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Josh Spiegel Cpa

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Josh Spiegel Cpa

VP of Analytics & Insights | Allworth Financial

Dallas, Texas, United States

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Josh Spiegel Cpa

Summary

Josh Spiegel is a seasoned finance professional with extensive experience in the banking and financial services sector. Currently serving as the VP of Analytics & Insights at Allworth Financial, he leverages his expertise in accounting and financial analysis to drive strategic decision-making. With a solid foundation in both corporate finance and auditing, Josh has held various leadership roles, including Chief Financial Officer and Director of Corporate Finance at Raa Financial Advisors. He is known for his analytical skills and ability to implement effective internal controls. A graduate of Baylor University with a specialization in Accounting & Real Estate, Josh combines academic knowledge with practical experience to excel in his field. His career reflects a commitment to excellence and continuous improvement in financial operations. Outside of work, he is passionate about mentoring emerging finance professionals and exploring innovative financial technologies.

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Technical Background

Leadership Experience

Long-Term Tenure

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Leadership Development

Emerging Technologies

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Corporate Experience

Josh Spiegel Cpa

Work Experience

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VP of Analytics & Insights at

Allworth Financial

March 2021 - Present

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Chief Financial Officer at

PHH Investments Ltd

September 2017 - March 2021

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Director of Corporate Finance at

PHH Investments Ltd

January 2016 - September 2017

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Assistant Controller at

PHH Investments Ltd

August 2012 - January 2016

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Professional Staff at

Saville CPAs & Advisors

January 2011 - August 2012

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Banking Specialist at

Extraco Banks

June 2008 - September 2008

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Banking Specialist at

Extraco Banks

March 2006 - August 2006

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Josh Spiegel Cpa

Education

Frequently Asked Questions about Josh Spiegel Cpa

What company does Josh Spiegel Cpa work for?

Josh Spiegel Cpa is a VP of Analytics & Insights at Allworth Financial, a company specializing in Functions related to depository banking.

Where Josh Spiegel Cpa graduated from?

Josh Spiegel Cpa holds a degree in Accounting & Real Estate from Baylor University - Hankamer School of Business.

Who is Josh Spiegel Cpa?

Josh Spiegel is a seasoned finance professional with extensive experience in the banking and financial services sector. Currently serving as the VP of Analytics & Insights at Allworth Financial, he leverages his expertise in accounting and financial analysis to drive strategic decision-making. With a solid foundation in both corporate finance and auditing, Josh has held various leadership roles, including Chief Financial Officer and Director of Corporate Finance at Raa Financial Advisors. He is known for his analytical skills and ability to implement effective internal controls. A graduate of Baylor University with a specialization in Accounting & Real Estate, Josh combines academic knowledge with practical experience to excel in his field. His career reflects a commitment to excellence and continuous improvement in financial operations. Outside of work, he is passionate about mentoring emerging finance professionals and exploring innovative financial technologies.

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Colleagues

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Pat Mcclain

Chairman of the Board

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Pete Engelken

Chief Operating Officer

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Andrew Stout Cfa Cfp

Chief Investment Officer

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Steve Burnett

VP Financial Services at Allworth

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Alan Swanson

Vice President of Strategic Planning

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Scott Gawrych

Vice President of Business Development, Mergers and Partnerships

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Barry Greenberg

Chief Legal Officer

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Christopher Mattox

Director of External Sales - Regional Vice President

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Brad Boekestein

Executive Vice President

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Crcp Corey Gamble Iaccp Cscp

Chief Compliance Officer

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