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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.
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Dr. Miller serves as the Chief Investment Officer of the Union Square Capital Partners. Previously, Dr. Miller was Head of Manager Research at Nationwide Investment Management Group. Prior to joining Nationwide, Dr. Miller was a financial analyst at The Vanguard Group Inc. and a product manager at Delaware Investments. Dr. Miller holds a Bachelor’s degree in Business from the Pennsylvania State University, an MBA from West Chester University and his PhD from Drexel University’s LeBow School of Business. He also holds the Chartered Financial Analyst Designation (CFA).
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