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

Kevin Mummau

Bob Holcomb

John Reinhardt

Brian Bichler

Amanda Hawley

Sean Meighan

Danielle Goodsell

John Picone

Patricia Flores

The executive team at CUSO Financial Services has a history of working in the financial industry, with experience at companies such as Sorrento Pacific Financial, LLC and WS Griffith. They also have compliance experience from working at LPL Financial. The team is educated, with degrees in finance and management science from San Diego State University and UC San Diego.

CEO and Executive Team

Leadership Team

Founding Team

CEO and Executive Team

About

Team members

Other teams at CUSO Financial Services

Leadership Team

Founding Team