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Published on: 7/10/2007
Last Visited: 7/10/2007
Brad Miller, CFA, CPA Managing Director, Corporate Strategies GroupTel:(913) 227-6022Toll Free: (888) 872-0440, ext. 6022Fax: (913) 227-6364
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Mr. Miller is Managing Director of the corporate strategies group of CU Investment Solutions, Inc (ISI).The corporate strategies group provides risk and portfolio reporting, investment advisory, portfolio and strategic planning, educational, and a variety of consulting services to corporate credit union clients.
Mr. Miller has a BS in Business Administration and Accounting from the University of Kansas, an MBA form Washburn University and holds a CPA certificate as well as a CFA charter.He is a member of the American Institute of Certified Public Accountants, the Kansas City CFA Society and the CFA Institute prior to joining ISI, Mr. Miller was a senior portfolio strategist for CNBS and was directly responsible for managing credit union clients' fixed income portfolios on a nondiscretionary basis.Mr. Miller holds NASD series 7, 66, and 24 registrations.
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Brad Miller , CRD 2323978 CU Investment Solutions, Inc., CRD 43753