H&R Block Financial Advisors
Industry: Company
DescriptionHeadquarters: Detroit, Michigan, United States Founded: 1971 Parent organization: Ameriprise Financial Subsidiary: Ameriprise Insurance Agency of Massachusetts Inc
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H&R Block Financial Advisors Employees
Employee
Years
Job
Industry
Mark Ernst Mark Ernst's H&R Block Financial Advisors Experience 2000 - 2007
Job Executive Vice President and Chief Operating Officer at Fiserv
Industry Banking
Experience
Fiserv January 2011 - Present
IRS - Washington, DC January 2009 - November 2010
Bellevue Capital December 2007 - January 2009
Greater Kansas City Community Foundation January 2006 - January 2009
Great Plains Energy 2000 - 2008
H&R Block, Inc. September 1998 - December 2007
H&R Block Bank 2006 - 2007
RSM McGladrey Inc. 2000 - 2007
H&R Block Financial Advisors 2000 - 2007
Option One Mortgage Corporation 1998 - 2007
Education
Drake University 1999 — 2000
BS, Finance and Accounting
The University of Chicago - Booth School of Business 1984 — 1986
MBA, Finance/Economics
Fiserv January 2011 - Present
IRS - Washington, DC January 2009 - November 2010
Bellevue Capital December 2007 - January 2009
Greater Kansas City Community Foundation January 2006 - January 2009
Great Plains Energy 2000 - 2008
H&R Block, Inc. September 1998 - December 2007
H&R Block Bank 2006 - 2007
RSM McGladrey Inc. 2000 - 2007
H&R Block Financial Advisors 2000 - 2007
Option One Mortgage Corporation 1998 - 2007
Education
Drake University 1999 — 2000
BS, Finance and Accounting
The University of Chicago - Booth School of Business 1984 — 1986
MBA, Finance/Economics
David A. Bennis David A. Bennis's H&R Block Financial Advisors Experience January 2001 - January 2003
Job Energy Consultant | Social Media Enthusiast | Strategic New Business Development | Sales & Marketing Leader
Industry Oil & Energy
Experience
BlueRock Energy, Inc. October 2012 - Present
Total Webcasting February 2012 - July 2012
Computer Systems Integrators, Inc. (CSI) May 2011 - February 2012
Bridgeway Federal Credit Union March 2009 - December 2010
WaMu January 2003 - December 2008
H&R Block Financial Advisors January 2001 - January 2003
Morgan Wilshire December 1999 - January 2001
Brentworh & Company June 1997 - December 1999
Skills
New Business Development, Sales Management, Account Management, Lead Generation, Team Leadership, Customer Relations, Solution Selling, B2B, Sales Process, Marketing Strategy, Team Management, Customer Service, Social Media Marketing, Problem Solving, Cloud Computing, Consultative Selling, Direct Sales, Business Management, Team Building, Contract Negotiations, National Account Sales, Key Account Development, Negotiation, Analysis, Budgets, Business Development, Business Planning, Business Strategy, CRM, Customer Retention, Contract Negotiation, Competitive Analysis, Cold Calling, E-commerce, Entrepreneurship, Leadership, Management, Marketing, Networking, National Accounts, Product Management, Product Marketing, Public Speaking, Sales, Sales Operations, Sales Presentations, Salesforce.com, Selling, Small Business, Social Media
Education
City University of New York-Baruch College 1993 — 1997
Finance
Archbishop Molloy High School 1989 — 1993
BlueRock Energy, Inc. October 2012 - Present
Total Webcasting February 2012 - July 2012
Computer Systems Integrators, Inc. (CSI) May 2011 - February 2012
Bridgeway Federal Credit Union March 2009 - December 2010
WaMu January 2003 - December 2008
H&R Block Financial Advisors January 2001 - January 2003
Morgan Wilshire December 1999 - January 2001
Brentworh & Company June 1997 - December 1999
Skills
New Business Development, Sales Management, Account Management, Lead Generation, Team Leadership, Customer Relations, Solution Selling, B2B, Sales Process, Marketing Strategy, Team Management, Customer Service, Social Media Marketing, Problem Solving, Cloud Computing, Consultative Selling, Direct Sales, Business Management, Team Building, Contract Negotiations, National Account Sales, Key Account Development, Negotiation, Analysis, Budgets, Business Development, Business Planning, Business Strategy, CRM, Customer Retention, Contract Negotiation, Competitive Analysis, Cold Calling, E-commerce, Entrepreneurship, Leadership, Management, Marketing, Networking, National Accounts, Product Management, Product Marketing, Public Speaking, Sales, Sales Operations, Sales Presentations, Salesforce.com, Selling, Small Business, Social Media
Education
City University of New York-Baruch College 1993 — 1997
Finance
Archbishop Molloy High School 1989 — 1993
Peter Miralles Peter Miralles's H&R Block Financial Advisors Experience November 1999 - June 2007
Job President Atlanta Wealth Consultants. Investment Advisory Representative
Industry Investment Management
Experience
Atlanta Wealth Consultants, LLC July 2007 - Present
Cambridge 2007 - 2015
Cambridge 2007 - 2015
Georgia Financial Educators June 2007 - May 2012
H&R Block Financial Advisors November 1999 - June 2007
Olde Brokerage 1989 - 1999
Prudential Bache Securities January 1987 - January 1989
Skills
Certified Financial..., Certified Investment..., Portfolio Management, Retirement Planning, IRA's, 401k, Financial Analysis, Stock Market Analysis, Independent Financial..., Estate Planning, Investment Advisory, Retirement Savings, Personal Financial...
Education
University of Pennsylvania - The Wharton School 2004 — 2005
CIMA®
Oglethorpe University 2000 — 2001
Financial Planning
Enrolled Agent
The American College
University of Georgia Studies Abroad
Rome Italy
Georgia State University
Bachelor of Arts (B.A.)
Atlanta Wealth Consultants, LLC July 2007 - Present
Cambridge 2007 - 2015
Cambridge 2007 - 2015
Georgia Financial Educators June 2007 - May 2012
H&R Block Financial Advisors November 1999 - June 2007
Olde Brokerage 1989 - 1999
Prudential Bache Securities January 1987 - January 1989
Skills
Certified Financial..., Certified Investment..., Portfolio Management, Retirement Planning, IRA's, 401k, Financial Analysis, Stock Market Analysis, Independent Financial..., Estate Planning, Investment Advisory, Retirement Savings, Personal Financial...
Education
University of Pennsylvania - The Wharton School 2004 — 2005
CIMA®
Oglethorpe University 2000 — 2001
Financial Planning
Enrolled Agent
The American College
University of Georgia Studies Abroad
Rome Italy
Georgia State University
Bachelor of Arts (B.A.)
Satish Singh, CFP® Satish Singh, CFP®'s H&R Block Financial Advisors Experience June 1998 - December 2008
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial December 2008 - Present
H&R Block Financial Advisors June 1998 - December 2008
First Federal of Lakewood May 1997 - June 1998
Education
Cleveland State University 1993 — 1995
ba, Economics
North Olmsted High School
Ameriprise Financial December 2008 - Present
H&R Block Financial Advisors June 1998 - December 2008
First Federal of Lakewood May 1997 - June 1998
Education
Cleveland State University 1993 — 1995
ba, Economics
North Olmsted High School
Raymond Arruda Jr,CFP Raymond Arruda Jr,CFP's H&R Block Financial Advisors Experience May 1995 - November 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2009 - Present
H&R Block Financial Advisors May 1995 - November 2009
Olde Corporation May 1995 - December 1999
Education
Bryant University 2001 — 2003
Certificate Program, Certified Financial Planner
Daniel Webster College 1989 — 1993
Bachelor of Science, Aviation Management with Flight Operations
Daniel Webster College 1989 — 1993
Associate of Science (AS), Accounting
Ameriprise Financial Services, Inc. November 2009 - Present
H&R Block Financial Advisors May 1995 - November 2009
Olde Corporation May 1995 - December 1999
Education
Bryant University 2001 — 2003
Certificate Program, Certified Financial Planner
Daniel Webster College 1989 — 1993
Bachelor of Science, Aviation Management with Flight Operations
Daniel Webster College 1989 — 1993
Associate of Science (AS), Accounting
Mike Lammers Mike Lammers's H&R Block Financial Advisors Experience 2003 - September 2005
Job CEO and Chief Business Architect at Tricension
Industry Information Technology and Services
Experience
Tricension February 2008 - Present
H&R Block September 2005 - February 2008
H&R Block Financial Advisors 2003 - September 2005
Park Place Consulting Inc. December 2000 - December 2002
Thazar Solutions 1999 - 2000
Cerner 1984 - 1999
Skills
Interim CIO, Virtual CIO, IT & Business Strategy..., IT Department Assessment, Enterprise Architecture..., Application..., Microsoft Partner -..., Enterprise Software, Integration, Business Intelligence, Leadership, IT Strategy, SharePoint, Management, Business Process..., Healthcare Information..., Strategy, CRM, SaaS, Consulting, Microsoft CRM, Software Development, Project Management, Business Development, Business Analysis, Entrepreneurship, Requirements Analysis, Agile Methodologies, Data Warehousing, Financial Services, Executive Management, Start-ups, Professional Services, Solution Architecture, Enterprise Architecture, Information Technology, Microsoft SQL Server, Web Applications, Analytics, Enterprise Wide..., Microsoft Dynamics CRM, Nintex, SSRS, Microsoft Certified..., ClickDimensions Partner, Lexmark / Perceptive..., MavinLink Partner, Software Project..., Strategic Planning
Education
Creighton University 1977 — 1981
BS, Medical Technology
Mount Michael Benedictine High School 1974 — 1977
Casper 1965 — 1974
Tricension February 2008 - Present
H&R Block September 2005 - February 2008
H&R Block Financial Advisors 2003 - September 2005
Park Place Consulting Inc. December 2000 - December 2002
Thazar Solutions 1999 - 2000
Cerner 1984 - 1999
Skills
Interim CIO, Virtual CIO, IT & Business Strategy..., IT Department Assessment, Enterprise Architecture..., Application..., Microsoft Partner -..., Enterprise Software, Integration, Business Intelligence, Leadership, IT Strategy, SharePoint, Management, Business Process..., Healthcare Information..., Strategy, CRM, SaaS, Consulting, Microsoft CRM, Software Development, Project Management, Business Development, Business Analysis, Entrepreneurship, Requirements Analysis, Agile Methodologies, Data Warehousing, Financial Services, Executive Management, Start-ups, Professional Services, Solution Architecture, Enterprise Architecture, Information Technology, Microsoft SQL Server, Web Applications, Analytics, Enterprise Wide..., Microsoft Dynamics CRM, Nintex, SSRS, Microsoft Certified..., ClickDimensions Partner, Lexmark / Perceptive..., MavinLink Partner, Software Project..., Strategic Planning
Education
Creighton University 1977 — 1981
BS, Medical Technology
Mount Michael Benedictine High School 1974 — 1977
Casper 1965 — 1974
Maria Sauser Maria Sauser's H&R Block Financial Advisors Experience January 2001 - January 2013
Job Price Accuracy Team Member at Super Target Co
Industry Retail
Experience
Super Target Co June 2008 - Present
H&R Block Financial Advisors January 2001 - January 2013
Fairmart Dept Store March 1986 - November 1990
Skills
Customer Service, Microsoft Office, Retail, Microsoft Word, Sales, Merchandising, Inventory Management, Management, Sales Management, Marketing, Team Leadership, Visual Merchandising
Education
Institute of Business and Medical Careers 1997 — 1998
Computer Data Entry, Data Processing
Cebu Central Colleges, Cebu City. Philippines 1981 — 1985
Bachelor of Science in Commerce, Accounting
Super Target Co June 2008 - Present
H&R Block Financial Advisors January 2001 - January 2013
Fairmart Dept Store March 1986 - November 1990
Skills
Customer Service, Microsoft Office, Retail, Microsoft Word, Sales, Merchandising, Inventory Management, Management, Sales Management, Marketing, Team Leadership, Visual Merchandising
Education
Institute of Business and Medical Careers 1997 — 1998
Computer Data Entry, Data Processing
Cebu Central Colleges, Cebu City. Philippines 1981 — 1985
Bachelor of Science in Commerce, Accounting
Monique L. Walton Monique L. Walton's H&R Block Financial Advisors Experience November 2006 - April 2008
Job EPL Claims Examiner at Chubb Insurance
Industry Insurance
Experience
Chubb 2009 - Present
Chubb Insurance February 2009 - Present
Copart, Inc. March 2005 - February 2009
H&R Block Financial Advisors November 2006 - April 2008
Circuit City May 2006 - January 2008
Skills
Compliance, Conflict Resolution, Negotiation, HR Management, Financial Management..., Risk Management, Customer Retention, Customer Service, Strategic Planning, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Lotus Notes, Outlook, Catastrophic Loss, Property & Casualty..., HR Policies, HR Consulting, Tax Preparation, Tax Law, Recruiting, Creativity, Contemporary Art, Payroll, Painting, Canvassing, Business Process..., Performance Management, Performance Improvement, Appraisals, Customer Insight, Statutory Compliances, Statutory Interpretation, Employment Practices..., Insurance, Claim, Public Speaking, Public Relations, Presentations, Training, Professional Liability, Litigation Management, Liability, Commercial Insurance, Workers Compensation, Liability Analysis, Claim Investigation, Subrogation, Commercial Lines
Education
Cambridge College 2008 — 2012
Masters, Business Management
Chubb 2009 - Present
Chubb Insurance February 2009 - Present
Copart, Inc. March 2005 - February 2009
H&R Block Financial Advisors November 2006 - April 2008
Circuit City May 2006 - January 2008
Skills
Compliance, Conflict Resolution, Negotiation, HR Management, Financial Management..., Risk Management, Customer Retention, Customer Service, Strategic Planning, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Lotus Notes, Outlook, Catastrophic Loss, Property & Casualty..., HR Policies, HR Consulting, Tax Preparation, Tax Law, Recruiting, Creativity, Contemporary Art, Payroll, Painting, Canvassing, Business Process..., Performance Management, Performance Improvement, Appraisals, Customer Insight, Statutory Compliances, Statutory Interpretation, Employment Practices..., Insurance, Claim, Public Speaking, Public Relations, Presentations, Training, Professional Liability, Litigation Management, Liability, Commercial Insurance, Workers Compensation, Liability Analysis, Claim Investigation, Subrogation, Commercial Lines
Education
Cambridge College 2008 — 2012
Masters, Business Management
Amy Brumbeloe's H&R Block Financial Advisors Experience July 2007 - October 2009
Job Paraplanner | Practice Manager with MacLean & Associates, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
MacLean & Associates A financial advisory practice of Ameriprise Financial Services, Inc. July 2007 - Present
Ameriprise Financial Services, Inc. July 2007 - July 2013
H&R Block Financial Advisors July 2007 - October 2009
Skills
Series 7, Series 66, Life and Health..., Trading, Client Relations Skills, Practice Management, Sales, Securities, Annuities, Life Insurance
Education
Arizona State University
MacLean & Associates A financial advisory practice of Ameriprise Financial Services, Inc. July 2007 - Present
Ameriprise Financial Services, Inc. July 2007 - July 2013
H&R Block Financial Advisors July 2007 - October 2009
Skills
Series 7, Series 66, Life and Health..., Trading, Client Relations Skills, Practice Management, Sales, Securities, Annuities, Life Insurance
Education
Arizona State University
John Macconi John Macconi's H&R Block Financial Advisors Experience October 2011 - Present
Job Business Manager for The Music School of DE
Industry Accounting
Experience
Music School of Delaware December 2014 - Present
CP Sewerage Authority May 2011 - Present
H&R Block Financial Advisors October 2011 - Present
Macfam Enterprises Inc. January 1994 - January 2011
PNC Bank January 1990 - January 1994
Skills
Process Improvement, Strategic Planning, Change Management, Vendor Management, Business Analysis, Relationship Management, Government Reporting, Finance, Management, Insurance, Business Process..., Team Building, Mergers & Acquisitions, Government, Software Documentation, General Ledger, Business Strategy, Marketing, Sales
Education
Goldey Beacom College 1972 — 1976
Bachelor's degree, Accounting
Goldey-Beacom College 1986 — 1988
Associate, Information Systems
Music School of Delaware December 2014 - Present
CP Sewerage Authority May 2011 - Present
H&R Block Financial Advisors October 2011 - Present
Macfam Enterprises Inc. January 1994 - January 2011
PNC Bank January 1990 - January 1994
Skills
Process Improvement, Strategic Planning, Change Management, Vendor Management, Business Analysis, Relationship Management, Government Reporting, Finance, Management, Insurance, Business Process..., Team Building, Mergers & Acquisitions, Government, Software Documentation, General Ledger, Business Strategy, Marketing, Sales
Education
Goldey Beacom College 1972 — 1976
Bachelor's degree, Accounting
Goldey-Beacom College 1986 — 1988
Associate, Information Systems
Paresh Kamdar, CFP®'s H&R Block Financial Advisors Experience 1994 - 2000
Job Wealth Manager and Investment Consultant
Industry Financial Services
Experience
Merriman, LLC 2007 - Present
Charles Schwab 2000 - 2007
H&R Block Financial Advisors 1994 - 2000
Skills
Investments, Asset Allocation, Wealth Management..., Mutual Funds, Portfolio Management
Education
Indiana University Bloomington 1990 — 1993
Bachelor of Arts (B.A.), Finance
Merriman, LLC 2007 - Present
Charles Schwab 2000 - 2007
H&R Block Financial Advisors 1994 - 2000
Skills
Investments, Asset Allocation, Wealth Management..., Mutual Funds, Portfolio Management
Education
Indiana University Bloomington 1990 — 1993
Bachelor of Arts (B.A.), Finance
Cliff Hodgman Cliff Hodgman's H&R Block Financial Advisors Experience April 2006 - March 2009
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. 2009 - Present
H&R Block Financial Advisors April 2006 - March 2009
Smith Barney May 2001 - April 2006
Banc One Financial July 1995 - April 2001
Skills
Investments, Tax-Efficient Strategies, Wealth Management, Retirement Planning, 401(k) Rollovers, Stock Due Diligence, Investment Management, Wealth-Preservation..., Risk Management..., Retirement, Fixed Income Strategies
Education
Alma College 1990 — 1994
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Kalamazoo Loy Norrix 1986 — 1990
High School
Oppenheimer & Co. Inc. 2009 - Present
H&R Block Financial Advisors April 2006 - March 2009
Smith Barney May 2001 - April 2006
Banc One Financial July 1995 - April 2001
Skills
Investments, Tax-Efficient Strategies, Wealth Management, Retirement Planning, 401(k) Rollovers, Stock Due Diligence, Investment Management, Wealth-Preservation..., Risk Management..., Retirement, Fixed Income Strategies
Education
Alma College 1990 — 1994
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Kalamazoo Loy Norrix 1986 — 1990
High School
Chris Theut Chris Theut's H&R Block Financial Advisors Experience July 2005 - April 2007
Job Senior Vice President & Manager Institutional Sales / Investments Michigan Comerica Securities, Inc.
Industry Investment Management
Experience
Comerica Securities, Inc. April 2007 - Present
H&R Block Financial Advisors July 2005 - April 2007
Multi-Bank Securities, Inc. 2000 - 2005
Multi-Bank Securities, Inc. 1991 - 1994
Skills
Fixed Income, Institutional Investors, Swaps, mbs, Derivatives, Bonds, Federal Agencies, Corporate Bonds, Certificates of Deposit, Portfolio Management, Portfolio Strategy, Access, MBS, Institutional..., Corporates, Bloomberg, Alternative Investments, Series 24, Series 63, Series 65, Bloomberg Terminal, Cash Management, Investment Advisory, Securities, Investments, Capital Markets, Mortgage Lending, Series 7, Loans, Wealth Management, Asset Allocation, Asset Management, FINRA, Money Market, Trading, Mutual Funds, Credit, Treasury Management, ETFs, Investment Strategies, Investment Management, Equities, Financial Modeling
Education
College for Financial Planning
AAMS-Accredited Asset Management Specialist
Central Michigan University 1985 — 1990
BS, Finance, Economics
Orchard Lake St. Mary's 1981 — 1985
HSD, College Prep
Comerica Securities, Inc. April 2007 - Present
H&R Block Financial Advisors July 2005 - April 2007
Multi-Bank Securities, Inc. 2000 - 2005
Multi-Bank Securities, Inc. 1991 - 1994
Skills
Fixed Income, Institutional Investors, Swaps, mbs, Derivatives, Bonds, Federal Agencies, Corporate Bonds, Certificates of Deposit, Portfolio Management, Portfolio Strategy, Access, MBS, Institutional..., Corporates, Bloomberg, Alternative Investments, Series 24, Series 63, Series 65, Bloomberg Terminal, Cash Management, Investment Advisory, Securities, Investments, Capital Markets, Mortgage Lending, Series 7, Loans, Wealth Management, Asset Allocation, Asset Management, FINRA, Money Market, Trading, Mutual Funds, Credit, Treasury Management, ETFs, Investment Strategies, Investment Management, Equities, Financial Modeling
Education
College for Financial Planning
AAMS-Accredited Asset Management Specialist
Central Michigan University 1985 — 1990
BS, Finance, Economics
Orchard Lake St. Mary's 1981 — 1985
HSD, College Prep
Alana LION Tassi Alana LION Tassi's H&R Block Financial Advisors Experience July 1995 - January 2001
Job Headhunter at Career Connextions
Industry Staffing and Recruiting
Experience
Lennar Homes February 2015 - Present
Career Connextions April 2006 - Present
AmeriTeam Realty Dr Phillips January 2010 - October 2014
MainStreet USA January 2005 - April 2006
Tempus Resorts International May 2001 - April 2004
H&R Block Financial Advisors July 1995 - January 2001
Skills
Recruiting, Sourcing, Real Estate, Sales Management, Sales, Investments, Business Development, Commercial Real Estate, Contract Negotiation, Contract Recruitment, Finance, Human Resources, Investors, Management, Residential Homes, Selling, Strategic Planning, Strategy, Talent Acquisition, Time Management, Mortgage Lending
Education
Brevard Community College 1994 — 1994
A.A., Business Administration
El Camino College 1991 — 1993
Business Administration and Management, General
Lennar Homes February 2015 - Present
Career Connextions April 2006 - Present
AmeriTeam Realty Dr Phillips January 2010 - October 2014
MainStreet USA January 2005 - April 2006
Tempus Resorts International May 2001 - April 2004
H&R Block Financial Advisors July 1995 - January 2001
Skills
Recruiting, Sourcing, Real Estate, Sales Management, Sales, Investments, Business Development, Commercial Real Estate, Contract Negotiation, Contract Recruitment, Finance, Human Resources, Investors, Management, Residential Homes, Selling, Strategic Planning, Strategy, Talent Acquisition, Time Management, Mortgage Lending
Education
Brevard Community College 1994 — 1994
A.A., Business Administration
El Camino College 1991 — 1993
Business Administration and Management, General
Jenn Caton's H&R Block Financial Advisors Experience October 2007 - December 2008
Job Higher Education Recruiting // Advising // Student Services
Industry Higher Education
Experience
City University of Seattle April 2009 - Present
Educators' Financial Partners December 2008 - April 2009
H&R Block Financial Advisors October 2007 - December 2008
Regal Entertainment Group February 2001 - May 2008
Skills
Sales, Research, Curriculum Design, E-Learning, Career Counseling, Resume Writing, Adult Education, Customer Service, Teaching, Leadership Development, Microsoft Office, Strategic Planning, Project Management, Training, Microsoft Word, Coaching, Conflict Resolution, Event Planning, Organizational..., Nonprofits, Higher Education, Microsoft Excel, Social Networking, Educational Leadership, Team Building, Community Outreach, Program Development, Fundraising, Program Management, Team Leadership, Instructional Design, Social Media, Student Affairs, Staff Development, Curriculum Development, Time Management, PowerPoint, Data Analysis, Enrollment Management, Event Management, Interviews, Grant Writing, Recruiting, Employee Training, Editing, Spanish, International Education, System Administration, Educational Technology, Public Relations
Education
City University of Seattle 2008 — 2010
Masters, Business Administration - Change Leadership
University of Washington 2005 — 2007
Bachelors or Arts, Psychology
Pierce Community College 2002 — 2005
Associates of Arts and Sciences, Business and Psychology
City University of Seattle April 2009 - Present
Educators' Financial Partners December 2008 - April 2009
H&R Block Financial Advisors October 2007 - December 2008
Regal Entertainment Group February 2001 - May 2008
Skills
Sales, Research, Curriculum Design, E-Learning, Career Counseling, Resume Writing, Adult Education, Customer Service, Teaching, Leadership Development, Microsoft Office, Strategic Planning, Project Management, Training, Microsoft Word, Coaching, Conflict Resolution, Event Planning, Organizational..., Nonprofits, Higher Education, Microsoft Excel, Social Networking, Educational Leadership, Team Building, Community Outreach, Program Development, Fundraising, Program Management, Team Leadership, Instructional Design, Social Media, Student Affairs, Staff Development, Curriculum Development, Time Management, PowerPoint, Data Analysis, Enrollment Management, Event Management, Interviews, Grant Writing, Recruiting, Employee Training, Editing, Spanish, International Education, System Administration, Educational Technology, Public Relations
Education
City University of Seattle 2008 — 2010
Masters, Business Administration - Change Leadership
University of Washington 2005 — 2007
Bachelors or Arts, Psychology
Pierce Community College 2002 — 2005
Associates of Arts and Sciences, Business and Psychology
Tim Damis Tim Damis's H&R Block Financial Advisors Experience June 1999 - May 2000
Job Owner, Ollus Realty
Industry Real Estate
Experience
Ollus Realty April 2002 - Present
H&R Block Financial Advisors June 1999 - May 2000
Skills
Investment Properties, Sellers, Short Sales, Investors, New Home Sales, Foreclosures
Education
DePaul University
BA, Managament & Finance
Ollus Realty April 2002 - Present
H&R Block Financial Advisors June 1999 - May 2000
Skills
Investment Properties, Sellers, Short Sales, Investors, New Home Sales, Foreclosures
Education
DePaul University
BA, Managament & Finance
Diego Cärdenas Diego Cärdenas's H&R Block Financial Advisors Experience June 2007 - July 2008
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2012 - Present
J.P. Morgan February 2009 - September 2012
H&R Block Financial Advisors June 2007 - July 2008
Education
NYU School of Professional Studies 2015 — 2017
Master of Science (M.S.), Real Estate Capital Markets
Bates College 2003 — 2007
BA, International Economics
J.P. Morgan September 2012 - Present
J.P. Morgan February 2009 - September 2012
H&R Block Financial Advisors June 2007 - July 2008
Education
NYU School of Professional Studies 2015 — 2017
Master of Science (M.S.), Real Estate Capital Markets
Bates College 2003 — 2007
BA, International Economics
Erin Baehr's H&R Block Financial Advisors Experience September 2001 - April 2003
Job Fee Only Financial Planner, Baehr Family Financial
Industry Financial Services
Experience
National Association of Personal Financial Advisors 2008 - Present
Pocono Record November 2007 - Present
Baehr Family Financial, LLC September 2007 - Present
New England Financial 2003 - 2007
College Hill Tax 2003 - 2007
H&R Block Financial Advisors September 2001 - April 2003
H&R Block January 2001 - September 2001
Education
College of Saint Elizabeth 1985 — 1987
Education
Villanova University 1984 — 1985
Liberal Arts
National Association of Personal Financial Advisors 2008 - Present
Pocono Record November 2007 - Present
Baehr Family Financial, LLC September 2007 - Present
New England Financial 2003 - 2007
College Hill Tax 2003 - 2007
H&R Block Financial Advisors September 2001 - April 2003
H&R Block January 2001 - September 2001
Education
College of Saint Elizabeth 1985 — 1987
Education
Villanova University 1984 — 1985
Liberal Arts
Dave Geschke Dave Geschke's H&R Block Financial Advisors Experience November 2007 - February 2009
Job CEO of SWS Financial Services and Director of Retail for Southwest Securities at Southwest Securities, Inc.
Industry Financial Services
Experience
Ameriprise Financial January 2009 - May 2014
H&R Block Financial Advisors November 2007 - February 2009
H&R Block Financial Advisors January 1999 - November 2007
Skills
Series 7, Series 24, Series 65, Series 63, Mutual Funds, Retirement Planning, Investment Advisory, FINRA, Securities, Investments, Strategic Financial..., Retirement, Asset Allocation, Wealth Management, 401k, Bonds, Fixed Annuities, Wealth, Asset Management, Options, Uniform Combined State..., Financial Services, Wealth Management..., Long-term Care, Insurance, Equities, Finance, Investment Management, Portfolio Management, Alternative Investments, Financial Advisory, Fixed Income, Estate Planning, Investment Strategies, Financial Goals, Stocks, ETFs, Life Insurance, Personal Finance, Relationship Management, Long Term Care Insurance, Financial Planners, Leadership, Team Leadership, Management, Team Building, Communication, Coaching, Public Speaking, Strategy
Education
Illinois State University 1982 — 1987
Bachelor of Science (BS), Bachelor of Science (B.S.) double major in Business Administration and Economics Minor in Finance
Ameriprise Financial January 2009 - May 2014
H&R Block Financial Advisors November 2007 - February 2009
H&R Block Financial Advisors January 1999 - November 2007
Skills
Series 7, Series 24, Series 65, Series 63, Mutual Funds, Retirement Planning, Investment Advisory, FINRA, Securities, Investments, Strategic Financial..., Retirement, Asset Allocation, Wealth Management, 401k, Bonds, Fixed Annuities, Wealth, Asset Management, Options, Uniform Combined State..., Financial Services, Wealth Management..., Long-term Care, Insurance, Equities, Finance, Investment Management, Portfolio Management, Alternative Investments, Financial Advisory, Fixed Income, Estate Planning, Investment Strategies, Financial Goals, Stocks, ETFs, Life Insurance, Personal Finance, Relationship Management, Long Term Care Insurance, Financial Planners, Leadership, Team Leadership, Management, Team Building, Communication, Coaching, Public Speaking, Strategy
Education
Illinois State University 1982 — 1987
Bachelor of Science (BS), Bachelor of Science (B.S.) double major in Business Administration and Economics Minor in Finance
Michael Hedstrom Michael Hedstrom's H&R Block Financial Advisors Experience 2004 - 2008
Job Director at ClosedEnd Fund Association
Industry Investment Management
Experience
Closed-End Fund Association October 2013 - Present
Smith Group Inc. October 2013 - Present
Scout Investments, Inc. February 2011 - July 2013
Ameriprise Financial Services, Inc. November 2008 - December 2009
H&R Block Financial Advisors 2004 - 2008
ING / Washington Square Securities, Inc. 2002 - 2004
American Express Financial Advisors 1990 - 2002
Skills
Product Marketing, Cross-functional Team..., FINRA, Strategic Partnerships, Advertising, Market Research, Marketing, Business Planning, Integrated Marketing, Brand Management, Online Marketing, Business Development, Leadership, Management, Product Development, CRM, Strategy
Education
Association for Investment Management and Research
Chartered Financial Analyst (CFA), Level 1
Bethel University
Bachelor of Arts, Economics
University of Saint Thomas - School of Business
Master of International Management
Closed-End Fund Association October 2013 - Present
Smith Group Inc. October 2013 - Present
Scout Investments, Inc. February 2011 - July 2013
Ameriprise Financial Services, Inc. November 2008 - December 2009
H&R Block Financial Advisors 2004 - 2008
ING / Washington Square Securities, Inc. 2002 - 2004
American Express Financial Advisors 1990 - 2002
Skills
Product Marketing, Cross-functional Team..., FINRA, Strategic Partnerships, Advertising, Market Research, Marketing, Business Planning, Integrated Marketing, Brand Management, Online Marketing, Business Development, Leadership, Management, Product Development, CRM, Strategy
Education
Association for Investment Management and Research
Chartered Financial Analyst (CFA), Level 1
Bethel University
Bachelor of Arts, Economics
University of Saint Thomas - School of Business
Master of International Management
Matthew R. Simon Matthew R. Simon's H&R Block Financial Advisors Experience 2001 - 2008
Job Private Wealth Manager at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC September 2012 - Present
Ameriprise Financial June 2001 - October 2012
H&R Block Financial Advisors 2001 - 2008
Skills
Retirement Planning, Estate Planning, Investment Strategies, Investment Advisory, Series 7, Insurance, Wealth Management, Wealth, Retirement, Saving for Education, Fixed Annuities, Mutual Funds, Asset Allocation, Series 63, IRAs, 401k, Financial Advisory, Series 65, Bonds, Stocks, Securities, Strategic Financial..., Financial Planning
Education
The American College 2012 — 2015
CFP
Central Michigan University 1996 — 2001
BS, Business Administration
Upstream Investment Partners, LLC September 2012 - Present
Ameriprise Financial June 2001 - October 2012
H&R Block Financial Advisors 2001 - 2008
Skills
Retirement Planning, Estate Planning, Investment Strategies, Investment Advisory, Series 7, Insurance, Wealth Management, Wealth, Retirement, Saving for Education, Fixed Annuities, Mutual Funds, Asset Allocation, Series 63, IRAs, 401k, Financial Advisory, Series 65, Bonds, Stocks, Securities, Strategic Financial..., Financial Planning
Education
The American College 2012 — 2015
CFP
Central Michigan University 1996 — 2001
BS, Business Administration
Micah Murrell Micah Murrell's H&R Block Financial Advisors Experience 1998 - 2008
Job Financial Advisor Vice President
Industry Financial Services
Experience
Ameriprise Financial 1998 - Present
H&R Block Financial Advisors 1998 - 2008
Education
Central Michigan University 1995 — 1998
Ameriprise Financial 1998 - Present
H&R Block Financial Advisors 1998 - 2008
Education
Central Michigan University 1995 — 1998
Rick Simmons Rick Simmons's H&R Block Financial Advisors Experience July 1993 - January 2005
Job managing partner, the telos institute
Industry Management Consulting
Experience
the telos institute July 2006 - Present
Institute of Coaching, McLean/Harvard Medical School August 2014 - Present
Weatherhead School of Management at CWRU June 2011 - Present
UBS Wealth Management January 2005 - October 2009
H&R Block Financial Advisors July 1993 - January 2005
Skills
Executive Coaching, Organizational..., Organizational Learning, Change Management, Leadership Development, Emotional Intelligence, Appreciative Inquiry, Strategic Planning, Team Building, Keynote Speaking, Sales Force..., Experiential Learning, Organizational Behavior, Business Strategy, Culture Change, Program Management, Management, Coaching, 360 Feedback, Organizational Design, Sales Effectiveness, Executive Development, Consulting, Staff Development, Leadership, Business Development, Workshop Facilitation, MBTI, Organizational..., Career Development, Career Counseling, Management Development, Management Consulting, Succession Planning, Performance Management, Talent Management
Education
Weatherhead School of Management at CWRU 2003 — 2005
MS Organization Development & Analysis
The Gestalt Institute of Cleveland
Katholieke Universiteit Leuven
Multicultural Collaboration
Baldwin-Wallace College 1989 — 1993
BA Finance
the telos institute July 2006 - Present
Institute of Coaching, McLean/Harvard Medical School August 2014 - Present
Weatherhead School of Management at CWRU June 2011 - Present
UBS Wealth Management January 2005 - October 2009
H&R Block Financial Advisors July 1993 - January 2005
Skills
Executive Coaching, Organizational..., Organizational Learning, Change Management, Leadership Development, Emotional Intelligence, Appreciative Inquiry, Strategic Planning, Team Building, Keynote Speaking, Sales Force..., Experiential Learning, Organizational Behavior, Business Strategy, Culture Change, Program Management, Management, Coaching, 360 Feedback, Organizational Design, Sales Effectiveness, Executive Development, Consulting, Staff Development, Leadership, Business Development, Workshop Facilitation, MBTI, Organizational..., Career Development, Career Counseling, Management Development, Management Consulting, Succession Planning, Performance Management, Talent Management
Education
Weatherhead School of Management at CWRU 2003 — 2005
MS Organization Development & Analysis
The Gestalt Institute of Cleveland
Katholieke Universiteit Leuven
Multicultural Collaboration
Baldwin-Wallace College 1989 — 1993
BA Finance
Richard Dullnig Richard Dullnig's H&R Block Financial Advisors Experience March 2003 - October 2008
Job Chief Compliance Officer at S.B. Value Partners, LP
Industry Financial Services
Experience
S.B. Value Partners, LP March 2015 - Present
Investment Professionals, Inc. October 2008 - March 2015
H&R Block Financial Advisors March 2003 - October 2008
Education
Baylor University 1987 — 1991
BBA, Finance
S.B. Value Partners, LP March 2015 - Present
Investment Professionals, Inc. October 2008 - March 2015
H&R Block Financial Advisors March 2003 - October 2008
Education
Baylor University 1987 — 1991
BBA, Finance
Judith Singer Judith Singer's H&R Block Financial Advisors Experience March 2003 - December 2008
Job Financial Advisor, CRPC®
Industry Financial Services
Experience
Cooperrider & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. December 2008 - Present
H&R Block Financial Advisors March 2003 - December 2008
Key Investments April 1994 - March 2003
Education
College of Marin
Associate's Degree
Cooperrider & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. December 2008 - Present
H&R Block Financial Advisors March 2003 - December 2008
Key Investments April 1994 - March 2003
Education
College of Marin
Associate's Degree
Michael Prendergast Michael Prendergast's H&R Block Financial Advisors Experience October 2004 - October 2008
Job Managing Director, Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial June 2012 - Present
Ameriprise Financial October 2008 - May 2012
H&R Block Financial Advisors October 2004 - October 2008
Quick & Reilly February 1983 - October 2004
Education
Illinois State University 1981 — 1985
Ameriprise Financial June 2012 - Present
Ameriprise Financial October 2008 - May 2012
H&R Block Financial Advisors October 2004 - October 2008
Quick & Reilly February 1983 - October 2004
Education
Illinois State University 1981 — 1985
Justin Wolf's H&R Block Financial Advisors Experience February 1995 - June 1998
Job Digital Marketing Consultant
Industry Internet
Experience
Comcast Cable January 2014 - Present
Time Warner Cable August 2011 - December 2013
AOL June 2009 - August 2011
Sprint/Clearwire June 2007 - June 2009
Kodiak Networks May 2006 - May 2007
Sprint Nextel May 2005 - May 2006
Nextel September 1999 - May 2005
H&R Block Financial Advisors February 1995 - June 1998
Skills
Product Management, Partner Management, Staff Management, Product Marketing, Management, Digital Marketing, Marketing, Strategy, Wireless, Telecommunications, Mobile Devices, Leadership, Product Launch, E-commerce, Enterprise Software, Cross-functional Team...
Education
Elon University - Martha and Spencer Love School of Business 1990 — 1995
BS, Marketing, Finance, Economics
W.T. Woodson
Comcast Cable January 2014 - Present
Time Warner Cable August 2011 - December 2013
AOL June 2009 - August 2011
Sprint/Clearwire June 2007 - June 2009
Kodiak Networks May 2006 - May 2007
Sprint Nextel May 2005 - May 2006
Nextel September 1999 - May 2005
H&R Block Financial Advisors February 1995 - June 1998
Skills
Product Management, Partner Management, Staff Management, Product Marketing, Management, Digital Marketing, Marketing, Strategy, Wireless, Telecommunications, Mobile Devices, Leadership, Product Launch, E-commerce, Enterprise Software, Cross-functional Team...
Education
Elon University - Martha and Spencer Love School of Business 1990 — 1995
BS, Marketing, Finance, Economics
W.T. Woodson
Ric Lucas Ric Lucas's H&R Block Financial Advisors Experience December 1995 - November 2001
Job Vice President Financial Consultant , Charles Schwab & Co., Inc. Charles Schwab Bank
Industry Financial Services
Experience
Charles Schwab November 2011 - Present
JPMorgan Chase December 2009 - November 2011
Edward Jones November 2001 - December 2009
H&R Block Financial Advisors December 1995 - November 2001
Education
Columbia College Chicago 1991 — 1993
Bachelor's degree, Marketing
Loras College 1987 — 1990
Charles Schwab November 2011 - Present
JPMorgan Chase December 2009 - November 2011
Edward Jones November 2001 - December 2009
H&R Block Financial Advisors December 1995 - November 2001
Education
Columbia College Chicago 1991 — 1993
Bachelor's degree, Marketing
Loras College 1987 — 1990
Aaron Rogozinski's H&R Block Financial Advisors Experience January 2001 - May 2005
Job Account Specialist at CT Corporation
Industry Legal Services
Experience
CT Corporation April 2014 - Present
Oliva Italian & Mediterranean Cuisine September 2013 - September 2014
Outback Steakhouse July 2011 - August 2013
CUNA Mutual Group November 2012 - March 2013
Telephone and Data Systems, Inc.™ (TDS™) March 2012 - July 2012
P.F. Chang's China Bistro October 2010 - July 2011
H&R Block Financial Advisors January 2001 - May 2005
Skills
Restaurants, Food Service, Food & Beverage, Hospitality, Fine Dining, Food, Time Management, Wine, TIPS Certified, Customer Service, Financial Analysis, Strategic Planning
Education
James Madison University 1997 — 2000
Bachelor of Business Administration (BBA), Finance, General
Georgetown University 2004 — 2005
Certified Financial Planner
CT Corporation April 2014 - Present
Oliva Italian & Mediterranean Cuisine September 2013 - September 2014
Outback Steakhouse July 2011 - August 2013
CUNA Mutual Group November 2012 - March 2013
Telephone and Data Systems, Inc.™ (TDS™) March 2012 - July 2012
P.F. Chang's China Bistro October 2010 - July 2011
H&R Block Financial Advisors January 2001 - May 2005
Skills
Restaurants, Food Service, Food & Beverage, Hospitality, Fine Dining, Food, Time Management, Wine, TIPS Certified, Customer Service, Financial Analysis, Strategic Planning
Education
James Madison University 1997 — 2000
Bachelor of Business Administration (BBA), Finance, General
Georgetown University 2004 — 2005
Certified Financial Planner
Steve Goodman, CFA, CMT Steve Goodman, CFA, CMT's H&R Block Financial Advisors Experience December 1994 - April 2005
Job Chief Investment Officer at MKD Wealth Coaches
Industry Investment Management
Experience
MKD Wealth Coaches September 2012 - Present
Capelli Financial Services, Inc. February 2008 - September 2012
Meeder Financial February 2006 - February 2008
H&R Block Financial Advisors December 1994 - April 2005
Skills
Mutual Funds, Investments, ETFs, Asset Allocation, Portfolio Management, Investment Strategies, 401k, Investment Management, Alternative Investments, Wealth Management, Due Diligence, Equities, Asset Management, Investment Advisory, Trading, Equity Research, Securities, Bonds, Financial Markets, Bloomberg, Fixed Income, Capital Markets, Asset Managment, Financial Advisory, Analysis, Research, Risk Management, Hedge Funds, Fixed Annuities, Retirement Planning, Strategic Financial..., Fund Of Funds
Education
Eastern Michigan University
B.B.A., Finance
Walsh College
M.S., Finance
MKD Wealth Coaches September 2012 - Present
Capelli Financial Services, Inc. February 2008 - September 2012
Meeder Financial February 2006 - February 2008
H&R Block Financial Advisors December 1994 - April 2005
Skills
Mutual Funds, Investments, ETFs, Asset Allocation, Portfolio Management, Investment Strategies, 401k, Investment Management, Alternative Investments, Wealth Management, Due Diligence, Equities, Asset Management, Investment Advisory, Trading, Equity Research, Securities, Bonds, Financial Markets, Bloomberg, Fixed Income, Capital Markets, Asset Managment, Financial Advisory, Analysis, Research, Risk Management, Hedge Funds, Fixed Annuities, Retirement Planning, Strategic Financial..., Fund Of Funds
Education
Eastern Michigan University
B.B.A., Finance
Walsh College
M.S., Finance
Terry (hartmann) sydejko Terry (hartmann) sydejko's H&R Block Financial Advisors Experience January 2015 - Present
Job Designer,, party planner, pet care provider, art teacher at self employed
Industry Individual & Family Services
Experience
H&R Block Financial Advisors January 2015 - Present
Henry Mayo Newhall Memorial Hospital March 2014 - Present
self employed January 1986 - Present
Freelance floral designer June 2012 - January 2015
self/free lance January 1987 - January 2015
Maid to Design January 2008 - September 2010
Saugus Union School District August 1995 - May 2002
Skills
Computer Graphics, public speaker/coach, PE teacher/Art and Art..., artist in oil, acrylic,..., Residential Design, excellent selling and..., Positive Team Player, Hands-on Problem Solver, Marketing Strategy, dog trainer, Floral Design, Sales, Advertising, Interior Design
Education
College of the Canyons 1987 — 1989
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, aa
Fashion Institute of Design & Merchandising 1984 — 1986
AA, Interior Design, A
University of California, Los Angeles 1980 — 1981
clinical psychology, psychology
Pasadena City College 1978 — 1980
only went for one year, fashion illustration, a
Glendale Community College 1976 — 1978
AA, general studies
H&R Block Financial Advisors January 2015 - Present
Henry Mayo Newhall Memorial Hospital March 2014 - Present
self employed January 1986 - Present
Freelance floral designer June 2012 - January 2015
self/free lance January 1987 - January 2015
Maid to Design January 2008 - September 2010
Saugus Union School District August 1995 - May 2002
Skills
Computer Graphics, public speaker/coach, PE teacher/Art and Art..., artist in oil, acrylic,..., Residential Design, excellent selling and..., Positive Team Player, Hands-on Problem Solver, Marketing Strategy, dog trainer, Floral Design, Sales, Advertising, Interior Design
Education
College of the Canyons 1987 — 1989
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, aa
Fashion Institute of Design & Merchandising 1984 — 1986
AA, Interior Design, A
University of California, Los Angeles 1980 — 1981
clinical psychology, psychology
Pasadena City College 1978 — 1980
only went for one year, fashion illustration, a
Glendale Community College 1976 — 1978
AA, general studies
Craig Wisness Craig Wisness's H&R Block Financial Advisors Experience May 2008 - September 2008
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2008 - Present
H&R Block Financial Advisors May 2008 - September 2008
Wachovia Securities Financial Network January 2004 - May 2008
Prudential Securities January 1997 - January 2004
Education
Augsburg College 1968 — 1972
BS, Business Administration
Ameriprise Financial May 2008 - Present
H&R Block Financial Advisors May 2008 - September 2008
Wachovia Securities Financial Network January 2004 - May 2008
Prudential Securities January 1997 - January 2004
Education
Augsburg College 1968 — 1972
BS, Business Administration
Carl Rubin Carl Rubin's H&R Block Financial Advisors Experience July 2001 - May 2003
Job Qualifications Analyst
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) April 2014 - Present
FINRA (Formerly NASD) July 2003 - April 2014
H&R Block Financial Advisors July 2001 - May 2003
Skills
Series 7, FINRA, Compliance, Series 63, Securities, Equities, Mutual Funds, Fixed Income, Alternative Investments, Investment Advisory, Derivatives, Options, Financial Markets, Investments, Capital Markets, Finance
Education
Florida State University 1997 — 2001
B.S., Finance
Financial Industry Regulatory Authority (FINRA) April 2014 - Present
FINRA (Formerly NASD) July 2003 - April 2014
H&R Block Financial Advisors July 2001 - May 2003
Skills
Series 7, FINRA, Compliance, Series 63, Securities, Equities, Mutual Funds, Fixed Income, Alternative Investments, Investment Advisory, Derivatives, Options, Financial Markets, Investments, Capital Markets, Finance
Education
Florida State University 1997 — 2001
B.S., Finance
Ron Kasnow, SPHR Ron Kasnow, SPHR's H&R Block Financial Advisors Experience June 2006 - December 2008
Job Human Resources Business Partner at North American Bancard
Industry Financial Services
Experience
North American Bancard June 2015 - Present
Michigan State University June 2014 - May 2015
Trinity Health (HQ Michigan) February 2012 - June 2014
Coldwell Banker Weir Manuel May 2011 - January 2012
FutureNet Group, Inc. February 2011 - May 2011
Ameriprise Financial Services, Inc. (Formerly H&R Block Financial Advisors) December 2008 - December 2009
H&R Block Financial Advisors June 2006 - December 2008
Allstate Insurance May 1988 - June 2006
Skills
Talent Acquisition, Talent Management, Change Management, Personnel Management, Employee Training, Employee Relations, Succession Planning, Deferred Compensation, Onboarding, Performance Management, HRIS, Employee Benefits, Human Resources, Recruiting, Organizational..., Workforce Planning, Employee Engagement, Employment Law, Interviews, Training, Leadership, Sourcing, Management, Organizational..., Leadership Development, Organizational Design, Policy, College Recruiting, New Hire Orientations, Applicant Tracking..., HR Policies, Screening, FMLA, HR Consulting
Education
Michigan State University
B.A., Advertising
Baker College Center for Graduate Studies
HR Management (Some coursework completed)
North American Bancard June 2015 - Present
Michigan State University June 2014 - May 2015
Trinity Health (HQ Michigan) February 2012 - June 2014
Coldwell Banker Weir Manuel May 2011 - January 2012
FutureNet Group, Inc. February 2011 - May 2011
Ameriprise Financial Services, Inc. (Formerly H&R Block Financial Advisors) December 2008 - December 2009
H&R Block Financial Advisors June 2006 - December 2008
Allstate Insurance May 1988 - June 2006
Skills
Talent Acquisition, Talent Management, Change Management, Personnel Management, Employee Training, Employee Relations, Succession Planning, Deferred Compensation, Onboarding, Performance Management, HRIS, Employee Benefits, Human Resources, Recruiting, Organizational..., Workforce Planning, Employee Engagement, Employment Law, Interviews, Training, Leadership, Sourcing, Management, Organizational..., Leadership Development, Organizational Design, Policy, College Recruiting, New Hire Orientations, Applicant Tracking..., HR Policies, Screening, FMLA, HR Consulting
Education
Michigan State University
B.A., Advertising
Baker College Center for Graduate Studies
HR Management (Some coursework completed)
Ernie (Ernest R.) Smith Ernie (Ernest R.) Smith's H&R Block Financial Advisors Experience February 2004 - November 2008
Job VP Technology at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial November 2008 - Present
H&R Block Financial Advisors February 2004 - November 2008
H&R Block 2004 - 2008
Smith Associates January 2003 - January 2004
Advest, Inc. 1993 - December 2002
Aetna Life and Casualty 1990 - 1993
CIGNA 1984 - 1990
IBM 1977 - 1984
Skills
Strategic Planning, Financial Services, Portfolio Management, Risk Management, Vendor Management, Leadership, Process Improvement, Business Analysis, Project Management, IT Strategy, Management, Business Intelligence, Integration, SDLC, Analytics, Business Process..., Project Portfolio..., Program Management, Strategy, PMO, Disaster Recovery, Change Management, Finance, Product Management, CRM, Information Technology, Outsourcing, Marketing, Team Leadership, Cross-functional Team..., Management Consulting, Mergers & Acquisitions, Start-ups, Governance, Banking, Strategic Financial..., Analysis, Insurance, Business Development, Business Process, IT Management, Enterprise Architecture
Education
Heidelberg University 1973 — 1977
BA, Theology
Tolland High School 1969 — 1973
Ameriprise Financial November 2008 - Present
H&R Block Financial Advisors February 2004 - November 2008
H&R Block 2004 - 2008
Smith Associates January 2003 - January 2004
Advest, Inc. 1993 - December 2002
Aetna Life and Casualty 1990 - 1993
CIGNA 1984 - 1990
IBM 1977 - 1984
Skills
Strategic Planning, Financial Services, Portfolio Management, Risk Management, Vendor Management, Leadership, Process Improvement, Business Analysis, Project Management, IT Strategy, Management, Business Intelligence, Integration, SDLC, Analytics, Business Process..., Project Portfolio..., Program Management, Strategy, PMO, Disaster Recovery, Change Management, Finance, Product Management, CRM, Information Technology, Outsourcing, Marketing, Team Leadership, Cross-functional Team..., Management Consulting, Mergers & Acquisitions, Start-ups, Governance, Banking, Strategic Financial..., Analysis, Insurance, Business Development, Business Process, IT Management, Enterprise Architecture
Education
Heidelberg University 1973 — 1977
BA, Theology
Tolland High School 1969 — 1973
Dennis Mocarski Dennis Mocarski's H&R Block Financial Advisors Experience September 1993 - September 2001
Job Regional DirectorMidwest Region at PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors July 2014 - Present
PNC Capital Advisors August 2013 - July 2014
PNC Institutional Investments September 2009 - August 2013
Allegiant Asset Management May 2008 - October 2009
Fifth Third Bank October 2002 - May 2008
H&R Block Financial Advisors September 1993 - September 2001
Olde Discount stockbrokers (HRBFA) 1993 - 2001
Skills
Portfolio Management, Investments, Securities, Equities, Series 7, Asset Allocation, Fixed Income, Hedge Funds, Derivatives, Banking
Education
Auburn University 1988 — 1992
B.S., Finance
PNC Capital Advisors July 2014 - Present
PNC Capital Advisors August 2013 - July 2014
PNC Institutional Investments September 2009 - August 2013
Allegiant Asset Management May 2008 - October 2009
Fifth Third Bank October 2002 - May 2008
H&R Block Financial Advisors September 1993 - September 2001
Olde Discount stockbrokers (HRBFA) 1993 - 2001
Skills
Portfolio Management, Investments, Securities, Equities, Series 7, Asset Allocation, Fixed Income, Hedge Funds, Derivatives, Banking
Education
Auburn University 1988 — 1992
B.S., Finance
Spiro J. Garbis Spiro J. Garbis's H&R Block Financial Advisors Experience April 2003 - December 2008
Job Financial Advisor | Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2009 - Present
H&R Block Financial Advisors April 2003 - December 2008
Wachovia Securities Financial Network April 1992 - March 2003
Education
Bachelor of Arts in Economics from Eastern Illinois University in Charleston, IL
Diploma, York High School, Elmhurst, IL, 1982-1986
Ameriprise Financial Services, Inc. January 2009 - Present
H&R Block Financial Advisors April 2003 - December 2008
Wachovia Securities Financial Network April 1992 - March 2003
Education
Bachelor of Arts in Economics from Eastern Illinois University in Charleston, IL
Diploma, York High School, Elmhurst, IL, 1982-1986
Sandra Mirek Sandra Mirek's H&R Block Financial Advisors Experience 1998 - 2002
Job Senior Manager at Scotiabank
Industry Banking
Experience
The Bank of Nova Scotia aka Scotiabank 2008 - Present
Fifth Third Bank 2002 - 2008
H&R Block Financial Advisors 1998 - 2002
CMS Energy 1993 - 1999
Skills
Cash Management, Treasury Management, Liquidity Management, FX, Derivatives, Hedging, Money Market, Fixed Income, Liquidity, Corporate Treasury, Interest Rate Risk..., FX Options, Certified Treasury..., Commercial Banking, Finance, Treasury, Trade Finance, Banking, Financial Risk, Credit Risk, Financial Analysis, Credit, Risk Management
Education
Eastern Michigan University
Bachelor of Business Administration, Finance major
Our Lady of Mercy High School
The Bank of Nova Scotia aka Scotiabank 2008 - Present
Fifth Third Bank 2002 - 2008
H&R Block Financial Advisors 1998 - 2002
CMS Energy 1993 - 1999
Skills
Cash Management, Treasury Management, Liquidity Management, FX, Derivatives, Hedging, Money Market, Fixed Income, Liquidity, Corporate Treasury, Interest Rate Risk..., FX Options, Certified Treasury..., Commercial Banking, Finance, Treasury, Trade Finance, Banking, Financial Risk, Credit Risk, Financial Analysis, Credit, Risk Management
Education
Eastern Michigan University
Bachelor of Business Administration, Finance major
Our Lady of Mercy High School
Bruce Wingrove, MBA, CRPC®'s H&R Block Financial Advisors Experience December 1999 - November 2008
Job Private Wealth Advisor, Managing Director
Industry Investment Management
Experience
Ameriprise Financial November 2008 - Present
H&R Block Financial Advisors December 1999 - November 2008
Education
Brigham Young University 1992 — 1994
MBA, Master of Business Administration
Brigham Young University 1987 — 1992
BACHELOR, Psychology
Ameriprise Financial November 2008 - Present
H&R Block Financial Advisors December 1999 - November 2008
Education
Brigham Young University 1992 — 1994
MBA, Master of Business Administration
Brigham Young University 1987 — 1992
BACHELOR, Psychology
Jennifer McCallion Jennifer McCallion's H&R Block Financial Advisors Experience 2001 - 2008
Job Treasury Analyst at Ameriprise Advisor Services, Inc
Industry Financial Services
Experience
Ameriprise Advisor Service, Inc October 2008 - 2009
Ameriprise Advisor Services, Inc. 2008 - 2009
H&R Block Financial Advisors 2001 - 2008
Olde Discount Brokerage 1996 - 2001
Olde Discount 1996 - 1998
Education
Eastern Michigan University
BA, Accounting
Ameriprise Advisor Service, Inc October 2008 - 2009
Ameriprise Advisor Services, Inc. 2008 - 2009
H&R Block Financial Advisors 2001 - 2008
Olde Discount Brokerage 1996 - 2001
Olde Discount 1996 - 1998
Education
Eastern Michigan University
BA, Accounting
Marc S. Pico, CFP® Marc S. Pico, CFP®'s H&R Block Financial Advisors Experience June 1996 - August 1997
Job CERTIFIED FINANCIAL PLANNER™ at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2011 - Present
MassMutual Financial Group January 2010 - June 2011
Lenox Advisors (MassMutual) April 2005 - December 2009
JPMorgan Chase April 2003 - April 2005
UBS August 1997 - April 2003
H&R Block Financial Advisors June 1996 - August 1997
Skills
Certified Financial..., Wealth Management, Retirement Planning, Asset Management, Asset Allocation, Portfolio Management, Estate Planning, Risk Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Property & Casualty..., Medicare, Health Insurance, Employee Benefits, Series 24, Series 53, Series 7, Series 65, Series 63, Series 52, Series 3, Financial Advisory, Financial Planners, Retirement, Securities, FINRA, Strategic Financial...
Education
College for Financial Planning 2000 — 2002
CFP Professional Education Program, Financial Planning and Services
Seton Hall University 1992 — 1996
Bachelor of Arts (B.A.), Economics and Political Science
Ranney Prep School 1982 — 1992
High School
LPL Financial June 2011 - Present
MassMutual Financial Group January 2010 - June 2011
Lenox Advisors (MassMutual) April 2005 - December 2009
JPMorgan Chase April 2003 - April 2005
UBS August 1997 - April 2003
H&R Block Financial Advisors June 1996 - August 1997
Skills
Certified Financial..., Wealth Management, Retirement Planning, Asset Management, Asset Allocation, Portfolio Management, Estate Planning, Risk Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Property & Casualty..., Medicare, Health Insurance, Employee Benefits, Series 24, Series 53, Series 7, Series 65, Series 63, Series 52, Series 3, Financial Advisory, Financial Planners, Retirement, Securities, FINRA, Strategic Financial...
Education
College for Financial Planning 2000 — 2002
CFP Professional Education Program, Financial Planning and Services
Seton Hall University 1992 — 1996
Bachelor of Arts (B.A.), Economics and Political Science
Ranney Prep School 1982 — 1992
High School
Thomas Schramm's H&R Block Financial Advisors Experience February 1993 - January 2001
Job Merchandiser at Driveline Retail Merchandising, Inc.
Industry Management Consulting
Experience
Driveline Retail Merchandising, Inc. April 2012 - Present
Self Employed 2006 - May 2012
Measurement Incorporated February 2003 - December 2010
Professional Education Services Group 2005 - 2010
Development Dimensions International April 2008 - August 2008
Hazel Park Public Schools August 2004 - June 2005
Huron Academy 2001 - 2002
H&R Block Financial Advisors February 1993 - January 2001
Skills
Accounting, Financial Statements, Strategic Planning, Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Strategic Financial..., Sales Management, Business Strategy, Insurance, Budgets, Training, Research, Customer Service, Data Analysis, Team Building, Management, Financial Analysis, Credit, Mutual Funds, Team Leadership, Leadership, Banking, Financial Planning
Education
Wayne State University 1997 — 2005
MA, Secondary Education: Business & Social Studies
Eastern Michigan University 1985 — 1989
BA, Finance
United States Military Academy at West Point 1984 — 1985
Driveline Retail Merchandising, Inc. April 2012 - Present
Self Employed 2006 - May 2012
Measurement Incorporated February 2003 - December 2010
Professional Education Services Group 2005 - 2010
Development Dimensions International April 2008 - August 2008
Hazel Park Public Schools August 2004 - June 2005
Huron Academy 2001 - 2002
H&R Block Financial Advisors February 1993 - January 2001
Skills
Accounting, Financial Statements, Strategic Planning, Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Strategic Financial..., Sales Management, Business Strategy, Insurance, Budgets, Training, Research, Customer Service, Data Analysis, Team Building, Management, Financial Analysis, Credit, Mutual Funds, Team Leadership, Leadership, Banking, Financial Planning
Education
Wayne State University 1997 — 2005
MA, Secondary Education: Business & Social Studies
Eastern Michigan University 1985 — 1989
BA, Finance
United States Military Academy at West Point 1984 — 1985
Edwin C. Mayer, CRPC ®, AAMS®, CLTC's H&R Block Financial Advisors Experience January 2003 - November 2005
Job Financial Advisor at Ameriprise Advisors
Industry Financial Services
Experience
Ameriprise Advisors November 2005 - Present
H&R Block Financial Advisors January 2003 - November 2005
Skills
Strategic Financial..., Investments, Retirement Planning, Retirement, Wealth, Retirement Income..., Financial Planning, Wealth Preservation..., Series 7, Series 63, Uniform Combined State..., Wealth Management, Mutual Funds, Insurance, Finance, Financial Advisory, Asset Allocation, Estate Planning, Investment Strategies, Investment Advisory, Securities, Life Insurance, Financial Services, Asset Management, Equities, Investment Management, Fixed Income, IRAs, Bonds, Long-term Care, 401k Rollovers, ETFs, Long Term Care Insurance, High Net Worth...
Education
Emory University 1977 — 1981
B.A., Government/History
North Hunterdon High School
Ameriprise Advisors November 2005 - Present
H&R Block Financial Advisors January 2003 - November 2005
Skills
Strategic Financial..., Investments, Retirement Planning, Retirement, Wealth, Retirement Income..., Financial Planning, Wealth Preservation..., Series 7, Series 63, Uniform Combined State..., Wealth Management, Mutual Funds, Insurance, Finance, Financial Advisory, Asset Allocation, Estate Planning, Investment Strategies, Investment Advisory, Securities, Life Insurance, Financial Services, Asset Management, Equities, Investment Management, Fixed Income, IRAs, Bonds, Long-term Care, 401k Rollovers, ETFs, Long Term Care Insurance, High Net Worth...
Education
Emory University 1977 — 1981
B.A., Government/History
North Hunterdon High School
Ken Kruss Ken Kruss's H&R Block Financial Advisors Experience July 1996 - January 2001
Job Wealth Manager
Industry Financial Services
Experience
Kruss Investment Services May 2007 - Present
Woodbury Financial Services May 2007 - Present
Smith Barney January 2001 - May 2007
H&R Block Financial Advisors July 1996 - January 2001
Olde Discount Stockbrokers 1996 - 2001
Skills
Insurance, Long Term Care, Financial Planning, Long-term Care, Strategic Financial..., Estate Planning, Asset Allocation, 401k, Investments, Financial Services, Financial Advisory, Finance, Financial Planners, Life Insurance, Retirement, Retirement Planning, Securities, Investment Advisory, Series 7
Education
Illinois State University 1994 — 1996
Bachelor, Finance
Southern Illinois University, Carbondale 1992 — 1994
Aviation
Harper College 1991 — 1992
Business
Kruss Investment Services May 2007 - Present
Woodbury Financial Services May 2007 - Present
Smith Barney January 2001 - May 2007
H&R Block Financial Advisors July 1996 - January 2001
Olde Discount Stockbrokers 1996 - 2001
Skills
Insurance, Long Term Care, Financial Planning, Long-term Care, Strategic Financial..., Estate Planning, Asset Allocation, 401k, Investments, Financial Services, Financial Advisory, Finance, Financial Planners, Life Insurance, Retirement, Retirement Planning, Securities, Investment Advisory, Series 7
Education
Illinois State University 1994 — 1996
Bachelor, Finance
Southern Illinois University, Carbondale 1992 — 1994
Aviation
Harper College 1991 — 1992
Business
Kelly Lynch Kelly Lynch's H&R Block Financial Advisors Experience December 2002 - February 2005
Job Business Technology Solution Designer
Industry Information Technology and Services
Experience
Parnell Veterinary Pharmaceuticals January 2015 - Present
Dairy Farmers of America October 2010 - January 2014
LynchNet IT Consulting 2005 - 2011
Affiliated Acceptance Corporation January 2010 - June 2010
UPAC 2005 - 2009
ActionPix, LLC 2000 - 2007
VML February 2005 - August 2005
H&R Block Financial Advisors December 2002 - February 2005
Sprint PCS August 2001 - November 2002
Xceligent, Inc April 2000 - June 2001
Skills
CRM, Business Analysis, Program Management, SDLC, Business Intelligence, Agile Methodologies, Microsoft SQL Server, Integration, SharePoint, Cross-functional Team..., Software Development, User Experience, SQL, Process Improvement, Web Applications, Management, Team Building, Scrum, IT Management, CMS, Telecommunications, Project Planning, Vendor Management, Databases, Visio, Project Management, Leadership
Education
Neuroleadership Institute 2013 — 2013
Certificate Foundations of Neuroleadership, Neuroleadership
Colorado Technical University 2004 — 2005
Master of Science in Managment, Information Technology Management
Troy University 1995 — 1997
Bachelor of Science, Computer Information Science, Accounting
Parnell Veterinary Pharmaceuticals January 2015 - Present
Dairy Farmers of America October 2010 - January 2014
LynchNet IT Consulting 2005 - 2011
Affiliated Acceptance Corporation January 2010 - June 2010
UPAC 2005 - 2009
ActionPix, LLC 2000 - 2007
VML February 2005 - August 2005
H&R Block Financial Advisors December 2002 - February 2005
Sprint PCS August 2001 - November 2002
Xceligent, Inc April 2000 - June 2001
Skills
CRM, Business Analysis, Program Management, SDLC, Business Intelligence, Agile Methodologies, Microsoft SQL Server, Integration, SharePoint, Cross-functional Team..., Software Development, User Experience, SQL, Process Improvement, Web Applications, Management, Team Building, Scrum, IT Management, CMS, Telecommunications, Project Planning, Vendor Management, Databases, Visio, Project Management, Leadership
Education
Neuroleadership Institute 2013 — 2013
Certificate Foundations of Neuroleadership, Neuroleadership
Colorado Technical University 2004 — 2005
Master of Science in Managment, Information Technology Management
Troy University 1995 — 1997
Bachelor of Science, Computer Information Science, Accounting
Matthew Turnbull, CIMA, CMFC (313) 410-7017's H&R Block Financial Advisors Experience June 1994 - May 2000
Job Director, Wealth Management Investment Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
PNC Institutional Investments April 2012 - February 2014
Morgan Stanley Smith Barney June 2010 - December 2011
Morgan Stanley Smith Barney June 2007 - June 2010
Morgan Stanley June 2002 - 2007
Morgan Stanley June 2000 - June 2002
H&R Block Financial Advisors June 1994 - May 2000
U.S. Army/Michigan National Guard January 1987 - January 1993
Skills
Asset Allocation, Asset Management, Series 7, Wealth Management, Mutual Funds, Sales Management, Series 24, New Business Development, Business Strategy, Change Management, Alternative Investments, Separately Managed..., Series 3, Series 8, Fixed Income, Team Building, Risk Management, Fiduciary Liability, Direct Sales, mutual fund sales, Wire House Branch..., Wholesale Sales, Wholesaling, Pension Systems, Pensions, Pension Funds, Community Foundations, Foundation investment, Private Foundations, Endowment Funds, Trust Management, Institutional..., Taft-Hartley, Nonprofits
Education
Michigan State University 1986 — 1992
BS, Multi-Disciplinary Program
University of Pennsylvania-Wharton School 2007 — 2008
Certified Investment Manager Analyst, Executive Education
College for Financial Planning 2009 — 2009
CMFC-Chartered Mutual Fund Counselor
GP South 1982 — 1986
TIAA-CREF March 2014 - Present
PNC Institutional Investments April 2012 - February 2014
Morgan Stanley Smith Barney June 2010 - December 2011
Morgan Stanley Smith Barney June 2007 - June 2010
Morgan Stanley June 2002 - 2007
Morgan Stanley June 2000 - June 2002
H&R Block Financial Advisors June 1994 - May 2000
U.S. Army/Michigan National Guard January 1987 - January 1993
Skills
Asset Allocation, Asset Management, Series 7, Wealth Management, Mutual Funds, Sales Management, Series 24, New Business Development, Business Strategy, Change Management, Alternative Investments, Separately Managed..., Series 3, Series 8, Fixed Income, Team Building, Risk Management, Fiduciary Liability, Direct Sales, mutual fund sales, Wire House Branch..., Wholesale Sales, Wholesaling, Pension Systems, Pensions, Pension Funds, Community Foundations, Foundation investment, Private Foundations, Endowment Funds, Trust Management, Institutional..., Taft-Hartley, Nonprofits
Education
Michigan State University 1986 — 1992
BS, Multi-Disciplinary Program
University of Pennsylvania-Wharton School 2007 — 2008
Certified Investment Manager Analyst, Executive Education
College for Financial Planning 2009 — 2009
CMFC-Chartered Mutual Fund Counselor
GP South 1982 — 1986
Curtis Clauser's H&R Block Financial Advisors Experience December 2003 - November 2008
Job Licensed Financial Specialist at PNC
Industry Financial Services
Experience
PNC August 2015 - Present
Ameriprise Financial Advisors November 2008 - January 2015
H&R Block Financial Advisors December 2003 - November 2008
Smith Barney January 1996 - October 2003
US. Air Force April 1985 - April 1995
Skills
Notary Public, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Bonds, Stocks, Personal Finance, Financial Risk, Series 7, Wealth Management, Financial Advisory, Securities, Estate Planning, Strategic Financial..., Equities, Uniform Combined State..., Series 63, Series 65, IRAs, Insurance, Finance, Retirement, Portfolio Management, Leadership, Financial Services, Investment Advisory, Marketing, Asset Management, Financial Planning, Microsoft Office, Management, Microsoft Excel, Process Improvement
Education
Community College of the Air Force 1985 — 1995
PNC August 2015 - Present
Ameriprise Financial Advisors November 2008 - January 2015
H&R Block Financial Advisors December 2003 - November 2008
Smith Barney January 1996 - October 2003
US. Air Force April 1985 - April 1995
Skills
Notary Public, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Bonds, Stocks, Personal Finance, Financial Risk, Series 7, Wealth Management, Financial Advisory, Securities, Estate Planning, Strategic Financial..., Equities, Uniform Combined State..., Series 63, Series 65, IRAs, Insurance, Finance, Retirement, Portfolio Management, Leadership, Financial Services, Investment Advisory, Marketing, Asset Management, Financial Planning, Microsoft Office, Management, Microsoft Excel, Process Improvement
Education
Community College of the Air Force 1985 — 1995
Robert Becker Robert Becker's H&R Block Financial Advisors Experience January 2009 - May 2009
Job Workforce Advisor/Business Service Rep at State of Iowa, Iowa Workforce Development, Division of Labor Services
Industry Government Administration
Experience
State of Iowa, Iowa Workforce Development, Division of Labor Services January 2007 - Present
Northwest Iowa Community College May 2009 - March 2011
H&R Block Financial Advisors January 2009 - May 2009
Farm Bureau Financial Services June 2000 - December 2006
Clay Central/Everly Community Schools June 1993 - July 2000
Skills
Training, Public Speaking, Grant Writing, Career Counseling, Customer Service, Human Resources, Teaching, Resume Writing, Leadership Development, Community Outreach, Program Management, Event Planning, Nonprofits, Conflict Resolution, Microsoft Excel, Marketing, Public Relations, Adult Education, Microsoft Word, Strategic Planning, Workshop Facilitation, Press Releases, Time Management, Sales Presentations, Public Administration, Direct Sales, Translation, Educational Leadership, College Teaching, Strategic Financial..., Spanish-speaking, Hands-on Training, Language Services, Email Clients, Public Sector, Educational Management, Collaborative Problem..., Employment Counselor, Computer Proficiency, OSHA, Interviews, Team Building
Education
Drake University 1984 — 1986
Masters, Educational Administration and Supervision
Minnesota State University, Mankato 1971 — 1976
Bachelors, Foreign Language Teacher Education, History
State of Iowa, Iowa Workforce Development, Division of Labor Services January 2007 - Present
Northwest Iowa Community College May 2009 - March 2011
H&R Block Financial Advisors January 2009 - May 2009
Farm Bureau Financial Services June 2000 - December 2006
Clay Central/Everly Community Schools June 1993 - July 2000
Skills
Training, Public Speaking, Grant Writing, Career Counseling, Customer Service, Human Resources, Teaching, Resume Writing, Leadership Development, Community Outreach, Program Management, Event Planning, Nonprofits, Conflict Resolution, Microsoft Excel, Marketing, Public Relations, Adult Education, Microsoft Word, Strategic Planning, Workshop Facilitation, Press Releases, Time Management, Sales Presentations, Public Administration, Direct Sales, Translation, Educational Leadership, College Teaching, Strategic Financial..., Spanish-speaking, Hands-on Training, Language Services, Email Clients, Public Sector, Educational Management, Collaborative Problem..., Employment Counselor, Computer Proficiency, OSHA, Interviews, Team Building
Education
Drake University 1984 — 1986
Masters, Educational Administration and Supervision
Minnesota State University, Mankato 1971 — 1976
Bachelors, Foreign Language Teacher Education, History
Matthew Goldstein Matthew Goldstein's H&R Block Financial Advisors Experience June 1995 - October 2008
Job Vice President Private Client Group
Industry Financial Services
Experience
US Bancorp April 2012 - Present
Ameriprise Financial Services, Inc. February 2011 - April 2012
Ameriprise Financial August 2008 - March 2009
H&R Block Financial Advisors June 1995 - October 2008
Skills
Series 7, Series 63, Securities, Mutual Funds, Investments, Series 24, Asset Allocation, Equities, Financial Advisory, Asset Managment, Wealth Management, Alternative Investments
Education
Florida State University 1991 — 1995
Bachelor of Science, Finance/ Multinational Business
Florida State University - College of Business 1991 — 1995
BS, Finance
US Bancorp April 2012 - Present
Ameriprise Financial Services, Inc. February 2011 - April 2012
Ameriprise Financial August 2008 - March 2009
H&R Block Financial Advisors June 1995 - October 2008
Skills
Series 7, Series 63, Securities, Mutual Funds, Investments, Series 24, Asset Allocation, Equities, Financial Advisory, Asset Managment, Wealth Management, Alternative Investments
Education
Florida State University 1991 — 1995
Bachelor of Science, Finance/ Multinational Business
Florida State University - College of Business 1991 — 1995
BS, Finance
Chris Rebman Chris Rebman's H&R Block Financial Advisors Experience August 1994 - May 1997
Job Relationship Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments November 2008 - Present
SEI March 2007 - October 2008
H & R Block Financial Advisors August 1994 - March 2007
H&R Block Financial Advisors August 1994 - May 1997
Skills
Mutual Funds, FINRA, Investments, Series 7, Customer Relations, Securities, ETFs, Equities, Series 24, Alternative Investments
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MBA, Management
Franklin & Marshall College 1989 — 1993
BA, Business Administration
SEI Investments November 2008 - Present
SEI March 2007 - October 2008
H & R Block Financial Advisors August 1994 - March 2007
H&R Block Financial Advisors August 1994 - May 1997
Skills
Mutual Funds, FINRA, Investments, Series 7, Customer Relations, Securities, ETFs, Equities, Series 24, Alternative Investments
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MBA, Management
Franklin & Marshall College 1989 — 1993
BA, Business Administration
William Phelps William Phelps's H&R Block Financial Advisors Experience February 2007 - October 2009
Job Registered Operations Leader at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. November 2010 - April 2015
Ameriprise Financial October 2009 - November 2010
H&R Block Financial Advisors February 2007 - October 2009
Skills
Series 7, CRPC, Financial Planning, Investments, Trading, Insurance, Mutual Funds, Securities, Financial Advisory, Retirement, Retirement Planning, Retirement Income..., Estate Planning, Wealth Management, Asset, Portfolio Management, Investment Advisory, Asset Management, Annuities, Saving for Education, 401k, Long Term Care, Asset Allocation, Strategic Financial..., Investment Strategies, Fixed Annuities, Uniform Combined State..., Series 63, Series 65, Series 24, FINRA, Long-term Care, Finance, Variable Annuities
Education
College for Financial Planning 2011 — 2012
B
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. November 2010 - April 2015
Ameriprise Financial October 2009 - November 2010
H&R Block Financial Advisors February 2007 - October 2009
Skills
Series 7, CRPC, Financial Planning, Investments, Trading, Insurance, Mutual Funds, Securities, Financial Advisory, Retirement, Retirement Planning, Retirement Income..., Estate Planning, Wealth Management, Asset, Portfolio Management, Investment Advisory, Asset Management, Annuities, Saving for Education, 401k, Long Term Care, Asset Allocation, Strategic Financial..., Investment Strategies, Fixed Annuities, Uniform Combined State..., Series 63, Series 65, Series 24, FINRA, Long-term Care, Finance, Variable Annuities
Education
College for Financial Planning 2011 — 2012
B
Steven King, MBA, CFP® Steven King, MBA, CFP®'s H&R Block Financial Advisors Experience December 2000 - October 2008
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2008 - Present
H&R Block Financial Advisors December 2000 - October 2008
Olde Financial 1994 - 2000
Education
Roosevelt University 1999 — 2001
Masters of Business Adminstration, Finance
Eastern Illinois University 1989 — 1991
Bachelor of Science, Finance, Economics
Ameriprise Financial Services, Inc. October 2008 - Present
H&R Block Financial Advisors December 2000 - October 2008
Olde Financial 1994 - 2000
Education
Roosevelt University 1999 — 2001
Masters of Business Adminstration, Finance
Eastern Illinois University 1989 — 1991
Bachelor of Science, Finance, Economics
Eric Mayo Eric Mayo's H&R Block Financial Advisors Experience September 2001 - September 2002
Job Business Manager at Rudolph Community and Care
Industry Environmental Services
Experience
Mayotopia, LLC January 2014 - Present
Rudolph Community and Care June 2014 - December 2014
Care Options Network October 2013 - February 2014
Patient Pathways by DaVita January 2012 - August 2013
Fresenius Medical Care February 2004 - May 2009
Fresenius Medical Care January 2003 - February 2004
H&R Block Financial Advisors September 2001 - September 2002
Foster Klima & Company February 1999 - September 2001
ACR Homes October 1998 - February 1999
Skills
Customer Service, Insurance, Sales, Healthcare Management, Medical Billing, Process Improvement, Leadership, Microsoft Office, Public Speaking, Data Analysis, Training, Troubleshooting, Healthcare, Management, Microsoft Word, Research, Program Management
Education
Bethel Theological Seminary 1996 — 1998
Graduate Certificates, Bibical & Theological Studies
Cornell College 1988 — 1992
B.A., Economics & Business, Politics
Anoka High School
Mayotopia, LLC January 2014 - Present
Rudolph Community and Care June 2014 - December 2014
Care Options Network October 2013 - February 2014
Patient Pathways by DaVita January 2012 - August 2013
Fresenius Medical Care February 2004 - May 2009
Fresenius Medical Care January 2003 - February 2004
H&R Block Financial Advisors September 2001 - September 2002
Foster Klima & Company February 1999 - September 2001
ACR Homes October 1998 - February 1999
Skills
Customer Service, Insurance, Sales, Healthcare Management, Medical Billing, Process Improvement, Leadership, Microsoft Office, Public Speaking, Data Analysis, Training, Troubleshooting, Healthcare, Management, Microsoft Word, Research, Program Management
Education
Bethel Theological Seminary 1996 — 1998
Graduate Certificates, Bibical & Theological Studies
Cornell College 1988 — 1992
B.A., Economics & Business, Politics
Anoka High School
Mike McCaw Mike McCaw's H&R Block Financial Advisors Experience 2004 - 2008
Job CRPC®, Financial Advisor, Assoc VP McCaw & Associates, A financial advisor practice of Ameriprise Financial Services,Inc
Industry Investment Management
Experience
Ameriprise Financial 2004 - Present
H&R Block Financial Advisors 2004 - 2008
Wachovia Securities, LLC 1990 - 2004
Paine Webber 1986 - 1990
Education
Bowling Green State University 1982 — 1986
BA, Business Administration
College for Financial Planning
CRPC® and APMA ®
Ameriprise Financial 2004 - Present
H&R Block Financial Advisors 2004 - 2008
Wachovia Securities, LLC 1990 - 2004
Paine Webber 1986 - 1990
Education
Bowling Green State University 1982 — 1986
BA, Business Administration
College for Financial Planning
CRPC® and APMA ®
Deron Shymkewich, CFP, CRPC Deron Shymkewich, CFP, CRPC's H&R Block Financial Advisors Experience 2000 - 2008
Job Vice President of Investments at Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC January 2012 - Present
Ameriprise Financial Services, Inc. 2009 - 2011
H&R Block Financial Advisors 2000 - 2008
Skills
Retirement Planning, Saving for Education, Series 7, Wealth Management, Investment Advisory, Investments, Financial Advisory, Asset Allocation, Mutual Funds, Estate Planning, Strategic Financial..., Employee Stock Options, Retirement
Education
College for Financial Planning 2000 — 2001
CFP, Financial & Retirement Planning
North Central College 1992 — 1993
BA, Finance
Upstream Investment Partners, LLC January 2012 - Present
Ameriprise Financial Services, Inc. 2009 - 2011
H&R Block Financial Advisors 2000 - 2008
Skills
Retirement Planning, Saving for Education, Series 7, Wealth Management, Investment Advisory, Investments, Financial Advisory, Asset Allocation, Mutual Funds, Estate Planning, Strategic Financial..., Employee Stock Options, Retirement
Education
College for Financial Planning 2000 — 2001
CFP, Financial & Retirement Planning
North Central College 1992 — 1993
BA, Finance
Dave Hoppe Dave Hoppe's H&R Block Financial Advisors Experience 2006 - 2008
Job Vice President, Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2008 - Present
H&R Block Financial Advisors 2006 - 2008
Smith Barney 1998 - 2006
GE Lighting 1993 - 1998
Sterling Health 1992 - 1994
Fist Brokerage 1990 - 1991
Education
Carleton College 1985 — 1989
BA, History
Watertown-Mayer High School 1980 — 1989
Charles Schwab June 2008 - Present
H&R Block Financial Advisors 2006 - 2008
Smith Barney 1998 - 2006
GE Lighting 1993 - 1998
Sterling Health 1992 - 1994
Fist Brokerage 1990 - 1991
Education
Carleton College 1985 — 1989
BA, History
Watertown-Mayer High School 1980 — 1989
Kimberlee Levy Kimberlee Levy's H&R Block Financial Advisors Experience 1999 - 2001
Job Advisory Board Member at Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Concorde Investment Services April 2013 - Present
CIG Corp. January 2009 - April 2013
Munder Capital Management 2001 - 2008
H&R Block Financial Advisors 1999 - 2001
Skills
FINRA, Securities, Compliance, Series 7, Series 24, Series 4, Securities Regulation, AML, Investments, Alternative Investments, Investment Advisory, Mutual Funds
Education
DePaul University College of Law 1996 — 1999
Juris Doctor, Law
Michigan State University 1992 — 1996
Bachelor of Arts, Sociology
Charles Schwab March 2015 - Present
Concorde Investment Services April 2013 - Present
CIG Corp. January 2009 - April 2013
Munder Capital Management 2001 - 2008
H&R Block Financial Advisors 1999 - 2001
Skills
FINRA, Securities, Compliance, Series 7, Series 24, Series 4, Securities Regulation, AML, Investments, Alternative Investments, Investment Advisory, Mutual Funds
Education
DePaul University College of Law 1996 — 1999
Juris Doctor, Law
Michigan State University 1992 — 1996
Bachelor of Arts, Sociology
Barbara Stewart Barbara Stewart's H&R Block Financial Advisors Experience 2004 - 2006
Job President at Washington National Insurance Company
Industry Insurance
Experience
Washington National Insurance Company March 2013 - Present
Performance Matters Associates March 2013 - Present
HOPE 2010 - Present
Washington National, a Division of CNO Financial Group January 2006 - February 2013
H&R Block Financial Advisors 2004 - 2006
Washington Square Securities, Inc., an ING Broker-Dealer January 2001 - December 2003
American Express Financial Advisors 1985 - 2000
Skills
Health Insurance, Employee Benefits, Marketing Strategy, Business Strategy, Mutual Funds, New Business Development, Financial Services, Wealth Management, Term Life Insurance, Investments, Investment Advisory, Account Management, Portfolio Management, Marketing, Relationship Management, Fixed Annuities, Retirement, Retirement Planning, Sales, Sales Management, Mergers & Acquisitions, Risk Management, Nonprofits, Life Insurance, Health Savings Accounts, Strategy, Long-term Care, Accident
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
Master of Business Administration (M.B.A.), Marketing & Finance
Massachusetts General Hospital Dietetic Internship
R.D.
University of Delaware
Bachelor of Science (B.S.), Nutrition Sciences
Washington National Insurance Company March 2013 - Present
Performance Matters Associates March 2013 - Present
HOPE 2010 - Present
Washington National, a Division of CNO Financial Group January 2006 - February 2013
H&R Block Financial Advisors 2004 - 2006
Washington Square Securities, Inc., an ING Broker-Dealer January 2001 - December 2003
American Express Financial Advisors 1985 - 2000
Skills
Health Insurance, Employee Benefits, Marketing Strategy, Business Strategy, Mutual Funds, New Business Development, Financial Services, Wealth Management, Term Life Insurance, Investments, Investment Advisory, Account Management, Portfolio Management, Marketing, Relationship Management, Fixed Annuities, Retirement, Retirement Planning, Sales, Sales Management, Mergers & Acquisitions, Risk Management, Nonprofits, Life Insurance, Health Savings Accounts, Strategy, Long-term Care, Accident
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
Master of Business Administration (M.B.A.), Marketing & Finance
Massachusetts General Hospital Dietetic Internship
R.D.
University of Delaware
Bachelor of Science (B.S.), Nutrition Sciences
Joseph Romanoski's H&R Block Financial Advisors Experience January 2000 - December 2008
Job Financial Advisor / Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2009 - Present
H&R Block Financial Advisors January 2000 - December 2008
Olde Discount Stockbrokers November 1994 - December 1999
Education
Florida State University - College of Business 1986 — 1990
BS, Management
Hamilton High West, Trenton, NJ 1982 — 1986
Ameriprise Financial Services, Inc. January 2009 - Present
H&R Block Financial Advisors January 2000 - December 2008
Olde Discount Stockbrokers November 1994 - December 1999
Education
Florida State University - College of Business 1986 — 1990
BS, Management
Hamilton High West, Trenton, NJ 1982 — 1986
Brenda Rodrigo Brenda Rodrigo's H&R Block Financial Advisors Experience June 2007 - March 2010
Job SECURITIES PROCESSING ANALYST at Citigroup Technology Inc.
Industry Financial Services
Experience
Citigroup Technology Inc. August 2014 - Present
Hodges University September 2009 - Present
. March 2010 - December 2013
H&R Block Financial Advisors June 2007 - March 2010
Bank of America November 2004 - December 2006
Gold Coast Capital Management December 1997 - August 2002
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Teamwork, Quickbooks, Redtail CRM Software, PeopleSoft SRM Software, Bi-Lingual..., Budgeting/Record Keeping, Efficient Communication..., Excellent Customer...
Education
Hodges University 2012 — 2014
Bachelor's degree, Accounting
Hodges University 2009 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Citigroup Technology Inc. August 2014 - Present
Hodges University September 2009 - Present
. March 2010 - December 2013
H&R Block Financial Advisors June 2007 - March 2010
Bank of America November 2004 - December 2006
Gold Coast Capital Management December 1997 - August 2002
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Teamwork, Quickbooks, Redtail CRM Software, PeopleSoft SRM Software, Bi-Lingual..., Budgeting/Record Keeping, Efficient Communication..., Excellent Customer...
Education
Hodges University 2012 — 2014
Bachelor's degree, Accounting
Hodges University 2009 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Promise Ziegler, M.S., Promise Ziegler, M.S.,'s H&R Block Financial Advisors Experience January 2000 - March 2001
Job User Experience Architect/Information Architect, Art Director
Industry Information Technology and Services
Experience
Various Organizations September 1998 - February 2015
Abbott Nutrition 2010 - 2011
City Staffing 2007 - 2011
The Warranty Group 2009 - 2009
New Control 2005 - 2006
Digital People 2004 - 2005
Aquent 2003 - 2004
Pitney Bowes 2003 - 2003
The Creative Group 2001 - 2002
H&R Block Financial Advisors January 2000 - March 2001
Skills
Web Design, Adobe Creative Suite, User Experience, Graphics, Interaction Design, Usability Testing, Graphic Design, User Interface Design, Information Architecture, User-centered Design, CSS, Mac, Brand Development, Web Development, Email Marketing, Prototyping, Multimedia, Experience Design, Wireframes, Usability, Branding & Identity, Storyboarding, CMYK, WYSIWYG layout tools, Wire Framing, User Interface, User Experience Design, User Research, Human Computer..., Information Design, Persona, Dreamweaver, InDesign, Visual Design, Creative Direction, Art Direction, Photoshop, Adobe Acrobat, Typography, Flash, Illustrator, Axure, Layout, Adobe Fireworks, Logo Design, Interactive Media, Visual Communication, Front-end, Corporate Identity, Concept Development
Education
DePaul University 2008 — 2011
MS
Schoolcraft College 2001 — 2004
Web Design Certificate Program
The School of the Art Institute of Chicago 1996 — 1998
BFA
Valparaiso University 1994 — 1996
Various Organizations September 1998 - February 2015
Abbott Nutrition 2010 - 2011
City Staffing 2007 - 2011
The Warranty Group 2009 - 2009
New Control 2005 - 2006
Digital People 2004 - 2005
Aquent 2003 - 2004
Pitney Bowes 2003 - 2003
The Creative Group 2001 - 2002
H&R Block Financial Advisors January 2000 - March 2001
Skills
Web Design, Adobe Creative Suite, User Experience, Graphics, Interaction Design, Usability Testing, Graphic Design, User Interface Design, Information Architecture, User-centered Design, CSS, Mac, Brand Development, Web Development, Email Marketing, Prototyping, Multimedia, Experience Design, Wireframes, Usability, Branding & Identity, Storyboarding, CMYK, WYSIWYG layout tools, Wire Framing, User Interface, User Experience Design, User Research, Human Computer..., Information Design, Persona, Dreamweaver, InDesign, Visual Design, Creative Direction, Art Direction, Photoshop, Adobe Acrobat, Typography, Flash, Illustrator, Axure, Layout, Adobe Fireworks, Logo Design, Interactive Media, Visual Communication, Front-end, Corporate Identity, Concept Development
Education
DePaul University 2008 — 2011
MS
Schoolcraft College 2001 — 2004
Web Design Certificate Program
The School of the Art Institute of Chicago 1996 — 1998
BFA
Valparaiso University 1994 — 1996
Chuck Hilliard Chuck Hilliard's H&R Block Financial Advisors Experience February 2002 - January 2006
Job Resident Director / Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2012 - Present
Merrill Lynch April 2010 - June 2012
Merrill Lynch January 2007 - April 2010
Morgan Stanley 2006 - 2007
H&R Block Financial Advisors February 2002 - January 2006
Merrill Lynch August 1996 - February 2002
Skills
Series 7, Series 63, Series 65, Series 24, CIMA, Mutual Funds, Alternative Investments, Financial Advisory, Marketing, Sales Management, Salesforce.com, Personal Financial..., Investment Strategies, Structured Investments, Investment Policy..., Series 9, Series 10, CA Life & Health..., Licensed Property &..., Sales Presentations, Institutional Sales, Wealth Management, Separately Managed..., Fixed Income, Asset Allocation, Wholesaler, Equities, Strategic Financial...
Education
California State University-Fullerton - College of Business and Economics 1992 — 1996
Bachelor of Arts (B.A.), Finance
Merrill Lynch August 2012 - Present
Merrill Lynch April 2010 - June 2012
Merrill Lynch January 2007 - April 2010
Morgan Stanley 2006 - 2007
H&R Block Financial Advisors February 2002 - January 2006
Merrill Lynch August 1996 - February 2002
Skills
Series 7, Series 63, Series 65, Series 24, CIMA, Mutual Funds, Alternative Investments, Financial Advisory, Marketing, Sales Management, Salesforce.com, Personal Financial..., Investment Strategies, Structured Investments, Investment Policy..., Series 9, Series 10, CA Life & Health..., Licensed Property &..., Sales Presentations, Institutional Sales, Wealth Management, Separately Managed..., Fixed Income, Asset Allocation, Wholesaler, Equities, Strategic Financial...
Education
California State University-Fullerton - College of Business and Economics 1992 — 1996
Bachelor of Arts (B.A.), Finance
Joyce Saintelot Joyce Saintelot's H&R Block Financial Advisors Experience September 2000 - July 2002
Job ELA Teacher with Technical Writing and Technical Training Experience
Industry Education Management
Experience
Teacher 2008 - Present
H&R Block Financial Advisors September 2000 - July 2002
Harvard Pilgrim Healthcare/Perotsystems June 1998 - August 2000
Education
City College of New York 2009 — 2011
MS Leadership in Education, Special Education for Secondary
Colgate University 1991 — 1995
BA, Political Science and Geography
Teacher 2008 - Present
H&R Block Financial Advisors September 2000 - July 2002
Harvard Pilgrim Healthcare/Perotsystems June 1998 - August 2000
Education
City College of New York 2009 — 2011
MS Leadership in Education, Special Education for Secondary
Colgate University 1991 — 1995
BA, Political Science and Geography
Nathan R. Ross Nathan R. Ross's H&R Block Financial Advisors Experience July 2001 - June 2004
Job DUI Attorney
Industry Law Practice
Experience
State Attorney's Office September 2011 - September 2014
Jimerson & Cobb, P.A. July 2011 - August 2011
Jacksonville Area Legal Aid March 2011 - August 2011
Consumer Law Clinic August 2010 - December 2010
Florida Coastal School of Law August 2009 - December 2010
The United States District Court for the Middle District of Florida May 2010 - August 2010
Supreme Court of Florida, Clerk of the Court May 2009 - July 2009
Merrill Lynch in Jacksonville, Florida January 2006 - May 2009
Merrill Lynch in Venice, Florida June 2004 - December 2005
H&R Block Financial Advisors July 2001 - June 2004
Skills
DUI Defense, Courts, Jury Trials, Appeals, Motions, Litigation, jury selection, Legal Issues, Retirement Planning, Westlaw, Investments, Depositions
Education
Florida Coastal School of Law 2008 — 2010
Juris Doctor
University of Nevada
Bachelor of Arts, Political Science
State Attorney's Office September 2011 - September 2014
Jimerson & Cobb, P.A. July 2011 - August 2011
Jacksonville Area Legal Aid March 2011 - August 2011
Consumer Law Clinic August 2010 - December 2010
Florida Coastal School of Law August 2009 - December 2010
The United States District Court for the Middle District of Florida May 2010 - August 2010
Supreme Court of Florida, Clerk of the Court May 2009 - July 2009
Merrill Lynch in Jacksonville, Florida January 2006 - May 2009
Merrill Lynch in Venice, Florida June 2004 - December 2005
H&R Block Financial Advisors July 2001 - June 2004
Skills
DUI Defense, Courts, Jury Trials, Appeals, Motions, Litigation, jury selection, Legal Issues, Retirement Planning, Westlaw, Investments, Depositions
Education
Florida Coastal School of Law 2008 — 2010
Juris Doctor
University of Nevada
Bachelor of Arts, Political Science
David Kasper David Kasper's H&R Block Financial Advisors Experience February 2000 - October 2008
Job Sales Supervision Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Multi-Bank Securities, Inc. April 2013 - March 2014
BondDesk Group LLC April 2012 - February 2013
BondDesk Group LLC August 2011 - March 2012
BondDesk Group LLC December 2010 - July 2011
Ameriprise Financial November 2008 - June 2010
H&R Block Financial Advisors February 2000 - October 2008
Olde Discount November 1993 - February 2000
Waterhouse Securities September 1988 - July 1993
Skills
Fixed Income, Securities, Portfolio Management, Sales, Financial Advisory, Management, Trading, Series 7, Series 63, Bonds, Series 24, Equities, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Strategies, Investments, Trading Systems, Risk Management, Options, Insurance, Strategic Financial..., Strategy, Finance, Financial Markets, Financial Analysis, Banking, Mutual Funds, Electronic Trading
Education
Eastern Michigan University 1982 — 1985
Bachelors, Finance - Investment Analysis
Ameriprise Financial Services, Inc. March 2014 - Present
Multi-Bank Securities, Inc. April 2013 - March 2014
BondDesk Group LLC April 2012 - February 2013
BondDesk Group LLC August 2011 - March 2012
BondDesk Group LLC December 2010 - July 2011
Ameriprise Financial November 2008 - June 2010
H&R Block Financial Advisors February 2000 - October 2008
Olde Discount November 1993 - February 2000
Waterhouse Securities September 1988 - July 1993
Skills
Fixed Income, Securities, Portfolio Management, Sales, Financial Advisory, Management, Trading, Series 7, Series 63, Bonds, Series 24, Equities, Bloomberg, Capital Markets, Derivatives, Financial Services, Investment Strategies, Investments, Trading Systems, Risk Management, Options, Insurance, Strategic Financial..., Strategy, Finance, Financial Markets, Financial Analysis, Banking, Mutual Funds, Electronic Trading
Education
Eastern Michigan University 1982 — 1985
Bachelors, Finance - Investment Analysis
Tee Walker Tee Walker's H&R Block Financial Advisors Experience May 2000 - August 2003
Job Resources Administrator at LB&B Associates Inc
Industry Facilities Services
Experience
Sweet Tee's Coffee Shop January 2015 - Present
LB&B Associates Inc October 2010 - October 2014
Tymewarp Digital Media/uh-huh, inc. May 2005 - October 2008
H&R Block Financial Advisors May 2000 - August 2003
Cap Gemini Ernst & Young March 1998 - May 2000
Lee Company May 1992 - December 1997
Miss Jackie Music Company January 1991 - June 1992
Skills
Business Process, Customer Service, Process Improvement, Project Management, Purchasing, Human Resources, Change Management, Sourcing, Program Management, Teamwork, Event Management, Logistics, Management, Operations Management, Training
Education
Baker University
MS, Management
DeVry Institute of Technology
Bachelor of Science, Business Operations
York College
Associate of Arts, Psychology
Sweet Tee's Coffee Shop January 2015 - Present
LB&B Associates Inc October 2010 - October 2014
Tymewarp Digital Media/uh-huh, inc. May 2005 - October 2008
H&R Block Financial Advisors May 2000 - August 2003
Cap Gemini Ernst & Young March 1998 - May 2000
Lee Company May 1992 - December 1997
Miss Jackie Music Company January 1991 - June 1992
Skills
Business Process, Customer Service, Process Improvement, Project Management, Purchasing, Human Resources, Change Management, Sourcing, Program Management, Teamwork, Event Management, Logistics, Management, Operations Management, Training
Education
Baker University
MS, Management
DeVry Institute of Technology
Bachelor of Science, Business Operations
York College
Associate of Arts, Psychology
Thomas Fezler Thomas Fezler's H&R Block Financial Advisors Experience August 2000 - November 2008
Job "Financial Advisor, Vice President, Ameriprise Financial Services, Inc. CRPC®
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2008 - Present
Ameriprise Financial Services, Inc. August 1994 - Present
H&R Block Financial Advisors August 2000 - November 2008
Olde Stockbrokers August 1994 - August 2000
Education
California State University-Sacramento 1988 — 1994
Bachelors, Accounting
Foothill High School
Foothill High School
Ameriprise Financial Services, Inc. 2008 - Present
Ameriprise Financial Services, Inc. August 1994 - Present
H&R Block Financial Advisors August 2000 - November 2008
Olde Stockbrokers August 1994 - August 2000
Education
California State University-Sacramento 1988 — 1994
Bachelors, Accounting
Foothill High School
Foothill High School
Steve Sturner, APMA® Steve Sturner, APMA®'s H&R Block Financial Advisors Experience November 1999 - November 2008
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2008 - Present
H&R Block Financial Advisors November 1999 - November 2008
Olde Discount Stockbrokers May 1993 - November 1999
Education
California State University-Long Beach 1985 — 1990
Ameriprise Financial Services, Inc. November 2008 - Present
H&R Block Financial Advisors November 1999 - November 2008
Olde Discount Stockbrokers May 1993 - November 1999
Education
California State University-Long Beach 1985 — 1990
Daniel (Dan) Poole, CFA Daniel (Dan) Poole, CFA's H&R Block Financial Advisors Experience 1991 - 1993
Job President at SA on Call
Industry Investment Management
Experience
SA on Call, LLC 2009 - Present
FINRA 2005 - Present
Lake Erie Nature & Science Center 2004 - December 2010
National City Private Client Group October 1997 - June 2009
Oppenheimer & Co. 1994 - 1997
H&R Block Financial Advisors 1991 - 1993
Skills
Portfolio Management, Equity Research, Capital Markets, Compliance, Research, Finance, Investments, Asset Management, Financial Modeling, FINRA, Securities, Equities, Series 7, Mutual Funds, Bloomberg, Investment Management
Education
University of Detroit 1986 — 1988
M.B.A.
Eastern Michigan University 1980 — 1984
B.A.
SA on Call, LLC 2009 - Present
FINRA 2005 - Present
Lake Erie Nature & Science Center 2004 - December 2010
National City Private Client Group October 1997 - June 2009
Oppenheimer & Co. 1994 - 1997
H&R Block Financial Advisors 1991 - 1993
Skills
Portfolio Management, Equity Research, Capital Markets, Compliance, Research, Finance, Investments, Asset Management, Financial Modeling, FINRA, Securities, Equities, Series 7, Mutual Funds, Bloomberg, Investment Management
Education
University of Detroit 1986 — 1988
M.B.A.
Eastern Michigan University 1980 — 1984
B.A.
Daniel J. Bloom, CFP®'s H&R Block Financial Advisors Experience August 2001 - March 2003
Job President at Living Well Financial Group, Inc.
Industry Financial Services
Experience
Living Well Financial Group, Inc. August 2009 - Present
JPMorgan Chase March 2003 - August 2009
H&R Block Financial Advisors August 2001 - March 2003
Skills
Wealth Management, Estate Planning, Solution Design, Financial Planning, Securities, Finance, Retirement, Strategic Financial..., Insurance, Financial Services, Financial Advisory, Portfolio Management, Investments, Investment Advisory, Tax, Retirement Planning, Cash Management
Education
College for Financial Planning
Financial Planning
Malone University
BA, Business
Living Well Financial Group, Inc. August 2009 - Present
JPMorgan Chase March 2003 - August 2009
H&R Block Financial Advisors August 2001 - March 2003
Skills
Wealth Management, Estate Planning, Solution Design, Financial Planning, Securities, Finance, Retirement, Strategic Financial..., Insurance, Financial Services, Financial Advisory, Portfolio Management, Investments, Investment Advisory, Tax, Retirement Planning, Cash Management
Education
College for Financial Planning
Financial Planning
Malone University
BA, Business
McKayla Ewers McKayla Ewers's H&R Block Financial Advisors Experience 2001 - 2002
Job Owner, Indian Cave Sporting Goods
Industry Sporting Goods
Experience
Indian Cave Sporting Goods August 2008 - Present
Casino White Cloud 2002 - 2003
H&R Block Financial Advisors 2001 - 2002
West Corporation 2000 - 2001
Skills
Selling, Forecasting, Microsoft Excel, Customer Service, Accounting, Budgets, Microsoft Office, Retail, Inventory Management, Financial Reporting, Strategic Planning, Financial Analysis, Microsoft Word, Merchandising, PowerPoint
Education
Colorado Technical University-Online 2012 — 2014
Bachelor of Applied Science (BASc), Information Technology - Information Security
Central Community College 2011 — 2012
Diploma in Information Technology, Information Technology
College of Saint Mary 1998 — 2000
Business/Accounting
Indian Cave Sporting Goods August 2008 - Present
Casino White Cloud 2002 - 2003
H&R Block Financial Advisors 2001 - 2002
West Corporation 2000 - 2001
Skills
Selling, Forecasting, Microsoft Excel, Customer Service, Accounting, Budgets, Microsoft Office, Retail, Inventory Management, Financial Reporting, Strategic Planning, Financial Analysis, Microsoft Word, Merchandising, PowerPoint
Education
Colorado Technical University-Online 2012 — 2014
Bachelor of Applied Science (BASc), Information Technology - Information Security
Central Community College 2011 — 2012
Diploma in Information Technology, Information Technology
College of Saint Mary 1998 — 2000
Business/Accounting
Will Prest Will Prest's H&R Block Financial Advisors Experience 2002 - 2005
Job Managing Partner, KWP Consulting
Industry Financial Services
Experience
KWP Consulting March 2012 - Present
Int'l Tennis Hall of Fame 2010 - 2015
Int'l Tennis Hall of Fame 2010 - 2015
Transamerica Retirement Management December 2005 - January 2012
H&R Block Financial Advisors 2002 - 2005
MetLife Securities March 1998 - June 2003
American Express Financial Advisors November 1990 - April 1999
Skills
Qualified Retirement..., Marketing Strategy, Business Development, Leadership Development, Strategic Planning, Business Strategy, Financial Advisor..., Financial Services -..., Financial Planning..., Financial Advisory, Strategic Financial..., Financial Services, Recruiting, New Business Development, Strategy, Sales, Management, Strategic Partnerships, Competitive Analysis, Leadership, Marketing, Mergers & Acquisitions, Integrated Marketing, Management Consulting, Business Planning, Retirement Planning, Retirement, Financial Planning
Education
Boston University Graduate School of Management 1993 — 1996
MBA, Marketing
University of Minnesota - Carlson School of Management 1991 — 1992
NA Transfered to BU, MBA
Pitzer College 1984 — 1987
Ba, Psychology
Colby College 1982 — 1984
NA transfer, Economics
KWP Consulting March 2012 - Present
Int'l Tennis Hall of Fame 2010 - 2015
Int'l Tennis Hall of Fame 2010 - 2015
Transamerica Retirement Management December 2005 - January 2012
H&R Block Financial Advisors 2002 - 2005
MetLife Securities March 1998 - June 2003
American Express Financial Advisors November 1990 - April 1999
Skills
Qualified Retirement..., Marketing Strategy, Business Development, Leadership Development, Strategic Planning, Business Strategy, Financial Advisor..., Financial Services -..., Financial Planning..., Financial Advisory, Strategic Financial..., Financial Services, Recruiting, New Business Development, Strategy, Sales, Management, Strategic Partnerships, Competitive Analysis, Leadership, Marketing, Mergers & Acquisitions, Integrated Marketing, Management Consulting, Business Planning, Retirement Planning, Retirement, Financial Planning
Education
Boston University Graduate School of Management 1993 — 1996
MBA, Marketing
University of Minnesota - Carlson School of Management 1991 — 1992
NA Transfered to BU, MBA
Pitzer College 1984 — 1987
Ba, Psychology
Colby College 1982 — 1984
NA transfer, Economics
Timothy Clifford CFP® Timothy Clifford CFP®'s H&R Block Financial Advisors Experience February 1999 - December 2008
Job Financial Advisor and Managing Partner Core Wealth Consultants Our goal is to help people invest. Even better.
Industry Financial Services
Experience
Brendanwood Financial May 2015 - Present
Core Wealth Consultants September 2012 - Present
Ameriprise Financial Services, Inc. January 2009 - July 2012
H&R Block Financial Advisors February 1999 - December 2008
Charles Schwab April 1990 - January 1999
Education
Governors State University 1985 — 1987
BA, Liberal Arts
Vincennes University 1976 — 1978
AS, Business Management
Brendanwood Financial May 2015 - Present
Core Wealth Consultants September 2012 - Present
Ameriprise Financial Services, Inc. January 2009 - July 2012
H&R Block Financial Advisors February 1999 - December 2008
Charles Schwab April 1990 - January 1999
Education
Governors State University 1985 — 1987
BA, Liberal Arts
Vincennes University 1976 — 1978
AS, Business Management
David Lockey David Lockey's H&R Block Financial Advisors Experience September 2002 - June 2005
Job Financial Advisor and President at Lockey Wealth Management
Industry Financial Services
Experience
Lockey Wealth Management April 2012 - Present
Edward Jones 2009 - 2012
JPMorgan Chase June 2005 - October 2009
H&R Block Financial Advisors September 2002 - June 2005
Paine Webber April 2001 - September 2002
Skills
Asset Managment, Risk Management, Investment Advisory, Investments, Asset Allocation, Strategic Financial..., Retirement Planning, Investment Strategies, Retirement, Insurance, 401k Rollovers, FINRA, Series 7, Series 63, Wealth Management, Mutual Funds, Alternative Investments, Series 65, Portfolio Management, Securities, Equities, Fixed Income, Financial Analysis, Sales, Business Development, Account Management, Relationship Management, Leadership, Financial Advisory, Uniform Combined State...
Education
College of the Holy Cross 1996 — 2000
B.A., Economics
Port St. Lucie High School 1992 — 1996
Lockey Wealth Management April 2012 - Present
Edward Jones 2009 - 2012
JPMorgan Chase June 2005 - October 2009
H&R Block Financial Advisors September 2002 - June 2005
Paine Webber April 2001 - September 2002
Skills
Asset Managment, Risk Management, Investment Advisory, Investments, Asset Allocation, Strategic Financial..., Retirement Planning, Investment Strategies, Retirement, Insurance, 401k Rollovers, FINRA, Series 7, Series 63, Wealth Management, Mutual Funds, Alternative Investments, Series 65, Portfolio Management, Securities, Equities, Fixed Income, Financial Analysis, Sales, Business Development, Account Management, Relationship Management, Leadership, Financial Advisory, Uniform Combined State...
Education
College of the Holy Cross 1996 — 2000
B.A., Economics
Port St. Lucie High School 1992 — 1996
Latrena Wright Latrena Wright's H&R Block Financial Advisors Experience January 2013 - September 2014
Job Teir 1 at H&R Block Financial Advisors
Industry Apparel & Fashion
Experience
IIGOTHAIR January 2015 - Present
H&R Block Financial Advisors January 2013 - September 2014
Skills
15, Customer Service, Business, Marketing, Promotions, Recruiting, Songwriting
Education
Concorde Career Colleges 1995 — 1996
Accounting, Business Accounting, B
Concorde Career Institue 1995 — 1996
Accounting, Computerized Accounting
IIGOTHAIR January 2015 - Present
H&R Block Financial Advisors January 2013 - September 2014
Skills
15, Customer Service, Business, Marketing, Promotions, Recruiting, Songwriting
Education
Concorde Career Colleges 1995 — 1996
Accounting, Business Accounting, B
Concorde Career Institue 1995 — 1996
Accounting, Computerized Accounting
David Seifers, CLU®, ChFC® David Seifers, CLU®, ChFC®'s H&R Block Financial Advisors Experience May 2007 - January 2009
Job Vice President, Insurance Marketing
Industry Financial Services
Experience
Wells Fargo Advisors April 2013 - Present
Ameriprise Financial Services, Inc. January 2011 - November 2012
Ameriprise Financial Services, Inc. January 2009 - January 2011
H&R Block Financial Advisors May 2007 - January 2009
H&R Block Financial Advisors May 2005 - May 2007
H&R Block Financial Advisors September 2003 - May 2005
Edward Jones May 2002 - August 2003
Waddell & Reed June 2000 - May 2002
Skills
Product Management, Product Development, Product Marketing, Variable Annuities, Retirement Planning, Financial Services, Life Insurance, Leadership, DTC, AnnuityNet, ThomsonOne, Operations Management, CLU, Sales, Strategy, Mutual Funds, Wealth Management, Retirement, Finance, FINRA, Wealth, Fixed Annuities, Bonds, Analysis, Recruiting, Marketing, Integration, Series 63, Management, Investments, Insurance, Cross-functional Team..., Series 7, Strategic Planning
Education
Park University
Business Administration, Finance
Embry-Riddle Aeronautical University
Civil Engineering
Wells Fargo Advisors April 2013 - Present
Ameriprise Financial Services, Inc. January 2011 - November 2012
Ameriprise Financial Services, Inc. January 2009 - January 2011
H&R Block Financial Advisors May 2007 - January 2009
H&R Block Financial Advisors May 2005 - May 2007
H&R Block Financial Advisors September 2003 - May 2005
Edward Jones May 2002 - August 2003
Waddell & Reed June 2000 - May 2002
Skills
Product Management, Product Development, Product Marketing, Variable Annuities, Retirement Planning, Financial Services, Life Insurance, Leadership, DTC, AnnuityNet, ThomsonOne, Operations Management, CLU, Sales, Strategy, Mutual Funds, Wealth Management, Retirement, Finance, FINRA, Wealth, Fixed Annuities, Bonds, Analysis, Recruiting, Marketing, Integration, Series 63, Management, Investments, Insurance, Cross-functional Team..., Series 7, Strategic Planning
Education
Park University
Business Administration, Finance
Embry-Riddle Aeronautical University
Civil Engineering
JP Dries JP Dries's H&R Block Financial Advisors Experience 2001 - 2002
Job Vice President of Operations at Apex3 & Premier Security
Industry Security and Investigations
Experience
Apex3 & Premier Security September 2002 - Present
Apex3 & Premier Security September 2002 - November 2013
H&R Block Financial Advisors 2001 - 2002
Village of Carol Stream 2000 - 2001
SUPERVALU 1992 - 2000
Emergency Services and Disaster Agency (ESDA) 1993 - 1996
Skills
Law Enforcement, Criminal Justice, Security Management, Investigations, Emergency Management, Physical Security, Security Operations, Security, Supervisory Skills, Corporate Security, Workplace Violence, Police, Access Control, CCTV, NIMS, Preparedness, Disaster Preparedness, Disaster Response, Public Safety, Crowd Control, Criminal Investigations, Private Investigations, Security Training, Crime Prevention, Firearms, Patrol, First Responder, Emergency Operations, Enforcement, Tactics, Policy, Investigative Reporting, Asset Protection, Homeland Security, Personal Protection, Crisis Management, Executive Protection, Life Safety, Exercising, Fire Suppression, Clery Reporting, Background Checks, Close Protection, Counterintelligence, Counterterrorism, Evidence, Fire Suppression Systems, Internal Investigations, Interrogation, Investigation
Education
University of Illinois at Urbana-Champaign 2000 — 2000
Police Training Institute, Certified Law Enforcement Officer
Western Illinois University 1994 — 1995
Bachelor of Science, Law Enforcement and Justice Adminstration
Elgin Community College 1991 — 1995
AA, Criminal Justice
St Mary's High School
Apex3 & Premier Security September 2002 - Present
Apex3 & Premier Security September 2002 - November 2013
H&R Block Financial Advisors 2001 - 2002
Village of Carol Stream 2000 - 2001
SUPERVALU 1992 - 2000
Emergency Services and Disaster Agency (ESDA) 1993 - 1996
Skills
Law Enforcement, Criminal Justice, Security Management, Investigations, Emergency Management, Physical Security, Security Operations, Security, Supervisory Skills, Corporate Security, Workplace Violence, Police, Access Control, CCTV, NIMS, Preparedness, Disaster Preparedness, Disaster Response, Public Safety, Crowd Control, Criminal Investigations, Private Investigations, Security Training, Crime Prevention, Firearms, Patrol, First Responder, Emergency Operations, Enforcement, Tactics, Policy, Investigative Reporting, Asset Protection, Homeland Security, Personal Protection, Crisis Management, Executive Protection, Life Safety, Exercising, Fire Suppression, Clery Reporting, Background Checks, Close Protection, Counterintelligence, Counterterrorism, Evidence, Fire Suppression Systems, Internal Investigations, Interrogation, Investigation
Education
University of Illinois at Urbana-Champaign 2000 — 2000
Police Training Institute, Certified Law Enforcement Officer
Western Illinois University 1994 — 1995
Bachelor of Science, Law Enforcement and Justice Adminstration
Elgin Community College 1991 — 1995
AA, Criminal Justice
St Mary's High School
Vern Werre Vern Werre's H&R Block Financial Advisors Experience November 1999 - June 2003
Job Vice President Investments, JP Turner & Co
Industry Financial Services
Experience
JP Turner & Co July 2003 - Present
Allied Financial 2003 - July 2010
Liberty Tax Service 2003 - 2010
H&R Block Financial Advisors November 1999 - June 2003
Olde Discount Stockbrokers June 1996 - December 1999
Skills
Retirement, Mergers, Fixed Income, Investment Management, Personal Finance, Asset Protection, Private Placements, Estate Law, Municipal Bonds, Mezzanine, Cd, Investments, Financial Advisory, Mergers & Acquisitions, Portfolio Management, Series 7, Finance, Securities, Series 63, Investment Strategies, Retirement Planning, Alternative Investments, Financial Planning, Mutual Funds, FINRA, Wealth Management
Education
University of Wyoming 1994 — 1996
Bachelor of Science (BS), Finance
Central Wyoming College 1992 — 1994
Associate of Science (A.S.), Computer Science
Northwest College 1990 — 1992
Associate of Science (AS), Architectural Engineering, Computer Science
JP Turner & Co July 2003 - Present
Allied Financial 2003 - July 2010
Liberty Tax Service 2003 - 2010
H&R Block Financial Advisors November 1999 - June 2003
Olde Discount Stockbrokers June 1996 - December 1999
Skills
Retirement, Mergers, Fixed Income, Investment Management, Personal Finance, Asset Protection, Private Placements, Estate Law, Municipal Bonds, Mezzanine, Cd, Investments, Financial Advisory, Mergers & Acquisitions, Portfolio Management, Series 7, Finance, Securities, Series 63, Investment Strategies, Retirement Planning, Alternative Investments, Financial Planning, Mutual Funds, FINRA, Wealth Management
Education
University of Wyoming 1994 — 1996
Bachelor of Science (BS), Finance
Central Wyoming College 1992 — 1994
Associate of Science (A.S.), Computer Science
Northwest College 1990 — 1992
Associate of Science (AS), Architectural Engineering, Computer Science
Robert Krott Robert Krott's H&R Block Financial Advisors Experience January 2000 - May 2003
Job CEO at Zorro Financial Inc.
Industry Financial Services
Experience
Zorro Financial Inc. November 2009 - Present
Colorado Technical University February 2007 - May 2012
Lincoln Financial Advisors December 2005 - October 2008
H&R Block June 2003 - December 2005
H&R Block Financial Advisors January 2000 - May 2003
Olde Discount Stockbrokers March 1994 - December 1999
Skills
Tax, Strategic Financial..., Investments, Risk Management, Strategic Planning, Spanish, Unbanked, Financial Analysis, Finance, Business Planning, Capital Markets, Financial Planning, Management Consulting, Management, Mergers, Securities, Team Building
Education
St. Thomas University School of Law 2003 — 2005
LL.M., International Taxation
Bethany College 1987 — 1991
BA, Communications
Florida State College at Jacksonville
Zorro Financial Inc. November 2009 - Present
Colorado Technical University February 2007 - May 2012
Lincoln Financial Advisors December 2005 - October 2008
H&R Block June 2003 - December 2005
H&R Block Financial Advisors January 2000 - May 2003
Olde Discount Stockbrokers March 1994 - December 1999
Skills
Tax, Strategic Financial..., Investments, Risk Management, Strategic Planning, Spanish, Unbanked, Financial Analysis, Finance, Business Planning, Capital Markets, Financial Planning, Management Consulting, Management, Mergers, Securities, Team Building
Education
St. Thomas University School of Law 2003 — 2005
LL.M., International Taxation
Bethany College 1987 — 1991
BA, Communications
Florida State College at Jacksonville
Krista McBride's H&R Block Financial Advisors Experience October 2000 - April 2002
Job Benefits Analyst/Certified PPACA Professional at CoStaff Services
Industry Human Resources
Experience
CoStaff Services June 2013 - Present
Hantz Benefit Services January 2013 - June 2013
Hantz Benefit Services April 2012 - June 2013
Hantz Benefit Services September 2011 - April 2012
CSC (formerly Covansys) March 2010 - September 2011
AmeriPlanUSA March 2007 - October 2009
Covansys April 2002 - March 2007
H&R Block Financial Advisors October 2000 - April 2002
HomeCare of Holland Home January 2000 - September 2000
Central Michigan University August 1997 - December 1999
Skills
Attention To Detail, Analytical Abilities, Communication Skills, Microsoft Office, ADP Payroll for Benefits, Employee Benefits, Benefits Administration, New Hire Orientations, Employment Law, Analytical Skills, Human Resources, Outlook, Open Enrollment, Payroll, COBRA, Policy, Insurance, Management, Performance Management, Interviews, Training, Customer Service, Employee Relations
Education
Central Michigan University 1995 — 1999
BACHELOR OF SCIENCE in BUSINESS ADMINISTRATION, Human Resources Management/Interpersonal and Public Communication
CoStaff Services June 2013 - Present
Hantz Benefit Services January 2013 - June 2013
Hantz Benefit Services April 2012 - June 2013
Hantz Benefit Services September 2011 - April 2012
CSC (formerly Covansys) March 2010 - September 2011
AmeriPlanUSA March 2007 - October 2009
Covansys April 2002 - March 2007
H&R Block Financial Advisors October 2000 - April 2002
HomeCare of Holland Home January 2000 - September 2000
Central Michigan University August 1997 - December 1999
Skills
Attention To Detail, Analytical Abilities, Communication Skills, Microsoft Office, ADP Payroll for Benefits, Employee Benefits, Benefits Administration, New Hire Orientations, Employment Law, Analytical Skills, Human Resources, Outlook, Open Enrollment, Payroll, COBRA, Policy, Insurance, Management, Performance Management, Interviews, Training, Customer Service, Employee Relations
Education
Central Michigan University 1995 — 1999
BACHELOR OF SCIENCE in BUSINESS ADMINISTRATION, Human Resources Management/Interpersonal and Public Communication
Katelynn Smith Katelynn Smith's H&R Block Financial Advisors Experience January 2013 - April 2013
Job Student at BYUIdaho
Industry Environmental Services
Experience
BYU-Idaho April 2013 - April 2015
BYU-Idaho January 2015 - March 2015
H&R Block Financial Advisors January 2013 - April 2013
Skills
Geology, PowerPoint, Microsoft Word, Microsoft Office, Teaching, Statistics, Microsoft Excel, Public Speaking, ArcGIS, Leadership, Time Management, Teamwork, Customer Service, Critical Thinking, Earth Science, Technical Writing
Education
Brigham Young University - Idaho 2011 — 2015
BS, Geology, General
Brigham Young University - Idaho 2011 — 2015
Bachelor's of Science, Geology/Earth Science, General
BYU-Idaho April 2013 - April 2015
BYU-Idaho January 2015 - March 2015
H&R Block Financial Advisors January 2013 - April 2013
Skills
Geology, PowerPoint, Microsoft Word, Microsoft Office, Teaching, Statistics, Microsoft Excel, Public Speaking, ArcGIS, Leadership, Time Management, Teamwork, Customer Service, Critical Thinking, Earth Science, Technical Writing
Education
Brigham Young University - Idaho 2011 — 2015
BS, Geology, General
Brigham Young University - Idaho 2011 — 2015
Bachelor's of Science, Geology/Earth Science, General
Craig Fylling Craig Fylling's H&R Block Financial Advisors Experience October 2004 - June 2006
Job Advisor Placement at CFC & Associates, LLC
Industry Financial Services
Experience
Craig Fylling Consulting & Associates, LLC September 2015 - Present
LPL Financial Advisors January 2008 - August 2015
JPMorgan Chase & Co. June 2006 - February 2008
H&R Block Financial Advisors October 2004 - June 2006
Wachovia Secutities January 1998 - October 2004
Skills
Series 3, 6, 7, 8, 24,...
Education
Arizona State University 1991 — 1993
Finance, General
Craig Fylling Consulting & Associates, LLC September 2015 - Present
LPL Financial Advisors January 2008 - August 2015
JPMorgan Chase & Co. June 2006 - February 2008
H&R Block Financial Advisors October 2004 - June 2006
Wachovia Secutities January 1998 - October 2004
Skills
Series 3, 6, 7, 8, 24,...
Education
Arizona State University 1991 — 1993
Finance, General
Shannon Gunderson Shannon Gunderson's H&R Block Financial Advisors Experience January 2008 - July 2008
Job Enterprise SOFNET Manager at Jacobs Technology
Industry Defense & Space
Experience
Jacobs Technology July 2012 - Present
CSC August 2010 - December 2011
CSC July 2008 - April 2010
H&R Block Financial Advisors January 2008 - July 2008
H&R Block 2005 - 2008
US Navy September 1999 - September 2003
Education
Florida Institute of Technology 2008 — 2012
Master of Science (MS), Information Technology
University of Florida 2003 — 2006
Bachelor of Science (BS), Management
Central Texas College 2001 — 2002
Associate of Science (AS)
Jacobs Technology July 2012 - Present
CSC August 2010 - December 2011
CSC July 2008 - April 2010
H&R Block Financial Advisors January 2008 - July 2008
H&R Block 2005 - 2008
US Navy September 1999 - September 2003
Education
Florida Institute of Technology 2008 — 2012
Master of Science (MS), Information Technology
University of Florida 2003 — 2006
Bachelor of Science (BS), Management
Central Texas College 2001 — 2002
Associate of Science (AS)
Clara Maingi Clara Maingi's H&R Block Financial Advisors Experience 2007 - 2008
Job Vice President, L&H Reporting & Analytics Manager at Swiss Re
Industry Insurance
Experience
Swiss Re April 2014 - Present
Swiss Re March 2011 - April 2014
Swiss Re February 2008 - March 2011
Ozanam Guild 2009 - 2009
H&R Block Financial Advisors 2007 - 2008
Security Benefit November 2003 - October 2006
Sprint 2002 - 2003
Aventis 1999 - 2001
Skills
Insurance, Business Analysis, Process Improvement, Leadership, Management, Project Management, Risk Management, Change Management, Program Management, Strategic Planning, SDLC, Analysis, Business Process...
Education
University of Missouri-Kansas City 2010 — 2012
Executive MBA, Entreprenuership and Innovation
Columbia University in the City of New York
Precious Blood High School, Riruta Kenya 1991 — 1994
Loreto convenant valley road, primary school
Swiss Re April 2014 - Present
Swiss Re March 2011 - April 2014
Swiss Re February 2008 - March 2011
Ozanam Guild 2009 - 2009
H&R Block Financial Advisors 2007 - 2008
Security Benefit November 2003 - October 2006
Sprint 2002 - 2003
Aventis 1999 - 2001
Skills
Insurance, Business Analysis, Process Improvement, Leadership, Management, Project Management, Risk Management, Change Management, Program Management, Strategic Planning, SDLC, Analysis, Business Process...
Education
University of Missouri-Kansas City 2010 — 2012
Executive MBA, Entreprenuership and Innovation
Columbia University in the City of New York
Precious Blood High School, Riruta Kenya 1991 — 1994
Loreto convenant valley road, primary school
Amy Wiseman Amy Wiseman's H&R Block Financial Advisors Experience January 2000 - August 2005
Job Recruiter at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2009 - Present
Kentucky Planning Partners February 2006 - August 2009
H&R Block Financial Advisors January 2000 - August 2005
Education
University of Kentucky 1993 — 1997
Bachelor of Arts (BA), Psychology
Hollins University
MassMutual Financial Group January 2009 - Present
Kentucky Planning Partners February 2006 - August 2009
H&R Block Financial Advisors January 2000 - August 2005
Education
University of Kentucky 1993 — 1997
Bachelor of Arts (BA), Psychology
Hollins University
Mary Louann Plumissto Mary Louann Plumissto's H&R Block Financial Advisors Experience January 2003 - April 2008
Job sub teacher at roam area rural
Industry Education Management
Experience
roam area rural April 2007 - Present
H&R Block Financial Advisors January 2003 - April 2008
Skills
People Management, Working With Children, Management, Customer Service
Education
Colby Community College 2006 — 2008
Associate of Arts (A.A.), Human Resources Management/Personnel Administration, General
Colorado College 1978 — 1982
Research, Human Resources Management/Personnel Administration, General
roam area rural April 2007 - Present
H&R Block Financial Advisors January 2003 - April 2008
Skills
People Management, Working With Children, Management, Customer Service
Education
Colby Community College 2006 — 2008
Associate of Arts (A.A.), Human Resources Management/Personnel Administration, General
Colorado College 1978 — 1982
Research, Human Resources Management/Personnel Administration, General
Tracy Mason, MSN/MBA, Ph.D.'s H&R Block Financial Advisors Experience October 2008 - May 2010
Job General Manager/ Case Manager/ Therapist at Confidential Medical
Industry Hospital & Health Care
Experience
Confidential Medical Facility 2010 - Present
H&R Block Financial Advisors October 2008 - May 2010
Youth Crisis Network January 2005 - December 2008
Sentara Healthcare August 1995 - November 2008
Behaviour and Neuro March 1992 - July 1995
Skills
Strategic Planning, Marketing, New Business Development, Recruiting, Budgets, Public Speaking, Customer Service, Contract Negotiation, Talent Acquisition, Microsoft Office, Marketing Strategy, Gerontology, Gerontology Advisor..., Asset Management (AAMA), Wealth Management (AWMA), Staff Development, Expense Management, Fixed Assets, Nonprofits, Performance Management, Small Business, Account Management, Research, Home Care, Community Outreach, Event Management, Social Media, Public Relations, Social Networking, Microsoft Excel, Operations Management, Hospitals, Healthcare Management, Finance, Outlook, Fundraising, Employee Relations, Coaching, Interviews, Organizational..., Training, Leadership Development, Team Building, Accounting, Time Management, Payroll, Human Resources, Policy, Management, Leadership
Education
Eastern Virginia Medical School 2003 — 2012
Doctor of Philosophy (Ph.D.), Biological and Biomedical Sciences
Old Dominion University - College of Business and Public Administration 1997 — 2002
MSN/MBA, Nursing Administration
Norfolk State University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business Management/Finanical Marketing
Confidential Medical Facility 2010 - Present
H&R Block Financial Advisors October 2008 - May 2010
Youth Crisis Network January 2005 - December 2008
Sentara Healthcare August 1995 - November 2008
Behaviour and Neuro March 1992 - July 1995
Skills
Strategic Planning, Marketing, New Business Development, Recruiting, Budgets, Public Speaking, Customer Service, Contract Negotiation, Talent Acquisition, Microsoft Office, Marketing Strategy, Gerontology, Gerontology Advisor..., Asset Management (AAMA), Wealth Management (AWMA), Staff Development, Expense Management, Fixed Assets, Nonprofits, Performance Management, Small Business, Account Management, Research, Home Care, Community Outreach, Event Management, Social Media, Public Relations, Social Networking, Microsoft Excel, Operations Management, Hospitals, Healthcare Management, Finance, Outlook, Fundraising, Employee Relations, Coaching, Interviews, Organizational..., Training, Leadership Development, Team Building, Accounting, Time Management, Payroll, Human Resources, Policy, Management, Leadership
Education
Eastern Virginia Medical School 2003 — 2012
Doctor of Philosophy (Ph.D.), Biological and Biomedical Sciences
Old Dominion University - College of Business and Public Administration 1997 — 2002
MSN/MBA, Nursing Administration
Norfolk State University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business Management/Finanical Marketing
Cedric Norris Cedric Norris's H&R Block Financial Advisors Experience November 2000 - January 2002
Job Analyst at Next Financial
Industry Financial Services
Experience
Next Financial OfficerGuardmarkFebruary 2009 - July 2009
American General Finance January 2005 - November 2007
AIG American General 2005 - 2007
JPMorgan Chase March 2003 - October 2005
American Express Financial Advisors January 2002 - January 2003
H&R Block Financial Advisors November 2000 - January 2002
Van Kampen Funds November 1997 - November 2000
Skills
Mutual Funds, Investments, Banking, Asset Management, Finance, Financial Advisory, Equities, Financial Analysis, Hedge Funds, Risk Management, Portfolio Management, Series 7, Trading, Business Strategy, Securities, Strategic Financial..., Financial Markets, Alternative Investments, Capital Markets, Marketing Strategy
Education
University of Houston 1991 — 1996
Bachelors, Economics
Houston Community College 1989 — 1991
Associates, Economics
Lamar High School 1985 — 1989
College Prepatory, Math and Science
Next Financial OfficerGuardmarkFebruary 2009 - July 2009
American General Finance January 2005 - November 2007
AIG American General 2005 - 2007
JPMorgan Chase March 2003 - October 2005
American Express Financial Advisors January 2002 - January 2003
H&R Block Financial Advisors November 2000 - January 2002
Van Kampen Funds November 1997 - November 2000
Skills
Mutual Funds, Investments, Banking, Asset Management, Finance, Financial Advisory, Equities, Financial Analysis, Hedge Funds, Risk Management, Portfolio Management, Series 7, Trading, Business Strategy, Securities, Strategic Financial..., Financial Markets, Alternative Investments, Capital Markets, Marketing Strategy
Education
University of Houston 1991 — 1996
Bachelors, Economics
Houston Community College 1989 — 1991
Associates, Economics
Lamar High School 1985 — 1989
College Prepatory, Math and Science
Kristin Russelburg Kristin Russelburg's H&R Block Financial Advisors Experience May 2000 - November 2008
Job Compliance Associate/Assistant Corporate Counsel at Flexible Plan Investments, Ltd.
Industry Financial Services
Experience
Flexible Plan Investments, Ltd. March 2013 - Present
Contract Attorney May 2012 - March 2013
Kelly Law Registry February 2012 - May 2012
Strategic Legal Solutions September 2011 - February 2012
Stampin' Up! August 2008 - October 2011
Kelly Law Registry April 2011 - September 2011
H&R Block January 2011 - April 2011
Kelly Law Registry October 2010 - December 2010
Ameriprise Financial November 2008 - October 2009
H&R Block Financial Advisors May 2000 - November 2008
Skills
Corporate Law, Insurance, Document Review, Microsoft Office, Legal Research, Management, Leadership, Compliance, Licensing, Writing, Microsoft Excel, Westlaw, Legal Writing, Customer Service, Litigation Support, Excel
Education
University of Dayton School of Law 1994 — 1997
J.D., Law
Adrian College 1989 — 1993
B.A., Business, Polictical Science, German
Flexible Plan Investments, Ltd. March 2013 - Present
Contract Attorney May 2012 - March 2013
Kelly Law Registry February 2012 - May 2012
Strategic Legal Solutions September 2011 - February 2012
Stampin' Up! August 2008 - October 2011
Kelly Law Registry April 2011 - September 2011
H&R Block January 2011 - April 2011
Kelly Law Registry October 2010 - December 2010
Ameriprise Financial November 2008 - October 2009
H&R Block Financial Advisors May 2000 - November 2008
Skills
Corporate Law, Insurance, Document Review, Microsoft Office, Legal Research, Management, Leadership, Compliance, Licensing, Writing, Microsoft Excel, Westlaw, Legal Writing, Customer Service, Litigation Support, Excel
Education
University of Dayton School of Law 1994 — 1997
J.D., Law
Adrian College 1989 — 1993
B.A., Business, Polictical Science, German
Robert Techentin Robert Techentin's H&R Block Financial Advisors Experience 1993 - 2001
Job Portfolio Manager at Meeder Investment Management
Industry Investment Management
Experience
Meeder Investment Management August 2006 - Present
Charles Schwab 2006 - 2007
Northwestern Mutual 2002 - 2005
Olde Asset Management 1993 - 2001
H&R Block Financial Advisors 1993 - 2001
Olde Discount Corporation 1993 - 2001
Skills
Fixed Income, Portfolio Management, Securities, Financial Risk, Money Market, Bonds, Finance, Series 7, Mutual Funds, Investments, Investment Strategies, Equities, Bloomberg, Asset Management, Asset Allocation
Education
Western Michigan University - Haworth College of Business 1990 — 1993
MBA, Finance and Accounting
Central Michigan University 1984 — 1987
BS, Finance
Meeder Investment Management August 2006 - Present
Charles Schwab 2006 - 2007
Northwestern Mutual 2002 - 2005
Olde Asset Management 1993 - 2001
H&R Block Financial Advisors 1993 - 2001
Olde Discount Corporation 1993 - 2001
Skills
Fixed Income, Portfolio Management, Securities, Financial Risk, Money Market, Bonds, Finance, Series 7, Mutual Funds, Investments, Investment Strategies, Equities, Bloomberg, Asset Management, Asset Allocation
Education
Western Michigan University - Haworth College of Business 1990 — 1993
MBA, Finance and Accounting
Central Michigan University 1984 — 1987
BS, Finance
Eartha Dingle Eartha Dingle's H&R Block Financial Advisors Experience 2004 - April 2015
Job Hotel Sales Consultant at Strategic Solution Partners
Industry Hospitality
Experience
Strategic Solution Partners July 2014 - Present
Meetings & Events Your Way April 2009 - Present
Meetings & Events Your Way 2009 - Present
H&R Block Financial Advisors 2004 - April 2015
Radisson Hotel & Suites 2005 - 2008
Westin Poinsett Hotel 2005 - 2005
Holiday Inn City Center 2004 - 2005
Holiday Inn, NE 2002 - 2004
Adams Mark Hotel 2000 - 2002
Adams Mark Hotel 1996 - 2000
Skills
Operations Management, Social Media Marketing, Customer Service, Event Planning, Event Management, Hotels, Training, Catering, Contract Negotiation, Marketing, Team Building, Budgets, Management, Strategic Planning, Leadership, Public Speaking, Sales, Small Business, Public Relations
Education
Capella University 2013 — 2016
Master of Science (MS), HS - Multidiscipline, 3.5
Benedict College
Bachelor of Business Administration (BBA), Accounting
Strategic Solution Partners July 2014 - Present
Meetings & Events Your Way April 2009 - Present
Meetings & Events Your Way 2009 - Present
H&R Block Financial Advisors 2004 - April 2015
Radisson Hotel & Suites 2005 - 2008
Westin Poinsett Hotel 2005 - 2005
Holiday Inn City Center 2004 - 2005
Holiday Inn, NE 2002 - 2004
Adams Mark Hotel 2000 - 2002
Adams Mark Hotel 1996 - 2000
Skills
Operations Management, Social Media Marketing, Customer Service, Event Planning, Event Management, Hotels, Training, Catering, Contract Negotiation, Marketing, Team Building, Budgets, Management, Strategic Planning, Leadership, Public Speaking, Sales, Small Business, Public Relations
Education
Capella University 2013 — 2016
Master of Science (MS), HS - Multidiscipline, 3.5
Benedict College
Bachelor of Business Administration (BBA), Accounting
Kimberli Roessing-Anderson's H&R Block Financial Advisors Experience August 2001 - August 2003
Job Blogging at http://kimberlisshorts.wordpress.com/
Industry Education Management
Experience
OppenheimerFunds August 2004 - January 2009
H&R Block Financial Advisors August 2001 - August 2003
Charles Schwab December 1997 - April 2001
Skills
Writing, Teaching, Political Science, Political Campaigns, Speech Writing, Journalism, Fundraising, Leadership, Public Speaking, Grant Writing, Nonprofits, Event Planning, Editing, Volunteer Management, Community Outreach, Customer Service
Education
Ashford University 2010 — 2011
Master's, Public Administration/Public Policy
Marshall University 1986 — 1990
BA, Journalism/Political Science
South Charleston High School 1983 — 1986
Diploma, Writing, General
OppenheimerFunds August 2004 - January 2009
H&R Block Financial Advisors August 2001 - August 2003
Charles Schwab December 1997 - April 2001
Skills
Writing, Teaching, Political Science, Political Campaigns, Speech Writing, Journalism, Fundraising, Leadership, Public Speaking, Grant Writing, Nonprofits, Event Planning, Editing, Volunteer Management, Community Outreach, Customer Service
Education
Ashford University 2010 — 2011
Master's, Public Administration/Public Policy
Marshall University 1986 — 1990
BA, Journalism/Political Science
South Charleston High School 1983 — 1986
Diploma, Writing, General
Todd Biela, PMP's H&R Block Financial Advisors Experience January 2004 - August 2005
Job Senior Project Manager at Agile1
Industry Information Technology and Services
Experience
Agile-1 June 2013 - Present
Pontoon Solutions August 2012 - June 2013
Adecco Staffing October 2010 - June 2013
Community College of Beaver County August 2009 - July 2011
Adecco iSolutions November 2007 - September 2009
Hudson Global Services June 2007 - November 2007
Alcoa Home Exteriors January 2006 - June 2007
SmartOps Corporation August 2005 - January 2006
H&R Block Financial Advisors January 2004 - August 2005
AXA Advisors January 2003 - January 2004
Skills
Certified Project..., Project Implementation, International Project..., Project Coordination, Microsoft Office, Visio, Mind Mapping, Teaching, Training Delivery, Business Analysis, Requirements Analysis, Requirements Gathering, Project Delivery, Project Execution, Project Management, Training, Vendor Management, Business Development, CRM, Program Management, SharePoint, Business Process, Integration, Leadership, Management, Change Management, Team Building, Quality Assurance, ERP, Testing, Analysis, Process Improvement, Sales, Business Process..., Consulting, SDLC, Project Planning, PMO, Resource Management, Start-ups, Cross-functional Team..., Budgets, Team Leadership, Project Portfolio..., Customer Satisfaction, MS Project, Software Project..., Talent Management, Business Intelligence, PMP
Education
Capella University 2007 — 2009
Master's of Science, Information Technology Project Management and Leadership
Villanova University 2006 — 2007
Master's Certificate, Project Management
Robert Morris University 2002 — 2003
M.B.A., Business Administration
West Virginia University 1996 — 1998
M.A., Educational Leadership
Bethany College 1992 — 1996
B.A., Communication
Brooke High School 1989 — 1992
Agile-1 June 2013 - Present
Pontoon Solutions August 2012 - June 2013
Adecco Staffing October 2010 - June 2013
Community College of Beaver County August 2009 - July 2011
Adecco iSolutions November 2007 - September 2009
Hudson Global Services June 2007 - November 2007
Alcoa Home Exteriors January 2006 - June 2007
SmartOps Corporation August 2005 - January 2006
H&R Block Financial Advisors January 2004 - August 2005
AXA Advisors January 2003 - January 2004
Skills
Certified Project..., Project Implementation, International Project..., Project Coordination, Microsoft Office, Visio, Mind Mapping, Teaching, Training Delivery, Business Analysis, Requirements Analysis, Requirements Gathering, Project Delivery, Project Execution, Project Management, Training, Vendor Management, Business Development, CRM, Program Management, SharePoint, Business Process, Integration, Leadership, Management, Change Management, Team Building, Quality Assurance, ERP, Testing, Analysis, Process Improvement, Sales, Business Process..., Consulting, SDLC, Project Planning, PMO, Resource Management, Start-ups, Cross-functional Team..., Budgets, Team Leadership, Project Portfolio..., Customer Satisfaction, MS Project, Software Project..., Talent Management, Business Intelligence, PMP
Education
Capella University 2007 — 2009
Master's of Science, Information Technology Project Management and Leadership
Villanova University 2006 — 2007
Master's Certificate, Project Management
Robert Morris University 2002 — 2003
M.B.A., Business Administration
West Virginia University 1996 — 1998
M.A., Educational Leadership
Bethany College 1992 — 1996
B.A., Communication
Brooke High School 1989 — 1992
Todd Leach's H&R Block Financial Advisors Experience October 2006 - July 2008
Job Vice President, Client Services at Service Management Group
Industry Market Research
Experience
Service Management Group January 2013 - Present
Service Management Group July 2008 - January 2013
H&R Block Financial Advisors October 2006 - July 2008
Cerner Corporation July 2004 - October 2006
DST Output September 2001 - June 2004
Appleton Papers September 2000 - September 2001
Farm Credit Services November 1997 - September 2000
Mutual of Omaha May 1994 - November 1997
Omaha Housing Authority 1992 - 1994
Skills
Market Analysis, Market Research, Business Strategy, Competitive Intelligence, Team Leadership, Customer Insight, Marketing Research, Brand Loyalty, Customer Experience, Marketing Strategy, Account Management, Strategic Planning, Leadership, Marketing Management, Customer Satisfaction, Analysis, Business Intelligence, New Business Development, Analytics, CRM, Competitive Analysis, Segmentation, Data Analysis, Strategy, Project Management
Education
Bellevue University 1999 — 2000
MBA, Business Administration
University of Nebraska at Omaha 1994 — 1996
Sociology
Northwestern College 1989 — 1993
BA, Political Science, Sociology
Service Management Group January 2013 - Present
Service Management Group July 2008 - January 2013
H&R Block Financial Advisors October 2006 - July 2008
Cerner Corporation July 2004 - October 2006
DST Output September 2001 - June 2004
Appleton Papers September 2000 - September 2001
Farm Credit Services November 1997 - September 2000
Mutual of Omaha May 1994 - November 1997
Omaha Housing Authority 1992 - 1994
Skills
Market Analysis, Market Research, Business Strategy, Competitive Intelligence, Team Leadership, Customer Insight, Marketing Research, Brand Loyalty, Customer Experience, Marketing Strategy, Account Management, Strategic Planning, Leadership, Marketing Management, Customer Satisfaction, Analysis, Business Intelligence, New Business Development, Analytics, CRM, Competitive Analysis, Segmentation, Data Analysis, Strategy, Project Management
Education
Bellevue University 1999 — 2000
MBA, Business Administration
University of Nebraska at Omaha 1994 — 1996
Sociology
Northwestern College 1989 — 1993
BA, Political Science, Sociology
Matthew McGovern's H&R Block Financial Advisors Experience June 1999 - August 2002
Job
Industry Financial Services
Experience
Experian April 2007 - Present
Experian February 2004 - April 2007
H&R Block Financial Advisors June 1999 - August 2002
Skills
Credit, Consultative Selling, Portfolio Management, Account Management, New Business Development, Credit Risk, Credit Scoring, Fraud Prevention, Fraud, Debt Collection, Collections Management, Credit Portfolio..., Portfolio Strategy, Analytics, B2B, Relationship Management, Strategic Planning, Solution Selling, Business Analysis, Business Strategy, Credit Analysis, Process Improvement, Strategic Financial..., Contract Negotiation, Customer Acquisition, Sales Process, Sales Management, Business Development, Financial Analysis, Sales Presentations, Business Intelligence, Customer Retention, Segmentation, Strategy, Account Management..., Selling, Financial Services, CRM, Marketing, Management, Sales, Risk Management, Lead Generation, Executive Management, Strategic Partnerships, Mergers & Acquisitions, Finance, Direct Sales, Credit Cards
Education
Lake Forest Graduate School of Management 2005 — 2008
MBA
Eastern Illinois University 1994 — 1999
BA
Experian April 2007 - Present
Experian February 2004 - April 2007
H&R Block Financial Advisors June 1999 - August 2002
Skills
Credit, Consultative Selling, Portfolio Management, Account Management, New Business Development, Credit Risk, Credit Scoring, Fraud Prevention, Fraud, Debt Collection, Collections Management, Credit Portfolio..., Portfolio Strategy, Analytics, B2B, Relationship Management, Strategic Planning, Solution Selling, Business Analysis, Business Strategy, Credit Analysis, Process Improvement, Strategic Financial..., Contract Negotiation, Customer Acquisition, Sales Process, Sales Management, Business Development, Financial Analysis, Sales Presentations, Business Intelligence, Customer Retention, Segmentation, Strategy, Account Management..., Selling, Financial Services, CRM, Marketing, Management, Sales, Risk Management, Lead Generation, Executive Management, Strategic Partnerships, Mergers & Acquisitions, Finance, Direct Sales, Credit Cards
Education
Lake Forest Graduate School of Management 2005 — 2008
MBA
Eastern Illinois University 1994 — 1999
BA
Craig Covington, CAIA's H&R Block Financial Advisors Experience 2000 - 2002
Job Senior Vice President, Investment Products at Triad Advisors
Industry Investment Management
Experience
Triad Advisors October 2007 - Present
JGI Capital October 2006 - September 2007
Enterprise Group of Funds 2005 - 2007
Wells Real Estate Funds 2002 - 2004
H&R Block Financial Advisors 2000 - 2002
Skills
Securities, Investments, Alternative Investments, Mutual Funds, Series 7, Series 63, Wealth Management, Finance, Series 24, Series 65, Private Equity, Asset Management, Portfolio Management, Asset Allocation, Investment Advisory, Retirement Planning, FINRA, Financial Advisory, Equities, Investment Management, 401k
Education
Auburn University 1995 — 2000
Finance
Triad Advisors October 2007 - Present
JGI Capital October 2006 - September 2007
Enterprise Group of Funds 2005 - 2007
Wells Real Estate Funds 2002 - 2004
H&R Block Financial Advisors 2000 - 2002
Skills
Securities, Investments, Alternative Investments, Mutual Funds, Series 7, Series 63, Wealth Management, Finance, Series 24, Series 65, Private Equity, Asset Management, Portfolio Management, Asset Allocation, Investment Advisory, Retirement Planning, FINRA, Financial Advisory, Equities, Investment Management, 401k
Education
Auburn University 1995 — 2000
Finance
Jody Dinslage, CFP®'s H&R Block Financial Advisors Experience March 2008 - May 2009
Job Business Architect, Technical Product Manager
Industry Financial Services
Experience
Ameriprise Financial April 2011 - Present
Ameriprise Financial Services, Inc. January 2010 - April 2011
Ameriprise Financial Services, Inc. May 2009 - January 2010
H&R Block Financial Advisors March 2008 - May 2009
H&R Block Financial Advisors January 2006 - March 2008
Handmark, Inc 2005 - 2006
Skills
Product Management, Securities, Series 24, Wealth Management, Business Analysis, Vendor Management, Mutual Funds, Alternative Investments, Series 7, Financial Services, Series 63, Project Management, Leadership, Management, Business Process, Program Management
Education
Benedictine College 1995 — 1999
Ameriprise Financial April 2011 - Present
Ameriprise Financial Services, Inc. January 2010 - April 2011
Ameriprise Financial Services, Inc. May 2009 - January 2010
H&R Block Financial Advisors March 2008 - May 2009
H&R Block Financial Advisors January 2006 - March 2008
Handmark, Inc 2005 - 2006
Skills
Product Management, Securities, Series 24, Wealth Management, Business Analysis, Vendor Management, Mutual Funds, Alternative Investments, Series 7, Financial Services, Series 63, Project Management, Leadership, Management, Business Process, Program Management
Education
Benedictine College 1995 — 1999
Jill Swords's H&R Block Financial Advisors Experience 2005 - November 2007
Job Product Manager, AAFP Websites at American Academy of Family Physicians
Industry Marketing and Advertising
Experience
American Academy of Family Physicians April 2014 - Present
Barkley September 2013 - January 2014
Salva O'Renick January 2013 - July 2013
H&R Block August 2011 - December 2012
H&R Block January 2010 - August 2011
H&R Block November 2007 - January 2010
H&R Block Financial Advisors 2005 - November 2007
Commerce Bank September 2003 - September 2005
Communitech.Net September 2002 - September 2003
VML April 2000 - September 2002
Education
Baker University 2004 — 2006
MBA
The University of Kansas 1995 — 1999
BGS, Political Science and Communications
American Academy of Family Physicians April 2014 - Present
Barkley September 2013 - January 2014
Salva O'Renick January 2013 - July 2013
H&R Block August 2011 - December 2012
H&R Block January 2010 - August 2011
H&R Block November 2007 - January 2010
H&R Block Financial Advisors 2005 - November 2007
Commerce Bank September 2003 - September 2005
Communitech.Net September 2002 - September 2003
VML April 2000 - September 2002
Education
Baker University 2004 — 2006
MBA
The University of Kansas 1995 — 1999
BGS, Political Science and Communications
Christopher R. Ziemba, CIMA's H&R Block Financial Advisors Experience 2000 - 2002
Job Vice President, External Wholesaler at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2010 - Present
Goldman Sachs June 2002 - September 2010
H&R Block Financial Advisors 2000 - 2002
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Investments, Asset Management, Fixed Income, Equities, Wealth Management, Securities, Portfolio Management, Hedge Funds, Financial Services, Investment Strategies, Derivatives, Investment Management, Financial Markets, Asset Managment, Insurance, ETFs, Finance, Financial Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Finance & Economics
Western Illinois University 1996 — 2000
BA, Communication
J.P. Morgan Asset Management September 2010 - Present
Goldman Sachs June 2002 - September 2010
H&R Block Financial Advisors 2000 - 2002
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Investments, Asset Management, Fixed Income, Equities, Wealth Management, Securities, Portfolio Management, Hedge Funds, Financial Services, Investment Strategies, Derivatives, Investment Management, Financial Markets, Asset Managment, Insurance, ETFs, Finance, Financial Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Finance & Economics
Western Illinois University 1996 — 2000
BA, Communication
Eric Tomasini's H&R Block Financial Advisors Experience 2003 - 2004
Job Vice President of Client Services at Pinnacle Advertising & Marketing Group
Industry Marketing and Advertising
Experience
Florida Atlantic University January 2015 - Present
Pinnacle Advertising & Marketing Group May 2014 - Present
Sunrise Sports & Entertainment / Florida Panthers May 2006 - April 2014
H&R Block Financial Advisors 2003 - 2004
Merrill Lynch 1998 - 2003
Skills
PowerPoint, Excel, MS Office Suite, Basic Photoshop, QuarkXPress, Salesforce.com, Budgeting, Contract Negotiation, Contract Writing, Proposal Generation, Proposal Evaluation, Marketing ROI, Social Media, Financial Management, Sponsorship Sales, Corporate Sponsorships, Sponsorship Negotiations, Brand Development, New Business Development, Brand Activation, Account Management, Sponsorship, Budgets, Sports Management, Sports, Marketing, Ticket Sales, Social Media Marketing, Sports Marketing, Proposal Writing, Sales, Event Management, Microsoft Office, Microsoft Excel, Advertising, Relationship Marketing, Partnership Marketing, Event Planning, Integrated Marketing, Archtics, ROMI
Education
Florida Atlantic University 2004 — 2006
MBA, Sport Management
Florida Atlantic University
Bachelor's Degree, Finance
Florida Atlantic University January 2015 - Present
Pinnacle Advertising & Marketing Group May 2014 - Present
Sunrise Sports & Entertainment / Florida Panthers May 2006 - April 2014
H&R Block Financial Advisors 2003 - 2004
Merrill Lynch 1998 - 2003
Skills
PowerPoint, Excel, MS Office Suite, Basic Photoshop, QuarkXPress, Salesforce.com, Budgeting, Contract Negotiation, Contract Writing, Proposal Generation, Proposal Evaluation, Marketing ROI, Social Media, Financial Management, Sponsorship Sales, Corporate Sponsorships, Sponsorship Negotiations, Brand Development, New Business Development, Brand Activation, Account Management, Sponsorship, Budgets, Sports Management, Sports, Marketing, Ticket Sales, Social Media Marketing, Sports Marketing, Proposal Writing, Sales, Event Management, Microsoft Office, Microsoft Excel, Advertising, Relationship Marketing, Partnership Marketing, Event Planning, Integrated Marketing, Archtics, ROMI
Education
Florida Atlantic University 2004 — 2006
MBA, Sport Management
Florida Atlantic University
Bachelor's Degree, Finance
Marc Zabicki, CFA's H&R Block Financial Advisors Experience 2002 - 2008
Job Former Senior Market Strategist and Global Asset Allocation Committee Chair at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services October 2014 - August 2015
Ameriprise Financial Services October 2008 - October 2014
H&R Block Financial Advisors 2002 - 2008
H&R Block Financial Advisors 1998 - 2002
Citigroup (Salomon Brothers) April 1992 - June 1998
Skills
Securities, Fixed Income, Portfolio Management, Asset Allocation, ETFs, Financial Advisory, Analysis, Competitive Analysis, Series 7, Mutual Funds, Alternative Investments, Equities, Investment Strategies, Investments, Strategic Financial..., FINRA, Retirement, Asset Management, Series 63
Education
Florida State University 1984 — 1989
Economics
Chartered Financial Analyst (CFA)
Ameriprise Financial Services October 2014 - August 2015
Ameriprise Financial Services October 2008 - October 2014
H&R Block Financial Advisors 2002 - 2008
H&R Block Financial Advisors 1998 - 2002
Citigroup (Salomon Brothers) April 1992 - June 1998
Skills
Securities, Fixed Income, Portfolio Management, Asset Allocation, ETFs, Financial Advisory, Analysis, Competitive Analysis, Series 7, Mutual Funds, Alternative Investments, Equities, Investment Strategies, Investments, Strategic Financial..., FINRA, Retirement, Asset Management, Series 63
Education
Florida State University 1984 — 1989
Economics
Chartered Financial Analyst (CFA)
Mary Jones, CRPC®'s H&R Block Financial Advisors Experience June 2005 - November 2009
Job Benefits Specialist at Northeast Georgia Health System
Industry Hospital & Health Care
Experience
Northeast Georgia Health System July 2014 - Present
Northeast Georgia Health System May 2014 - July 2014
Ameriprise Financial Services, Inc. July 2012 - May 2013
Ameriprise Financial Services, Inc. 2010 - July 2012
Ameriprise Financial November 2009 - July 2012
H&R Block Financial Advisors June 2005 - November 2009
Gwinnett County Public Schools August 2004 - May 2005
Skills
Marketing, Series 7, Fixed Annuities, Mutual Funds, Insurance, Bonds, Financial Advisory, FINRA, Uniform Combined State..., ETFs, Retirement Planning, Wealth Management, Securities, Retirement, Series 63, Leadership, Investments
Education
College for Financial Planning
Chartered Retirement Planning Counselor
North Georgia College and State University 2000 — 2004
Accounting and Finance, Business, 3.84/4.00
Collins Hill High School 1996 — 2000
High School
Northeast Georgia Health System July 2014 - Present
Northeast Georgia Health System May 2014 - July 2014
Ameriprise Financial Services, Inc. July 2012 - May 2013
Ameriprise Financial Services, Inc. 2010 - July 2012
Ameriprise Financial November 2009 - July 2012
H&R Block Financial Advisors June 2005 - November 2009
Gwinnett County Public Schools August 2004 - May 2005
Skills
Marketing, Series 7, Fixed Annuities, Mutual Funds, Insurance, Bonds, Financial Advisory, FINRA, Uniform Combined State..., ETFs, Retirement Planning, Wealth Management, Securities, Retirement, Series 63, Leadership, Investments
Education
College for Financial Planning
Chartered Retirement Planning Counselor
North Georgia College and State University 2000 — 2004
Accounting and Finance, Business, 3.84/4.00
Collins Hill High School 1996 — 2000
High School
Alan St. Marie's H&R Block Financial Advisors Experience August 1999 - March 2004
Job National Account ManagerHenkel Corporation
Industry Consumer Goods
Experience
Henkel December 2013 - Present
Henkel February 2012 - December 2013
Henkel August 2010 - February 2012
Sequoia Financial Group May 2005 - March 2010
Sequoia Financial Group-Tampa, FL June 2007 - May 2009
Brennan Financial Group March 2004 - May 2005
H&R Block Financial Advisors August 1999 - March 2004
Education
David N. Myers University 2002 — 2004
MFP, Financial Planning
John Carroll University 1995 — 1999
BA, Economics
Loyola University Rome Center
Henkel December 2013 - Present
Henkel February 2012 - December 2013
Henkel August 2010 - February 2012
Sequoia Financial Group May 2005 - March 2010
Sequoia Financial Group-Tampa, FL June 2007 - May 2009
Brennan Financial Group March 2004 - May 2005
H&R Block Financial Advisors August 1999 - March 2004
Education
David N. Myers University 2002 — 2004
MFP, Financial Planning
John Carroll University 1995 — 1999
BA, Economics
Loyola University Rome Center
Marc Cantril, PMP, CSM's H&R Block Financial Advisors Experience April 2000 - June 2003
Job Project Manager at Cantril Software Consulting, LLC
Industry Computer Software
Experience
Cantril Software Consulting, LLC February 2003 - Present
Advent Financial May 2009 - January 2010
H&R Block July 2007 - April 2009
H&R Block August 2005 - April 2007
H&R Block August 2003 - July 2005
H&R Block June 2003 - August 2003
H&R Block Financial Advisors April 2000 - June 2003
G A Sullivan April 1998 - February 2003
H&R Block April 1998 - March 2000
Hoechst Marion Roussel December 1987 - December 1997
Education
Scrum Alliance 2010 — 2010
Certified ScrumMaster (CSM), Agile Project Management - Scrum
Shawnee Mission East 1977 — 1980
Baylor University
Cantril Software Consulting, LLC February 2003 - Present
Advent Financial May 2009 - January 2010
H&R Block July 2007 - April 2009
H&R Block August 2005 - April 2007
H&R Block August 2003 - July 2005
H&R Block June 2003 - August 2003
H&R Block Financial Advisors April 2000 - June 2003
G A Sullivan April 1998 - February 2003
H&R Block April 1998 - March 2000
Hoechst Marion Roussel December 1987 - December 1997
Education
Scrum Alliance 2010 — 2010
Certified ScrumMaster (CSM), Agile Project Management - Scrum
Shawnee Mission East 1977 — 1980
Baylor University
David Sassi's H&R Block Financial Advisors Experience 1993 - 2000
Job Market Distribution Associate Allstate Insurance
Industry Insurance
Experience
Allstate Insurance July 2007 - Present
Morgan Stanley 2000 - 2001
H&R Block Financial Advisors 1993 - 2000
Education
DePaul University
Allstate Insurance July 2007 - Present
Morgan Stanley 2000 - 2001
H&R Block Financial Advisors 1993 - 2000
Education
DePaul University
Phyllis Muder's H&R Block Financial Advisors Experience July 2007 - November 2008
Job Program Manager at American Public Works Association
Industry Nonprofit Organization Management
Experience
American Public Works Association January 2014 - Present
American Public Works Association November 2008 - January 2014
H&R Block Financial Advisors July 2007 - November 2008
Waddell & Reed September 2006 - July 2007
Timberline Garden Center September 2000 - August 2006
DST Systems September 1997 - August 2000
DST Systems, Inc September 1993 - September 1997
DST Systems May 1991 - September 1993
Skills
Project Planning, Captivate, Project Implementation, Project Coordination, Learning Management, Distance Learning, Quickbooks, Business Analysis, Business Management, Operations Management, PowerPoint, Adult Education, Audio Editing, E-learning, Premiere, Soundbooth, Microsoft Office, Word, Excel, Instructional Design, Online Training, E-learning Development, Microsoft Excel, Project Management, Management, Contract Negotiation, E-Learning, Government, Strategic Planning, SDLC, MS Project, Change Management, SharePoint, Analysis, Policy, Proposal Writing, Leadership
Education
California University of Pennsylvania 1978 — 1982
Bachelor's Degree, Communications
Mechanicsburg High School 1975 — 1978
American Public Works Association January 2014 - Present
American Public Works Association November 2008 - January 2014
H&R Block Financial Advisors July 2007 - November 2008
Waddell & Reed September 2006 - July 2007
Timberline Garden Center September 2000 - August 2006
DST Systems September 1997 - August 2000
DST Systems, Inc September 1993 - September 1997
DST Systems May 1991 - September 1993
Skills
Project Planning, Captivate, Project Implementation, Project Coordination, Learning Management, Distance Learning, Quickbooks, Business Analysis, Business Management, Operations Management, PowerPoint, Adult Education, Audio Editing, E-learning, Premiere, Soundbooth, Microsoft Office, Word, Excel, Instructional Design, Online Training, E-learning Development, Microsoft Excel, Project Management, Management, Contract Negotiation, E-Learning, Government, Strategic Planning, SDLC, MS Project, Change Management, SharePoint, Analysis, Policy, Proposal Writing, Leadership
Education
California University of Pennsylvania 1978 — 1982
Bachelor's Degree, Communications
Mechanicsburg High School 1975 — 1978
Alicia Fitzsimmons's H&R Block Financial Advisors Experience June 2001 - June 2002
Job Certified Financial Planner
Industry Financial Services
Experience
Fidelity Investments November 2005 - Present
BB&T November 2004 - November 2005
Wachovia (previously SouthTrust) June 2002 - May 2004
H&R Block Financial Advisors June 2001 - June 2002
HSBC November 1999 - February 2001
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Certified Financial...
Education
State University of New York College at Oswego 1999 — 2001
Master's, Vocational Education
Binghamton University - School of Management 1994 — 1998
Bachelor's, Business Management Finance Concentration
Fidelity Investments November 2005 - Present
BB&T November 2004 - November 2005
Wachovia (previously SouthTrust) June 2002 - May 2004
H&R Block Financial Advisors June 2001 - June 2002
HSBC November 1999 - February 2001
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Certified Financial...
Education
State University of New York College at Oswego 1999 — 2001
Master's, Vocational Education
Binghamton University - School of Management 1994 — 1998
Bachelor's, Business Management Finance Concentration
Erik Melang's H&R Block Financial Advisors Experience 1999 - 2008
Job Assoc. VP of Investments at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial January 2008 - Present
H&R Block Financial Advisors 1999 - 2008
Education
Appalachian State University 1983 — 1987
BSBA, International Finance
Ameriprise Financial January 2008 - Present
H&R Block Financial Advisors 1999 - 2008
Education
Appalachian State University 1983 — 1987
BSBA, International Finance
Al Hoffman's H&R Block Financial Advisors Experience 1997 - 2002
Job Senior Customer Insight Analyst at Insurance.com
Industry Insurance
Experience
Insurance.com 2009 - Present
Insurance.com 2008 - 2009
Insurance.com 2006 - 2008
Insurance.com 2003 - 2005
H&R Block Financial Advisors 1997 - 2002
Education
Baldwin Wallace University 1993 — 1997
Bachelor of Arts, Accounting & Finance
B.A.
Insurance.com 2009 - Present
Insurance.com 2008 - 2009
Insurance.com 2006 - 2008
Insurance.com 2003 - 2005
H&R Block Financial Advisors 1997 - 2002
Education
Baldwin Wallace University 1993 — 1997
Bachelor of Arts, Accounting & Finance
B.A.
Larry Lessley's H&R Block Financial Advisors Experience June 2004 - November 2008
Job Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2009 - Present
Ameriprise Financial 2008 - June 2009
H&R Block Financial Advisors June 2004 - November 2008
OLDE Discount Stockbrokers May 1991 - June 2004
OLDE Discount Stockbrokers September 1989 - May 1991
OLDE Discount Stockbrokers June 1987 - September 1989
Gap Inc. December 1983 - December 1984
Skills
FINRA, Series 7, Series 24, Mutual Funds, Investment Advisory, Series 63, Securities, Retirement Planning, Wealth Management, Asset Allocation, Investments
Education
Calvin College 1979 — 1983
BA, Economics
Ameriprise Financial Services, Inc. June 2009 - Present
Ameriprise Financial 2008 - June 2009
H&R Block Financial Advisors June 2004 - November 2008
OLDE Discount Stockbrokers May 1991 - June 2004
OLDE Discount Stockbrokers September 1989 - May 1991
OLDE Discount Stockbrokers June 1987 - September 1989
Gap Inc. December 1983 - December 1984
Skills
FINRA, Series 7, Series 24, Mutual Funds, Investment Advisory, Series 63, Securities, Retirement Planning, Wealth Management, Asset Allocation, Investments
Education
Calvin College 1979 — 1983
BA, Economics
Richard Hollingsworth's H&R Block Financial Advisors Experience 2000 - 2009
Job Relationship Manager at Sungard Wall Street Concepts
Industry Financial Services
Experience
Sungard Wall Street Concepts April 2011 - Present
Jeffries & Company, Inc October 2009 - April 2011
Ameriprise Advisor Services, Inc October 2000 - October 2009
H&R Block Financial Advisors 2000 - 2009
Merrill Lynch 1976 - 1982
Skills
Management, Fixed Income, Tax Reporting, Accounting, Tax, Financial Services, Securities, Equities, Investments, Financial Statements, Finance, Corporate Actions, Mutual Funds, Strategic Financial..., Asset Management, Wealth Management, Cash Management, Series 7
Education
Indiana University - Kelley School of Business 1975 — 1976
MBA, Finance
Purdue University 1969 — 1973
BS, Business Economics
Sungard Wall Street Concepts April 2011 - Present
Jeffries & Company, Inc October 2009 - April 2011
Ameriprise Advisor Services, Inc October 2000 - October 2009
H&R Block Financial Advisors 2000 - 2009
Merrill Lynch 1976 - 1982
Skills
Management, Fixed Income, Tax Reporting, Accounting, Tax, Financial Services, Securities, Equities, Investments, Financial Statements, Finance, Corporate Actions, Mutual Funds, Strategic Financial..., Asset Management, Wealth Management, Cash Management, Series 7
Education
Indiana University - Kelley School of Business 1975 — 1976
MBA, Finance
Purdue University 1969 — 1973
BS, Business Economics
David H Dill's H&R Block Financial Advisors Experience October 2001 - January 2007
Job Independent Financial Consultant
Industry Investment Management
Experience
DHD Wealth Management & Venture Capital, LLC October 2001 - Present
Cox Communications May 2012 - January 2013
The Home Depot July 2010 - April 2012
H&R Block Financial Advisors October 2001 - January 2007
Culligan International November 1994 - March 2001
Skills
Negotiation, Strategic Financial..., Microsoft Word, Series 7, Fixed Annuities, Public Relations, Team Building, Asset Management, Budgets, Business Analysis, Strategic Planning, Project Management, Social Media Marketing, Customer Service, Life Insurance, Process Improvement, Employee Benefits, Investments, Business Development, Marketing Strategy, Portfolio Management, Sales, Retirement Planning, Account Management, Public Speaking, Research, Event Planning, Retirement, Financial Analysis, Banking, New Business Development, Sales Management, Management, Product Development, Microsoft Office, Microsoft Excel, Team Leadership, Teamwork, Software Documentation, Insurance, Risk Management, Leadership, Coaching, Marketing, Financial Advisory, Finance, Customer Retention, Training, Merchandising, Business Planning
Education
Wichita Area Technical College 2013 — 2014
Associates in Machining, Advanced Manufacturing, 3.8
Wichita State University 1987 — 1990
Business Administration, Emphasis in Accounting & Finance, Accounting & Finance, 3.0
Butler County Community College 1985 — 1987
General Education, Accounting and Finance, 2.8
Wichita South High School 1981 — 1983
General Education, General Education, 2.5
DHD Wealth Management & Venture Capital, LLC October 2001 - Present
Cox Communications May 2012 - January 2013
The Home Depot July 2010 - April 2012
H&R Block Financial Advisors October 2001 - January 2007
Culligan International November 1994 - March 2001
Skills
Negotiation, Strategic Financial..., Microsoft Word, Series 7, Fixed Annuities, Public Relations, Team Building, Asset Management, Budgets, Business Analysis, Strategic Planning, Project Management, Social Media Marketing, Customer Service, Life Insurance, Process Improvement, Employee Benefits, Investments, Business Development, Marketing Strategy, Portfolio Management, Sales, Retirement Planning, Account Management, Public Speaking, Research, Event Planning, Retirement, Financial Analysis, Banking, New Business Development, Sales Management, Management, Product Development, Microsoft Office, Microsoft Excel, Team Leadership, Teamwork, Software Documentation, Insurance, Risk Management, Leadership, Coaching, Marketing, Financial Advisory, Finance, Customer Retention, Training, Merchandising, Business Planning
Education
Wichita Area Technical College 2013 — 2014
Associates in Machining, Advanced Manufacturing, 3.8
Wichita State University 1987 — 1990
Business Administration, Emphasis in Accounting & Finance, Accounting & Finance, 3.0
Butler County Community College 1985 — 1987
General Education, Accounting and Finance, 2.8
Wichita South High School 1981 — 1983
General Education, General Education, 2.5
Ben Kalkert, CFA, CFP®'s H&R Block Financial Advisors Experience 2001 - 2008
Job Regional Vice President Private Client Group
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments November 2012 - December 2014
USAA Wealth Management August 2010 - November 2012
Level Four Advisory Services March 2008 - August 2010
H&R Block Financial Advisors 2001 - 2008
Education
College for Financial Planning 2002 — 2005
Master of Science, Financial Planning
North Carolina State University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
North Carolina State University - College of Management 1996 — 2000
Ravenscroft High school 1993 — 1996
Fidelity Investments January 2015 - Present
Fidelity Investments November 2012 - December 2014
USAA Wealth Management August 2010 - November 2012
Level Four Advisory Services March 2008 - August 2010
H&R Block Financial Advisors 2001 - 2008
Education
College for Financial Planning 2002 — 2005
Master of Science, Financial Planning
North Carolina State University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
North Carolina State University - College of Management 1996 — 2000
Ravenscroft High school 1993 — 1996
Gerald Gunkel's H&R Block Financial Advisors Experience February 1999 - September 2001
Job Business Development / Sales Management
Industry Investment Management
Experience
BB&T August 2010 - June 2011
Colonial Bank March 2009 - August 2010
Regions Bank March 2004 - July 2008
Prudential Financial August 2003 - February 2004
Wachovia Bank November 2001 - July 2003
H&R Block Financial Advisors February 1999 - September 2001
Warren Real Estate of Ithaca 1991 - 1998
Education
Cornell University 1970 — 1973
BS, Communication Arts
BB&T August 2010 - June 2011
Colonial Bank March 2009 - August 2010
Regions Bank March 2004 - July 2008
Prudential Financial August 2003 - February 2004
Wachovia Bank November 2001 - July 2003
H&R Block Financial Advisors February 1999 - September 2001
Warren Real Estate of Ithaca 1991 - 1998
Education
Cornell University 1970 — 1973
BS, Communication Arts
Valerie Hampton's H&R Block Financial Advisors Experience November 2000 - November 2008
Job HR Manager/Consultant at Detroit Public Schools
Industry Human Resources
Experience
Detroit Public Schools February 2013 - Present
Detroit Public Schools November 2011 - January 2013
Detroit Public Schools October 2010 - December 2011
Ameriprise Financial November 2008 - October 2009
H&R Block Financial Advisors November 2000 - November 2008
Philadelphia Housing Authority October 1999 - July 2000
City of Detroit Housing Commission October 1994 - May 1999
Skills
Benefits Administration, Human Resources, Onboarding, HRIS, Employee Benefits, Payroll, Recruiting, Talent Management, FMLA, Management, Customer Service, Labor Relations, Policy, Employee Relations, Administrative..., New Hire Orientations, Interviews, Time Management, Technical Recruiting, Process Improvement, System Administration, Personnel Management, Performance Appraisal, Insurance, Succession Planning, Coaching, Accounting, Training, Employee Training, PeopleSoft
Education
Central Michigan University 2013 — 2015
University of Detroit Mercy 1994 — 1999
BA, English
Detroit Public Schools February 2013 - Present
Detroit Public Schools November 2011 - January 2013
Detroit Public Schools October 2010 - December 2011
Ameriprise Financial November 2008 - October 2009
H&R Block Financial Advisors November 2000 - November 2008
Philadelphia Housing Authority October 1999 - July 2000
City of Detroit Housing Commission October 1994 - May 1999
Skills
Benefits Administration, Human Resources, Onboarding, HRIS, Employee Benefits, Payroll, Recruiting, Talent Management, FMLA, Management, Customer Service, Labor Relations, Policy, Employee Relations, Administrative..., New Hire Orientations, Interviews, Time Management, Technical Recruiting, Process Improvement, System Administration, Personnel Management, Performance Appraisal, Insurance, Succession Planning, Coaching, Accounting, Training, Employee Training, PeopleSoft
Education
Central Michigan University 2013 — 2015
University of Detroit Mercy 1994 — 1999
BA, English
Jack Ferhadson's H&R Block Financial Advisors Experience December 1999 - October 2008
Job Project Manager
Industry Information Technology and Services
Experience
SourceHOV October 2012 - Present
Genesis10 Corporation May 2011 - August 2011
Ameriprise Financial Services, Inc. November 2008 - May 2010
Ameriprise Financial November 2008 - May 2010
H&R Block Financial Advisors December 1999 - October 2008
OLDE Discount Brokers August 1988 - November 1999
Skills
Program Management, Business Analysis, PMO, Process Improvement, Project Delivery, SharePoint, Risk Management, Data Center, Business Process, Visio, Agile Methodologies, Project Portfolio..., Software Development, SDLC, PMP, Access, Business Requirements, Software Documentation, Vendor Management, Requirements Gathering, Requirements Analysis, Software Project..., Integration, IT Strategy, Disaster Recovery, Outsourcing, Business Process..., Six Sigma, IT Management, MS Project, Information Technology, Troubleshooting, ITIL, Business Intelligence, Business Process..., IT Service Management, Resource Management, Project Management
Education
Eastern Michigan University 1982 — 1986
BBA, Business Information Systems
SourceHOV October 2012 - Present
Genesis10 Corporation May 2011 - August 2011
Ameriprise Financial Services, Inc. November 2008 - May 2010
Ameriprise Financial November 2008 - May 2010
H&R Block Financial Advisors December 1999 - October 2008
OLDE Discount Brokers August 1988 - November 1999
Skills
Program Management, Business Analysis, PMO, Process Improvement, Project Delivery, SharePoint, Risk Management, Data Center, Business Process, Visio, Agile Methodologies, Project Portfolio..., Software Development, SDLC, PMP, Access, Business Requirements, Software Documentation, Vendor Management, Requirements Gathering, Requirements Analysis, Software Project..., Integration, IT Strategy, Disaster Recovery, Outsourcing, Business Process..., Six Sigma, IT Management, MS Project, Information Technology, Troubleshooting, ITIL, Business Intelligence, Business Process..., IT Service Management, Resource Management, Project Management
Education
Eastern Michigan University 1982 — 1986
BBA, Business Information Systems
Mike Barratt's H&R Block Financial Advisors Experience June 2000 - June 2005
Job VPFinancial Consultant at Fortune 500 Company
Industry Financial Services
Experience
Fortune 500 Company April 2008 - Present
Vantus Bank June 2005 - March 2008
H&R Block Financial Advisors June 2000 - June 2005
Skills
Personal Development, Strategic Leadership, Goals, Accountability, Strategic Planning, Success Coaching, Professional Mentoring, Professional Counseling, Leadership Development, Leadership Trainer, Financial Management..., Financial Services, Leadership
Education
Coe College 1996 — 2000
Bachelor's, Economics, Business & Administration
Fortune 500 Company April 2008 - Present
Vantus Bank June 2005 - March 2008
H&R Block Financial Advisors June 2000 - June 2005
Skills
Personal Development, Strategic Leadership, Goals, Accountability, Strategic Planning, Success Coaching, Professional Mentoring, Professional Counseling, Leadership Development, Leadership Trainer, Financial Management..., Financial Services, Leadership
Education
Coe College 1996 — 2000
Bachelor's, Economics, Business & Administration
Lorene Fleming's H&R Block Financial Advisors Experience January 1999 - January 2004
Job Regulatory Rep at Wedbush Morgan Securities
Industry Financial Services
Experience
Wedbush Morgan Securities August 2006 - Present
Wells Fargo Bank April 2005 - July 2006
H&R Block Financial Advisors January 1999 - January 2004
Skills
Series 7, Series 24, Investments, Securities, Finance, Loans, Credit, Series 63, Portfolio Management, Retirement Planning, Fundraising, Leadership Development, Training, Leadership
Education
California State Polytechnic University-Pomona 2006 — 2010
MBA, Business
Wedbush Morgan Securities August 2006 - Present
Wells Fargo Bank April 2005 - July 2006
H&R Block Financial Advisors January 1999 - January 2004
Skills
Series 7, Series 24, Investments, Securities, Finance, Loans, Credit, Series 63, Portfolio Management, Retirement Planning, Fundraising, Leadership Development, Training, Leadership
Education
California State Polytechnic University-Pomona 2006 — 2010
MBA, Business
Annette Ryder's H&R Block Financial Advisors Experience August 2005 - April 2007
Job Tax Associate at H&R Block (seasonal)
Industry Retail
Experience
H&R Block January 2013 - Present
Various Companies April 2004 - Present
Dollar Store September 2009 - July 2010
Mutual of Omaha June 2008 - April 2009
H&R Block January 2008 - April 2008
H&R Block Financial Advisors August 2005 - April 2007
H&R Block August 2005 - April 2007
various June 1983 - April 2007
Lowe's Home-Improvement Warehouse October 2004 - July 2005
Self-employed April 2004 - October 2004
Skills
Scheduling, Microsoft Office, Customer Relations, Problem Solving, Administration, Data Entry, Advertising, Insurance, Shipping, Supervisory Skills, Radio, Program Development, Teaching, Public Relations, Inventory Management, Tax, Office Equipment, Fax, French, Customer Service, Small Business, Telephony, Payroll, Telemarketing, Outlook, Word, Access, Non-profits, Writing, Research, Social Media, Mentoring, Team Leadership, Teamwork, Public Speaking, Nonprofits, Marketing, Telephone Skills, Training
Education
Azusa Pacific University 1981 — 1983
AA; Associate; Bachelor's, AA Business focus
Azusa Pacific University 1981 — 1983
Associate of Arts (AA), General Studies
The Salvation Army School for Officers Training 1981 — 1983
Certificate of Program Completion and Ordination, Ministry (2 year program, Certificate of Completion and subsequent ordination
holy names academy 1968 — 1972
Diploma, High School Diploma, Rigorous Curriculum
H&R Block January 2013 - Present
Various Companies April 2004 - Present
Dollar Store September 2009 - July 2010
Mutual of Omaha June 2008 - April 2009
H&R Block January 2008 - April 2008
H&R Block Financial Advisors August 2005 - April 2007
H&R Block August 2005 - April 2007
various June 1983 - April 2007
Lowe's Home-Improvement Warehouse October 2004 - July 2005
Self-employed April 2004 - October 2004
Skills
Scheduling, Microsoft Office, Customer Relations, Problem Solving, Administration, Data Entry, Advertising, Insurance, Shipping, Supervisory Skills, Radio, Program Development, Teaching, Public Relations, Inventory Management, Tax, Office Equipment, Fax, French, Customer Service, Small Business, Telephony, Payroll, Telemarketing, Outlook, Word, Access, Non-profits, Writing, Research, Social Media, Mentoring, Team Leadership, Teamwork, Public Speaking, Nonprofits, Marketing, Telephone Skills, Training
Education
Azusa Pacific University 1981 — 1983
AA; Associate; Bachelor's, AA Business focus
Azusa Pacific University 1981 — 1983
Associate of Arts (AA), General Studies
The Salvation Army School for Officers Training 1981 — 1983
Certificate of Program Completion and Ordination, Ministry (2 year program, Certificate of Completion and subsequent ordination
holy names academy 1968 — 1972
Diploma, High School Diploma, Rigorous Curriculum
Jimmie Canole's H&R Block Financial Advisors Experience October 2005 - October 2008
Job Employees Benefits/Insurance Specialist
Industry Insurance
Experience
Aflac February 2015 - Present
Brewer Financial Services September 2008 - December 2010
H&R Block Financial Advisors October 2005 - October 2008
Wachovia Securities Financial Network January 2000 - October 2005
Skills
Disability Insurance, Retirement, Retirement Planning, IRAs, Equity Indexed Annuities, 401k, 401k Rollovers, Fixed Annuities, Life Insurance, Cancer Insurance, Insurance, Employee Benefits, Term Life Insurance
Education
Columbia College 1978 — 1981
BA, Business and Accounting
Aflac February 2015 - Present
Brewer Financial Services September 2008 - December 2010
H&R Block Financial Advisors October 2005 - October 2008
Wachovia Securities Financial Network January 2000 - October 2005
Skills
Disability Insurance, Retirement, Retirement Planning, IRAs, Equity Indexed Annuities, 401k, 401k Rollovers, Fixed Annuities, Life Insurance, Cancer Insurance, Insurance, Employee Benefits, Term Life Insurance
Education
Columbia College 1978 — 1981
BA, Business and Accounting
Laura Togut's H&R Block Financial Advisors Experience June 2004 - September 2004
Job Financial Services Consultant
Industry Financial Services
Experience
Oliver Wyman May 2011 - Present
Serious Eats January 2011 - Present
MMG Partners September 2009 - March 2011
Thirteen/WNET December 2008 - September 2009
Bear Wagner Specialists June 2006 - July 2006
MBF Clearing Corporation (NYMEX) July 2005 - August 2005
Marcus & Millichap June 2005 - July 2005
H&R Block Financial Advisors June 2004 - September 2004
A.G. Edwards June 2002 - August 2002
Skills
Economics, Research, Excel, PowerPoint, Analysis
Education
Harvard University 2004 — 2008
BA, Economics
Oliver Wyman May 2011 - Present
Serious Eats January 2011 - Present
MMG Partners September 2009 - March 2011
Thirteen/WNET December 2008 - September 2009
Bear Wagner Specialists June 2006 - July 2006
MBF Clearing Corporation (NYMEX) July 2005 - August 2005
Marcus & Millichap June 2005 - July 2005
H&R Block Financial Advisors June 2004 - September 2004
A.G. Edwards June 2002 - August 2002
Skills
Economics, Research, Excel, PowerPoint, Analysis
Education
Harvard University 2004 — 2008
BA, Economics
Alexander Grinshpun CFP®, MBA's H&R Block Financial Advisors Experience August 1998 - May 2002
Job Head of investment operations at Asset Management Group, Ltd
Industry Investment Management
Experience
Asset Management Group, Ltd. May 2002 - Present
H&R Block Financial Advisors August 1998 - May 2002
Skills
Portfolio Management, Investment Strategies, Business Analysis, Negotiation, Market Analysis, Customer Relations, Excel
Education
Roosevelt University 1996 — 1999
BS, Finance
DePaul University 2001 — 2002
Cetified Financial Planner, CFP
University of Phoenix 2006 — 2007
MBA
Asset Management Group, Ltd. May 2002 - Present
H&R Block Financial Advisors August 1998 - May 2002
Skills
Portfolio Management, Investment Strategies, Business Analysis, Negotiation, Market Analysis, Customer Relations, Excel
Education
Roosevelt University 1996 — 1999
BS, Finance
DePaul University 2001 — 2002
Cetified Financial Planner, CFP
University of Phoenix 2006 — 2007
MBA
Bill Tsoulos MBA's H&R Block Financial Advisors Experience September 2006 - October 2009
Job Sr. Regional Sales Facilitator at MetLife
Industry Financial Services
Experience
MetLife December 2014 - Present
J.P. Morgan October 2013 - December 2014
Ameriprise Financial Services, Inc. October 2011 - October 2013
Ameriprise Financial Services, Inc. March 2011 - October 2011
Ameriprise Financial Advisors September 2006 - March 2011
H&R Block Financial Advisors September 2006 - October 2009
Skills
Leadership, Insurance, Finance, Sales, Series 7, Retirement Planning, Mutual Funds, Time Management, Series 63, Wealth Management, Investment Advisory, Asset Allocation, Retirement, Uniform Combined State..., Strategic Financial...
Education
Benedictine University 2006 — 2010
MBA, Finance
University of Illinois at Chicago 2000 — 2004
BSA, Enlish Literature
MetLife December 2014 - Present
J.P. Morgan October 2013 - December 2014
Ameriprise Financial Services, Inc. October 2011 - October 2013
Ameriprise Financial Services, Inc. March 2011 - October 2011
Ameriprise Financial Advisors September 2006 - March 2011
H&R Block Financial Advisors September 2006 - October 2009
Skills
Leadership, Insurance, Finance, Sales, Series 7, Retirement Planning, Mutual Funds, Time Management, Series 63, Wealth Management, Investment Advisory, Asset Allocation, Retirement, Uniform Combined State..., Strategic Financial...
Education
Benedictine University 2006 — 2010
MBA, Finance
University of Illinois at Chicago 2000 — 2004
BSA, Enlish Literature
Jeremy Wise's H&R Block Financial Advisors Experience May 2008 - August 2008
Job Senior Audit Associate at McGladrey
Industry Accounting
Experience
McGladrey November 2011 - Present
Aramark at Fenway April 2010 - February 2012
Department of Telecommunications and Cable July 2009 - June 2010
H&R Block Financial Advisors May 2008 - August 2008
Skills
Tax, GAAP, IFRS, FASB, Financial Analysis, Financial Modeling, US GAAP, Valuation, Accounting, Financial Accounting, Strategic Financial..., Financial Statements
Education
Boston University 2007 — 2011
Bachelor of Science (BS), Accounting
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration; Accounting
McGladrey November 2011 - Present
Aramark at Fenway April 2010 - February 2012
Department of Telecommunications and Cable July 2009 - June 2010
H&R Block Financial Advisors May 2008 - August 2008
Skills
Tax, GAAP, IFRS, FASB, Financial Analysis, Financial Modeling, US GAAP, Valuation, Accounting, Financial Accounting, Strategic Financial..., Financial Statements
Education
Boston University 2007 — 2011
Bachelor of Science (BS), Accounting
Boston University - School of Management 2007 — 2011
Bachelor of Science, Business Administration; Accounting
Heather Randolph's H&R Block Financial Advisors Experience September 2001 - February 2003
Job 3rd degree Black Belt Kokikai Aikido
Industry Sports
Experience
H&R Block December 2006 - Present
Boston Kokikai Aikido August 2006 - Present
self employed rental property owner April 2002 - Present
H&R Block Financial Advisors September 2001 - February 2003
Software Fellowship Trellix Corp. May 2000 - August 2000
Keystone Investments June 1998 - November 1999
Skills
Social Media Marketing, Email Marketing, Rental Management, Vacation Rental, Tax Returns, Operations Management, Account Management, PowerPoint, Microsoft Office, Tax Preparation, Outlook, Microsoft Excel, Leadership, Business Planning, Management, Small Business, Strategic Planning, Team Building, Tax, Coaching, Online Marketing, Tax Accounting, Real Estate, Customer Service, Access, Microsoft Word, Accounting, Budgets, Payroll, Nonprofits, Retail, Public Speaking, Event Planning, Sales, Training, Research, Teaching, Social Media, Project Management, Marketing Strategy
Education
Boston University 2001 — 2001
CLIENT SERVICES PROGRAMMER FOR THE INTERNET
Trinity College-Hartford
Bachelor of Applied Science (B.A.Sc.), Psychology
WILLISTON Northampton high school
High School, English Language and Literature, General
H&R Block December 2006 - Present
Boston Kokikai Aikido August 2006 - Present
self employed rental property owner April 2002 - Present
H&R Block Financial Advisors September 2001 - February 2003
Software Fellowship Trellix Corp. May 2000 - August 2000
Keystone Investments June 1998 - November 1999
Skills
Social Media Marketing, Email Marketing, Rental Management, Vacation Rental, Tax Returns, Operations Management, Account Management, PowerPoint, Microsoft Office, Tax Preparation, Outlook, Microsoft Excel, Leadership, Business Planning, Management, Small Business, Strategic Planning, Team Building, Tax, Coaching, Online Marketing, Tax Accounting, Real Estate, Customer Service, Access, Microsoft Word, Accounting, Budgets, Payroll, Nonprofits, Retail, Public Speaking, Event Planning, Sales, Training, Research, Teaching, Social Media, Project Management, Marketing Strategy
Education
Boston University 2001 — 2001
CLIENT SERVICES PROGRAMMER FOR THE INTERNET
Trinity College-Hartford
Bachelor of Applied Science (B.A.Sc.), Psychology
WILLISTON Northampton high school
High School, English Language and Literature, General
Chris Paik-Phong's H&R Block Financial Advisors Experience June 2005 - June 2006
Job Senior Operations Manager at Resources Global Professionals
Industry Management Consulting
Experience
Resources Global Professionals July 2006 - Present
H&R Block Financial Advisors June 2005 - June 2006
Chubb Group of Insurance Co. August 2002 - June 2005
AIG SunAmerica July 2000 - August 2002
Martin & McCormick, APC June 1997 - July 2000
Skills
Business Process..., Process Improvement, Change Management, Management Consulting, Process Engineering, Leadership, Business Analysis, Cross-functional Team..., Forecasting, Outsourcing, Performance Management, Program Management, Vendor Management
Education
University of California, Irvine 1994 — 1999
Bachelor of Arts (BA) - double major, Political Science and Interdisciplinary Studies
Fuller Theological Seminary
Master's degree, Divinity/Ministry
Resources Global Professionals July 2006 - Present
H&R Block Financial Advisors June 2005 - June 2006
Chubb Group of Insurance Co. August 2002 - June 2005
AIG SunAmerica July 2000 - August 2002
Martin & McCormick, APC June 1997 - July 2000
Skills
Business Process..., Process Improvement, Change Management, Management Consulting, Process Engineering, Leadership, Business Analysis, Cross-functional Team..., Forecasting, Outsourcing, Performance Management, Program Management, Vendor Management
Education
University of California, Irvine 1994 — 1999
Bachelor of Arts (BA) - double major, Political Science and Interdisciplinary Studies
Fuller Theological Seminary
Master's degree, Divinity/Ministry
Cheri Wiener's H&R Block Financial Advisors Experience April 1999 - November 2002
Job Sales Supervision Manager at Ameriprise Financial
Industry Legal Services
Experience
Ameriprise Financial May 2010 - Present
Ameriprise Financial October 2005 - October 2009
Ameriprise Advisor Services Inc 1999 - 2009
Ameriprise Advisor Services (formerly H&R Block Finl Advisors) November 2002 - October 2005
H&R Block Financial Advisors April 1999 - November 2002
Spar Marketing Force May 1995 - November 1999
Detroit Edison March 1998 - April 1999
NBD Bank November 1984 - October 1997
Skills
Securities, Alternative Investments, Investment Advisory, Financial Services, PowerPoint, Due Diligence, Analysis, Access, Investments, Wealth Management, Series 63, Portfolio Management, Finance, Strategic Financial..., Outlook, Customer Service, Disaster Recovery, Accounting, Credit, Management, Trading, Microsoft Excel, Internal Audit, Bonds, Microsoft Word, Research, Software Documentation, Retirement Planning, Process Improvement, Series 7, Program Management, FINRA, Sales, Mutual Funds
Education
Oakland Community College 1981 — 2011
Associates, Administration
Walsh College
MS, Management
Walsh College
Master of Science, International Management
Central Michigan University
BSA, Business
Central Michigan University
Bachelor of Science, Organization Administration
Ameriprise Financial May 2010 - Present
Ameriprise Financial October 2005 - October 2009
Ameriprise Advisor Services Inc 1999 - 2009
Ameriprise Advisor Services (formerly H&R Block Finl Advisors) November 2002 - October 2005
H&R Block Financial Advisors April 1999 - November 2002
Spar Marketing Force May 1995 - November 1999
Detroit Edison March 1998 - April 1999
NBD Bank November 1984 - October 1997
Skills
Securities, Alternative Investments, Investment Advisory, Financial Services, PowerPoint, Due Diligence, Analysis, Access, Investments, Wealth Management, Series 63, Portfolio Management, Finance, Strategic Financial..., Outlook, Customer Service, Disaster Recovery, Accounting, Credit, Management, Trading, Microsoft Excel, Internal Audit, Bonds, Microsoft Word, Research, Software Documentation, Retirement Planning, Process Improvement, Series 7, Program Management, FINRA, Sales, Mutual Funds
Education
Oakland Community College 1981 — 2011
Associates, Administration
Walsh College
MS, Management
Walsh College
Master of Science, International Management
Central Michigan University
BSA, Business
Central Michigan University
Bachelor of Science, Organization Administration
Mike Tsan's H&R Block Financial Advisors Experience January 1999 - October 2008
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2008 - Present
H&R Block Financial Advisors January 1999 - October 2008
Olde Discount Stockbrokers January 1995 - January 1999
Education
Arizona State University 1990 — 1994
Bachelor of Science, Finance
Ameriprise Financial Services, Inc. October 2008 - Present
H&R Block Financial Advisors January 1999 - October 2008
Olde Discount Stockbrokers January 1995 - January 1999
Education
Arizona State University 1990 — 1994
Bachelor of Science, Finance
Patrick Kurka's H&R Block Financial Advisors Experience 1999 - 2003
Job Business AnalystIT/Information Services, National Interstate Insurance
Industry Insurance
Experience
National Interstate Insurance Company January 2014 - Present
FirstMerit Bank November 2004 - January 2014
Ohio Savings Bank/AMTrust Bank 2003 - 2004
Ohio Savings Bank 2002 - 2003
H&R Block Financial Advisors 1999 - 2003
Skills
Management, Leadership, Banking, Call Centers, Financial Services, Project Planning, CRM, Project Management, Financial Analysis, Communication Skills, Risk Management, Training, Customer Service, Analysis, Investments, Finance, Retail Banking, Mergers & Acquisitions, Troubleshooting, Process Improvement, Financial Planning, Integration, Sales, Visio, Access, Microsoft Excel, Coaching, Operations Management, Mutual Funds, Securities, PowerPoint, Crystal Reports, Back Office, Business Analysis, Business Process, Business Requirements, MS Excel Pivot Tables, Business Process..., Process Flow..., User Documentation, Software Documentation, Change Management, SharePoint
Education
Baldwin Wallace University 1995 — 1999
B.S., Finance, Management
National Interstate Insurance Company January 2014 - Present
FirstMerit Bank November 2004 - January 2014
Ohio Savings Bank/AMTrust Bank 2003 - 2004
Ohio Savings Bank 2002 - 2003
H&R Block Financial Advisors 1999 - 2003
Skills
Management, Leadership, Banking, Call Centers, Financial Services, Project Planning, CRM, Project Management, Financial Analysis, Communication Skills, Risk Management, Training, Customer Service, Analysis, Investments, Finance, Retail Banking, Mergers & Acquisitions, Troubleshooting, Process Improvement, Financial Planning, Integration, Sales, Visio, Access, Microsoft Excel, Coaching, Operations Management, Mutual Funds, Securities, PowerPoint, Crystal Reports, Back Office, Business Analysis, Business Process, Business Requirements, MS Excel Pivot Tables, Business Process..., Process Flow..., User Documentation, Software Documentation, Change Management, SharePoint
Education
Baldwin Wallace University 1995 — 1999
B.S., Finance, Management
Fred Palffy's H&R Block Financial Advisors Experience 2003 - 2007
Job Palffy Insurance Group, Inc.
Industry Insurance
Experience
Palffy Insurance Group, Inc. October 2012 - Present
Salvation Army Adult Rehabilitation Center March 2009 - October 2012
Chase Bank 2007 - 2008
H&R Block Financial Advisors 2003 - 2007
Township High School District 214 1989 - 2005
Arlington Heights Park District 1987 - 2004
Kamco Plastics 1987 - 1991
Skills
Licensed Life & Health..., Coaching, Public Speaking, Seminars, Microsoft Office, Microsoft Publisher, Microsoft Word, Microsoft Excel, PowerPoint, Lotus Notes, Community Outreach, Event Planning, Social Networking, Fundraising, Nonprofits
Education
Western Governors University 2011 — 2013
Master of Business Administration (MBA)
Illinois Institute of Technology 1982 — 1987
BS, Metallurgical and Materials Engineering
Maine South High School 1978 — 1982
Palffy Insurance Group, Inc. October 2012 - Present
Salvation Army Adult Rehabilitation Center March 2009 - October 2012
Chase Bank 2007 - 2008
H&R Block Financial Advisors 2003 - 2007
Township High School District 214 1989 - 2005
Arlington Heights Park District 1987 - 2004
Kamco Plastics 1987 - 1991
Skills
Licensed Life & Health..., Coaching, Public Speaking, Seminars, Microsoft Office, Microsoft Publisher, Microsoft Word, Microsoft Excel, PowerPoint, Lotus Notes, Community Outreach, Event Planning, Social Networking, Fundraising, Nonprofits
Education
Western Governors University 2011 — 2013
Master of Business Administration (MBA)
Illinois Institute of Technology 1982 — 1987
BS, Metallurgical and Materials Engineering
Maine South High School 1978 — 1982
Eric Woodhouse, MBA's H&R Block Financial Advisors Experience January 2000 - October 2009
Job Financial Advisor, Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - Present
Detroit River Outdoors 2007 - 2015
H&R Block Financial Advisors January 2000 - October 2009
Olde Discount Stockbrokers January 1996 - December 2000
Education
Wayne State University 2004 — 2006
MBA, Business Administration
Ferris State University 1991 — 1995
BA, Marketing
Ameriprise Financial Services, Inc. October 2009 - Present
Detroit River Outdoors 2007 - 2015
H&R Block Financial Advisors January 2000 - October 2009
Olde Discount Stockbrokers January 1996 - December 2000
Education
Wayne State University 2004 — 2006
MBA, Business Administration
Ferris State University 1991 — 1995
BA, Marketing
Melissa Ampola's H&R Block Financial Advisors Experience November 1999 - December 2008
Job Corporate Registered Principal at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2010 - Present
Ameriprise Financial Services, Inc. 2008 - November 2009
H&R Block Financial Advisors November 1999 - December 2008
Education
Central Michigan University 1994 — 1999
BS, Psychology, Child Development
Ameriprise Financial Services, Inc. May 2010 - Present
Ameriprise Financial Services, Inc. 2008 - November 2009
H&R Block Financial Advisors November 1999 - December 2008
Education
Central Michigan University 1994 — 1999
BS, Psychology, Child Development
Penni Bacheler's H&R Block Financial Advisors Experience July 1998 - November 2001
Job Systems Administrator and Technical Analyst
Industry Computer Software
Experience
SunGard Financial Systems October 2011 - October 2014
SunGard Financial Systems November 2009 - October 2011
SunGard Financial Systems November 2003 - November 2009
Bachnet Inc. December 2001 - November 2003
H&R Block Financial Advisors July 1998 - November 2001
Care Management Science Corporation July 1997 - April 1998
Philadelphia Stock Exchange January 1991 - March 1996
Skills
Requirements Analysis, Business Analysis, Trading Systems, SQL, Unix, SDLC, Software Project..., Integration, Risk Management, Java, XML, Pre-sales, UML, Databases, Unix Administration, Problem Solving, Troubleshooting, Linux System..., Linux, Performance Tuning, C, Object Oriented Design, Debugging
Education
Arcadia University 1987 — 1991
BS, Computer Science
Arcadia University 1987 — 1991
BA, Mathematics
SunGard Financial Systems October 2011 - October 2014
SunGard Financial Systems November 2009 - October 2011
SunGard Financial Systems November 2003 - November 2009
Bachnet Inc. December 2001 - November 2003
H&R Block Financial Advisors July 1998 - November 2001
Care Management Science Corporation July 1997 - April 1998
Philadelphia Stock Exchange January 1991 - March 1996
Skills
Requirements Analysis, Business Analysis, Trading Systems, SQL, Unix, SDLC, Software Project..., Integration, Risk Management, Java, XML, Pre-sales, UML, Databases, Unix Administration, Problem Solving, Troubleshooting, Linux System..., Linux, Performance Tuning, C, Object Oriented Design, Debugging
Education
Arcadia University 1987 — 1991
BS, Computer Science
Arcadia University 1987 — 1991
BA, Mathematics
Cindy Heaphy's H&R Block Financial Advisors Experience January 1994 - January 2004
Job Night Auditor/Front Desk/Breakfast person at La Quinta Inns & Suites
Industry Hospitality
Experience
La Quinta Inns & Suites October 2013 - Present
Best Western Savannah Gateway March 2013 - May 2015
Howard Johnson August 2008 - January 2013
Howard Johnson at Tybee Island August 2008 - January 2013
Red Carpet Keim Advantage November 2005 - April 2008
H&R Block Financial Advisors January 1994 - January 2004
Education
Bay Arenac Skill Center
Subject-Graphic Arts
Bay City Central High School
General Studies
Bayshire Cosmetology School - Bay City MI
License, Cosmetology, Barber/Styling, and Nail Instructor
Delta College
Psychology, Typing
La Quinta Inns & Suites October 2013 - Present
Best Western Savannah Gateway March 2013 - May 2015
Howard Johnson August 2008 - January 2013
Howard Johnson at Tybee Island August 2008 - January 2013
Red Carpet Keim Advantage November 2005 - April 2008
H&R Block Financial Advisors January 1994 - January 2004
Education
Bay Arenac Skill Center
Subject-Graphic Arts
Bay City Central High School
General Studies
Bayshire Cosmetology School - Bay City MI
License, Cosmetology, Barber/Styling, and Nail Instructor
Delta College
Psychology, Typing
Karyna Smith's H&R Block Financial Advisors Experience December 2010 - April 2014
Job Bilingual Financial Services Professional Seeking Employment
Industry Financial Services
Experience
H&R Block Financial Advisors December 2010 - April 2014
Navemar , S.A. de CV 1996 - 1998
Altamira Terminal Portuaria, S.A. de C.V. 1995 - 1996
Skills
Purchasing, Accounts Payable, Accounting, Accounts Receivable, Finance, Customer Service, Negotiation
Education
Elgin Community College 2009 — 2012
English as a Second Language
Universidad Autónoma de Tlaxcala 1989 — 1994
BS, Economics
College de Bachilleres, Mexico 1986 — 1988
Diploma, Business Administration
H&R Block Financial Advisors December 2010 - April 2014
Navemar , S.A. de CV 1996 - 1998
Altamira Terminal Portuaria, S.A. de C.V. 1995 - 1996
Skills
Purchasing, Accounts Payable, Accounting, Accounts Receivable, Finance, Customer Service, Negotiation
Education
Elgin Community College 2009 — 2012
English as a Second Language
Universidad Autónoma de Tlaxcala 1989 — 1994
BS, Economics
College de Bachilleres, Mexico 1986 — 1988
Diploma, Business Administration
Jason Karniol's H&R Block Financial Advisors Experience June 1998 - September 2004
Job Owner, ASSURED QUALITY TICKETS
Industry Entertainment
Experience
ASSURED QUALITY TICKETS January 2008 - Present
H&R Block Financial Advisors June 1998 - September 2004
Skills
Series 7, Small Business, Entrepreneurship, Strategic Financial..., Marketing, Investments, Start-ups
Education
Arizona State University, W. P. Carey School of Business 1992 — 1996
Bachelor of Science, Management
ASSURED QUALITY TICKETS January 2008 - Present
H&R Block Financial Advisors June 1998 - September 2004
Skills
Series 7, Small Business, Entrepreneurship, Strategic Financial..., Marketing, Investments, Start-ups
Education
Arizona State University, W. P. Carey School of Business 1992 — 1996
Bachelor of Science, Management
Jeffrey Waselko's H&R Block Financial Advisors Experience October 2001 - May 2002
Job Sales Professional
Industry Wholesale
Experience
Crane ChemPharma & Energy January 2012 - July 2015
Salcon, Inc March 2011 - October 2011
Ferguson Enterprises March 2010 - January 2011
Ferguson Enterprises August 2004 - March 2010
Ferguson Enterprises May 2002 - August 2004
H&R Block Financial Advisors October 2001 - May 2002
Sprint Nextel March 2001 - October 2001
Ferguson Enterprises February 1995 - February 2001
Pennsylvania Army National Guard March 1992 - March 1998
Education
Edinboro University of Pennsylvania 1989 — 1994
BS, Business administration: Marketing
Crane ChemPharma & Energy January 2012 - July 2015
Salcon, Inc March 2011 - October 2011
Ferguson Enterprises March 2010 - January 2011
Ferguson Enterprises August 2004 - March 2010
Ferguson Enterprises May 2002 - August 2004
H&R Block Financial Advisors October 2001 - May 2002
Sprint Nextel March 2001 - October 2001
Ferguson Enterprises February 1995 - February 2001
Pennsylvania Army National Guard March 1992 - March 1998
Education
Edinboro University of Pennsylvania 1989 — 1994
BS, Business administration: Marketing
Guy Anzell's H&R Block Financial Advisors Experience August 2004 - April 2008
Job Project Manager at Pentastar Aviation
Industry Airlines/Aviation
Experience
Seeking new opportunities June 2015 - Present
Pentastar Aviation December 2008 - June 2015
CIA Financial Group April 2008 - December 2008
H&R Block Financial Advisors August 2004 - April 2008
Bank One / Chase Bank October 2003 - August 2004
Hantz Group October 2001 - September 2003
Foamade Industries November 2000 - July 2001
DaimlerChrysler January 1998 - November 2000
Chrysler Pentastar Aviation October 1994 - December 1997
Skills
Aircraft Maintenance, Customer Service, Budget, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, Leadership, Project Management, Client Presentation, Seminars, Financial Analysis, SAP, Microsoft CRM, Private Pilot, Airframe & Power Plant..., Gantt, Cost Planning, Budgets, Risk Management, Process Improvement, Insurance, Strategic Financial..., Team Leadership, Portfolio Management, Finance, Strategic Planning, Aircraft, Commercial Aviation, Airports, Aerospace, Process Scheduler, Operations Management, Charter, Transportation, Program Management, Analysis, Project Planning, Management, Contract Negotiation, Team Building, Logistics, Site Relocation, Email Archiving, Customer Satisfaction
Education
The George Washington University 2014 — 2015
Project Management
Oakland University 1993 — 1997
Bachelors, Finance, Accounting
Embry-Riddle Aeronautical University 1985 — 1987
3.5 -4.0
Seeking new opportunities June 2015 - Present
Pentastar Aviation December 2008 - June 2015
CIA Financial Group April 2008 - December 2008
H&R Block Financial Advisors August 2004 - April 2008
Bank One / Chase Bank October 2003 - August 2004
Hantz Group October 2001 - September 2003
Foamade Industries November 2000 - July 2001
DaimlerChrysler January 1998 - November 2000
Chrysler Pentastar Aviation October 1994 - December 1997
Skills
Aircraft Maintenance, Customer Service, Budget, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, Leadership, Project Management, Client Presentation, Seminars, Financial Analysis, SAP, Microsoft CRM, Private Pilot, Airframe & Power Plant..., Gantt, Cost Planning, Budgets, Risk Management, Process Improvement, Insurance, Strategic Financial..., Team Leadership, Portfolio Management, Finance, Strategic Planning, Aircraft, Commercial Aviation, Airports, Aerospace, Process Scheduler, Operations Management, Charter, Transportation, Program Management, Analysis, Project Planning, Management, Contract Negotiation, Team Building, Logistics, Site Relocation, Email Archiving, Customer Satisfaction
Education
The George Washington University 2014 — 2015
Project Management
Oakland University 1993 — 1997
Bachelors, Finance, Accounting
Embry-Riddle Aeronautical University 1985 — 1987
3.5 -4.0
Marcella Edgley's H&R Block Financial Advisors Experience December 2010 - January 2014
Job Independent Sales Representative at Damsel in Defense
Industry Higher Education
Experience
Damsel in Defense October 2013 - Present
Idaho State University August 2010 - Present
H&R Block Financial Advisors December 2010 - January 2014
Idaho State University Physics Depament September 2012 - May 2013
Skills
Physics, Mathematica, Science, Statistics, Experimentation, Research, Spectroscopy, Higher Education, Numerical Analysis, Data Analysis, Programming
Education
Idaho State University 2007 — 2013
Bachelor of Science (BS), Psychology
Soda Springs High School
Damsel in Defense October 2013 - Present
Idaho State University August 2010 - Present
H&R Block Financial Advisors December 2010 - January 2014
Idaho State University Physics Depament September 2012 - May 2013
Skills
Physics, Mathematica, Science, Statistics, Experimentation, Research, Spectroscopy, Higher Education, Numerical Analysis, Data Analysis, Programming
Education
Idaho State University 2007 — 2013
Bachelor of Science (BS), Psychology
Soda Springs High School
Jim Danaher's H&R Block Financial Advisors Experience March 2000 - April 2002
Job AS/400 Operator at Arrow Uniform
Industry Textiles
Experience
Arrow Uniform June 2011 - Present
NGS American, Inc. August 2004 - November 2010
Aretech Information Services July 2003 - August 2004
Analysts International Corporation (AIC) April 2002 - July 2002
H&R Block Financial Advisors March 2000 - April 2002
Skills
IBM iSeries, Technical Support, Microsoft Excel, Troubleshooting, Inventory Management, Turnover, Help Desk Support, Disaster Recovery, Active Directory, Outlook
Education
Ferris State University 1994 — 1999
Bachelors, Criminal Justice
Bishop Foley High School 1990 — 1994
Arrow Uniform June 2011 - Present
NGS American, Inc. August 2004 - November 2010
Aretech Information Services July 2003 - August 2004
Analysts International Corporation (AIC) April 2002 - July 2002
H&R Block Financial Advisors March 2000 - April 2002
Skills
IBM iSeries, Technical Support, Microsoft Excel, Troubleshooting, Inventory Management, Turnover, Help Desk Support, Disaster Recovery, Active Directory, Outlook
Education
Ferris State University 1994 — 1999
Bachelors, Criminal Justice
Bishop Foley High School 1990 — 1994
Geremy Zezini's H&R Block Financial Advisors Experience July 2000 - March 2003
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2011 - Present
E*TRADE Financial March 2005 - July 2011
Edward Jones March 2003 - March 2005
H&R Block Financial Advisors July 2000 - March 2003
Education
CSU Sacramento 1998 — 2000
Charles Schwab 2011 - Present
E*TRADE Financial March 2005 - July 2011
Edward Jones March 2003 - March 2005
H&R Block Financial Advisors July 2000 - March 2003
Education
CSU Sacramento 1998 — 2000
Jillian Willis's H&R Block Financial Advisors Experience July 2007 - October 2009
Job Administrative Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial July 2007 - Present
H&R Block Financial Advisors July 2007 - October 2009
Education
Davenport University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance Management
Davenport University 2001 — 2004
Associate's degree, Business Administration and Management, General
Ameriprise Financial July 2007 - Present
H&R Block Financial Advisors July 2007 - October 2009
Education
Davenport University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance Management
Davenport University 2001 — 2004
Associate's degree, Business Administration and Management, General
James Cottone's H&R Block Financial Advisors Experience June 2002 - October 2006
Job Internet Administrator at Automatic Data Processing
Industry Human Resources
Experience
Automatic Data Processing October 2006 - Present
H&R Block Financial Advisors June 2002 - October 2006
Skills
Process Improvement, Change Management, Sales Management
Education
Baker College of Clinton Township
Automatic Data Processing October 2006 - Present
H&R Block Financial Advisors June 2002 - October 2006
Skills
Process Improvement, Change Management, Sales Management
Education
Baker College of Clinton Township
Don Hecht's H&R Block Financial Advisors Experience March 2004 - October 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2009 - Present
H&R Block Financial Advisors March 2004 - October 2009
JB Hanauer & Company March 1996 - March 2004
Ryan Beck & Co. February 1995 - March 1996
Rickel and Associates July 1994 - February 1995
Education
Brooklyn College 1967 — 1970
Bachelor of Arts (B.A.), American History (United States)
Ameriprise Financial Services, Inc. October 2009 - Present
H&R Block Financial Advisors March 2004 - October 2009
JB Hanauer & Company March 1996 - March 2004
Ryan Beck & Co. February 1995 - March 1996
Rickel and Associates July 1994 - February 1995
Education
Brooklyn College 1967 — 1970
Bachelor of Arts (B.A.), American History (United States)
Ravi Agrawal, CPA's H&R Block Financial Advisors Experience January 2007 - April 2007
Job Accounting/Finance Professional
Industry Accounting
Experience
Park Avenue Synagogue February 2013 - September 2014
VIRA LLC January 2011 - December 2012
Auditor of Public Accounts August 2007 - December 2010
Residence Inn by Marriott January 2005 - August 2007
H&R Block Financial Advisors January 2007 - April 2007
Gold's Gym Holding August 2006 - October 2006
Skills
Accounting Research, Financial Analysis, Financial Reporting, GAAP, Financial Audits, Account Reconciliation, Compliance Analysis, Journal Entries, General Ledger, Accounts..., General Accounting, Business Operations, Microsoft Office, QuickBooks, Sales & Use Tax, Tax Returns, Accounting, Customer Service
Education
Eastern Kentucky University 2005 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bluegrass Community and Technical College 2003 — 2005
Associate of Applied Science & Arts, Accounting and Business/Management, 3.8
Park Avenue Synagogue February 2013 - September 2014
VIRA LLC January 2011 - December 2012
Auditor of Public Accounts August 2007 - December 2010
Residence Inn by Marriott January 2005 - August 2007
H&R Block Financial Advisors January 2007 - April 2007
Gold's Gym Holding August 2006 - October 2006
Skills
Accounting Research, Financial Analysis, Financial Reporting, GAAP, Financial Audits, Account Reconciliation, Compliance Analysis, Journal Entries, General Ledger, Accounts..., General Accounting, Business Operations, Microsoft Office, QuickBooks, Sales & Use Tax, Tax Returns, Accounting, Customer Service
Education
Eastern Kentucky University 2005 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bluegrass Community and Technical College 2003 — 2005
Associate of Applied Science & Arts, Accounting and Business/Management, 3.8
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY