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Josh Spiegel

VP of Analytics & Insights

Josh Spiegel, CPA, is a seasoned finance professional with a strong background in accounting and real estate.

He graduated with a BA in Accounting & Real Estate from Baylor University's Hankamer School of Business.

Currently, Josh serves as the VP of Analytics & Insights at Allworth Financial, a role that highlights his expertise in financial analysis and strategic decision-making.

Prior to his current position, he held the key role of Chief Financial Officer at RAA - Financial Advisors, showcasing his leadership and financial management skills.

Josh has also served in various finance roles at RAA - Financial Advisors, including Director of Corporate Finance and Assistant Controller, demonstrating his progressive experience in the finance sector.

Before his tenure at RAA, he worked as a Professional Staff at Saville, Dodgen & Co., gaining valuable insights and knowledge in the financial services industry.

Additionally, Josh has experience as a Banking Specialist at Extraco Banks, where he honed his expertise in banking operations and financial services.

With a diverse professional background and a solid foundation in finance and accounting, Josh Spiegel is a dedicated professional known for his strategic insights and financial acumen.

Highlights

May 14 · theorg.com
Josh Spiegel - VP Of Analytics & Insights at Allworth Financial | The ...
Henry Chavez & Spiegel Accountancy: Sometimes Innovation Is ...

Related Questions

What are Josh Spiegel's main responsibilities at Allworth Financial?
How did Josh Spiegel transition from RAA to Allworth Financial?
What specific analytics and insights does Josh Spiegel focus on at Allworth Financial?
What is Josh Spiegel's educational background?
How has Josh Spiegel's career evolved over the years?
Josh Spiegel
Josh Spiegel, photo 1
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Location

Dallas, Texas, United States