Robert has more than 25 years of experience as a strategic business advisor specializing in securing debt and equity placements for small- to medium-sized businesses across a broad range of industries.
Additionally, Robert has more than 10 years of public accounting services experience with expertise in tax preparation, compliance, and dispute resolution for complex tax-related issues. He has extensive experience with merger and acquisition transactions and has also served in the capacity of chief financial officer for a multitude of privately held companies in the real estate, financial services, and technology sectors.
Education
Bachelor of Science, Accounting & Finance Loyola Marymount University, Los Angeles
Professional Affiliations
- California Society of Certified Public Accountants, Associate Member
Community Affiliations
- Balboa Yacht Club, Past Officer and Board of Director
- Loyola Marymount University Alumni Association, Member