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ABOUT CBIS.

We are CBIS

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Our People

The leaders who drive
CBIS forward

Our leadership team brings decades of financial services experience, united by a shared commitment to independence, innovation, and service.

Senior Leadership

Amy Webber
Amy Webber
Chief Executive Officer
Eric Schwartz
Eric Schwartz
Executive Chairman

Presidents

Colleen Bell
Colleen Bell
President, Innovation & Experience
Jeff Vivacqua
Jeff Vivacqua
President, Growth & Development
Seth Miller
Seth Miller
President, Advocacy & Administration

Executive Vice Presidents

Dan Sullivan
Dan Sullivan
EVP, Corporate Strategy
Rick Boyles
Rick Boyles
EVP, Chief Financial Officer
Nick Graham
Nick Graham
EVP, Chief Technology Officer
Tammy Robbins
Tammy Robbins
EVP, Chief Business Dev. Officer

Join a team that puts
independence first

Explore career opportunities and become part of a team that's redefining independent financial services.