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Josh Spiegel Cpa
Josh Spiegel Cpa
VP of Analytics & Insights | Allworth Financial
Dallas, Texas, United States
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.
Josh Spiegel Cpa
Work Experience
VP of Analytics & Insights at
Allworth Financial
March 2021 - Present
Chief Financial Officer at
PHH Investments Ltd
September 2017 - March 2021
Director of Corporate Finance at
PHH Investments Ltd
January 2016 - September 2017
Assistant Controller at
PHH Investments Ltd
August 2012 - January 2016
Professional Staff at
Saville CPAs & Advisors
January 2011 - August 2012
Banking Specialist at
Extraco Banks
June 2008 - September 2008
Banking Specialist at
Extraco Banks
March 2006 - August 2006
Josh Spiegel Cpa
Education
Baylor University - Hankamer School of Business, Ba
January 2006 - January 2010
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.
Josh`s contact details
Colleagues
Chairman of the Board
Chief Operating Officer
Chief Investment Officer
VP Financial Services at Allworth
Vice President of Strategic Planning
Vice President of Business Development, Mergers and Partnerships
Chief Legal Officer
Director of External Sales - Regional Vice President
Executive Vice President
Chief Compliance Officer