Rob Schmalfeldt
About Rob Schmalfeldt
Rob Schmalfeldt serves as the Director of Accounting Policy and SEC Reporting at Apex Clearing Corporation, a position he has held since 2021. He has extensive experience in accounting and regulatory reporting, having previously worked at Discover Financial Services and PricewaterhouseCoopers.
Work at Apex Clearing Corporation
Rob Schmalfeldt has been serving as the Director of Accounting Policy & SEC Reporting at Apex Clearing Corporation since 2021. In this role, he oversees the development and implementation of accounting policies and ensures compliance with SEC reporting requirements. His responsibilities include managing the financial reporting process and providing guidance on regulatory changes affecting the organization.
Professional Experience at Discover Financial Services
Prior to joining Apex Clearing Corporation, Rob Schmalfeldt held multiple positions at Discover Financial Services. He served as the Director of SEC Reporting and SOX Compliance from 2019 to 2021. Before that, he was a Senior Manager in various reporting roles, including Regulatory Reporting and Treasury Reporting, from 2017 to 2019. His tenure at Discover Financial Services spanned nearly a decade, during which he contributed to the company's financial reporting and compliance efforts.
Previous Roles at PricewaterhouseCoopers and TIAA-CREF
Rob Schmalfeldt began his career at Clifton Gunderson LLP as a Senior Associate from 1999 to 2005. He then transitioned to TIAA-CREF, where he worked as the Manager of Alternative Investments from 2007 to 2010. Additionally, he gained experience at PricewaterhouseCoopers as a Senior Associate from 2005 to 2007. These roles provided him with a solid foundation in accounting and financial reporting.
Educational Background in Accounting
Rob Schmalfeldt studied at Marian University of Fond du Lac, where he earned a Bachelor's degree in Accounting from 1995 to 1999. His education equipped him with the necessary skills and knowledge to excel in various accounting and financial reporting roles throughout his career.