Santa Monica, California, United States
Contact Info
2K followers
500+ connections
Santa Monica, California, United States
Contact Info
2K followers
500+ connections
About
Robert has over 20 years of financial experience working with institutions, companies…
Articles by Rob
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The Future of Accountants and CPAs Is the Family Office
The Future of Accountants and CPAs Is the Family Office
By Rob Santos
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Four Best Family Office Accounting Practices for CPAs & Accounting Firms
Four Best Family Office Accounting Practices for CPAs & Accounting Firms
By Rob Santos
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Five Ways CPAs & Accounting Firms can benefit from Family Office Model
Five Ways CPAs & Accounting Firms can benefit from Family Office Model
By Rob Santos
Activity
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Today, we’re excited to announce that Envestnet has entered into an agreement to be acquired by Bain Capital, in a go-private transaction valued at…
Today, we’re excited to announce that Envestnet has entered into an agreement to be acquired by Bain Capital, in a go-private transaction valued at…
Liked by Rob Santos
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Saab’s Strategy Office’s Chief Digital and Artificial Intelligence Officer, Devaki Raj, joined the U.S. Central Command (CENTCOM) innovation team in…
Saab’s Strategy Office’s Chief Digital and Artificial Intelligence Officer, Devaki Raj, joined the U.S. Central Command (CENTCOM) innovation team in…
Liked by Rob Santos
Experience & Education
More activity by Rob
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I will be attending GBTA this year. It’s been 2 years since I last attended, so I am looking forward to reconnecting with friends and colleagues!
I will be attending GBTA this year. It’s been 2 years since I last attended, so I am looking forward to reconnecting with friends and colleagues!
Liked by Rob Santos
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One of the biggest challenges business owners face is that they are the HUB for all communications related to their financial world - business…
One of the biggest challenges business owners face is that they are the HUB for all communications related to their financial world - business…
Liked by Rob Santos
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July 4th, 1776. As we celebrate the birth of our great nation so many years ago, let's take a moment to honor the spirit of freedom, independence…
July 4th, 1776. As we celebrate the birth of our great nation so many years ago, let's take a moment to honor the spirit of freedom, independence…
Liked by Rob Santos
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With funding from the National Science Foundation, UCLA is preparing to launch a series of workshops aimed at gathering ideas that connect research…
With funding from the National Science Foundation, UCLA is preparing to launch a series of workshops aimed at gathering ideas that connect research…
Liked by Rob Santos
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🏆 Congrats to our co-CEOs, Walter Driver and Javier Ferreira, for being named to Los Angeles Business Journal's LA500 list - for the 4️⃣th year in a…
🏆 Congrats to our co-CEOs, Walter Driver and Javier Ferreira, for being named to Los Angeles Business Journal's LA500 list - for the 4️⃣th year in a…
Liked by Rob Santos
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I recently sat down with The New Light Ventures Podcast to share insights from my journey as the Founder and Managing Partner of Parade Ventures, a…
I recently sat down with The New Light Ventures Podcast to share insights from my journey as the Founder and Managing Partner of Parade Ventures, a…
Liked by Rob Santos
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"By 2030, around $10.6tn of wealth will have been transferred between the generations in the US, $3.5tn in Europe and $2.8tn in Asia." So much…
"By 2030, around $10.6tn of wealth will have been transferred between the generations in the US, $3.5tn in Europe and $2.8tn in Asia." So much…
Liked by Rob Santos
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The WellBe team had a great time at the American Association of Nurse Practitioners 2024 National Conference in Nashville! We had the opportunity to…
The WellBe team had a great time at the American Association of Nurse Practitioners 2024 National Conference in Nashville! We had the opportunity to…
Liked by Rob Santos
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Transform your financial future with Unboxed Advisors! 🌟 From tax strategies to wealth management, we pave a clear path to financial freedom…
Transform your financial future with Unboxed Advisors! 🌟 From tax strategies to wealth management, we pave a clear path to financial freedom…
Liked by Rob Santos
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Thank you for having us TCA Venture Group. It is great to see such a vibrant angel investor community in Los Angeles! #vc #longla
Thank you for having us TCA Venture Group. It is great to see such a vibrant angel investor community in Los Angeles! #vc #longla
Liked by Rob Santos
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