Raul Varela, CFA – VP, Strategic Initiatives

In November 2009, Raul Varela joined Rivet Software as Vice President of Strategic Initiatives. He manages the development and direction of Rivet’s strategy for becoming the industry leader in global financial communications. As a former Investment Analyst, he is an expert at identifying market trends and predicting the impacts of new technology on business users. His experience in strategic partnership development and corporate strategy combined with his gift for project management, allows him to provide Rivet with key financial information knowledge along with strong leadership.

Before joining Rivet, Raul served in various roles at software companies including J.D. Edwards, Anderson Consulting (Accenture). Most recently he managed the Corporate Treasury group at OppenheimerFunds, Inc. He’s a Chartered Financial Analyst Charterholder, and a member of the CFA Institute and the CFA Society of Colorado. Raul serves on the XBRL US Communications Steering Committee and has been featured in several publications including Compliance Week Magazine, Money Management Executive, and Forbes.

Raul holds a Bachelor’s of Science degree in Mechanical Engineering from the Colorado School of Mines and an MBA from the University of Colorado.

My Posts:

Rivet and CoreFiling Partner to Create Financial Transparency

Raul Varela, Rivet’s VP of Partnerships, comments on the importance of Rivet’s recently announced partnership with CoreFiling.  The end of limited liability and the publishing of the AICPA’s Agreed Upon Procedures Engagements for XBRL Tagged Data deepen the need for a comprehensive XBRL review and validation tool – now available from Rivet-CoreFiling. We recently announced [...]

Mutual Fund SEC XBRL Risk/Return Summary 497 Filings: Rivet Highly Encourages the “Encourage Method”

As the SEC’s Mutual Fund XBRL Risk/Return Summary mandate is now in full swing, we are gearing up to see a tremendous number of filings available to the public. As of today, there is a handful of XBRL R/R Summary filings posted to the SEC’s website /RSS feed, among which is a 497 filing. The [...]

First XBRL Mutual Fund Filing to SEC: a Lesson in Teamwork

On December 17th Rivet Software hit yet another milestone by creating the first Mutual Fund XBRL filings submitted to the SEC.  Of course we are thrilled that our software and services created especially for Mutual Fund companies were successful.  Rivet has been preparing for that first risk/return summary filing for more than a year… technology [...]