H&R BLOCK EXECUTIVES

Get to know the members of the H&R Block executive team.

Jeffrey J. Jones II

President and Chief Executive Officer

Jeff Jones became President and Chief Executive Officer on October 9, 2017. Jones brings 28 years of executive management, innovative leadership and operational excellence to the company after having held key roles at top companies in the retail, consumer products, agency and technology industries.

As Uber’s first president of the global ride sharing business, he had accountability for a $20 billion-plus business and operations in over 450 cities and 70 countries. Before Uber, Jones was executive vice president and chief marketing officer for Target from 2012 to 2016, and served as a senior member of the company’s four primary operating groups: core business, strategy and innovation, talent, and risk and reputation. Additionally, he helped lead the brand and business back from the 2013 data breach, and launched a variety of major initiatives that drove traffic, brand affinity and loyalty.

Prior to Target, Jones held executive and leadership roles in various sales, agency and marketing roles with iconic brands such as The Coca-Cola Company, Gap and Leo Burnett, where he served General Motors, Miller Brewing and Procter & Gamble.

Jones currently serves as an advisor to GlaxoSmithKline Consumer Healthcare, The Mayo Clinic, and Brit+Co. Over the years, he has been a member of Young Presidents Organization (YPO); advised early-stage technology companies such as Zoove, Curious Sense and Point Inside; and served various non-profit and industry organizations such as Chicago Children’s Advocacy Center, Durham Academy, The Nasher Museum of Art at Duke University, Coach K Center on Leadership and Ethics at Fuqua Business School, and the Association of National Advertisers. Jones speaks regularly on business transformation, creating modern organizations, ethics and leadership, and crisis management.

He was named “One to Watch” by the Wall Street Journal, “Marketer of the Year” by Mass Market Retailer, “2016 Power Player” by AdAge, “One of the World’s Most Influential CMO’s” by Forbes, and “Top 20 Social CMO’s” by Fortune. His work has been profiled by Harvard Business Review and in the books, Rebuilding Empires, What the New Breed of CMO’s Know That You Don’t, and Chief Marketing Officers At Work.

Jones is a graduate of the University of Dayton and Fork Union Military Academy.

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Tony Bowen

Chief Financial Officer

Tony Bowen was named H&R Block’s Chief Financial Officer May 1, 2016. In this role, Bowen is responsible for leading all financial functions and setting overall financial strategy for the company.

Since joining the company in 2004, Bowen has held many senior leadership roles, most recently as the Vice President of Finance for H&R Block’s U.S. Tax Services division since 2013.

In this position, he was in charge of business planning and analysis, budgeting, forecasting, and acquisitions and development for the 10,000-plus U.S. retail locations. Before that, Bowen was the Vice President and General Manager of H&R Block’s DIY Tax Services business, managing the online, mobile and desktop software products.

Previously, Bowen served in a variety of roles for the company and its subsidiaries, including Assistant Vice President of Corporate Development, Program Director of Finance, Director of Hedging, and Senior Treasury Analyst.

Prior to joining H&R Block, Bowen held positions with American Century Investments and George K. Baum and Company.

Bowen holds a Bachelor of Science degree from the University of Missouri-Columbia, where he majored in Finance / Money and Banking. Bowen is also a CFA Charterholder and member of the CFA Institute.

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Tom Gerke

General Counsel and Chief Administrative Officer

Tom Gerke is General Counsel and Chief Administrative Officer of H&R Block. In this position, he provides leadership for the company’s legal, government relations and compliance functions. Since Gerke joined H&R Block in 2012, at various times he has had additional responsibilities in addition to his current role, including leadership of the human resources function and serving as interim President and Chief Executive Officer.

Gerke brings years of executive, legal and staff management experience to the company, including recent roles in telecom as Executive Vice Chairman for CenturyLink, President and Chief Executive Officer of Embarq, and General Counsel for Embarq with additional responsibilities for its Wholesale Markets business unit. Starting in 1994, he served in various leadership and legal roles at Sprint Corporation, including Executive Vice President, Law and External Affairs. Prior to his service at Sprint, Gerke spent nine years in private legal practice focused primarily on strategic corporate transactions. In addition to telecom and private practice, Gerke previously served as Executive Vice President and General Counsel for YRC Worldwide.

Gerke currently serves as a member of the Board of Directors for Consolidated Communications Holdings, Inc. (NADAQ: CNSL) and TEGP Management, LLC, the general partner of Tallgrass Energy GP, LP (NYSE: TEGP). He serves or has served on several local boards, including Rockhurst University and the Kansas City Local Investment Commission. He earned his Bachelor of Science degree in Business Administration from the University of Missouri in Columbia, his Master of Business Administration degree from Rockhurst University, and his Juris Doctor degree from the University of Missouri School of Law in Kansas City.

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Alan Lowden

Senior Vice President, Chief Information Officer

Alan Lowden is H&R Block’s Chief Information Officer and is responsible for all aspects of technology, information security, and support across six global development sites and 10,000 H&R Block retail offices. Lowden has more than 20 years of leadership experience in product development, software engineering, mobile development, and cloud-based solutions across multiple industries.

Prior to being named Chief Information Officer, Lowden served in a several executive roles at H&R Block, including General Manager of Block Advisors, Vice President of Client Experience, and Vice President of Technology for H&R Block’s retail tax and DIY systems. During his tenure, he led the design, integration, and launch of key systems such as a new tax preparation engine and a customer relationship management platform. These technologies are the foundational elements that enable a seamless, omni-channel experience for H&R Block’s clients.

Before joining H&R Block in 2012, Lowden was the Vice President of Enterprise Government for Lexmark Enterprise Software. He also started a management and technology consulting firm and held several strategic roles with Accenture earlier in his career, where he led solution architecture and development for several large scale digital transformation projects. Lowden is a graduate of the University of Kansas.

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Tiffany Scalzitti Monroe

Chief People Officer

Tiffany Scalzitti Monroe became the Chief People Officer for H&R Block on March 5, 2018, reporting directly to President & CEO Jeff Jones. In this role, she leads H&R Block’s people strategies, including organizational and performance management, talent development, and ensuring the workforce has both the people and organizational capabilities to enable and ultimately deliver company strategy. She works closely with the president and CEO and other senior leaders across the company on programs and initiatives to attract, develop and retain a world-class full-time and seasonal workforce of nearly 90,000.

Monroe has almost two decades of human resources experience. Most recently, at U.S. Foods, headquartered near Chicago in Rosemont, Ill., she served as the chief human resources officer from 2015-17. While there, she focused strongly on talent and culture development, including instituting a formal talent assessment process, formal development programs, and redesigning the company’s incentive programs to better attract and retain great talent.

Prior to her position at U.S. Foods, Monroe was employed at Target Corporation from 2001-15. She served as senior vice president for human resources at Target Canada from 2011-15. Among her achievements, she developed a comprehensive total compensation offering, implemented an innovative program focused on enhanced talent development, and maintained high employee engagement and retention levels by ensuring a positive team culture and working environment. Other key positions held at Target included Vice President of Human Resources from 2010-11 and Director of Human Resources from 2006-10.

Monroe holds a bachelor of arts degree from Indiana University and a juris doctor degree from Pepperdine University School of Law.

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Karen Orosco

Senior Vice President, U.S. Retail

Karen Orosco was appointed as Senior Vice President, U.S. Retail, effective May 1, 2016. In this position, Orosco, who joined H&R Block in 1999, is responsible for driving service delivery of tax services and adjacent products, growing new clients and providing outstanding client service through 10,000 company- and franchise-owned offices across the country, including 350 Block Advisors locations.

Prior to her current role, Orosco was the Vice President of Retail Operations. During her six years in this role, she led the implementation of the company’s new tax preparation system and the redesign of the training and operational functions to better support clients, franchisees and company associates across the country.

During her tenure at H&R Block, Orosco has held a variety of technology, operations and client service positions including serving as Vice President, Information Technology and Vice President, Strategic Sourcing. Her diverse leadership background on major initiatives such as the creation of a new development center and the design of the corporate headquarters in Kansas City has given her an appreciation for the importance of careful planning, disciplined execution, and strong partnership.

Orosco holds a Bachelor of Science degree in Finance from the University of Houston and a Master of Business Administration from the University of Kansas. She received the Henry Bloch Community Service Award in 2012.

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Vinoo Vijay

Chief Marketing Officer

Vinoo Vijay became the Chief Marketing Officer for H&R Block on April 23, 2018, reporting directly to President & CEO Jeff Jones. In this role, he is responsible for all marketing programs, to include brand strategy, product management and client experience, interactive and online experience, creative and advertising, and corporate communications.

Vijay brings over two decades of marketing and digital experience. He most recently served at TD Bank from 2012 to 2017 as Executive Vice President, Chief Marketing Officer and Head of Corporate and Public Affairs, where he was responsible for overseeing all marketing and communication strategies. He also championed and led a national fintech effort to re-craft banking for the Millennial consumer.

From 2008 to 2012, Vijay was Head of Global Brand and Product Marketing at Ally Financial, where he developed the Ally brand and was a key leader in the launch of Ally Bank, a leading digital bank player.

From 2001 to 2008, Vijay served at Bank of America as a marketing executive in several key leadership roles, including leading eCommerce Marketing to achieve double digit online sales and service growth, leading strategy and marketing for the consumer real estate segment, and developing email, onsite and other core relationship marketing capabilities.

Vijay began his career at FedEx in 1994 and served there until 2001. He held a variety of marketing roles, including spearheading the company’s small business loyalty program.

Vijay holds a Master of Business Administration from the University of Illinois at Urbana-Champaign, and a Bachelor of Science from Syracuse University with dual concentrations in advertising and marketing.

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Heather Watts

Senior Vice President, DIY Tax

Heather Watts is Senior Vice President and General Manager of H&R Block’s DIY Tax business. She is directly responsible for all product and business strategy for the company’s growing do-it-yourself tax business. Heather oversees all the development, design, marketing and end-to-end client experience of all H&R Block online, software and mobile tax products and solutions.

Heather has been with H&R Block in various marketing and product development roles since 1997. Prior to leading the DIY tax team, she was Vice President of Digital Client Experience. She also was Director of Product Development where she led all consumer software and online product development for H&R Block’s DIY tax products.

Earlier in her H&R Block career, as Program Director to the Chairman and CEO, she was responsible for managing and coordinating the operational functions of the Executive Department. She worked across department and business unit lines to address strategic, operational and financial issues. Heather also provided assistance with business and strategic planning, communications and general management functions.

Heather earned her degree in communications with an emphasis in marketing from Truman State University. She is a graduate of H&R Block’s The Leadership Experience and completed the UMKC Bloch School of Business Executive Education program.

She currently serves as Executive Committee Member of The Free File Alliance as well as a Board Member on the UMKC Executive Education Advisory Board.

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