![Becky Shulman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Becky Shulman
Président chez
PATHWARD FINANCIAL, INC.
Fortune : 2 M $ au 31/08/2026
Profil
Becky S.
Shulman is currently Chairman at Pathward Financial, Inc. since 2016, Chairman at Pathward NA since 2024, and President at Card Compliant LLC since 2012.
Former roles include Deputy Chief Financial Officer & Managing Director at LPL Financial LLC from 2011 to 2012, Chief Financial Officer, Treasurer & Director at H&R Block Bank from 2009 to 2015, Chief Financial Officer, Treasurer & Senior VP at H&R Block, Inc. from 2001 to 2010, and Chief Investment Officer at US Central Credit Union.
Education includes undergraduate studies at Eastern Illinois University and an MBA from the University of Illinois.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
PATHWARD FINANCIAL, INC. 0,15 % | 04/09/2026 | 30 499 ( 0,15 % ) | 2 M $ | 31/08/2026 |
Postes actifs de Becky Shulman
| Sociétés | Poste | Début |
|---|---|---|
| PATHWARD FINANCIAL, INC. | Président | - |
Card Compliant LLC
 Card Compliant LLC Miscellaneous Commercial ServicesCommercial Services Provides support and administrative services gift card and prepaid programs | President | - |
Pathward NA
 Pathward NA Major BanksFinance Operates as a national commercial bank | Président | 01/02/2024 |
Anciens postes connus de Becky Shulman
| Sociétés | Poste | Fin |
|---|---|---|
H&R Block Bank
 H&R Block Bank Major BanksFinance Provides commercial banking services | Directeur Financier/CFO | 01/01/2015 |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Directeur Financier/CFO | 01/03/2012 |
| H&R BLOCK, INC. | Directeur Financier/CFO | 30/04/2010 |
US Central Credit Union
 US Central Credit Union Savings BanksFinance Provides funding, investment and payment services to corporate credit unions | Corporate Officer/Principal | - |
Formation de Becky Shulman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
40
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
H&R Block, Inc.
 H&R Block, Inc. Other Consumer ServicesConsumer Services Provides tax, mortgage and financial services | Consumer Services |
Pathward Financial, Inc.
 Pathward Financial, Inc. Major BanksFinance Operates as a bank holding company through its subsidiaries provides banking services | Finance |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Finance |
Card Compliant LLC
Card Compliant LLC Miscellaneous Commercial ServicesCommercial Services Provides support and administrative services gift card and prepaid programs | Commercial Services |
US Central Credit Union
US Central Credit Union Savings BanksFinance Provides funding, investment and payment services to corporate credit unions | Finance |
Eastern Illinois University
 Eastern Illinois University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pathward NA
Pathward NA Major BanksFinance Operates as a national commercial bank | Finance |
H&R Block Bank
H&R Block Bank Major BanksFinance Provides commercial banking services | Finance |
