Forward thinking Business Unit Director with over two decades of proven results in domestic and international leadership experience in generating new business, financial management, marketing, operational oversight and consumer success.
Reporting to the Market Vice President, led the launch of a new brand across 20 States in the Western and Central regions of the United States. Hired and led 9 district managers and 1,500 tax associates. Contributed to the 3 year strategic plan, new business development opportunities and operational execution of H&R Block's high-net worth individuals, corporate and partnership tax and small business consulting.
Directly reported to the President of Tax Operations, accountable for the company and franchise retail network of 300 locations and over 693,000 clients. Led district management staff of 13 and 2,000 tax associates.
Spearheaded retail network of tax services in San Diego, Los Angeles and Hawaii for client experience across 270 company-owned locations and over 360,000 clients. Led District Management staff of 14 and 2,400 tax associates.
TUM Lean Six Sigma - Yellow Belt
Securities licenses held Series 7, 24, 66, life insurance, and variable annuities
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