H&R Block Financial Advisors
Industry: Company
DescriptionHeadquarters: Detroit, Michigan, United States Founded: 1971 Parent organization: Ameriprise Financial Subsidiary: Ameriprise Insurance Agency of Massachusetts Inc
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H&R Block Financial Advisors Employees
Employee
Years
Job
Industry
Natalie Carr Natalie Carr's H&R Block Financial Advisors Experience January 2002 - January 2003
Job Business Operations and Compliance Consultant
Industry Financial Services
Experience
NZ JARRELL & ASSOCIALTES January 2010 - Present
Ameriprise Financial Services, Inc. January 2007 - January 2010
XCU Capital Corporation January 2005 - January 2006
Citicorp Investment Services January 2003 - January 2005
H&R Block Financial Advisors January 2002 - January 2003
NZ JARRELL & ASSOCIATES January 2001 - January 2002
Scudder Weisel Capital January 2000 - January 2001
TD Waterhouse Inc./Jack White & CO.. January 1992 - January 2000
Jack White & Company/ TD Water4house 1992 - 2000
Skills
Series 7, Series 63, Retirement Planning, Financial Advisory, Fixed Annuities, Life Insurance, Financial Services, Investments, Securities, Mutual Funds, Wealth Management, Strategic Financial..., Asset Allocation, Asset Management, Series 24, Series 65, Series 9, Series 10, California Insurance..., Excellent in research..., Professional trainer..., Business Risk Analyst, FINRA
Education
University of Phoenix
Business Administration and Management, General
NZ JARRELL & ASSOCIALTES January 2010 - Present
Ameriprise Financial Services, Inc. January 2007 - January 2010
XCU Capital Corporation January 2005 - January 2006
Citicorp Investment Services January 2003 - January 2005
H&R Block Financial Advisors January 2002 - January 2003
NZ JARRELL & ASSOCIATES January 2001 - January 2002
Scudder Weisel Capital January 2000 - January 2001
TD Waterhouse Inc./Jack White & CO.. January 1992 - January 2000
Jack White & Company/ TD Water4house 1992 - 2000
Skills
Series 7, Series 63, Retirement Planning, Financial Advisory, Fixed Annuities, Life Insurance, Financial Services, Investments, Securities, Mutual Funds, Wealth Management, Strategic Financial..., Asset Allocation, Asset Management, Series 24, Series 65, Series 9, Series 10, California Insurance..., Excellent in research..., Professional trainer..., Business Risk Analyst, FINRA
Education
University of Phoenix
Business Administration and Management, General
Carol Monaco Carol Monaco's H&R Block Financial Advisors Experience March 2004 - April 2008
Job Vice President Summit Art, Inc.
Industry Fine Art
Experience
Summit Art, Inc. September 2014 - Present
Saint Luke's East Gallery August 2014 - Present
Designs Extraordinaire Studio January 1980 - Present
Global Catalyst Partners June 2009 - December 2012
H&R Block Financial Advisors March 2004 - April 2008
Merrill Lynch June 1992 - November 2001
Database Management Technology March 1990 - June 1992
Tandem Computers 1982 - 1986
Skills
Networking, Executive Support, Series 7, Insurance, Investments, Administrative..., Project Management, Outlook, Mutual Funds, Spreadsheets, Microsoft CRM, Team Leadership, Visio, Social Media, File Management
Education
University of Missouri-Kansas City
N/A, Psychology - Accounting
Summit Art, Inc. September 2014 - Present
Saint Luke's East Gallery August 2014 - Present
Designs Extraordinaire Studio January 1980 - Present
Global Catalyst Partners June 2009 - December 2012
H&R Block Financial Advisors March 2004 - April 2008
Merrill Lynch June 1992 - November 2001
Database Management Technology March 1990 - June 1992
Tandem Computers 1982 - 1986
Skills
Networking, Executive Support, Series 7, Insurance, Investments, Administrative..., Project Management, Outlook, Mutual Funds, Spreadsheets, Microsoft CRM, Team Leadership, Visio, Social Media, File Management
Education
University of Missouri-Kansas City
N/A, Psychology - Accounting
Catherine Farley's H&R Block Financial Advisors Experience December 1992 - September 2003
Job EVP Chief Operating Officer/Chief Financial Officer at OBS Financial Services, Inc.
Industry Financial Services
Experience
OBS Financial Services, Inc. January 2013 - Present
OBS Brokerage Services, Inc. January 2013 - June 2014
Telemus Capital Partners April 2006 - September 2012
Resources Global Professionals October 2004 - March 2006
Frank's Nursery May 2004 - August 2004
H&R Block Financial Advisors December 1992 - September 2003
Skills
Finance, Financial Analysis, Financial Modeling, Investments, Due Diligence, Mergers & Acquisitions, Risk Management, Internal Controls, Series 7, Equities, Accounting, Strategic Financial..., Business Process..., Process Improvement, Budgets, Executive Management, Strategy, Mergers, Strategic Planning, Financial Reporting, FINRA, Start-ups, Business Strategy, Asset Management, Operations Management, Series 65, Hedge Funds, Cash Management, Recruiting, Human Resources, Broker-Dealer Operations, Wealth Management, Cash Flow, Registered Investment..., Turn Around Management, General Securities..., Start-up Environment, Microsoft Dynamics, Financial Planning, 24 Licenses, Series 27, FINOP, Series 53, Broker-Dealer Compliance, Regulatory Examinations, General Securities..., Asset Managment, Series 55, Compliance RIA, Salesforce.com
Education
Securities Industry Institute (SII) - Wharton/SIFMA 2011 — 2014
Three Year Leadership Program in the Financial Securities Industry, Executive Education - Leadership
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
Bachelor's Degree, Accounting
OBS Financial Services, Inc. January 2013 - Present
OBS Brokerage Services, Inc. January 2013 - June 2014
Telemus Capital Partners April 2006 - September 2012
Resources Global Professionals October 2004 - March 2006
Frank's Nursery May 2004 - August 2004
H&R Block Financial Advisors December 1992 - September 2003
Skills
Finance, Financial Analysis, Financial Modeling, Investments, Due Diligence, Mergers & Acquisitions, Risk Management, Internal Controls, Series 7, Equities, Accounting, Strategic Financial..., Business Process..., Process Improvement, Budgets, Executive Management, Strategy, Mergers, Strategic Planning, Financial Reporting, FINRA, Start-ups, Business Strategy, Asset Management, Operations Management, Series 65, Hedge Funds, Cash Management, Recruiting, Human Resources, Broker-Dealer Operations, Wealth Management, Cash Flow, Registered Investment..., Turn Around Management, General Securities..., Start-up Environment, Microsoft Dynamics, Financial Planning, 24 Licenses, Series 27, FINOP, Series 53, Broker-Dealer Compliance, Regulatory Examinations, General Securities..., Asset Managment, Series 55, Compliance RIA, Salesforce.com
Education
Securities Industry Institute (SII) - Wharton/SIFMA 2011 — 2014
Three Year Leadership Program in the Financial Securities Industry, Executive Education - Leadership
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
Bachelor's Degree, Accounting
Mark Sparks Mark Sparks's H&R Block Financial Advisors Experience July 2001 - May 2005
Job Director, Project Management Office at Optiv (formerly FishNet Security)
Industry Computer & Network Security
Experience
Optiv Inc (formerly FishNet Security) April 2014 - Present
Federal Reserve System February 2009 - April 2014
Tshibanda & Associates May 2005 - February 2009
H&R Block Financial Advisors July 2001 - May 2005
PRIMEDIA 1998 - 2001
DST Systems 1996 - 1998
Deloitte Consulting 1992 - 1996
Army National Guard 1984 - 1995
Skills
Vendor Management, Program Management, Process Improvement, Business Analysis, Risk Management, Business Process..., Change Management, PMP
Education
University of Central Missouri
BSBA, Computer Information Systems
University of Missouri-Kansas City
MBA, Finance
Optiv Inc (formerly FishNet Security) April 2014 - Present
Federal Reserve System February 2009 - April 2014
Tshibanda & Associates May 2005 - February 2009
H&R Block Financial Advisors July 2001 - May 2005
PRIMEDIA 1998 - 2001
DST Systems 1996 - 1998
Deloitte Consulting 1992 - 1996
Army National Guard 1984 - 1995
Skills
Vendor Management, Program Management, Process Improvement, Business Analysis, Risk Management, Business Process..., Change Management, PMP
Education
University of Central Missouri
BSBA, Computer Information Systems
University of Missouri-Kansas City
MBA, Finance
Karina Lopez Rengifo, MBA Karina Lopez Rengifo, MBA's H&R Block Financial Advisors Experience January 2005 - May 2005
Job Marketing Director at ONE Sotheby's International Realty
Industry Marketing and Advertising
Experience
ONE Sotheby's International Realty January 2014 - Present
Northrop & Johnson - The authority on yachting since 1949 March 2012 - December 2013
Bayview Asset Management September 2010 - March 2012
VT Partners August 2009 - September 2010
Viceroy Hotel Group March 2009 - August 2009
The Related Group February 2008 - March 2009
The Related Group July 2007 - February 2008
The Related Group May 2005 - August 2005
H&R Block Financial Advisors January 2005 - May 2005
Skills
Market Research, Competitive Analysis, Press Releases, Creative Direction, Public Relations, Marketing Strategy, Event Planning, Customer Service, Social Media, Strategic Planning, Public Speaking, Event Management, Budgets, Marketing, Trade Shows, Management, Strategy, Sales, Market Planning, Social Media Marketing, Newsletters, CRM, Online Marketing, Marketing Communications, Digital Marketing, Retention Marketing, Marketing Materials, Acquisition Marketing, Market Analysis, Email Marketing, Customer Relations, Budgeting, Spanish, Brochures, Photoshop, Conferences, Adobe Acrobat, French, PowerPoint, Microsoft Office, Excel, Outlook, Word
Education
University of Miami - School of Business 2010 — 2011
Master of Business Administration, International Business and Marketing
George Washington University 2003 — 2007
Bachelor Degree, International Affairs; International Affairs; International Economics
Carrollton School
ONE Sotheby's International Realty January 2014 - Present
Northrop & Johnson - The authority on yachting since 1949 March 2012 - December 2013
Bayview Asset Management September 2010 - March 2012
VT Partners August 2009 - September 2010
Viceroy Hotel Group March 2009 - August 2009
The Related Group February 2008 - March 2009
The Related Group July 2007 - February 2008
The Related Group May 2005 - August 2005
H&R Block Financial Advisors January 2005 - May 2005
Skills
Market Research, Competitive Analysis, Press Releases, Creative Direction, Public Relations, Marketing Strategy, Event Planning, Customer Service, Social Media, Strategic Planning, Public Speaking, Event Management, Budgets, Marketing, Trade Shows, Management, Strategy, Sales, Market Planning, Social Media Marketing, Newsletters, CRM, Online Marketing, Marketing Communications, Digital Marketing, Retention Marketing, Marketing Materials, Acquisition Marketing, Market Analysis, Email Marketing, Customer Relations, Budgeting, Spanish, Brochures, Photoshop, Conferences, Adobe Acrobat, French, PowerPoint, Microsoft Office, Excel, Outlook, Word
Education
University of Miami - School of Business 2010 — 2011
Master of Business Administration, International Business and Marketing
George Washington University 2003 — 2007
Bachelor Degree, International Affairs; International Affairs; International Economics
Carrollton School
Art Aybar Art Aybar's H&R Block Financial Advisors Experience April 1995 - June 2000
Job Senior Recruiter at Cetera Advisors
Industry Financial Services
Experience
Cetera Advisors January 2013 - Present
BD Navigation LLC October 2011 - Present
Sterne Agee August 2010 - September 2011
Cambridge Investment Research April 2006 - August 2010
Mutual Service Corp. April 2004 - April 2006
Legend Equities Corp. February 2002 - March 2004
Electronic Trading Group July 2000 - February 2002
H&R Block Financial Advisors April 1995 - June 2000
MCI Corporation July 1992 - August 1994
Skills
Recruitment/Retention, Strategic Consulting, Due Diligence, Recruiting, Finance, Financial Services, Business Development, Series 7, Fixed Income, Financial Advisory, Securities, New Business Development, Investments, Strategic Financial..., Equities, Series 63, Financial Planning, Mutual Funds, Retirement Planning, Wealth Management
Education
Towson University 1987 — 1991
Business Administration/Marketing
Calvert Hall High School 1983 — 1987
Cetera Advisors January 2013 - Present
BD Navigation LLC October 2011 - Present
Sterne Agee August 2010 - September 2011
Cambridge Investment Research April 2006 - August 2010
Mutual Service Corp. April 2004 - April 2006
Legend Equities Corp. February 2002 - March 2004
Electronic Trading Group July 2000 - February 2002
H&R Block Financial Advisors April 1995 - June 2000
MCI Corporation July 1992 - August 1994
Skills
Recruitment/Retention, Strategic Consulting, Due Diligence, Recruiting, Finance, Financial Services, Business Development, Series 7, Fixed Income, Financial Advisory, Securities, New Business Development, Investments, Strategic Financial..., Equities, Series 63, Financial Planning, Mutual Funds, Retirement Planning, Wealth Management
Education
Towson University 1987 — 1991
Business Administration/Marketing
Calvert Hall High School 1983 — 1987
Brad Rucker Brad Rucker's H&R Block Financial Advisors Experience March 2008 - January 2009
Job Business and Personal Financial Strategist
Industry Financial Services
Experience
Cleary University June 2011 - April 2013
JPMorgan Chase January 2009 - June 2011
H&R Block Financial Advisors March 2008 - January 2009
Skills
Customer Service, Word, Problem Solving, Microsoft Word, Public Speaking, Financial Analysis, Coaching, Microsoft Excel, Strategic Planning, Leadership, Team Building, Process Improvement, Microsoft Office
Education
Cleary University 2011 — 2013
MBA, Financial Planning
Trevecca Nazarene University 1995 — 2000
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Cleary University June 2011 - April 2013
JPMorgan Chase January 2009 - June 2011
H&R Block Financial Advisors March 2008 - January 2009
Skills
Customer Service, Word, Problem Solving, Microsoft Word, Public Speaking, Financial Analysis, Coaching, Microsoft Excel, Strategic Planning, Leadership, Team Building, Process Improvement, Microsoft Office
Education
Cleary University 2011 — 2013
MBA, Financial Planning
Trevecca Nazarene University 1995 — 2000
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Tim Jansen, CFP ®, QKA, QPFC's H&R Block Financial Advisors Experience February 2002 - November 2005
Job Helping financial advisors place retirement plan business.
Industry Financial Services
Experience
Waddell & Reed October 2014 - Present
Bukaty Companies June 2014 - October 2014
Waddell & Reed November 2005 - June 2014
H&R Block Financial Advisors February 2002 - November 2005
Searcy Financial Services, Inc. January 2001 - February 2002
Skills
401k, Pensions, Retirement Plans, Retirement Planning, Retirement, IRA's, Mutual Funds, Financial Planning, Series 7, Series 24, Series 63, Public Speaking, Toastmasters, CFP, QKA, QPFC
Education
The University of Kansas 1998 — 2000
Bachelors of Business Administration, Finance & Economics
Waddell & Reed October 2014 - Present
Bukaty Companies June 2014 - October 2014
Waddell & Reed November 2005 - June 2014
H&R Block Financial Advisors February 2002 - November 2005
Searcy Financial Services, Inc. January 2001 - February 2002
Skills
401k, Pensions, Retirement Plans, Retirement Planning, Retirement, IRA's, Mutual Funds, Financial Planning, Series 7, Series 24, Series 63, Public Speaking, Toastmasters, CFP, QKA, QPFC
Education
The University of Kansas 1998 — 2000
Bachelors of Business Administration, Finance & Economics
Gary Wyniemko Gary Wyniemko's H&R Block Financial Advisors Experience February 2001 - July 2004
Job Consultant at NEPC
Industry Investment Management
Experience
NEPC January 2013 - Present
NEPC June 2011 - December 2012
Henry Ford Health System September 2006 - June 2011
Dura Automotive Systems, Inc June 2005 - September 2006
H&R Block Financial Advisors February 2001 - July 2004
Skills
Portfolio Management, Securities, Asset Allocation, Investments, Due Diligence, Microsoft Excel, Mutual Funds, Accounting, Valuation, Alternative Investments, Financial Reporting, Banking, Cash Management
Education
University of Michigan-Dearborn 2006 — 2008
MBA, Finance
University of Michigan-Dearborn 1996 — 2000
BBA, Finance
NEPC January 2013 - Present
NEPC June 2011 - December 2012
Henry Ford Health System September 2006 - June 2011
Dura Automotive Systems, Inc June 2005 - September 2006
H&R Block Financial Advisors February 2001 - July 2004
Skills
Portfolio Management, Securities, Asset Allocation, Investments, Due Diligence, Microsoft Excel, Mutual Funds, Accounting, Valuation, Alternative Investments, Financial Reporting, Banking, Cash Management
Education
University of Michigan-Dearborn 2006 — 2008
MBA, Finance
University of Michigan-Dearborn 1996 — 2000
BBA, Finance
J. Chris Waldeck J. Chris Waldeck's H&R Block Financial Advisors Experience 2000 - 2008
Job Financial Advisor/Associate Vice President/Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2008 - Present
H&R Block Financial Advisors 2000 - 2008
Olde Discount Stockbrokers 1992 - 2000
Merrill Lynch 1990 - 1992
Skills
Retirement Planning, Strategic Planning, Leadership, Investments, Finance, Retirement, Estate Planning, Customer Service, Team Building, Management
Education
University of Oklahoma
Journalism
Ameriprise Financial 2008 - Present
H&R Block Financial Advisors 2000 - 2008
Olde Discount Stockbrokers 1992 - 2000
Merrill Lynch 1990 - 1992
Skills
Retirement Planning, Strategic Planning, Leadership, Investments, Finance, Retirement, Estate Planning, Customer Service, Team Building, Management
Education
University of Oklahoma
Journalism
Justin Cain Justin Cain's H&R Block Financial Advisors Experience 2002 - 2006
Job Chief Operations Officer at Abowd & Rose Financial Group
Industry Financial Services
Experience
Abowd & Rose Financial Group July 2013 - Present
Prosser Financial Group October 2012 - June 2013
Abowd & Rose Financial Group September 2009 - October 2012
MusicGiants August 2006 - May 2009
H&R Block Financial Advisors 2002 - 2006
Skills
Strategic Financial..., Investments, Financial Services, Project Management, Securities, Due Diligence, Business Analysis, Process Improvement, Financial Modeling, Financial Analysis, Accounting, Finance
Education
University of Missouri-Columbia, College of Business 2000 — 2001
Master of Business Administration (MBA), Marketing
University of Missouri-Columbia, College of Business 1996 — 2000
Bachelor of Science (B.S.), Finance
Abowd & Rose Financial Group July 2013 - Present
Prosser Financial Group October 2012 - June 2013
Abowd & Rose Financial Group September 2009 - October 2012
MusicGiants August 2006 - May 2009
H&R Block Financial Advisors 2002 - 2006
Skills
Strategic Financial..., Investments, Financial Services, Project Management, Securities, Due Diligence, Business Analysis, Process Improvement, Financial Modeling, Financial Analysis, Accounting, Finance
Education
University of Missouri-Columbia, College of Business 2000 — 2001
Master of Business Administration (MBA), Marketing
University of Missouri-Columbia, College of Business 1996 — 2000
Bachelor of Science (B.S.), Finance
Brian Shulstad's H&R Block Financial Advisors Experience February 2001 - March 2007
Job AVP | Recruiting at LPL Financial, GA, AL, North FL
Industry Financial Services
Experience
LPL Financial March 2007 - Present
H&R Block Financial Advisors February 2001 - March 2007
A.G. Edwards/Olde May 1995 - January 2001
Skills
Recruiting, Management, Series 9, Series 10, Series 7, Mutual Funds, Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Retirement, Securities, 401k, Bonds, Alternative Investments, Investment Strategies, FINRA, Insurance
Education
University of Georgia - Terry College of Business 1990 — 1994
Bachelor of Business Administration (BBA), Finance
LPL Financial March 2007 - Present
H&R Block Financial Advisors February 2001 - March 2007
A.G. Edwards/Olde May 1995 - January 2001
Skills
Recruiting, Management, Series 9, Series 10, Series 7, Mutual Funds, Investment Advisory, Wealth Management, Asset Allocation, Retirement Planning, Retirement, Securities, 401k, Bonds, Alternative Investments, Investment Strategies, FINRA, Insurance
Education
University of Georgia - Terry College of Business 1990 — 1994
Bachelor of Business Administration (BBA), Finance
Jason-Niles Burch Jason-Niles Burch's H&R Block Financial Advisors Experience January 1998 - October 2009
Job Financial Advisor with Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2009 - Present
H&R Block Financial Advisors January 1998 - October 2009
Merrill Lynch January 1997 - December 1997
Skills
Investments, Leadership, Portfolio Management, Insurance, Financial Services, Finance, Financial Advisory, Series 7, Customer Service, Retirement Planning, Mutual Funds, Wealth Management
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1996
B.S., Economics
Franklin International University, Switzerland
BA, Business Administration
Ameriprise Financial October 2009 - Present
H&R Block Financial Advisors January 1998 - October 2009
Merrill Lynch January 1997 - December 1997
Skills
Investments, Leadership, Portfolio Management, Insurance, Financial Services, Finance, Financial Advisory, Series 7, Customer Service, Retirement Planning, Mutual Funds, Wealth Management
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1996
B.S., Economics
Franklin International University, Switzerland
BA, Business Administration
Carol T Jordan Carol T Jordan's H&R Block Financial Advisors Experience 1998 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
Independent 2000 - Present
H&R Block Financial Advisors 1998 - 2000
Deposit Guaranty Corporation 1997 - 1998
E*TRADE Financial 1996 - 1997
Wells Fargo Investments 1994 - 1996
Wells Fargo Investments 1993 - 1994
Wells Fargo 1990 - 1993
Skills
Financial Services, Securities, Retirement Planning, 401k, Regulatory Agencies, Regulatory Guidelines, Compliance Oversight, Training, Estate Planning, Client Presentation, Wealth Management, Superior written &..., Superior Client Service, Strategic Financial...
Education
University of California, Irvine
BA, Social Ecology: Law & Society emphasis
Independent 2000 - Present
H&R Block Financial Advisors 1998 - 2000
Deposit Guaranty Corporation 1997 - 1998
E*TRADE Financial 1996 - 1997
Wells Fargo Investments 1994 - 1996
Wells Fargo Investments 1993 - 1994
Wells Fargo 1990 - 1993
Skills
Financial Services, Securities, Retirement Planning, 401k, Regulatory Agencies, Regulatory Guidelines, Compliance Oversight, Training, Estate Planning, Client Presentation, Wealth Management, Superior written &..., Superior Client Service, Strategic Financial...
Education
University of California, Irvine
BA, Social Ecology: Law & Society emphasis
Joseph Baran III Joseph Baran III's H&R Block Financial Advisors Experience 2002 - 2008
Job Portfolio Account Administrator at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2011 - Present
TD Auto Finance 2011 - 2011
Ameriprise Financial 1997 - 2009
H&R Block Financial Advisors 2002 - 2008
Skills
Series 7, Series 63, Investments, Financial Forecasting, SAP, Leadership, Strategic Financial..., Access, Finance, 401k, Accounting, Trading, Securities, Financial Advisory, Analysis, Internal Audit, Training, Credit, Portfolio Management, Mutual Funds, Bonds, Asset Allocation, FINRA, Options, Equities, Wealth Management, Investment Advisory, Series 24, Alternative Investments, Retirement Planning, Asset Management, Uniform Combined State..., Series 65, Fixed Income, Retirement, Financial Services, Investment Strategies, ETFs
Education
Walsh College 2010 — 2010
Arthur Strunk Fundamentals of Accounting
University of Michigan-Dearborn
BSA, Business Administration
Walsh College
MSF, Corporate Finance
Raymond James Financial Inc. 2011 - Present
TD Auto Finance 2011 - 2011
Ameriprise Financial 1997 - 2009
H&R Block Financial Advisors 2002 - 2008
Skills
Series 7, Series 63, Investments, Financial Forecasting, SAP, Leadership, Strategic Financial..., Access, Finance, 401k, Accounting, Trading, Securities, Financial Advisory, Analysis, Internal Audit, Training, Credit, Portfolio Management, Mutual Funds, Bonds, Asset Allocation, FINRA, Options, Equities, Wealth Management, Investment Advisory, Series 24, Alternative Investments, Retirement Planning, Asset Management, Uniform Combined State..., Series 65, Fixed Income, Retirement, Financial Services, Investment Strategies, ETFs
Education
Walsh College 2010 — 2010
Arthur Strunk Fundamentals of Accounting
University of Michigan-Dearborn
BSA, Business Administration
Walsh College
MSF, Corporate Finance
Alan Brilliant Alan Brilliant's H&R Block Financial Advisors Experience January 1999 - November 2008
Job Managing Partner, Four Financial Management
Industry Financial Services
Experience
Four Financial Management November 2008 - Present
H&R Block Financial Advisors January 1999 - November 2008
Education
University of Florida 1992 — 1996
BA, Business Admin & Sociology
Four Financial Management November 2008 - Present
H&R Block Financial Advisors January 1999 - November 2008
Education
University of Florida 1992 — 1996
BA, Business Admin & Sociology
Jim Liaw's H&R Block Financial Advisors Experience August 2000 - October 2008
Job Financial Advisor at Ameriprise Financial Services Inc.
Industry Financial Services
Experience
Ameriprise Financial Services Inc. November 2008 - Present
H&R Block Financial Advisors August 2000 - October 2008
Trak Auto Corp August 1984 - April 2000
Education
University of Maryland College Park 1985 — 1991
BA, Criminal Justice
Magruder HS 1981 — 1985
Ameriprise Financial Services Inc. November 2008 - Present
H&R Block Financial Advisors August 2000 - October 2008
Trak Auto Corp August 1984 - April 2000
Education
University of Maryland College Park 1985 — 1991
BA, Criminal Justice
Magruder HS 1981 — 1985
Stefanie Stannard, JD's H&R Block Financial Advisors Experience November 2005 - April 2007
Job US Head of Sales Quality RBWM
Industry Financial Services
Experience
Plus One Health Management Inc January 2015 - Present
HSBC Securities September 2013 - Present
NYKAYAK May 2013 - Present
One Life Fitness October 2011 - Present
Sun Cycle Studios October 2013 - April 2014
Financial Industry Regulatory Authority December 2012 - September 2013
J.P. Morgan Securities, LLC April 2007 - April 2012
H&R Block Financial Advisors November 2005 - April 2007
Ameriprise Financial May 1999 - November 2005
Skills
Equity Derivatives, Alternative Dispute..., Legal Writing, Derivatives, Securities, FINRA, Due Diligence, Financial Services, Trading, Fixed Income, Hedge Funds, Equities, AML, Series 7, Options, Securities Regulation, Risk Management, Series 63, Capital Markets, Legal Compliance, Relationship Management, Mediation, Finance, Mutual Funds, Financial Markets, Asset Management, Asset Allocation, Alternative Investments, Investment Management, Wealth Management, Bloomberg, Financial Risk, Investment Advisory, Investments, Portfolio Management, Investment Banking
Education
Series 4,7,9,10,24,63 and 65
University of Detroit Mercy School of Law
Juris Doctorate, Law
Western Michigan University
BBA, Finance
Plus One Health Management Inc January 2015 - Present
HSBC Securities September 2013 - Present
NYKAYAK May 2013 - Present
One Life Fitness October 2011 - Present
Sun Cycle Studios October 2013 - April 2014
Financial Industry Regulatory Authority December 2012 - September 2013
J.P. Morgan Securities, LLC April 2007 - April 2012
H&R Block Financial Advisors November 2005 - April 2007
Ameriprise Financial May 1999 - November 2005
Skills
Equity Derivatives, Alternative Dispute..., Legal Writing, Derivatives, Securities, FINRA, Due Diligence, Financial Services, Trading, Fixed Income, Hedge Funds, Equities, AML, Series 7, Options, Securities Regulation, Risk Management, Series 63, Capital Markets, Legal Compliance, Relationship Management, Mediation, Finance, Mutual Funds, Financial Markets, Asset Management, Asset Allocation, Alternative Investments, Investment Management, Wealth Management, Bloomberg, Financial Risk, Investment Advisory, Investments, Portfolio Management, Investment Banking
Education
Series 4,7,9,10,24,63 and 65
University of Detroit Mercy School of Law
Juris Doctorate, Law
Western Michigan University
BBA, Finance
Brian Hackleman's H&R Block Financial Advisors Experience May 2003 - September 2007
Job Compliance Officer at Boyer & Corporon Wealth Management, LLC
Industry Financial Services
Experience
Boyer & Corporon Wealth Management, LLC December 1999 - Present
H&R Block Financial Advisors May 2003 - September 2007
Education
The University of Kansas 1995 — 1999
Bachelor of Arts
Boyer & Corporon Wealth Management, LLC December 1999 - Present
H&R Block Financial Advisors May 2003 - September 2007
Education
The University of Kansas 1995 — 1999
Bachelor of Arts
Stacey A. Lawrence Stacey A. Lawrence's H&R Block Financial Advisors Experience February 2008 - April 2008
Job Mortgage Consultant at New Penn Financial, LLC
Industry Banking
Experience
New Penn Financial, LLC November 2011 - Present
Philadelphia Federal Credit Union May 2010 - November 2011
Victorian Vanities February 2011 - May 2011
Gap Inc. October 2009 - April 2011
University of Pittsburgh September 2008 - April 2009
H&R Block Financial Advisors February 2008 - April 2008
Skills
Residential Mortgages, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Event Management, Community Outreach, Editing, Volunteer Management, Strategic Planning, Fundraising
Education
University of Pittsburgh 2005 — 2009
Bachelor of Arts, English Writing and Communications
UNSW Australia 2008 — 2008
Study Abroad
JR Masterman
New Penn Financial, LLC November 2011 - Present
Philadelphia Federal Credit Union May 2010 - November 2011
Victorian Vanities February 2011 - May 2011
Gap Inc. October 2009 - April 2011
University of Pittsburgh September 2008 - April 2009
H&R Block Financial Advisors February 2008 - April 2008
Skills
Residential Mortgages, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Event Management, Community Outreach, Editing, Volunteer Management, Strategic Planning, Fundraising
Education
University of Pittsburgh 2005 — 2009
Bachelor of Arts, English Writing and Communications
UNSW Australia 2008 — 2008
Study Abroad
JR Masterman
Gary Kulik, AAMS Gary Kulik, AAMS's H&R Block Financial Advisors Experience 2003 - 2009
Job Financial Advisor Kulik, Rosenbaum & Associates at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2009 - Present
H&R Block Financial Advisors 2003 - 2009
Wachovia Securities 1994 - 2003
Education
University of Missouri-Columbia 1990 — 1994
Bachelor of Science (B.S.)
Ameriprise Financial Services, Inc. 2009 - Present
H&R Block Financial Advisors 2003 - 2009
Wachovia Securities 1994 - 2003
Education
University of Missouri-Columbia 1990 — 1994
Bachelor of Science (B.S.)
Ryan Alt Ryan Alt's H&R Block Financial Advisors Experience February 2001 - February 2004
Job Regional Supervisory Officer AVP at PNC Investments
Industry Financial Services
Experience
PNC February 2015 - Present
Morgan Stanley Wealth Management September 2011 - February 2015
LPL Financial March 2006 - December 2010
LPL Financial February 2004 - March 2006
H&R Block Financial Advisors February 2001 - February 2004
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
Bachelor of Business Administration, Finance
PNC February 2015 - Present
Morgan Stanley Wealth Management September 2011 - February 2015
LPL Financial March 2006 - December 2010
LPL Financial February 2004 - March 2006
H&R Block Financial Advisors February 2001 - February 2004
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
Bachelor of Business Administration, Finance
Kenny Lanza Kenny Lanza's H&R Block Financial Advisors Experience 2001 - 2005
Job Managing Partner at Avitia Lanza & Associates, LLc.
Industry Investment Management
Experience
Avitia Lanza & Associates, LLc. Vice President, InvestmentsChase Investment Services Corporation2008 - 2009
Wells Fargo Investments 2007 - 2008
H&R Block Financial Advisors 2001 - 2005
Education
University of Phoenix 2003 — 2007
Bachelor of Arts, Business Management & Marketing
Avitia Lanza & Associates, LLc. Vice President, InvestmentsChase Investment Services Corporation2008 - 2009
Wells Fargo Investments 2007 - 2008
H&R Block Financial Advisors 2001 - 2005
Education
University of Phoenix 2003 — 2007
Bachelor of Arts, Business Management & Marketing
Preston H. Balmain's H&R Block Financial Advisors Experience February 2014 - August 2014
Job Infrastructure Project Manager at Bass Pro Shops
Industry Information Technology and Services
Experience
Bass Pro Shops August 2014 - Present
H&R Block Financial Advisors February 2014 - August 2014
Forerunner Consulting June 2013 - February 2014
McGladrey October 2012 - May 2013
American Performance Technologies August 2011 - August 2012
SIFE July 2010 - June 2011
Dow Kokam, LLC January 2008 - February 2010
Forerunner Consulting November 2003 - January 2008
Globalnet Carrier Services October 2005 - January 2007
Friends of the Bridegroom June 2002 - November 2003
Skills
Management Consulting, Strategic Planning, Team Building, Program Management, Team Leadership, Project Management, Entrepreneurship, Business Strategy, Leadership, New Business Development, Information Technology, Cloud Computing, Business Analysis, Business Development, Consulting, Process Improvement, VMware, IT Management, Security, Disaster Recovery, IT Strategy, Data Center, Strategy, Management, SaaS, Enterprise Software, Telecommunications
Education
Forerunner School of Ministry 2002 — 2003
Diploma, Biblical Studies
University of North Texas 1986 — 1990
BBA, Production and Operations Management
Bass Pro Shops August 2014 - Present
H&R Block Financial Advisors February 2014 - August 2014
Forerunner Consulting June 2013 - February 2014
McGladrey October 2012 - May 2013
American Performance Technologies August 2011 - August 2012
SIFE July 2010 - June 2011
Dow Kokam, LLC January 2008 - February 2010
Forerunner Consulting November 2003 - January 2008
Globalnet Carrier Services October 2005 - January 2007
Friends of the Bridegroom June 2002 - November 2003
Skills
Management Consulting, Strategic Planning, Team Building, Program Management, Team Leadership, Project Management, Entrepreneurship, Business Strategy, Leadership, New Business Development, Information Technology, Cloud Computing, Business Analysis, Business Development, Consulting, Process Improvement, VMware, IT Management, Security, Disaster Recovery, IT Strategy, Data Center, Strategy, Management, SaaS, Enterprise Software, Telecommunications
Education
Forerunner School of Ministry 2002 — 2003
Diploma, Biblical Studies
University of North Texas 1986 — 1990
BBA, Production and Operations Management
Ben Klamo Ben Klamo's H&R Block Financial Advisors Experience February 2007 - October 2008
Job Wealth Managment
Industry Financial Services
Experience
CIG Corp. 2009 - December 2014
Ameriprise Financial November 2008 - June 2009
H&R Block Financial Advisors February 2007 - October 2008
H&R Block Financial Advisors September 2005 - February 2007
H&R Block Financial Advisors July 2004 - September 2005
Skills
Mutual Funds, Equities, Portfolio Management, Alternative Investments, Asset Allocation, Investments
Education
Wayne State University 2003 — 2005
MBA
University of Michigan 1999 — 2003
BA, Economics
CIG Corp. 2009 - December 2014
Ameriprise Financial November 2008 - June 2009
H&R Block Financial Advisors February 2007 - October 2008
H&R Block Financial Advisors September 2005 - February 2007
H&R Block Financial Advisors July 2004 - September 2005
Skills
Mutual Funds, Equities, Portfolio Management, Alternative Investments, Asset Allocation, Investments
Education
Wayne State University 2003 — 2005
MBA
University of Michigan 1999 — 2003
BA, Economics
Anthony Michewicz Anthony Michewicz's H&R Block Financial Advisors Experience December 1999 - October 2008
Job Disaster Recovery Coordinator at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company June 2010 - Present
Ameriprise Financial November 2008 - April 2010
Ameriprise Advisor Services, Inc. November 2008 - April 2010
H&R Block Financial Advisors December 1999 - October 2008
H&R Block Financial Advisors 1999 - 2008
Olde Discount Corporation 1987 - 1999
olde discount 1987 - 1999
Education
University of Detroit Mercy 1981 — 1986
Stevenson High 1978 — 1981
University of Detroit Mercy 1978 — 1981
BS, Computer Science
Ford Motor Company June 2010 - Present
Ameriprise Financial November 2008 - April 2010
Ameriprise Advisor Services, Inc. November 2008 - April 2010
H&R Block Financial Advisors December 1999 - October 2008
H&R Block Financial Advisors 1999 - 2008
Olde Discount Corporation 1987 - 1999
olde discount 1987 - 1999
Education
University of Detroit Mercy 1981 — 1986
Stevenson High 1978 — 1981
University of Detroit Mercy 1978 — 1981
BS, Computer Science
Cliff Anderson Cliff Anderson's H&R Block Financial Advisors Experience August 2004 - August 2008
Job Branch Manager/Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2008 - Present
H&R Block Financial Advisors August 2004 - August 2008
H&R Block Financial Advisors August 1999 - August 2004
Education
The University of Connecticut 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Ameriprise Financial Services, Inc. August 2008 - Present
H&R Block Financial Advisors August 2004 - August 2008
H&R Block Financial Advisors August 1999 - August 2004
Education
The University of Connecticut 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Termaine Griddine Termaine Griddine's H&R Block Financial Advisors Experience December 2003 - May 2004
Job Jr. Business Analyst at SBM Management Services, LP
Industry Facilities Services
Experience
SBM Management Services, LP November 2014 - Present
H&R Block November 2002 - Present
UPS November 2013 - December 2014
Sprint Nextel June 2004 - October 2014
Great Western Bank May 2004 - July 2004
HR Block Financial Advisors December 2003 - May 2004
Ameristar Casino September 2003 - December 2003
UMKC August 2002 - July 2003
Skills
Accounting, Process Improvement, Analysis, Management, Accounts Payable, Leadership, Account Reconciliation, Invoicing, Financial Analysis, Journal Entries, General Ledger, Financial Statements, Accounts Receivable, Tax, Access, Microsoft Excel, Microsoft Word, Budgets, Spreadsheets, Bookkeeping, Outlook, Forecasting, Data Entry, Tax Preparation, PeopleSoft, Call Centers, Customer Service, Customer Satisfaction
Education
University of Phoenix 2010 — 2015
MBA, Business Administration
University of Missouri-Kansas City 1997 — 2003
Liberal Arts/ Accounting, Accounting and Finance
Center High School
SBM Management Services, LP November 2014 - Present
H&R Block November 2002 - Present
UPS November 2013 - December 2014
Sprint Nextel June 2004 - October 2014
Great Western Bank May 2004 - July 2004
HR Block Financial Advisors December 2003 - May 2004
Ameristar Casino September 2003 - December 2003
UMKC August 2002 - July 2003
Skills
Accounting, Process Improvement, Analysis, Management, Accounts Payable, Leadership, Account Reconciliation, Invoicing, Financial Analysis, Journal Entries, General Ledger, Financial Statements, Accounts Receivable, Tax, Access, Microsoft Excel, Microsoft Word, Budgets, Spreadsheets, Bookkeeping, Outlook, Forecasting, Data Entry, Tax Preparation, PeopleSoft, Call Centers, Customer Service, Customer Satisfaction
Education
University of Phoenix 2010 — 2015
MBA, Business Administration
University of Missouri-Kansas City 1997 — 2003
Liberal Arts/ Accounting, Accounting and Finance
Center High School
Cari Adams-Waneka Cari Adams-Waneka's H&R Block Financial Advisors Experience March 2005 - July 2006
Job Agent at CIG Centennial Insurance Group
Industry Financial Services
Experience
CIG - Centennial Insurance Group April 2015 - Present
Privatized Banking, Life and Annuity Agent January 2004 - Present
Harrington Agency - Allstate Insurance August 2013 - January 2015
Gradient Home Mortgage July 2012 - December 2014
American Family Insurance June 2010 - February 2012
H&R Block Financial Advisors March 2005 - July 2006
King Soopers Pharmacy 1980 - 1995
Skills
Workers Compensation, Commercial Insurance, Life Insurance, Fixed Annuities, Insurance, Term Life Insurance, Whole Life, Finance, Retirement Planning, Retirement, Mortgage Lending, Long-term Care, IRAs, Disability Insurance, Permanent Life Insurance, Long Term Care Insurance, Financial Planners, 401k, Roth IRA, Licensed Life Insurance..., Universal Life, Critical Illness, Wealth, Loans, Strategic Financial..., Investments, Wealth Management, Financial Analysis, Estate Planning, Portfolio Management, Asset Management, Financial Modeling, Risk Management, Banking, Retirement Savings, Financial Advisory, 401k Rollovers, Personal Financial..., Personal Finance, Homeowners, Property & Casualty..., Key Person Insurance, Annuity Sales
Education
University of Colorado at Boulder
Environmental Design, Environmental Design
Longmont High School
CIG - Centennial Insurance Group April 2015 - Present
Privatized Banking, Life and Annuity Agent January 2004 - Present
Harrington Agency - Allstate Insurance August 2013 - January 2015
Gradient Home Mortgage July 2012 - December 2014
American Family Insurance June 2010 - February 2012
H&R Block Financial Advisors March 2005 - July 2006
King Soopers Pharmacy 1980 - 1995
Skills
Workers Compensation, Commercial Insurance, Life Insurance, Fixed Annuities, Insurance, Term Life Insurance, Whole Life, Finance, Retirement Planning, Retirement, Mortgage Lending, Long-term Care, IRAs, Disability Insurance, Permanent Life Insurance, Long Term Care Insurance, Financial Planners, 401k, Roth IRA, Licensed Life Insurance..., Universal Life, Critical Illness, Wealth, Loans, Strategic Financial..., Investments, Wealth Management, Financial Analysis, Estate Planning, Portfolio Management, Asset Management, Financial Modeling, Risk Management, Banking, Retirement Savings, Financial Advisory, 401k Rollovers, Personal Financial..., Personal Finance, Homeowners, Property & Casualty..., Key Person Insurance, Annuity Sales
Education
University of Colorado at Boulder
Environmental Design, Environmental Design
Longmont High School
James Zielinski James Zielinski's H&R Block Financial Advisors Experience 2001 - 2003
Job President | Mortgage Expert | Licensed MLO | Home Purchase Specialist | Realtor Business Partner
Industry Financial Services
Experience
JZ Mortgage Services Inc 2015 - Present
Sentrix Financial Services 2014 - 2015
US Mortgage Corporation 2013 - 2013
Proficio Mortgage Ventures, LLC 2012 - 2013
Green Thumb Petro 2012 - 2012
Lifetime Fitness 2010 - 2011
ZTJ Investments LLC 2007 - 2010
Fremont Investment & Loan 2003 - 2007
H&R Block Financial Advisors 2001 - 2003
Skills
Business Development, Business Strategy, Marketing, Finance, Mortgage Lending, New Business Development, Sales Management, Sales, Loans, Leadership, Financial Modeling, Financial Analysis, Options Strategies, Stock Market Analysis, Day Trading, Healthy Eating, Healthy Lifestyles, Weight Training, Fitness Training, Nutrition, Mortgage Banking, Refinance, Loan Origination, Credit, Underwriting, Banking, Investments, FHA financing, Real Estate, Residential Mortgages, Commercial Mortgages, Relationship Management, Portfolio Management, Mortgage Underwriting, Commercial Lending, Investment Properties, VA loans, Real Estate Financing, Consumer Lending, Real Estate Economics, USDA, Small Business, Loss Mitigation, Selling, Loan Servicing, Financial Services, Construction Loans, Certified Mortgage..., Credit Analysis, Government Loans
Education
State University of New York at Buffalo 1995 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Redford Union High School
JZ Mortgage Services Inc 2015 - Present
Sentrix Financial Services 2014 - 2015
US Mortgage Corporation 2013 - 2013
Proficio Mortgage Ventures, LLC 2012 - 2013
Green Thumb Petro 2012 - 2012
Lifetime Fitness 2010 - 2011
ZTJ Investments LLC 2007 - 2010
Fremont Investment & Loan 2003 - 2007
H&R Block Financial Advisors 2001 - 2003
Skills
Business Development, Business Strategy, Marketing, Finance, Mortgage Lending, New Business Development, Sales Management, Sales, Loans, Leadership, Financial Modeling, Financial Analysis, Options Strategies, Stock Market Analysis, Day Trading, Healthy Eating, Healthy Lifestyles, Weight Training, Fitness Training, Nutrition, Mortgage Banking, Refinance, Loan Origination, Credit, Underwriting, Banking, Investments, FHA financing, Real Estate, Residential Mortgages, Commercial Mortgages, Relationship Management, Portfolio Management, Mortgage Underwriting, Commercial Lending, Investment Properties, VA loans, Real Estate Financing, Consumer Lending, Real Estate Economics, USDA, Small Business, Loss Mitigation, Selling, Loan Servicing, Financial Services, Construction Loans, Certified Mortgage..., Credit Analysis, Government Loans
Education
State University of New York at Buffalo 1995 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
Redford Union High School
Darren Francek Darren Francek's H&R Block Financial Advisors Experience June 2007 - March 2008
Job Financial Controller at Summit Sports, LLC
Industry Telecommunications
Experience
Summit Sports, LLC July 2015 - Present
CTS Companies March 2008 - July 2015
H&R Block Financial Advisors June 2007 - March 2008
Ed Stesney & Co. January 2007 - June 2007
Warrior Sports September 2005 - January 2007
TRW Automotive May 2003 - September 2005
Skills
Financial Analysis, Forecasting, Financial Reporting, Cost Accounting, Cash Flow, Account Reconciliation, Pricing, General Ledger, Variance Analysis, Accounting, Auditing, Process Improvement, Accounts Payable, Accounts Receivable, Management, Payroll, Budgets, Fixed Assets, Leadership, Finance, Managerial Finance, Sarbanes-Oxley Act, Internal Audit, GAAP, US GAAP, Internal Controls, Cash Management, Great Plains Software, Strategic Financial..., Financial Accounting, Financial Modeling
Education
Wayne State University 2000 — 2001
MBA, Finance & Accounting
University of Colorado Boulder 1992 — 1996
Bachelors, Business Economics
Brother Rice High School 1989 — 1992
Summit Sports, LLC July 2015 - Present
CTS Companies March 2008 - July 2015
H&R Block Financial Advisors June 2007 - March 2008
Ed Stesney & Co. January 2007 - June 2007
Warrior Sports September 2005 - January 2007
TRW Automotive May 2003 - September 2005
Skills
Financial Analysis, Forecasting, Financial Reporting, Cost Accounting, Cash Flow, Account Reconciliation, Pricing, General Ledger, Variance Analysis, Accounting, Auditing, Process Improvement, Accounts Payable, Accounts Receivable, Management, Payroll, Budgets, Fixed Assets, Leadership, Finance, Managerial Finance, Sarbanes-Oxley Act, Internal Audit, GAAP, US GAAP, Internal Controls, Cash Management, Great Plains Software, Strategic Financial..., Financial Accounting, Financial Modeling
Education
Wayne State University 2000 — 2001
MBA, Finance & Accounting
University of Colorado Boulder 1992 — 1996
Bachelors, Business Economics
Brother Rice High School 1989 — 1992
Rodger Thomas Rodger Thomas's H&R Block Financial Advisors Experience January 2002 - May 2010
Job Sr. Financial Advisor at National Securities
Industry Financial Services
Experience
National Securities May 2010 - Present
H&R Block Financial Advisors January 2002 - May 2010
H&R Block 2005 - 2007
Skills
401k, Retirement, Financial Planning, Finance, Series 7, Wealth Management, Investments, Mutual Funds, Retirement Planning, Securities, Series 63, Asset Allocation, Financial Advisory, Estate Planning, Employee Benefits, Insurance, Health Insurance, Portfolio Management, Strategic Financial..., Financial Services, Life Insurance, Equities
Education
University of Arizona 1994 — 1996
Associate of Arts and Sciences (AAS), Education
University of Puget Sound 1988 — 1992
Bachelor of Business Administration (B.B.A.), Communication and Media Studies
National Securities May 2010 - Present
H&R Block Financial Advisors January 2002 - May 2010
H&R Block 2005 - 2007
Skills
401k, Retirement, Financial Planning, Finance, Series 7, Wealth Management, Investments, Mutual Funds, Retirement Planning, Securities, Series 63, Asset Allocation, Financial Advisory, Estate Planning, Employee Benefits, Insurance, Health Insurance, Portfolio Management, Strategic Financial..., Financial Services, Life Insurance, Equities
Education
University of Arizona 1994 — 1996
Associate of Arts and Sciences (AAS), Education
University of Puget Sound 1988 — 1992
Bachelor of Business Administration (B.B.A.), Communication and Media Studies
Drew Gies Drew Gies's H&R Block Financial Advisors Experience 1994 - 2007
Job Vice President Private Client Advisor at JP Morgan Chase Bank N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank N.A. May 2014 - Present
JP Morgan Securities LLC June 2009 - Present
Kentucky Financial Group January 2007 - June 2009
H&R Block Financial Advisors 1994 - 2007
Education
University of Alabama 1989 — 1993
BA, Corp. Finance & Investment Mgmt.
Trinity High School 1985 — 1989
JP Morgan Chase Bank N.A. May 2014 - Present
JP Morgan Securities LLC June 2009 - Present
Kentucky Financial Group January 2007 - June 2009
H&R Block Financial Advisors 1994 - 2007
Education
University of Alabama 1989 — 1993
BA, Corp. Finance & Investment Mgmt.
Trinity High School 1985 — 1989
Donald Jobe's H&R Block Financial Advisors Experience 2000 - 2004
Job Internal Audit Leader, Data Science Professional
Industry Capital Markets
Experience
Law Office of Robert B. Jobe 2010 - 2013
IAS Corporation 2007 - 2010
Munder Capital Management 2004 - 2007
H&R Block Financial Advisors 2000 - 2004
Olde Discount Corp Hdqtr 1996 - 2000
Pacific Stock Exchange 1990 - 1993
Education
University of Michigan - Stephen M. Ross School of Business
M.B.A. (Master of Business Administration), Finance & Accounting
University of Michigan
A.B. (Bachelor of Arts), Economics & Statistics
University of California, Irvine
Data Science, Predictive Analytics, Java Programming
Law Office of Robert B. Jobe 2010 - 2013
IAS Corporation 2007 - 2010
Munder Capital Management 2004 - 2007
H&R Block Financial Advisors 2000 - 2004
Olde Discount Corp Hdqtr 1996 - 2000
Pacific Stock Exchange 1990 - 1993
Education
University of Michigan - Stephen M. Ross School of Business
M.B.A. (Master of Business Administration), Finance & Accounting
University of Michigan
A.B. (Bachelor of Arts), Economics & Statistics
University of California, Irvine
Data Science, Predictive Analytics, Java Programming
Barbie Roberts-Florestal's H&R Block Financial Advisors Experience August 2012 - November 2012
Job Client Services/Executive Assistant
Industry Executive Office
Experience
Sprint Center March 2013 - Present
Kansas City Chiefs August 2012 - Present
Haiti Humanitarian Relief June 2010 - Present
Hallmark Cards February 1995 - January 2015
Glory House Services January 2011 - December 2013
H&R Block Financial Advisors August 2012 - November 2012
Skills
Event Planning, Microsoft Excel, Social Media, PowerPoint, Leadership, Microsoft Word, Teamwork, Management, Marketing, Editing, Blogging, Teaching, Sales Management, Fundraising, Creative Direction, Customer Service, Team Building, Public Speaking
Education
University of Central Missouri
Business Administration
University of Missouri-Columbia
Business Administration
Sprint Center March 2013 - Present
Kansas City Chiefs August 2012 - Present
Haiti Humanitarian Relief June 2010 - Present
Hallmark Cards February 1995 - January 2015
Glory House Services January 2011 - December 2013
H&R Block Financial Advisors August 2012 - November 2012
Skills
Event Planning, Microsoft Excel, Social Media, PowerPoint, Leadership, Microsoft Word, Teamwork, Management, Marketing, Editing, Blogging, Teaching, Sales Management, Fundraising, Creative Direction, Customer Service, Team Building, Public Speaking
Education
University of Central Missouri
Business Administration
University of Missouri-Columbia
Business Administration
Charlie Pinigis Charlie Pinigis's H&R Block Financial Advisors Experience December 1999 - October 2008
Job Financial Advisor at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors November 2008 - Present
H&R Block Financial Advisors December 1999 - October 2008
Olde Discount Stockbrokers February 1993 - December 1999
Merrill Lynch May 1992 - February 1993
US Army December 1989 - February 1992
Education
United States Military Academy at West Point 1985 — 1989
Bachelor of Science, Management
Heritage High School
Heritage High School
Ameriprise Financial Advisors November 2008 - Present
H&R Block Financial Advisors December 1999 - October 2008
Olde Discount Stockbrokers February 1993 - December 1999
Merrill Lynch May 1992 - February 1993
US Army December 1989 - February 1992
Education
United States Military Academy at West Point 1985 — 1989
Bachelor of Science, Management
Heritage High School
Heritage High School
Glorianna Robertson's H&R Block Financial Advisors Experience Tax preparation, filing, advisory, and customer service, along with excellent customer service.Independent Skin Care Consultant, Mary Kay CosmeticsSelf-employed1993 - Present
Job Independent Skin Care Consultant, Mary Kay Cosmetics
Industry Cosmetics
Experience
H&R Block Financial Advisors Tax preparation, filing, advisory, and customer service, along with excellent customer service.Independent Skin Care Consultant, Mary Kay CosmeticsSelf-employed1993 - Present
Skills
Cosmetics, Skin Care, Makeup Artistry, Fragrance, Sales, Makeovers, Excellent Customer..., Beauty Industry, Personal Care, Small Business, Skin, Retail, Marketing
Education
University of New Orleans
Certificate Program, Computer Software and Media Applications
H&R Block Financial Advisors Tax preparation, filing, advisory, and customer service, along with excellent customer service.Independent Skin Care Consultant, Mary Kay CosmeticsSelf-employed1993 - Present
Skills
Cosmetics, Skin Care, Makeup Artistry, Fragrance, Sales, Makeovers, Excellent Customer..., Beauty Industry, Personal Care, Small Business, Skin, Retail, Marketing
Education
University of New Orleans
Certificate Program, Computer Software and Media Applications
Dee Worrall, CSM's H&R Block Financial Advisors Experience 2002 - 2006
Job Sr. Consultant at Aspera
Industry Internet
Experience
TEKsystems April 2012 - April 2014
Heartland Habitat for Humanity Restore November 2011 - July 2013
Information Technology Group (ITG) June 2008 - October 2011
iModules Software February 2008 - June 2008
LaGarde October 2006 - January 2008
H&R Block Financial Advisors 2002 - 2006
H&R Block 2002 - 2006
Midwest Consulting Group December 2000 - August 2002
NetSales May 2000 - December 2000
Accenture May 1997 - May 2000
Skills
Project Management, Business Analysis, User Experince Design, E-commerce, Process Improvement, Social Networking, Quality Assurance, Agile Methodologies, Management, Vendor Management, SDLC, Budgets, Software Project..., Software Development, Business Intelligence, Program Management, Requirements Analysis, Requirements Gathering, Project Portfolio..., PMO, CRM, Customer Service, Business Process, Business Process..., Visio, PMP
Education
University of Central Missouri 1990 — 1994
BSBA, Finance
TEKsystems April 2012 - April 2014
Heartland Habitat for Humanity Restore November 2011 - July 2013
Information Technology Group (ITG) June 2008 - October 2011
iModules Software February 2008 - June 2008
LaGarde October 2006 - January 2008
H&R Block Financial Advisors 2002 - 2006
H&R Block 2002 - 2006
Midwest Consulting Group December 2000 - August 2002
NetSales May 2000 - December 2000
Accenture May 1997 - May 2000
Skills
Project Management, Business Analysis, User Experince Design, E-commerce, Process Improvement, Social Networking, Quality Assurance, Agile Methodologies, Management, Vendor Management, SDLC, Budgets, Software Project..., Software Development, Business Intelligence, Program Management, Requirements Analysis, Requirements Gathering, Project Portfolio..., PMO, CRM, Customer Service, Business Process, Business Process..., Visio, PMP
Education
University of Central Missouri 1990 — 1994
BSBA, Finance
John Pitlosh CFP®, MST, CPWA®, CIMA®'s H&R Block Financial Advisors Experience June 1999 - June 2002
Job Financial Advisor at Investor Solutions, Inc.
Industry Financial Services
Experience
Investor Solutions, Inc. September 2008 - Present
Lincoln Financial Advisors November 2003 - November 2007
Morgan Stanley June 2002 - June 2003
H&R Block Financial Advisors June 1999 - June 2002
Skills
Wealth, Equities, Project Planning, Retirement Planning, Estate Planning, Strategic Financial..., Retirement, Portfolio Management, Wealth Management, Investments, Asset Managment, Investment Advisory, Financial Planners, Insurance, Investment Strategies
Education
John Marshall 2007 — 2008
Masters (MA), Tax Law
University of Michigan 1994 — 1998
Bachelor, Biology, History, and Political Science
Investor Solutions, Inc. September 2008 - Present
Lincoln Financial Advisors November 2003 - November 2007
Morgan Stanley June 2002 - June 2003
H&R Block Financial Advisors June 1999 - June 2002
Skills
Wealth, Equities, Project Planning, Retirement Planning, Estate Planning, Strategic Financial..., Retirement, Portfolio Management, Wealth Management, Investments, Asset Managment, Investment Advisory, Financial Planners, Insurance, Investment Strategies
Education
John Marshall 2007 — 2008
Masters (MA), Tax Law
University of Michigan 1994 — 1998
Bachelor, Biology, History, and Political Science
Bonnie Esposito Bonnie Esposito's H&R Block Financial Advisors Experience March 1986 - April 1992
Job Marketing Communications Administrator at Artel
Industry Marketing and Advertising
Experience
Artel November 2011 - Present
Portland Research Group October 2008 - October 2011
REI February 1993 - September 2007
REI June 1992 - February 1993
H&R Block Financial Advisors March 1986 - April 1992
Skills
Marketing Research, Project Management
Education
University of Maine 1978 — 1980
B.S., Biology
University of Maryland College Park 1976 — 1978
Artel November 2011 - Present
Portland Research Group October 2008 - October 2011
REI February 1993 - September 2007
REI June 1992 - February 1993
H&R Block Financial Advisors March 1986 - April 1992
Skills
Marketing Research, Project Management
Education
University of Maine 1978 — 1980
B.S., Biology
University of Maryland College Park 1976 — 1978
Jacob Ford Jacob Ford's H&R Block Financial Advisors Experience January 2006 - October 2008
Job Regional Consultant for Montage Investments
Industry Financial Services
Experience
Montage Investments January 2015 - Present
Merrill Edge September 2013 - January 2015
American Century Investments June 2011 - July 2012
American Century Investments September 2010 - June 2011
American Century Investments October 2008 - March 2011
H&R Block Financial Advisors January 2006 - October 2008
Skills
Series 7, Mutual Funds, Series 66, CMFC, Series 63, Series 6, Alternative Investments, Retirement Planning, Fixed Annuities, Investment Strategies, Financial Advisory, Equities, Investments, Fixed Income, Investment Advisory, Asset Managment, 401k, Strategic Financial..., Bonds, Asset Allocation, Retirement, Securities, Portfolio Management, Financial Services, Investment Management, Salesforce.com, Sales, Bloomberg, Morningstar, Morningstar Direct, Customer Service, Microsoft Excel, Economics, FINRA, Finance, Certified Financial...
Education
University of Missouri-Kansas City
Economics
Montage Investments January 2015 - Present
Merrill Edge September 2013 - January 2015
American Century Investments June 2011 - July 2012
American Century Investments September 2010 - June 2011
American Century Investments October 2008 - March 2011
H&R Block Financial Advisors January 2006 - October 2008
Skills
Series 7, Mutual Funds, Series 66, CMFC, Series 63, Series 6, Alternative Investments, Retirement Planning, Fixed Annuities, Investment Strategies, Financial Advisory, Equities, Investments, Fixed Income, Investment Advisory, Asset Managment, 401k, Strategic Financial..., Bonds, Asset Allocation, Retirement, Securities, Portfolio Management, Financial Services, Investment Management, Salesforce.com, Sales, Bloomberg, Morningstar, Morningstar Direct, Customer Service, Microsoft Excel, Economics, FINRA, Finance, Certified Financial...
Education
University of Missouri-Kansas City
Economics
Phillip Marsalla Phillip Marsalla's H&R Block Financial Advisors Experience February 2008 - October 2008
Job Business Analyst at Lockton Companies
Industry Financial Services
Experience
Lockton Companies April 2015 - Present
Lockton Companies June 2013 - April 2015
Lockton Companies November 2010 - June 2013
Ameriprise Financial October 2008 - August 2010
H&R Block Financial Advisors February 2008 - October 2008
H&R Block Financial Advisors February 2006 - February 2008
ECCO Select August 2003 - February 2006
Education
University of Missouri-Kansas City 2001 — 2005
BS, Business Administration
Lockton Companies April 2015 - Present
Lockton Companies June 2013 - April 2015
Lockton Companies November 2010 - June 2013
Ameriprise Financial October 2008 - August 2010
H&R Block Financial Advisors February 2008 - October 2008
H&R Block Financial Advisors February 2006 - February 2008
ECCO Select August 2003 - February 2006
Education
University of Missouri-Kansas City 2001 — 2005
BS, Business Administration
David Dina's H&R Block Financial Advisors Experience 2001 - 2002
Job
Industry Computer Software
Experience
Accenture June 2010 - Present
CadenceQuest, Inc. February 2003 - June 2010
World Wrestling Entertainment 2005 - 2005
Witness Systems February 2003 - February 2004
H&R Block Financial Advisors 2001 - 2002
MicroStrategy 1999 - 2001
Amerix 1994 - 1998
Skills
Business Intelligence, Data Warehousing, Data Modeling, Business Analysis, Requirements Analysis, Software Development, Software Project...
Education
University of Maryland 1996 — 1999
MBA, Information Technology
Virginia Tech 1990 — 1994
BS, Finance
Accenture June 2010 - Present
CadenceQuest, Inc. February 2003 - June 2010
World Wrestling Entertainment 2005 - 2005
Witness Systems February 2003 - February 2004
H&R Block Financial Advisors 2001 - 2002
MicroStrategy 1999 - 2001
Amerix 1994 - 1998
Skills
Business Intelligence, Data Warehousing, Data Modeling, Business Analysis, Requirements Analysis, Software Development, Software Project...
Education
University of Maryland 1996 — 1999
MBA, Information Technology
Virginia Tech 1990 — 1994
BS, Finance
Benjamin Ahn's H&R Block Financial Advisors Experience 1999 - 2000
Job Latin America Marketing and Business Development Manager at Graphtec America, Inc.
Industry Consumer Electronics
Experience
Graphtec America Inc. 2006 - Present
Jackson Barne Restaurants, Inc. 2004 - 2006
PADI 2002 - 2004
eEye Digital Security 2000 - 2002
H&R Block Financial Advisors 1999 - 2000
Skills
International Marketing, Negotiation, Strategy, Marketing, Export, International Business, Sales Management, Online Advertising
Education
University of California, Los Angeles 1996 — 1999
BA, International Economics
Graphtec America Inc. 2006 - Present
Jackson Barne Restaurants, Inc. 2004 - 2006
PADI 2002 - 2004
eEye Digital Security 2000 - 2002
H&R Block Financial Advisors 1999 - 2000
Skills
International Marketing, Negotiation, Strategy, Marketing, Export, International Business, Sales Management, Online Advertising
Education
University of California, Los Angeles 1996 — 1999
BA, International Economics
Anthony Monsees's H&R Block Financial Advisors Experience July 2003 - May 2006
Job Enterprise Architecture Consultant at Wachter Network Services
Industry Computer Software
Experience
Devware, Inc. May 2006 - Present
Seaboard Foods July 2008 - Present
Wachter Network Services June 2008 - Present
ARMA International January 2008 - August 2008
HNTB October 2007 - January 2008
Sunflower Group, Inc. January 2007 - November 2007
AMC Theatres May 2006 - December 2006
H&R Block Financial Advisors July 2003 - May 2006
Xceligent, Inc April 2000 - July 2003
National Cinema Network March 1999 - April 2000
Skills
AngularJS, .NET, Microsoft SQL Server, Software Development, Agile Methodologies, SharePoint, Enterprise Architecture, Visual Studio, SQL, ASP.NET, C#, SOA, Web Applications, Databases, Visual Basic, Enterprise Software, Architecture, Team Leadership, Mobile Applications, TFS, WCF, Oracle, Testing, Team Building, Process Engineering, Enterprise Integration, XML, IIS, Programming, IT Strategy, SSIS, REST, CRM, Oracle SQL
Education
University of Missouri-Columbia 1992 — 1996
BS, Computer Science
Sedalia Smith Cotton
Devware, Inc. May 2006 - Present
Seaboard Foods July 2008 - Present
Wachter Network Services June 2008 - Present
ARMA International January 2008 - August 2008
HNTB October 2007 - January 2008
Sunflower Group, Inc. January 2007 - November 2007
AMC Theatres May 2006 - December 2006
H&R Block Financial Advisors July 2003 - May 2006
Xceligent, Inc April 2000 - July 2003
National Cinema Network March 1999 - April 2000
Skills
AngularJS, .NET, Microsoft SQL Server, Software Development, Agile Methodologies, SharePoint, Enterprise Architecture, Visual Studio, SQL, ASP.NET, C#, SOA, Web Applications, Databases, Visual Basic, Enterprise Software, Architecture, Team Leadership, Mobile Applications, TFS, WCF, Oracle, Testing, Team Building, Process Engineering, Enterprise Integration, XML, IIS, Programming, IT Strategy, SSIS, REST, CRM, Oracle SQL
Education
University of Missouri-Columbia 1992 — 1996
BS, Computer Science
Sedalia Smith Cotton
Pieter Van Saun, CFA's H&R Block Financial Advisors Experience June 1999 - May 2000
Job Head of Order Management Group at Thompson, Siegel, & Walmsley LLC
Industry Investment Management
Experience
Thompson, Siegel, & Walmsley LLC July 2015 - Present
Thompson, Siegel, & Walmsley LLC January 2004 - June 2015
Thompson, Siegel, & Walmsley LLC June 2000 - December 2003
H&R Block Financial Advisors June 1999 - May 2000
Education
Virginia Commonwealth University - School of Business 2005 — 2007
MBA
University of Richmond - Robins School of Business 1995 — 1999
BS/BA, Finance, International Business
University of Warwick 1998 — 1998
Study Abroad, Business
Thompson, Siegel, & Walmsley LLC July 2015 - Present
Thompson, Siegel, & Walmsley LLC January 2004 - June 2015
Thompson, Siegel, & Walmsley LLC June 2000 - December 2003
H&R Block Financial Advisors June 1999 - May 2000
Education
Virginia Commonwealth University - School of Business 2005 — 2007
MBA
University of Richmond - Robins School of Business 1995 — 1999
BS/BA, Finance, International Business
University of Warwick 1998 — 1998
Study Abroad, Business
Margery Birkedal's H&R Block Financial Advisors Experience January 2000 - September 2009
Job Financial Advisor HD Vest
Industry Financial Services
Experience
HD Vest September 2009 - Present
Ameriprise Financial September 2008 - September 2009
H&R Block Financial Advisors January 2000 - September 2009
Skills
Retirement Planning, Series 7, Uniform Combined State..., Retirement, Saving for Education, IRAs, Wealth Management, Investment Advisory, Financial Advisory, Estate Planning, Asset Allocation, Fixed Annuities, Series 63, Mutual Funds, Strategic Financial..., Investment Strategies, 401k, 401k Rollovers
Education
University of Colorado at Boulder
HD Vest September 2009 - Present
Ameriprise Financial September 2008 - September 2009
H&R Block Financial Advisors January 2000 - September 2009
Skills
Retirement Planning, Series 7, Uniform Combined State..., Retirement, Saving for Education, IRAs, Wealth Management, Investment Advisory, Financial Advisory, Estate Planning, Asset Allocation, Fixed Annuities, Series 63, Mutual Funds, Strategic Financial..., Investment Strategies, 401k, 401k Rollovers
Education
University of Colorado at Boulder
Rick Orr's H&R Block Financial Advisors Experience June 1991 - March 2006
Job Program Manager at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP June 2010 - Present
BCU Investment Advisors February 2010 - Present
AXA Advisors March 2006 - July 2010
H&R Block Financial Advisors June 1991 - March 2006
Skills
Banking, Financial Services, Investments, Retirement Planning, Series 7, Finance, Risk Management, Process Improvement, Portfolio Management, Strategic Financial..., Financial Analysis, Leadership, Strategy, Credit, Asset Management, Strategic Planning, Mortgage Lending, Loans, Team Building, Mutual Funds, Series 63, Coaching, Microsoft Office, Financial Planning
Education
University of Missouri-Columbia 1983 — 1987
B.S., Industrial Engineering
CUSO Financial Services, LP June 2010 - Present
BCU Investment Advisors February 2010 - Present
AXA Advisors March 2006 - July 2010
H&R Block Financial Advisors June 1991 - March 2006
Skills
Banking, Financial Services, Investments, Retirement Planning, Series 7, Finance, Risk Management, Process Improvement, Portfolio Management, Strategic Financial..., Financial Analysis, Leadership, Strategy, Credit, Asset Management, Strategic Planning, Mortgage Lending, Loans, Team Building, Mutual Funds, Series 63, Coaching, Microsoft Office, Financial Planning
Education
University of Missouri-Columbia 1983 — 1987
B.S., Industrial Engineering
Brian Nagel's H&R Block Financial Advisors Experience 1995 - 2001
Job Financial Advisor at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial April 2007 - Present
UBS 2006 - 2007
Piper Jaffray 2001 - 2006
H&R Block Financial Advisors 1995 - 2001
Skills
Wealth Management, Retirement Planning, 401k Rollovers, Investments, Mutual Funds, Estate Planning, Saving for Education
Education
University of Arizona 1988 — 1992
Bachelor of Arts (BA), Cum Laude
University of Phoenix 2002 — 2004
MBA, Global Managment
saguro
SagePoint Financial April 2007 - Present
UBS 2006 - 2007
Piper Jaffray 2001 - 2006
H&R Block Financial Advisors 1995 - 2001
Skills
Wealth Management, Retirement Planning, 401k Rollovers, Investments, Mutual Funds, Estate Planning, Saving for Education
Education
University of Arizona 1988 — 1992
Bachelor of Arts (BA), Cum Laude
University of Phoenix 2002 — 2004
MBA, Global Managment
saguro
Jason Klipfel's H&R Block Financial Advisors Experience March 2004 - July 2006
Job Safety Reporting Specialist at Kansas City Southern Railway
Industry Transportation/Trucking/Railroad
Experience
Kansas City Southern Railway February 2008 - Present
H&R Block Financial Advisors, Inc. August 2006 - January 2008
H&R Block Financial Advisors March 2004 - July 2006
Payless ShoeSource July 2002 - February 2004
Payless ShoeSource June 1999 - June 2002
Skills
Management, Financial Modeling, Analysis, Accounting, Strategic Planning, Strategic Financial..., Business Planning, Financial Reporting, Payroll, Strategy, Finance, Project Planning, Budgets, Financial Analysis, Forecasting, Process Improvement
Education
University of Missouri-Columbia 1992 — 1999
Kansas City Southern Railway February 2008 - Present
H&R Block Financial Advisors, Inc. August 2006 - January 2008
H&R Block Financial Advisors March 2004 - July 2006
Payless ShoeSource July 2002 - February 2004
Payless ShoeSource June 1999 - June 2002
Skills
Management, Financial Modeling, Analysis, Accounting, Strategic Planning, Strategic Financial..., Business Planning, Financial Reporting, Payroll, Strategy, Finance, Project Planning, Budgets, Financial Analysis, Forecasting, Process Improvement
Education
University of Missouri-Columbia 1992 — 1999
Carrie Dean's H&R Block Financial Advisors Experience August 2005 - October 2008
Job Practice Executive, Business Intelligence at BizIntel, INC
Industry Information Technology and Services
Experience
BizIntel, Inc August 2010 - Present
H&R Block October 2008 - May 2010
H&R BLOCK Financial Advisors August 2005 - October 2008
Quintiles 1998 - 2000
Oracle Corporation 1995 - 1999
Skills
Databases, SOA, Integration, Agile Methodologies, Requirements Analysis, Enterprise Architecture, Database Design, Software Project..., Business Analysis, Software Development, Data Warehousing, IT Strategy, Vendor Management, Change Management, Cross-functional Team..., Management, Business Intelligence, Business Process, IT Management, Leadership, Process Improvement, SDLC, SQL
Education
University of Iowa 1991 — 1994
BizIntel, Inc August 2010 - Present
H&R Block October 2008 - May 2010
H&R BLOCK Financial Advisors August 2005 - October 2008
Quintiles 1998 - 2000
Oracle Corporation 1995 - 1999
Skills
Databases, SOA, Integration, Agile Methodologies, Requirements Analysis, Enterprise Architecture, Database Design, Software Project..., Business Analysis, Software Development, Data Warehousing, IT Strategy, Vendor Management, Change Management, Cross-functional Team..., Management, Business Intelligence, Business Process, IT Management, Leadership, Process Improvement, SDLC, SQL
Education
University of Iowa 1991 — 1994
Jan Hopkins Marrs, SPHR-SCP's H&R Block Financial Advisors Experience December 2007 - November 2008
Job Director of Global Compensation and HR Operations
Industry Mechanical or Industrial Engineering
Experience
Black & Veatch September 2015 - Present
Black & Veatch August 2015 - Present
H&R Block May 2012 - August 2015
H&R Block May 2010 - May 2012
H&R Block Tax November 2008 - May 2010
H&R Block Financial Advisors December 2007 - November 2008
H&R Block Financial Advisors July 2005 - December 2007
Sprint November 1993 - July 2005
KPMG November 1990 - November 1993
Skills
Recruiting, Performance Management, Strategy, Financial Analysis, Leadership Development, Forecasting, Cross-functional Team..., Human Resources, Project Management, Employee Relations, Talent Management, Training, Onboarding, Talent Acquisition, Finance, Leadership, Deferred Compensation, Auditing, Organizational..., Process Improvement, Hiring, PeopleSoft, Vendor Management, Corporate Finance
Education
University of Kansas 1986 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting
Shawnee Mission West 1983 — 1986
High School degree
Black & Veatch September 2015 - Present
Black & Veatch August 2015 - Present
H&R Block May 2012 - August 2015
H&R Block May 2010 - May 2012
H&R Block Tax November 2008 - May 2010
H&R Block Financial Advisors December 2007 - November 2008
H&R Block Financial Advisors July 2005 - December 2007
Sprint November 1993 - July 2005
KPMG November 1990 - November 1993
Skills
Recruiting, Performance Management, Strategy, Financial Analysis, Leadership Development, Forecasting, Cross-functional Team..., Human Resources, Project Management, Employee Relations, Talent Management, Training, Onboarding, Talent Acquisition, Finance, Leadership, Deferred Compensation, Auditing, Organizational..., Process Improvement, Hiring, PeopleSoft, Vendor Management, Corporate Finance
Education
University of Kansas 1986 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting
Shawnee Mission West 1983 — 1986
High School degree
Cesar E Olivares's H&R Block Financial Advisors Experience March 2008 - Present
Job Financial Advisor at H&R Block Fiancial Advisors
Industry Financial Services
Experience
H&R Block Financial Advisors March 2008 - Present
Morgan Keegan January 2007 - February 2008
LNB Bank May 2006 - November 2006
GCEFCU January 2004 - May 2006
Education
University of Houston 1999 — 2001
H&R Block Financial Advisors March 2008 - Present
Morgan Keegan January 2007 - February 2008
LNB Bank May 2006 - November 2006
GCEFCU January 2004 - May 2006
Education
University of Houston 1999 — 2001
M. Cesar Perez's H&R Block Financial Advisors Experience August 1999 - September 2001
Job Annuity, Health & Life Specialist
Industry Insurance
Experience
C Perez Consulting June 2008 - Present
H&R Block Financial Advisors August 1999 - September 2001
Skills
Account Management, Business Planning, Commercial Insurance, Customer Service, Entrepreneurship, Event Planning, Insurance, Strategic Planning, Fixed Annuities, Financial Planning, Marketing Strategy, Marketing, Financial Services, Finance, Team Building, Leadership, Emerging Technologies
Education
University of Florida - Warrington College of Business Administration 1970 — 1976
BSBA, Finance
C Perez Consulting June 2008 - Present
H&R Block Financial Advisors August 1999 - September 2001
Skills
Account Management, Business Planning, Commercial Insurance, Customer Service, Entrepreneurship, Event Planning, Insurance, Strategic Planning, Fixed Annuities, Financial Planning, Marketing Strategy, Marketing, Financial Services, Finance, Team Building, Leadership, Emerging Technologies
Education
University of Florida - Warrington College of Business Administration 1970 — 1976
BSBA, Finance
Jeremy Woolcott's H&R Block Financial Advisors Experience 1995 - 2002
Job Managing Director Institutional Brokerage
Industry Capital Markets
Experience
Fifth Third Securities February 2003 - Present
H&R Block Financial Advisors 1995 - 2002
Skills
Capital Markets, Fixed Income, Bloomberg
Education
University of Michigan
Bachelor's Degree, Political Science
Fifth Third Securities February 2003 - Present
H&R Block Financial Advisors 1995 - 2002
Skills
Capital Markets, Fixed Income, Bloomberg
Education
University of Michigan
Bachelor's Degree, Political Science
Chris Beauvais's H&R Block Financial Advisors Experience May 2001 - September 2006
Job Business Operations Manager/Registered Principal at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group August 2012 - Present
Comerica September 2006 - July 2012
H&R Block Financial Advisors May 2001 - September 2006
Education
University of Michigan-Dearborn 1994 — 2000
Lincoln Park High School 1990 — 1994
Lincoln Financial Group August 2012 - Present
Comerica September 2006 - July 2012
H&R Block Financial Advisors May 2001 - September 2006
Education
University of Michigan-Dearborn 1994 — 2000
Lincoln Park High School 1990 — 1994
Michael Gurchak's H&R Block Financial Advisors Experience 2000 - 2001
Job Engineer at Barton Malow
Industry Construction
Experience
Barton Malow Equities TraderSouthwest Securities2001 - 2005
H&R Block Financial Advisors 2000 - 2001
Skills
LEED AP, Construction Management, Equities
Education
University of Michigan 1996 — 1999
BS, Architecture
Barton Malow Equities TraderSouthwest Securities2001 - 2005
H&R Block Financial Advisors 2000 - 2001
Skills
LEED AP, Construction Management, Equities
Education
University of Michigan 1996 — 1999
BS, Architecture
Sis Woods's H&R Block Financial Advisors Experience 2001 - 2005
Job President at LC Parrtners LLC
Industry Financial Services
Experience
LC Partners LLC October 2009 - Present
H&R Block November 2008 - June 2010
H&R Block September 2007 - November 2008
H&R Block November 2005 - September 2007
H&R Block Financial Advisors 2001 - 2005
Skills
Accounting, Budgets, Coaching, Cross-functional Team..., Customer Satisfaction, Customer Service, Franchising, Income Statement, Inventory Management, Leadership, Management, Marketing, Microsoft Office, Operations Management, P, Payroll, Process Improvement, Recruiting, Retail, Sales, Small Business, Store Management, Strategic Planning, Team Building, Team Leadership, Training, Vendor Management
Education
University of Missouri-Columbia
LC Partners LLC October 2009 - Present
H&R Block November 2008 - June 2010
H&R Block September 2007 - November 2008
H&R Block November 2005 - September 2007
H&R Block Financial Advisors 2001 - 2005
Skills
Accounting, Budgets, Coaching, Cross-functional Team..., Customer Satisfaction, Customer Service, Franchising, Income Statement, Inventory Management, Leadership, Management, Marketing, Microsoft Office, Operations Management, P, Payroll, Process Improvement, Recruiting, Retail, Sales, Small Business, Store Management, Strategic Planning, Team Building, Team Leadership, Training, Vendor Management
Education
University of Missouri-Columbia
Brian Newcombe's H&R Block Financial Advisors Experience 1993 - 2008
Job Senior Accountant at Schechter Wealth Strategies, LLC
Industry Financial Services
Experience
Schechter Wealth Strategies, LLC October 2013 - Present
Managed Asset Portfolios, LLC January 2013 - October 2013
Telemus Capital Partners, LLC. 2008 - January 2013
H&R Block Financial Advisors 1993 - 2008
Skills
Mutual Funds, Securities, Bloomberg, Series 24, Series 7, Process Improvement, Series 65, Portfolio Management, Series 63, Alternative Investments, Asset Managment, Financial Analysis, Investments, Capital Markets, Finance, FINRA, Fixed Income, Risk Management, Asset Management, IRAs, Hedge Funds, Financial Advisory, Asset Allocation, Trading, Bonds, Retirement Planning, Estate Planning, Financial Markets, Uniform Combined State..., Strategic Financial..., Financial Services, Stocks, Equities, Wealth Management..., Financial Modeling, Retirement, Due Diligence, Investment Management, Wealth Management, Financial Reporting, Investment Advisory, Accounting
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1993
Schechter Wealth Strategies, LLC October 2013 - Present
Managed Asset Portfolios, LLC January 2013 - October 2013
Telemus Capital Partners, LLC. 2008 - January 2013
H&R Block Financial Advisors 1993 - 2008
Skills
Mutual Funds, Securities, Bloomberg, Series 24, Series 7, Process Improvement, Series 65, Portfolio Management, Series 63, Alternative Investments, Asset Managment, Financial Analysis, Investments, Capital Markets, Finance, FINRA, Fixed Income, Risk Management, Asset Management, IRAs, Hedge Funds, Financial Advisory, Asset Allocation, Trading, Bonds, Retirement Planning, Estate Planning, Financial Markets, Uniform Combined State..., Strategic Financial..., Financial Services, Stocks, Equities, Wealth Management..., Financial Modeling, Retirement, Due Diligence, Investment Management, Wealth Management, Financial Reporting, Investment Advisory, Accounting
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1993
Robert Verr's H&R Block Financial Advisors Experience August 2001 - January 2003
Job Account Manager
Industry Logistics and Supply Chain
Experience
C.H. Robinson February 2011 - Present
CH Robinson February 2011 - Present
Citigroup April 2003 - August 2007
H&R Block Financial Advisors August 2001 - January 2003
Skills
Leadership, Management, Finance, Portfolio Management, Budgets, Retirement Planning, Mutual Funds, Banking, Investments, Series 7, Risk Management, Financial Analysis, Financial Services, Logistics, Strategic Financial..., Microsoft Excel, 3PL, Truckload, Logistics Management, LTL, Supply Chain Management
Education
Plekhanov Institute of the National Economy - Moscow, Russia
B.A., Economics
University of Alaska Fairbanks
University of Illinois at Urbana-Champaign
B.A., Russian, Economics, Political Science
C.H. Robinson February 2011 - Present
CH Robinson February 2011 - Present
Citigroup April 2003 - August 2007
H&R Block Financial Advisors August 2001 - January 2003
Skills
Leadership, Management, Finance, Portfolio Management, Budgets, Retirement Planning, Mutual Funds, Banking, Investments, Series 7, Risk Management, Financial Analysis, Financial Services, Logistics, Strategic Financial..., Microsoft Excel, 3PL, Truckload, Logistics Management, LTL, Supply Chain Management
Education
Plekhanov Institute of the National Economy - Moscow, Russia
B.A., Economics
University of Alaska Fairbanks
University of Illinois at Urbana-Champaign
B.A., Russian, Economics, Political Science
Tanya Anissy Dunn's H&R Block Financial Advisors Experience 2004 - 2008
Job Fund Development Administrator at Girl Scouts of NE Kansas & NW Missouri
Industry Nonprofit Organization Management
Experience
Girl Scouts of NE Kansas & NW Missouri September 2014 - Present
Modis May 2013 - September 2014
Girl Scouts of NE Kansas & NW Missouri August 2008 - May 2013
H&R Block Financial Advisors 2004 - 2008
H&R Block September 1999 - 2004
Skills
Administrative..., Project Coordination, Microsoft Office, Highly detail oriented, Microsoft Excel, PowerPoint, Microsoft Word, Training, Adobe Acrobat, Access, Process Scheduler, Administration, Event Planning, Outlook, Talent Acquisition, Leadership
Education
University of Missouri-Kansas City
BA, History
Girl Scouts of NE Kansas & NW Missouri September 2014 - Present
Modis May 2013 - September 2014
Girl Scouts of NE Kansas & NW Missouri August 2008 - May 2013
H&R Block Financial Advisors 2004 - 2008
H&R Block September 1999 - 2004
Skills
Administrative..., Project Coordination, Microsoft Office, Highly detail oriented, Microsoft Excel, PowerPoint, Microsoft Word, Training, Adobe Acrobat, Access, Process Scheduler, Administration, Event Planning, Outlook, Talent Acquisition, Leadership
Education
University of Missouri-Kansas City
BA, History
Penio Deltchev's H&R Block Financial Advisors Experience August 1998 - October 2001
Job Exclusive Agent at Allstate
Industry Financial Services
Experience
Allstate October 2001 - Present
H&R Block Financial Advisors August 1998 - October 2001
Skills
Insurance, Retirement, Strategic Financial..., Investments, Wealth Management, Risk Management, Portfolio Management, Financial Analysis, Fixed Annuities, Retirement Planning, Series 63, Life Insurance, IRAs, Long-term Care, Series 7, Financial Planning, Public Speaking
Education
University of Georgia - Terry College of Business 1996 — 1998
Bachelor of Business Administration (BBA), Finance
http://uft-plovdiv.bg/index.php 1986 — 1990
BS
Allstate October 2001 - Present
H&R Block Financial Advisors August 1998 - October 2001
Skills
Insurance, Retirement, Strategic Financial..., Investments, Wealth Management, Risk Management, Portfolio Management, Financial Analysis, Fixed Annuities, Retirement Planning, Series 63, Life Insurance, IRAs, Long-term Care, Series 7, Financial Planning, Public Speaking
Education
University of Georgia - Terry College of Business 1996 — 1998
Bachelor of Business Administration (BBA), Finance
http://uft-plovdiv.bg/index.php 1986 — 1990
BS
William Luechtefeld's H&R Block Financial Advisors Experience 2007 - 2009
Job Business Analyst at Waddell and Reed
Industry Financial Services
Experience
Waddell & Reed 2010 - Present
Ameriprise Advisor Services 2008 - 2009
H&R Block Financial Advisors 2007 - 2009
H&R Block Financial Advisors 2004 - 2007
H&R Block Financial Advisors 2003 - 2004
American Century Services 1993 - 2002
American Century Investments 1992 - 2002
Education
The University of Kansas 1985 — 1990
Personnel Administration
Waddell & Reed 2010 - Present
Ameriprise Advisor Services 2008 - 2009
H&R Block Financial Advisors 2007 - 2009
H&R Block Financial Advisors 2004 - 2007
H&R Block Financial Advisors 2003 - 2004
American Century Services 1993 - 2002
American Century Investments 1992 - 2002
Education
The University of Kansas 1985 — 1990
Personnel Administration
Debra Diederichs's H&R Block Financial Advisors Experience February 1989 - December 2001
Job Accounting Professional
Industry Accounting
Experience
H&R Block Financial Advisors February 1989 - December 2001
Skills
Bookkeeping, Accounting, Accounts Payable, Financial Reporting, Accounts Receivable, Financial Analysis, General Ledger, Account Reconciliation
Education
University of Montana 1971 — 1975
B.S., Business Administration
H&R Block Financial Advisors February 1989 - December 2001
Skills
Bookkeeping, Accounting, Accounts Payable, Financial Reporting, Accounts Receivable, Financial Analysis, General Ledger, Account Reconciliation
Education
University of Montana 1971 — 1975
B.S., Business Administration
Eric Farls, CFA's H&R Block Financial Advisors Experience 1997 - 2000
Job Senior Investment Analyst, Maryland State Retirement and Pension System
Industry Investment Management
Experience
Maryland State Retirement and Pension System February 2011 - Present
OMNITEC Solutions, Inc. July 2010 - February 2011
PNC Capital Advisors July 2006 - March 2009
BB&T Asset Management July 2000 - June 2006
H&R Block Financial Advisors 1997 - 2000
Education
University of North Carolina at Chapel Hill 1986 — 1990
Maryland State Retirement and Pension System February 2011 - Present
OMNITEC Solutions, Inc. July 2010 - February 2011
PNC Capital Advisors July 2006 - March 2009
BB&T Asset Management July 2000 - June 2006
H&R Block Financial Advisors 1997 - 2000
Education
University of North Carolina at Chapel Hill 1986 — 1990
Chris Neu, EA's H&R Block Financial Advisors Experience 2007 - 2009
Job Principal at Neu DeRaad Tax & Accounting, Partner at Dunncreek Advisors LLC
Industry Financial Services
Experience
Dunncreek Advisors LLC November 2013 - Present
Capital Wealth Management March 2011 - November 2013
Ameriprise Financial 2002 - 2011
H&R Block Financial Advisors 2007 - 2009
BNI - MorningStar Chapter 2005 - 2009
H & R Block Financial Advisors May 2007 - October 2008
Edward Jones February 2002 - May 2007
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Retirement, Mutual Funds, Series 7, Financial Advisory, Asset Allocation, Finance, Investment Advisory, IRAs, 401k, Series 63, Investment Strategies, Fixed Annuities, Securities, Bonds
Education
University of Minnesota-Twin Cities 1964 — 1968
Bachelor's degree, Psychology
University of Minnesota-Twin Cities 1962 — 1968
BA, Psychology, History, Zoology
Dunncreek Advisors LLC November 2013 - Present
Capital Wealth Management March 2011 - November 2013
Ameriprise Financial 2002 - 2011
H&R Block Financial Advisors 2007 - 2009
BNI - MorningStar Chapter 2005 - 2009
H & R Block Financial Advisors May 2007 - October 2008
Edward Jones February 2002 - May 2007
Skills
Retirement Planning, Estate Planning, Wealth Management, Investments, Strategic Financial..., Retirement, Mutual Funds, Series 7, Financial Advisory, Asset Allocation, Finance, Investment Advisory, IRAs, 401k, Series 63, Investment Strategies, Fixed Annuities, Securities, Bonds
Education
University of Minnesota-Twin Cities 1964 — 1968
Bachelor's degree, Psychology
University of Minnesota-Twin Cities 1962 — 1968
BA, Psychology, History, Zoology
Nancy Eslinger's H&R Block Financial Advisors Experience 1999 - 2001
Job Controller at Water.org
Industry Management Consulting
Experience
Water.org February 2010 - Present
EriCameron Consulting 1995 - Present
Union Station Kansas City Inc 2005 - 2008
UMB Financial Services, Inc. 2004 - 2005
H&R Block Financial Advisors 1999 - 2001
US Central 1982 - 1993
Skills
Financial Reporting, Internal Controls, Managerial Finance, Due Diligence, Accounting, Finance, Auditing, Banking, Budgets, Cash Management, Leadership, Nonprofits, Management Consulting, Accounts Payable, Management, Payroll, Process Improvement, Financial Services
Education
University of Frankfurt 2013 — 2013
Microfinance
University of Central Missouri 1974 — 1978
BS, Accounting
Water.org February 2010 - Present
EriCameron Consulting 1995 - Present
Union Station Kansas City Inc 2005 - 2008
UMB Financial Services, Inc. 2004 - 2005
H&R Block Financial Advisors 1999 - 2001
US Central 1982 - 1993
Skills
Financial Reporting, Internal Controls, Managerial Finance, Due Diligence, Accounting, Finance, Auditing, Banking, Budgets, Cash Management, Leadership, Nonprofits, Management Consulting, Accounts Payable, Management, Payroll, Process Improvement, Financial Services
Education
University of Frankfurt 2013 — 2013
Microfinance
University of Central Missouri 1974 — 1978
BS, Accounting
Stephen Whiting's H&R Block Financial Advisors Experience 1993 - 2009
Job
Industry Financial Services
Experience
Ameriprise Financial advisors February 1993 - November 2009
H&R Block Financial Advisors 1993 - 2009
olde discount 1993 - 2009
Adler Coleman Inc. November 1986 - September 1987
Skills
Series 7, Options, Equities, Securities, Trading, Series 63, Investment Advisory, FINRA, Equity Trading, Investments, Alternative Investments, Series 24, Mutual Funds, Technical Analysis, Trading Systems, Financial Markets, Stocks, Asset Allocation, ETFs, Hedging, Equity Derivatives, Trading Strategies, Electronic Trading, Proprietary Trading, Bonds, Investment Strategies, Fixed Income, Compliance, Excel, Derivatives, Capital Markets, Customer Relations, Traders
Education
University of Detroit Mercy 1980 — 1985
bachelor of science, business administration
Ameriprise Financial advisors February 1993 - November 2009
H&R Block Financial Advisors 1993 - 2009
olde discount 1993 - 2009
Adler Coleman Inc. November 1986 - September 1987
Skills
Series 7, Options, Equities, Securities, Trading, Series 63, Investment Advisory, FINRA, Equity Trading, Investments, Alternative Investments, Series 24, Mutual Funds, Technical Analysis, Trading Systems, Financial Markets, Stocks, Asset Allocation, ETFs, Hedging, Equity Derivatives, Trading Strategies, Electronic Trading, Proprietary Trading, Bonds, Investment Strategies, Fixed Income, Compliance, Excel, Derivatives, Capital Markets, Customer Relations, Traders
Education
University of Detroit Mercy 1980 — 1985
bachelor of science, business administration
Lou Deregi's H&R Block Financial Advisors Experience 1997 - 2008
Job Corporate Registered Principal Centralized Supervision Unit / Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2010 - Present
Ameriprise Advisor Services December 2006 - January 2010
Ameriprise Advisor Services January 2000 - December 2008
H&R Block Financial Advisors 1997 - 2008
Olde Financial 1996 - 2000
Skills
Series 24, Series 7, Series 65, FINRA, Series 63, Securities, Mutual Funds, Investment Advisory, Bonds, Wealth Management
Education
University of Detroit Mercy School of Law
General Civil Mediator Training, Wayne Mediation Center
University of Michigan
Bachelor of Arts, Economics & Sociology
Ameriprise Financial Services, Inc. January 2010 - Present
Ameriprise Advisor Services December 2006 - January 2010
Ameriprise Advisor Services January 2000 - December 2008
H&R Block Financial Advisors 1997 - 2008
Olde Financial 1996 - 2000
Skills
Series 24, Series 7, Series 65, FINRA, Series 63, Securities, Mutual Funds, Investment Advisory, Bonds, Wealth Management
Education
University of Detroit Mercy School of Law
General Civil Mediator Training, Wayne Mediation Center
University of Michigan
Bachelor of Arts, Economics & Sociology
Brian Kilczewski's H&R Block Financial Advisors Experience 1993 - 2010
Job Branch Manager | First Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2014 - Present
Ziegler Wealth Management April 2013 - March 2014
Ameriprise Financial Services, Inc. April 2012 - March 2013
Morgan Stanley April 2010 - April 2012
H&R Block Financial Advisors 1993 - 2010
Skills
Recruiting, Business Development, Sales Management, Change Management, Finance, Financial Services, Asset Allocation, Financial Advisory, Fixed Annuities, Fixed Income, Bonds, Insurance, Florida Health, Life &...
Education
University of Pennsylvania - The Wharton School 2003 — 2003
Executive Leadership Program
Wells Fargo Advisors, LLC March 2014 - Present
Ziegler Wealth Management April 2013 - March 2014
Ameriprise Financial Services, Inc. April 2012 - March 2013
Morgan Stanley April 2010 - April 2012
H&R Block Financial Advisors 1993 - 2010
Skills
Recruiting, Business Development, Sales Management, Change Management, Finance, Financial Services, Asset Allocation, Financial Advisory, Fixed Annuities, Fixed Income, Bonds, Insurance, Florida Health, Life &...
Education
University of Pennsylvania - The Wharton School 2003 — 2003
Executive Leadership Program
Jo Nugent's H&R Block Financial Advisors Experience January 1991 - Present
Job University of Phoenix
Industry Education Management
Experience
University of Phoenix RealtorAmerican Allstar RealtyMay 1999 - Present
H&R Block Financial Advisors January 1991 - Present
Education
University of Phoenix 2005 — 2009
Bachelors, Human Service
University of Phoenix 2005 — 2009
Bachelors, Human Service
University of Phoenix 2005 — 2008
Associates
University of Phoenix RealtorAmerican Allstar RealtyMay 1999 - Present
H&R Block Financial Advisors January 1991 - Present
Education
University of Phoenix 2005 — 2009
Bachelors, Human Service
University of Phoenix 2005 — 2009
Bachelors, Human Service
University of Phoenix 2005 — 2008
Associates
Patti Cleland's H&R Block Financial Advisors Experience February 1994 - December 2004
Job Financial Analyst at Dialog Direct
Industry Accounting
Experience
Dialog Direct December 2014 - Present
Dialog Direct November 2013 - December 2014
InStar Services Group August 2010 - June 2013
USA Switch/OEM Components October 2008 - April 2009
H&R Block Financial Advisors February 1994 - December 2004
Education
Wayne State University 1992 — 1996
MBA, Finance
University of Michigan 1986 — 1990
BGS, Accounting
Dialog Direct December 2014 - Present
Dialog Direct November 2013 - December 2014
InStar Services Group August 2010 - June 2013
USA Switch/OEM Components October 2008 - April 2009
H&R Block Financial Advisors February 1994 - December 2004
Education
Wayne State University 1992 — 1996
MBA, Finance
University of Michigan 1986 — 1990
BGS, Accounting
Sue Sieg's H&R Block Financial Advisors Experience September 2002 - October 2009
Job Financial Advisor at Ameriprise
Industry Financial Services
Experience
Ameriprise October 2009 - Present
H&R Block Financial Advisors September 2002 - October 2009
Raymond James Financial Inc. September 1998 - August 2002
Education
University of Florida 1970 — 1974
BS, Education
Ameriprise October 2009 - Present
H&R Block Financial Advisors September 2002 - October 2009
Raymond James Financial Inc. September 1998 - August 2002
Education
University of Florida 1970 — 1974
BS, Education
Michael Bistromowitz's H&R Block Financial Advisors Experience August 2001 - June 2002
Job Director Balance Sheet Modeling at GE Capital
Industry Banking
Experience
GE Capital January 2015 - Present
TD July 2013 - January 2015
ING DIRECT USA April 2007 - July 2012
ING DIRECT USA July 2006 - March 2007
ING DIRECT USA March 2005 - June 2006
ING DIRECT USA June 2004 - February 2005
ING DIRECT USA May 2003 - May 2004
ING DIRECT USA August 2002 - April 2003
H&R Block Financial Advisors August 2001 - June 2002
Skills
Banking, ALM, Market Risk, QRM, Interest Rate Risk, Risk Management, Financial Modeling, Loans, Mortgage Lending, Liquidity Management, Credit Risk, Retail Banking, Credit, Financial Risk, Portfolio Management, Financial Analysis, Interest Rate Risk..., Bloomberg, Derivatives, Liquidity Risk, Capital Markets, Basel II, Finance, Fixed Income, Credit Analysis, Equities, Strategic Financial..., Treasury
Education
University of Delaware
Bachelor of Science, Business Administration; Finance; Economics; MIS
GE Capital January 2015 - Present
TD July 2013 - January 2015
ING DIRECT USA April 2007 - July 2012
ING DIRECT USA July 2006 - March 2007
ING DIRECT USA March 2005 - June 2006
ING DIRECT USA June 2004 - February 2005
ING DIRECT USA May 2003 - May 2004
ING DIRECT USA August 2002 - April 2003
H&R Block Financial Advisors August 2001 - June 2002
Skills
Banking, ALM, Market Risk, QRM, Interest Rate Risk, Risk Management, Financial Modeling, Loans, Mortgage Lending, Liquidity Management, Credit Risk, Retail Banking, Credit, Financial Risk, Portfolio Management, Financial Analysis, Interest Rate Risk..., Bloomberg, Derivatives, Liquidity Risk, Capital Markets, Basel II, Finance, Fixed Income, Credit Analysis, Equities, Strategic Financial..., Treasury
Education
University of Delaware
Bachelor of Science, Business Administration; Finance; Economics; MIS
Christopher Pienta's H&R Block Financial Advisors Experience January 2000 - December 2008
Job IT Manager Ascension Information Services
Industry Information Technology and Services
Experience
Michigan First Credit Union January 2012 - October 2012
Michigan Schools and Government Credit Union February 2011 - August 2011
Ascension Health Information Services October 2010 - February 2011
Ameriprise Financial Services, Inc. January 2000 - November 2009
H&R Block Financial Advisors January 2000 - December 2008
Skills
Active Directory, Windows 7, System Administration, Disaster Recovery, Windows Server, Group Policy, Network Administration, DNS, XP, SharePoint, DHCP, Computer Hardware, Microsoft Exchange, Microsoft SQL Server, Visio, Servers, Blackberry, Windows, Troubleshooting, Vendor Management, Security, Blackberry Enterprise..., Integration, Operating Systems, Technical Support, Hardware, Software Installation, System Deployment, Process Improvement, Windows XP
Education
University of Massachusetts Lowell
Information Technology
Microsoft Certified
Michigan First Credit Union January 2012 - October 2012
Michigan Schools and Government Credit Union February 2011 - August 2011
Ascension Health Information Services October 2010 - February 2011
Ameriprise Financial Services, Inc. January 2000 - November 2009
H&R Block Financial Advisors January 2000 - December 2008
Skills
Active Directory, Windows 7, System Administration, Disaster Recovery, Windows Server, Group Policy, Network Administration, DNS, XP, SharePoint, DHCP, Computer Hardware, Microsoft Exchange, Microsoft SQL Server, Visio, Servers, Blackberry, Windows, Troubleshooting, Vendor Management, Security, Blackberry Enterprise..., Integration, Operating Systems, Technical Support, Hardware, Software Installation, System Deployment, Process Improvement, Windows XP
Education
University of Massachusetts Lowell
Information Technology
Microsoft Certified
Michal Wojciechowski's H&R Block Financial Advisors Experience March 2002 - April 2004
Job Trading risk analyst
Industry Financial Services
Experience
AssetMark September 2006 - Present
H&R Block Financial Advisors March 2002 - April 2004
Skills
Program Management, Microsoft Office, Process Improvement, Securities, Investments, Public Relations, Series 6, Operations Management, APL, Asset Allocation, Management, Analysis, Project Management
Education
UC Davis 1999 — 2001
BS, International Relations
University of California, Davis 1999 — 2001
Bachelor's degree, International Relations and Affairs
AssetMark September 2006 - Present
H&R Block Financial Advisors March 2002 - April 2004
Skills
Program Management, Microsoft Office, Process Improvement, Securities, Investments, Public Relations, Series 6, Operations Management, APL, Asset Allocation, Management, Analysis, Project Management
Education
UC Davis 1999 — 2001
BS, International Relations
University of California, Davis 1999 — 2001
Bachelor's degree, International Relations and Affairs
Cesar Vivanco's H&R Block Financial Advisors Experience August 1998 - April 2003
Job Network Design Engineer / Project Manager at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company October 2003 - Present
H&R Block Financial Advisors August 1998 - April 2003
Education
Universidade Federal do Paraná
Telecommunications Engineer, Telecommunications
Ford Motor Company October 2003 - Present
H&R Block Financial Advisors August 1998 - April 2003
Education
Universidade Federal do Paraná
Telecommunications Engineer, Telecommunications
Richard Abernathy's H&R Block Financial Advisors Experience June 2000 - November 2002
Job AML Compliance Officer at Consulting Services Support Corporation
Industry Financial Services
Experience
Consulting Services Support Corporation July 2014 - Present
Consulting Services Support Corporation June 2010 - Present
Ameriprise Financial Services, Inc. June 2007 - October 2009
H&R Block Financial Advisors Inc November 2002 - June 2007
H&R Block Financial Advisors June 2000 - November 2002
OLDE Discount Corporation August 1998 - June 2000
Education
Our Lady of Mount Carmel High School
Our Lady of Mount Carmel High School
University of Michigan
Bachelor of Arts, Economics
Consulting Services Support Corporation July 2014 - Present
Consulting Services Support Corporation June 2010 - Present
Ameriprise Financial Services, Inc. June 2007 - October 2009
H&R Block Financial Advisors Inc November 2002 - June 2007
H&R Block Financial Advisors June 2000 - November 2002
OLDE Discount Corporation August 1998 - June 2000
Education
Our Lady of Mount Carmel High School
Our Lady of Mount Carmel High School
University of Michigan
Bachelor of Arts, Economics
Cordell Breaux's H&R Block Financial Advisors Experience January 1997 - January 1999
Job Sr. Account Executive at BitTorrent, Inc.
Industry Marketing and Advertising
Experience
BitTorrent, Inc. August 2015 - Present
Infolinks, Inc. May 2012 - January 2015
Anchovy Unlimited January 2007 - September 2011
Vendare Media January 2006 - January 2007
ValueClick February 2005 - November 2005
411 Web My City.com August 2004 - February 2005
PriceGrabber.com December 2001 - June 2004
Nuper Technology January 1999 - September 2001
H&R Block Financial Advisors January 1997 - January 1999
Skills
Business Development, Affiliate Marketing, Sales, SEM, PPC, Online Advertising
Education
University of Southern California 1992 — 1996
B.S, Business Administration
Fremont High School
Fremont High School
University of Southern California
Bachelor of Business Administration (B.B.A.), Finance, General
BitTorrent, Inc. August 2015 - Present
Infolinks, Inc. May 2012 - January 2015
Anchovy Unlimited January 2007 - September 2011
Vendare Media January 2006 - January 2007
ValueClick February 2005 - November 2005
411 Web My City.com August 2004 - February 2005
PriceGrabber.com December 2001 - June 2004
Nuper Technology January 1999 - September 2001
H&R Block Financial Advisors January 1997 - January 1999
Skills
Business Development, Affiliate Marketing, Sales, SEM, PPC, Online Advertising
Education
University of Southern California 1992 — 1996
B.S, Business Administration
Fremont High School
Fremont High School
University of Southern California
Bachelor of Business Administration (B.B.A.), Finance, General
Igor Shteyn's H&R Block Financial Advisors Experience February 1999 - May 2001
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management July 2007 - Present
Charles Schwab April 2004 - March 2007
Wells Fargo Advisors April 2003 - March 2004
H&R Block Financial Advisors February 1999 - May 2001
Skills
Product Management, Business Development, Risk Management, Operations Management, Trading, Trading Systems, Sales, Executive Advisory..., Capital Markets, Corporate Development, 10b5-1 Plans, Precious Metals, Risk Assessment, Product Development, Vendor Management, Contract Negotiation, Business Strategy, Business Analysis, Client Relations Skills, Financial Advisory, Venture Capital, Hedging, Concentrated Stock..., New Vendor Development, System Design
Education
University of North Florida 1994 — 1998
Bachelor of Business Administration (BBA), Finance, Graduated with Honors
UBS Wealth Management July 2007 - Present
Charles Schwab April 2004 - March 2007
Wells Fargo Advisors April 2003 - March 2004
H&R Block Financial Advisors February 1999 - May 2001
Skills
Product Management, Business Development, Risk Management, Operations Management, Trading, Trading Systems, Sales, Executive Advisory..., Capital Markets, Corporate Development, 10b5-1 Plans, Precious Metals, Risk Assessment, Product Development, Vendor Management, Contract Negotiation, Business Strategy, Business Analysis, Client Relations Skills, Financial Advisory, Venture Capital, Hedging, Concentrated Stock..., New Vendor Development, System Design
Education
University of North Florida 1994 — 1998
Bachelor of Business Administration (BBA), Finance, Graduated with Honors
Eric Vospette's H&R Block Financial Advisors Experience 2005 - 2008
Job Financial Advisor Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2008 - Present
H&R Block Financial Advisors 2005 - 2008
Oppenheimer & Co., Inc. 1997 - 2005
Principal Financial Securities 1992 - 1997
Education
Missouri State University 1989 — 1991
Bachelor of Science (B.S.), Finance/ Financial Management
University of Missouri-Kansas City 1987 — 1989
Finance
Ameriprise Financial Services, Inc. 2008 - Present
H&R Block Financial Advisors 2005 - 2008
Oppenheimer & Co., Inc. 1997 - 2005
Principal Financial Securities 1992 - 1997
Education
Missouri State University 1989 — 1991
Bachelor of Science (B.S.), Finance/ Financial Management
University of Missouri-Kansas City 1987 — 1989
Finance
Leif Keller's H&R Block Financial Advisors Experience September 2001 - March 2003
Job Underwriter / Surplus Lines Underwriter at Deans & Homer
Industry Insurance
Experience
Deans & Homer March 2003 - Present
H&R Block Financial Advisors September 2001 - March 2003
Skills
Insurance, Property & Casualty..., Inland Marine, Liability, Property Claims, Claims Handling, Building Inspections, Casualty, Commercial Insurance, New Business Development, Underwriting, Marketing Strategy, Professional Liability, Disability Insurance
Education
University of San Diego 1997 — 2001
Bachelor of Business Administration (B.B.A.)
Deans & Homer March 2003 - Present
H&R Block Financial Advisors September 2001 - March 2003
Skills
Insurance, Property & Casualty..., Inland Marine, Liability, Property Claims, Claims Handling, Building Inspections, Casualty, Commercial Insurance, New Business Development, Underwriting, Marketing Strategy, Professional Liability, Disability Insurance
Education
University of San Diego 1997 — 2001
Bachelor of Business Administration (B.B.A.)
Thanasi Tomaras's H&R Block Financial Advisors Experience February 1996 - July 2004
Job First VP Investments at Fulcrum Securities
Industry Financial Services
Experience
Fulcrum Securities March 2012 - Present
Morgan Stanley July 2004 - March 2012
H&R Block Financial Advisors February 1996 - July 2004
Skills
Series 7, Series 65, Series 63, Stocks, Licensed Life & Health..., Bonds, Indexing, Portfolio Management, Equity Research, Capital Markets, 401k, 401k Rollovers, Series 24, Retirement Planning, Life Insurance, Financial Advisory, Financial Planning
Education
University of Florida 1988 — 1993
Bachelor of Science (B.S.), Chemistry
Fulcrum Securities March 2012 - Present
Morgan Stanley July 2004 - March 2012
H&R Block Financial Advisors February 1996 - July 2004
Skills
Series 7, Series 65, Series 63, Stocks, Licensed Life & Health..., Bonds, Indexing, Portfolio Management, Equity Research, Capital Markets, 401k, 401k Rollovers, Series 24, Retirement Planning, Life Insurance, Financial Advisory, Financial Planning
Education
University of Florida 1988 — 1993
Bachelor of Science (B.S.), Chemistry
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY