Robert Mccauley Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

Chicago/ Boston

Risk Paradigm Group, LLC is a financial services firm providing high net worth individuals, families, business, charities, foundations and endowments with investment advisory and management services. We service our clients from offices in Austin, Boston, & Chicago. Through our companies, RPg Family Wealth Advisory & RPg Asset Management, we provide a wide-range of investment services and solutions that integrate our risk management approach and expertise so clients can pass on their legacy of values, integrity and wealth for generations to come. We continue to grow by defending capital and redefining how risk is viewed and managed.Responsible for Fund and Operational Accounting, Compliance, Sales/Marketing, Technology and Legal. Work with the CEO, CCO & Chief Administration Officer. Direct, manage and supervise HR, Accounting, and Operations of a multi-profit center, multi-business line financial services enterprise with over $5mm in revenue, including the development of budgets, policies, and procedures.- Design/implement corporate structure, processes and IT systems - Initiate vendor due diligence process reducing discretionary expenses 25%- Streamline and automate sales/marketing efforts resulting in increased AUM- Perform P&L analysis on target business acquisitions- Responsible for accounting and reporting for over $500mm in wealth management client assets- Provide quarterly financial reporting- Orchestrate and affect a complete restructuring of the Chart of Accounts- Implement cloud based client portfolio accounting and reporting platform- Lead GIPS Validation project- Formalize audit processes for client portfolio accounting and performance reporting platform - Manage audit/tax accounting for mutual funds and hedge fund, $40mm assets - Responsible for $5mm P&L for wealth advisory & asset management business- Usher firms through SEC exams- Lead successful on-boarding of two advisor teams (over four hundred client relationships)

Greater Chicago Area

ComPro provides technology consulting and onsite expertise to SMBs.Client facing senior management. Responsible for orchestration of client IT planning & execution as well as management of client technology assets. - Developed & maintained relationships with cross industry major accounts- Responsible for $2mm P&L- Directed & oversaw office build out and relocation- Re-engineered business processes reducing time to resolution from 1 hour to 30 minutes- Created & deployed web-based time, billing & ticketing system - Significantly reduce administrative overhead- Deployed IP telephony solution & smart-phones reducing telecom costs by $5k monthly- Re-purposed internal systems for client use generating new revenue stream of $500k annually

Greater Chicago Area

ANM & Associates provides contract IT staff to to Fortune 500 companies.Responsible for building & managing teams of consultants for client staffing projects. Performed business development identifying new opportunities at existing clients. Accompanied account managers on sales calls to determine business requirements. Performed HR functions for recruiting, interviewing & hiring staff for client engagements. Manage & report P&L accounting to CEO for staffing engagements.- Manage client projects & report status to client management- Develop & retain highly effective teams of consultants- Mentor consultants- Increase revenue by effectively identifying & winning client opportunities- Directed multiple teams of 5 to 15 consultants staffed on client sites- Develop incentive & recognition programs resulting in 0% consultant turnover

Hoffman Estates, Il

St. Charles, Il

English Language And Literature, General

Physics

Associate’S Degree, English / Fine Arts

Sports Medicine

Education record

Activities and Societies: Student Trainer for all school sports