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Bob Conrad

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Bob Conrad

Vice President, Financial Institution Recruiting | CUSO Financial Services

Pittsburgh, Pennsylvania, United States

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Bob Conrad

Summary

Bob Conrad is a seasoned financial services professional with over two decades of experience in recruiting and leadership roles. Currently serving as the VP of Financial Institution Recruiting at CUSO Financial Services, he is dedicated to helping financial advisors navigate new opportunities in the industry. Bob's extensive background spans various sectors, including banking and insurance, where he has honed his skills in business development and relationship management. With an MBA specializing in Finance from Wake Forest University, he combines academic knowledge with practical experience. His consultative approach and commitment to client success set him apart in the competitive financial landscape. Beyond his professional endeavors, Bob is passionate about mentoring emerging leaders in the finance sector.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Consulting Experience

Bob Conrad

Work Experience

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Vice President, Financial Institution Recruiting at

CUSO Financial Services

October 2021 - Present

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Senior BDM Engagement Learning & Innovation, US at

AICPA

March 2019 - October 2019

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Senior Business Development Manager - CGMA at

AICPA

March 2018 - February 2019

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Senior Account Executive at

Sherpa | Recruiting, Staffing & Consulting

September 2017 - March 2018

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Regional Director of Recruiting / Branch Office Development at

Lincoln Financial

December 2014 - October 2016

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AVP - Advisor Recruiting - Institution Services at

LPL Financial

January 2006 - November 2014

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Sales Representative at

Excelsior Insurance Brokerage

July 2004 - July 2005

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Group Benefits Sales Representative at

Principal Financial Group

April 1998 - June 2004

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Associate Group Specialist at

Northwestern Mutual

July 1995 - April 1998

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Bob Conrad

Education

Wake Forest University - Babcock Graduate School of Management, Mba

Frequently Asked Questions about Bob Conrad

What is Bob Conrad email address?

Bob Conrad's primary email address is *******@cusonet.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Bob Conrad work for?

Bob Conrad is a Vice President, Financial Institution Recruiting at CUSO Financial Services, a company specializing in Functions related to depository banking.

Where Bob Conrad graduated from?

Bob Conrad holds a degree in Finance from Wake Forest University - Babcock Graduate School of Management.

How can I directly contact Bob Conrad?

To contact Bob Conrad directly, you can use the email address *******@cusonet.com. Complete contact information is available upon registration with Muraena.

Who is Bob Conrad?

Bob Conrad is a seasoned financial services professional with over two decades of experience in recruiting and leadership roles. Currently serving as the VP of Financial Institution Recruiting at CUSO Financial Services, he is dedicated to helping financial advisors navigate new opportunities in the industry. Bob's extensive background spans various sectors, including banking and insurance, where he has honed his skills in business development and relationship management. With an MBA specializing in Finance from Wake Forest University, he combines academic knowledge with practical experience. His consultative approach and commitment to client success set him apart in the competitive financial landscape. Beyond his professional endeavors, Bob is passionate about mentoring emerging leaders in the finance sector.

Bob`s contact details

mail

*******@cusonet.com

Colleagues

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Member Board of Directors

Stephen Widner

Vice President

Stephen Widner

Vice President Operations

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Shari Januszewski

Vice President Of Business Development

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Deanne Laurvick

VP, Program Marketing

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Kate Birchell

Vice President, UAT & Platform Maintenance

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Rebecca Shelton

Vice President, Strategic Services

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Kevin Mummau

Managing Director - Co-Head Financial Institution Channel

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Patricia Flores Pmp

Vice President, Financial Services Manager

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