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.

Finance

CUSO Financial Services

CUSO Financial Services' headquarters in San Diego, CA, United States

Bob Holcomb

John Reinhardt

Brian Bichler

Amanda Hawley

Sean Meighan

Danielle Goodsell

John Picone

Patricia Flores

Ken Butler Cfp®

Jon Davis

Mark Curtis

Erdal Elmas

Jason Lewis

Joseph Whiting

Gilbert Gil

Doris Caramello

Ryan Tingey

Anh Nguyen

Program Management Team

Operations and Support

Leadership Team

CUSO Financial Services

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Teams

Program Management Team

Operations and Support

Leadership Team

Offices

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