EA Jim Waddell, EA's H&R Block Experience 2011 - 2013
Job Board Member, ALS Association, Greater San Diego Chapter
Industry Financial Services
Experience
James M. Waddell, EA January 2014 - Present
ALS Association, Greater San Diego Chapter 2010 - Present
H&R Block 2011 - 2013
Food and Drug Branch, CA Dept of Health Services 2001 - 2005
CA Dept of Health Services 1972 - 2001
Skills
Non-profits, Fundraising, Public Speaking, Community Outreach, Public Relations, Social Media, Outlook, Grant Writing, Nonprofits, Research, Public Policy, Leadership, Management, Entrepreneurship, Volunteer Management, Customer Service, Grants, Organizational..., Spanish, Policy Analysis, Policy, Staff Development, Project Management, Event Management, Microsoft Office, Event Planning, Budgets, Microsoft Excel, Team Building, Philanthropy, Strategic Planning, Program Development, Marketing, Public Health, Government, Program Management, Social Networking, Training, Team Leadership, Community Development, Editing, Microsoft Word, Process Improvement, Strategic Communications, Leadership Development, Inventory Management, Coaching, Auditing, Small Business, PowerPoint
Education
UC Irvine 1968 — 1972
James M. Waddell, EA January 2014 - Present
ALS Association, Greater San Diego Chapter 2010 - Present
H&R Block 2011 - 2013
Food and Drug Branch, CA Dept of Health Services 2001 - 2005
CA Dept of Health Services 1972 - 2001
Skills
Non-profits, Fundraising, Public Speaking, Community Outreach, Public Relations, Social Media, Outlook, Grant Writing, Nonprofits, Research, Public Policy, Leadership, Management, Entrepreneurship, Volunteer Management, Customer Service, Grants, Organizational..., Spanish, Policy Analysis, Policy, Staff Development, Project Management, Event Management, Microsoft Office, Event Planning, Budgets, Microsoft Excel, Team Building, Philanthropy, Strategic Planning, Program Development, Marketing, Public Health, Government, Program Management, Social Networking, Training, Team Leadership, Community Development, Editing, Microsoft Word, Process Improvement, Strategic Communications, Leadership Development, Inventory Management, Coaching, Auditing, Small Business, PowerPoint
Education
UC Irvine 1968 — 1972
Jay Kan Jay Kan's H&R Block Experience December 2010 - April 2011
Job JavaScript Engineer at Matrix Absence Management
Industry Computer Software
Experience
Matrix Absence Management, Inc. February 2015 - Present
Digifit, Inc. October 2013 - February 2015
SpectraFluidics Inc June 2011 - October 2013
Accurate Tax, LLC. December 2010 - April 2011
H&R Block December 2010 - April 2011
Skills
Start-ups, Entrepreneurship, Product Management, Lean Startup, Customer Validation, AngularJS, JavaScript, jQuery, HTML, CSS, Python, Ruby on Rails, TypeScript, Test Driven Development, Django, jQuery Mobile, Accounting, QuickBooks, Financial Accounting, Financial Reporting, Financial Analysis, Analysis, Market Research, Customer Acquisition, Agile Project Management, Customer Discovery, Account Reconciliation, Managerial Finance, Accounts Payable, Tax, Customer Experience, Bootstrap
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (B.A.), Business and Economics with an Emphasis in Accounting; Technology Management Program (TMP)
Self-oriented education
Matrix Absence Management, Inc. February 2015 - Present
Digifit, Inc. October 2013 - February 2015
SpectraFluidics Inc June 2011 - October 2013
Accurate Tax, LLC. December 2010 - April 2011
H&R Block December 2010 - April 2011
Skills
Start-ups, Entrepreneurship, Product Management, Lean Startup, Customer Validation, AngularJS, JavaScript, jQuery, HTML, CSS, Python, Ruby on Rails, TypeScript, Test Driven Development, Django, jQuery Mobile, Accounting, QuickBooks, Financial Accounting, Financial Reporting, Financial Analysis, Analysis, Market Research, Customer Acquisition, Agile Project Management, Customer Discovery, Account Reconciliation, Managerial Finance, Accounts Payable, Tax, Customer Experience, Bootstrap
Education
University of California, Santa Barbara 2008 — 2012
Bachelor of Arts (B.A.), Business and Economics with an Emphasis in Accounting; Technology Management Program (TMP)
Self-oriented education
Cassandra Salinas's H&R Block Experience January 2008 - April 2008
Job Paraeducator, Special Education
Industry Primary/Secondary Education
Experience
Tustin Ranch Elementary School September 2014 - June 2015
Tustin Unified School District April 2014 - October 2014
Panera Bread June 2013 - April 2014
The Daily Grill August 2009 - October 2013
Sigma Kappa - Kappa Rho November 2010 - November 2011
T.H.I.N.K. Together January 2011 - June 2011
Steps of Gold, Inc. September 2006 - September 2009
H&R Block January 2008 - April 2008
Soak City, USA June 2006 - September 2007
Skills
Social Media, Facebook, Social Networking, Microsoft Office, Blogging, PowerPoint, Tumblr, Editing, Microsoft Excel, Microsoft Word, Typing, Proofreading, Internet, Twitter, Creative Writing, Writing, Tutoring, Poetry, Customer Service, Training, Management
Education
University of California, Irvine 2007 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
California State University-Long Beach
Elementary Education and Teaching
Tustin Ranch Elementary School September 2014 - June 2015
Tustin Unified School District April 2014 - October 2014
Panera Bread June 2013 - April 2014
The Daily Grill August 2009 - October 2013
Sigma Kappa - Kappa Rho November 2010 - November 2011
T.H.I.N.K. Together January 2011 - June 2011
Steps of Gold, Inc. September 2006 - September 2009
H&R Block January 2008 - April 2008
Soak City, USA June 2006 - September 2007
Skills
Social Media, Facebook, Social Networking, Microsoft Office, Blogging, PowerPoint, Tumblr, Editing, Microsoft Excel, Microsoft Word, Typing, Proofreading, Internet, Twitter, Creative Writing, Writing, Tutoring, Poetry, Customer Service, Training, Management
Education
University of California, Irvine 2007 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
California State University-Long Beach
Elementary Education and Teaching
Guadalupe Muñoz Guadalupe Muñoz's H&R Block Experience January 1998 - April 2011
Job Realtor / Tax Consultant at Prestige Investments & Realty Group
Industry Real Estate
Experience
Prestige Investments & Realty Group January 2012 - Present
Camino Realty Inc - Preferred Choice Team January 2010 - December 2011
H&R Block January 1998 - April 2011
Remax OCE 2003 - 2010
Skills
Real Estate, First Time Home Buyers, Investment Properties, Foreclosures, Sellers, Short Sales, Investors, Relocation, REO, Real Estate Transactions, Single Family Homes, Listings
Education
University of California, Irvine 1997 — 2002
Spanish Literature
University of California, Irvine 1997 — 2001
Spanish Literature & Culture, Criminology Law & Society
Prestige Investments & Realty Group January 2012 - Present
Camino Realty Inc - Preferred Choice Team January 2010 - December 2011
H&R Block January 1998 - April 2011
Remax OCE 2003 - 2010
Skills
Real Estate, First Time Home Buyers, Investment Properties, Foreclosures, Sellers, Short Sales, Investors, Relocation, REO, Real Estate Transactions, Single Family Homes, Listings
Education
University of California, Irvine 1997 — 2002
Spanish Literature
University of California, Irvine 1997 — 2001
Spanish Literature & Culture, Criminology Law & Society
Erik Lea Erik Lea's H&R Block Experience December 2004 - April 2005
Job
Industry Utilities
Experience
Pacific Gas and Electric Company May 2014 - Present
Pacific Gas and Electric Company April 2012 - April 2014
Pacific Gas and Electric Company May 2011 - April 2012
PG&E August 2009 - May 2011
MedAssets (f/k/a Broadlane, Inc.) May 2007 - August 2009
Gunderson Dettmer March 2005 - May 2007
H&R Block December 2004 - April 2005
Countrywide Home Loans May 2002 - August 2002
Blanchard, Krasner & French May 2001 - July 2001
Skills
Data Analysis, Process Improvement, Project Management, Program Management, Six Sigma, Contract Negotiation, Leadership, Product Management, Forecasting, Procurement, Analysis, Contract Management, Strategic Planning, Supply Chain, Software Documentation, Advanced Excel, Writing/Editing, Financial Analysis, Financial Modeling, PowerPoint, Visio, Strategic Sourcing, Business Process Mapping, Compliance, Governance, Technical Writing, Legal Writing
Education
University of California, Berkeley – Walter A. Haas School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of California, Berkeley 2000 — 2004
BA
Pacific Gas and Electric Company May 2014 - Present
Pacific Gas and Electric Company April 2012 - April 2014
Pacific Gas and Electric Company May 2011 - April 2012
PG&E August 2009 - May 2011
MedAssets (f/k/a Broadlane, Inc.) May 2007 - August 2009
Gunderson Dettmer March 2005 - May 2007
H&R Block December 2004 - April 2005
Countrywide Home Loans May 2002 - August 2002
Blanchard, Krasner & French May 2001 - July 2001
Skills
Data Analysis, Process Improvement, Project Management, Program Management, Six Sigma, Contract Negotiation, Leadership, Product Management, Forecasting, Procurement, Analysis, Contract Management, Strategic Planning, Supply Chain, Software Documentation, Advanced Excel, Writing/Editing, Financial Analysis, Financial Modeling, PowerPoint, Visio, Strategic Sourcing, Business Process Mapping, Compliance, Governance, Technical Writing, Legal Writing
Education
University of California, Berkeley – Walter A. Haas School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of California, Berkeley 2000 — 2004
BA
Anna Semionenkova Anna Semionenkova's H&R Block Experience January 2009 - March 2009
Job Tax Accountant at Genesys
Industry Financial Services
Experience
Genesys December 2012 - Present
Genesys May 2012 - November 2012
Bickford Accountancy January 2011 - April 2011
Sagent Management March 2009 - January 2010
H&R Block January 2009 - March 2009
Planned Parenthood Concord June 2006 - August 2007
Cisco Systems, Deloitte Consulting & Haas School of Business March 2007 - March 2007
Skills
QuickBooks, Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Tax, Revenue Recognition, Sarbanes-Oxley Act, Microsoft Excel, Corporate Finance, Account Reconciliation, Accounts Payable, Tax Preparation, Financial Statements, Journal Entries
Education
University of California, Berkeley
Bachelor of Arts, Environmental Economics and Policy
Northgate High 1999 — 2003
Genesys December 2012 - Present
Genesys May 2012 - November 2012
Bickford Accountancy January 2011 - April 2011
Sagent Management March 2009 - January 2010
H&R Block January 2009 - March 2009
Planned Parenthood Concord June 2006 - August 2007
Cisco Systems, Deloitte Consulting & Haas School of Business March 2007 - March 2007
Skills
QuickBooks, Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Tax, Revenue Recognition, Sarbanes-Oxley Act, Microsoft Excel, Corporate Finance, Account Reconciliation, Accounts Payable, Tax Preparation, Financial Statements, Journal Entries
Education
University of California, Berkeley
Bachelor of Arts, Environmental Economics and Policy
Northgate High 1999 — 2003
Sam Atabaiky Sam Atabaiky's H&R Block Experience July 2011 - Present
Job District Manager Professional
Industry Retail
Experience
H&R Block July 2011 - Present
Office Depot April 2006 - March 2011
RadioShack January 2003 - April 2006
RadioShack January 2000 - January 2003
Radio Shack Corportaion January 1991 - January 2000
Oracle January 1990 - January 1991
Skills
Program Management, Team Building, Inventory Management, Leadership, Marketing, Profit, Retail, Sales, Sales Operations, Strategy, Training, Management, Customer Satisfaction, CRM, P, Sales Management, Merchandising
Education
University of California, Berkeley 1984 — 1991
BS, Computer Engineering, Business Admin
H&R Block July 2011 - Present
Office Depot April 2006 - March 2011
RadioShack January 2003 - April 2006
RadioShack January 2000 - January 2003
Radio Shack Corportaion January 1991 - January 2000
Oracle January 1990 - January 1991
Skills
Program Management, Team Building, Inventory Management, Leadership, Marketing, Profit, Retail, Sales, Sales Operations, Strategy, Training, Management, Customer Satisfaction, CRM, P, Sales Management, Merchandising
Education
University of California, Berkeley 1984 — 1991
BS, Computer Engineering, Business Admin
Lance Conklin Lance Conklin's H&R Block Experience November 2008 - Present
Job Registered Tax Return Preparer, Tax Professional at H&R Block
Industry Information Technology and Services
Experience
H&R Block November 2008 - Present
CVA, LLC January 2002 - November 2013
USinternetworking, Inc. November 1999 - December 2001
Conklin & Conklin, Inc. November 1984 - October 1999
Combustion Engineering, Inc. May 1976 - November 1984
Skills
Strategic Planning, Cloud Computing, Solution Selling, Strategic Partnerships, CRM, Business Intelligence, Sales Process, Direct Sales, Business Development, Start-ups
Education
University of Bridgeport 1973 — 1977
BS, Business
H&R Block November 2008 - Present
CVA, LLC January 2002 - November 2013
USinternetworking, Inc. November 1999 - December 2001
Conklin & Conklin, Inc. November 1984 - October 1999
Combustion Engineering, Inc. May 1976 - November 1984
Skills
Strategic Planning, Cloud Computing, Solution Selling, Strategic Partnerships, CRM, Business Intelligence, Sales Process, Direct Sales, Business Development, Start-ups
Education
University of Bridgeport 1973 — 1977
BS, Business
John Rumbold, EA, CFP® John Rumbold, EA, CFP®'s H&R Block Experience 1998 - 2005
Job Income Tax & Financial Planning Professional
Industry Financial Services
Experience
Elmcroft Estate June 2006 - Present
Rumbold Financial & Tax Advisory February 2006 - Present
Tax Resources, Inc. February 2010 - January 2013
Cemtek Environmental, Inc. February 2007 - June 2009
Cemtek Environmental, Inc. 2005 - March 2006
Wahlco, Inc. 2003 - 2005
H&R Block 1998 - 2005
KVB/Enertec, Inc. 2000 - 2003
Weldlogic, Inc. 1998 - 1999
KVB, Inc. 1992 - 1997
Skills
Estate Planning, Income Tax, Small Business, Risk Management, Budgets, Financial Planners, Personal Finance, Financial Analysis, Mergers, Tax Audit Representation, Strategic Financial..., Investment Advisory, Life Insurance, Variable Annuities, Tax Preparation, Tax Advisory
Education
University of California, Irvine 2003 — 2005
PFP
University of Phoenix 1995 — 1997
MBA
University of New Haven 1963 — 1967
BSEE
Amity Regional High School 1958 — 1963
Elmcroft Estate June 2006 - Present
Rumbold Financial & Tax Advisory February 2006 - Present
Tax Resources, Inc. February 2010 - January 2013
Cemtek Environmental, Inc. February 2007 - June 2009
Cemtek Environmental, Inc. 2005 - March 2006
Wahlco, Inc. 2003 - 2005
H&R Block 1998 - 2005
KVB/Enertec, Inc. 2000 - 2003
Weldlogic, Inc. 1998 - 1999
KVB, Inc. 1992 - 1997
Skills
Estate Planning, Income Tax, Small Business, Risk Management, Budgets, Financial Planners, Personal Finance, Financial Analysis, Mergers, Tax Audit Representation, Strategic Financial..., Investment Advisory, Life Insurance, Variable Annuities, Tax Preparation, Tax Advisory
Education
University of California, Irvine 2003 — 2005
PFP
University of Phoenix 1995 — 1997
MBA
University of New Haven 1963 — 1967
BSEE
Amity Regional High School 1958 — 1963
Megan Nava Megan Nava's H&R Block Experience January 2001 - April 2003
Job Independent Consultant/product distributor
Industry Marketing and Advertising
Experience
Passion Parties July 2011 - Present
Hallmark Gold Crown October 2009 - April 2010
Helicon Therapeutics Inc. October 2008 - July 2009
Hotel Del Coronado May 2004 - January 2005
H&R Block January 2001 - April 2003
Education
University of California, San Diego 2003 — 2008
BA, Anthropology
Castle Park High School 1999 — 2003
High School Diploma
Passion Parties July 2011 - Present
Hallmark Gold Crown October 2009 - April 2010
Helicon Therapeutics Inc. October 2008 - July 2009
Hotel Del Coronado May 2004 - January 2005
H&R Block January 2001 - April 2003
Education
University of California, San Diego 2003 — 2008
BA, Anthropology
Castle Park High School 1999 — 2003
High School Diploma
Mark Nassi Mark Nassi's H&R Block Experience December 2004 - April 2006
Job Controller at 361 Capital
Industry Accounting
Experience
Royal Wulff Outfitters September 2015 - Present
361 Capital April 2015 - Present
Mark H. Nassi and Associates, LLC January 2006 - Present
Equinox Fund Management March 2010 - May 2015
The Flyfisher Group, LLC April 2014 - April 2015
Grant Thornton January 2009 - January 2010
NewsGator Technologies July 2008 - December 2008
Lippa & Associates, PC November 2007 - May 2008
Penn, Schoen, Berland and Associates July 2002 - November 2007
H&R Block December 2004 - April 2006
Skills
Auditing, Sarbanes-Oxley Act, Tax, Financial Statements, General Ledger, Accounting, Corporate Tax, Account Reconciliation, CPA, Income Tax, Revenue Recognition, Management, Payroll, Corporate Finance, Consolidation, Finance, Accounts Receivable
Education
University of Colorado at Denver 2006 — 2009
MS, Accounting
University of California, Davis 1997 — 2002
BS, Mathematics
Los Gatos High School 1994 — 1997
General
Framingham 1982 — 1993
Royal Wulff Outfitters September 2015 - Present
361 Capital April 2015 - Present
Mark H. Nassi and Associates, LLC January 2006 - Present
Equinox Fund Management March 2010 - May 2015
The Flyfisher Group, LLC April 2014 - April 2015
Grant Thornton January 2009 - January 2010
NewsGator Technologies July 2008 - December 2008
Lippa & Associates, PC November 2007 - May 2008
Penn, Schoen, Berland and Associates July 2002 - November 2007
H&R Block December 2004 - April 2006
Skills
Auditing, Sarbanes-Oxley Act, Tax, Financial Statements, General Ledger, Accounting, Corporate Tax, Account Reconciliation, CPA, Income Tax, Revenue Recognition, Management, Payroll, Corporate Finance, Consolidation, Finance, Accounts Receivable
Education
University of Colorado at Denver 2006 — 2009
MS, Accounting
University of California, Davis 1997 — 2002
BS, Mathematics
Los Gatos High School 1994 — 1997
General
Framingham 1982 — 1993
John Morales's H&R Block Experience December 2004 - April 2014
Job Operations Manager at Citrus Lane
Industry Consumer Services
Experience
Citrus Lane February 2012 - Present
H&R Block December 2004 - April 2014
Task Rabbit August 2011 - March 2012
Levine Bagade Han LLP December 2008 - September 2010
Seagate Technology April 2006 - December 2008
InterTrust May 2000 - May 2002
Computer Q&A March 1999 - May 2000
America Online November 1994 - February 1999
Federal Reserve Bank of San Francisco November 1990 - May 1994
Skills
Management, Microsoft Office, Customer Service, Microsoft Word, Inventory Management, Process Improvement, Team Building, Project Management, Entrepreneurship, E-commerce, Microsoft Excel, PowerPoint, Forecasting, Leadership, Project Planning
Education
University of California, Santa Cruz 1986 — 1990
B.A., Economics
Citrus Lane February 2012 - Present
H&R Block December 2004 - April 2014
Task Rabbit August 2011 - March 2012
Levine Bagade Han LLP December 2008 - September 2010
Seagate Technology April 2006 - December 2008
InterTrust May 2000 - May 2002
Computer Q&A March 1999 - May 2000
America Online November 1994 - February 1999
Federal Reserve Bank of San Francisco November 1990 - May 1994
Skills
Management, Microsoft Office, Customer Service, Microsoft Word, Inventory Management, Process Improvement, Team Building, Project Management, Entrepreneurship, E-commerce, Microsoft Excel, PowerPoint, Forecasting, Leadership, Project Planning
Education
University of California, Santa Cruz 1986 — 1990
B.A., Economics
Gerlyn Hinds, E.I.T. Gerlyn Hinds, E.I.T.'s H&R Block Experience December 2005 - April 2011
Job UCSD 2013, B.S. Structural Engineering
Industry Civil Engineering
Experience
Marine Corps Community Services - Bachelor Housing Branch August 2015 - Present
Home June 2013 - August 2015
H&R Block December 2005 - April 2011
Riza Dela Fuente-Lewis D.M.D. April 2006 - September 2009
Skills
SAP2000, Structural Engineering, AutoCAD, Solidworks, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Matlab, MathCAD, AISC, ACI Codes, Structural Analysis, CAD, Steel Design, MS Project, Engineering, SolidWorks
Education
University of California, San Diego 2009 — 2013
Bachelor of Science, Structural Engineering
Marine Corps Community Services - Bachelor Housing Branch August 2015 - Present
Home June 2013 - August 2015
H&R Block December 2005 - April 2011
Riza Dela Fuente-Lewis D.M.D. April 2006 - September 2009
Skills
SAP2000, Structural Engineering, AutoCAD, Solidworks, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Matlab, MathCAD, AISC, ACI Codes, Structural Analysis, CAD, Steel Design, MS Project, Engineering, SolidWorks
Education
University of California, San Diego 2009 — 2013
Bachelor of Science, Structural Engineering
Vanita Patel M.S, E.A Vanita Patel M.S, E.A's H&R Block Experience January 2010 - April 2010
Job IRS Enrolled Agent
Industry Accounting
Experience
1010 Data INC June 2015 - July 2015
Janice Hayman Tax Accountant March 2015 - April 2015
Leeway Inc July 2014 - January 2015
Narender Rai, CPA January 2014 - April 2014
H&R Block January 2010 - April 2010
University of Bridgeport January 2007 - May 2009
Skills
Customer Relations, Customer Service, Excel, French, Gujarati, Hindi, Fundraising, Quickbooks, Microsoft Office, PowerPoint, Word, Macro, Microsoft Excel, Microsoft Word, QuickBooks, Payroll, Financial Analysis, Banking, Accounting, Auditing, Time Management
Education
The College of Saint Rose 2010 — 2012
Master of Science
University of Bridgeport 2006 — 2009
Bachelors of Science
1010 Data INC June 2015 - July 2015
Janice Hayman Tax Accountant March 2015 - April 2015
Leeway Inc July 2014 - January 2015
Narender Rai, CPA January 2014 - April 2014
H&R Block January 2010 - April 2010
University of Bridgeport January 2007 - May 2009
Skills
Customer Relations, Customer Service, Excel, French, Gujarati, Hindi, Fundraising, Quickbooks, Microsoft Office, PowerPoint, Word, Macro, Microsoft Excel, Microsoft Word, QuickBooks, Payroll, Financial Analysis, Banking, Accounting, Auditing, Time Management
Education
The College of Saint Rose 2010 — 2012
Master of Science
University of Bridgeport 2006 — 2009
Bachelors of Science
Jordan Rosen Jordan Rosen's H&R Block Experience January 2011 - Present
Job Claims Professional
Industry Insurance
Experience
H&R Block January 2011 - Present
Zurich Insurance February 2004 - Present
Skills
Insurance, Claim, Negotiation, Property & Casualty..., Commercial Insurance, Claims Management, Liability, Legal Liability, Litigation Management, Commercial Lines, Casualty, Reinsurance, Claim Investigation, Insurance Law, Litigation, Product Liability, Mediation, Arbitration, Civil Litigation, Commercial Litigation, Construction Law, Claims Handling, Casualty Insurance, Personal Injury, Adjustments
Education
Pepperdine University 1990 — 1994
MBA, Business Management
UCLA 1982 — 1988
BA, Spanish
University of California, Los Angeles 1982 — 1988
Bachelor of Arts (B.A.), Spanish Language and Literature
H&R Block January 2011 - Present
Zurich Insurance February 2004 - Present
Skills
Insurance, Claim, Negotiation, Property & Casualty..., Commercial Insurance, Claims Management, Liability, Legal Liability, Litigation Management, Commercial Lines, Casualty, Reinsurance, Claim Investigation, Insurance Law, Litigation, Product Liability, Mediation, Arbitration, Civil Litigation, Commercial Litigation, Construction Law, Claims Handling, Casualty Insurance, Personal Injury, Adjustments
Education
Pepperdine University 1990 — 1994
MBA, Business Management
UCLA 1982 — 1988
BA, Spanish
University of California, Los Angeles 1982 — 1988
Bachelor of Arts (B.A.), Spanish Language and Literature
Lori Muoio Lori Muoio's H&R Block Experience September 2007 - January 2012
Job Retired at Delta Air Lines
Industry Accounting
Experience
Delta Air Lines Tax Specialst 3H&R BlockSeptember 2007 - April 2012
H&R Block September 2007 - January 2012
Delta Air Lines September 1964 - December 2001
Learning Volunteers of America 1992 - 1997
Western Airlines September 1964 - April 1987
West Los Angeles College January 1983 - February 1987
Skills
Accounting, Customer Service, Supervisory Skills, Income Tax, Tax, Microsoft Excel, Accounts Payable, Outlook, Microsoft Office, Payroll, PowerPoint, Microsoft Word, QuickBooks, Financial Reporting, Account Management, Team Leadership, Analysis, Aviation, Contract Negotiation, Process Improvement, Training, Airlines, Team Building, Program Management
Education
UCLA
Delta Air Lines Tax Specialst 3H&R BlockSeptember 2007 - April 2012
H&R Block September 2007 - January 2012
Delta Air Lines September 1964 - December 2001
Learning Volunteers of America 1992 - 1997
Western Airlines September 1964 - April 1987
West Los Angeles College January 1983 - February 1987
Skills
Accounting, Customer Service, Supervisory Skills, Income Tax, Tax, Microsoft Excel, Accounts Payable, Outlook, Microsoft Office, Payroll, PowerPoint, Microsoft Word, QuickBooks, Financial Reporting, Account Management, Team Leadership, Analysis, Aviation, Contract Negotiation, Process Improvement, Training, Airlines, Team Building, Program Management
Education
UCLA
Sudha Hisaria Sudha Hisaria's H&R Block Experience November 2011 - July 2012
Job Finance Professional
Industry Financial Services
Experience
RetroVirox Inc. August 2012 - May 2014
H&R Block November 2011 - July 2012
ICICI Bank Limited May 2006 - September 2008
Microsec Capital Limited March 2006 - May 2006
Pradeep Agarwal & Associates March 2002 - February 2005
Skills
Accounting, Financial Analysis, Auditing, Finance, Tax, Credit, Financial Reporting, Banking, Corporate Finance, Strategic Financial..., Financial Modeling, Financial Accounting, Internal Controls, Risk Management, Financial Statements, Sarbanes-Oxley Act, Internal Audit, Credit Risk, Credit Analysis, Analysis, Project Finance, Account Reconciliation, Cash Flow, Valuation, Managerial Finance
Education
CFA Institute, USA 2009 — 2011
Cleared CFA Level III, Finance, Derivatives, Equity, Fixed Income, Quantitative, Portfolio Management
AICPA 2009 — 2009
Certified Public Accountant, Accounting, Finance, Taxation, Auditing
Institute of Chartered Accountants of India 2002 — 2005
Chartered Accountant, Accounting, Taxation, Auditing, Finance
University of Calcutta 2000 — 2003
B Com (Hons), Finance, Accounting, Taxation
RetroVirox Inc. August 2012 - May 2014
H&R Block November 2011 - July 2012
ICICI Bank Limited May 2006 - September 2008
Microsec Capital Limited March 2006 - May 2006
Pradeep Agarwal & Associates March 2002 - February 2005
Skills
Accounting, Financial Analysis, Auditing, Finance, Tax, Credit, Financial Reporting, Banking, Corporate Finance, Strategic Financial..., Financial Modeling, Financial Accounting, Internal Controls, Risk Management, Financial Statements, Sarbanes-Oxley Act, Internal Audit, Credit Risk, Credit Analysis, Analysis, Project Finance, Account Reconciliation, Cash Flow, Valuation, Managerial Finance
Education
CFA Institute, USA 2009 — 2011
Cleared CFA Level III, Finance, Derivatives, Equity, Fixed Income, Quantitative, Portfolio Management
AICPA 2009 — 2009
Certified Public Accountant, Accounting, Finance, Taxation, Auditing
Institute of Chartered Accountants of India 2002 — 2005
Chartered Accountant, Accounting, Taxation, Auditing, Finance
University of Calcutta 2000 — 2003
B Com (Hons), Finance, Accounting, Taxation
Sanchita Pal's H&R Block Experience January 2007 - May 2008
Job Research Administrator at UC Berkeley
Industry Accounting
Experience
UC Berkeley June 2014 - Present
Chevron April 2012 - May 2014
Contra Costa County May 2010 - March 2012
Chevron November 2008 - December 2009
Fresenius Medical Care August 2007 - October 2008
H&R Block January 2007 - May 2008
Skills
Portfolio Management, Research, Financial Analysis, Data Analysis, Profit/Loss..., Account Reconciliation, Tax Accounting, Tax Preparation, Payroll Processing, Budgeting, Financial Projection, Customer Service, Career Counseling, US GAAP, Microsoft Office, SAP Financial, PeopleSoft
Education
University of Phoenix 2003 — 2006
BS, Bachelors in Business Administration, 3.9
University of Calcutta 1987 — 1990
Bachelors in Accounting, Accounting and Finance
Gokhale memorial Girls School 1978 — 1986
High School
UC Berkeley June 2014 - Present
Chevron April 2012 - May 2014
Contra Costa County May 2010 - March 2012
Chevron November 2008 - December 2009
Fresenius Medical Care August 2007 - October 2008
H&R Block January 2007 - May 2008
Skills
Portfolio Management, Research, Financial Analysis, Data Analysis, Profit/Loss..., Account Reconciliation, Tax Accounting, Tax Preparation, Payroll Processing, Budgeting, Financial Projection, Customer Service, Career Counseling, US GAAP, Microsoft Office, SAP Financial, PeopleSoft
Education
University of Phoenix 2003 — 2006
BS, Bachelors in Business Administration, 3.9
University of Calcutta 1987 — 1990
Bachelors in Accounting, Accounting and Finance
Gokhale memorial Girls School 1978 — 1986
High School
Jennipher Lommen Jennipher Lommen's H&R Block Experience December 2013 - April 2015
Job Financial Planning Associate at Natural Bridges Financial Advisors
Industry Financial Services
Experience
Natural Bridges Financial Advisors September 2014 - Present
Henny Penny's Jumble 2009 - Present
The Lommen-Nelson Family June 1993 - Present
H&R Block December 2013 - April 2015
Friday Friends Homeschool Group 2006 - 2010
Santa Cruz Waldorf School June 2004 - June 2006
Passionflower Herb and Perennial Nursery 1994 - 1998
Skills
Event Planning, Administration, Organization, Strategic Planning, Lesson Planning, Written Communication, Written Correspondence, Organic Gardening, Tax Preparation, Financial Counseling
Education
UCSC Extension Silicon Valley 2013 — 2015
CFP, Financial Planning and Services, A
UCSC 1989 — 1993
Bachelor's degree, Women's Studies
Natural Bridges Financial Advisors September 2014 - Present
Henny Penny's Jumble 2009 - Present
The Lommen-Nelson Family June 1993 - Present
H&R Block December 2013 - April 2015
Friday Friends Homeschool Group 2006 - 2010
Santa Cruz Waldorf School June 2004 - June 2006
Passionflower Herb and Perennial Nursery 1994 - 1998
Skills
Event Planning, Administration, Organization, Strategic Planning, Lesson Planning, Written Communication, Written Correspondence, Organic Gardening, Tax Preparation, Financial Counseling
Education
UCSC Extension Silicon Valley 2013 — 2015
CFP, Financial Planning and Services, A
UCSC 1989 — 1993
Bachelor's degree, Women's Studies
Vincent Piotrowski's H&R Block Experience 2011 - 2011
Job Senior Web Developer | UI Practice Lead at WestJet
Industry Computer Software
Experience
WestJet July 2014 - Present
Quadrus Development Inc. 2007 - June 2014
WestJet 2011 - 2013
H&R Block 2011 - 2011
Cenovus Energy 2010 - 2011
ACM Facility Safety 2009 - 2010
FT Services 2008 - 2008
Trican Well Service Ltd. 2008 - 2008
United Way of Calgary and Area 2008 - 2008
Cambrian House 2007 - 2008
Skills
Software Development, Agile Methodologies, Scrum, Strategy, Test Driven Development, HTML, Subversion, Web Development, XML, SOA, Web Services
Education
The University of Calgary 1998 — 2004
Computer Science
WestJet July 2014 - Present
Quadrus Development Inc. 2007 - June 2014
WestJet 2011 - 2013
H&R Block 2011 - 2011
Cenovus Energy 2010 - 2011
ACM Facility Safety 2009 - 2010
FT Services 2008 - 2008
Trican Well Service Ltd. 2008 - 2008
United Way of Calgary and Area 2008 - 2008
Cambrian House 2007 - 2008
Skills
Software Development, Agile Methodologies, Scrum, Strategy, Test Driven Development, HTML, Subversion, Web Development, XML, SOA, Web Services
Education
The University of Calgary 1998 — 2004
Computer Science
Jessica Sedgwick Jessica Sedgwick's H&R Block Experience December 2008 - February 2009
Job Association Manager at FirstService Residential Texas
Industry Management Consulting
Experience
FirstService Residential Texas April 2014 - Present
FirstService Residential in California June 2013 - March 2014
LBK Management Services September 2012 - May 2013
Shea Properties March 2012 - September 2012
Shea Properties May 2010 - March 2012
Enterprise Rent-A-Car February 2009 - May 2010
H&R Block December 2008 - February 2009
Tier One Tutors, Inc. April 2008 - September 2008
ElephantDrive June 2007 - April 2008
Skills
Customer Service, Property Management, Outlook, Market Research, Customer Relations, Leases, Apartments, Microsoft Office, Sales, Management, Property, Budgets, Residential Homes, Leadership, Negotiation, Marketing, Community Outreach
Education
University of California, Los Angeles 2004 — 2008
Bachelors of Art, Economics, Italian
FirstService Residential Texas April 2014 - Present
FirstService Residential in California June 2013 - March 2014
LBK Management Services September 2012 - May 2013
Shea Properties March 2012 - September 2012
Shea Properties May 2010 - March 2012
Enterprise Rent-A-Car February 2009 - May 2010
H&R Block December 2008 - February 2009
Tier One Tutors, Inc. April 2008 - September 2008
ElephantDrive June 2007 - April 2008
Skills
Customer Service, Property Management, Outlook, Market Research, Customer Relations, Leases, Apartments, Microsoft Office, Sales, Management, Property, Budgets, Residential Homes, Leadership, Negotiation, Marketing, Community Outreach
Education
University of California, Los Angeles 2004 — 2008
Bachelors of Art, Economics, Italian
John R. Sambo, CPA, CGA's H&R Block Experience September 2006 - Present
Job Manager Corporate Accounting at H&R Block
Industry Financial Services
Experience
H&R Block September 2006 - Present
General Fasteners Inc. January 2004 - September 2006
Skills
Financial Reporting, Accounting, Accounts Payable, Accounts Receivable, Cash Flow, Financial Analysis, Microsoft Excel, General Ledger, Tax, Financial Accounting, Income Tax, Payroll, QuickBooks, Account Reconciliation, Strategic Financial..., Tax Accounting, Journal Entries, Tax Preparation, Fixed Assets, Corporate Tax, Variance Analysis, GAAP, Financial Statements, Finance, Bookkeeping, Financial Modeling, IFRS, Consolidation, Accruals, Corporate Finance, Cost Accounting, Bank Reconciliation, Cash Flow Forecasting, Revenue Recognition, US GAAP, Budgets, Financial Planning, Balance, Year-end Close, Sales Tax, Great Plains Software, Cash Management, Sarbanes-Oxley Act
Education
The University of Calgary 1978 — 1981
B Comm, Finance and Accounting
H&R Block September 2006 - Present
General Fasteners Inc. January 2004 - September 2006
Skills
Financial Reporting, Accounting, Accounts Payable, Accounts Receivable, Cash Flow, Financial Analysis, Microsoft Excel, General Ledger, Tax, Financial Accounting, Income Tax, Payroll, QuickBooks, Account Reconciliation, Strategic Financial..., Tax Accounting, Journal Entries, Tax Preparation, Fixed Assets, Corporate Tax, Variance Analysis, GAAP, Financial Statements, Finance, Bookkeeping, Financial Modeling, IFRS, Consolidation, Accruals, Corporate Finance, Cost Accounting, Bank Reconciliation, Cash Flow Forecasting, Revenue Recognition, US GAAP, Budgets, Financial Planning, Balance, Year-end Close, Sales Tax, Great Plains Software, Cash Management, Sarbanes-Oxley Act
Education
The University of Calgary 1978 — 1981
B Comm, Finance and Accounting
Marilise Faria Marilise Faria's H&R Block Experience October 2008 - April 2010
Job Self employed
Industry Financial Services
Experience
H&R Block October 2008 - April 2010
Kimpton Hotels & Restaurants September 2007 - September 2008
Pasta Pomodoro, Inc. February 2005 - August 2007
Skills
Operations Management, Budgets, Process Improvement, Forecasting, Accounting, Financial Analysis, Risk Management, Management, Strategic Planning, Leadership, Negotiation, Event Management, Business Strategy, Customer Service, Marketing, Microsoft Excel, Microsoft Word, Sales, Social Media
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Certificate Program, Project Management
H&R Block October 2008 - April 2010
Kimpton Hotels & Restaurants September 2007 - September 2008
Pasta Pomodoro, Inc. February 2005 - August 2007
Skills
Operations Management, Budgets, Process Improvement, Forecasting, Accounting, Financial Analysis, Risk Management, Management, Strategic Planning, Leadership, Negotiation, Event Management, Business Strategy, Customer Service, Marketing, Microsoft Excel, Microsoft Word, Sales, Social Media
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Certificate Program, Project Management
Geetanjali Chopra Geetanjali Chopra's H&R Block Experience December 2006 - April 2007
Job Senior Product Manager at IBM
Industry Computer Software
Experience
IBM May 2012 - Present
Radaptive June 2010 - June 2012
Microsoft June 2010 - May 2012
Paradigm Management Services February 2008 - May 2010
Safeway April 2007 - January 2008
H&R Block December 2006 - April 2007
Bank of America October 2005 - November 2006
Skills
Business Analysis, Management, Agile Methodologies, Product Management, Cross-functional Team..., Project Management, Software Project..., Program Management, Analytics, Software Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2015
Master of Business Administration (MBA)
University of Manitoba 2001 — 2005
B.Sc, Computer Engineering
IBM May 2012 - Present
Radaptive June 2010 - June 2012
Microsoft June 2010 - May 2012
Paradigm Management Services February 2008 - May 2010
Safeway April 2007 - January 2008
H&R Block December 2006 - April 2007
Bank of America October 2005 - November 2006
Skills
Business Analysis, Management, Agile Methodologies, Product Management, Cross-functional Team..., Project Management, Software Project..., Program Management, Analytics, Software Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2015
Master of Business Administration (MBA)
University of Manitoba 2001 — 2005
B.Sc, Computer Engineering
Thuy Phuong Tran Thuy Phuong Tran's H&R Block Experience December 2012 - July 2014
Job Community Outreach Specialist, HBUHSD
Industry Primary/Secondary Education
Experience
Huntingtion Beach Union High School District April 2013 - Present
H&R Block December 2012 - July 2014
Volunteers of America Los Angeles August 2008 - July 2013
Santa Ana College June 2008 - August 2008
Cal Corps Public Service Center, UC Berkeley February 2005 - May 2008
Skills
Bilingual-Vietnamese, Microsoft Office, Tutoring, Non-profits, Community Outreach, College Applications, Tax Preparation, Tax, Event Planning, Nonprofits, Time Management, Volunteer Management, Program Development, Community Organizing, Social Media, PowerPoint, Fundraising
Education
University of California, Berkeley 2004 — 2008
BA, Sociology
Hanoi University
Early Abroad Program (EAP)
Huntingtion Beach Union High School District April 2013 - Present
H&R Block December 2012 - July 2014
Volunteers of America Los Angeles August 2008 - July 2013
Santa Ana College June 2008 - August 2008
Cal Corps Public Service Center, UC Berkeley February 2005 - May 2008
Skills
Bilingual-Vietnamese, Microsoft Office, Tutoring, Non-profits, Community Outreach, College Applications, Tax Preparation, Tax, Event Planning, Nonprofits, Time Management, Volunteer Management, Program Development, Community Organizing, Social Media, PowerPoint, Fundraising
Education
University of California, Berkeley 2004 — 2008
BA, Sociology
Hanoi University
Early Abroad Program (EAP)
Mollie Toper Mollie Toper's H&R Block Experience November 2011 - April 2012
Job Materials Program Manager at Apple
Industry Consumer Electronics
Experience
Apple September 2015 - Present
E. & J. Gallo Winery January 2015 - September 2015
E. & J. Gallo Winery 2014 - December 2014
Rady School of Management 2012 - 2014
E. & J. Gallo Winery June 2013 - August 2013
Beyster Institute 2012 - 2013
H&R Block November 2011 - April 2012
Pacific Coast Feather Company October 2008 - July 2011
EXIGERE Corporation July 2007 - October 2008
Skills
Accounting, Financial Modeling, Financial Analysis, Cost Benefit, Microsoft Office, Cross-functional Team..., Inventory Management, Business Valuation, Supply Chain Management, Business Planning, Business Development, Budgets, Management, Supply Chain
Education
UCSD Rady School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Oregon - Charles H. Lundquist College of Business 2004 — 2007
BA, Business Administration, Concentration in Finance, Minor in Psychology
University of California, Santa Barbara 2003 — 2004
Apple September 2015 - Present
E. & J. Gallo Winery January 2015 - September 2015
E. & J. Gallo Winery 2014 - December 2014
Rady School of Management 2012 - 2014
E. & J. Gallo Winery June 2013 - August 2013
Beyster Institute 2012 - 2013
H&R Block November 2011 - April 2012
Pacific Coast Feather Company October 2008 - July 2011
EXIGERE Corporation July 2007 - October 2008
Skills
Accounting, Financial Modeling, Financial Analysis, Cost Benefit, Microsoft Office, Cross-functional Team..., Inventory Management, Business Valuation, Supply Chain Management, Business Planning, Business Development, Budgets, Management, Supply Chain
Education
UCSD Rady School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Oregon - Charles H. Lundquist College of Business 2004 — 2007
BA, Business Administration, Concentration in Finance, Minor in Psychology
University of California, Santa Barbara 2003 — 2004
Andrew Martinson Andrew Martinson's H&R Block Experience July 2013 - Present
Job Regional Marketing Manager at H&R Block
Industry Retail
Experience
H&R Block July 2013 - Present
H&R Block September 2008 - July 2013
Starbucks September 2003 - August 2008
Maloof Sports & Entertainment January 2001 - November 2003
Skills
Financial Analysis, Financial Reporting, Multi-Unit Management, Franchise Consulting, Contract Negotiation, Contract Management, Management Consulting, Management, Operations Management, Entertainment, Guitarist, Team Building, Team Leadership, Recruiting, Retail, Performance Management, Business Planning, Leadership, Marketing, Training, Sales, Strategic Planning, Customer Service
Education
UC Davis 1998 — 2003
Bachelor of Arts (B.A.), Economics
Folsom High School 1994 — 1998
H&R Block July 2013 - Present
H&R Block September 2008 - July 2013
Starbucks September 2003 - August 2008
Maloof Sports & Entertainment January 2001 - November 2003
Skills
Financial Analysis, Financial Reporting, Multi-Unit Management, Franchise Consulting, Contract Negotiation, Contract Management, Management Consulting, Management, Operations Management, Entertainment, Guitarist, Team Building, Team Leadership, Recruiting, Retail, Performance Management, Business Planning, Leadership, Marketing, Training, Sales, Strategic Planning, Customer Service
Education
UC Davis 1998 — 2003
Bachelor of Arts (B.A.), Economics
Folsom High School 1994 — 1998
Deep Basnyat Deep Basnyat's H&R Block Experience 2004 - 2008
Job IT Infrastructure Management Professional
Industry Information Technology and Services
Experience
Paramarsha.k Pvt. Ltd. January 2012 - Present
General Motors - OnStar 2012 - 2013
Blue Cross Blue Shield of Michigan 2011 - 2012
Bank of America 2011 - 2011
Hewlett-Packard 2010 - 2011
Fujitsu Consulting/Ford Motor Company 2008 - 2010
H&R Block 2004 - 2008
MSI/IBM Global Services 1998 - 2004
Mercantile Communications 1998 - 1998
Oracle Corporation, Australia 1997 - 1998
Skills
Disaster Recovery, Data Center, Integration, Project Management, Management, Enterprise Architecture, Vendor Management, ITIL, Information Technology, Resource Management, IT Service Management, IT Strategy, Leadership, Cross-functional Team..., Program Management, LAN-WAN, Team Leadership, Strategic Financial..., Information Security
Education
University of Canberra 1996 — 1998
Master of Information Technology, Infrastructure Management
University of Mysore 1989 — 1993
Bachelor of Engineering, Computer Sc. and Engineering
St. Xavier's School 1975 — 1987
High School Certificate, SLC, GCE [University of Cambridge]
Paramarsha.k Pvt. Ltd. January 2012 - Present
General Motors - OnStar 2012 - 2013
Blue Cross Blue Shield of Michigan 2011 - 2012
Bank of America 2011 - 2011
Hewlett-Packard 2010 - 2011
Fujitsu Consulting/Ford Motor Company 2008 - 2010
H&R Block 2004 - 2008
MSI/IBM Global Services 1998 - 2004
Mercantile Communications 1998 - 1998
Oracle Corporation, Australia 1997 - 1998
Skills
Disaster Recovery, Data Center, Integration, Project Management, Management, Enterprise Architecture, Vendor Management, ITIL, Information Technology, Resource Management, IT Service Management, IT Strategy, Leadership, Cross-functional Team..., Program Management, LAN-WAN, Team Leadership, Strategic Financial..., Information Security
Education
University of Canberra 1996 — 1998
Master of Information Technology, Infrastructure Management
University of Mysore 1989 — 1993
Bachelor of Engineering, Computer Sc. and Engineering
St. Xavier's School 1975 — 1987
High School Certificate, SLC, GCE [University of Cambridge]
Naughty'a T. Anderson Naughty'a T. Anderson's H&R Block Experience January 2008 - December 2008
Job Fashion & Merchandise Textile, Sales, Accountant, Bookkeeper, Marketing, Cosmetic Agent, CSR, Personal Assistant.
Industry Apparel & Fashion
Experience
Global Spectrum at University of Phoenix Stadium May 2013 - June 2015
Share Group June 2008 - March 2013
H&R Block January 2008 - December 2008
Guess Retail Store May 2005 - November 2007
Kforce January 2004 - March 2005
Mitchell Sweets & Associates October 2000 - December 2003
Skills
New Business Development, Online Marketing, Strategic Planning, Team Building, Recruiting, Entrepreneurship, Public Relations, Public Speaking, Social Networking, Social Media Marketing, Social Media, Customer Service, Sales, Event Planning, Event Management, Marketing, Advertising, Marketing Strategy, Management, Fashion, Apparel, Leadership, Microsoft Office, Facebook, Online Advertising, Microsoft Word, Training, Account Management, Blogging, Team Leadership, Marketing Communications, Email Marketing, Budgets, Strategy, Retail, Microsoft Excel, Entertainment, Time Management, Business Development, Sales Management, Coaching, Photoshop, Art, Fundraising, Editing, Start-ups, Research
Education
FIDM/Fashion Institute of Design & Merchandising-Orange County 2012 — 2014
Mba, Fashion Merchandising
Sonoma State University 2002 — 2006
Finance, Accounting and Business/Management
University of California, Los Angeles 2000 — 2002
Associate's degree, Psychology
Prescott high school 1997 — 1999
Diploma, Financial Mathematics
Beverly Hills high school 1995 — 1997
Diploma, Geology/Earth Science, General
Global Spectrum at University of Phoenix Stadium May 2013 - June 2015
Share Group June 2008 - March 2013
H&R Block January 2008 - December 2008
Guess Retail Store May 2005 - November 2007
Kforce January 2004 - March 2005
Mitchell Sweets & Associates October 2000 - December 2003
Skills
New Business Development, Online Marketing, Strategic Planning, Team Building, Recruiting, Entrepreneurship, Public Relations, Public Speaking, Social Networking, Social Media Marketing, Social Media, Customer Service, Sales, Event Planning, Event Management, Marketing, Advertising, Marketing Strategy, Management, Fashion, Apparel, Leadership, Microsoft Office, Facebook, Online Advertising, Microsoft Word, Training, Account Management, Blogging, Team Leadership, Marketing Communications, Email Marketing, Budgets, Strategy, Retail, Microsoft Excel, Entertainment, Time Management, Business Development, Sales Management, Coaching, Photoshop, Art, Fundraising, Editing, Start-ups, Research
Education
FIDM/Fashion Institute of Design & Merchandising-Orange County 2012 — 2014
Mba, Fashion Merchandising
Sonoma State University 2002 — 2006
Finance, Accounting and Business/Management
University of California, Los Angeles 2000 — 2002
Associate's degree, Psychology
Prescott high school 1997 — 1999
Diploma, Financial Mathematics
Beverly Hills high school 1995 — 1997
Diploma, Geology/Earth Science, General
Emily Aldrich's H&R Block Experience January 2014 - April 2014
Job JD Candidate at Golden Gate University School of Law
Industry Law Practice
Experience
MobiTV, Inc. April 2014 - Present
H&R Block January 2014 - April 2014
Kimball, Tirey & St. John February 2013 - October 2013
Law Office May 2011 - December 2012
International Institute of the Bay Area August 2010 - May 2011
International Communication Institute (ICI) January 2009 - May 2009
Skills
Pleadings, Document Review, Westlaw, Legal Assistance, Legal Documents, Legal Research, Legal Writing, Lexis, Document Drafting, Litigation Support, Courts, Litigation, Time Matters, Civil Litigation, Wordperfect, Hearings, LexisNexis
Education
Golden Gate University, School of Law 2013 — 2017
Doctor of Law (JD)
San Francisco State University 2010 — 2011
Certificate, Paralegal Studies
UC San Diego 2004 — 2008
Bachelor of Arts (B.A.), International Studies; Spanish
MobiTV, Inc. April 2014 - Present
H&R Block January 2014 - April 2014
Kimball, Tirey & St. John February 2013 - October 2013
Law Office May 2011 - December 2012
International Institute of the Bay Area August 2010 - May 2011
International Communication Institute (ICI) January 2009 - May 2009
Skills
Pleadings, Document Review, Westlaw, Legal Assistance, Legal Documents, Legal Research, Legal Writing, Lexis, Document Drafting, Litigation Support, Courts, Litigation, Time Matters, Civil Litigation, Wordperfect, Hearings, LexisNexis
Education
Golden Gate University, School of Law 2013 — 2017
Doctor of Law (JD)
San Francisco State University 2010 — 2011
Certificate, Paralegal Studies
UC San Diego 2004 — 2008
Bachelor of Arts (B.A.), International Studies; Spanish
Cindy Lu Cindy Lu's H&R Block Experience 2013 - 2013
Job Human Resources Specialist
Industry Human Resources
Experience
Bergelectric July 2015 - Present
Bergelectric November 2014 - July 2015
Omnitracs August 2014 - October 2014
Qualcomm March 2013 - August 2014
H&R Block 2013 - 2013
Skills
Human Resources, Recruiting, Applicant Tracking..., Management, Onboarding, Employee Relations, Training, Talent Management, Customer Service, Talent Acquisition, College Recruiting, Microsoft Excel
Education
University of California, San Diego 2014 — 2016
Professional Certificate in Human Resource Management
University of California, Riverside
Bachelor’s Degree, Economics
Bergelectric July 2015 - Present
Bergelectric November 2014 - July 2015
Omnitracs August 2014 - October 2014
Qualcomm March 2013 - August 2014
H&R Block 2013 - 2013
Skills
Human Resources, Recruiting, Applicant Tracking..., Management, Onboarding, Employee Relations, Training, Talent Management, Customer Service, Talent Acquisition, College Recruiting, Microsoft Excel
Education
University of California, San Diego 2014 — 2016
Professional Certificate in Human Resource Management
University of California, Riverside
Bachelor’s Degree, Economics
Steve Kriz's H&R Block Experience January 2015 - April 2015
Job Senior QA Specialist at Pharmacyclics
Industry Pharmaceuticals
Experience
Pharmacyclics August 2015 - Present
Baxalta (formerly Baxter) February 2015 - July 2015
H&R Block January 2015 - April 2015
Baxter May 2013 - February 2015
Baxter March 2012 - May 2013
William Brown III M.D. January 2007 - March 2012
University of California, Los Angeles July 2008 - June 2010
Skills
Quality Systems, Document Change Control, Documentation Review, Continuous Improvement..., Lean Green Belt Trained, Six Sigma Yellow Belt, Validation, Event Writing, GMP and GDP, Excellent verbal and..., Strong interest in the..., Highly adaptive to..., Exceptional data..., Adept at prioritizing..., Ability to ask probing..., Strong team approach, Balance respect for..., Thrive in a fast paced..., Highly detail oriented, Resourceful at..., Documentation, Quality System, SOP, Six Sigma, CAPA, Pharmaceutical Industry, 21 CFR Part 11, Biopharmaceuticals, Management, FDA
Education
University of California, Los Angeles
Bachelor of Science, Molecular, Cell and Developmental Biology
Pharmacyclics August 2015 - Present
Baxalta (formerly Baxter) February 2015 - July 2015
H&R Block January 2015 - April 2015
Baxter May 2013 - February 2015
Baxter March 2012 - May 2013
William Brown III M.D. January 2007 - March 2012
University of California, Los Angeles July 2008 - June 2010
Skills
Quality Systems, Document Change Control, Documentation Review, Continuous Improvement..., Lean Green Belt Trained, Six Sigma Yellow Belt, Validation, Event Writing, GMP and GDP, Excellent verbal and..., Strong interest in the..., Highly adaptive to..., Exceptional data..., Adept at prioritizing..., Ability to ask probing..., Strong team approach, Balance respect for..., Thrive in a fast paced..., Highly detail oriented, Resourceful at..., Documentation, Quality System, SOP, Six Sigma, CAPA, Pharmaceutical Industry, 21 CFR Part 11, Biopharmaceuticals, Management, FDA
Education
University of California, Los Angeles
Bachelor of Science, Molecular, Cell and Developmental Biology
Myrna Santos Myrna Santos's H&R Block Experience January 2011 - April 2011
Job Real Estate Services Coordinator
Industry Real Estate
Experience
CBRE June 2014 - Present
Palo Alto Staffing Services May 2013 - June 2014
Milestone Financial, LLC May 2013 - December 2013
County of Riverside January 2013 - March 2013
UC Riverside Intercollegiate Athletics October 2009 - March 2013
City of Fremont, CA July 2012 - September 2012
Crowne Plaza Palo Alto June 2011 - September 2011
H&R Block January 2011 - April 2011
Cinemark July 2007 - February 2008
Skills
Time Management, Data Entry, Facebook, PowerPoint, Customer Service, Microsoft Office, Accounts Receivable, Microsoft Excel, Microsoft Word, Teamwork, Spanish, Event Planning, Cash Collection, Billing Services, Social Media Marketing, Invoicing, Filing, Fast Learner, Organization, Leadership, Aging Reports, Product Marketing, POS, Phone Etiquette, B2B, Supply Ordering, Property Management, Commercial Real Estate
Education
University of California, Riverside 2009 — 2013
Bachelor of Science (B.S.), Business Administration - Financial Economics
CBRE June 2014 - Present
Palo Alto Staffing Services May 2013 - June 2014
Milestone Financial, LLC May 2013 - December 2013
County of Riverside January 2013 - March 2013
UC Riverside Intercollegiate Athletics October 2009 - March 2013
City of Fremont, CA July 2012 - September 2012
Crowne Plaza Palo Alto June 2011 - September 2011
H&R Block January 2011 - April 2011
Cinemark July 2007 - February 2008
Skills
Time Management, Data Entry, Facebook, PowerPoint, Customer Service, Microsoft Office, Accounts Receivable, Microsoft Excel, Microsoft Word, Teamwork, Spanish, Event Planning, Cash Collection, Billing Services, Social Media Marketing, Invoicing, Filing, Fast Learner, Organization, Leadership, Aging Reports, Product Marketing, POS, Phone Etiquette, B2B, Supply Ordering, Property Management, Commercial Real Estate
Education
University of California, Riverside 2009 — 2013
Bachelor of Science (B.S.), Business Administration - Financial Economics
ANNIE DUMOGA's H&R Block Experience December 2013 - April 2015
Job Accounting Professional
Industry Accounting
Experience
H&R Block December 2013 - April 2015
Sam's Club May 2012 - June 2014
Indepentent AVON Sales Representative October 2009 - February 2011
Ho Polytechnic February 2002 - June 2009
Skills
Financial Reporting, Auditing, Accounting, Financial Analysis, Account Reconciliation, Microsoft Excel, Internal Controls, Tax, Managerial Finance, Budgets, Financial Modeling, Strategic Planning, Credit, Customer Service, Finance, Microsoft Word, Financial Accounting, Research, Microsoft Office, Forecasting, Tax ,Finance,Customer...
Education
Auburn University at Montgomery 2015 — 2016
Master's degree, Accounting
Auburn University Montgomery 2013 — 2014
Master of Accounting, Government Accounting
University of Ghana Business School 2006 — 2008
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Cape Coast 1996 — 2000
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Mawuli High School 1991 — 1993
Senior High Certificate, Accounting and Business/Management
H&R Block December 2013 - April 2015
Sam's Club May 2012 - June 2014
Indepentent AVON Sales Representative October 2009 - February 2011
Ho Polytechnic February 2002 - June 2009
Skills
Financial Reporting, Auditing, Accounting, Financial Analysis, Account Reconciliation, Microsoft Excel, Internal Controls, Tax, Managerial Finance, Budgets, Financial Modeling, Strategic Planning, Credit, Customer Service, Finance, Microsoft Word, Financial Accounting, Research, Microsoft Office, Forecasting, Tax ,Finance,Customer...
Education
Auburn University at Montgomery 2015 — 2016
Master's degree, Accounting
Auburn University Montgomery 2013 — 2014
Master of Accounting, Government Accounting
University of Ghana Business School 2006 — 2008
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Cape Coast 1996 — 2000
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Mawuli High School 1991 — 1993
Senior High Certificate, Accounting and Business/Management
Tinisha Brooks Tinisha Brooks's H&R Block Experience January 2014 - Present
Job Administratve Assistant at Thompson & Knight LLP
Industry Law Practice
Experience
H&R Block January 2014 - Present
Thompson & Knight LLP February 2015 - Present
Pillsbury Winthrop Shaw Pittman LLP September 2014 - January 2015
Harder Mirell & Abrams LLP August 2013 - October 2013
State of Iowa February 2013 - May 2013
Kaplan Test Prep July 2011 - July 2012
World Vision May 2011 - August 2011
Skills
Legal Research, Legal Writing, Lexis, Westlaw, Litigation, Courts, Mediation, Intellectual Property, Corporate Law, Research, International Law, Public Speaking, Tabs3, Tabs, Pivot Tables, Microsoft Excel, Outlook Express, Practice Master, Worldox, Hasler, Mail Merge, Client Billing, Invoice Processing, Nitro Pro, Adobe, Editing, Switchboard, E-Discovery, Digital Preservation, Document Drafting, Motions, Drafting Correspondence, Legal Discovery, Trial Preparation, Tax Preparation, Paralegal
Education
University of California, Los Angeles
Graduate Paralegal Certificate, Paralegal Studies
University of California, Berkeley 2008 — 2013
Bachelor of Arts (BA), Legal Studies, General
H&R Block January 2014 - Present
Thompson & Knight LLP February 2015 - Present
Pillsbury Winthrop Shaw Pittman LLP September 2014 - January 2015
Harder Mirell & Abrams LLP August 2013 - October 2013
State of Iowa February 2013 - May 2013
Kaplan Test Prep July 2011 - July 2012
World Vision May 2011 - August 2011
Skills
Legal Research, Legal Writing, Lexis, Westlaw, Litigation, Courts, Mediation, Intellectual Property, Corporate Law, Research, International Law, Public Speaking, Tabs3, Tabs, Pivot Tables, Microsoft Excel, Outlook Express, Practice Master, Worldox, Hasler, Mail Merge, Client Billing, Invoice Processing, Nitro Pro, Adobe, Editing, Switchboard, E-Discovery, Digital Preservation, Document Drafting, Motions, Drafting Correspondence, Legal Discovery, Trial Preparation, Tax Preparation, Paralegal
Education
University of California, Los Angeles
Graduate Paralegal Certificate, Paralegal Studies
University of California, Berkeley 2008 — 2013
Bachelor of Arts (BA), Legal Studies, General
Tina Shuwei Jiang Tina Shuwei Jiang's H&R Block Experience December 2013 - April 2014
Job Tax Asociate at KPMG US
Industry Accounting
Experience
KPMG US January 2015 - Present
KPMG US June 2014 - August 2014
H&R Block December 2013 - April 2014
H&R Block July 2013 - November 2013
H&R Block December 2012 - April 2013
American Red Cross Morongo Basin Chapter August 2009 - November 2010
American Red Cross Morongo Basin Chapter January 2008 - August 2009
Skills
Tax Accounting, Account Reconciliation, Microsoft Office, Community Organizing, Long-term Customer..., Building Relationships, Negotiation, Technical Writing, Analytical Reasoning, Customer Service, Technical Accounting..., Financial Accounting, Accounts Payable, Accounts Receivable, Team Leadership, Organizational..., Microsoft Excel, Accounting
Education
University of San Diego 2012 — 2014
Bachelor of Science (BS), Accounting
University of California, Davis 2005 — 2007
Bachelor of Science (BS), Genetics
KPMG US January 2015 - Present
KPMG US June 2014 - August 2014
H&R Block December 2013 - April 2014
H&R Block July 2013 - November 2013
H&R Block December 2012 - April 2013
American Red Cross Morongo Basin Chapter August 2009 - November 2010
American Red Cross Morongo Basin Chapter January 2008 - August 2009
Skills
Tax Accounting, Account Reconciliation, Microsoft Office, Community Organizing, Long-term Customer..., Building Relationships, Negotiation, Technical Writing, Analytical Reasoning, Customer Service, Technical Accounting..., Financial Accounting, Accounts Payable, Accounts Receivable, Team Leadership, Organizational..., Microsoft Excel, Accounting
Education
University of San Diego 2012 — 2014
Bachelor of Science (BS), Accounting
University of California, Davis 2005 — 2007
Bachelor of Science (BS), Genetics
George Ghiday George Ghiday's H&R Block Experience September 2011 - April 2014
Job Product Engineer at 3M
Industry Mechanical or Industrial Engineering
Experience
3M March 1999 - Present
H&R Block September 2011 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Teaching, HTML, Statistical Data...
Education
University of California, Los Angeles 1995 — 1998
Bachelor of Science (BS), Industrial Engineering
Don Bosco Technical Institute 1995 — 1997
Associate's degree, Power and Tranportation
Catholic Major Seminary 1990 — 1992
Philosophy, Philosophy
3M March 1999 - Present
H&R Block September 2011 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Teaching, HTML, Statistical Data...
Education
University of California, Los Angeles 1995 — 1998
Bachelor of Science (BS), Industrial Engineering
Don Bosco Technical Institute 1995 — 1997
Associate's degree, Power and Tranportation
Catholic Major Seminary 1990 — 1992
Philosophy, Philosophy
Irene Werner Irene Werner's H&R Block Experience January 1994 - December 2014
Job Enrolled Agent at Teeter & Associates CPA
Industry Retail
Experience
Irene Werner January 2015 - Present
Teeter & Associates CPA January 2015 - Present
H&R Block January 1994 - December 2014
H&R Block August 1996 - October 2007
Pacific Bell 1979 - 1992
Skills
Tax Preparation, Customer Service, QuickBooks, Small Business, Retail, Bookkeeping, Financial Planners, Budgets, Microsoft Excel, Accounting, Payroll, Accounts Payable, Payroll Taxes, Inventory Management, Income Tax, Financial Statements, Microsoft Word, Outlook, Tax, Sales Tax, Tax Returns, Tax Accounting, Corporate Tax, General Ledger
Education
UCLA 1961 — 1966
BA, Mathematics
Irene Werner January 2015 - Present
Teeter & Associates CPA January 2015 - Present
H&R Block January 1994 - December 2014
H&R Block August 1996 - October 2007
Pacific Bell 1979 - 1992
Skills
Tax Preparation, Customer Service, QuickBooks, Small Business, Retail, Bookkeeping, Financial Planners, Budgets, Microsoft Excel, Accounting, Payroll, Accounts Payable, Payroll Taxes, Inventory Management, Income Tax, Financial Statements, Microsoft Word, Outlook, Tax, Sales Tax, Tax Returns, Tax Accounting, Corporate Tax, General Ledger
Education
UCLA 1961 — 1966
BA, Mathematics
Alexander Born Alexander Born's H&R Block Experience January 2007 - April 2007
Job Entrepreneur/Owner at Born Alliance, LLC
Industry Wholesale
Experience
Born Alliance, LLC February 2013 - Present
The Color Management Group March 2012 - July 2013
Integrated Products and Supplies September 2009 - March 2012
Meridian Cyber Solutions, The Epson Dealer March 2008 - September 2009
Landmark Staffing August 2007 - 2009
Stride & Associates January 2008 - February 2008
Davis Paul Management Group July 2006 - February 2008
H&R Block January 2007 - April 2007
Crawford and Company January 2005 - July 2006
Born Entrepreneurs January 2003 - March 2005
Skills
B2B, Marketing, Recruiting, Customer Service, Entrepreneurship, New Business Development, Business Development, Training, Salesforce.com, System Administration, Strategy, Leadership, Management, CRM, Interviews, Telecommunications, Account Management, Sales, Cold Calling, Direct Sales, SEO, Start-ups, Process Improvement, Sales Process, Selling, Strategic Partnerships, Team Building, Networking, Solution Selling, Business Strategy, Business Planning, Team Leadership, Marketing Strategy, Sales Operations, Team Management
Education
University of California, Riverside 2001 — 2004
BA, Economics with an emphasis in Finance
Born Alliance, LLC February 2013 - Present
The Color Management Group March 2012 - July 2013
Integrated Products and Supplies September 2009 - March 2012
Meridian Cyber Solutions, The Epson Dealer March 2008 - September 2009
Landmark Staffing August 2007 - 2009
Stride & Associates January 2008 - February 2008
Davis Paul Management Group July 2006 - February 2008
H&R Block January 2007 - April 2007
Crawford and Company January 2005 - July 2006
Born Entrepreneurs January 2003 - March 2005
Skills
B2B, Marketing, Recruiting, Customer Service, Entrepreneurship, New Business Development, Business Development, Training, Salesforce.com, System Administration, Strategy, Leadership, Management, CRM, Interviews, Telecommunications, Account Management, Sales, Cold Calling, Direct Sales, SEO, Start-ups, Process Improvement, Sales Process, Selling, Strategic Partnerships, Team Building, Networking, Solution Selling, Business Strategy, Business Planning, Team Leadership, Marketing Strategy, Sales Operations, Team Management
Education
University of California, Riverside 2001 — 2004
BA, Economics with an emphasis in Finance
Anita Cordova's H&R Block Experience January 2003 - April 2003
Job Accounting Assistant at Siemens Industry US
Industry Industrial Automation
Experience
Siemens Industry US June 2012 - Present
Macy's September 2014 - June 2015
Siemens Energy, Inc. February 2011 - June 2012
CDI Talent & Technology Solutions November 2010 - February 2011
Blackstone Technology Group September 2009 - August 2010
Kelly Services May 2009 - August 2009
Oracle May 2005 - August 2008
Fireside Bank January 2005 - May 2005
Accountemps February 2003 - September 2003
H&R Block January 2003 - April 2003
Skills
Accounts Payable, Events Coordination, Coordinate Meetings, Organization Skills
Education
University of California, Santa Cruz 1987 — 1992
Bachelor of Arts (B.A.), Economics (including accounting classes)
Siemens Industry US June 2012 - Present
Macy's September 2014 - June 2015
Siemens Energy, Inc. February 2011 - June 2012
CDI Talent & Technology Solutions November 2010 - February 2011
Blackstone Technology Group September 2009 - August 2010
Kelly Services May 2009 - August 2009
Oracle May 2005 - August 2008
Fireside Bank January 2005 - May 2005
Accountemps February 2003 - September 2003
H&R Block January 2003 - April 2003
Skills
Accounts Payable, Events Coordination, Coordinate Meetings, Organization Skills
Education
University of California, Santa Cruz 1987 — 1992
Bachelor of Arts (B.A.), Economics (including accounting classes)
Amy Misawa, MBT Amy Misawa, MBT's H&R Block Experience 2006 - 2007
Job
Industry Accounting
Experience
Intuit 2011 - 2012
Motorola Mobility 2011 - 2011
Sempra Energy 2007 - 2010
Income Tax Service 2003 - 2010
H&R Block 2006 - 2007
LPL Financial 2004 - 2006
Brandes Investment Partners 2004 - 2005
Morgan Stanley 1999 - 2003
Skills
Financial Analysis, Financial Statements, Tax, Sarbanes-Oxley Act, Investments, Forecasting, Accounting, Account Reconciliation, GAAP, Process Improvement, Auditing, Financial Accounting, Tax Accounting, Tax Law, QuickBooks, Internal Audit, Internal Controls, Corporate Tax, Tax Preparation, Tax Returns, Tax Research
Education
USC Leventhal School of Accounting
Master of Business Taxation, 2013
University of California, San Diego
Bachelor of Science
Intuit 2011 - 2012
Motorola Mobility 2011 - 2011
Sempra Energy 2007 - 2010
Income Tax Service 2003 - 2010
H&R Block 2006 - 2007
LPL Financial 2004 - 2006
Brandes Investment Partners 2004 - 2005
Morgan Stanley 1999 - 2003
Skills
Financial Analysis, Financial Statements, Tax, Sarbanes-Oxley Act, Investments, Forecasting, Accounting, Account Reconciliation, GAAP, Process Improvement, Auditing, Financial Accounting, Tax Accounting, Tax Law, QuickBooks, Internal Audit, Internal Controls, Corporate Tax, Tax Preparation, Tax Returns, Tax Research
Education
USC Leventhal School of Accounting
Master of Business Taxation, 2013
University of California, San Diego
Bachelor of Science
Lizette De Arkos Lizette De Arkos's H&R Block Experience January 2012 - April 2012
Job CEO + Founder of L D A Y
Industry Philanthropy
Experience
Town of Windsor February 2015 - Present
L D A Y January 2012 - Present
Korbel November 2014 - February 2015
Rocket Lawyer, Inc–Planning various company-wide projects and events to promote a dynamic culture, June 2013 - April 2014
Town of Windsor August 2012 - February 2013
Traditional Medicinals, Inc. August 2012 - December 2012
H&R Block January 2012 - April 2012
Traditional Medicinals, Inc. 2006 - 2009
Skills
Social Entrepreneurship, Graphic Design, Corporate Social..., Spanish, Event Planning, Office Management, Customer Experience, Logo Design, Interior Design, Architectural Design, Product Design, Microsoft Office, Adobe Creative Suite, Data Analysis, Marketing, Project Management, Client Relations
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts (B.A.), Community Studies
University of California, Berkeley, Haas School of Business 2011 — 2011
BASE Program, Business
Town of Windsor February 2015 - Present
L D A Y January 2012 - Present
Korbel November 2014 - February 2015
Rocket Lawyer, Inc–Planning various company-wide projects and events to promote a dynamic culture, June 2013 - April 2014
Town of Windsor August 2012 - February 2013
Traditional Medicinals, Inc. August 2012 - December 2012
H&R Block January 2012 - April 2012
Traditional Medicinals, Inc. 2006 - 2009
Skills
Social Entrepreneurship, Graphic Design, Corporate Social..., Spanish, Event Planning, Office Management, Customer Experience, Logo Design, Interior Design, Architectural Design, Product Design, Microsoft Office, Adobe Creative Suite, Data Analysis, Marketing, Project Management, Client Relations
Education
University of California, Santa Cruz 2008 — 2012
Bachelor of Arts (B.A.), Community Studies
University of California, Berkeley, Haas School of Business 2011 — 2011
BASE Program, Business
Karl Koo Karl Koo's H&R Block Experience December 2011 - April 2012
Job Senior Accountant at CityView
Industry Financial Services
Experience
CityView September 2014 - Present
TODD SOUNDELUX June 2013 - September 2014
Internet Brands June 2012 - June 2013
H&R Block December 2011 - April 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Accounting, Financial Analysis, QuickBooks, Access, Outlook, Customer Service, Event Planning, Data Analysis, Accounts Receivable, Bank Reconciliation, Microsoft Office, Social Media, Research, Data Entry, Teamwork
Education
University of California, Santa Barbara 2007 — 2011
B.A, Business Economics w/ emphasis in Accounting
CityView September 2014 - Present
TODD SOUNDELUX June 2013 - September 2014
Internet Brands June 2012 - June 2013
H&R Block December 2011 - April 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Accounting, Financial Analysis, QuickBooks, Access, Outlook, Customer Service, Event Planning, Data Analysis, Accounts Receivable, Bank Reconciliation, Microsoft Office, Social Media, Research, Data Entry, Teamwork
Education
University of California, Santa Barbara 2007 — 2011
B.A, Business Economics w/ emphasis in Accounting
Patrick Sneeringer Patrick Sneeringer's H&R Block Experience December 2003 - Present
Job Senior Tax Advisor at H&R Block
Industry Retail
Experience
H&R Block December 2003 - Present
National Weather Service August 1989 - Present
Skills
Small Business, Tax, Tax Preparation, Forecasting, Tax Returns, Finance, Investments, Retirement, IRS, Analysis, Preparation, System Administration, QuickBooks, Bookkeeping, Strategic Planning, Accounts Payable, General Ledger, Financial Statements, Payroll, Accounting, Accounts Receivable, Account Reconciliation, Tax Accounting, Auditing, Process Improvement, Journal Entries, Budgets, Administration, Microsoft Excel, Tax Research
Education
University of Nevada-Reno 1991 — 1993
MS, Hydrology-Hydrogeology
University of California, Davis 1985 — 1989
BS, Atmospheric Science
Nevada Union High School 1981 — 1985
H&R Block December 2003 - Present
National Weather Service August 1989 - Present
Skills
Small Business, Tax, Tax Preparation, Forecasting, Tax Returns, Finance, Investments, Retirement, IRS, Analysis, Preparation, System Administration, QuickBooks, Bookkeeping, Strategic Planning, Accounts Payable, General Ledger, Financial Statements, Payroll, Accounting, Accounts Receivable, Account Reconciliation, Tax Accounting, Auditing, Process Improvement, Journal Entries, Budgets, Administration, Microsoft Excel, Tax Research
Education
University of Nevada-Reno 1991 — 1993
MS, Hydrology-Hydrogeology
University of California, Davis 1985 — 1989
BS, Atmospheric Science
Nevada Union High School 1981 — 1985
Brian Pon, EA, CFP® Brian Pon, EA, CFP®'s H&R Block Experience December 1997 - April 2000
Job
Industry Financial Services
Experience
Financial Connections Group, Inc. May 2000 - Present
Golden Gate University May 2007 - January 2015
Consumer Credit Counseling Services of the East Bay, A Division of Money Management International August 1997 - November 2014
IRS VITA Program January 2005 - February 2014
H&R Block December 1997 - April 2000
Lawrence Berkeley National Laboratory June 1991 - April 2000
Education
University of California, Berkeley 1988 — 1992
B.S., Engineering Physics
Lowell High School 1984 — 1988
Financial Connections Group, Inc. May 2000 - Present
Golden Gate University May 2007 - January 2015
Consumer Credit Counseling Services of the East Bay, A Division of Money Management International August 1997 - November 2014
IRS VITA Program January 2005 - February 2014
H&R Block December 1997 - April 2000
Lawrence Berkeley National Laboratory June 1991 - April 2000
Education
University of California, Berkeley 1988 — 1992
B.S., Engineering Physics
Lowell High School 1984 — 1988
Loretta Carbonetti Loretta Carbonetti's H&R Block Experience December 2006 - April 2012
Job Senior Tax Advisor at H&R Block
Industry Retail
Experience
H&R Block December 2006 - April 2012
The Walt Disney Company September 1988 - September 1996
Paramount Pictures February 1988 - September 1988
CBS Corporation July 1984 - April 1987
Education
USC Marshall School of Business 1982 — 1984
Master of Business Administration (MBA), Finance, General
UCLA
Bachelor of Arts (BA)
H&R Block December 2006 - April 2012
The Walt Disney Company September 1988 - September 1996
Paramount Pictures February 1988 - September 1988
CBS Corporation July 1984 - April 1987
Education
USC Marshall School of Business 1982 — 1984
Master of Business Administration (MBA), Finance, General
UCLA
Bachelor of Arts (BA)
Mayra Morales Mayra Morales's H&R Block Experience December 2002 - July 2007
Job Software Quality Assurance Analyst
Industry Computer Software
Experience
Intuit August 2010 - Present
3 Little Birds Interactive April 2011 - Present
Self-employed January 2005 - Present
ThinkTrade Inc July 2007 - July 2009
H&R Block December 2002 - July 2007
Skills
Engaging and Connecting..., Listening to customer..., Tax Preparation, Compliance, Consulting, Brand Development, Internet, Organization, Office Management, Office Administration, Quality Assurance, Research, Scrum, Agile Methodologies, Tax Returns, Turbo Tax, Lacerte, QuickBooks, ProSeries, Revenue Recognition, Tax Accounting, Accounting, Analysis, Finance, Customer Service, Management, Leadership, Financial Analysis, Process Improvement
Education
University of California, San Diego 2011 — 2013
Accounting Certificate, Accounting
University of La Verne 2002 — 2004
Master of Business Administration (M.B.A.), Marketing, Leadership and Management
University of California, Santa Barbara 1998 — 2000
Bachelor of Arts (B.A.), Sociology and Spanish
Intuit August 2010 - Present
3 Little Birds Interactive April 2011 - Present
Self-employed January 2005 - Present
ThinkTrade Inc July 2007 - July 2009
H&R Block December 2002 - July 2007
Skills
Engaging and Connecting..., Listening to customer..., Tax Preparation, Compliance, Consulting, Brand Development, Internet, Organization, Office Management, Office Administration, Quality Assurance, Research, Scrum, Agile Methodologies, Tax Returns, Turbo Tax, Lacerte, QuickBooks, ProSeries, Revenue Recognition, Tax Accounting, Accounting, Analysis, Finance, Customer Service, Management, Leadership, Financial Analysis, Process Improvement
Education
University of California, San Diego 2011 — 2013
Accounting Certificate, Accounting
University of La Verne 2002 — 2004
Master of Business Administration (M.B.A.), Marketing, Leadership and Management
University of California, Santa Barbara 1998 — 2000
Bachelor of Arts (B.A.), Sociology and Spanish
Hector A. Jimenez Hector A. Jimenez's H&R Block Experience January 2012 - Present
Job Tax Associate at H&R Block, Inc.
Industry Financial Services
Experience
H&R Block January 2012 - Present
Hector A Jimenez January 2000 - Present
New England Financial January 2007 - August 2008
Education
University of California, Santa Barbara 1998 — 2000
BS, BIO/PSYCH
H&R Block January 2012 - Present
Hector A Jimenez January 2000 - Present
New England Financial January 2007 - August 2008
Education
University of California, Santa Barbara 1998 — 2000
BS, BIO/PSYCH
Fred Grant Fred Grant's H&R Block Experience July 2005 - April 2009
Job CPA with software development, management, media relations and product innovation experience
Industry Accounting
Experience
Frederic Martin Grant, CPA January 1987 - Present
H&R Block July 2005 - April 2009
TaxNet September 2004 - July 2005
Intuit July 1994 - September 2004
Education
University of California, Santa Barbara 1976 — 1979
University of California, San Diego 1975 — 1976
Frederic Martin Grant, CPA January 1987 - Present
H&R Block July 2005 - April 2009
TaxNet September 2004 - July 2005
Intuit July 1994 - September 2004
Education
University of California, Santa Barbara 1976 — 1979
University of California, San Diego 1975 — 1976
Douglas Hartung's H&R Block Experience 2005 - 2008
Job Global Software Research & Strategy
Industry Financial Services
Experience
Diebold March 2014 - Present
Discover Financial Services September 2010 - March 2014
Power I.T., LLC December 2008 - March 2011
H&R Block 2005 - 2008
H&R Block 2002 - 2005
Sprint Communications Corporation 1997 - 2002
Skills
Product Management, Product Development, Business Strategy, Strategic Partnerships, Strategic Planning, Start-ups, New Business Development, Business Development, Program Management, Mobile Devices, Marketing Strategy, Product Marketing, E-commerce, Cross-functional Team..., Process Improvement, Marketing, Enterprise Software, Project Management, Strategy, Leadership, Market Research, Entrepreneurship, Consulting, Management, Vendor Management, Segmentation, SaaS, Analytics, Wireless, Sales, Competitive Analysis, Market Analysis, CRM, Mobile Payments, Analysis, Financial Services
Education
University of California, Irvine - The Paul Merage School of Business 1991 — 1993
MBA
University of California, Santa Barbara 1981 — 1987
BA
University of California, Santa Barbara 1981 — 1987
BA
Diebold March 2014 - Present
Discover Financial Services September 2010 - March 2014
Power I.T., LLC December 2008 - March 2011
H&R Block 2005 - 2008
H&R Block 2002 - 2005
Sprint Communications Corporation 1997 - 2002
Skills
Product Management, Product Development, Business Strategy, Strategic Partnerships, Strategic Planning, Start-ups, New Business Development, Business Development, Program Management, Mobile Devices, Marketing Strategy, Product Marketing, E-commerce, Cross-functional Team..., Process Improvement, Marketing, Enterprise Software, Project Management, Strategy, Leadership, Market Research, Entrepreneurship, Consulting, Management, Vendor Management, Segmentation, SaaS, Analytics, Wireless, Sales, Competitive Analysis, Market Analysis, CRM, Mobile Payments, Analysis, Financial Services
Education
University of California, Irvine - The Paul Merage School of Business 1991 — 1993
MBA
University of California, Santa Barbara 1981 — 1987
BA
University of California, Santa Barbara 1981 — 1987
BA
Elan Keeler Elan Keeler's H&R Block Experience 2001 - 2004
Job Senior Registered Client Associate at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. September 2014 - Present
Wells Fargo Advisors September 2005 - September 2014
SunTrust Investment Services, Inc. 2003 - 2005
Protected Investors of America 1999 - 2005
H&R Block 2001 - 2004
Skills
Series 7, Fixed Annuities, Investments, Sales, Life Insurance, Variable Annuities, Asset Based Lending, Tax Preparation, Leadership, Microsoft Office, Process Improvement, Training, Microsoft Word
Education
University of California, Davis
Bachelor of Arts (B.A.), Psychology
University of California, Davis
Raymond James & Associates, Inc. September 2014 - Present
Wells Fargo Advisors September 2005 - September 2014
SunTrust Investment Services, Inc. 2003 - 2005
Protected Investors of America 1999 - 2005
H&R Block 2001 - 2004
Skills
Series 7, Fixed Annuities, Investments, Sales, Life Insurance, Variable Annuities, Asset Based Lending, Tax Preparation, Leadership, Microsoft Office, Process Improvement, Training, Microsoft Word
Education
University of California, Davis
Bachelor of Arts (B.A.), Psychology
University of California, Davis
Eric Pratte's H&R Block Experience January 2008 - May 2010
Job Freelance Writer
Industry Research
Experience
H&R Block January 2008 - May 2010
Prima Games June 1999 - October 2000
Gamer's Republic May 1998 - June 1999
GameFan March 1997 - April 1998
Education
University of California, Los Angeles 2005 — 2007
B.A., Psychology
H&R Block January 2008 - May 2010
Prima Games June 1999 - October 2000
Gamer's Republic May 1998 - June 1999
GameFan March 1997 - April 1998
Education
University of California, Los Angeles 2005 — 2007
B.A., Psychology
Stephen Hui's H&R Block Experience 2005 - 2007
Job Vice President, FP&A at Western Dental Services
Industry Hospital & Health Care
Experience
Western Dental Services 2013 - Present
Insight Imaging 2009 - 2013
DLC 2007 - 2009
H&R Block 2005 - 2007
Nestle USA 2004 - 2005
The Boeing Company 1998 - 2004
Skills
Financial Modeling, Forecasting, Finance, Analysis, Business Planning, Management, Leadership
Education
University of Southern California - Marshall School of Business
MBA, Finance and Operation
University of California, Irvine
BA, Economics
Western Dental Services 2013 - Present
Insight Imaging 2009 - 2013
DLC 2007 - 2009
H&R Block 2005 - 2007
Nestle USA 2004 - 2005
The Boeing Company 1998 - 2004
Skills
Financial Modeling, Forecasting, Finance, Analysis, Business Planning, Management, Leadership
Education
University of Southern California - Marshall School of Business
MBA, Finance and Operation
University of California, Irvine
BA, Economics
Jean Francois Verhoeven's H&R Block Experience April 2014 - Present
Job Sr Business Analyst at H&R Block
Industry Information Technology and Services
Experience
H&R Block April 2014 - Present
Zurich North America May 2010 - March 2014
H&R Block April 2009 - May 2010
Perceptive Software May 2008 - November 2008
Tek Systems September 2007 - February 2008
Perfect Commerce, Inc. March 2007 - July 2007
DST Systems, Inc. August 1999 - February 2007
Skills
Visio, Product Management, Software Documentation, Requirements Gathering, Requirements Analysis, Business Analysis, SDLC, Project Management, Management, Business Requirements, Quality Assurance, IT Management, Project Delivery, Software Development, XML, Agile Methodologies, PMO, Analysis
Education
University of California, Berkeley 1984 — 1988
Business administration - Finance
H&R Block April 2014 - Present
Zurich North America May 2010 - March 2014
H&R Block April 2009 - May 2010
Perceptive Software May 2008 - November 2008
Tek Systems September 2007 - February 2008
Perfect Commerce, Inc. March 2007 - July 2007
DST Systems, Inc. August 1999 - February 2007
Skills
Visio, Product Management, Software Documentation, Requirements Gathering, Requirements Analysis, Business Analysis, SDLC, Project Management, Management, Business Requirements, Quality Assurance, IT Management, Project Delivery, Software Development, XML, Agile Methodologies, PMO, Analysis
Education
University of California, Berkeley 1984 — 1988
Business administration - Finance
Steven Kusnitz's H&R Block Experience March 1992 - Present
Job Master Tax Advisor and Enrolled Agent at H&R Block
Industry Accounting
Experience
H&R Block March 1992 - Present
Los Angeles Philharmonic August 1980 - Present
Skills
Tax Preparation, Tax Returns, Income Tax, Tax
Education
University of California, Berkeley 1981 — 1985
BA, Biology
H&R Block March 1992 - Present
Los Angeles Philharmonic August 1980 - Present
Skills
Tax Preparation, Tax Returns, Income Tax, Tax
Education
University of California, Berkeley 1981 — 1985
BA, Biology
Raminder Brar's H&R Block Experience December 2000 - April 2008
Job Technical Consultant at Sanah, Inc
Industry Computer Software
Experience
Sanah, Inc May 2006 - Present
Varolii May 2006 - November 2008
H&R Block December 2000 - April 2008
Education
University of California, Davis 2000 — 2005
Sanah, Inc May 2006 - Present
Varolii May 2006 - November 2008
H&R Block December 2000 - April 2008
Education
University of California, Davis 2000 — 2005
Jerry Kalas's H&R Block Experience January 2012 - April 2014
Job Special Services Associate at The Home Depot
Industry Telecommunications
Experience
The Home Depot August 2014 - Present
Boy Scouts of America, San Diego-Imperial Council January 2004 - Present
Boy Scouts of America, San Diego-Imperial Council, Kit Carson District 1996 - Present
H&R Block January 2012 - April 2014
4ward Sciences 2009 - 2010
Hughes Network Systems 2005 - 2008
Hughes Network Systems 1978 - 2003
Skills
Embedded Software, Software Development, Embedded Systems, C, RTOS, Software Engineering, Testing, System Architecture, Subversion
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Computer Science
The Home Depot August 2014 - Present
Boy Scouts of America, San Diego-Imperial Council January 2004 - Present
Boy Scouts of America, San Diego-Imperial Council, Kit Carson District 1996 - Present
H&R Block January 2012 - April 2014
4ward Sciences 2009 - 2010
Hughes Network Systems 2005 - 2008
Hughes Network Systems 1978 - 2003
Skills
Embedded Software, Software Development, Embedded Systems, C, RTOS, Software Engineering, Testing, System Architecture, Subversion
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Computer Science
Jeff Durick's H&R Block Experience December 2007 - April 2008
Job Acquisitions Associate at Pacifica Companies
Industry Real Estate
Experience
Pacifica Companies May 2008 - Present
H&R Block December 2007 - April 2008
Education
University of California, Santa Barbara 1995 — 2002
Pacifica Companies May 2008 - Present
H&R Block December 2007 - April 2008
Education
University of California, Santa Barbara 1995 — 2002
Andrea Chertkow, EA's H&R Block Experience 2002 - 2005
Job Tax Content Analyst 2 at Intuit
Industry Computer Software
Experience
Intuit July 2010 - Present
Intuit July 2005 - July 2010
H&R Block 2002 - 2005
Claritas 1999 - 2001
Harte-Hanks Market Intelligence 1997 - 1999
Harte-Hanks 1997 - 1999
Computer Intelligence 1997 - 1999
Equifax National Decision Systems 1989 - 1997
Kaypro 1986 - 1988
Skills
Analytics, Product Management, Business Analysis, Process Improvement, Business Intelligence, Quality Assurance, Cross-functional Team..., Project Management, Visio, Agile Methodologies, Competitive Analysis, Access, Team Leadership, Program Management, Microsoft Excel, Direct Marketing, Scrum
Education
University of California, San Diego 1982 — 1986
B.A., Management Science
Intuit July 2010 - Present
Intuit July 2005 - July 2010
H&R Block 2002 - 2005
Claritas 1999 - 2001
Harte-Hanks Market Intelligence 1997 - 1999
Harte-Hanks 1997 - 1999
Computer Intelligence 1997 - 1999
Equifax National Decision Systems 1989 - 1997
Kaypro 1986 - 1988
Skills
Analytics, Product Management, Business Analysis, Process Improvement, Business Intelligence, Quality Assurance, Cross-functional Team..., Project Management, Visio, Agile Methodologies, Competitive Analysis, Access, Team Leadership, Program Management, Microsoft Excel, Direct Marketing, Scrum
Education
University of California, San Diego 1982 — 1986
B.A., Management Science
Jean Canoose's H&R Block Experience October 2002 - Present
Job Master Tax Adviser at H&R Block
Industry Accounting
Experience
H&R Block October 2002 - Present
IBM February 1990 - July 1992
IBM February 1988 - February 1990
Oak Grove School District 1970 - 1980
Skills
Tax Returns, Tax Preparation, Income Tax, Tax, Tax Accounting, Strategy, Sales Tax, Tax Research
Education
University of California, Berkeley 1960 — 1964
Bachelor of Arts (B.A.), English Language and Literature, General
H&R Block October 2002 - Present
IBM February 1990 - July 1992
IBM February 1988 - February 1990
Oak Grove School District 1970 - 1980
Skills
Tax Returns, Tax Preparation, Income Tax, Tax, Tax Accounting, Strategy, Sales Tax, Tax Research
Education
University of California, Berkeley 1960 — 1964
Bachelor of Arts (B.A.), English Language and Literature, General
Virginia Walton's H&R Block Experience January 2009 - Present
Job Tax Advisor
Industry Financial Services
Experience
H&R Block January 2009 - Present
Countrywide 1999 - 2009
Great Western Bank 1982 - 1996
Skills
Mortgage Servicing, Mortgage Lending, Banking
Education
University of California, Santa Barbara 1967 — 1971
BA, Liberal Arts
H&R Block January 2009 - Present
Countrywide 1999 - 2009
Great Western Bank 1982 - 1996
Skills
Mortgage Servicing, Mortgage Lending, Banking
Education
University of California, Santa Barbara 1967 — 1971
BA, Liberal Arts
Colin Kameoka's H&R Block Experience 2006 - 2010
Job Field Service Technician at H and R Block
Industry Computer & Network Security
Experience
H&R Block 2006 - 2010
Skills
Computer Hardware, Software Documentation, Troubleshooting, Technical Support, Process Improvement, Windows 7, Customer Service, System Administration
Education
University of California, Riverside 1988 — 1993
BS, Economics
H&R Block 2006 - 2010
Skills
Computer Hardware, Software Documentation, Troubleshooting, Technical Support, Process Improvement, Windows 7, Customer Service, System Administration
Education
University of California, Riverside 1988 — 1993
BS, Economics
Katie Hardin's H&R Block Experience January 1990 - April 1993
Job Tax Accountant
Industry Accounting
Experience
Liberty Tax Service January 2015 - Present
Liberty Tax Service January 2013 - December 2014
Karl Hardin January 2009 - December 2011
MGM Mirage Design Group November 2005 - November 2008
Accountemps Specialized Financial March 2005 - March 2007
EMS Bookkeeping September 1994 - March 1995
Schaff Enterprises, Inc January 1993 - February 1994
H&R Block January 1990 - April 1993
Lewis Construction April 1991 - January 1993
Ceramic Tile Center August 1989 - September 1990
Skills
Construction Accounting, Word, Excel, Writing, Accounting, Payroll, Accounts Payable, Accounts Receivable, Microsoft Office, PowerPoint, Outlook, Research, Access, Customer Service, Photoshop, Customer Relations, Web Design, Auditing, Newsletters, Teamwork, Photography, Teaching, Analysis, Editing, Data Entry, Documentation, Process Improvement, Problem Solving, Scheduling, Quickbooks, Administration, Supervisory Skills, HTML, Budgets, Financial Statements, Microsoft Excel, Microsoft Word, Time Management, Process Scheduler, Bookkeeping, General Ledger, Invoicing, Tax
Education
University of California, Santa Barbara
BA
Allan Hancock College 1997 — 2001
AA, Engineering, Physics, Math, Chemistry and Liberal Arts
Liberty Tax Service January 2015 - Present
Liberty Tax Service January 2013 - December 2014
Karl Hardin January 2009 - December 2011
MGM Mirage Design Group November 2005 - November 2008
Accountemps Specialized Financial March 2005 - March 2007
EMS Bookkeeping September 1994 - March 1995
Schaff Enterprises, Inc January 1993 - February 1994
H&R Block January 1990 - April 1993
Lewis Construction April 1991 - January 1993
Ceramic Tile Center August 1989 - September 1990
Skills
Construction Accounting, Word, Excel, Writing, Accounting, Payroll, Accounts Payable, Accounts Receivable, Microsoft Office, PowerPoint, Outlook, Research, Access, Customer Service, Photoshop, Customer Relations, Web Design, Auditing, Newsletters, Teamwork, Photography, Teaching, Analysis, Editing, Data Entry, Documentation, Process Improvement, Problem Solving, Scheduling, Quickbooks, Administration, Supervisory Skills, HTML, Budgets, Financial Statements, Microsoft Excel, Microsoft Word, Time Management, Process Scheduler, Bookkeeping, General Ledger, Invoicing, Tax
Education
University of California, Santa Barbara
BA
Allan Hancock College 1997 — 2001
AA, Engineering, Physics, Math, Chemistry and Liberal Arts
Charles Padgett's H&R Block Experience December 2010 - April 2014
Job Principal at BBL Accounting Services Tax Preparer at H&R Block
Industry Accounting
Experience
BBL Accounting Services January 2011 - Present
H&R Block December 2010 - April 2014
H&R Block December 2010 - April 2012
Zimmer Custom-Made Packaging February 2000 - October 2008
Ventura Technologies International February 1998 - October 1999
Primerica January 1993 - December 1996
Resinall Corp 1986 - 1992
Beker Industries January 1986 - March 1988
Bassick Division - Stewart Warner Corp. May 1980 - December 1985
Skills
QuickBooks, Accounting, Full-Charge Bookkeeping, Part Time CFO, Business Process..., Income Tax, Computer Hardware, Accounts Receivable, Accounts Payable, Bookkeeping, Financial Accounting, General Ledger, Employee Benefits, Payroll, Financial Reporting, Auditing, Small Business, Budgets, Tax, Tax Preparation, Financial Analysis, Forecasting, Payroll Taxes, Tax Returns, Sales Tax
Education
University of Bridgeport 1980 — 1985
Business Studies, 3.25
University of Rhode Island 1979 — 1980
Accounting and Business/Management
BBL Accounting Services January 2011 - Present
H&R Block December 2010 - April 2014
H&R Block December 2010 - April 2012
Zimmer Custom-Made Packaging February 2000 - October 2008
Ventura Technologies International February 1998 - October 1999
Primerica January 1993 - December 1996
Resinall Corp 1986 - 1992
Beker Industries January 1986 - March 1988
Bassick Division - Stewart Warner Corp. May 1980 - December 1985
Skills
QuickBooks, Accounting, Full-Charge Bookkeeping, Part Time CFO, Business Process..., Income Tax, Computer Hardware, Accounts Receivable, Accounts Payable, Bookkeeping, Financial Accounting, General Ledger, Employee Benefits, Payroll, Financial Reporting, Auditing, Small Business, Budgets, Tax, Tax Preparation, Financial Analysis, Forecasting, Payroll Taxes, Tax Returns, Sales Tax
Education
University of Bridgeport 1980 — 1985
Business Studies, 3.25
University of Rhode Island 1979 — 1980
Accounting and Business/Management
Sharanjeet Paul's H&R Block Experience November 2014 - April 2015
Job Accountant/Bookkeeper
Industry Accounting
Experience
Consultant January 2015 - Present
H&R Block November 2014 - April 2015
Duncan Law Duncan Tax January 2013 - June 2014
Timothy M. Cary & Associates August 2010 - January 2013
G3 Enterprises September 2009 - April 2010
Skills
Budgets, Team Building, Inventory Management, Process Improvement, Customer Service, Microsoft Office, Event Planning, Forecasting, Microsoft Excel, Marketing, Tax Preparation, Income Tax, Tax Returns, Bookkeeping, Payroll, Payroll Taxes
Education
University of California, Davis 2000 — 2007
Bachelor of Applied Science (BASc), Neurobiology and Behavior
Consultant January 2015 - Present
H&R Block November 2014 - April 2015
Duncan Law Duncan Tax January 2013 - June 2014
Timothy M. Cary & Associates August 2010 - January 2013
G3 Enterprises September 2009 - April 2010
Skills
Budgets, Team Building, Inventory Management, Process Improvement, Customer Service, Microsoft Office, Event Planning, Forecasting, Microsoft Excel, Marketing, Tax Preparation, Income Tax, Tax Returns, Bookkeeping, Payroll, Payroll Taxes
Education
University of California, Davis 2000 — 2007
Bachelor of Applied Science (BASc), Neurobiology and Behavior
Sandev (Sonny) Chhokar's H&R Block Experience January 2009 - April 2009
Job Senior Licensing Consultant at Oracle
Industry Financial Services
Experience
Oracle August 2013 - Present
KPMG Advisory May 2010 - August 2013
Oracle July 2009 - February 2010
H&R Block January 2009 - April 2009
Skills
Microsoft Office, Financial Analysis, Compliance, Tax Preparation, Social Media Marketing, Tax, Lotus Notes, Program Management, Auditing, Software Compliance, Project Management, Software Licensing, Enterprise Software, External Audit, Sametime, Contract Negotiation, Management Consulting, IT Audit, Royalties, Oracle Agile PLM, Siebel, Oracle E-Business Suite, Oracle Applications, JD Edwards, PeopleSoft
Education
University of California, Berkeley 2015 — 2016
Banking, Corporate, Finance, and Securities Law
University of California, Davis 2006 — 2008
B.A.
Oracle August 2013 - Present
KPMG Advisory May 2010 - August 2013
Oracle July 2009 - February 2010
H&R Block January 2009 - April 2009
Skills
Microsoft Office, Financial Analysis, Compliance, Tax Preparation, Social Media Marketing, Tax, Lotus Notes, Program Management, Auditing, Software Compliance, Project Management, Software Licensing, Enterprise Software, External Audit, Sametime, Contract Negotiation, Management Consulting, IT Audit, Royalties, Oracle Agile PLM, Siebel, Oracle E-Business Suite, Oracle Applications, JD Edwards, PeopleSoft
Education
University of California, Berkeley 2015 — 2016
Banking, Corporate, Finance, and Securities Law
University of California, Davis 2006 — 2008
B.A.
Shaila Shankar's H&R Block Experience January 2011 - April 2011
Job CPA Candidate
Industry Accounting
Experience
Shea Labagh Dobberstein April 2015 - Present
California State Auditor September 2013 - March 2015
Sanho Corporation August 2011 - June 2013
H&R Block January 2011 - April 2011
UC Davis - Computer Lab Management April 2008 - July 2010
ReMax Gold, Northern California April 2010 - June 2010
Skills
Accounts Payable, Accounting, QuickBooks, Analysis, General Ledger, Customer Service, Microsoft Excel, Accounts Receivable, Bookkeeping, Microsoft Word, PowerPoint, Google Docs, Bank Reconciliation, Account Reconciliation, Sales Tax, Payroll, E-commerce, Office Administration, Comparative Market..., TeamMate, Auditing
Education
University of California, Davis 2006 — 2010
Bachelors, Economics, International Relations with an emphasis on world trade and development
Newark Memorial High 2002 — 2006
University of California, Santa Cruz
Accounting
Shea Labagh Dobberstein April 2015 - Present
California State Auditor September 2013 - March 2015
Sanho Corporation August 2011 - June 2013
H&R Block January 2011 - April 2011
UC Davis - Computer Lab Management April 2008 - July 2010
ReMax Gold, Northern California April 2010 - June 2010
Skills
Accounts Payable, Accounting, QuickBooks, Analysis, General Ledger, Customer Service, Microsoft Excel, Accounts Receivable, Bookkeeping, Microsoft Word, PowerPoint, Google Docs, Bank Reconciliation, Account Reconciliation, Sales Tax, Payroll, E-commerce, Office Administration, Comparative Market..., TeamMate, Auditing
Education
University of California, Davis 2006 — 2010
Bachelors, Economics, International Relations with an emphasis on world trade and development
Newark Memorial High 2002 — 2006
University of California, Santa Cruz
Accounting
Barnabas Loie's H&R Block Experience December 2008 - April 2009
Job Senior Accountant at RealD
Industry Accounting
Experience
RealD May 2013 - Present
KPMG October 2011 - May 2013
Genske, Mulder & Company, LLP November 2009 - June 2011
H&R Block December 2008 - April 2009
Skills
Accounting, Financial Reporting, QuickBooks, General Ledger, Auditing, GAAP, Financial Analysis, US GAAP, Financial Accounting, Internal Controls, Assurance, Payroll, Fixed Assets, Valuation, SEC filings
Education
University of California, Riverside 2005 — 2007
BS, Business Administration emphasis in Accounting
Diamond Bar High School
RealD May 2013 - Present
KPMG October 2011 - May 2013
Genske, Mulder & Company, LLP November 2009 - June 2011
H&R Block December 2008 - April 2009
Skills
Accounting, Financial Reporting, QuickBooks, General Ledger, Auditing, GAAP, Financial Analysis, US GAAP, Financial Accounting, Internal Controls, Assurance, Payroll, Fixed Assets, Valuation, SEC filings
Education
University of California, Riverside 2005 — 2007
BS, Business Administration emphasis in Accounting
Diamond Bar High School
Marsha McCullough's H&R Block Experience December 2000 - Present
Job Tax Professional a H & R Block
Industry Financial Services
Experience
H&R Block December 2000 - Present
Department of Treasury February 2010 - February 2011
Skills
Tax, Tax Preparation, Accounts Payable, Customer Service, Invoicing, Tax Returns, Payroll, QuickBooks, Bookkeeping, Accounts Receivable, Accounting, Income Tax, Financial Reporting, Sales Tax, Financial Analysis, Journal Entries, Financial Statements, Account Reconciliation
Education
University of California, Berkeley 1967 — 1970
Bachelor of Arts (BA), Psychology
H&R Block December 2000 - Present
Department of Treasury February 2010 - February 2011
Skills
Tax, Tax Preparation, Accounts Payable, Customer Service, Invoicing, Tax Returns, Payroll, QuickBooks, Bookkeeping, Accounts Receivable, Accounting, Income Tax, Financial Reporting, Sales Tax, Financial Analysis, Journal Entries, Financial Statements, Account Reconciliation
Education
University of California, Berkeley 1967 — 1970
Bachelor of Arts (BA), Psychology
Melody Shee's H&R Block Experience October 2013 - Present
Job at
Industry Accounting
Experience
H&R Block October 2013 - Present
H&R Block September 2012 - Present
California Custom Maid Service January 2011 - April 2014
Iemanya Oceanica July 2010 - March 2011
Iemanya Oceanica March 2010 - March 2011
University of California, Santa Barbara, Conference Services October 2008 - June 2009
University of California, Santa Barbara, Housing and Residential Services September 2008 - June 2009
University of California, Santa Barbara, Housing and Residential Services September 2007 - June 2008
University of California, Santa Barbara, Housing and Residential Services October 2006 - June 2007
Skills
Microsoft Office, Facebook, Customer Service, Microsoft Excel, Marketing, Time Management, Event Planning, Social Networking, Foreign Languages, Research, Telephone Skills, Twitter, Editing, Microsoft Word, QuickBooks, Photoshop, Excel, Troubleshooting, Word, Event Management, Administration, Social Media Marketing, Blogging, Adobe Connect, 10 Key, 4 Disciplines of..., Bookkeeping, Blockworks
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts
Yonsei University 2008 — 2008
National Taiwan Normal University 2007 — 2007
H&R Block October 2013 - Present
H&R Block September 2012 - Present
California Custom Maid Service January 2011 - April 2014
Iemanya Oceanica July 2010 - March 2011
Iemanya Oceanica March 2010 - March 2011
University of California, Santa Barbara, Conference Services October 2008 - June 2009
University of California, Santa Barbara, Housing and Residential Services September 2008 - June 2009
University of California, Santa Barbara, Housing and Residential Services September 2007 - June 2008
University of California, Santa Barbara, Housing and Residential Services October 2006 - June 2007
Skills
Microsoft Office, Facebook, Customer Service, Microsoft Excel, Marketing, Time Management, Event Planning, Social Networking, Foreign Languages, Research, Telephone Skills, Twitter, Editing, Microsoft Word, QuickBooks, Photoshop, Excel, Troubleshooting, Word, Event Management, Administration, Social Media Marketing, Blogging, Adobe Connect, 10 Key, 4 Disciplines of..., Bookkeeping, Blockworks
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts
Yonsei University 2008 — 2008
National Taiwan Normal University 2007 — 2007
Carol Burkhart, MD, FAAP's H&R Block Experience January 2002 - Present
Job Now an employee of northwest community medical group Phone 847797 0587.
Industry Medical Practice
Experience
Burkhart Pediatrics January 2013 - Present
H&R Block January 2002 - Present
Medical Pediatrics, Ltd July 1996 - January 2013
Education
US Navy 1974 — 1977
Pediatrics
University of California, Irvine 1970 — 1974
MD, Medical Degree
University of the Pacific 1966 — 1970
BS, Chemistry
Burkhart Pediatrics January 2013 - Present
H&R Block January 2002 - Present
Medical Pediatrics, Ltd July 1996 - January 2013
Education
US Navy 1974 — 1977
Pediatrics
University of California, Irvine 1970 — 1974
MD, Medical Degree
University of the Pacific 1966 — 1970
BS, Chemistry
Kueilan Lee's H&R Block Experience October 2007 - Present
Job Realtor, Property Manager
Industry Real Estate
Experience
K. Lee California Realty June 2008 - Present
H&R Block October 2007 - Present
VITA @ College of San Mateo February 2007 - Present
Prudential California Realty June 2006 - June 2008
Reuters/TIBCO Finance Technology May 1998 - December 2002
Skills
Real Estate, Foreclosures, Relocation, Investment Properties, First Time Home Buyers, Sellers, Property Management, Buyer Representation, Real Estate Transactions, Referrals, Condos, Residential Homes, Property, Short Sales, QuickBooks
Education
University of California, Berkeley 1983 — 1988
BA, Applied Math to Computer Science
K. Lee California Realty June 2008 - Present
H&R Block October 2007 - Present
VITA @ College of San Mateo February 2007 - Present
Prudential California Realty June 2006 - June 2008
Reuters/TIBCO Finance Technology May 1998 - December 2002
Skills
Real Estate, Foreclosures, Relocation, Investment Properties, First Time Home Buyers, Sellers, Property Management, Buyer Representation, Real Estate Transactions, Referrals, Condos, Residential Homes, Property, Short Sales, QuickBooks
Education
University of California, Berkeley 1983 — 1988
BA, Applied Math to Computer Science
Felix Gorrindo's H&R Block Experience December 2012 - Present
Job Tax Specialist at H&R Block
Industry Consumer Services
Experience
CWEA November 2014 - Present
H&R Block December 2012 - Present
1-800-GOT-JUNK? September 2005 - October 2007
Skills
Customer Service, Operations Management, Customer Satisfaction, Team Leadership, Workforce Management, Sales, Leadership, Microsoft Office, Management, Microsoft Excel, Budgets, Account Management, Training, Financial Analysis, Sales Operations
Education
University of California, San Diego 2000 — 2004
Bachelor of Arts (BA), Economics
CWEA November 2014 - Present
H&R Block December 2012 - Present
1-800-GOT-JUNK? September 2005 - October 2007
Skills
Customer Service, Operations Management, Customer Satisfaction, Team Leadership, Workforce Management, Sales, Leadership, Microsoft Office, Management, Microsoft Excel, Budgets, Account Management, Training, Financial Analysis, Sales Operations
Education
University of California, San Diego 2000 — 2004
Bachelor of Arts (BA), Economics
Prim Kanchanastit's H&R Block Experience January 2012 - April 2014
Job Staff Accountant
Industry Accounting
Experience
H&R Block January 2012 - April 2014
Kuhn & Koviak, CPAs July 2011 - December 2011
H&R Block January 2011 - April 2011
Oliva, Goddard, & Wright, CPA January 2009 - January 2009
CytRx Corp January 2007 - January 2008
Arena Pharmaceuticals 2002 - 2004
Skills
Tax Preparation, Tax Returns, General Ledger, Accounting, Journal Entries, Bookkeeping, Income Tax, Tax, Account Reconciliation, Sales Tax, Accounts Payable, Corporate Tax, Accounts Receivable, Fixed Assets, GAAP, Financial Accounting, Partnership Taxation
Education
University of California, Riverside 1990 — 1995
H&R Block January 2012 - April 2014
Kuhn & Koviak, CPAs July 2011 - December 2011
H&R Block January 2011 - April 2011
Oliva, Goddard, & Wright, CPA January 2009 - January 2009
CytRx Corp January 2007 - January 2008
Arena Pharmaceuticals 2002 - 2004
Skills
Tax Preparation, Tax Returns, General Ledger, Accounting, Journal Entries, Bookkeeping, Income Tax, Tax, Account Reconciliation, Sales Tax, Accounts Payable, Corporate Tax, Accounts Receivable, Fixed Assets, GAAP, Financial Accounting, Partnership Taxation
Education
University of California, Riverside 1990 — 1995
Jiang Hu's H&R Block Experience January 2011 - April 2015
Job Registered Investment Advisor Representative at Partnervest Financial Group, LLC
Industry Mechanical or Industrial Engineering
Experience
Partnervest Financial Group,LLC January 2010 - Present
Partnervest Financial Group, LLC January 2010 - Present
H&R Block January 2011 - April 2015
Macys October 2008 - October 2013
Skills
Microsoft Office, Microsoft Excel, Outlook, Leadership, Photoshop, Strategic Planning, Superior Client Service, Market Research, Matlab, Mac, Research
Education
University of California, Santa Barbara 2005 — 2008
BS, Mechanical Engineering, Medical Device
Partnervest Financial Group,LLC January 2010 - Present
Partnervest Financial Group, LLC January 2010 - Present
H&R Block January 2011 - April 2015
Macys October 2008 - October 2013
Skills
Microsoft Office, Microsoft Excel, Outlook, Leadership, Photoshop, Strategic Planning, Superior Client Service, Market Research, Matlab, Mac, Research
Education
University of California, Santa Barbara 2005 — 2008
BS, Mechanical Engineering, Medical Device
Veronica James's H&R Block Experience January 2014 - April 2014
Job Actor, SAGAFTRA, AEA, Audiobook Narrator, Events Specialist
Industry Entertainment
Experience
Self Employed May 1993 - Present
Visual EFX, Inc December 2013 - Present
Productions Plus - The Talent Shop October 2010 - Present
Foodtemps May 2010 - Present
Allscope Media 2015 - 2015
H&R Block January 2014 - April 2014
Kelly Services 2013 - 2014
International Modeling and Talent Assoc. (IMTA) July 2011 - July 2013
Pendergrass, Inc January 1998 - August 2011
Neighbors Coffee June 1995 - June 2010
Skills
Sales Management, Customer Service, Product Specialist, Event Management, Acting, Voice Over, Performing Arts, Radio, Television, Theatre, Advertising, Patient Safety Activism..., Photography, Dance, Creative Writing, Public Speaking, Marketing, Public Relations, Commercials, Video, Entertainment, Media Relations, Drama, Improvisation, Social Networking, Stage, Editing, Social Media, Audio Post Production, Recording, Comedy, Documentaries, Voice Acting, Film, Casting, Screenwriting, Short Films, Directing, Film Production, Feature Films, Musical Theatre, Producing, Video Production, Music, Singing, Sound, Production Managment, Post Production, Live Events, Broadcast
Education
University of Brighton
Exchange & Post-Grad, Arts, Media
William Paterson University
BA, Communications and Performing Arts; Media Production and Performing Arts
Self Employed May 1993 - Present
Visual EFX, Inc December 2013 - Present
Productions Plus - The Talent Shop October 2010 - Present
Foodtemps May 2010 - Present
Allscope Media 2015 - 2015
H&R Block January 2014 - April 2014
Kelly Services 2013 - 2014
International Modeling and Talent Assoc. (IMTA) July 2011 - July 2013
Pendergrass, Inc January 1998 - August 2011
Neighbors Coffee June 1995 - June 2010
Skills
Sales Management, Customer Service, Product Specialist, Event Management, Acting, Voice Over, Performing Arts, Radio, Television, Theatre, Advertising, Patient Safety Activism..., Photography, Dance, Creative Writing, Public Speaking, Marketing, Public Relations, Commercials, Video, Entertainment, Media Relations, Drama, Improvisation, Social Networking, Stage, Editing, Social Media, Audio Post Production, Recording, Comedy, Documentaries, Voice Acting, Film, Casting, Screenwriting, Short Films, Directing, Film Production, Feature Films, Musical Theatre, Producing, Video Production, Music, Singing, Sound, Production Managment, Post Production, Live Events, Broadcast
Education
University of Brighton
Exchange & Post-Grad, Arts, Media
William Paterson University
BA, Communications and Performing Arts; Media Production and Performing Arts
Asra Khan's H&R Block Experience September 2009 - May 2014
Job Referral Intake Coordinator at Regional Fertility Porgram
Industry Accounting
Experience
Regional Fertility Porgram September 2014 - Present
H&R Block September 2009 - May 2014
LVM inc. April 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Event Planning, Time Management
Education
The University of Calgary 2009 — 2013
Bachelor of Science (B. Sc.), Primatology
Regional Fertility Porgram September 2014 - Present
H&R Block September 2009 - May 2014
LVM inc. April 2012 - December 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C, Windows, Event Planning, Time Management
Education
The University of Calgary 2009 — 2013
Bachelor of Science (B. Sc.), Primatology
Darryl Pen's H&R Block Experience January 2010 - April 2011
Job Staff Accountant at TK Associates
Industry Accounting
Experience
TK Associates October 2012 - Present
H&R Block January 2010 - April 2011
Skills
Creative Solutions..., Microsoft Office, QuickBooks, Accounting
Education
UCSD 2010 — 2012
Bachelor's degree, Economics
Los Angeles Mission College 2008 — 2010
Verdugo Hills High School 2004 — 2008
TK Associates October 2012 - Present
H&R Block January 2010 - April 2011
Skills
Creative Solutions..., Microsoft Office, QuickBooks, Accounting
Education
UCSD 2010 — 2012
Bachelor's degree, Economics
Los Angeles Mission College 2008 — 2010
Verdugo Hills High School 2004 — 2008
Don Hogue's H&R Block Experience January 1996 - Present
Job Tax Advisor at H&R Block
Industry Retail
Experience
H&R Block January 1996 - Present
Education
University of California, Los Angeles 1999 — 2001
BS, Taxsation
H&R Block January 1996 - Present
Education
University of California, Los Angeles 1999 — 2001
BS, Taxsation
Yi Sudweeks's H&R Block Experience January 2012 - April 2013
Job Fund Manager at University of California, San Diego
Industry Accounting
Experience
University of California, San Diego August 2015 - Present
UC San Diego December 2013 - August 2015
Citi August 2012 - August 2013
H&R Block January 2012 - April 2013
AXA Advisors April 2011 - June 2011
Skills
Accounting, Taxations, Financial Analysis, QuickBooks, Economics, Financial Accounting, Accounts Payable, Financial Reporting, Bookkeeping
Education
University of California, San Diego 2013 — 2014
Accounting Certificate, Accounting
University of California, Los Angeles 2009 — 2011
Bachelor of Arts, Business Economics, Accounting and Finance
University of California, San Diego August 2015 - Present
UC San Diego December 2013 - August 2015
Citi August 2012 - August 2013
H&R Block January 2012 - April 2013
AXA Advisors April 2011 - June 2011
Skills
Accounting, Taxations, Financial Analysis, QuickBooks, Economics, Financial Accounting, Accounts Payable, Financial Reporting, Bookkeeping
Education
University of California, San Diego 2013 — 2014
Accounting Certificate, Accounting
University of California, Los Angeles 2009 — 2011
Bachelor of Arts, Business Economics, Accounting and Finance
Kao Xiong's H&R Block Experience January 2013 - April 2013
Job Sales And Operations Management at Penske Truck Leasing
Industry Transportation/Trucking/Railroad
Experience
Penske Truck Leasing March 2014 - Present
Penske Automotive Group June 2013 - March 2014
H&R Block January 2013 - April 2013
United Way of Fresno County September 2010 - August 2011
UC Santa Cruz January 2007 - June 2010
Skills
Community Outreach, Non-profits, Volunteer Management, Fundraising, Event Planning, Research, Grant Writing, Customer Service, Nonprofits, Business Development, Customer Relations, Strategic Planning, Sales, Analytical Skills, Proactive self-starter, Sales Process, Negotiation, Organization &..., Highly detail oriented, Oral & Written..., Social Media, Networking Events, Program Management, Team Building, Event Management, Social Networking
Education
University of California, Santa Cruz 2006 — 2010
BA, Business Management Economics, Community Studies
Tulare Western High School 2002 — 2006
Penske Truck Leasing March 2014 - Present
Penske Automotive Group June 2013 - March 2014
H&R Block January 2013 - April 2013
United Way of Fresno County September 2010 - August 2011
UC Santa Cruz January 2007 - June 2010
Skills
Community Outreach, Non-profits, Volunteer Management, Fundraising, Event Planning, Research, Grant Writing, Customer Service, Nonprofits, Business Development, Customer Relations, Strategic Planning, Sales, Analytical Skills, Proactive self-starter, Sales Process, Negotiation, Organization &..., Highly detail oriented, Oral & Written..., Social Media, Networking Events, Program Management, Team Building, Event Management, Social Networking
Education
University of California, Santa Cruz 2006 — 2010
BA, Business Management Economics, Community Studies
Tulare Western High School 2002 — 2006
Jonathan Truesdale's H&R Block Experience December 2007 - April 2008
Job Project Manager/Customer Service
Industry Furniture
Experience
Westwood Interiors July 2006 - April 2009
H&R Block December 2007 - April 2008
Pinkerton Government Services (Raytheon) August 2005 - June 2006
Education
University of California, Santa Barbara
Bachelor of Arts
Westwood Interiors July 2006 - April 2009
H&R Block December 2007 - April 2008
Pinkerton Government Services (Raytheon) August 2005 - June 2006
Education
University of California, Santa Barbara
Bachelor of Arts
Victoria Priest's H&R Block Experience December 2010 - April 2011
Job Freelance Writing (including grants) & Editing
Industry Writing and Editing
Experience
Consulting/Freelance September 2013 - Present
Jonathan Resnick, CPA 2011 - August 2014
Examiner.com November 2010 - August 2011
H&R Block December 2010 - April 2011
Community Service Programs, Inc. October 1994 - March 1998
Consultant, Historical Resources July 1991 - June 1997
Chambers Group, Inc. September 1988 - December 1989
Scientific Resource Surveys, Inc. June 1983 - July 1987
Skills
Editing, Social Media, Social Media Marketing, Blogging, Online Research, Microsoft Office, Microsoft Word, Report Writing, Time Management, Research, Grant Writing, Nonprofits, Creative Writing, Proofreading, WordPress, Newsletters, Copy Editing, QuickBooks, Press Releases, Web Content, Social Networking
Education
University of California, Riverside 1990 — 1992
MA, Historic preservation; political science
California State University, Long Beach 1984 — 1988
BA, Anthropology; history
Consulting/Freelance September 2013 - Present
Jonathan Resnick, CPA 2011 - August 2014
Examiner.com November 2010 - August 2011
H&R Block December 2010 - April 2011
Community Service Programs, Inc. October 1994 - March 1998
Consultant, Historical Resources July 1991 - June 1997
Chambers Group, Inc. September 1988 - December 1989
Scientific Resource Surveys, Inc. June 1983 - July 1987
Skills
Editing, Social Media, Social Media Marketing, Blogging, Online Research, Microsoft Office, Microsoft Word, Report Writing, Time Management, Research, Grant Writing, Nonprofits, Creative Writing, Proofreading, WordPress, Newsletters, Copy Editing, QuickBooks, Press Releases, Web Content, Social Networking
Education
University of California, Riverside 1990 — 1992
MA, Historic preservation; political science
California State University, Long Beach 1984 — 1988
BA, Anthropology; history
Thanh-Tam Du's H&R Block Experience January 2010 - April 2011
Job Financial Analyst at Raytheon
Industry Accounting
Experience
Raytheon June 2013 - Present
Stack and Associate June 2011 - June 2013
UCR Internal Audit Department March 2011 - June 2011
H&R Block January 2010 - April 2011
Skills
Accounting, Payroll, QuickBooks, Tax Preparation, Financial Analysis, General Ledger, Financial Statements, Auditing, Tax, PowerPoint
Education
University of California, Riverside 2010 — 2011
BBA, Accounting and Finance
Raytheon June 2013 - Present
Stack and Associate June 2011 - June 2013
UCR Internal Audit Department March 2011 - June 2011
H&R Block January 2010 - April 2011
Skills
Accounting, Payroll, QuickBooks, Tax Preparation, Financial Analysis, General Ledger, Financial Statements, Auditing, Tax, PowerPoint
Education
University of California, Riverside 2010 — 2011
BBA, Accounting and Finance
Rachel Yue's H&R Block Experience January 2010 - Present
Job Tax Professioal at H&R Block
Industry Computer Software
Experience
H&R Block January 2010 - Present
ENFOCOM International Corporation January 2001 - May 2007
NOVA Chemicals August 1998 - June 1999
The University of Calgary January 1997 - December 1997
Skills
SQL, C#, XML, HTML, Microsoft SQL Server, .NET, ASP.NET, Software Development, MySQL
Education
The University of Calgary 2000 — 2001
Diploma, Object Orientd Software Technology
The University of Calgary 1994 — 1997
Master of Science (M.Sc.), Chemistry
H&R Block January 2010 - Present
ENFOCOM International Corporation January 2001 - May 2007
NOVA Chemicals August 1998 - June 1999
The University of Calgary January 1997 - December 1997
Skills
SQL, C#, XML, HTML, Microsoft SQL Server, .NET, ASP.NET, Software Development, MySQL
Education
The University of Calgary 2000 — 2001
Diploma, Object Orientd Software Technology
The University of Calgary 1994 — 1997
Master of Science (M.Sc.), Chemistry
Faviola Benavente's H&R Block Experience December 2007 - April 2008
Job Director of Business Development
Industry Automotive
Experience
Briseno Tires & Towing June 2006 - Present
H&R Block December 2007 - April 2008
Education
University of California, Riverside 2006 — 2010
BA, Economics and Administrative Studies
Briseno Tires & Towing June 2006 - Present
H&R Block December 2007 - April 2008
Education
University of California, Riverside 2006 — 2010
BA, Economics and Administrative Studies
Harry Sokol's H&R Block Experience November 2008 - Present
Job Physics Teacher and Tax Professional
Industry Education Management
Experience
Valley Forge Military Academy & College August 2014 - Present
H&R Block November 2008 - Present
Skills
Curriculum Design, Tutoring, Curriculum Development, Teaching, Lesson Planning, Educational Technology, Public Speaking, Teacher Training, Differentiated..., PowerPoint, Microsoft Word, Microsoft Office
Education
Thunderbird High School
University of California, Santa Barbara
Valley Forge Military Academy & College August 2014 - Present
H&R Block November 2008 - Present
Skills
Curriculum Design, Tutoring, Curriculum Development, Teaching, Lesson Planning, Educational Technology, Public Speaking, Teacher Training, Differentiated..., PowerPoint, Microsoft Word, Microsoft Office
Education
Thunderbird High School
University of California, Santa Barbara
Rojesh george's H&R Block Experience January 2015 - Present
Job Tax Pro
Industry Accounting
Experience
H&R Block January 2015 - Present
MCF Calgary July 2013 - February 2014
Lenovo india September 2011 - January 2013
Kaiksow Int'l Group مجموعة كيكسوالعالمية November 2005 - July 2011
Rotana Hotel Management Corporation 2004 - 2005
Jacob&George Chartered Accountants 2003 - 2004
Skills
Talent Acquisition, Team Management, Vendor Management, Sourcing, Business Development
Education
Calicut University
M.com, Commerce
University of Calicut
Bachelor’s Degree, International Business/Trade/Commerce
canadian securities Institute
Canadian Securities Course, Finacial Advisor
H&R Block January 2015 - Present
MCF Calgary July 2013 - February 2014
Lenovo india September 2011 - January 2013
Kaiksow Int'l Group مجموعة كيكسوالعالمية November 2005 - July 2011
Rotana Hotel Management Corporation 2004 - 2005
Jacob&George Chartered Accountants 2003 - 2004
Skills
Talent Acquisition, Team Management, Vendor Management, Sourcing, Business Development
Education
Calicut University
M.com, Commerce
University of Calicut
Bachelor’s Degree, International Business/Trade/Commerce
canadian securities Institute
Canadian Securities Course, Finacial Advisor
Sanjeev Durral's H&R Block Experience May 2006 - July 2006
Job Sr. EDW Systems Developer at HYUNDAI
Industry Automotive
Experience
Hyundai Motor America November 2012 - Present
Oakwood Worldwide August 2006 - October 2012
H&R Block May 2006 - July 2006
CTB McGraw Hill April 2003 - April 2006
Salano Community College April 2000 - April 2002
India Meteorological Dept. February 1998 - December 1999
Springdale Academy 1997 - 1998
Skills
ETL Informatica, MS SQL Server, OLTP, Data WareHouse, Oracle PL/SQL..., Microsoft SQL Server, ETL, Informatica, Data Warehousing, Business Intelligence, SSIS, T-SQL, SSRS, Oracle, Performance Tuning, Business Objects, PL/SQL, Databases, Data Migration
Education
UC Davis
Computer Science & Engineering
Darjeeling Govt. College
BS Pure Science, Math, Physics, Chemistry
Dr. Graham's Homes Kalimpong
High School
St Augustine School Kalimpong
Hyundai Motor America November 2012 - Present
Oakwood Worldwide August 2006 - October 2012
H&R Block May 2006 - July 2006
CTB McGraw Hill April 2003 - April 2006
Salano Community College April 2000 - April 2002
India Meteorological Dept. February 1998 - December 1999
Springdale Academy 1997 - 1998
Skills
ETL Informatica, MS SQL Server, OLTP, Data WareHouse, Oracle PL/SQL..., Microsoft SQL Server, ETL, Informatica, Data Warehousing, Business Intelligence, SSIS, T-SQL, SSRS, Oracle, Performance Tuning, Business Objects, PL/SQL, Databases, Data Migration
Education
UC Davis
Computer Science & Engineering
Darjeeling Govt. College
BS Pure Science, Math, Physics, Chemistry
Dr. Graham's Homes Kalimpong
High School
St Augustine School Kalimpong
David Ellel's H&R Block Experience December 2005 - February 2006
Job Accounting Professional
Industry Accounting
Experience
Johannes Leonardo April 2011 - June 2011
National Financial Partners September 2010 - June 2011
Wells Fargo Capital Finance July 2006 - May 2010
Project Angel Food February 2006 - March 2006
H&R Block December 2005 - February 2006
Karl Storz Endoscopy May 2005 - September 2005
Network Management Corporation March 2003 - July 2004
Skills
QuickBooks, General Ledger, Payroll, Variance Analysis, Accounts Payable, Invoicing, PowerPoint
Education
UCLA 2004 — 2005
Accounting
University of California, Riverside
Bachelor of Science, Business Administration (Accounting)
University of California, Riverside
Bachelor of Science, Sociology
Johannes Leonardo April 2011 - June 2011
National Financial Partners September 2010 - June 2011
Wells Fargo Capital Finance July 2006 - May 2010
Project Angel Food February 2006 - March 2006
H&R Block December 2005 - February 2006
Karl Storz Endoscopy May 2005 - September 2005
Network Management Corporation March 2003 - July 2004
Skills
QuickBooks, General Ledger, Payroll, Variance Analysis, Accounts Payable, Invoicing, PowerPoint
Education
UCLA 2004 — 2005
Accounting
University of California, Riverside
Bachelor of Science, Business Administration (Accounting)
University of California, Riverside
Bachelor of Science, Sociology
Vivien Isom's H&R Block Experience 1981 - 1982
Job Independent Education Management Professional
Industry Education Management
Experience
Laubach Literacy 2007 - Present
San Diego County District Attorney's Office 1996 - 2007
Southeast Region 1987 - 1996
San Diego Unified School District 1980 - 1987
H&R Block 1981 - 1982
Skills
Bilingual-Spanish, Public Speaking, Mental Health, Bilingual, Case Managment
Education
UCLA 1963 — 1967
BA, Anthropology
SDSU
Bachelor of Arts (B.A.), Anthropology
Laubach Literacy 2007 - Present
San Diego County District Attorney's Office 1996 - 2007
Southeast Region 1987 - 1996
San Diego Unified School District 1980 - 1987
H&R Block 1981 - 1982
Skills
Bilingual-Spanish, Public Speaking, Mental Health, Bilingual, Case Managment
Education
UCLA 1963 — 1967
BA, Anthropology
SDSU
Bachelor of Arts (B.A.), Anthropology
Robert Saunderson's H&R Block Experience December 2009 - April 2010
Job Payroll/Accounting Clerk at AppleOne Payroll and Tax Filing
Industry Human Resources
Experience
AppleOne Payroll and Tax Filing September 2011 - Present
Six Flags September 2008 - September 2011
H&R Block December 2009 - April 2010
Skills
Microsoft Office, ADP Payroll, ERP, Payroll, Bookkeeping, Journal Entries, Auditing, Invoicing, Tax, Income Tax, Accounting, Financial Analysis, Budgets, General Ledger, Account Reconciliation
Education
UC Riverside 2004 — 2008
BS, Business Administration-Accounting
AppleOne Payroll and Tax Filing September 2011 - Present
Six Flags September 2008 - September 2011
H&R Block December 2009 - April 2010
Skills
Microsoft Office, ADP Payroll, ERP, Payroll, Bookkeeping, Journal Entries, Auditing, Invoicing, Tax, Income Tax, Accounting, Financial Analysis, Budgets, General Ledger, Account Reconciliation
Education
UC Riverside 2004 — 2008
BS, Business Administration-Accounting
Gary Dunlap's H&R Block Experience 1992 - Present
Job Master Tax Advisor at H&R Block
Industry Retail
Experience
H&R Block 1992 - Present
State Compensation Insurance Fund February 1973 - December 2009
Education
UCLA 1970 — 1972
Master of Arts, Anthropology
UCLA 1968 — 1970
Bachelor of Arts, Anthropology
H&R Block 1992 - Present
State Compensation Insurance Fund February 1973 - December 2009
Education
UCLA 1970 — 1972
Master of Arts, Anthropology
UCLA 1968 — 1970
Bachelor of Arts, Anthropology
Christine Alanis's H&R Block Experience December 2012 - April 2014
Job Accounts Clerk at Ghostman, Inc.
Industry Financial Services
Experience
Ghostman, Inc. May 2015 - Present
AireSpring June 2013 - July 2015
H&R Block December 2012 - April 2014
Imports at UCI September 2010 - June 2012
WayForward Technologies June 2011 - September 2011
WayForward Technologies June 2007 - September 2009
WayForward Technologies June 2007 - September 2008
Skills
Video Games, Game Development, Game Design, Animation, Photoshop, Character Animation, Technical Writing, Gaming Industry, Spanish, English, Economics, Business, Microsoft Office
Education
University of California 2008 — 2012
B.A, Business Economics
University of California, Irvine 2008 — 2012
Bachelor of Arts (BA), Business Economics
Ghostman, Inc. May 2015 - Present
AireSpring June 2013 - July 2015
H&R Block December 2012 - April 2014
Imports at UCI September 2010 - June 2012
WayForward Technologies June 2011 - September 2011
WayForward Technologies June 2007 - September 2009
WayForward Technologies June 2007 - September 2008
Skills
Video Games, Game Development, Game Design, Animation, Photoshop, Character Animation, Technical Writing, Gaming Industry, Spanish, English, Economics, Business, Microsoft Office
Education
University of California 2008 — 2012
B.A, Business Economics
University of California, Irvine 2008 — 2012
Bachelor of Arts (BA), Business Economics
Jacqueline Cherry's H&R Block Experience January 2010 - April 2010
Job Accountant at BioScript Pharmacy Ltd.
Industry Accounting
Experience
BioScript Pharmacy Ltd. November 2013 - Present
Mabe Canada Inc. April 2013 - November 2013
Nova Scotia Power February 2012 - October 2012
McLarty & Co February 2011 - December 2011
Fuel Tax Rebaters Ltd. May 2008 - December 2010
H&R Block January 2010 - April 2010
Twister Pipe Ltd. May 2003 - September 2007
Education
The University of Calgary 2002 — 2008
Bachelor of Science (BSc), Applied Mathematics
Bow Valley College
Accounting Applications Certificate
BioScript Pharmacy Ltd. November 2013 - Present
Mabe Canada Inc. April 2013 - November 2013
Nova Scotia Power February 2012 - October 2012
McLarty & Co February 2011 - December 2011
Fuel Tax Rebaters Ltd. May 2008 - December 2010
H&R Block January 2010 - April 2010
Twister Pipe Ltd. May 2003 - September 2007
Education
The University of Calgary 2002 — 2008
Bachelor of Science (BSc), Applied Mathematics
Bow Valley College
Accounting Applications Certificate
Kirsten Alderman's H&R Block Experience August 2010 - Present
Job District Operations Coordinator at H&R Block
Industry Retail
Experience
H&R Block August 2010 - Present
Education
University of California, Riverside 2008 — 2010
Bachelor of Arts (BA), Political Science and Government
H&R Block August 2010 - Present
Education
University of California, Riverside 2008 — 2010
Bachelor of Arts (BA), Political Science and Government
Karin R. Hamm's H&R Block Experience January 2001 - Present
Job Senior Tax Accountant
Industry Accounting
Experience
H&R Block January 2001 - Present
Santa Ynez Aviation January 2000 - Present
Education
UC Santa Barbara
Bachelor of Arts (B.A.)
H&R Block January 2001 - Present
Santa Ynez Aviation January 2000 - Present
Education
UC Santa Barbara
Bachelor of Arts (B.A.)
Eric Gamble's H&R Block Experience January 1994 - April 2002
Job INCOME TAX CONSULTANT
Industry Accounting
Experience
Self-employed February 1986 - Present
H&R BLOCK January 1994 - April 2002
INTERNAL REVENUE SERVICE February 1986 - June 1988
Education
University of California, Berkeley 1992 — 1996
Mathematics
Self-employed February 1986 - Present
H&R BLOCK January 1994 - April 2002
INTERNAL REVENUE SERVICE February 1986 - June 1988
Education
University of California, Berkeley 1992 — 1996
Mathematics
Marcia Sage's H&R Block Experience January 2004 - Present
Job Tax Professional at H&R Block
Industry Retail
Experience
H&R Block January 2004 - Present
Education
The University of Texas Graduate School of Biomedical Sciences at Houston 1973 — 1977
Master of Science (MS), MEDICAL RADIATION PHYSICS
University of California, Davis 1970 — 1972
Bachelor of Science (BS), Mathematics
H&R Block January 2004 - Present
Education
The University of Texas Graduate School of Biomedical Sciences at Houston 1973 — 1977
Master of Science (MS), MEDICAL RADIATION PHYSICS
University of California, Davis 1970 — 1972
Bachelor of Science (BS), Mathematics
Brandon Yanez's H&R Block Experience January 2015 - April 2015
Job Licensed Sales Agent at Alta Resources
Industry Accounting
Experience
Alta Resources September 2015 - Present
Sears Holdings Corporation August 2015 - Present
UC Irvine Hospitality & Dinning January 2014 - August 2015
H&R Block January 2015 - April 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Teamwork, Social Media, Leadership
Education
University of California, Irvine 2011 — 2015
Bachelor's Degree, Criminology
Alta Resources September 2015 - Present
Sears Holdings Corporation August 2015 - Present
UC Irvine Hospitality & Dinning January 2014 - August 2015
H&R Block January 2015 - April 2015
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Teamwork, Social Media, Leadership
Education
University of California, Irvine 2011 — 2015
Bachelor's Degree, Criminology
Zoila Portillo's H&R Block Experience August 2013 - Present
Job Tax Preparer at H&R Block
Industry Computer Networking
Experience
H&R Block August 2013 - Present
Curvature May 2010 - Present
Hampton Inn Santa Barbara / Goleta June 2006 - November 2008
Madera Concepts & Urns 2007 - 2008
Skills
Marketing, PowerPoint, Teamwork
Education
University of California, Santa Barbara
H&R Block August 2013 - Present
Curvature May 2010 - Present
Hampton Inn Santa Barbara / Goleta June 2006 - November 2008
Madera Concepts & Urns 2007 - 2008
Skills
Marketing, PowerPoint, Teamwork
Education
University of California, Santa Barbara
Andreas Sanchez's H&R Block Experience September 2014 - Present
Job Student at University of California, Santa Barbara
Industry
Experience
H&R Block September 2014 - Present
Education
University of California, Santa Barbara 2011 — 2016
H&R Block September 2014 - Present
Education
University of California, Santa Barbara 2011 — 2016
Liberty Tax Service
H & R Block
Liberty Tax
H and R Block
Liberty Tax Services
H &R Block
H&R Block, Inc.
H&RBLOCK