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

Erdal Elmas

Kate Birchell

Jason Lewis

Joseph Whiting

Magda Skowron

Makay Dobbins

Gilbert Gil

Ryan Tingey

The Program Management Team at CUSO Financial Services oversees the development and implementation of investment programs for credit unions, ensuring they align with company objectives and compliance standards. This team leverages advanced technology and their collective expertise to enhance the value provided to credit union members.

Program Management Team

The Operations and Support team at CUSO Financial Services ensures seamless functionality and regulatory compliance of investment programs. They manage technology platforms, provide expert customer service, oversee human resources, and ensure brokerage and regulatory standards are met, all to enhance the value credit unions provide to their members.

Operations and Support

The Leadership Team at CUSO Financial Services drives strategic initiatives and oversees the company's operations to enhance member value through innovative investment solutions. Composed of executives from marketing, technology, and financial services, the team collaborates to ensure seamless execution of programs and effective use of advanced technology, positioning the company for sustained growth in the credit union sector.

Leadership Team

CUSO Financial Services

Org chart

Teams

Program Management Team

Operations and Support

Leadership Team

Offices

CUSO Financial Services

Org chart

Teams

Program Management Team

Operations and Support

Leadership Team

Offices

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