Stosh Perkowski Email & Phone Number

Pittsburgh, Pa, Us

Pittsburgh Pa

Pittsburgh, Pennsylvania, United States

Supervised safety, docking, unloading, and loading of inbound and outbound tractor-trailers on-site. Coordinated the waves of vans moving onto the loading ramp for load-out, managed the safety of the load-out, and ensured the timely departure of each wave for timely package delivery.

Pittsburgh, Pennsylvania, United States

Grew a financial services practice. Built wealth for clients and created financial plans for them to live incomfort throughout retirement using the latest client-centric tools and technology.- Gathered new clients and assets via referrals- Conducted informational and relationship building seminars and events.- Participated in multiple beta test rollouts of the newest tools and technology.- Focused work as a financial advisor.

Sewickley, Pa

Functioned as Assistant Branch Office Manager- Functioned as the branch technology point person.- Coordinated office events and training.- Assisted with trade supervision, compliance reviews, and audits.- Refocused work as a financial advisor.

Cranberry Twp, Pa

Assisted the orderly dissolution of the TPFA program, closed due to the merger of H&R Block FinancialAdvisors into Ameriprise.- Continued to supervise as the TPFA team achieved top monthly production in the nation twice in thisperiod.- Coordinated with the local team of Tax Professional Financial Advisors to move their practices to otherclearing firms.- Continued limited work as a financial advisor.

Cranberry Twp, Pa

Promoted to be the Ohio Valley Regional TPFA Manager and Associate Vice President, having beenassigned all Tax Professional Financial Advisors in this region.- Key member redesigning the national TPFA Program for efficiency, productivity, and compliance.- Led one of the top two producing teams in the nation.- Achieved the best audit and compliance record in the program – 4 consecutive perfect annual audits.- Continued limited work as a financial advisor.

Coraopolis, Pa

Managed the Pittsburgh branch office of H&R Block Financial Advisors and was assigned TPFAs in western New York and western Pennsylvania.- Recruited, trained, and supervised financial advisors from local colleges and from competing firms.- Assigned a group of tax professionals throughout western Pennsylvania who were untrained asfinancial advisors.- - - Created a curriculum to train.- - - Created a supervisory infrastructure to manage multiple remote offices under NASDR/NYSEREG rules.- - - Encouraged, supported, and occasionally terminated unproductive TPFAs.- Coordinated with local H&R Block tax offices for cross-service.- - - Achieved the largest cross-service referral from H&R Block to HRBFA in the Ohio Valley 2002.- - - Nominated to Best Practices Cross-Services Consultant for the Ohio Valley Region for fouryears.- Continued limited work as a financial advisor.

Pittsburgh, Pa

Continued to manage the Pittsburgh branch location after OLDE Discount Stockbrokers was acquired byH&R Block.- Recruited, trained, and supervised financial advisors from local colleges and from competing firms.- Instituted the cross-service program in western Pennsylvania, with coordination with the districtmanagers of the local H&R Block tax offices for cross-service.

Bachelor Of Science, Management

Education record