Fred Wilner

Experience

• 

  Shipley & Wilner Ltd.

  Sept 1989 - Nov 1995

  Managing Partner

  My law practice consisted of advising & organizing businesses and civil litigation. In addition, I served as Managing Partner, handling all the busines functions for this Chicago law firm.

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  Merit Insurance Company

  Nov 1994 - Nov 1995

  Head of the Legal Dept.

  Managed a legal department for an insurance company while also handling a full caseload of major personal injury claims..

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  Bench Products

  Jul 1995 - Dec 1996

  CFO-General Counsel

  Ran the day-to-day operations of the company; oversaw the customer service, accounting and tax departments and handled all corporate legal issues. On occasion, I would also prepare and present sales presentations.

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  Fred Wilner, JD

  Nov 1995 - now

  Attorney at Law

  I handle a broad range of civil legal matters: advising & organizing businesses; business consulting; wills & trusts; negotiating and drafting contracts, and civil litigation.

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  AXA Equitable

  Oct 1996 - Jun 1997

  Financial Service Representative

  Prepared financial plans for individuals and businesses and suggested investment and retirement strategies.

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  State Farm Insurance

  Nov 1998 - Jun 2000

  Claim Litigation Counsel

  Represented State Farm policyholders across Utah in a variety of legal matters.

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  Prosper

  May 2006 - May 2009

  Sales Manager/Sales Operations

  Helped manage a 110 person outbound call center as well as serving on the four person Sales Operations Team for a company with up to 500 employees in 4 offices in two states. We supervised all companywide systems, training and reporting functions for the salesforce..

• 

  Utah Amateur Hockey Association

  Mar 2007 - Mar 2014

  Served as Chief Executive Officer for this 501-c-3 organization. Represented Utah at all USA Hockey meeting and conventions; served on the Rocky Mountain District Council; and helped govern the growth and development of ice hockey in Utah. Served on the executive committee for the State Board which regulated ice hockey in Utah; represented Utah at all district and national meetings; prepared the corporate documents to establish the Rocky Mountain District of USA Hockey; assisted local communities in their efforts to build skating rinks; served as Chair of the State Disciplinary Committee; and coordinated visits from national office members.

  • President

    Mar 2012 - Mar 2014

  • Vice President

    Mar 2007 - Mar 2012
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  Tin Lizzie 18, Inc.

  Jan 2009 - Jan 2010

  Chief Operating Officer

  Managed the day-to-day operations of the company and handled all legal matters. Directly supervised the customer service department, accounting and legal departments.

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  The Equitable Finance Company

  Apr 2016 - Dec 2017

  Recovery Manager

  I created a Collections and Recovery Department handling all loans originating in Utah and Arizona. I recruited, hired, trained and supervised a team of up to 16 collection professionals who called on delinquent account to obtain payment, negotiate terms and to escalate collection efforts, when needed. I personally handled all collection litigation on behalf of the company in courts throughout Utah and Arizona.

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  Magnum Bikes Inc.

  Jun 2018 - Jan 2022

  Accounts Receivable Administrator; Customer Success Manager

  I handled all the AR functions for this company as it grew from $4.5M to almost $25M in annual sales. I prepared and sent out all invoices; recorded payments; sent customer receipts; and handled all collection activities. I also handled new customer onboarding and worked with over 250 wholesale dealers of our products as their liaison to all of our internal departments to make sure any issue or question they have is handled quickly and efficiently. As a licensed attorney, I was occasionally asked for my legal opinion on a variety of matters. Show less

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  H&R Block

  Oct 2022 - now

  Multi-Unit Team Leader ~ Pre-Season Manager

  Providing leadership over 3 H&R Block tax offices. Serving as the front-line manager responsible for leadership and development of associates, delivering an outstanding client experience, and achieving all office related growth objectives for 3 tax offices. Assist in recruiting and interviewing tax office associates; training and coaching them; building an engaging team environment; and creating work schedules across all offices. Outside of tax season, I assist the GM in recruiting and hiring new talent and supervising the completion of continuing education and leveling-up for current tax preparers. Show less