Theodore L Walker

Staff Accountant at AdvisorEngine

Role: Staff Accountant at Advisorengine
Location: Raleigh, NC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Theodore L Walker

Hello, my name is Trey Walker and I am a graduate of North Carolina State University from…

Experience

Staff Accountant
Advisorengine
Jul 2025 — Present · Raleigh, NC, US
Manage full-cycle Accounts Payable/Receivable, journal entries, bank/credit card reconciliations, general ledger close, and financial audits. Reconcile accruals, prepaid expenses, and budgets; perform financial analysis, assist with revenue recognition, maintain fixed assets, calculate use tax, and create Excel-based reports. Handle client billing, complete administrative tasks, and collaborate with the client relations team to maintain strong client relationships.

Education

North Carolina State University
Bachelor of Science, Business Administration, Human Resources Management

Contact information

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•••••@advisorengine.com
Personal email
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Current company

Advisorengine

Financial Services · 74 employees · Founded 2014 · Raleigh, North Carolina, United States

AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.

advisorengine.com

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