HD Vest Brings Together Over 1,500 Independent Financial Advisors, Experts and Industry Thought Leaders at CONNECT2017
Ms. Proctor, 60, is the former Chief Financial Officer of TIAA-CREF, serving in that position from 2006 to 2010. Prior to joining TIAA-CREF, Ms. Proctor served as Executive Vice President of Golden West Financial Corporation from 2003 to 2005. Earlier in her career, Ms. Procter served as Chief Financial Officer and as a director during an 18-year career at Bechtel, and prior to that she served as finance director of certain divisions of The Walt Disney Company. Ms. Proctor currently serves on the Boards of Directors of Redwood Trust, Och-Ziff Capital Management Group and SunEdison, Inc., and previously served on the Board of Kaiser Aluminum Corporation. She holds a Bachelor of Science in Business Management from the University of South Dakota and an M.B.A. from California State University East Bay.
Mr. Aldrich, 47, has been the Chief Product Officer at GoDaddy, Inc. since January 2016, and he previously served as their Senior Vice President, Business Applications beginning in 2012. Before joining GoDaddy, Mr. Aldrich served in various senior management roles at Intuit, Inc. from 1996 through 2008 including Vice President of Strategy and Innovation for the small business division. Mr. Aldrich also served as CEO of Outright Inc., an online bookkeeping service, from 2011 to 2012 when it was acquired by GoDaddy, and as CEO of Posit Science Corporation, a software and services company, from 2008 to 2011. Mr. Aldrich holds a Bachelor of Arts in Physics from the University of North Carolina and an M.B.A. from Stanford University.
Lance Dunn has more than 28 years of experience in the tax preparation industry, serving most recently as CEO of the TaxACT business prior to its acquisition by Blucora in January 2012. Dunn co-founded the TaxACT business in 1998. Before that, he was vice president of Software Development at Parsons Technology, Inc., where he played a significant role in the development and growth of Parsons' tax program, Personal Tax Edge. He previously served as an accountant for Ernst & Young and TLS, Inc. Dunn is an alumnus of Coe College and is a Certified Public Accountant. He also serves on the Board of Directors for the Entrepreneurial Development Center, a community sponsored non-profit business accelerator in Cedar Rapids, Iowa.