CUSO Financial Services logo

CUSO Financial Services jobs and careers

San Diego, CA, United States

About CUSO Financial Services

Established in 1997, CUSO Financial Services, L.P. (Member FINRA/SIPC) was founded to enhance credit union value by providing efficient and effective investment programs for your members using advanced technology solutions and responsive expertise.

Founded
1997
Employees
350
Headquarters
San Diego

Leadership

The top of CUSO Financial Services's org chart, with how many people report into each leader.

SMPhoto of Sean Meighan

Sean Meighan

Head of Advisory Services

11 reports

JRPhoto of John Reinhardt

John Reinhardt

Chief Technology Officer

5 reports

PFPhoto of Patricia Flores

Patricia Flores

Vice President, Financial Services Manager

3 reports

AHPhoto of Amanda Hawley

Amanda Hawley

General Counsel

1 report

BBPhoto of Brian Bichler

Brian Bichler

Co-Head of Financial Institution Channel

DGPhoto of Danielle Goodsell

Danielle Goodsell

Head of Human Resources

JPPhoto of John Picone

John Picone

Head of Investment Solutions

BHPhoto of Bob Holcomb

Bob Holcomb

Chief Marketing Officer

RC

Richard Champion

Advisor Development Manager

2 reports

DV

Devan Vellios

Wealth Management Advisor

TB

T. Janette Brock

OSJ/Branch Sup

SBPhoto of Sam Bogaczyk

Sam Bogaczyk

Wealth Management Advisor

TBPhoto of Thomas Brunz

Thomas Brunz

Executive Financial Advisor

JAPhoto of John Anderson

John Anderson

Senior Financial Advisor

JHPhoto of Joseph Herron

Joseph Herron

Senior Financial Advisor

MDPhoto of Makay Dobbins

Makay Dobbins

Financial Advisor

Jobs at CUSO Financial Services

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