Surgent Accounting & Financial Education logo

Surgent Accounting & Financial Education Employee Directory

EducationPennsylvania, United States51-200 Employees

Surgent Accounting & Financial Education provides credential-focused exam preparation and continuing education for accounting and finance professionals. Now part of UWorld and based in Radnor, Pennsylvania, the company traces its origins to 1985 and serves professionals, leading accounting firms, and enterprises nationwide.

Its exam-preparation offerings cover credentials such as CPA, EA, CMA, CIA, and CISA, supported by predictive ReadySCORE analytics and a personalized learning path. The continuing education program offers more than 10,000 credits across tax, audit, ethics, AI, data analytics, and related topics through live webinars, on-demand modules, and self-study formats, and is NASBA-registered, a QAS self-study provider, approved by the IRS, CFP Board, and CTEC, accepted in all 50 states and Washington, D.C. The firm also partners with accounting firms and financial services organizations to foster learning through group subscriptions and a dedicated portal, and in January 2024 it launched the CPA Evolution model.

Find Surgent Accounting & Financial Education employees' phone numbers or email addresses

Surgent Accounting & Financial Education Global Highlights

Location
Employees

North America
90

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  • United States Of America
    90

Asia
1

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  • Jordan
    1

Europe
1

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  • Germany
    1

Surgent Accounting & Financial Education's Leadership

  • President at Surgent Accounting & Financial Education
    R. F.
    President
  • Owner Chief Executive Officer at Surgent Accounting & Financial Education
    T. A.
    Owner Chief Executive Officer
  • Owner at Surgent Accounting & Financial Education
    I. M.
    Owner
  • Consulting Director Of Operations And Strategy at Surgent Accounting & Financial Education
    C. M.
    Consulting Director Of Operations And Strategy
  • Director, Client Relations at Surgent Accounting & Financial Education
    D. V.
    Director, Client Relations
  • Director Of Business Relationships at Surgent Accounting & Financial Education
    R. Z.
    Director Of Business Relationships
  • Senior Director, Market Development at Surgent Accounting & Financial Education
    S. C.
    Senior Director, Market Development
  • Account Manager - Firms And Financial Services at Surgent Accounting & Financial Education
    J. N.
    Account Manager - Firms And Financial Services

Surgent Accounting & Financial Education Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Education
  • Sales
  • Business
  • Community & Social Services
  • Other
  • Business Development

Contact profiles from Surgent Accounting & Financial Education

Name
Title
Contact
Location
Last Update
  • Lead Software Developer at Surgent Accounting & Financial Education
    A. B.
    Lead Software Developer
    Germany, Berlin
    Sep 11, 2026
  • Instructor, Advanced Tax, Estate Planning, & Small Business Topics at Surgent Accounting & Financial Education
    D. P. C.
    Instructor, Advanced Tax, Estate Planning, & Small Business Topics
    Apr 17, 2026
  • Journeyman Carpenter at Surgent Accounting & Financial Education
    A. L.
    Journeyman Carpenter
    Apr 23, 2025
  • Marketing Associate at Surgent Accounting & Financial Education
    J. S.
    Marketing Associate
    Oct 17, 2024
  • Email Marketing Associate at Surgent Accounting & Financial Education
    J. J.
    Email Marketing Associate
    Nov 01, 2024
  • Digital Operations Associate at Surgent Accounting & Financial Education
    K. G.
    Digital Operations Associate
    Oct 23, 2024
  • Finish Carpenter at Surgent Accounting & Financial Education
    S. S.
    Finish Carpenter
    Apr 23, 2025
  • Surgent Inc at Surgent Accounting & Financial Education
    T. F.
    Surgent Inc
    Apr 23, 2025

Frequently Asked Questions

What is Surgent Accounting & Financial Education known for?

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Surgent Accounting & Financial Education was founded in 1985 and operates in the Education industry. You can contact Surgent Accounting & Financial Education's main corporate office by phone at . Explore Surgent Accounting & Financial Education's company overview page for more information.

What is Surgent Accounting & Financial Education's most common email format?

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Surgent Accounting & Financial Education employees' email format typically follows the pattern of LastF@surgent.com. Trying to find reliable and up-to-date employee contact data? Find more Surgent Accounting & Financial Education email formats with LeadIQ.

How many employees does Surgent Accounting & Financial Education have currently?

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Surgent Accounting & Financial Education has approximately 63 employees as of October 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are Surgent Accounting & Financial Education's key employees and leadership?

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As of October 2026, Surgent Accounting & Financial Education's key employees include:

  • President: R. F.
  • Owner Chief Executive Officer: T. A.
  • Owner: I. M.
  • Consulting Director Of Operations And Strategy: C. M.
  • Director, Client Relations: D. V.

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