Josh Spiegel

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.