CUSO Financial Services Employee Directory

Financial ServicesCalifornia, United States201-500 Employees

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. Because of our commitment to financial institutions as partners, and not just as clients, we have become experts in creating successful programs that meet your needs and those of your members.  

CFS is headquartered in San Diego with branch offices nationwide, and works with hundreds of credit unions across the country. CFS is a full-service broker/dealer and SEC Registered Investment Adviser offering customized investment and insurance solutions to credit unions. For more information, call 858-530-4400 or visit www.cusonet.com.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA (www.finra.org) / SIPC (www.sipc.org)) and SEC Registered Investment Advisor. Products offered through CFS: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Credit Unions have contracted with CFS to make non-deposit investment products and services available to credit union members.

Find CUSO Financial Services employees' phone numbers or email addresses

CUSO Financial Services Global Highlights

North America
618

United States Of America
611
Canada
7

Europe
3

United Kingdom Of Great Britain And Northern Ireland
2
France
1

Africa
2

Ghana
2

Asia
2

Indonesia
1
Thailand
1

South America
2

Bolivia
2

CUSO Financial Services's Leadership

A. B.
COO & Co-Founder
Mobile Phone
Email
A. B.
COO & Co-Founder
Mobile Phone
Email
E. E.
Chief Operating Officer
Mobile Phone
Email
K. J. W.
Chief Marketing Officer
Mobile Phone
Email
P. V.
Chief Compliance Officer
Mobile Phone
Email
D. J.
Vice President Of Wealth Management
Mobile Phone
Email
S. J.
Vice President Of Business Development
Mobile Phone
Email
B. S.
Vice President 4s Shared Technology Services
Mobile Phone
Email

Contact profiles from CUSO Financial Services

Name

Title

Contact Info

Location

Last Update

K. M.
Cro Chief Relationship Officer
Mobile Phone
Email
United StatesCalifornia
Dec 18, 2024
A. B.
Coo & Co-Founder
Mobile Phone
Email
UNITED STATES
Aug 29, 2024
A. B.
COO & Co-Founder
Mobile Phone
Email
UNITED STATES
Nov 04, 2024
A. B.
COO & Co-Founder
Mobile Phone
Email
United StatesCalifornia
Nov 04, 2024
A. P.
Executive Assistant To The Chief Executive Officer And Chief Operating Officer
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
B. J.
Owner
Mobile Phone
Email
Oct 23, 2024
E. C.
Managing Director, Chief Compliance Officer
Mobile Phone
Email
United StatesCalifornia
Oct 21, 2024
E. E.
Chief Operating Officer
Mobile Phone
Email
Oct 21, 2024
K. J. W.
Chief Marketing Officer
Mobile Phone
Email
UNITED STATES
Oct 21, 2024
P. V.
Chief Compliance Officer
Mobile Phone
Email
UNITED STATES
Oct 18, 2024

Frequently Asked Questions

What is CUSO Financial Services known for?

CUSO Financial Services was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 10150 Meanley Drive, 1st Floor San Diego, CA 92131 US; you can contact the main corporate office by phone at

+1-800-686-****

. Explore CUSO Financial Services's company overview page for more information.

What is CUSO Financial Services's most common email format?

CUSO Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CUSO Financial Services email formats with LeadIQ.

How many employees does CUSO Financial Services have currently?

CUSO Financial Services has approximately 283 employees as of December 2024. These team members are located across 5 continents, including North AmericaEuropeAfrica.

Who are CUSO Financial Services's key employees and leadership?

As of December 2024, CUSO Financial Services's key employees include:

COO & Co-Founder: A. B.
COO & Co-Founder: A. B.
Chief Operating Officer: E. E.
Chief Marketing Officer: K. J. W.
Chief Compliance Officer: P. V.

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