Service/Industry Specialization
Bob is the Director of the Wexford office Outsourcing Services. He oversees the
outsourcing services provided to community financial institutions in Pennsylvania
and Ohio, which include internal audit, regulatory compliance and information
technology.
Experience
For more than 28 years Bob has specialized in the Firm's audit practice serving
clients in the financial services industry. For many of those years he worked
on the external audit team including serving as the engagement Principal for
many of the office's public companies. In 2000, Bob assumed the responsibility
of managing the outsourcing services provided to more than 40 financial institutions.
Education
B.S., Accounting. Robert Morris University 1974
Professional Associations
American Institute of Certified Public Accountants
Pennsylvania Institute of Certified Public Accountants
It was in my bookkeeping class in high school after completing the workflow project
when I knew I wanted to be an accountant. There was something about the order
of accounting and the mathematical problem solving that intrigued me. It was
not until later in my career that I learned to solve more than just mathematical
problems. These were problems my clients faced about their ideas, visions and
goals, and just like it is necessary to adapt to new accounting rules, my training
has enabled me to adapt to help them solve these problems as well.
Now that my hair has begun to gray and the waist size is not what it used to
be, I realize I have gained the experience and find it tremendously rewarding
to help my clients in the ever-changing financial services industry to meet the
challenges they face today in the critical areas of financial reporting and corporate
governance.
