CNBS, LLC
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CNBS, LLC Employees
Employee
Years
Job
Industry
Brian Schmanke Brian Schmanke's CNBS, LLC Experience 2000 - 2003
Job Senior Vice President Fixed Income at George K. Baum & Company
Industry Investment Banking
Experience
George K. Baum & Company March 2005 - Present
Federal Home Loan Bank of Des Moines 2003 - 2005
CNBS, LLC 2000 - 2003
Skills
Fixed Income, Portfolio Management, Bonds, Trading, Securities, Investment Advisory, Equities, Valuation, Derivatives, Bloomberg, Capital Markets, Financial Modeling, Investment Strategies, Financial Institutions, Series 63, Series 7, Credit Analysis
Education
Kansas State University 1994 — 1999
BS Business Administration, Finance
George K. Baum & Company March 2005 - Present
Federal Home Loan Bank of Des Moines 2003 - 2005
CNBS, LLC 2000 - 2003
Skills
Fixed Income, Portfolio Management, Bonds, Trading, Securities, Investment Advisory, Equities, Valuation, Derivatives, Bloomberg, Capital Markets, Financial Modeling, Investment Strategies, Financial Institutions, Series 63, Series 7, Credit Analysis
Education
Kansas State University 1994 — 1999
BS Business Administration, Finance
Steven Winget Steven Winget's CNBS, LLC Experience October 2014 - Present
Job Brokerage Operations Specialist at CNBS, LLC
Industry Financial Services
Experience
CNBS, LLC October 2014 - Present
10kThings October 2013 - Present
Trada May 2011 - March 2015
Bender/Helper Impact June 2010 - August 2010
Skills
PPC, Online Advertising, Online Marketing, SEM, Google Adwords, Facebook, Microsoft Office, Digital Marketing, Lead Generation, SEO, Marketing, Social Networking, Financial Analysis, Securities Market, Investments, Investment Management, Sales
Education
Creighton University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Creighton University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Rockhurst High School 2003 — 2007
CNBS, LLC October 2014 - Present
10kThings October 2013 - Present
Trada May 2011 - March 2015
Bender/Helper Impact June 2010 - August 2010
Skills
PPC, Online Advertising, Online Marketing, SEM, Google Adwords, Facebook, Microsoft Office, Digital Marketing, Lead Generation, SEO, Marketing, Social Networking, Financial Analysis, Securities Market, Investments, Investment Management, Sales
Education
Creighton University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Creighton University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Rockhurst High School 2003 — 2007
Chase Barnes's CNBS, LLC Experience May 2013 - May 2014
Job Capital Markets Specialist at Commerce Bancshares, Inc.
Industry Capital Markets
Experience
Commerce Bancshares, Inc. May 2014 - Present
CNBS, LLC May 2013 - May 2014
CNBS, LLC May 2012 - May 2013
Skills
Fixed Income, Financial Analysis, Portfolio Management, Accounting, Analysis, Banking, Economics, Risk Management, Interest Rate Risk..., Bloomberg, Financial Reporting, Corporate Finance, Investments, Derivatives, Credit
Education
Pittsburg State University 2009 — 2012
BBA, Economics & Finance double major
Commerce Bancshares, Inc. May 2014 - Present
CNBS, LLC May 2013 - May 2014
CNBS, LLC May 2012 - May 2013
Skills
Fixed Income, Financial Analysis, Portfolio Management, Accounting, Analysis, Banking, Economics, Risk Management, Interest Rate Risk..., Bloomberg, Financial Reporting, Corporate Finance, Investments, Derivatives, Credit
Education
Pittsburg State University 2009 — 2012
BBA, Economics & Finance double major
Doug Richardson Doug Richardson's CNBS, LLC Experience 1996 - 2013
Job Executivelevel Strategic and Operational Leader and DecisionMaker.
Industry Financial Services
Experience
American Residential Services, LLC March 2015 - Present
CNBS, LLC 1996 - 2013
Arthur Andersen & Co 1995 - 1996
Robert W. Baird & Co. 1985 - 1995
Skills
Financial Analysis, Financial Reporting, Fixed Income, Investments, Institutional..., Internal Controls, IT Management, Investment Advisor..., Operations Management, Portfolio Management, Risk Management, Risk Assessment, Securities Regulation, System Administration, Investor Relations, Loans, ALM, Account Management, Internal Audit, Accounting, Capital Markets, Mortgage Lending, Finance, Securities, Sales, Refinance, Series 7, Asset Management, Mutual Funds, Strategic Financial..., Wealth Management, Series 63, Series 24, Investment Management, Banking, Financial Services, Executive Management, FINRA, Series 65, Investment Strategies, Bloomberg, Asset Allocation
Education
Marquette University 1978 — 1982
Bachelor of Science (B.S.), Accounting
American Residential Services, LLC March 2015 - Present
CNBS, LLC 1996 - 2013
Arthur Andersen & Co 1995 - 1996
Robert W. Baird & Co. 1985 - 1995
Skills
Financial Analysis, Financial Reporting, Fixed Income, Investments, Institutional..., Internal Controls, IT Management, Investment Advisor..., Operations Management, Portfolio Management, Risk Management, Risk Assessment, Securities Regulation, System Administration, Investor Relations, Loans, ALM, Account Management, Internal Audit, Accounting, Capital Markets, Mortgage Lending, Finance, Securities, Sales, Refinance, Series 7, Asset Management, Mutual Funds, Strategic Financial..., Wealth Management, Series 63, Series 24, Investment Management, Banking, Financial Services, Executive Management, FINRA, Series 65, Investment Strategies, Bloomberg, Asset Allocation
Education
Marquette University 1978 — 1982
Bachelor of Science (B.S.), Accounting
Charles E. Prather IV, CFA,CFP® Charles E. Prather IV, CFA,CFP®'s CNBS, LLC Experience 1994 - 1997
Job Senior Wealth Manager/Founding Partner
Industry Investment Management
Experience
WealthPLAN Partners December 2014 - Present
UBS August 2011 - December 2014
CUSO February 2001 - August 2011
SunCorp Corporate Credit Union 1997 - 2001
CNBS, LLC 1994 - 1997
CNBS, LLC 1994 - 1997
U.S. Central 1988 - 1994
Education
Rockhurst University 1981 — 1985
Finance/Economics, Finance
Rockhurst University 1981 — 1985
Bachelor of Science (BS), finance/economics
WealthPLAN Partners December 2014 - Present
UBS August 2011 - December 2014
CUSO February 2001 - August 2011
SunCorp Corporate Credit Union 1997 - 2001
CNBS, LLC 1994 - 1997
CNBS, LLC 1994 - 1997
U.S. Central 1988 - 1994
Education
Rockhurst University 1981 — 1985
Finance/Economics, Finance
Rockhurst University 1981 — 1985
Bachelor of Science (BS), finance/economics
christopher hamera christopher hamera's CNBS, LLC Experience January 2013 - Present
Job FINANCE INTERN at CNBS, LLC
Industry Consumer Services
Experience
CNBS, LLC January 2013 - Present
CNBS, LLC January 2013 - Present
UNITEDMETHODIST STUDENT MOVEMENT AT AFRICA UNIVERSITY August 2011 - December 2012
AFRICA UNIVERSITY August 2011 - December 2012
Skills
Microsoft Excel, English, Financial Analysis, Econometrics, Economics, Research, Public speaking, Event Planning, Team Leadership, Team Management, Project writing and..., Public Speaking, Investment Strategies, Fixed Income, Microsoft Office, Teaching, Portfolio Management
Education
Africa University 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Economics, 4.0
SKYWAY BISINESS COLLEGE 2009 — 2009
CERTIFICATE IN FINANCIAL ACCOUNTING, Accounting and Business/Management
CNBS, LLC January 2013 - Present
CNBS, LLC January 2013 - Present
UNITEDMETHODIST STUDENT MOVEMENT AT AFRICA UNIVERSITY August 2011 - December 2012
AFRICA UNIVERSITY August 2011 - December 2012
Skills
Microsoft Excel, English, Financial Analysis, Econometrics, Economics, Research, Public speaking, Event Planning, Team Leadership, Team Management, Project writing and..., Public Speaking, Investment Strategies, Fixed Income, Microsoft Office, Teaching, Portfolio Management
Education
Africa University 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Economics, 4.0
SKYWAY BISINESS COLLEGE 2009 — 2009
CERTIFICATE IN FINANCIAL ACCOUNTING, Accounting and Business/Management
Jon Savio Jon Savio's CNBS, LLC Experience September 2006 - February 2014
Job CFO at Ticonderoga Federal Credit Union
Industry Financial Services
Experience
Ticonderoga Federal Credit Union February 2014 - Present
CNBS, LLC September 2006 - February 2014
First Bankers' Banc Securities, Inc March 2002 - April 2005
Gold Capital Management, Inc November 2000 - March 2002
Skills
Investments, Portfolio Management, Fixed Income, Analysis, Accounting, Balance Sheet, ALM, Statistics, Statistical Modeling, Bloomberg, Credit Unions, Interest Rate Risk..., Management, Bonds, Equities, Investment Strategies, Series 7, Series 63, Mutual Funds, Asset Allocation, Derivatives, Asset Management, Wealth Management, Institutional..., Securities, Trading
Education
Avila University
Master of Business Administration (M.B.A.), Finance
Avila University 2001 — 2006
Bachelor of Science, Business Administration
Pittsburg State University 1996 — 1998
Automotive Technology
Ticonderoga Federal Credit Union February 2014 - Present
CNBS, LLC September 2006 - February 2014
First Bankers' Banc Securities, Inc March 2002 - April 2005
Gold Capital Management, Inc November 2000 - March 2002
Skills
Investments, Portfolio Management, Fixed Income, Analysis, Accounting, Balance Sheet, ALM, Statistics, Statistical Modeling, Bloomberg, Credit Unions, Interest Rate Risk..., Management, Bonds, Equities, Investment Strategies, Series 7, Series 63, Mutual Funds, Asset Allocation, Derivatives, Asset Management, Wealth Management, Institutional..., Securities, Trading
Education
Avila University
Master of Business Administration (M.B.A.), Finance
Avila University 2001 — 2006
Bachelor of Science, Business Administration
Pittsburg State University 1996 — 1998
Automotive Technology
Todd Frerichs Todd Frerichs's CNBS, LLC Experience November 2012 - May 2014
Job Vice President Controller at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage May 2014 - Present
Fannie Mae September 2013 - May 2014
CNBS, LLC November 2012 - May 2014
Federal Reserve Bank of New York June 2010 - December 2012
Credit Union Liquidity Services, LLC August 2006 - May 2010
Texans Credit Union 2005 - 2006
Bank of America 1992 - 2005
Bank of America 1992 - 2005
Bank of America 1992 - 2005
KPMG 1989 - 1992
Skills
Banking, Risk Management, Portfolio Management, Loans, Credit, Commercial Lending, Financial Risk, Financial Analysis, Mortgage Lending, Financial Services, Strategic Financial..., Credit Risk, Credit Analysis, Investments, Credit Cards, Financial Reporting, Leadership, Due Diligence, Process Improvement, Mergers & Acquisitions, Finance, Accounting, Internal Controls, Managerial Finance, Auditing, Financial Planning
Education
The University of Texas at Austin 1985 — 1988
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Dallas - School of Management 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Nationstar Mortgage May 2014 - Present
Fannie Mae September 2013 - May 2014
CNBS, LLC November 2012 - May 2014
Federal Reserve Bank of New York June 2010 - December 2012
Credit Union Liquidity Services, LLC August 2006 - May 2010
Texans Credit Union 2005 - 2006
Bank of America 1992 - 2005
Bank of America 1992 - 2005
Bank of America 1992 - 2005
KPMG 1989 - 1992
Skills
Banking, Risk Management, Portfolio Management, Loans, Credit, Commercial Lending, Financial Risk, Financial Analysis, Mortgage Lending, Financial Services, Strategic Financial..., Credit Risk, Credit Analysis, Investments, Credit Cards, Financial Reporting, Leadership, Due Diligence, Process Improvement, Mergers & Acquisitions, Finance, Accounting, Internal Controls, Managerial Finance, Auditing, Financial Planning
Education
The University of Texas at Austin 1985 — 1988
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Dallas - School of Management 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Gregg Pfister, CFA, PMP's CNBS, LLC Experience 2000 - 2001
Job Auctioneer, Realtor, eBay PowerSeller
Industry Marketing and Advertising
Experience
Sunflower Auction 1999 - Present
Google 2012 - 2012
Black & Veatch 2010 - 2012
CNBS, LLC 2000 - 2001
Amundi Smith Breeden 1998 - 2000
Waddell & Reed 1996 - 1996
Skills
Construction, Contract Management, Project Management, Engineering, Contract Negotiation, Risk Management, Management, Change Management, Civil Engineering, Strategic Planning, Team Building, Microsoft Office, Negotiation, Business Strategy, Wireless, Telecommunications, Project Planning, CPM Scheduling, Process Improvement, Construction Management
Education
Kansas State University 1995 — 1997
M.B.A., Finance
Kansas State University 1990 — 1994
B.S., Electrical Engineering
Sunflower Auction 1999 - Present
Google 2012 - 2012
Black & Veatch 2010 - 2012
CNBS, LLC 2000 - 2001
Amundi Smith Breeden 1998 - 2000
Waddell & Reed 1996 - 1996
Skills
Construction, Contract Management, Project Management, Engineering, Contract Negotiation, Risk Management, Management, Change Management, Civil Engineering, Strategic Planning, Team Building, Microsoft Office, Negotiation, Business Strategy, Wireless, Telecommunications, Project Planning, CPM Scheduling, Process Improvement, Construction Management
Education
Kansas State University 1995 — 1997
M.B.A., Finance
Kansas State University 1990 — 1994
B.S., Electrical Engineering
Reade Fors Reade Fors's CNBS, LLC Experience May 2014 - Present
Job Risk Analyst at CNBS, LLC
Industry Financial Services
Experience
CNBS, LLC May 2014 - Present
Prep Advisors, LLC June 2012 - November 2013
Burkenroads Reports January 2011 - May 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Microsoft Word, Valuation, Energy, Forecasting, Research, Marketing, PowerPoint, Accounting, Bloomberg, Analysis
Education
Tulane University - A.B. Freeman School of Business 2011 — 2012
Master of Finance, Energy Specialization
Comillas Pontifical University / ICADE
International Business and Finance, Study Abroad Program
Tulane University - A.B. Freeman School of Business 2007 — 2011
Bachelor of Science in Management, Finance
Rockhurst High School 2003 — 2007
CNBS, LLC May 2014 - Present
Prep Advisors, LLC June 2012 - November 2013
Burkenroads Reports January 2011 - May 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Microsoft Word, Valuation, Energy, Forecasting, Research, Marketing, PowerPoint, Accounting, Bloomberg, Analysis
Education
Tulane University - A.B. Freeman School of Business 2011 — 2012
Master of Finance, Energy Specialization
Comillas Pontifical University / ICADE
International Business and Finance, Study Abroad Program
Tulane University - A.B. Freeman School of Business 2007 — 2011
Bachelor of Science in Management, Finance
Rockhurst High School 2003 — 2007
Joe Parvin Joe Parvin's CNBS, LLC Experience January 2012 - July 2013
Job Investment Officer at Catalyst Corporate FCU
Industry Financial Services
Experience
Catalyst Corporate FCU October 2013 - Present
CNBS, LLC January 2012 - July 2013
Waddell & Reed May 2007 - December 2011
Skills
Bonds, Bloomberg, Fixed Income, Portfolio Management, Investments, Project Management, Financial Analysis, Business Strategy, Business Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Access, Credit Unions, Series 7, Economic Data Analysis, Risk Management, Accounting, Banking, Equities, Financial Services, Finance, Analysis, Analytics
Education
University of Missouri-Kansas City 2007 — 2011
Master of Business Administration (MBA), Finance, General
Truman State University 2000 — 2004
Bachelor's degree, History
Catalyst Corporate FCU October 2013 - Present
CNBS, LLC January 2012 - July 2013
Waddell & Reed May 2007 - December 2011
Skills
Bonds, Bloomberg, Fixed Income, Portfolio Management, Investments, Project Management, Financial Analysis, Business Strategy, Business Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Access, Credit Unions, Series 7, Economic Data Analysis, Risk Management, Accounting, Banking, Equities, Financial Services, Finance, Analysis, Analytics
Education
University of Missouri-Kansas City 2007 — 2011
Master of Business Administration (MBA), Finance, General
Truman State University 2000 — 2004
Bachelor's degree, History
David Dickens, CFA David Dickens, CFA's CNBS, LLC Experience September 1988 - March 1995
Job Wealth Advisor/Owner, JC Grason of Overland Park
Industry Investment Management
Experience
JC Grason of Overland Park March 2010 - Present
CU Holding Company, LLC April 2004 - December 2011
Beyond Marketing, LLC January 2004 - January 2011
U.S. Central December 1997 - February 2009
Corporate One FCU March 1995 - December 1997
CNBS, LLC September 1988 - March 1995
Mark Twain Bank June 1984 - March 1988
Skills
Investments, Investment Advisory, Retirement, Estate Planning, Financial Risk, Asset Management, Wealth Management, Executive Management, Asset Protection, Asset Allocation, Series 65, Retirement income..., Tax efficient investing, Safe money investing, Wealth Transfer, Wealth Preservation..., Wealth Building, Retirement Plan..., SMARTOption investing
Education
University of Missouri-Columbia, College of Business 1976 — 1980
BSBA, Finance
JC Grason of Overland Park March 2010 - Present
CU Holding Company, LLC April 2004 - December 2011
Beyond Marketing, LLC January 2004 - January 2011
U.S. Central December 1997 - February 2009
Corporate One FCU March 1995 - December 1997
CNBS, LLC September 1988 - March 1995
Mark Twain Bank June 1984 - March 1988
Skills
Investments, Investment Advisory, Retirement, Estate Planning, Financial Risk, Asset Management, Wealth Management, Executive Management, Asset Protection, Asset Allocation, Series 65, Retirement income..., Tax efficient investing, Safe money investing, Wealth Transfer, Wealth Preservation..., Wealth Building, Retirement Plan..., SMARTOption investing
Education
University of Missouri-Columbia, College of Business 1976 — 1980
BSBA, Finance
Jeffrey Good, MBA Jeffrey Good, MBA's CNBS, LLC Experience 2007 - 2012
Job
Industry Sports
Experience
Forrest T. Jones 2013 - Present
National Scouting Report 2012 - Present
St. Louis Cardinals 1994 - Present
CNBS, LLC 2007 - 2012
Kansas City Chiefs 2007 - 2007
Dickerson Financial Services 2004 - 2005
A.G. Edwards & Sons, Inc. 2000 - 2002
Merrill Lynch 1997 - 2000
Skills
Sports Marketing, Investments, Sports Management, Baseball, Sports, Ticket Sales, Marketing Strategy, Football, Strategic Planning, New Business Development, Brand Development, Scouting, Statistics, Contract Negotiation, Sports Writing, Survey Design, NFL, Sports Law, Survey Research, Athletes, Survey Development, Financial Analysis, Fixed Income Analysis, Fixed Income Portfolio..., Fixed Income Strategies
Education
San Diego State University-California State University 2006 — 2007
MBA, Sports Business Management
The University of Kansas 1988 — 1992
B.S., Business Administration
Forrest T. Jones 2013 - Present
National Scouting Report 2012 - Present
St. Louis Cardinals 1994 - Present
CNBS, LLC 2007 - 2012
Kansas City Chiefs 2007 - 2007
Dickerson Financial Services 2004 - 2005
A.G. Edwards & Sons, Inc. 2000 - 2002
Merrill Lynch 1997 - 2000
Skills
Sports Marketing, Investments, Sports Management, Baseball, Sports, Ticket Sales, Marketing Strategy, Football, Strategic Planning, New Business Development, Brand Development, Scouting, Statistics, Contract Negotiation, Sports Writing, Survey Design, NFL, Sports Law, Survey Research, Athletes, Survey Development, Financial Analysis, Fixed Income Analysis, Fixed Income Portfolio..., Fixed Income Strategies
Education
San Diego State University-California State University 2006 — 2007
MBA, Sports Business Management
The University of Kansas 1988 — 1992
B.S., Business Administration
Bill Mullally's CNBS, LLC Experience February 2014 - Present
Job Chief Marketing Officer at CNBS, LLC
Industry Financial Services
Experience
CNBS, LLC February 2014 - Present
Southport Capital June 2012 - June 2015
J.P. Morgan October 2008 - June 2012
Oppenheimer & Co. March 2005 - October 2008
Synovus September 2001 - February 2005
Bear Stearns September 1990 - September 2001
Skills
Investments, Portfolio Management, Asset Management, Financial Analysis, Equities, Alternative Investments, Hedge Funds, Venture Capital, Investment Strategies, ETFs, Bonds, Valuation, Asset Allocation, Wealth Management, Private Equity, Securities, Asset Managment, Investment Advisory, Investment Banking, Capital Markets, Investment Management, Fixed Income
Education
Oglethorpe University
Bachelor of Arts (B.A.), Economics, magna cum laude
CNBS, LLC February 2014 - Present
Southport Capital June 2012 - June 2015
J.P. Morgan October 2008 - June 2012
Oppenheimer & Co. March 2005 - October 2008
Synovus September 2001 - February 2005
Bear Stearns September 1990 - September 2001
Skills
Investments, Portfolio Management, Asset Management, Financial Analysis, Equities, Alternative Investments, Hedge Funds, Venture Capital, Investment Strategies, ETFs, Bonds, Valuation, Asset Allocation, Wealth Management, Private Equity, Securities, Asset Managment, Investment Advisory, Investment Banking, Capital Markets, Investment Management, Fixed Income
Education
Oglethorpe University
Bachelor of Arts (B.A.), Economics, magna cum laude
Brian Smith-Vandergriff's CNBS, LLC Experience April 2013 - August 2014
Job Partner at Financial Management Services, Inc. (FMSI)
Industry Capital Markets
Experience
Financial Management Services, Inc. (FMSI) August 2014 - Present
CNBS, LLC April 2013 - August 2014
CNBS, LLC December 2011 - April 2013
CNBS, LLC January 2008 - December 2011
CNBS, LLC February 2006 - January 2008
CNBS, LLC August 2004 - February 2006
CNBS, LLC November 2001 - August 2004
Nigro and Sons, Inc. August 1995 - May 2002
Rockhurst University May 1999 - November 2001
Skills
Portfolio Management, Risk Management, Investments, Outsourcing, Project Management, Management, Leadership, Banking, Analysis, Financial Analysis, Asset Management, Fixed Income, Derivatives, Investment Strategies, Securities, Series 7
Education
Grenoble Ecole de Management 2009 — 2013
Doctorate of Business Administration Candidate
Rockhurst University 2002 — 2003
MBA, Information Systems and Knowledge Management
Rockhurst University 1999 — 2001
Bachelor of Science, Computer Science
Financial Management Services, Inc. (FMSI) August 2014 - Present
CNBS, LLC April 2013 - August 2014
CNBS, LLC December 2011 - April 2013
CNBS, LLC January 2008 - December 2011
CNBS, LLC February 2006 - January 2008
CNBS, LLC August 2004 - February 2006
CNBS, LLC November 2001 - August 2004
Nigro and Sons, Inc. August 1995 - May 2002
Rockhurst University May 1999 - November 2001
Skills
Portfolio Management, Risk Management, Investments, Outsourcing, Project Management, Management, Leadership, Banking, Analysis, Financial Analysis, Asset Management, Fixed Income, Derivatives, Investment Strategies, Securities, Series 7
Education
Grenoble Ecole de Management 2009 — 2013
Doctorate of Business Administration Candidate
Rockhurst University 2002 — 2003
MBA, Information Systems and Knowledge Management
Rockhurst University 1999 — 2001
Bachelor of Science, Computer Science
Hemant Taparia, CFA's CNBS, LLC Experience May 2003 - July 2006
Job VP, Capital Markets Risk at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank October 2008 - Present
Indymac Bank July 2006 - October 2008
CNBS, LLC May 2003 - July 2006
Skills
Derivatives, FX Options, Fixed Income, Financial Risk, Interest Rate..., Commodity, Portfolio Management, Banking, Financial Modeling, Financial Analysis, Risk Management, Valuation, Bloomberg
Education
University of Tulsa 2001 — 2002
MS Finance, Risk Management
Solvay Business School 2000 — 2001
MBA, Corporate Planning
University of Delhi 1994 — 1997
Bachelor of Commerce (B.Com.), Business/Commerce, General
Fifth Third Bank October 2008 - Present
Indymac Bank July 2006 - October 2008
CNBS, LLC May 2003 - July 2006
Skills
Derivatives, FX Options, Fixed Income, Financial Risk, Interest Rate..., Commodity, Portfolio Management, Banking, Financial Modeling, Financial Analysis, Risk Management, Valuation, Bloomberg
Education
University of Tulsa 2001 — 2002
MS Finance, Risk Management
Solvay Business School 2000 — 2001
MBA, Corporate Planning
University of Delhi 1994 — 1997
Bachelor of Commerce (B.Com.), Business/Commerce, General
Brian Hague, CFA's CNBS, LLC Experience January 1998 - April 2013
Job Senior Consultant at The Rochdale Group, Inc.
Industry Financial Services
Experience
The Rochdale Group, Inc. February 2014 - Present
5 Minute Business Mind July 2013 - September 2014
Independent May 2013 - February 2014
University of St. Mary August 2013 - January 2014
CNBS, LLC January 1998 - April 2013
CNBS, LLC February 1995 - December 1997
CNBS, LLC May 1992 - January 1995
Franklin Savings Association 1988 - 1992
Federal Home Loan Bank of Indianapolis July 1986 - January 1988
Skills
Investments, Series 63, Credit Unions, Financial Analysis, Asset Management, Public Speaking, Writing, Training, Fixed Income Portfolio..., Financial Risk, Series 24, Series 7, Series 65, Chartered Financial..., Problem Solving, Finance, Investment Advisory, Trading, Leadership, Financial Advisory, Strategic Planning, Business Strategy, Outstanding..., Asset Allocation, Investment Strategies, Wealth Management, Mutual Funds, Securities, Strategic Financial..., Banking, Derivatives, Financial Institutions, Small Business, Financial Services, Economics, Capital Markets, Bloomberg, Executive Management, Credit, Loans, Cash Management, Management, Analysis, Relationship Management, Fixed Income, Mergers & Acquisitions, Commercial Lending, Financial Planning, Risk Management, Portfolio Management
Education
Pittsburg State University 1983 — 1985
MBA, Management
Pittsburg State University 1978 — 1983
BA, Psychology; Business Minor
The Rochdale Group, Inc. February 2014 - Present
5 Minute Business Mind July 2013 - September 2014
Independent May 2013 - February 2014
University of St. Mary August 2013 - January 2014
CNBS, LLC January 1998 - April 2013
CNBS, LLC February 1995 - December 1997
CNBS, LLC May 1992 - January 1995
Franklin Savings Association 1988 - 1992
Federal Home Loan Bank of Indianapolis July 1986 - January 1988
Skills
Investments, Series 63, Credit Unions, Financial Analysis, Asset Management, Public Speaking, Writing, Training, Fixed Income Portfolio..., Financial Risk, Series 24, Series 7, Series 65, Chartered Financial..., Problem Solving, Finance, Investment Advisory, Trading, Leadership, Financial Advisory, Strategic Planning, Business Strategy, Outstanding..., Asset Allocation, Investment Strategies, Wealth Management, Mutual Funds, Securities, Strategic Financial..., Banking, Derivatives, Financial Institutions, Small Business, Financial Services, Economics, Capital Markets, Bloomberg, Executive Management, Credit, Loans, Cash Management, Management, Analysis, Relationship Management, Fixed Income, Mergers & Acquisitions, Commercial Lending, Financial Planning, Risk Management, Portfolio Management
Education
Pittsburg State University 1983 — 1985
MBA, Management
Pittsburg State University 1978 — 1983
BA, Psychology; Business Minor
Dirk Richter's CNBS, LLC Experience September 2002 - June 2003
Job Investment Professional
Industry Financial Services
Experience
UMB Financial (Scout Investment Advisors) March 2004 - September 2010
CNBS, LLC September 2002 - June 2003
American Century Investments October 1997 - September 2002
Skills
Investments, Mutual Funds, Fixed Income
Education
University of Kansas - Graduate School of Business 1999 — 2002
MBA, Finance
The University of Kansas 1989 — 1994
Bachelor of Science, Business Administration
UMB Financial (Scout Investment Advisors) March 2004 - September 2010
CNBS, LLC September 2002 - June 2003
American Century Investments October 1997 - September 2002
Skills
Investments, Mutual Funds, Fixed Income
Education
University of Kansas - Graduate School of Business 1999 — 2002
MBA, Finance
The University of Kansas 1989 — 1994
Bachelor of Science, Business Administration
Brett Coughlin's CNBS, LLC Experience April 2007 - February 2014
Job Fixed Income Trader at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed March 2014 - Present
CNBS, LLC April 2007 - February 2014
Skills
Accounting, Asset Management, Banking, Bloomberg, Bonds, Derivatives, Electronic Trading, Equities, Equity Trading, FINRA, Financial Analysis, Financial Modeling, Financial Services, Insurance, Investment Advisory, Investment Management, Investments, Market Analysis, New Business Development, Risk Management, Securities, Series 63, Series 7, Strategic Planning, Trading Systems, Wealth Management, Alternative Investments, Business Development, Capital Markets, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Investment Strategies, Loans, Mutual Funds, Options, Portfolio Management, Start-ups, Trading, Equity Research, Financial Markets
Education
Hamilton College 1991 — 1995
Waddell & Reed March 2014 - Present
CNBS, LLC April 2007 - February 2014
Skills
Accounting, Asset Management, Banking, Bloomberg, Bonds, Derivatives, Electronic Trading, Equities, Equity Trading, FINRA, Financial Analysis, Financial Modeling, Financial Services, Insurance, Investment Advisory, Investment Management, Investments, Market Analysis, New Business Development, Risk Management, Securities, Series 63, Series 7, Strategic Planning, Trading Systems, Wealth Management, Alternative Investments, Business Development, Capital Markets, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Investment Strategies, Loans, Mutual Funds, Options, Portfolio Management, Start-ups, Trading, Equity Research, Financial Markets
Education
Hamilton College 1991 — 1995
Tanis Carey, PHR's CNBS, LLC Experience 1993 - 1997
Job
Industry Financial Services
Experience
Chapman & Co. October 2009 - Present
Interconnect Devices, Inc. June 1997 - October 2009
CNBS, LLC 1993 - 1997
Coopers & Lybrand 1991 - 1992
Pepsi-Cola 1991 - 1991
Education
Ottawa University
Bachelor of Arts, Management
Spencerport High School
Chapman & Co. October 2009 - Present
Interconnect Devices, Inc. June 1997 - October 2009
CNBS, LLC 1993 - 1997
Coopers & Lybrand 1991 - 1992
Pepsi-Cola 1991 - 1991
Education
Ottawa University
Bachelor of Arts, Management
Spencerport High School
Chuck Honeywell's CNBS, LLC Experience April 2007 - Present
Job
Industry Investment Management
Experience
CNBS, LLC April 2007 - Present
Skills
Portfolio Management, Fixed Income, Investments, Asset Management, Bloomberg, Financial Analysis, Series 63, Series 7, Mutual Funds, Trading, Wealth Management, Securities, Asset Allocation, Investment Strategies, Capital Markets, Bonds
Education
Colorado State University
CNBS, LLC April 2007 - Present
Skills
Portfolio Management, Fixed Income, Investments, Asset Management, Bloomberg, Financial Analysis, Series 63, Series 7, Mutual Funds, Trading, Wealth Management, Securities, Asset Allocation, Investment Strategies, Capital Markets, Bonds
Education
Colorado State University
Doug Parr's CNBS, LLC Experience 2014 - Present
Job Risk Analyst at CNBS, LLC
Industry Accounting
Experience
CNBS, LLC 2014 - Present
Resources Global Professionals April 2011 - October 2014
Catalent 2012 - 2013
RSM McGladrey, Inc. - Schaumburg, IL August 2010 - January 2011
The Corvus Group March 2010 - June 2010
Zurich Direct Underwriters 2006 - 2009
Great American Acceptance Co. (A div. of National Bank of Kansas City) 2004 - 2006
Continental General Insurance Co. 2001 - 2003
Kansas City Metropolitan Credit Union 2000 - 2001
J.Tenbrink & Associates, CPAs January 1995 - 2000
Skills
Auditing
Education
University of Nebraska-Lincoln 1981 — 1986
BSBA, Accounting Emphasis
CNBS, LLC 2014 - Present
Resources Global Professionals April 2011 - October 2014
Catalent 2012 - 2013
RSM McGladrey, Inc. - Schaumburg, IL August 2010 - January 2011
The Corvus Group March 2010 - June 2010
Zurich Direct Underwriters 2006 - 2009
Great American Acceptance Co. (A div. of National Bank of Kansas City) 2004 - 2006
Continental General Insurance Co. 2001 - 2003
Kansas City Metropolitan Credit Union 2000 - 2001
J.Tenbrink & Associates, CPAs January 1995 - 2000
Skills
Auditing
Education
University of Nebraska-Lincoln 1981 — 1986
BSBA, Accounting Emphasis
Tim Dougherty's CNBS, LLC Experience January 1995 - April 2007
Job Fixed Income Capital Markets Sales at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. April 2007 - Present
CNBS, LLC January 1995 - April 2007
US Central Credit Union January 1990 - January 1995
Education
Rockhurst University 1984 — 1988
Finance / Economics
Stifel Financial Corp. April 2007 - Present
CNBS, LLC January 1995 - April 2007
US Central Credit Union January 1990 - January 1995
Education
Rockhurst University 1984 — 1988
Finance / Economics
Robert Cripe's CNBS, LLC Experience May 2003 - January 2007
Job SVP, Regional Manager, Institutional Investments at BOK Financial
Industry Financial Services
Experience
BOK Financial February 2014 - Present
BOK Financial February 2007 - January 2014
CNBS, LLC May 2003 - January 2007
Citigroup Capital Strategies February 1997 - April 2003
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1999
Master of Business Administration (M.B.A.)
Rockhurst University 1987 — 1991
Bachelor's Degree, Finance Economics, Magna Cum Laude
BOK Financial February 2014 - Present
BOK Financial February 2007 - January 2014
CNBS, LLC May 2003 - January 2007
Citigroup Capital Strategies February 1997 - April 2003
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1999
Master of Business Administration (M.B.A.)
Rockhurst University 1987 — 1991
Bachelor's Degree, Finance Economics, Magna Cum Laude
Kristen Ganaway's CNBS, LLC Experience February 2006 - December 2007
Job Sales Operations Analyst II
Industry Telecommunications
Experience
Zayo Group April 2013 - Present
Ameriteach 2010 - 2010
SPRINT NEXTEL CORP January 2007 - August 2009
CNBS, LLC February 2006 - December 2007
KFORCE STAFFING February 2006 - December 2006
CNBS, LLC January 2002 - January 2006
Education
Baker University
Bachelor, Business Administration
Zayo Group April 2013 - Present
Ameriteach 2010 - 2010
SPRINT NEXTEL CORP January 2007 - August 2009
CNBS, LLC February 2006 - December 2007
KFORCE STAFFING February 2006 - December 2006
CNBS, LLC January 2002 - January 2006
Education
Baker University
Bachelor, Business Administration
Bud Gill, CFA's CNBS, LLC Experience 2000 - 2001
Job Assistant Treasurer at Federal Home Loan Bank of Dallas
Industry Banking
Experience
Federal Home Loan Bank of Dallas April 2001 - Present
CNBS, LLC 2000 - 2001
Smith Breeden Associates 1998 - 2000
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
The University of Kansas 1993 — 1998
BS, Business
Federal Home Loan Bank of Dallas April 2001 - Present
CNBS, LLC 2000 - 2001
Smith Breeden Associates 1998 - 2000
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
The University of Kansas 1993 — 1998
BS, Business
Timothy Ellington's CNBS, LLC Experience January 2015 - Present
Job Managing Director at J P Morgan Securities (Retired)
Industry Investment Banking
Experience
CNBS LLC January 2015 - Present
J P Morgan Securities January 1987 - December 2013
Skills
Investment Banking, Equities, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Private Equity, Valuation, Alternative Investments, Investments, Asset Management, Financial Modeling, Equity Derivatives
Education
Florida International University 1975 — 1977
MSM, Finance and Financial Management Services, Graduate School
University of Alabama 1968 — 1971
BS, Marketing
Jacksonville State University 1967 — 1968
Finance
S. R. Butler High School 1964 — 1967
Diploma, College Preparatory
CNBS LLC January 2015 - Present
J P Morgan Securities January 1987 - December 2013
Skills
Investment Banking, Equities, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Private Equity, Valuation, Alternative Investments, Investments, Asset Management, Financial Modeling, Equity Derivatives
Education
Florida International University 1975 — 1977
MSM, Finance and Financial Management Services, Graduate School
University of Alabama 1968 — 1971
BS, Marketing
Jacksonville State University 1967 — 1968
Finance
S. R. Butler High School 1964 — 1967
Diploma, College Preparatory
Mike Dixson's CNBS, LLC Experience July 2000 - November 2002
Job Partner at Financial Management Services, Inc. (FMSI)
Industry Banking
Experience
Financial Management Services, Inc. (FMSI) October 2014 - Present
Commerce Bank January 2003 - September 2014
CNBS, LLC July 2000 - November 2002
Tinker Federal Credit Union April 1998 - June 2000
Office of the Comptroller of the Currency January 1994 - April 1998
Federal Reserve Bank of Kansas City October 1991 - January 1994
Education
University of Central Oklahoma 1989 — 1991
Master of Business Administration (M.B.A.), Finance
University of 0klahoma 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Financial Management Services, Inc. (FMSI) October 2014 - Present
Commerce Bank January 2003 - September 2014
CNBS, LLC July 2000 - November 2002
Tinker Federal Credit Union April 1998 - June 2000
Office of the Comptroller of the Currency January 1994 - April 1998
Federal Reserve Bank of Kansas City October 1991 - January 1994
Education
University of Central Oklahoma 1989 — 1991
Master of Business Administration (M.B.A.), Finance
University of 0klahoma 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance and Accounting