Robert Rodriguez is a Certified Public Accountant (C.P.A.) as well as a licensed California Real Estate Broker with 20+ years of experience selling, acquiring, merging, valuating and consulting businesses. Mr. Rodriguez received a Bachelor of Arts degree in Accounting from the University of San Diego (U.S.D.), where he was a key contributor to his fraternal organization’s community outreach program. Mr. Rodriguez’s career began as a mortgage loan officer at Wells Fargo Bank, where he implemented and managed their Spanish Loan Hotline, one of the first of its kind. Mr. Rodriguez left Wells Fargo to join Howard Publications, where he began his accounting career.
Robert ultimately became Howard Publications Assistant Controller, where he managed the financial reporting for 18 newspapers, 4 domestic natural gas trading divisions, and the Eastern European natural gas exploration division. At Howard Publications, he coordinated the acquisition of a $25 million publishing subsidiary in Washington, led the forensic investigation of a $1.2 billion natural gas trading operation (and, prior to the Enron scandal, discovered similarly fraudulent accounting practices), and consulted on various natural gas trading, transportation and exploration engagements in the U.S., Canada, Ukraine and Azerbaijan. Upon Howard Publications $400M sale, Mr. Rodriguez joined National Retail Partners where he managed a $400 million commercial property portfolio for California Public Employment Retirement System – the largest public pension fund in the U.S. (CalPERS).
In 2003, Robert launched Integrity Valuations and Business Consulting (“Integrity”) in San Diego, California. Integrity specialized in providing small and mid-size businesses with accounting, tax, valuation and consulting studies related to growth strategies, tax planning, and the implementation of cost management and efficiency programs. Within months of implementation, Integrity managed the investment and financial divisions for some of San Diego’s most successful hospitality groups. Mr. Rodriguez was also responsible for the creation and management of a variety of syndicated investment groups, all of which raised capital for the acquisition of commercial and private investments.
While maintaining an active presence as an intermediary and business valuator, Mr. Rodriguez launched a Hong Kong based travel start-up designed for the mainland Chinese marketplace in 2014. After completed a valuation project, Mr. Rodriguez accepted an interim CFO position at an innovative equipment manufacturing company. Shortly thereafter, Robert accepted a similar CFO position at a local apparel manufacturing label. Robert possesses the ability to seamlessly shift between his roles as an interim CFO, business valuator, consultant and intermediary without pause, and assist clients in Spanish or English.