David Filby is a highly qualified professional, that works in Smart Source Solutions on the position of Board Member - Secretary and Treasurer since 2013. David has earned professional experience in more than seven positions at different companies. David Filby went to the University of Missouri and received education. Kansas City, Missouri is the area, where this professional was lastly known to live. This professional's e-mail and phone are accessed through this website on demand.
Name variants:
Daved Filby,
Dayvid Filby,
Dave Filby,
Davey Filby,
Davie Filby,
Davy Filby
Last updated Apr 28, 2024
Contact Information
Last Update
Jul 17, 2022
Email
da**@yahoo.com
Location
Kansas City, MO
Company
Smart Source Solutions
Workplace
Board Member - Secretary and Treasurer
Work History
President and Portfolio Manager
President of registered investment advisor (RIA), responsible for all aspects of business, including mutual fund management. Portfolio manager of the Corporate America CU Short Duration Fund...
from Apr 2013
Evp, Investments
4365 Crescent Rd, Irondale, AL 35210
Founded in 1982 and based in Irondale, Alabama, Corporate America Credit Union is a dedicated, not-for-profit financial cooperative governed by a board of directors elected from and by our m...
from Jan 1, 2013
Director, Asset and Liability
9701 Renner Blvd SUITE 100, Lenexa, KS 66219
Managed Asset/Liability function and oversaw two financial professionals.
Worked closely with National Credit Union Administration (NCUA) capital markets staff to assess risk and evaluate ...
Jan 2010 — Mar 2012
Senior Vice President
7200 west 132Nd St SUITE 240, Overland Park, KS 66213
Client Strategies Group
Ultimately responsible for over thirty client relationships with investments under advice in excess of $2 billion.
Development and business planning of new and exi...
Jan 1999 — Jan 2000
Vice-President and Senior Portfolio Strategist
7200 west 132Nd St SUITE 240, Overland Park, KS 66213
Advised on over $1.2 billion of fixed income securities for institutional clients.
Developed explanatory statistical models and forecasting tools.
Taught educational classes on advanced i...
Jan 1997 — Jan 1999
Education
Occupations
Executive
Board Member
Health Specialist
Secretary
Treasurer
Financial Broker
Portfolio Manager
Chairperson
Advisor
Management Team Executive
Operations Manager
Financial Officer
Financial Manager
Investment Analyst
Financial Analyst
Chief Executive
Skills
Fixed Income
Portfolio Management
Capital Markets
Investments
Mbs
Investment Portfolio
Financial Analysis
Bloomberg
Investment Advisory
Abs
Credit Unions
Investment Management
Bonds
Investment Strategies
Securitization
Money Market
Alternative Investments
Agency Mbs
Bond Markets
Chartered Financial Analyst
Fixed Income Strategies
Statistical Modeling
Interest Rate Derivatives
Credit Derivatives
Economics
Corporate Credit
Brokerage
Asset Backed Financing
Options Strategies
Equity Derivatives
Asset Backed Securitization