Becky Shulman
Chairman at PATHWARD FINANCIAL, INC.
Net worth: 1 M $ as of 30/03/2024
Profile
Becky S.
Shulman is currently the Chairman at Pathward Financial, Inc., the Vice Chairman at Pathward NA, and the Chief Operating & Financial Officer at Card Compliant LLC.
Previously, she held positions as the Deputy Chief Financial Officer & Managing Director at LPL Financial LLC, the Chief Financial Officer, Treasurer & Director at H&R Block Bank, and the Chief Financial Officer, Treasurer & Senior VP at H&R Block, Inc. She also served as the Chief Investment Officer at US Central Credit Union.
Ms. Shulman obtained an undergraduate degree from Eastern Illinois University and an MBA from the University of Illinois.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
PATHWARD FINANCIAL, INC.
0.10% | 29/02/2024 | 26,499 ( 0.10% ) | 1 M $ | 30/03/2024 |
Becky Shulman active positions
| Companies | Position | Start |
|---|---|---|
| PATHWARD FINANCIAL, INC. | Chairman | - |
Card Compliant LLC
 Card Compliant LLC Miscellaneous Commercial ServicesCommercial Services Card Compliant LLC provides technology solutions for administering card programs. The firm engineers compliance at the design, implementation, and operational phases of a card program to enhance program value and reduce non-compliance risk. It addresses subjects, providing technology-supported solutions to the regulatory, legal, and accounting challenges encountered in card programs. The company was founded by Philip C. Rouse and Dave H. Hill is headquartered in Kansas City, MO. | Director of Finance/CFO | 09/04/2012 |
Pathward NA
 Pathward NA Regional BanksFinance Pathward NA operates as commercial chartered bank. It provides debit card usage services, The company was founded in 1954 by Stanley H. Haahr and is headquartered in Storm Lake, IA. | Director/Board Member | 29/09/2016 |
Former positions of Becky Shulman
| Companies | Position | End |
|---|---|---|
H&R Block Bank
 H&R Block Bank Major BanksFinance H&R Block Bank provides commercial banking services. The company is headquartered in Kansas City, MO. | Director of Finance/CFO | 31/12/2014 |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Director of Finance/CFO | 29/02/2012 |
| H&R BLOCK, INC. | Director of Finance/CFO | 29/04/2010 |
US Central Credit Union
 US Central Credit Union Savings BanksFinance U.S. Central Credit Union operated as a wholesale financial center for the corporate credit unions. It provided liquidity, lending and payment services to the natural person credit unions in the Kansas City area. The firm also offered investment and cash-management products, settlement, funds transfer, safekeeping and custody services. The company was founded in 1974 and was headquartered in Lenexa, KS. | Corporate Officer/Principal | - |
Training of Becky Shulman
| Eastern Illinois University | Undergraduate Degree |
| University of Illinois | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| H&R BLOCK, INC. | Consumer Services |
| PATHWARD FINANCIAL, INC. | Finance |
| Private companies | 5 |
|---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
Card Compliant LLC
Card Compliant LLC Miscellaneous Commercial ServicesCommercial Services Card Compliant LLC provides technology solutions for administering card programs. The firm engineers compliance at the design, implementation, and operational phases of a card program to enhance program value and reduce non-compliance risk. It addresses subjects, providing technology-supported solutions to the regulatory, legal, and accounting challenges encountered in card programs. The company was founded by Philip C. Rouse and Dave H. Hill is headquartered in Kansas City, MO. | Commercial Services |
US Central Credit Union
US Central Credit Union Savings BanksFinance U.S. Central Credit Union operated as a wholesale financial center for the corporate credit unions. It provided liquidity, lending and payment services to the natural person credit unions in the Kansas City area. The firm also offered investment and cash-management products, settlement, funds transfer, safekeeping and custody services. The company was founded in 1974 and was headquartered in Lenexa, KS. | Finance |
Pathward NA
Pathward NA Regional BanksFinance Pathward NA operates as commercial chartered bank. It provides debit card usage services, The company was founded in 1954 by Stanley H. Haahr and is headquartered in Storm Lake, IA. | Finance |
H&R Block Bank
H&R Block Bank Major BanksFinance H&R Block Bank provides commercial banking services. The company is headquartered in Kansas City, MO. | Finance |
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