Rob leads the Office of Finance practice and manages the business research focusing on the intersection of information technology and business applications. His expertise agenda includes the specific focus areas: business planning; digital finance; ERP and continuous accounting; close, consolidate, and report; purchasing, sourcing, and payments; revenue, lease and tax accounting. Prior to joining Ventana Research, he was an equity research analyst at several firms including Credit Suisse, Morgan Stanley, and Drexel Burnham, and a consultant with McKinsey and Company. Rob was an Institutional Investor All-American Team member and on the Wall Street Journal All-Star list. Rob earned his BA in Economics/Finance at Hampshire College, an MBA in Finance/Accounting at Columbia University, and is a CFA charter holder.