Drawing on more than 30 years of experience, Bob provides financial institutions with risk-based assurance and advisory services to ensure sound business practices are being performed.
Bob’s professional background includes leading opinion audit, internal audit, regulatory compliance, and fraud analysis engagements aimed at helping clients mitigate risks to their institutions and stakeholders. Driven by his desire to help position clients for success, Bob goes beyond traditional assurance services to serve as a true strategic partner helping clients overcome challenges and recognize opportunities for growth. With a specialization in the merger and acquisition process, Bob provides vision through the development of business and strategic plans, paving the way for clients to meet their short- and long-term goals.
His leadership within the industry has positioned him as a sought-after speaker and author to educate financial institutions on a variety of topics impacting them.
Bob’s profound industry knowledge and technical acumen empowers clients to rely on him for clarity and direction in their path to financial excellence, competitive positioning and maximized stakeholder value.
- Certified Public Accountant (CPA)
- Credit Unions
- Audit Services
- Credit Union Merger Advisory
- CUSO Advisory
- Banks