Becky Shulman

Chairman at PATHWARD FINANCIAL, INC.

Net worth: 2 M $ as of 30/05/2026

62 year

58 connections

Finance

Consumer Services

Commercial Services

Profile

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.

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
PATHWARD FINANCIAL, INC. 0.14%	23/02/2026	30,099 ( 0.14% )	2 M $	30/05/2026

Becky Shulman active positions

Companies	Position	Start
PATHWARD FINANCIAL, INC.	Chairman	-
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	Chairman	31/01/2024

All active positions of Becky Shulman

Former positions of Becky Shulman

Companies	Position	End
H&R Block Bank H&R Block Bank Major BanksFinance Provides commercial banking services	Director of Finance/CFO	31/12/2014
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.	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 Provides funding, investment and payment services to corporate credit unions	Corporate Officer/Principal	-

See the detail of Becky Shulman's experience

Training of Becky Shulman

Experiences
Positions held

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Inactive

Listed companies

Private companies

See the detail of Becky Shulman's experience

Connections

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Members of the board

Executives

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Linked companies

Private companies	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