Experience

HD Vest Financial Services

• United States
• Financial Services
• 100 - 200 Employee

• Registered Representative, Series 7 and Series 6 and 63 licensed

  • Jan 1998 - Present

  I have assisted clients in creating and investing retirement and savings portfolios. I have served clients through many different economic eras: the growth years of the 1990s, the declines of the early 2000s, the slow growth of the 2010s, and the current economic boom. I have experience, vision, and exceptional customer service. I have assisted clients in creating and investing retirement and savings portfolios. I have served clients through many different economic eras: the growth years of the 1990s, the declines of the early 2000s, the slow growth of the 2010s, and the current economic boom. I have experience, vision, and exceptional customer service.



H&R Block

• Wasilla, Alaska

• Tax professional, EA, MBA

  • Aug 2015 - Present

  I prepare complex tax returns for hundreds of clients, including many businesses. I also communicate with the IRS to resolve client issues and assist clients with IRS problems. I also do small business bookkeeping and payroll as well as financial planning and investing. I recently sold my H&R Block Franchise to the corporation, and I now work as a tax professional. I prepare complex tax returns for hundreds of clients, including many businesses. I also communicate with the IRS to resolve client issues and assist clients with IRS problems. I also do small business bookkeeping and payroll as well as financial planning and investing. I recently sold my H&R Block Franchise to the corporation, and I now work as a tax professional.



H&R Block Franchise

• Wasilla and Palmer, Alaska

• Franchisee

  • Dec 1990 - Aug 2015

  I owned and operated four offices in Wasilla, Alaska; served 10,000 clients annually. Managed 50 employees. My franchise has placed in the Top 100 Franchises by H&R Block many times, as recently as 2015. Additionally, my franchise was runner up Franchisee of the Year in 2008. Since buying the franchise I have grown the revenues and clients by a factor of more than 10, and I increased revenues every year, twenty-five years in a row. My H&R Block market penetration of prepared retuns was very high, much higher than the national average. I attribute our consistent client and revenue growth to exceptional customer service and careful operation management. I recruit, train and retain employees (many have been with me for more than 20 years), secure real estate, manage computer systems, liaison with the corporation, provide local marketing. In addition to running the business I prepare taxes and provide tax consulting for my clients. My franchise offices have a high level of credibility with the IRS, a result of our knowledge, integrity and excellent work. 1990 to 2015 Show less



National Bank of Alaska

• Alaska

• Branch Manager

  • 1989 - 1991

  Grew the Palmer branch's bank portfolio by 25% in the short time I led the office. Provided lending services to the Palmer and Ketchikan areas, including mortgages and real estate refinancing. Inspected, evaluated and secured collateral. Managed operations, maintained and developed valuable client relationships. Managed staff. 1989 to 199 Grew the Palmer branch's bank portfolio by 25% in the short time I led the office. Provided lending services to the Palmer and Ketchikan areas, including mortgages and real estate refinancing. Inspected, evaluated and secured collateral. Managed operations, maintained and developed valuable client relationships. Managed staff. 1989 to 199



Mabon, Nugent & Co

• 115 Broadway, New York, New York

• Options Trader

  • 1989 - 1989

  Analyzed oil and gold markets. Audited options portfolios daily for the equity trading desk. Provided computer support to balance and track portfolios. 1987 Analyzed oil and gold markets. Audited options portfolios daily for the equity trading desk. Provided computer support to balance and track portfolios. 1987



BP

• Anchorage, Alaska

• Computer Scientist

  • 1988 - 1989

  Maintained the Prudhoe and Endicott SCADA systems which track oil flow and recovery from those fields, and which generate reports used by reservoir engineering, accounting, and senior management. Wrote the Waterflood system which provides engineering with water and miscible gas injection data. This data is used to enhance oil recovery and increase well productivity. Maintained the Prudhoe and Endicott SCADA systems which track oil flow and recovery from those fields, and which generate reports used by reservoir engineering, accounting, and senior management. Wrote the Waterflood system which provides engineering with water and miscible gas injection data. This data is used to enhance oil recovery and increase well productivity.



Chicago Board of Trade Economic Analysis and Planning Research

• Chicago, Illinois

• Research Assistant

  • 1986 - 1987

  Worked as part of a research team to obtain the Commodity Futures Trading Commission’s approval to trade certain agricultural options. Wrote economic analysis software. Worked as part of a research team to obtain the Commodity Futures Trading Commission’s approval to trade certain agricultural options. Wrote economic analysis software.



BMO Harris Bank

• Chicago, Illinois

• Options Strategist

  • 1986 - 1986

  Wrote analysis software for futures markets and provided other computer support. Harris Bank used this software for marketing targeting large money center banks and other institutional clients worldwide. Wrote analysis software for futures markets and provided other computer support. Harris Bank used this software for marketing targeting large money center banks and other institutional clients worldwide.