![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
Presidente presso
PATHWARD FINANCIAL, INC.
Patrimonio netto: 3 M $ in data 30/06/2026
Profilo
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.
Partecipazioni note in società pubbliche
| Società | Data | Numero di azioni | Valutazione | Data di valutazione |
|---|---|---|---|---|
| 24/02/2026 | 30.099 ( 0,14% ) | 3 M $ | 30/06/2026 |
Posizioni attive di Becky Shulman
| Società | Posizione | Inizio |
|---|---|---|
| PATHWARD FINANCIAL, INC. | Presidente | - |
Card Compliant LLC
 Card Compliant LLC Miscellaneous Commercial ServicesCommercial Services Provides support and administrative services gift card and prepaid programs | Presidente | - |
Pathward NA
 Pathward NA Major BanksFinance Operates as a national commercial bank | Presidente | 01/02/2024 |
Precedenti posizioni note di Becky Shulman
| Società | Posizione | Fine |
|---|---|---|
H&R Block Bank
 H&R Block Bank Major BanksFinance Provides commercial banking services | Direttore Finanziario/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. | Direttore Finanziario/CFO | 01/03/2012 |
| H&R BLOCK, INC. | Direttore Finanziario/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 | - |
Formazione di Becky Shulman
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
38
Relazioni di 1° grado
9
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
