RIA Innovations hires high caliber employees who work with advisors in order to ensure a smooth transition. We have an excellent team with extensive experience in the financial services industry. Our employees are fully set up with capabilities to engage with advisors whether they are physically present or virtual.
Robert joined Northwest Asset Management in 2015. As Staff Accountant, Robert is responsible for client billing processing and auditing, maintaining general ledgers, firm financial reporting, budget preparation and analysis, accounts payable and receivable, general bookkeeping and journal entries as well as general month and quarter end accounting duties.
Robert holds a BA in Accounting and a BS in Computer Science. Robert is fluent in Spanish. He resides in Kirkland, WA and outside of work he enjoys doing outdoor activities with his two daughters and is a big baseball and soccer fan.