CUSO Financial Services

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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.

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Bob Holcomb

Chief Marketing Officer

John Reinhardt

Chief Technology Officer

Amanda Hawley

General Counsel

Kevin Mummau

Co-Head of Financial Institution Channel

Brian Bichler

Co-Head of Financial Institution Channel

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

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Program Management Team

8 members

Operations and Support

7 members

Leadership Team

6 members

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