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ROBERT RAAK

ROBERT RAAK

VICE PRESIDENT OF FINANCE & CONTROLLER, CPA

Robert Raak joined CU Direct Connect in 2003 and was promoted to Controller in 2006. In April of 2016, Robert was promoted to his current position of Vice President of Finance & Controller.  He brings to the business more than 25 years of experience in the financial services industry.

Before joining CUDC, Robert worked for the First Trust Corporation and Trust Company of America in Denver. He also helped to develop a dividend-reinvestment plan (DRIP) and Roth IRA products. Robert is currently a Certified Public Accountant (CPA) and formerly held the Series 7, General Securities License And the Series 66, Registered Investment Advisor Representative License.

Originally from Chicago, Robert graduated from the University of Colorado at Boulder. Outside of work, Robert enjoys travel with his wife and two children, outdoor activities and playing his guitar. In his free time he is a volunteer for the Cherry Creek School District and is an avid reader (in English and German).