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 leadership team at CUSO Financial Services has a history of working at various financial institutions including CUSO Financial, LP and Sorrento Pacific Financial, LLC, WS Griffith, and LPL Financial. They have a combined education in finance and management science from San Diego State University and UC San Diego.

Leadership Team

CEO and Executive Team

Founding Team

Leadership Team

About

Team members

Other teams at CUSO Financial Services

CEO and Executive Team

Founding Team