H&R Block Financial Advisors

Industry: Company

Description

Headquarters: 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
Kenneth Diamond Kenneth Diamond Fountain Valley, California Details
Kenneth Diamond's H&R Block Financial Advisors Experience January 2002 - November 2002
Job Working with individuals and Independent Advisors to avoid the effects of heavy, immediate, and unnecessary taxation.
Industry Financial Services
Experience
Celtic Hammer Advisors   August 2004 - Present
Table Bay Financial Network, Inc.   July 2014 - Present
Pacific Life  August 2006 - November 2008
First Data Merchant Services  January 2005 - August 2006
Metropolitan Life Insurance Company  November 2002 - March 2004
H&R Block Financial Advisors   January 2002 - November 2002
UBS Wealth Management  April 2001 - December 2001
Merrill Lynch  March 1999 - April 2001
Dean Witter Reynolds Inc.  April 1997 - March 1999

Skills
Retirement Planning, Insurance Solutions, Wealth Management, Annuities, Employee Benefits, Long Term Care, Disability Insurance, Term Life Insurance, Fixed Annuities, Insurance, Long-term Care, Asset Management, Mutual Funds, Financial Services, Strategic Planning, Life Insurance, Sales, Asset Allocation, Sales Process, Investments

Education
Santa Monica College   1991 — 1993

Venice High School

Scott Lorenzen Scott Lorenzen Greater Seattle Area Details
Scott Lorenzen's H&R Block Financial Advisors Experience July 2004 - November 2008
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2009 - Present
H&R Block Financial Advisors   July 2004 - November 2008
Morgan Stanley  November 1991 - July 2004
Deloitte & Touche  1988 - 1991

Education
University of Michigan - Stephen M. Ross School of Business   1981 — 1983
MBA, Finance

Northwestern University   1977 — 1981
BS, Industrial Engineering

Northwestern University   1977 — 1981
BS, Industrial Engineering

Carl S. Warren Carl S. Warren Tucson, Arizona Details
Carl S. Warren's H&R Block Financial Advisors Experience May 1999 - October 2003
Job Financial Advisor Vice PresidentInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  December 2010 - Present
BBVA Compass  October 2003 - December 2010
H&R Block Financial Advisors   May 1999 - October 2003

Skills
401k Rollovers, investment planning, Retirement Planning, tax-efficient strategies, Financial Advisory, Fixed Income Strategies, Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Risk Management, Asset Allocation, Strategic Financial..., Estate Planning, Financial Planning, Financial Services, Investments, Retirement

Education
The University of Arizona   1995 — 1999
Bachelor's Degree, Finance

University of Arizona   1995 — 1999
Bachelor of Science (B.S.), Finance

North Carolina Agricultural and Technical State University   1992 — 1994
Accounting

Dana Collins Dana Collins Austin, Texas Area Details
Dana Collins's H&R Block Financial Advisors Experience January 2003 - January 2006
Job Marketing Coordinator at Alamo Drafthouse Cinemas
Industry Marketing and Advertising
Experience
Alamo Drafthouse Cinemas  January 2015 - Present
Allied-THA  August 2006 - January 2015
KSHB-TV  April 2006 - May 2007
GreeneStreet Films  July 2006 - July 2006
Inland Sea Productions   January 2006 - May 2006
Wright/Laird Casting  May 2005 - May 2006
Dark Highway Films   March 2006 - March 2006
Ambler Films   February 2006 - February 2006
H&R Block Financial Advisors   January 2003 - January 2006
Lenexa, 1 Mile   May 2005 - June 2005

Skills
Photoshop, Illustrator, Microsoft Office, Social Media, Social Media Marketing, Advertising, Facebook, Social Networking, Event Planning, Blogging, Public Relations, Editing, Publicity, Marketing, Online Advertising, Client Facing Skills, Marketing Strategy, Email Marketing, Copy Editing, Digital Marketing, Adobe Creative Suite, Marketing Communications, Copywriting, Media Relations, Film, Entertainment, Television, Web Content, Radio, Mobile Marketing, Producing, Integrated Marketing, Digital Media

Education
University of Missouri-Kansas City   2004 — 2006
Bachelor of Arts in Communication Studies, Emphasis on Media Production

Kansas City Kansas Community College

EDGARDO ARANA EDGARDO ARANA Victorville, California Details
EDGARDO ARANA's H&R Block Financial Advisors Experience January 2011 - April 2011
Job at
Industry Medical Practice
Experience
Concentra  May 2015 - Present
ProActive Work Health Service   May 2014 - May 2015
Andrews International  September 2011 - April 2014
Los Angeles Valley College Sheriffs Department   January 2011 - August 2011
H&R Block Financial Advisors   January 2011 - April 2011
Specialty Laboratories  August 2008 - September 2010

Skills
Physical Security, First Aid, Digital X-ray, Phlebotomy, Front Office, Back Office, Drug Testing, Cpr Certified, Public Speaking, CPR Certified, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, Healthcare, Time Management, Vital Signs, X-ray

Education
Kaplan College, North Hollywood   2013 — 2014
X-Ray Technician

Los Angeles Mission College   2007 — 2011
Associate of Science (AS), Administration of Justice

Los Angeles Valley College   2006 — 2011
Associate of Science (AS), Administration of Justice

Page Private School   1991 — 2002

Page Private School

Michael Guthrie Michael Guthrie Austin, Texas Details
Michael Guthrie's H&R Block Financial Advisors Experience 2000 - 2002
Job Wealth Advisor at University Federal Credit Union through CUSO Financial Services, L.P.
Industry Banking
Experience
University Federal Credit Union  March 2004 - Present
First Texas Bank Round Rock   2002 - 2004
H&R Block Financial Advisors   2000 - 2002

Skills
Investments, Wealth, Finance, Portfolio Management, Financial Planning, Wealth Management, Financial Services, Retirement Planning, Banking, Mutual Funds, Asset Allocation, Strategic Financial..., Financial Analysis, Relationship Management

Education
Texas State University   1997 — 2000
Bachelor of Business Administration (BBA), Finance

Round Rock High School   1992 — 1996

Brandon Filoramo Brandon Filoramo Greater Chicago Area Details
Brandon Filoramo's H&R Block Financial Advisors Experience May 2008 - August 2008
Job Account Executive, Strategic Accounts at Geofeedia
Industry Computer Software
Experience
Geofeedia  March 2014 - Present
InnerWorkings  January 2012 - March 2014
CIT  December 2008 - September 2011
H&R Block Financial Advisors   May 2008 - August 2008
Greenfield Commercial Credit  June 2002 - August 2007

Skills
Financial Analysis, Finance, Credit, Financial Modeling, Forecasting, Salesforce.com, Loans, Valuation, Account Management, Banking, Sales Management, Management, Budgets, Leadership, Sales, Negotiation, Business Development, Pricing, Business Strategy, Accounts Payable, Mergers & Acquisitions, Process Improvement, Invoicing, Marketing, Analysis, Risk Management, Corporate Finance, New Business Development, Microsoft Excel, Credit Analysis, Analytics, Business Analysis, Strategic Planning

Education
Oakland University   2003 — 2008
Finance, Finance

Jeff Gutheil Jeff Gutheil Dayton, Ohio Area Details
Jeff Gutheil's H&R Block Financial Advisors Experience June 1999 - May 2002
Job Distributor at Advocare
Industry Marketing and Advertising
Experience
Looking For New Career Oppotunities   February 2015 - Present
Berry Network, Inc. a YP Company   January 2003 - February 2015
Berry Network, Inc. an AT&T Company   May 2008 - April 2012
Berry Network, Inc. an AT&T Company   May 2008 - April 2012
H&R Block Financial Advisors   June 1999 - May 2002
Everen Securities  September 1997 - May 1999

Skills
Local Search, Media Planning, Mobile Marketing, Direct Mail, Digital Marketing, Lead Generation, SEM, PPC, Customer Acquisition, Customer Engagement, Advertising, B2B, Website Development, Digital Media, Web Analytics, Email Marketing, Google Adwords, Interactive Marketing, Online Marketing, Behavioral Targeting, Google Analytics, Marketing Strategy, Digital Strategy, SEO, Online Advertising, Marketing Management, Market Planning, Mobile Advertising, Social Media Marketing, Advertising Sales, Direct Marketing, Search Advertising

Education
Sinclair Community College   1976 — 1978

Miamisburg High School   1973 — 1975

Ricardo Vicuna Ricardo Vicuna Fresno, California Details
Ricardo Vicuna's H&R Block Financial Advisors Experience September 2008 - May 2010
Job Owner/Tax Preparer at Vicuña Tax Service
Industry Education Management
Experience
Allstate Insurance - Ricardo Vicuna Insurance Agency   June 2013 - Present
Vicuña Tax Service   January 2012 - Present
Sullivan Learning Systems  October 2009 - July 2011
H&R Block Financial Advisors   September 2008 - May 2010

Skills
Managerial Experience, Speak 3 Languages, Excellent Oral and..., Training, Marketing, Entrepreneurship, Human Resources, Research, Teamwork, Investments, Spanish, Leadership, Business Development, Financial Analysis, Sales, Strategy, Strategic Planning, Marketing Strategy, Management, Languages

Education
Pontifícia Universidade Católica do Rio de Janeiro / PUC-Rio   2007 — 2008
Study Abroad, International Business

San Diego State University-California State University   2005 — 2008
BA, International Business

Kelli Lambrix Kelli Lambrix Greater Detroit Area Details
Kelli Lambrix's H&R Block Financial Advisors Experience May 1996 - September 2001
Job Vice President at Global Corporate Trust Services at U.S. Bank National Association
Industry Financial Services
Experience
U.S. Bank   May 2015 - Present
Public Financial Management  April 2008 - May 2015
Oppenheimer & Co.   October 2005 - March 2008
Comerica Securities  September 2001 - October 2005
H&R Block Financial Advisors   May 1996 - September 2001

Skills
Financial Structuring, Bonds, Public Finance, Credit Analysis, Options, Fixed Income, Municipal Bonds, Alternative Investments, Securities, Municipalities, Valuation, Capital Markets, Bloomberg, Analysis, Equities, Debt Restructuring, Series 7, Asset Allocation, Government, Portfolio Management, Investment Strategies, Investments, Asset Management, Mutual Funds, Investment Banking, Finance, Financial Advisory, Financial Modeling, Structured Finance, Relationship Management, Structured Products, Financial Markets, Project Finance, Presentations, Technical Presentations, Presentation Development, Public Speaking, Marketing, Financial Analysis, Management, Leadership, Due Diligence

Education
Walsh College   2000 — 2002
Master's of Science in Finance, Finance

Michigan State University   1992 — 1996
Bachelors of Arts, Finance

West Ottawa HIgh School

Jon Holmes Jon Holmes Austin, Texas Details
Jon Holmes's H&R Block Financial Advisors Experience October 1991 - November 2008
Job UPSTREAM Investment Partners LLC, 4301 Westbank Dr. Ste. B 150
Industry Financial Services
Experience
UPSTREAM Investment Partners LLC  January 2010 - Present
Ameriprise Financial  November 2008 - March 2010
H&R Block Financial Advisors   October 1991 - November 2008

Skills
Investment Advisory, Retirement Planning, Asset Allocation, Retirement, Wealth Management, Financial Advisory, Strategic Financial..., Talent Acquisition, Securities, Investments, Mutual Funds, Estate Planning, IRAs, Fixed Annuities, Investment Strategies, Financial Services, Alternative Investments, Insurance, 401k Rollovers, Series 24

Education
Southwestern University   1987 — 1991

Strake Jesuit

Ashley Strozier Ashley Strozier Greater Atlanta Area Details
Ashley Strozier's H&R Block Financial Advisors Experience December 2013 - Present
Job Tax Associate at H&R Block
Industry Accounting
Experience
H&R Block Financial Advisors   December 2013 - Present
Q.A.S.   August 2010 - Present
Victorious Kidz Academy/ Douglasville Community Outreach   May 2008 - Present
Sam's Club  October 2007 - October 2008
The Home Depot  2006 - 2006

Skills
Quality Control, Test Equipment, Microsoft Office, Data Entry, Office Administration, Administrative..., Team Building, Microsoft Excel, Microsoft Word, Front Office Support, Building Relationships, Nonprofits, Customer Service

Education
Strayer University-Georgia   2007 — 2011
Associate of Arts (A.A.), Business Administration, Management and Operations

LaGrange College   2004 — 2006
Coursework Completed, Business Administration and Management, General

Alexander High School   2000 — 2004
Dual Diploma

Edward Weidman Edward Weidman Greater Detroit Area Details
Edward Weidman's H&R Block Financial Advisors Experience December 1999 - November 2008
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2008 - Present
H&R Block Financial Advisors   December 1999 - November 2008

Education
Oakland University   1985 — 1989
Bachelor of Science, Finance

Janice Antonowicz Janice Antonowicz Greater Minneapolis-St. Paul Area Details
Janice Antonowicz's H&R Block Financial Advisors Experience 1999 - 2009
Job DST Brokerage Solutions Cash Management
Industry Financial Services
Experience
DST Systems  October 2013 - Present
Ameriprise Financial Services, Inc.   2009 - 2013
H&R Block Financial Advisors   1999 - 2009
Olde Discount Corporation  1980 - 1999

Skills
Process Improvement, Operations Management, Relationship Management, Vendor Management, Risk Management, Project Management, Investments, Leveraging Technology, Team Leadership, Account Reconciliation, Client..., Management, Banking, Business Process, Integration, Accounting, Financial Services

Education
Wayne State University
Master of Business Administration (MBA), Finance, General

Michigan State University
Bachelor of Arts (B.A.), Russian Language and Literature

Nicholas Beres, CFP® Nicholas Beres, CFP® Columbus, Ohio Area Details
Nicholas Beres, CFP®'s H&R Block Financial Advisors Experience October 2004 - September 2009
Job Financial Advisor at Ameriprise Financial Services, Inc. CA Insurance #0J08801
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2009 - Present
H&R Block Financial Advisors   October 2004 - September 2009

Education
The Ohio State University   2000 — 2004
Human Ecology, Family Resource Management specializing in Family Financial Management

Michael Quinn, CRPC® Michael Quinn, CRPC® Haddon Heights, New Jersey Details
Michael Quinn, CRPC®'s H&R Block Financial Advisors Experience 2007 - 2009
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2009 - Present
H&R Block Financial Advisors   2007 - 2009
H&R Block Financial Advisors   2001 - 2007
Olde Discount Brokers  1989 - 2001
Merrill Lynch  1983 - 1989

Education
Rutgers, The State University of New Jersey-New Brunswick   1978 — 1982
Bachelor of Arts (B.A.), Business Administration and Management, General

Greg Freese, MBA Greg Freese, MBA Shawnee, Kansas Details
Greg Freese, MBA's H&R Block Financial Advisors Experience August 2000 - July 2003
Job Senior Business Analyst at AIG
Industry Financial Services
Experience
AIG  2013 - Present
Hostess Brands  September 2012 - November 2012
Teva Pharmaceuticals  December 2011 - August 2012
CenturyLink  November 2010 - December 2011
Embarq / CenturyLink   December 2005 - September 2009
H&R Block  July 2003 - December 2005
H&R Block Financial Advisors   August 2000 - July 2003
Seaboard Corporation  July 1998 - August 2000
Tie Communications  March 1997 - July 1998
Missouri Department of Insurance  1995 - 1997

Skills
Budgeting, Forecasting, Business Case..., Business Process..., Strategic Thinking, Budgets, Business Case, Cross-functional Team..., Strategic Planning, Management, Process Improvement, Strategy, Analysis, Finance, Financial Modeling, Supply Chain, Start-ups, Mergers & Acquisitions, Financial Analysis, Leadership, SAP, Variance Analysis, Executive Management

Education
Missouri State University   1992 — 1995
MBA, Finance

Missouri State University
BS, Economics

Brian S. Duhn Brian S. Duhn Chicago, Illinois Details
Brian S. Duhn's H&R Block Financial Advisors Experience May 1994 - January 1995
Job Index Sales Specialist at MSCI
Industry Financial Services
Experience
MSCI Inc.  January 2015 - Present
Northern Trust Asset Management  September 2007 - December 2014
Briefing.com  March 2003 - September 2007
The Fortius Group   June 2001 - February 2003
Zacks Investment Research  September 1996 - May 2001
H&R Block Financial Advisors   May 1994 - January 1995

Skills
Investment Strategies, Portfolio Management, Investments, Asset Managment, Hedge Funds, Equity Research Analysis, Project Management, Product Management, Series 7, Series 63, Series 3, Relationship Management, Institutional..., Business Development, Advising Clients, Taft-Hartley, Asset Allocation, Investment Management, Financial Services, Institutional, Pensions, Pension Funds, Mutual Funds, Investment Advisory, Asset Management, Alternative Investments, FINRA

Education
Michigan State University   1990 — 1994
Marketing & Supply Chain Management, Finance, Marketing, Management

James Mytinger James Mytinger Kansas City, Missouri Area Details
James Mytinger's H&R Block Financial Advisors Experience May 2006 - April 2008
Job Realtor Keller Williams Key Partners, LLC
Industry Real Estate
Experience
Keller Williams Key Partners LLC   January 2014 - Present
ServiceLink  July 2011 - November 2013
ServiceLink  May 2008 - June 2011
H&R Block Financial Advisors   May 2006 - April 2008
H&R Block Financial Advisors   May 2003 - February 2006
Hamilton Mortgage  May 2002 - April 2003
Huberman Financial   October 2001 - April 2002
Security Investment Inc   May 1995 - September 2001
Coastal Securities Ltd   July 1993 - April 1995
Rauscher, Pierce, Refsnes   November 1990 - July 1993

Skills
Loss Mitigation, Loans, Financial Analysis, Portfolio Management, Mortgage Lending, Real Estate Transactions, Asset Management, Risk Management, FHA, REO, Residential Mortgages, Residential Homes, Selling, Traders, Security Trader, Trade Compliance, Branch Compliance, Financial Services, Negotiation, Securities, Investments, Sales, Leadership, First Time Home Buyers, Sellers

Education
Texas Christian University   1979 — 1983
BA, management

Texas Christian University - M.J. Neeley School of Business   1979 — 1983
BA, Management

American School in London   1975 — 1979
High School Degree, High School/Secondary Diplomas and Certificates, 9th thru 12th

Kamran Raika Kamran Raika Richmond, Virginia Area Details
Kamran Raika's H&R Block Financial Advisors Experience August 1994 - December 2005
Job Senior Vice President Investment Officer of the Raika Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Raika Financial Consulting Group of Wells Fargo Advisors, LLC   December 2005 - Present
H&R Block Financial Advisors   August 1994 - December 2005
Prudential Investements   June 1993 - August 1994
PNC Bank  April 1990 - April 1993

Skills
Investments, Retirement Planning, Investment Strategies, Asset Allocation, Retirement, Mutual Funds, Financial Advisory, 401k Rollovers, Insurance, High Net Worth..., Hedge Funds, Life Insurance, Retirement Plan..., Strategic Planning, Life, Trust Management, Managed Futures, Tactical Asset..., Institutional..., Alternative Investments, Financial Planning, Securities, Series 63

Education
Virginia Commonwealth University - School of Business   2004 — 2006
Financial Planning, Certificate in Financial Planning

Temple University - Fox School of Business and Management   1990 — 1993
BBA, International Marketing and Finance

TECNICA Nº2 INGENIERO EMILIO MITRE   1982 — 1986

Andrew S. Whitmore Andrew S. Whitmore Tampa, Florida Details
Andrew S. Whitmore's H&R Block Financial Advisors Experience September 1999 - August 2008
Job Financial Advisor | CFP®, MBA
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2008 - Present
H&R Block Financial Advisors   September 1999 - August 2008
Olde Brokerage   April 1994 - September 1999
EDS  June 1993 - April 1994

Education
The American College   2005 — 2007
CFP Coursework Completed, Financial Planning

Wayne State University   2003 — 2005
MBA, Finance, Accounting, Marketing

Michigan State University   1989 — 1993
BA, Marketing - College of Business

Jonathan Rayl Jonathan Rayl Kansas City, Missouri Area Details
Jonathan Rayl's H&R Block Financial Advisors Experience September 2010 - October 2010
Job Service Desk Analyst 2 at Armed Forces Bank
Industry Information Technology and Services
Experience
Armed Forces Bank  August 2014 - Present
Self Employeed  May 1996 - Present
Armed Forces Bank  April 2013 - August 2014
Farmers Insurance  October 2010 - April 2013
H&R Block Financial Advisors   September 2010 - October 2010
Sprint  September 2001 - February 2009
AT&T  1999 - 2001

Skills
Windows 7, Technical Support, Outlook, Windows XP Pro, Network Security, Information Technology, A+ Certified, Windows XP, Windows Vista, Windows 95, Wireless Networking, Microsoft Office, VPN, Microsoft Windows 98, Network Design, Siebel, Novell, XP, Relational Databases, Windows Home Server, Windows NT, Callidus, Data Recovery, Server 2000-2008, SQL Database, Adobe Creative Suite, Virus Removal, Adware removal, Convergys Precedent 2000, Wireshark, Spiceworks, Marimba Tuner, Acronis True Image, Novell Zenworks, Novell Groupwise, Citrix Program..., Windows Remote Desktop, Windows 8, Windows 8.1

Education
Johnson County Community College   1995 — 1995
Diploma, General Education

R. Jeffrey Berwick R. Jeffrey Berwick United States Details
R. Jeffrey Berwick's H&R Block Financial Advisors Experience May 2003 - March 2004
Job CIO, Director IT, Healthcare | Open to new opportunities
Industry Information Technology and Services
Experience
Berwick Associates   October 2014 - Present
Healthcare IT U.S. Leaders   2014 - Present
Oakwood Health System (through CareTech Professional Services)   February 2014 - September 2014
Johns Hopkins Medicine (through CareTech Professional Services)   April 2012 - August 2013
CareTech Solutions  November 2008 - March 2012
Berwick Associates, Inc.   April 2004 - October 2008
H&R Block Financial Advisors   May 2003 - March 2004
JP Morgan Chase  October 1999 - December 2002
Roney & Co.   January 1995 - October 1999
Berwick Associates, Inc.   January 1985 - December 1994

Skills
Integration, Strategy, SDLC, Enterprise Architecture, Disaster Recovery, Enterprise Software, Requirements Analysis, Project Management, Change Management, Software Development, Management, Leadership, Process Improvement, Start-ups, Outsourcing, Strategic Planning, Risk Management, Six Sigma, Quality Assurance, ITIL Certified, Large Projects, Fault Tolerant Systems, Healthcare Information..., Application Architecture, IT Infrastructure Design, Cost Management, Profit Maximization, Web Services, Agile Application..., Construction Management, Redundant Systems, Electrical Engineering, Emergency Notification..., CIOs, CIO, IT Strategy, IT Management, IT Operations, ITIL, IT Service Management, IT Solutions

Education
University of Michigan
Master of Business Administration (M.B.A.), Financial Controls & Information Systems

Michigan Technological University
BSEE, Electrical Engineering Power & Control Systems

Jason Klepac Jason Klepac Pittsburgh, Pennsylvania Details
Jason Klepac's H&R Block Financial Advisors Experience June 1999 - June 2001
Job Financial Services Professional
Industry Financial Services
Experience
Jackson Hewitt  2009 - Present
Aflac  July 2006 - August 2007
Waddell & Reed  January 2003 - December 2004
H&R Block Financial Advisors   June 1999 - June 2001

Skills
Customer Service, Team Management, Sales Presentations, Direct Sales, Microsoft Office, Microsoft Excel, Investment Strategies, Tax Preparation

Education
Penn State University
Bachelor's Degree of Science, Finance, 3.3 GPA overall

Joseph Sheeran Joseph Sheeran Greater Detroit Area Details
Joseph Sheeran's H&R Block Financial Advisors Experience May 1987 - August 2005
Job Senior Loan Officer at Insight Financial Services
Industry Financial Services
Experience
Insight Loans   August 2014 - Present
RoundPoint Financial Group  October 2013 - August 2014
Shore Mortgage / United Wholesale Mortgage   2009 - September 2013
Oppenheimer & Co.   August 2006 - December 2008
H&R BLOCK Financial Advisors   May 1987 - August 2005

Skills
Mortgage Lending, Government Loans, VA loans, Loans, Refinance, Residential Mortgages, FHA, FHA financing, Loan Origination, Mortgage Banking, Mortgage Marketing, Mortgage Underwriting, Finance, Referrals, USDA, Debt Consolidation, Home Equity Loans, Real Estate Financing

Education
Michigan State University   1982 — 1986
BA, COMMUNICATIONS/BUSINESS

Wylie E. Groves High School, Birmingham, MI   1979 — 1982
High School Diploma, College Preparatory

Gregory Greenberg, CFP® Gregory Greenberg, CFP® Kansas City, Missouri Area Details
Gregory Greenberg, CFP®'s H&R Block Financial Advisors Experience June 1996 - April 2007
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  April 2007 - Present
H&R Block Financial Advisors   June 1996 - April 2007

Skills
Investments, Securities, Retirement Planning, Saving for Education, Mutual Funds, Retirement, Insurance, Asset Allocation, Bonds, Options, IRA's, Annuities, Long Term Care, Retirement Income..., Wealth Preservation..., Stocks, Insurance Planning, Investment Planning, Preferred Stock, Closed-end Funds, Small Cap, Global Tactical Asset...

Education
The University of Kansas   1992 — 1996
Bachelors, Business Administration

Kirk Novak, CRPC Kirk Novak, CRPC Ann Arbor, Michigan Details
Kirk Novak, CRPC's H&R Block Financial Advisors Experience May 2000 - March 2003
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF  January 2015 - Present
PNC Bank  January 2014 - December 2014
Merrill Lynch  September 2010 - December 2013
The Northern Angler   October 2003 - May 2010
H&R Block Financial Advisors   May 2000 - March 2003
H&R Block Financial Advisors (formerly Olde)   December 1991 - May 2000

Education
Michigan State University   1987 — 1991
Bachelor of Arts, Financial Administration

Mark Dzamba Mark Dzamba Florham Park, New Jersey Details
Mark Dzamba's H&R Block Financial Advisors Experience April 2006 - November 2008
Job Finanical Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   June 1994 - Present
H&R Block Financial Advisors   April 2006 - November 2008

Education
Marist College   1988 — 1992
Bachelors of Arts, Communication/Psychology

Montville High School   1984 — 1988

Alicia Ross, MBA Alicia Ross, MBA Greater St. Louis Area Details
Alicia Ross, MBA's H&R Block Financial Advisors Experience August 2003 - December 2008
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2009 - Present
H&R Block Financial Advisors   August 2003 - December 2008
Wachovia Securities  September 2001 - August 2003

Education
Saint Louis University   2001 — 2003
MBA, Finance, with Honors

Missouri State University   1997 — 2001
B.S., Finance, summa cum laude

Jay Chapman, CFP® Jay Chapman, CFP® Stuart, Florida Details
Jay Chapman, CFP®'s H&R Block Financial Advisors Experience November 1995 - January 2005
Job Certified Financial Planner™, Vice President Investments at Fogel Capital Management, Inc.
Industry Financial Services
Experience
Fogel Capital Management, Inc.   April 2010 - Present
Raymond James Financial Inc.  January 2005 - July 2009
H&R Block Financial Advisors   November 1995 - January 2005

Skills
Investments, Estate Planning, Asset Management, Finance, Fixed Annuities, Life Insurance, Insurance, Portfolio Management, Risk Management, Retirement, Mortgage Lending, Negotiation, Wealth Management, Selling, Real Estate, Long-term Care, Strategic Planning

Education
Stetson University   1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government

Stetson University   1991 — 1995
Bachelor of Arts, Political Science and Government

Martin County High School

Kari March Kari March Roswell, Georgia Details
Kari March's H&R Block Financial Advisors Experience 2003 - 2006
Job President/CEO at ROKA Wealth Strategists
Industry Financial Services
Experience
ROKA Wealth Strategists.com   June 2006 - Present
H&R Block Financial Advisors   2003 - 2006
E*TRADE Financial  1999 - 2003
American Stock Exchange  1982 - 1988
CBOE  1978 - 1982
Chicgo Board of Trade   1975 - 1978

Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Portfolio Management, Mutual Funds, Investment Advisory, Asset Managment, Equities, Retirement, Estate Planning, Series 7, Asset Allocation, Financial Advisory, Financial Analysis, Insurance, Investment Strategies, Pensions, Investment Banking, Securities, Wealth

Education
Southern Illinois University, Carbondale
Bachelor of Science (BS), Agriculture, General

Scott DeSander Scott DeSander Raleigh-Durham, North Carolina Area Details
Scott DeSander's H&R Block Financial Advisors Experience 1996 - 2003
Job SALES PROFESSIONAL Inside Sales Account Executive / Business Development / Sales Account Mangement
Industry Consumer Services
Experience
Cellularsales   2011 - November 2012
Fifth Third Investment Services   2009 - 2009
Bank of America Investment Services  2008 - 2009
Chase Investments Services   2003 - 2008
H&R Block Financial Advisors   1996 - 2003

Skills
CRM, Strategy, Lead Generation, Salesforce.com, Sales Operations, Customer Satisfaction, Business Development, Account Management, Sales, Sales Management, Solution Selling, Team Building, Sales Process, Management, New Business Development

Education
Saginaw Valley State University
Bachelor's degree, Accounting

Mark Harwanko Mark Harwanko Bedminster, New Jersey Details
Mark Harwanko's H&R Block Financial Advisors Experience June 2006 - October 2008
Job Independent Financial Advisor / Retirement Planning / Wealth Management to "Win by Not Losing"
Industry Financial Services
Experience
Black River Financial, LLC   September 2010 - Present
Ameriprise Financial Services, Inc.   January 2010 - September 2010
Ameriprise Financial Services, Inc.   November 2008 - January 2010
H&R Block Financial Advisors   June 2006 - October 2008
Janney Montgomery Scott  December 1983 - June 2006

Skills
Strategic Financial..., Personal Finance, Investments, Wealth Management, Financial Advisory, Financial Services, Retirement Planning, Portfolio Management, Asset Management, Retirement, Small Business, Investment Advisory, Leadership, Finance, Insurance, Annuity Sales, 401k Rollovers, Risk Management, Fixed Income, Investment Management, Asset Allocation, Fixed Annuities, Indexed Annuities, Variable Annuities, IRAs, Roth IRA, Life Insurance, Municipal Bonds, Mutual Funds, Securities, Series 7, Series 63

Education
Rutgers, The State University of New Jersey-Newark   1980 — 1990
MBA, Finance

University of Delaware   1975 — 1980
BSCE, Civil Engineering

Kevin Savona, CFP® Kevin Savona, CFP® Pittsburgh, Pennsylvania Details
Kevin Savona, CFP®'s H&R Block Financial Advisors Experience June 1997 - June 1998
Job Senior Portfolio Officer at BNY Mellon
Industry Investment Management
Experience
BNY Mellon  June 2008 - Present
TIAA-CREF  June 2005 - June 2008
Vanguard  June 1998 - June 2005
H&R Block Financial Advisors   June 1997 - June 1998

Education
Indiana University of Pennsylvania   1991 — 1997

Queens University of Charlotte   2000 — 2002
Certified Financial Planner™

Philip L. Peabody Philip L. Peabody Lansing, Michigan Details
Philip L. Peabody's H&R Block Financial Advisors Experience March 2004 - June 2006
Job Exploring New Opportunities
Industry Financial Services
Experience
AIG Retirement Services, VALIC   June 2011 - July 2012
First Command Financial Services  September 2010 - March 2011
New York Life Insurance Company  September 2008 - July 2009
H&R Block Financial Advisors   March 2004 - June 2006

Skills
Wealth Management, Financial Planning, Asset Allocation, Retirement Planning, Investment Strategies, Risk Management, Series 7, Series 63, Series 65, Life Insurance, Finance, Strategic Financial..., Financial Services, Retirement, Fixed Annuities, Mutual Funds, Investments, IRAs, Insurance, Asset Management, Estate Planning, Leadership, Small Business, Social Media, Customer Service, Pensions, Marketing

Education
Michigan State University   1996 — 2000
Bachelor of Arts, Finance

K. Pierce Hardman K. Pierce Hardman Washington D.C. Metro Area Details
K. Pierce Hardman's H&R Block Financial Advisors Experience February 2000 - November 2008
Job Financial Advisor/ Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  November 2008 - Present
H&R Block Financial Advisors   February 2000 - November 2008
Olde & Company   December 1990 - February 2000

Education
University of Maryland College Park   1984 — 1986
Bachelor of Science: Finance, Behavioral Science

Montgomery College   1980 — 1984

Mike Kurka Mike Kurka Avon Lake, Ohio Details
Mike Kurka's H&R Block Financial Advisors Experience May 2000 - September 2002
Job VP, Product Manager at PNC Investments
Industry Financial Services
Experience
PNC Investments  April 2012 - Present
Sterling Trust, a division of Equity Trust Company   January 2010 - April 2012
Equity Trust Company  September 2008 - February 2010
AmTrust Bank  October 2002 - September 2008
H&R Block Financial Advisors   May 2000 - September 2002

Skills
Leadership Development, Leadership, Performance Management, Series 7, Investments, Alternative Investments, Instructional Design, Training Facilitation, Developmental Coaching, Channel Account..., Relationship Management, Project Management, Change Management, Sales Management, ROI Optimization, Consultative Sales..., DISC, Product Development, Product Management, Mortgage Banking, Business Development, Mortgage Lending, Retirement, Qualified Retirement..., Mutual Funds, Program Management, Coaching, Lean, Six Sigma, Yellow Belt, Management, Talent Management, Team Building, Strategic Planning, Financial Services

Education
Miami University   1993 — 1998
BA, Psychology, Human Resources

Villanova University   2014 — 2014
Certificate of Achievement, Six Sigma Green Belt- Financial Services

Ryan Corbett, CFP® Ryan Corbett, CFP® Greater Chicago Area Details
Ryan Corbett, CFP®'s H&R Block Financial Advisors Experience June 1999 - May 2004
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 2006 - Present
Chase Investment Services  June 2004 - July 2006
H&R Block Financial Advisors   June 1999 - May 2004

Skills
Investments, Financial Services, Risk Management, Financial Advisory, Retirement Planning, Insurance, Investment Planning, 401(k) Rollovers

Education
Northern Illinois University   1997 — 1999
Bachelor of Science, Finance

Rock Valley College   1995 — 1997
Associate of Arts, Business

Harlem High School

Scott McMillen, CRPC®, LUTCF Scott McMillen, CRPC®, LUTCF Overland Park, Kansas Details
Scott McMillen, CRPC®, LUTCF's H&R Block Financial Advisors Experience December 2001 - October 2006
Job Financial Advisor at Ameriprise Financial, Chartered Retirement Planning Counselor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2006 - Present
H&R Block Financial Advisors   December 2001 - October 2006
Merrill Lynch  June 2000 - November 2001
Allstate  February 1989 - June 2000
Sears Consumer Finance   July 1986 - January 1989
Household Finance  June 1984 - June 1986

Education
Kansas State University   1980 — 1984
Bachelor of Science, Finance

Shawnee Mission Northwest HS   1977 — 1980

Josh Mauer, CPA Josh Mauer, CPA Overland Park, Kansas Details
Josh Mauer, CPA's H&R Block Financial Advisors Experience March 2006 - August 2009
Job CPA
Industry Accounting
Experience
Josh Mauer, CPA   August 2009 - Present
H&R Block Financial Advisors   March 2006 - August 2009
Sprint  2004 - 2006
Various  1999 - 2006
Black & Veatch  August 2002 - March 2004
FASCO  June 2001 - July 2002

Skills
Financial Modeling, Income Tax, Corporate Tax, Tax Compliance, Sales Tax, Accounting, Payroll, Payroll Taxes, Internal Audit, QuickBooks, Financial Accounting, General Ledger, Account Reconciliation, Internal Controls, Strategic Financial..., Tax, Cash Flow, Financial Reporting, Financial Statements, Financial Analysis, GAAP, CPA, Recruiting, Budgets, Compliance, Auditing, Bookkeeping, Problem Solving, Management, Accounts Receivable, Strategic Planning, Small Business, Accounts Payable, Tax Preparation, Leadership, Cost Accounting, Preparation, Due Diligence, Managerial Finance, Process Improvement, Journal Entries, Accountants, Variance Analysis, Balance, Fixed Assets, Cash Management, Finance, Tax Accounting, Access, Tax Returns

Education
University of Missouri-Kansas City   2003 — 2004
Master, Accounting- Emphasis in Taxation

Missouri State University   1998 — 2001
BS, Accounting

Marionville   1994 — 2000

Robert A. Goodwin Robert A. Goodwin Kansas City, Missouri Area Details
Robert A. Goodwin's H&R Block Financial Advisors Experience November 2004 - November 2008
Job First VicePresident and Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  January 2012 - Present
Ameriprise Advisor Services Inc.  November 2008 - January 2012
H&R Block Financial Advisors   November 2004 - November 2008
Oppenheimer & Co., Inc.   September 1996 - November 2004
Principal Financial Securities  April 1991 - September 1996
Prudential Securities  February 1981 - April 1991

Skills
Portfolio Management, Retirement Planning, Estate Planning, Technical Analysis

Education
The College for Financial Planning   2011 — 2011
APMA, Accredited Portfolio Management Advisor, Portfolio Management and Construction

The College for Financial Planning   1996 — 1996
AAMS, Accredited Asset Management Specialist, Asset Management

Mercer University   1970 — 1974
B.A., Philosophy

Brandon Fraser Brandon Fraser Kansas City, Missouri Details
Brandon Fraser's H&R Block Financial Advisors Experience November 2014 - March 2015
Job Brand Ambassador at Google Fiber with Vaco
Industry Financial Services
Experience
Google Fiber at Vaco San Francisco   March 2015 - Present
H&R Block Financial Advisors   November 2014 - March 2015
plugyourholes.com   December 2012 - November 2014

Skills
Customer Service, Sales, Salesforce.com, Inventory Management, Team Building, Start-ups, Retail, Shipping, Small Business, Teamwork, Process Improvement, Marketing, Digital Audio, Troubleshooting, Communication, Management, B2C, Product Support

Education
Metropolitan Community College-Penn Valley   2015 — 2015
Administration and Information Systems, Administration and Information Technology

Johnson County Community College   2008 — 2009
Interactive Media, Interactive Media

Summit Technology Academy   2006 — 2007
Digital Media, Digital Media Technology

Chad E. Henry, AAMS®, CFP® Chad E. Henry, AAMS®, CFP® Greater Chicago Area Details
Chad E. Henry, AAMS®, CFP®'s H&R Block Financial Advisors Experience August 2005 - November 2008
Job Senior Vice President & Financial Wealth Consultant with Upstream Investment Partners, LLC
Industry Financial Services
Experience
Upstream Investment Partners, LLC  June 2011 - Present
Robert W. Baird & Co.   November 2008 - May 2011
H&R Block Financial Advisors   August 2005 - November 2008
Edward Jones  June 2002 - August 2005

Education
Western Illinois University   1994 — 1997
Bachelor of Science, LEJA & Business

Rock Valley College   1992 — 1994
Associate of Science, Criminal Justice

J. Maximilian Schmidt J. Maximilian Schmidt Greater Detroit Area Details
J. Maximilian Schmidt's H&R Block Financial Advisors Experience April 2006 - July 2006
Job Cofounder at 1701 Bespoke
Industry Apparel & Fashion
Experience
1701 Bespoke   December 2012 - Present
ProOnGo LLC   February 2010 - July 2013
1871  2012 - 2013
Green Square Inc.   October 2009 - February 2010
Michigan State University  June 2008 - August 2009
H&R Block Financial Advisors   April 2006 - July 2006

Skills
Social Media Marketing, Facebook, Digital Marketing, Advertising, Blogging, Online Advertising, Google Adwords, SEO, Flickr, Marketing, SEM, Website Development

Education
Michigan State University   2006 — 2009
Bachelor's, Advertising

Wayne State University   2005 — 2006
Bachelor's degree, Advertising

Grosse Pointe South

Chuck Isaacson Chuck Isaacson Kansas City, Missouri Area Details
Chuck Isaacson's H&R Block Financial Advisors Experience January 2001 - October 2001
Job Experienced Writer, Editor and Photographer
Industry Information Services
Experience
The Home Depot  December 2002 - Present
Isaacson Communicates   1999 - Present
Sports Photographers Plus   2002 - 2007
JC Nichols Residential   1999 - 2003
H&R Block Financial Advisors   January 2001 - October 2001
Kansas City Missouri Parks and Recreation   May 1989 - November 1999
City of Kansas City, MO  August 1985 - May 1989
Maryville Daily Forum  August 1981 - March 1985
United States Army - Regular Army   September 1974 - September 1977

Skills
Project Management, Telecommunications, Strategic Planning, Team Leadership, Social Media, Management, Adobe Creative Suite, Editing, Digital Photography, Writing, Customer-focused Service, Proofreading, Speech Writing, News Writing, Microsoft Office 2010, Newsletters, Sales, Program Management, Office 2010, Press Releases, Photography, Layout, Microsoft Office

Education
University of Kansas   1979 — 1981
Bachelor of Science, Journalism, Photojournalism

Johnson County Community College   2009 — 2014
Web Design, Interactive Media, Business Applications

Thomas Boles Thomas Boles Greater San Diego Area Details
Thomas Boles's H&R Block Financial Advisors Experience February 2002 - March 2006
Job Principal Telesis Tax Group
Industry Financial Services
Experience
Telesis Tax Group   August 2007 - Present
H&R Block Financial Advisors   February 2002 - March 2006
Presidential Brokerage, Inc   December 1995 - February 2002
US Navy  July 1988 - July 1992

Skills
Personal Tax Planning, Corporate Tax Planning, Estate Planning, Insurance, Small Business, Tax, Business Development, 401k, Tax Returns

Education
UCLA Extension   2008 — 2009
Certificate in Financial Planning

University of Phoenix   2004 — 2006
MBA, Finance

San Diego State University-California State University   1992 — 1996
BA, Political Science

Christine Haworth Christine Haworth Overland Park, Kansas Details
Christine Haworth's H&R Block Financial Advisors Experience June 2004 - July 2006
Job Retirement Investment Specialist
Industry Financial Services
Experience
Waddell & Reed Financial Services  June 2008 - August 2010
ADP Retirement Plan Services   July 2006 - June 2008
H&R Block Financial Advisors   June 2004 - July 2006
American Century Investments  August 1997 - October 2003
Merrill Lynch  May 1995 - July 1997

Education
Johnson County Community College   1995 — 1997

connie azmitia connie azmitia Greater Los Angeles Area Details
connie azmitia's H&R Block Financial Advisors Experience December 1984 - April 1985
Job
Industry Hospital & Health Care
Experience
NALEO Educational Fund  February 2011 - Present
Kaiser Permanente  March 2008 - Present
United States Postal Service  November 1993 - Present
Olive view-UCLA Medical Center  June 2010 - August 2011
H&R Block Financial Advisors   December 1984 - April 1985

Skills
Medical Billing, Clerical Skills, Strong Authentication, Microsoft Office, Excel, PowerPoint, Word, Windows, Customer Service, Billing, Customer Relations, Public Relations, First Aid, Cpr Certified, Bilingual, Data Entry, Access, Medical Terminology, Outlook, Administration, Public Speaking, Typing, English, Healthcare, Scheduling, Teamwork, Budgeting, Supervisory Skills, Fax, Event Management, Spanish, Mentoring, Research, HIPAA, Operating Systems, Documentation, Compliance, Data Analysis, Problem Solving, Government Liaison, Vendor Relations, Analysis, Computer Hardware, Inventory Management, Strategic Planning, Visio, Negotiation, Databases, Purchasing, Customer Satisfaction

Education
Los Angeles Valley College   2011 — 2011
Medical Insurance Billing, ICD9-CM/CPT-HCPCS

Pacoima Skills Center   2010 — 2011
Health Infor Tech/4 Diagnostic Coding Syst, Medical Insurance Billing

Adelph Business College   1985 — 1985
Accounting Business, Financial Business

Sequim High School   1980 — 1980
Honorary Diploma, Standard Course of Study

Thomas Nolan, CFP®, MBA Thomas Nolan, CFP®, MBA Greater Chicago Area Details
Thomas Nolan, CFP®, MBA's H&R Block Financial Advisors Experience May 2004 - October 2008
Job Financial Advisor with Deangelis, Nolan & Associates
Industry Financial Services
Experience
Ameriprise Financial  November 2008 - Present
H&R Block Financial Advisors   May 2004 - October 2008
Strong Investments  December 2002 - April 2004

Skills
Strategic Planning

Education
Marquette University   2002 — 2004
MBA

Marquette University   1998 — 2002
Bachelor of Science, Finance

St. Viator High School   1994 — 1998

Deborah Mark Stauffer Deborah Mark Stauffer Greater Nashville Area Details
Deborah Mark Stauffer's H&R Block Financial Advisors Experience June 1999 - June 2004
Job Contract Attorney at Counsel on Call
Industry Law Practice
Experience
Counsel On Call  September 2011 - Present
Farrar & Bates, LLP   March 2009 - December 2010
Special Counsel  December 2007 - March 2009
Kane & Fischer, Ltd.   October 2005 - October 2007
Kane & Fischer, Ltd.   August 2004 - October 2005
H&R Block Financial Advisors   June 1999 - June 2004
Edith S. Thomas, Esq.   June 1996 - June 1999

Skills
Litigation Support, Legal Research, Document Review, Legal Writing

Education
Wayne State University Law School   1999 — 2004
Doctor of Law (J.D.)

Madonna University   1995 — 1996
B.S., Legal Assistant

University of Michigan-Dearborn   1988 — 1992
B.S., Mathematics

Stephen Morman Stephen Morman Greater Detroit Area Details
Stephen Morman's H&R Block Financial Advisors Experience December 1999 - November 2008
Job Managing Partner at Four Financial Management
Industry Financial Services
Experience
Four Financial Management   November 2008 - Present
LPL Financial  November 2008 - Present
H&R Block Financial Advisors   December 1999 - November 2008
Olde Stockbrokers  August 1984 - December 1999

Education
Wayne State University   1982 — 1984
MBA, Finance

Marietta College   1977 — 1981
B.S., Chemistry Management

Jared Sheppard Jared Sheppard Greater Chicago Area Details
Jared Sheppard's H&R Block Financial Advisors Experience June 1999 - March 2001
Job V.P. Counterpary Credit Risk Middle Office at Bank of America
Industry Banking
Experience
Bank of America  September 2011 - Present
Bank of America Merrill Lynch Global Securities Solutions   November 2005 - September 2011
GHCO   March 2001 - April 2005
H&R Block Financial Advisors   June 1999 - March 2001

Skills
Fixed Income, VBA, Microsoft Excel, SQL, Credit Risk, Counterparty Risk, VAR, Derivatives, Trading Systems, Options, Bonds, Trading, Hedge Funds, Investments, Risk Management, Financial Modeling, Portfolio Management, Financial Markets

Education
Illinois Institute of Technology - Stuart Graduate School of Business   2003 — 2005
M.S, Financial Markets; Financial Engineering and Programming

Knox College   1995 — 1999
Bachelor of Arts, Economics

Dan Sixbury, PMP, MBA Dan Sixbury, PMP, MBA Kansas City, Missouri Area Details
Dan Sixbury, PMP, MBA's H&R Block Financial Advisors Experience 2003 - 2008
Job Senior Project Manager at Epiq Systems
Industry Information Technology and Services
Experience
Epiq Systems  April 2015 - Present
Perceptive Software  February 2015 - March 2015
ECCO Select  September 2014 - January 2015
Hallmark Cards  October 2010 - September 2014
Unisys  2008 - September 2010
H&R Block, Inc   2003 - 2008
H&R Block Financial Advisors   2003 - 2008
Aquila  December 2001 - November 2003
Celeritas Technologies, L.L.C.   March 1999 - December 2001
Celeritas Technologies  1999 - 2001

Skills
Vendor Management, Project Management, Infrastructure, System Architecture, ITIL Certified, PMP, Disaster Recovery, Business Analysis, Team Leadership, IT Management, Leadership, Process Improvement, Servers, Unix, Enterprise Architecture, PMO, SDLC, IT Strategy, SharePoint, Windows, Linux, ITIL, MS Project, Management, Architecture, Firewalls, Integration, Requirements Analysis, Program Management, Security, Networking, Business Process, Project Portfolio..., Business Process..., Software Project..., Information Technology, Data Center, Resource Management, IT Service Management, Oracle, Strategy, Visio, Business Intelligence, Business Continuity, Databases, IT Operations, System Deployment, Solution Architecture, Software Documentation, Cloud Computing

Education
Keller Graduate School   2006 — 2007
Masters, Project Management

Rockhurst University   1997 — 2001
Masters in Business Administration, Management

Kansas State University   1988 — 1994
Bachelor's in Computer Science, Engineering and Computer Science

Kevin Dolen, CRPC® APMA® Kevin Dolen, CRPC® APMA® Indianapolis, Indiana Area Details
Kevin Dolen, CRPC® APMA®'s H&R Block Financial Advisors Experience March 2003 - January 2012
Job Associate Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2012 - Present
Ameriprise Financial  December 2008 - January 2012
HR Block Financial Advisors  March 2003 - January 2012
American Express Financial Advisors  January 2002 - March 2003
American Express Financial Advisors  2001 - January 2002
DTC, Inc.   1994 - 2000
Olde Stockbrokers  1992 - 1994
Hibbard Brown   1991 - 1992

Education
Purdue University   1987 — 1991
BS

Lincoln HS Sioux Falls, SD

Peter Pazer Peter Pazer Hollywood, Florida Details
Peter Pazer's H&R Block Financial Advisors Experience January 2008 - Present
Job Manager at H&R Block Financial Advisors
Industry Financial Services
Experience
H&R Pazer Farm   September 2013 - Present
H&R Block Financial Advisors   January 2008 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Management, English, Sales, Leadership, Photoshop

Education
Fla Alantic University   1990 — 1992
Master of Science (MS), Public Administration

St. Thomas University
Bachelor's degree, Business Administration and Management, General

Patricia Catchpole Patricia Catchpole Albany, New York Area Details
Patricia Catchpole's H&R Block Financial Advisors Experience September 2001 - November 2008
Job Registered Representative Securities offered through HD Vest Investment Securities SM
Industry Financial Services
Experience
Self-employed  July 2009 - Present
H&R Block  January 1984 - Present
Ameriprise Advisor Services  November 2008 - July 2009
H&R Block Financial Advisors   September 2001 - November 2008

Education
The College of New Rochelle
Bachelor's Degree

Ross Mannino, CFP®, APMA® Ross Mannino, CFP®, APMA® Greenwich, Connecticut Details
Ross Mannino, CFP®, APMA®'s H&R Block Financial Advisors Experience January 2000 - October 2008
Job Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2008 - Present
H&R Block Financial Advisors   January 2000 - October 2008
Olde Financial, Inc   January 1994 - January 2000

Education
The University of Connecticut School of Business
Bachelor's of Business & Technology

Tom Linn Tom Linn Greater New Orleans Area Details
Tom Linn's H&R Block Financial Advisors Experience January 1996 - 2007
Job Branch Manager / Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial  2008 - Present
Financial Planning Association (FPA)   2012 - 2015
H&R Block Financial Advisors   January 1996 - 2007
Merrill Lynch  1993 - 1995

Education
Louisiana State University   1991 — 1995
BS, Finance

Steve Stalcup Steve Stalcup Downers Grove, Illinois Details
Steve Stalcup's H&R Block Financial Advisors Experience 1999 - 2008
Job Financial Advisor | Vice President Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2008 - Present
H&R Block Financial Advisors   1999 - 2008
Olde Discount Stockbrokers  1993 - 1999

Education
B.A. Business Administration, Taylor University, Upland, IN, 1989-1993   1989 — 1993
B.A. Business Administration

Diploma, Plano High School, 1985-1989

Joshua C Purcell Joshua C Purcell Greater Minneapolis-St. Paul Area Details
Joshua C Purcell's H&R Block Financial Advisors Experience January 2001 - July 2002
Job President at Purcell Financial LLC
Industry Financial Services
Experience
Purcell Real Estate Inc.   May 2012 - Present
H&R Block  November 2009 - Present
Purcell Financial LLC   October 2009 - Present
H&R Block  July 2004 - November 2009
H&R Block  1991 - 2004
H&R Block Financial Advisors   January 2001 - July 2002

Skills
Franchise Consulting, Business Planning, Strategy, Small Business, Franchising, Retail, Budgets, Coaching, Customer Service, Strategic Planning, Sales, Payroll, Leadership, Accounting, Tax, Multi-unit, Training, Finance, Team Building, Inventory Management, Management Consulting, Management, Analysis

Education
Sullivan University   2007 — 2008
MBA, Finance, General

Northwestern College
B.S., Business Management

Brent Silver Brent Silver Cleveland/Akron, Ohio Area Details
Brent Silver's H&R Block Financial Advisors Experience July 2000 - November 2001
Job Product Manager at PNC Investments
Industry Investment Management
Experience
PNC Investments  April 2011 - Present
Lineweaver Financial Group   February 2009 - April 2011
National City Private Client Group  March 2007 - November 2008
McDonald Investments  June 2004 - February 2007
McDonald Investments  November 2001 - May 2004
H&R Block Financial Advisors   July 2000 - November 2001

Skills
Alternative Investments, Asset Allocation, Asset Management, Due Diligence, Finance, Investment Management, Investment Strategies, Investment Products, Investments, Mutual Funds, Managed Money, Portfolio Management, Product Development, Product Management, Separately Managed..., Series 7, Series 66, Series 63, Unified Managed Accounts, Wealth Management

Education
John Carroll University   2006 — 2008
MBA, Finance

Miami University   1996 — 2000
Bachelor of Science in Business, Finance

Mayfield High School   1990 — 1996

Marcus Hunter Marcus Hunter Greater Atlanta Area Details
Marcus Hunter's H&R Block Financial Advisors Experience 2000 - 2008
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  March 2000 - Present
H&R Block Financial Advisors   2000 - 2008

Education
Daphne High School

The University of Georgia

Robert Bute Robert Bute Greater New Orleans Area Details
Robert Bute's H&R Block Financial Advisors Experience March 2005 - August 2006
Job Owner, Destiny Investments, LLC
Industry Financial Services
Experience
Destiny Investments   August 2006 - Present
H&R Block Financial Advisors   March 2005 - August 2006
Salomon Smith Barney  October 2000 - March 2005
Mobil  1990 - 2000
Various Oil Industry Organizations   1979 - 1990
United States Marine Corps  1975 - 1979

Skills
Investments, Securities, Retirement Planning, Wealth Management, Financial Planning, Mutual Funds, Asset Allocation, Insurance, Asset Management, Retirement, Annuities, Bonds, Long Term Care, Financial Advisory, 401k, Retirement Income..., IRA's, Alternative Investments, Investment Strategies, Investment Advisory, Series 7, Series 63, ETFs, Fixed Income, Annuity, Stocks, Succession Planning, Financial Services, Estate Planning, Life Insurance, Portfolio Management

Education
Tulane University - A.B. Freeman School of Business   1996 — 1998
MBA, Finance

Nicholls State University   1984 — 1987
BS, Life Sciences and Technology

Franz Warren Franz Warren Greater New York City Area Details
Franz Warren's H&R Block Financial Advisors Experience February 1994 - March 2009
Job Executive Director Market Director
Industry Financial Services
Experience
JP Morgan Chase Bank N.A.   September 2009 - Present
H&R Block Financial Advisors   February 1994 - March 2009
Ameriprise Advisor Services  February 1994 - March 2009

Education
Rutgers, The State University of New Jersey-New Brunswick

Jodi Robinson, PHR, SHRM-CP Jodi Robinson, PHR, SHRM-CP Kansas City, Missouri Area Details
Jodi Robinson, PHR, SHRM-CP's H&R Block Financial Advisors Experience 2002 - 2006
Job Talent Acquisition at Overland Solutions, Inc.
Industry Human Resources
Experience
Beachbody Health/Fitness  June 2015 - Present
Overland Solutions, Inc.   April 2015 - Present
Confidential  December 2011 - Present
Overland Solutions  March 2010 - December 2011
Overland Solutions  February 2008 - March 2010
Overland Solutions  January 2007 - February 2008
H&R Block Financial Advisors   2002 - 2006
Northwestern Mutual Financial Network  2001 - 2002
La Petite Academy  1996 - 2001

Skills
Talent Acquisition, Recruiting, Training, Leadership, Interviews, Human Resources, Management, Onboarding, Employee Relations, Coaching, Applicant Tracking..., Team Building, Talent Management, Sourcing, Temporary Placement, Hiring, Screening, Personnel Management, Policy, HR Policies, Organizational..., Cold Calling, PeopleSoft, New Hire Orientations, Internet Recruiting, Employee Engagement, Job Fairs, Resume Writing, Screening Resumes, Job Search Strategies, Job Descriptions, Business Coaching, Professional Mentoring, Business Advise, Mentoring, PHR (Professional Human..., Social Entrepreneurship, Business Strategy, Wellness Coaching, Wellness, Fitness Consulting, Nutrition

Education
Johnson County Community College

Shawnee Mission West

University of Missouri-Kansas City
Bachelors of Science, Communications

Michael Bartolomei Michael Bartolomei Jersey City, New Jersey Details
Michael Bartolomei's H&R Block Financial Advisors Experience June 2000 - June 2001
Job Sales Floor Team Member at Target
Industry Retail
Experience
Target  July 2015 - Present
New Jersey School Boards Association  September 2007 - February 2009
North Bergen Board of Education  September 2003 - August 2007
East Newark Board of Education   September 2002 - June 2003
Pathmark Stores  September 2001 - August 2002
H&R Block Financial Advisors   June 2000 - June 2001

Skills
Leadership, Curriculum Design, Teaching, Program Management, Management, Team Building, Leadership Development, Public Speaking, Customer Service, Employee Relations, Staff Development, Writing, Creative Writing

Education
Rutgers University-New Brunswick   2002 — 2006
M.A., Labor and Employment Relations

Rutgers University-New Brunswick   1996 — 2000
B.A., History, Labor Studies

AutoCAD CDM Institute

Christian Canizales Christian Canizales Sacramento, California Details
Christian Canizales's H&R Block Financial Advisors Experience December 2013 - Present
Job Tax Professional at H&R Block Financial Advisors
Industry Financial Services
Experience
H&R Block Financial Advisors   December 2013 - Present
Global Communities  May 2011 - May 2013
UNITEC  January 2009 - January 2013
Ingeniería Integral   January 2010 - May 2011
Grupo Picacho S.A de C.V.   May 2007 - January 2009
Línea Grafica   June 2004 - May 2007

Skills
Financial Analysis, Managerial Finance, Microfinance, Accounting, Cost Accounting, Budgets, Budget Monitoring, Budget Forecasts, Actuarial Science, Data Analysis, Database Design, Microsoft Office, English, Spanish, Humanitarian Assistance, Tax Preparation, Income Tax, Tax Returns, University Teaching, Human Resources

Education
Keller Graduate School of Management of DeVry University   2014 — 2015
Master of Science (M.S.), Accounting

Universidad de Buenos Aires   2011 — 2014
Master's degree, Actuarial Science and Social Security Management

Universidad Tecnológica Centroamericana   2003 — 2005
Master's degree, Finance, General

Universidad Tecnológica Centroamericana   1998 — 2002
Bachelor's degree, Finance and Financial Management Services

Chad Pajari Chad Pajari San Francisco Bay Area Details
Chad Pajari's H&R Block Financial Advisors Experience June 1997 - March 2004
Job Manager Treasury Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  February 2006 - Present
Charles Schwab  March 2004 - February 2006
H&R Block Financial Advisors   June 1997 - March 2004

Skills
Finance, Treasury Services, Treasury Management, Cash Management, Treasury, Bank Relationship..., Vendor Relationship..., Strategic Financial..., Asset Allocation, Banking, Strategy, Mutual Funds

Education
Minnesota State University, Mankato
Bachelor of Science, Finance and Accounting

John D. Morris, CFP® John D. Morris, CFP® Granville, Ohio Details
John D. Morris, CFP®'s H&R Block Financial Advisors Experience January 2006 - January 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2009 - Present
H&R Block Financial Advisors   January 2006 - January 2009
Edward Jones  July 2002 - January 2006
Fidelity Investments  November 2000 - July 2002

Education
Kaplan Schweser   2010 — 2011
CFP®, Financial Planning and Services

Muskingum College   1996 — 2000
B.A, Political Science & Communications

Maysville High School--Zanesville, OH   1992 — 1996

Dominic Russo Dominic Russo Greater Boston Area Details
Dominic Russo's H&R Block Financial Advisors Experience January 2013 - May 2013
Job Management Trainee UniFirst Corporation
Industry Business Supplies and Equipment
Experience
UniFirst Corporation  June 2015 - Present
Archdiocese of Boston  September 2011 - May 2015
Measure-What-Matters   November 2014 - April 2015
DCR of Massachusettes   May 2010 - August 2013
H&R Block Financial Advisors   January 2013 - May 2013

Skills
Target Marketing, Customer Segmentation..., Microsoft Office, Research, Data Analysis, Time Management, Teamwork, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, English, HTML, Windows, Event Planning, Leadership

Education
UMass Lowell   2012 — 2015
Bachelor's of Science, Business Administration, Marketing

Middlesex Community College   2010 — 2011
Associate's Degree, Business

Steven Schulte Steven Schulte Cincinnati Area Details
Steven Schulte's H&R Block Financial Advisors Experience March 2006 - September 2008
Job Senior Relationship Advisor
Industry Financial Services
Experience
First Financial Bank  March 2012 - Present
Oppenheimer & Co.   September 2008 - March 2012
H&R Block Financial Advisors   March 2006 - September 2008
Fifth Third Securities  October 2004 - March 2006
Huntington National Bank  January 2002 - November 2003

Skills
Retirement Planning, Strategic Financial..., Investments, Banking, Loans, Insurance, Retirement, Finance, Small Business, Mortgage Lending, Relationship Management, Commercial Banking, Credit Analysis, Mutual Funds, Wealth, Cash Management, Wealth Management, Wealth Accumulation, Portfolio Management, Credit

Education
The American College   2012 — 2014
Pursuing Chartered Financial Consultant designation

University of Cincinnati   1988 — 1993
Marketing

Elder High School   1984 — 1988

Tim S. Minton Tim S. Minton Chicago, Illinois Details
Tim S. Minton's H&R Block Financial Advisors Experience May 2001 - June 2003
Job Executive Vice President at Steinco
Industry Real Estate
Experience
Steinco  July 2005 - Present
William Blair  May 2004 - July 2005
Bear Stearns  June 2003 - May 2004
H&R Block Financial Advisors   May 2001 - June 2003

Skills
Finance, Investments, Asset Management, Management, Due Diligence, Portfolio Management, Sales, Executive Management, Securities, Venture Capital, Analysis, Asset Managment, Business Strategy, Credit, Derivatives, Financial Advisory, Financial Modeling, Financial Analysis, Human Resources, Insurance, Investment Banking, Investment Properties, Investment Strategies

Education
Miami University   1997 — 2001
BS, Finance, Management Information Systems

Wayzata High School   1994 — 1997

Craig Friedrichsen Craig Friedrichsen Topeka, Kansas Area Details
Craig Friedrichsen's H&R Block Financial Advisors Experience January 2006 - October 2008
Job CERTIFIED FINANCIAL PLANNER at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc.   September 2014 - Present
ING Financial Partners  October 2008 - September 2014
H&R Block Financial Advisors   January 2006 - October 2008

Education
Iowa State University   1978 — 1982
BS, Journalism & Mass Communications

Kevin W. Harper, CFP® Kevin W. Harper, CFP® Birmingham, Alabama Details
Kevin W. Harper, CFP®'s H&R Block Financial Advisors Experience February 2000 - September 2008
Job Executive Vice President at Reliance Financial Group
Industry Investment Management
Experience
Reliance Financial Group  May 2015 - Present
Ameriprise Financial Advisors  September 2008 - May 2015
H&R Block Financial Advisors   February 2000 - September 2008
Headhunter.net  1998 - 2000

Education
Oglethorpe University   2000 — 2002
Certified Financial Planner Designation, CFP®

University of Alabama   1991 — 1995
BA, Finance

Adam Soloff, EA, CFP® Adam Soloff, EA, CFP® Greater Philadelphia Area Details
Adam Soloff, EA, CFP®'s H&R Block Financial Advisors Experience 1996 - 2006
Job Owner, Soloff Wealth Management Group
Industry Financial Services
Experience
Soloff Wealth Management Group   October 2006 - Present
FPA (Financial Planning Association) Philadelphia Tri-State   2006 - 2011
H&R Block Financial Advisors   1996 - 2006
OLDE  1996 - 2006

Skills
Wealth Management, Investments, Estate Planning, Strategic Financial..., Financial Advisory, Investment Advisory, Retirement, Certified Financial..., Financial Planners, Financial Analysis, IRAs, Employee Benefits, Wealth, Financial Planning, Investment Strategies, Wealth Accumulation, Options, Bonds, Securities, Retirement Plan..., Personal Finance, Series 63

Education
Internal Revenue Service   2004 — 2006
EA, Taxation

American College   2001 — 2003
CFP, Financial Planning

Penn State University   1992 — 1996

Tracy Trout Tracy Trout Liberty, Missouri Details
Tracy Trout's H&R Block Financial Advisors Experience September 2002 - February 2005
Job Administrative Assistant
Industry Accounting
Experience
Excel Personnel  February 2015 - Present
Compass Wealth Management   July 2014 - February 2015
Curry Association Management   August 2013 - July 2014
Liberty Public Schools  August 2005 - August 2013
H&R Block Financial Advisors   September 2002 - February 2005
Winthrop Management  September 1994 - April 1998

Skills
Event Planning, Microsoft Office, Teaching, PowerPoint, Public Relations, Microsoft Word, Marketing, Social Media Marketing, Event Management, Social Networking, Fundraising, Microsoft Excel, Team Building, Facebook, Editing

Education
Park University   1985 — 1990
Bachelor's degree, Management and Human Resources

Central Missouri State University   1983 — 1985

Christopher Stuart, CFA Christopher Stuart, CFA Greater Boston Area Details
Christopher Stuart, CFA's H&R Block Financial Advisors Experience June 2001 - December 2004
Job
Industry Investment Management
Experience
Columbia Threadneedle Investments, US  January 2014 - May 2015
Shortzilla LLC   November 2012 - December 2013
TheStreet Ratings   October 2010 - November 2012
Merrill Lynch  June 2006 - October 2010
One Beacon Insurance  January 2005 - June 2006
H&R Block Financial Advisors   June 2001 - December 2004

Skills
Bloomberg, Factset, Fundamental Research, Equity Research, Stock Picking, Equity Valuation, Asset Management, Asset Allocation, Analysis, Qualitative Research, Quantitative Analysis, Quantitative Research, Excel, Financial Modeling, Financial Analysis, SEO, Website Development, CFA, Economics, SQL, Wordpress, Retirement Planning, Model Portfolios, Mutual Funds, Hedge Funds, Options, Technical Analysis, Competitive Analysis, Google Analytics, Factor Analysis, Chartered Financial..., Forensic Accounting, short selling, Short Sales, Long/Short Equity, Portfolio Management, Investments, Investment Management, Alternative Investments, Stocks, Microsoft Excel, VBA, DCF Valuation, Asset Managment, Quantitative Analytics, Finance, ETFs, Due Diligence, Equities, Valuation

Education
University of Massachusetts at Amherst - Isenberg School of Management   1994 — 1998
Bachelor of Arts (BA), Finance-Investments, 3.1

Xaverian Brothers High School   1991 — 1994
High School Diploma

Beth Strauss Beth Strauss Cleveland/Akron, Ohio Area Details
Beth Strauss's H&R Block Financial Advisors Experience January 2006 - October 2008
Job VP Senior Communications Manager KeyBank
Industry Financial Services
Experience
KeyBank  February 2011 - Present
Polestar Communications   November 2009 - January 2011
Ameriprise Advisor Services, Inc.   November 2008 - October 2009
H&R Block Financial Advisors   January 2006 - October 2008
ING Advisors Network  1993 - 2001

Skills
Strategic Communications, Internal Communications, Public Relations, Change Management, Communications Planning, Marketing Strategy, Social Media, Financial Services, Project Management, Strategic Planning, Management, Team Building, Strategy, Email Marketing, Mergers & Acquisitions, Integration, Marketing, Communication Training, Sales, Integrated Marketing, Leadership, Corporate Communications, Finance, Crisis Communications, Marketing Communications, Direct Marketing, Media Relations, Newsletters

Education
Kent State University   1988 — 1991
BFA, Journalism with a minor in history

Joseph Cabuhat Joseph Cabuhat Greater Los Angeles Area Details
Joseph Cabuhat's H&R Block Financial Advisors Experience January 2000 - May 2003
Job Exec Vice President, VisionQwest Resource Group
Industry Executive Office
Experience
VisionQwest Resource Group, Inc.   April 2000 - Present
Saint Anthony's Healthcare Services   May 2002 - August 2004
H&R Block Financial Advisors   January 2000 - May 2003
Pleasant Care Corporation   August 1998 - February 2003

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2004 — 2006
MBA, Business Admin & Taxation

San Beda College   1992 — 1996
Bachelor's Degree, Accountancy

Loyola Law School, Los Angeles
JD, Law

Brandon Shedron Brandon Shedron Kansas City, Missouri Area Details
Brandon Shedron's H&R Block Financial Advisors Experience November 2002 - March 2005
Job Experienced Higher Education Executive and Entrepreneur
Industry Education Management
Experience
Vatterott College  January 2007 - June 2015
Midwest Institute of Natural Healing   August 2003 - January 2007
H&R Block Financial Advisors   November 2002 - March 2005

Skills
Adult Education, Student Affairs, Enrollment Management, Admissions, Campus, Educational Leadership, Higher Education, Curriculum Development, Accreditation, Staff Development, Distance Learning, Teaching, Regulatory Affairs, Instructional Design, Career Counseling, Training Delivery

Education
Park University   2005 — 2006
Master of Business Administration (MBA)

Gregg Milligan Gregg Milligan Greater Detroit Area Details
Gregg Milligan's H&R Block Financial Advisors Experience 2004 - 2006
Job IT Executive
Industry Information Technology and Services
Experience
PimWo Intertrade Partnership Ltd.   November 2011 - September 2015
Spectrum Health  2009 - 2010
H&R Block  2006 - 2008
H&R Block Financial Advisors   2004 - 2006
Deloitte  2003 - 2004
Deloitte  1996 - 2003
F.A.R. Management, Inc.   1993 - 1996
Supply Tech, Inc.   1989 - 1993
United States Air Force  1985 - 1989

Skills
IT Strategy, IT Financial Management, Vendor Relationship..., Contract Negotiation, Network Engineering, Data Center Management, Disaster Recovery, Organizational..., Business Continuity..., IT Audit, HIPAA, SOX 404, ITIL, Process Improvement, Information Technology, Network Design, IT Infrastructure..., IT Infrastructure..., IT Infrastructure Design, Personnel Management, Server Administration, Telecommunications..., Network Systems, IT Project & Program..., Network Virtualization, Management, Leadership, Project Management, Vendor Management, Customer Service, Enterprise Software, Strategic Planning, Program Management, Strategy, Databases, SharePoint, Security, Microsoft Office

Education
Wayne State University   1990 — 1992
Master's Degree, Evaluation and Research (Computer Science), 3.72 (Magna Cum Laude)

Siena Heights University   1981 — 1985
Bachelor's Degree, Business Administration, Public Administration, 3.03

Steven M. Yonan Steven M. Yonan Orange County, California Area Details
Steven M. Yonan's H&R Block Financial Advisors Experience 2002 - 2002
Job Real Estate Finance, Tax, and Legal Professional
Industry Legal Services
Experience
Optima Tax Relief  2013 - Present
Law Office of Steven M. Yonan   2010 - 2012
Cenor Asset Management   2007 - 2009
EY  2007 - 2007
Sempra Energy  2005 - 2005
Cesari & McKenna, LLP   2004 - 2004
H&R Block Financial Advisors   2002 - 2002
Morgan Stanley  2001 - 2001
Apollo Real Estate Investment Fund IV: French Industrial Property Portfolio   2000 - 2001
LCL  1999 - 2000

Skills
Tax Law, Financial Analysis, Tax Audit Representation, Tax Relief, Tax Research, Real Estate Transactions, Commercial Real Estate, Real Estate Law, International Real..., Due Diligence, Intellectual Property, International Tax, Acquisitions, Mergers & Acquisitions

Education
University of San Diego School of Law   2006 — 2007
Master of Laws (LLM), Tax Law/Taxation

New England Law Boston   2003 — 2006
Juris Doctor (J.D.)

ENC Bessières (Paris, France)   1998 — 1999
Certificate in Financial Advisory Services

OCC   1996 — 1997
Certificate in Investment Management

Valparaiso University   1989 — 1993
Bachelor’s Degree

Joy Joseph Joy Joseph Greater New York City Area Details
Joy Joseph's H&R Block Financial Advisors Experience 2001 - 2004
Job
Industry Financial Services
Experience
AXA  November 2012 - Present
UBS  March 2007 - October 2012
UBS Financial Services Inc.  2007 - October 2012
H&R Block  2001 - 2005
H&R Block Financial Advisors   2001 - 2004
The Compliance Group  May 1997 - July 2001
Wachovia  1997 - 2001
Citicorp  1995 - 1998
Prudential Financial/Chevy Chase bank   1991 - 1996

Skills
Investments, Risk Management, Wealth Management, Business Strategy, Series 7, Banking, Performance Management, Retirement Planning, Strategic Financial..., Mutual Funds, Series 63, Portfolio Management, Strategy, Program Management, Securities, Retirement, Leadership, Financial Services, Investment Advisory, Asset Managment, Asset Allocation, Financial Risk, FINRA, Insurance, Training, Hedge Funds, Financial Analysis, Leadership Development, Asset Management, Management, Bonds, Financial Advisory, Employee Training, Equities, Relationship Management, Alternative Investments, Human Resources, 401k, Fixed Income

Education
Strayer University   1995 — 1997
Masters

Licenses

Jason Cowans, CFP®, ChFC® Jason Cowans, CFP®, ChFC® Tempe, Arizona Details
Jason Cowans, CFP®, ChFC®'s H&R Block Financial Advisors Experience March 2001 - July 2002
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Investment Management
Experience
Edelman Financial Services  August 2011 - Present
Highland Advisory Group   November 2008 - August 2011
Cowans Financial Services   December 2003 - November 2008
ING Funds  July 2002 - October 2003
H&R Block Financial Advisors   March 2001 - July 2002
Morgan Stanley Smith Barney  May 2000 - December 2000
LBUSD  January 1997 - May 2000

Skills
Retirement Planning, Financial Planning, Estate Planning, Asset Management

Education
University of Arizona
Bachelor of Science, Math with Finance emphasis

The American College
CFP® Certification

The American College
Chartered Financial Consultant

Eric Gaughan Eric Gaughan Cincinnati Area Details
Eric Gaughan's H&R Block Financial Advisors Experience August 1998 - March 2001
Job
Industry Packaging and Containers
Experience
Zumbiel Packaging  October 2012 - Present
sanofi-aventis  August 2006 - October 2012
Maxim Healthcare  March 2001 - May 2006
H&R Block Financial Advisors   August 1998 - March 2001

Skills
Sales, Account Management, Selling, Business Development, Sales Operations, Strategic Planning, New Business Development, Sales Management, Cross-functional Team..., Process Improvement, Business Strategy, Marketing Strategy, Negotiation, Leadership, Data Analysis, Management, Customer Service, Packaging, Inventory Management

Education
The Ohio State University - The Max M. Fisher College of Business   2006 — 2009
MBA

Xavier University   1994 — 1998
Bachelor of Science (BS)

Julie Shiver Julie Shiver Baltimore, Maryland Area Details
Julie Shiver's H&R Block Financial Advisors Experience 2010 - 2011
Job Medical Marketing, Bringing you closer to your targets
Industry Marketing and Advertising
Experience
Med Market Specialists   June 2007 - Present
H&R Block Financial Advisors   2010 - 2011
Onlineintermedia   February 2007 - June 2009
VeriChip Corporation  September 2005 - December 2007
Derma Sciences  2006 - 2007
GWR Medical  2002 - 2005
Griswold Special Care  September 1998 - December 2003
Abbott Laboratories  1997 - 1999
Merck  August 1988 - December 1996

Skills
Wound Care, Start-ups, Healthcare, Hospitals, Strategic Planning, Market Research, Marketing Strategy, New Business Development, Medical Devices, Contract Negotiation, Account Management, Sales Management, Customer Relations, Public Speaking, Public Relations, Project Management, Program Management, Salesforce.com, Customer Service, Leadership, Training, Marketing, Strategy, Product Development, Sales, Business Development, Selling, Product Launch, Sales Operations, Entrepreneurship, Management, Team Building, Sales Process, Social Media

Education
Morgan State University   1974 — 1978
BA, Social Work

University of Baltimore   1979 — 1980
Criminal Justice/JD

Douglas Howland Douglas Howland Kansas City, Missouri Area Details
Douglas Howland's H&R Block Financial Advisors Experience January 2002 - February 2005
Job Mgr Programs, PMP, MBA
Industry Information Technology and Services
Experience
Insight  September 2008 - Present
Insight  August 2008 - Present
VML  August 2007 - February 2008
Sprint  November 2005 - April 2006
H&R Block Financial Advisors   January 2002 - February 2005

Skills
PMP, Visio, Business Process, MS Project, Business Analysis, Project Management, SDLC, Microsoft Office, Strategic Planning, Analysis, SharePoint, Requirements Gathering, Strategy, ERP

Education
Texas A&M University   1995 — 1997
MBA, Finance, Management

Texas A&M University - Mays Business School   1995 — 1997
MBA, Finance & Management

University of Nebraska at Omaha   1988 — 1993
BSBA, Finance and Banking & Financial Markets

Camillo Matteucci Camillo Matteucci Greater New York City Area Details
Camillo Matteucci's H&R Block Financial Advisors Experience December 1999 - October 2008
Job Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2008 - Present
Amerprise Financial Services, Inc.   1998 - Present
H&R Block Financial Advisors   December 1999 - October 2008

Education
Rutgers University-New Brunswick   1994 — 1998

Howard Klausmeier Howard Klausmeier Greater Detroit Area Details
Howard Klausmeier's H&R Block Financial Advisors Experience October 1995 - October 2008
Job VP & Group Counsel Litigation at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  October 2008 - Present
Ameriprise Financial  October 2008 - September 2010
H&R Block Financial Advisors   October 1995 - October 2008
Wise & Marsac, P.C.   July 1991 - October 1995
US Navy - Judge Advocate General's Corps  October 1986 - July 1991

Skills
Securities, Series 7, Insurance, Estate Planning, Litigation, Uniform Combined State..., Financial Services, Investment Advisory, Series 65, Retirement Planning, Securities Regulation, Retirement, Asset Allocation, Risk Management, Arbitration, FINRA, Bonds, Equities, Asset Management, Investments, Commercial Litigation, Employment Law, Series 63, Alternative Investments, Wealth Management, AML, Financial Advisory, Due Diligence, Mutual Funds, Series 24, ETFs, Investment Management, 401k, Strategic Financial..., Financial Planners, Investment Strategies, IRAs, Fixed Annuities, Wealth, Series 6, 401k Rollovers, Options, Fixed Income, Personal Financial...

Education
The George Washington University Law School   1990 — 1991
LL.M., Law

Wayne State University Law School   1983 — 1986
JD, Law

Michigan State University   1979 — 1983
BA, Criminal Justice/Psychology

Gregg Milligan Gregg Milligan Kansas City, Missouri Area Details
Gregg Milligan's H&R Block Financial Advisors Experience January 2004 - October 2006
Job Director Technology at H&R Block, Inc.
Industry Financial Services
Experience
H&R Block, Inc.   November 2006 - Present
H&R Block Financial Advisors   January 2004 - October 2006
Deloitte & Touche LLP  January 1996 - January 2004

Education
Wayne State University   1990 — 1992
M.E., Computer Engineering

USAF Air University (AFIT)   1987 — 1989
A.A.S., Aeronautical Engineering

Siena Heights University   1981 — 1985
B.A., Business & Mathematics

Kristy Green Kristy Green Kansas City, Missouri Area Details
Kristy Green's H&R Block Financial Advisors Experience 2005 - 2007
Job Sr. EPMO Analyst at Waddell & Reed
Industry Information Technology and Services
Experience
Waddell & Reed  September 2011 - Present
Waddell & Reed  May 2008 - October 2011
Perceptive Software  July 2007 - May 2008
H&R Block Financial Advisors   2005 - 2007
DST Systems, Inc  2000 - 2005

Education
Iowa State University   1996 — 2000

Katie Kiefer Katie Kiefer Kansas City, Missouri Area Details
Katie Kiefer's H&R Block Financial Advisors Experience 2003 - 2006
Job Sr. Programmer/Analyst at Burns & McDonnell
Industry Computer Software
Experience
Burns & McDonnell  January 2006 - Present
H&R Block Financial Advisors   2003 - 2006
Modis  January 2002 - October 2003
Midwest Consulting Group  August 1999 - September 2001
Multi Service  1997 - 1999

Skills
Data Warehousing, Oracle HR, Business Intelligence, PL/SQL, SQL, Unix, XML, Oracle SQL, Microsoft SQL Server, Unix Shell Scripting, Oracle, Database Design, Oracle Applications, Databases, SDLC, Integration, Access, SharePoint

Education
Rockhurst University   1993 — 1997
Bachelor's Degree, Computer Science

Villa Duchesne   1989 — 1993

Marie Froom Marie Froom Marysville, Kansas Details
Marie Froom's H&R Block Financial Advisors Experience November 2002 - March 2007
Job Customer Service Professional
Industry Health, Wellness and Fitness
Experience
Landoll Corp.   April 2012 - August 2012
Target  March 2011 - August 2012
UnitedHealth Group  October 2007 - November 2009
H&R Block Financial Advisors   November 2002 - March 2007

Education
Kansas State University   1977 — 1980
Bachelor of Science, Secondary Business Education

Cloud County Community College   1973 — 1975
Associate of Science, Business

Marysville High School, Marysville, KS

Owen Muehlfeld Owen Muehlfeld San Francisco Bay Area Details
Owen Muehlfeld's H&R Block Financial Advisors Experience June 1998 - May 2001
Job Vice President Senior Relationshp Manager Portfolio Specialist at Fisher Investments Institutional Group
Industry Investment Management
Experience
Fisher Investments  June 2002 - Present
Fisher Investments  June 2002 - June 2006
UBS  May 2001 - June 2002
H&R Block Financial Advisors   June 1998 - May 2001

Skills
Asset Managment, Investments, Equities, Portfolio Management, Product Development, Asset Allocation, Investment Strategies, Asset Management, Investment Management, Investment Advisory, Wealth Management, Fixed Income

Education
Miami University   1994 — 1998
Bachelors, Finance & Accounting

Francine Eaves-Ranft Francine Eaves-Ranft Greater Denver Area Details
Francine Eaves-Ranft's H&R Block Financial Advisors Experience April 2003 - Present
Job Regional Sales Supervisor at H&R Block Financial Advisors
Industry Financial Services
Experience
H&R Block Financial Advisors   April 2003 - Present
Wachovia Securities  1995 - 2000

Education
Mount St. Mary's University   1982 — 1986

Bruce Riznyk Bruce Riznyk Greater New York City Area Details
Bruce Riznyk's H&R Block Financial Advisors Experience July 2000 - January 2001
Job Sales Deal Hub Bid Manager at Gartner
Industry Information Technology and Services
Experience
Gartner  June 2011 - Present
Gartner  October 2006 - June 2011
Gartner  February 2001 - October 2006
H&R Block Financial Advisors   July 2000 - January 2001

Education
The University of Connecticut School of Business   2004 — 2008
MBA, Finance

University of Connecticut   1996 — 2000
BA, Economics

Todd Petrocella Todd Petrocella Troy, Michigan Details
Todd Petrocella's H&R Block Financial Advisors Experience October 2001 - September 2006
Job Sales Supervision Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2012 - Present
Ameriprise Financial, Inc.   October 2009 - July 2012
Ameriprise Advisor Services, Inc.   June 2009 - October 2009
H&R Block Financial Advisors / Ameriprise Advisor Services, Inc.   October 2006 - June 2009
H&R Block Financial Advisors   October 2001 - September 2006
H&R Block Financial Advisors   January 2000 - September 2001

Skills
Compliance, Financial Advisory, Series 7, Series 24, Series 63, Customer Relations, Risk Management, Customer Service, Finance, Financial Services, Investments, Bonds, Stocks, Equities, Fixed Income, Mutual Funds, Securities, Trading, Investment Advisory, FINRA, Insurance, Retirement Planning

Education
Michigan State University College of Law   1996 — 1998

Michigan State University   1991 — 1996
Bachelor of Arts, Political Science Pre Law

Azmal Haidar Azmal Haidar Greater New York City Area Details
Azmal Haidar's H&R Block Financial Advisors Experience September 2006 - Present
Job Market Behavior at H&R Block Financial Advisors
Industry Financial Services
Experience
H&R Block Financial Advisors   September 2006 - Present

Education
Ramapo College of New Jersey   2001 — 2004

Mark Hamilton CFP Mark Hamilton CFP Tampa/St. Petersburg, Florida Area Details
Mark Hamilton CFP's H&R Block Financial Advisors Experience July 2003 - January 2006
Job Specialist at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  June 2010 - Present
New York Life Insurance Company  May 2009 - June 2010
RiverIcon   February 2008 - January 2009
Paragon Mortgage  February 2006 - November 2007
Hr Block Financial Advisors  July 2003 - January 2006
Humana  November 2002 - July 2003
Prudential Financial  May 2001 - October 2002
Merrill Lynch  November 1996 - May 2001

Skills
Strategic Financial..., Insurance, New Business Development, Leadership, Business Development, Finance, Management, Fixed Annuities, Investments, Sales, Risk Management, Portfolio Management, Team Building, Financial Planning, Retirement Planning

Education
Stetson University   1991 — 1993

Dan Sturges CFP® Dan Sturges CFP® Steamboat Springs, Colorado Details
Dan Sturges CFP®'s H&R Block Financial Advisors Experience November 1999 - May 2007
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors  February 2014 - Present
Ameriprise Financial  October 2009 - February 2014
Ameriprise Financial  May 2007 - October 2009
H&R Block Financial Advisors   November 1999 - May 2007

Skills
Personal Financial..., Retirement Planning, Investments, Long Term Care Insurance, Fixed Income, Tax Free Income

Education
Oglethorpe University   2001 — 2002
Certified Financial Planner

Miami University   1994 — 1998
Bachelor’s Degree

William Sterling William Sterling Greater Milwaukee Area Details
William Sterling's H&R Block Financial Advisors Experience 2014 - Present
Job Compliance/Business Professional and Attorney
Industry Insurance
Experience
H&R Block Financial Advisors   2014 - Present
Self Employed  2013 - 2014
Healthcare Financing Solutions of Wisconsin, LLC   2011 - 2013
Assurant Health  2004 - August 2010
Assurant Health  September 2001 - March 2004
Assurant Health (formerly Fortis Health)   1998 - 2001
John Alden Life Insurance Company  1992 - 1998
John Alden Life Insurance Company  1990 - 1992
Eagle National Bank, Miami FL and Citizens First National Bank, Ridgewood, NJ   1983 - 1990

Skills
Employee Benefits, Insurance, Managed Care, Litigation Management, Health Insurance, Underwriting, Leadership Development, Leadership, Claim, Health Policy, Strategy, CRM, Management, Mergers & Acquisitions, Marketing, Mergers, Tax Preparation, Consumer Lending, Small Business Lending, Social Work

Education
University of Miami School of Law   1988 — 1991
JD cum laude, 1991

Ramapo College of New Jersey   1973 — 1977
B.A., 1977, Psychology

KIMBERLY HESLOP KIMBERLY HESLOP Kansas City, Missouri Area Details
KIMBERLY HESLOP's H&R Block Financial Advisors Experience March 2003 - September 2007
Job Program Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  September 2007 - Present
H&R Block Financial Advisors   March 2003 - September 2007
Sogeti  March 2002 - March 2003
Genesis 10  November 2000 - November 2001
AT&T  May 1999 - November 2000
AT&T  August 1996 - May 1999
AT&T  December 1994 - August 1996

Skills
Management, Program Management, Training, Leadership, Team Leadership, Analysis, Vendor Management, Accounting, Business Analysis, Business Process, Team Management, Payroll, Leadership Development, Project Management, Process Improvement, Business Process..., Sales

Education
Webster University   1999 — 2001
MBA

Northwest Missouri State University   1988 — 1993
B.S., Accounting

Lisa Fildes Lisa Fildes Greater Detroit Area Details
Lisa Fildes's H&R Block Financial Advisors Experience September 1986 - October 2009
Job Of Counsel at Kane & Fischer, Ltd.
Industry Financial Services
Experience
Kane & Fischer, Ltd.   April 2011 - Present
Fildes & Outland, P.C.   November 2009 - Present
H&R Block Financial Advisors   September 1986 - October 2009
Ameriprise Financial  September 1986 - October 2009

Skills
Legal Research, Series 7, FINRA, Process Improvement, Public Speaking, Mutual Funds, Securities, Legal Writing, Insurance, Vendor Management, Series 24, Leadership, Due Diligence, Strategic Planning, Investment Advisory

Education
Kalamazoo College   1978 — 1982
BA, Political Science

Steve Swierczewski, CFA Steve Swierczewski, CFA Greater Chicago Area Details
Steve Swierczewski, CFA's H&R Block Financial Advisors Experience January 2000 - August 2002
Job Managing Director Head of Global Client Relationship Team at Mesirow Advanced Strategies
Industry Investment Management
Experience
Mesirow Advanced Strategies  April 2015 - Present
Mesirow Advanced Strategies  August 2012 - March 2015
JP Morgan Asset Management  November 2010 - August 2012
Calamos Investments  February 2008 - November 2010
Calamos Investments  May 2006 - February 2008
Calamos Investments  July 2003 - May 2006
Calamos Investments  August 2002 - July 2003
H&R Block Financial Advisors   January 2000 - August 2002

Education
Northern Illinois University   2002 — 2004
MBA, Finance

University of Illinois at Urbana-Champaign   1995 — 1999
B.S., Finance

Madhusudhan Ravirala Madhusudhan Ravirala Kansas City, Missouri Area Details
Madhusudhan Ravirala's H&R Block Financial Advisors Experience January 2001 - Present
Job Sr. Software Engineer at H&R Block
Industry Financial Services
Experience
H&R Block Financial Advisors   January 2001 - Present

Skills
Agile Methodologies, Autosys

Education
Osmania University   1992 — 1995

Greg Michel Greg Michel Columbus, Ohio Area Details
Greg Michel's H&R Block Financial Advisors Experience 1995 - 2001
Job Financial Analyst at Wutchiett Tumblin and Associates
Industry Management Consulting
Experience
Wutchiett Tumblin and Associates   June 2014 - Present
Michel Family Farms   May 2012 - June 2014
Advocate Radiology Billing & Reimbursement Specialists, LLC   2009 - 2012
Advocate Radiology Billing & Reimbursement Specialists, LLC   2005 - 2009
Briot, USA  2001 - 2005
H&R Block Financial Advisors   1995 - 2001

Skills
Management, Leadership, Process Improvement, Finance, Project Management, Budgets, Practice Management, Business Process, Business Development, Accounting, Financial Reporting, Microsoft Excel, Healthcare Management, IT Strategy, Strategic Planning, Business Valuation, Consulting, Microsoft Office, Microsoft Word, Key Account Management, PowerPoint, Financial Statement..., Access, Sales, Personal Finance, Financial Planning

Education
University of Notre Dame - Mendoza College of Business   2011 — 2013
MBA, Values Based Leadership

John Carroll University   1991 — 1995
Bachelor of Science in Business Administration, Finance, General

Valbona Nanaj Valbona Nanaj Greater Atlanta Area Details
Valbona Nanaj's H&R Block Financial Advisors Experience January 2009 - April 2012
Job Senior Data Analyst at Southern Company
Industry Accounting
Experience
Southern Company  February 2013 - Present
Georgia Department of Human Resources  November 2012 - February 2013
AT&T  April 2012 - November 2012
H&R Block Financial Advisors   January 2009 - April 2012
ADP  December 2011 - 2012
Accenture  May 2006 - October 2011
Ministry of Economy, Trade and Energy   January 2004 - March 2005
INSIG s.a Albania   March 1998 - July 2003

Skills
HTML, Analysis, Management, PeopleSoft, Information Technology, Finance, Access, Human Resources, Visio, Recruiting, Business Analysis, SAP, Process Improvement, Software Documentation, Accounting, SharePoint, Database Administration, CRM, Business Process..., Payroll, Data Analysis, Program Management

Education
Southern Polytechnic State University   2011 — 2013
Master, Accounting

Universiteti i Tiranës   2003 — 2005
MA, Finance

University of Tirana
BA, Economics

Joseph A. Rosenbaum Joseph A. Rosenbaum Greater St. Louis Area Details
Joseph A. Rosenbaum's H&R Block Financial Advisors Experience 2003 - 2009
Job Financial Advisor, Associate Vice President Kulik, Rosenbaum & Associates at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   2009 - Present
H&R Block Financial Advisors   2003 - 2009
Wachovia Securities, Inc.   1997 - 2003
A.G. Edwards & Sons, Inc.   1994 - 1997

Education
Saint Louis University   1989 — 1994
B.A.

St. Mary's High School   1985 — 1989

Mark Symm Mark Symm Bryan/College Station, Texas Area Details
Mark Symm's H&R Block Financial Advisors Experience 1997 - 1999
Job Vice President at Capital Advisors
Industry Financial Services
Experience
Capital Advisors, Inc.   March 2006 - Present
H&R Block Financial Advisors   1997 - 1999

Education
Texas A&M University   1992 — 1996

Jeffery Herb Jeffery Herb Greater Philadelphia Area Details
Jeffery Herb's H&R Block Financial Advisors Experience June 1997 - April 2001
Job National Sales Manager at ThomasNet
Industry Marketing and Advertising
Experience
ThomasNet  May 2014 - Present
Bravo Business Media, LLC   January 2014 - June 2014
ThomasNet  June 2009 - January 2014
VertMarkets  May 2007 - May 2009
VertMarkets  June 2004 - May 2007
VertMarkets  November 2002 - June 2004
Gruntal, Ryan Beck & Co   April 2001 - November 2002
H&R Block Financial Advisors   June 1997 - April 2001
Northwestern Mutual  October 1995 - January 1997

Skills
New Business Development, Online Marketing, B2B, Advertising, Social Media, SEO, Publishing, Sales Management, Marketing Strategy, Team Building, Customer Relations, Account Management, Consultative Selling, Cold Calling, B2B Marketing, Social Media Marketing, Solution Selling, Mentoring, Online Advertising, Coaching, Selling, Social Networking, Leadership, Sales, Direct Marketing, Marketing, Training, Lead Generation, Management, Marketing Communications, Customer Service, Email Marketing, Direct Sales, Business Development, Trade Shows, CRM, Sales Presentations, Digital Marketing, Product Marketing, Customer Retention, Product Development, Sales Process, E-commerce, Start-ups, Salesforce.com, Sales Operations, Advertising Sales, Mobile Marketing, Strategic Partnerships, SaaS

Education
Penn State University   1993 — 1997
BS, Finance and Insurance

Penn State University   1993 — 1997
BS, Finance

Williams Valley JR/SR high school   1987 — 1995
HS Diploma, Advanced College Prep Curriculum

Edward Walton Edward Walton Greater Detroit Area Details
Edward Walton's H&R Block Financial Advisors Experience November 2006 - January 2009
Job V.P. & Group Counsel at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  October 2012 - Present
Ameriprise Financial  January 2009 - October 2012
H&R Block Financial Advisors   November 2006 - January 2009
Neal, Gerber & Eisenberg LLP   June 2004 - November 2006
Kane & Fischer, Ltd.   August 2001 - June 2004
Prudential Securities  1999 - 2000

Education
The John Marshall Law School   1996 — 1999
JD

Michigan State University   1992 — 1996
BA, Management

Dan Steffes Dan Steffes Greater Minneapolis-St. Paul Area Details
Dan Steffes's H&R Block Financial Advisors Experience March 2000 - October 2008
Job Financial Advisor at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2008 - Present
H&R Block Financial Advisors   March 2000 - October 2008

Education
St. John's University   1994 — 1998
BA, Political Science

Dan Cilenti Dan Cilenti Greater New York City Area Details
Dan Cilenti's H&R Block Financial Advisors Experience June 1998 - Present
Job Financial Advisor at H&R Block Financial Advisors
Industry Financial Services
Experience
H&R Block Financial Advisors   June 1998 - Present

Education
Rutgers University-New Brunswick   1992 — 1995
B.A., Accounting, Political Science, Sociology

Andrew Seidl Andrew Seidl Greater Boston Area Details
Andrew Seidl's H&R Block Financial Advisors Experience 1999 - 2005
Job Senior DevOps Engineer at TIBCO Spotfire
Industry Information Technology and Services
Experience
TIBCO Spotfire  May 2013 - Present
Blue Cross Blue Shield of Massachusetts  November 2011 - May 2013
Concordant, Inc.   January 2009 - November 2011
H&R Block Financial Advisors   1999 - 2005

Skills
Data Center, System Deployment, Servers, Virtualization, Active Directory, SCCM, Security, Operating Systems, Cisco Technologies, Firewalls, Unix, Networking, Group Policy, System Monitoring, Integration

Education
Kalamazoo College   1995 — 1999
BA, Computer Science, Classical Studies

Woody Levinson Woody Levinson Dallas/Fort Worth Area Details
Woody Levinson's H&R Block Financial Advisors Experience March 2004 - April 2008
Job Senior Vice President at LS Wealth Strategies LLC / Financial Advisor with First Allied Securities Inc.
Industry Financial Services
Experience
LS Wealth Strategies LLC   April 2008 - Present
HR Block Financial Advisors  March 2004 - April 2008
A.G. Edwards   August 2002 - March 2004

Education
Southern Methodist University - Cox School of Business   1976 — 1977
MBA, Finance, General

Charlie Riehl Charlie Riehl Kansas City, Missouri Area Details
Charlie Riehl's H&R Block Financial Advisors Experience January 2002 - February 2008
Job Senior Trainer at Federal Reserve Bank of Kansas City
Industry Professional Training & Coaching
Experience
Federal Reserve Bank of Kansas City  May 2011 - Present
US Bank  August 2010 - April 2011
800 Call-KC  November 2008 - August 2010
H&R Block Financial Advisors   January 2002 - February 2008
Scudder Investment Services Inc   July 2001 - December 2002

Skills
E-Learning, Instructional Design, Customer Service, Leadership Development, Learning Management..., Employee Training, Management, Training Delivery

Education
The University of Kansas
B.A., Communications Studies

Patrick McGorisk Patrick McGorisk Greater Detroit Area Details
Patrick McGorisk's H&R Block Financial Advisors Experience 1986 - 2005
Job Financial Consultant at Core Wealth Consultants
Industry Financial Services
Experience
Core Wealth Consultants   November 2012 - Present
H&R Block  July 2005 - Present
Ameriprise Financial  July 2005 - November 2012
H&R Block Financial Advisors   1986 - 2005
Olde Discount  1994 - 2004

Skills
Investments, Strategic Planning, Retirement Planning, 401k Rollovers, 401k, Sales Management

Education
Wayne State University   1989 — 1993
MBA, Finance

Michigan State University   1980 — 1984
BA, Finance

David M Clever David M Clever Greater Detroit Area Details
David M Clever's H&R Block Financial Advisors Experience June 2005 - November 2007
Job Financial Advisor, Associate Vice President Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2008 - Present
Ameriprise Advisor Services  November 2007 - November 2008
H&R Block Financial Advisors   June 2005 - November 2007
H&R Block Financial Advisors   January 2000 - June 2005
Olde Discount  1993 - 2000

Skills
Accounting, Financial Reporting, Estate Planning, Series 7, Finance, Asset Allocation, Strategic Financial..., Securities, Fixed Annuities, Investments, Bonds, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Series 63, Sales, Alternative Investments, Uniform Combined State..., IRAs, Series 65, Portfolio Management, Equities, Fixed Income, Retirement, Asset Management, Series 24, FINRA, Financial Advisory

Education
Michigan State University   1980 — 1986
bachelor, Finance

Doug Barnard Doug Barnard Kansas City, Missouri Area Details
Doug Barnard's H&R Block Financial Advisors Experience November 1999 - November 2008
Job Former VP, Divisional Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  January 2006 - March 2009
H&R Block Financial Advisors   November 1999 - November 2008
Olde Financial Services   January 1992 - November 1999

Skills
Leadership, Strategic Financial..., Series 7, Series 63, Asset Allocation, Retirement Planning, Financial Analysis, Mutual Funds, Investment Advisory, Wealth Management, Recruiting, Sales Organization..., Coaching, Training, Management Development, Bonds, Alternative Investments, Securities, Finance, Estate Planning, Retirement, Management, Mergers & Acquisitions, Fixed Annuities, Asset Management, Portfolio Management, Insurance, Long-term Care, Strategic Planning, Risk Management, Fixed Income

Education
Michigan State University
Bachelor of Arts, Financial Administration

Wharton School, University of Pennsylvania - Executive Leadership Development Program

Georg Brown Georg Brown Greater New York City Area Details
Georg Brown's H&R Block Financial Advisors Experience July 2003 - May 2005
Job Accounting
Industry Accounting
Experience
Internal Revenue Service  March 2013 - Present
Chatham County Democatic Committee   2005 - 2011
H&R Block Financial Advisors   July 2003 - May 2005
CIBC World Markets  October 2000 - July 2003
VTR Capital   1998 - 1999
J.P. Morgan   October 1996 - April 1998
USAF  1991 - 1996

Skills
Microsoft Office, Management, SPSS, Public Relations, Microsoft Word, PowerPoint, Financial Analysis, Customer Service, Accounting, Advertising, Microsoft Excel

Education
Savannah State University   2007 — 2011

Dewitt Clinton   1983 — 1987

UNLV
Management Information Systems, General

University of Maryland College Park

Amadis Goodman Amadis Goodman Miami/Fort Lauderdale Area Details
Amadis Goodman's H&R Block Financial Advisors Experience January 2005 - April 2005
Job B.A. with background and expertise in Accounting.
Industry Management Consulting
Experience
Olympia Theater at Gusman Center   March 2012 - Present
Four Gates Company   May 2005 - December 2009
H&R Block Financial Advisors   January 2005 - April 2005
SERVIBANCA   March 1997 - August 2000
Aviatur   July 1996 - February 1997
National Reforestation Company   June 1994 - June 1996
Banco Santander  February 1992 - May 1994

Skills
Accounts Payable, Account Reconciliation, Accounting, Accounts Receivable, QuickBooks, Payroll, Tax, Financial Statements, Invoicing, Tax Preparation, Journal Entries, Banking

Education
Intuit   2009 — 2009
Certified, Quick Books Pro Advisor

Lynn University   2008 — 2009
Bachelor, Business Administration

Pontificia Universidad Javeriana   1994 — 2000
Bachelor, Accounting

Polythenic Santafe de Bogota   1991 — 1994
Associate, Science in Financial and Banking Administration

Mark Cooperrider, CFP® Mark Cooperrider, CFP® Beachwood, Ohio Details
Mark Cooperrider, CFP®'s H&R Block Financial Advisors Experience 2000 - 2008
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Cooperrider & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.   December 2008 - Present
Cooperrider & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.   2008 - Present
H&R Block Financial Advisors   2000 - 2008
Olde Discount  1986 - 2000

Education
Miami University   1978 — 1982
Accounting, Finance

Norwalk High School

Brian Tingley Brian Tingley Greater Detroit Area Details
Brian Tingley's H&R Block Financial Advisors Experience 2007 - November 2008
Job Manager Process and Tool Training at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2013 - Present
Ameriprise Financial  October 2009 - April 2013
Ameriprise Advisor Services, Inc.   July 2009 - October 2009
H&R Block Financial Advisors   2007 - November 2008
H&R Block Financial Advisors   2005 - 2007
H&R Block Financial Advisors   2002 - 2005
OLDE Discount Stockbrokers  1997 - 2000

Education
Michigan State University   1995 — 1997
B.A., Accounting

Michigan Technological University   1992 — 1994

Gary Anglin Gary Anglin Houston, Texas Area Details
Gary Anglin's H&R Block Financial Advisors Experience 2005 - 2008
Job Federal Government Marketing at Prime Controls
Industry Industrial Automation
Experience
Prime Controls  February 2009 - Present
Chase Investment Services  June 2008 - December 2008
H&R Block Financial Advisors   2005 - 2008
Edward Jones  January 1998 - May 2005
Hamilton-Hico Title and Abstract Company   April 1995 - December 1997
Hercules  May 1981 - March 1995

Skills
Strategic Financial..., Project Management, Technical Analysis

Education
Rice University   1977 — 1981
BSME

Jed Perry Jed Perry Greater Boston Area Details
Jed Perry's H&R Block Financial Advisors Experience January 2006 - April 2006
Job Transportation Security Officer at U.S. Department of Homeland Security
Industry Hospital & Health Care
Experience
U.S. Department of Homeland Security   June 2010 - Present
Veterans Affairs Hospital  October 2014 - April 2015
Veterans Affairs Med Ctr  September 2014 - December 2014
U.S. Census Bureau   May 2010 - May 2010
Lycee Jules Ferry   October 2008 - April 2009
Peace Corps  June 2006 - June 2008
H&R Block Financial Advisors   January 2006 - April 2006
Office of Massachusetts State Representative Richard J. Ross   June 2005 - August 2005
Stony Brook University Medical Center  October 2003 - May 2005

Skills
Research, Teaching, Program Evaluation, Community Outreach, Community Development, International..., Program Development, French, Policy Analysis, International Relations, Public Speaking, Leadership, Data Analysis, Program Management, Policy

Education
Boston University School of Public Health   2012 — 2015
Master’s Degree, Policy and Management, GPA 3.30

Cannes Universite   2008 — 2009
Dipoloma B1, French

American Red Cross   2005 — 2006

Stony Brook University   2001 — 2005
Bachelor of Science, Biology, Philosophy

Steve Czechowski Steve Czechowski Greater Detroit Area Details
Steve Czechowski's H&R Block Financial Advisors Experience November 2007 - November 2009
Job Operations Management Specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James and Associates  January 2013 - Present
Raymond James & Associates  July 2010 - January 2013
H&R Block Financial Advisors   November 2007 - November 2009

Skills
Microsoft Excel, Microsoft Word, General Ledger, Securities, Mutual Funds, Investments, Bonds, Strategic Financial..., Bloomberg, Equities, Financial Analysis, Asset Allocation, Credit, Access, Accounting, Investment Valuation, Communication, Auditing, Securities Lending, Margin, Economics, Statistics, Tutoring, Procedural Manuals, Journal Entries, Tax Reporting, IRAs, Brokerage, Cash Management

Education
Wayne State University   2006 — 2007
M.A, Economics

Wayne State University   2004 — 2006
B.A, Economics

Macomb Community College   2002 — 2004
General Studies

Alexander Arellano Alexander Arellano Austin, Texas Area Details
Alexander Arellano's H&R Block Financial Advisors Experience 1996 - 2001
Job Investment Analyst
Industry Investment Management
Experience
Texas PSF   2013 - Present
BancVue  August 2011 - November 2012
First Southwest Asset Management   2005 - 2011
Austin Energy  2005 - 2005
Legg Mason  April 2001 - September 2002
H&R Block Financial Advisors   1996 - 2001

Skills
Fixed Income, Investment Management, Bloomberg, Securities, Financial Markets, Structured Products, Portfolio Management, Strategic Financial..., Derivatives, Valuation, Financial Modeling, Capital Markets, Financial Analysis, Emerging Markets, Corporate Finance

Education
St. Edward's University   2003 — 2005
MBA, Accounting & Corporate Finance

The University of Texas at Austin - Red McCombs School of Business   1992 — 1996
BBA, Finance

ACS

Calvin Mitchell Calvin Mitchell Tulsa, Oklahoma Area Details
Calvin Mitchell's H&R Block Financial Advisors Experience November 2007 - April 2008
Job Tax Specialist at H&R Block Financial Advisors
Industry Nonprofit Organization Management
Experience
Tulsa Habitat For Humanity  April 2007 - Present
H&R Block Financial Advisors   November 2007 - April 2008
Black & Veatch  November 2007 - March 2008

Education
Pittsburg State University   1999 — 2006
MBA, Accounting, Marketing, Finance, Management

Tyler Boschert Tyler Boschert Denver, Colorado Details
Tyler Boschert's H&R Block Financial Advisors Experience June 2007 - September 2007
Job Associate at Sheridan Ross P.C.
Industry Law Practice
Experience
Sheridan Ross P.C.   August 2014 - Present
University of Colorado Boulder  September 2012 - May 2014
Sheridan Ross P.C.   May 2013 - August 2013
University of Colorado Technology Transfer Office  May 2012 - September 2012
The Colorado Springs School  March 2006 - September 2010
CJ Kard   June 2010 - July 2010
H&R Block Financial Advisors   June 2007 - September 2007

Skills
Microsoft Excel, Research, Public Speaking, Editing, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Windows, Customer Service, Stata, Matlab, Legal Research, Legal Writing, Intellectual Property, Patents

Education
University of Colorado School of Law   2011 — 2014
Doctor of Law (J.D.), Law

Northwestern University   2007 — 2011
B.S., chemical engineering, economics

Sarah (Mockry) LaRue, PHR Sarah (Mockry) LaRue, PHR Kansas City, Missouri Area Details
Sarah (Mockry) LaRue, PHR's H&R Block Financial Advisors Experience 2005 - 2007
Job Talent Acquisition Contract Recruiter at UMB Bank
Industry Human Resources
Experience
UMB Bank  2014 - Present
Adknowledge  2013 - 2014
Adknowledge  2012 - 2013
Adknowledge  2009 - 2012
Ameriprise Financial Services, Inc.   2007 - 2009
H&R Block Financial Advisors   2005 - 2007

Skills
College Recruiting, Talent Acquisition, Recruiting, Internet Recruiting, Talent Management, Sourcing, Human Resources, Onboarding, Technical Recruiting, Employee Relations, Benefits Negotiation, Employee Benefits, HRIS, Hiring, Strategy, Start-ups, CRM, Online Advertising, HR Project Management, Training, Business Development, Personnel Management, Marketing, Analytics, Applicant Tracking...

Education
Kansas State University
Bachelors of Science, Human Resource Management; General Managment/Entrepreneurship

Georgia T Henderson Georgia T Henderson Dallas/Fort Worth Area Details
Georgia T Henderson's H&R Block Financial Advisors Experience January 2003 - May 2008
Job Charge off Agent at Citibank Texas, N.A.
Industry Banking
Experience
Citibank Texas, N.A.   October 2008 - 2015
H&R Block Financial Advisors   January 2003 - May 2008
Michigan Department of Treasury  October 1976 - October 2002

Skills
Banking, Risk Management, Credit, Management, Loans, Financial Analysis, Communication

Education
Marygrove College   1973 — 1976
Bachelor's degree, Accounting and Business/Management

Angela Cavazos Angela Cavazos Greater St. Louis Area Details
Angela Cavazos's H&R Block Financial Advisors Experience 2006 - 2006
Job Looking for work in Marketing, Public Relations, or Advertising
Industry Marketing and Advertising
Experience
Steve's Shoes & Overland Trading Company   September 2001 - February 2006
H&R Block Financial Advisors   2006 - 2006

Education
Lindenwood University   2008 — 2010
BA, Business Administration

Ray St.Ledger Ray St.Ledger Kansas City, Missouri Area Details
Ray St.Ledger's H&R Block Financial Advisors Experience March 2006 - November 2007
Job Service Specialist at AIG
Industry Banking
Experience
Servicelink FNF  November 2011 - Present
servicelink fnf  November 2011 - August 2013
Kansas city renaissance festival  2004 - 2013
Vangent, Inc.   December 2007 - November 2011
H&R Block financial advisors   March 2006 - November 2007

Skills
Call Centers, Software Documentation, Access, Process Improvement, Visio, Vendor Management, Training, Quality Assurance, SharePoint, Customer Satisfaction, Insurance

Education
Missouri Southern State University   1992 — 1998
BSE, Education

Linda Artman Linda Artman Kansas City, Missouri Area Details
Linda Artman's H&R Block Financial Advisors Experience August 2006 - February 2008
Job People Center Specialist at H&R Block
Industry Retail
Experience
H&R Block  January 2011 - Present
H&R Block Financial Advisors   August 2006 - February 2008
H&R Block  August 2006 - February 2008

Skills
Microsoft Excel, Microsoft Office, Retail, Microsoft Word, PowerPoint, Data Entry, Outlook, Accounting, Accounts Payable, Accounts Receivable, Customer Satisfaction, Bookkeeping

Education
Southwest Missouri State University
Conservaton Education

University of Missouri-Columbia

Nicole Burke Nicole Burke Greater Los Angeles Area Details
Nicole Burke's H&R Block Financial Advisors Experience June 2007 - August 2007
Job Graduated from Sonoma State University
Industry International Affairs
Experience
Ministerio de Educación  October 2014 - Present
Study Hut Tutoring  January 2013 - Present
Samuelsen, Gonzalez, Valenzuela & Brown   December 2008 - January 2012
H&R Block Financial Advisors   June 2007 - August 2007
Smith Barney  June 2006 - August 2006
Smith Barney  June 2005 - August 2005

Skills
Social Media, Event Planning, Microsoft Office, Microsoft Excel, PowerPoint, Organization, Managerial Skills, Social Networking, Outlook, Blogging, Fundraising, Public Relations, Spanish, Microsoft Word, Community Outreach

Education
Sonoma State University   2008 — 2012
Bachelor's degree, Spanish Language and Literature

Ryan Hollander Ryan Hollander Tampa/St. Petersburg, Florida Area Details
Ryan Hollander's H&R Block Financial Advisors Experience 1999 - 2001
Job Assistant General Counsel, HR Director at Engage PEO
Industry Law Practice
Experience
Engage PEO  2011 - Present
Jackson Lewis LLP  2007 - 2011
Cole, Scott & Kissane, P.A.   2006 - 2007
NASD Dispute Resolution, Inc.   January 2006 - May 2006
H&R Block Financial Advisors   1999 - 2001

Education
St. Thomas University School of Law   2003 — 2006
J.D.

University of North Carolina at Chapel Hill   1994 — 1998
BA, Journalism

Nava Renaud Nava Renaud Greater Detroit Area Details
Nava Renaud's H&R Block Financial Advisors Experience November 1999 - November 2008
Job SCCM Administrator to the City of Detroit at Data Consulting Group
Industry Information Technology and Services
Experience
Data Consulting Group  May 2015 - Present
Masco Corporation Through TekSystems   October 2014 - May 2015
CDI Contracted to IBM   November 2012 - October 2014
TEKsystems Contracted to HP   January 2012 - November 2012
Veritas Solutions, Contracted to IBM On Site at ALLY   May 2010 - January 2012
Ameriprise Financial Services, Inc.   November 2008 - November 2009
H&R Block Financial Advisors   November 1999 - November 2008
The Talent Shop   1997 - 1998

Skills
SCCM, Windows 7, Servers, Active Directory, Windows Server, Operating Systems, Infrastructure, System Deployment, VMware, SharePoint, Data Center, IIS, Group Policy, Disaster Recovery, Microsoft SQL Server, 2008 R2, Troubleshooting, System Administration, Security, Windows XP, DHCP, Visio, Microsoft Exchange, XP, Microsoft Office, Network Administration, Integration, DNS, MDT, WAIK, VBScript, Powershell, Technical Support, IT Operations, Software Installation

Education
Western Governors University   2009 — 2012
Bachelor of Science, IT - Networks Design and Management

Schoolcraft College
A.A.S., Computer Information Systems

Tiffany L. Porties Tiffany L. Porties Greater Detroit Area Details
Tiffany L. Porties's H&R Block Financial Advisors Experience July 1998 - April 2001
Job Assistant Director, University of MichiganCollege of Engineering
Industry Higher Education
Experience
University of Michigan, College of Engineering  August 2013 - Present
University of Michigan Medical School  December 2001 - July 2013
University of Michigan Health System  April 2001 - December 2001
H&R Block Financial Advisors   July 1998 - April 2001

Skills
Higher Education, Public Speaking, Analysis, Student Recruiting

Education
Michigan State University   1994 — 1998
Bachelors, James Madison College-Social Relations

Jeffrey Loiselle Jeffrey Loiselle Brookfield, Wisconsin Details
Jeffrey Loiselle's H&R Block Financial Advisors Experience October 1998 - 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   October 1998 - October 2008

Education
Marquette University   1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General

Susan E. Trass Susan E. Trass Greater New York City Area Details
Susan E. Trass's H&R Block Financial Advisors Experience August 2002 - October 2009
Job Registered Investment Associate
Industry Financial Services
Experience
Fountainhead Capital Management - RIA   December 2013 - Present
Paragon Financial Group  April 2012 - December 2013
Ameriprise Financial Services, Inc.   2009 - 2011
H&R Block Financial Advisors   August 2002 - October 2009
A. G. Edwards & Sons   February 2000 - August 2002

Skills
CRM, Training, Series 7, Series 63, Series 65, Long-term Care, Life, Accident &..., Variable Life & Annuity...

Education
Shepherd University   1987 — 1992
Bachelor of Science (B.S.), Hotel, Motel, and Restaurant Management

Patrick Beale Patrick Beale Greater Atlanta Area Details
Patrick Beale's H&R Block Financial Advisors Experience January 2000 - August 2001
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones  2002 - 2012
H&R Block Financial Advisors   January 2000 - August 2001

Skills
Insurance, Finance, Project Management, Communication, Conflict Resolution, Customer Satisfaction, International Relations, Organizational..., Team Leadership, Microsoft Office, Data Management, Process Implementation, Financial Process..., contract auditing, Account Management, Customer Service, Internal Audit, Territory Sales..., Financial Reporting

Education
Southern Illinois University, Edwardsville   1997 — 1999
Bachelor of Science (B.S.), Business Administration Specialization in Finance

Shelia Ruffin Shelia Ruffin New Orleans, Louisiana Details
Shelia Ruffin's H&R Block Financial Advisors Experience January 1999 - Present
Job Tax Professional III at H&R Block Financial Advisors
Industry Financial Services
Experience
H&R Block Financial Advisors   January 1999 - Present

Education
Southern University at New Orleans   1973 — 1974

Ruthlege College
Associate's degree, Word Processing

Michael A Vaughn Michael A Vaughn Fenton, Michigan Details
Michael A Vaughn's H&R Block Financial Advisors Experience May 2001 - September 2005
Job Financial Advisor / Vice PresidentInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  December 2011 - Present
JPMorgan Chase & Co.   September 2005 - December 2011
H&R Block Financial Advisors   May 2001 - September 2005
PaineWebber  2000 - 2001

Skills
Tactical Asset..., Wealth Management, Retirement Planning, Property Management, Investments, Finance, Portfolio Management, Mutual Funds, Financial Services, Insurance, Financial Analysis, Financial Planning, Risk Management

Education
Saginaw Valley State University   1996 — 2000
Bachelor’s Degree, Finance, General

Powers Catholic High School   1991 — 1995
High School

Sebastian Royer Sebastian Royer Lenexa, Kansas Details
Sebastian Royer's H&R Block Financial Advisors Experience 2006 - Present
Job Financial Advisor at H&R Block Financial Advisors
Industry Financial Services
Experience
H&R Block Financial Advisors   2006 - Present
J.P. Morgan   2003 - 2006

Skills
Series 6, Series 63, Series 7, Series 65

Education
Kansas State University
Bachelor of Science (B.S.), Business Administration

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