Brian Bichler

Co-Head of Financial Institution Channel at CUSO Financial Services

For more than 20 years, Brian has been developing award-winning digital platform experiences that blend core wealth management capabilities with support, training and communications.

He has a proven ability to drive revenue growth, improve business efficiencies and develop systems that deepen client engagement for both financial institution wealth management programs and independent financial practices.

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Kevin Mummau

Co-Head of Financial Institution Channel

Bob Holcomb

Chief Marketing Officer

John Reinhardt

Chief Technology Officer

Amanda Hawley

General Counsel

Sean Meighan

Head of Advisory Services

Danielle Goodsell

Head of Human Resources

John Picone

Head of Investment Solutions

Patricia Flores

Vice President, Financial Services Manager

Timeline

  • Co-Head of Financial Institution Channel

    Current role

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