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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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Mr. Lippold works with client management, in particular ensuring that our clients’ transactions run smoothly through closing. Mr. Lippold holds a bachelor’s degree in financial management from the University of St. Thomas. Mr. Lippold passed the MSRB Series 50 Examination to become a qualified municipal advisor representative and also is currently pursuing his Chartered Alternative Investment Analyst (CAIA) designation, for which he has passed the level 1 exam.
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