Robert is a CPA with nearly a decade of industry experience in accounting, finance, and strategic planning at EY, Charles Schwab, and several small businesses.

As a dedicated, reliable, and detail-oriented leader, Robert is always attentive to the client’s perspective in his work. Building upon his career start as a Senior Auditor at EY, Robert developed a keen sense for what it takes to deliver high-quality work and build strong relationships with clients.

As a Manager of Strategic Planning at CWT, he honed his skill set in project management and simple, easy-to-understand company-level reporting that can be intuitively peeled back layer-by-layer. At ealytics, Robert has built a reputation for fostering strong partnerships based on trust and reliability, as well as his straightforward, facts-based approach to analysis.

His deliverables are distinguished by their investor-ready level of quality and his mindfulness of the strategic big-picture. Connect with Robert to explore how his expertise and ealytics’ suite of services can accelerate your business growth.

Education

• University of Wisconsin – Madison: degrees in Accounting and Finance, Investment, and Banking
• University of Minnesota – Carlson School of Management: MBA

Experience

• Three years as Strategic Planning Manager at CWT
• One year as SOX Compliance Senior Specialist at Charles Schwab
• Three years as Assurance Senior at EY