Driving business results by developing new service models, implementing the 4 Disciplines of Execution company wide, managing corporate financials, manage organizational technology platforms, and overseeing the creation of a new learning management system, including content creation.

* Owned/Operated up to 13 H&R Block offices, with ~100 employees, serving >12,000 clients with tax, accounting and bookkeeping, in Missouri and Kansas. * Participated in multiple pilot programs from corporate, several of which were nationally deployed.* Developed multiple creative initiatives within my own network of offices that resulted in client growth, cost cutting, employee recruitment/retention, client experience improvement, marketing initiatives, and more. * Acquired and… Show more * Owned/Operated up to 13 H&R Block offices, with ~100 employees, serving >12,000 clients with tax, accounting and bookkeeping, in Missouri and Kansas. * Participated in multiple pilot programs from corporate, several of which were nationally deployed.* Developed multiple creative initiatives within my own network of offices that resulted in client growth, cost cutting, employee recruitment/retention, client experience improvement, marketing initiatives, and more. * Acquired and integrated 7 independent tax/accounting practices into my H&R Block system. * Earned a national “Top-100” award 4 times during tenure. * Elected to a 3-year term on the Franchise Leadership Council, representing 12-states and nearly ~400 franchisees to our corporate office. * Regularly visited Washington D.C. to discuss with various congress members industry related issues. Show less

* Project Manager that developed the Business Services program, which provided the franchise community an H&R Block branded service model to offer bookkeeping and payroll to their clients (>$10 million in annual revenue to H&R Block, Inc)* Project Manager with H&R Block’s Mergers & Acquisitions group to develope the Assisted Acquisition program for the franchise community, which helped local franchisees acquire independent tax businesses and integrate into their local franchise office… Show more * Project Manager that developed the Business Services program, which provided the franchise community an H&R Block branded service model to offer bookkeeping and payroll to their clients (>$10 million in annual revenue to H&R Block, Inc)* Project Manager with H&R Block’s Mergers & Acquisitions group to develope the Assisted Acquisition program for the franchise community, which helped local franchisees acquire independent tax businesses and integrate into their local franchise office. * Continued to be promoted within department to project manage Company Acquisitions, Franchise Conversions, Refranchise, Franchise Combo-Conversions and Buy-Back transactions. As my experience grew, so did deal size responsibilities. * Corporate liaison to our sister brand, ExpressTax, who were headquartered in Jacksonville, FL. * Eventually promoted to Manager of all Project Managers within the Mergers & Acquisitions department. Show less

Managed a 5 person team for a fee-based investment advisory firm.