Co-Founder and Chief Operating Officer
CUSO Financial Services, L.P. (Member FINRA/SIPC) is headquartered in San Diego and has more than 130 credit union users, including 26 of the top 100 credit unions in the country. With branch offices located nationwide, and more than 350 licensed representatives, CFS is a full-service broker/dealer and SEC Registered Investment Adviser offering customized investment and insurance solutions to credit unions.
Over 20 years’ experience in IT delivering technology based business change with the focus of strategic differentiation. Served as director of information technology & facilities for VMRF, before joining Cuso Financial Services in 2014. Prior roles include vice president of technical services for ABN AMRO Inc., Co-founded Sterling Trader Inc. and served as a member of the board of directors and COO. Received Executive MBA from San Diego State University and B.S. in Finance from Western Illinois University. Member of the San Diego Society for Information Management (SIM), San Diego CIO Roundtable and Board of Directors for the Association of Information Technology Professionals. 2012 nominated for the San Diego Top Technology Executive Award. 2011, 2013, 2014 and 2015 San Diego Top Tech Exec Judge Specialties: IT & Business Strategy, ERP / CRM (Blackbaud Financial Edge & Peoplesoft), Process Improvement, Business Continuity, Project Management, Infrastructure Design, Deployment/Migrations,Team Leadership P&L / Budgeting, Systems Architecture, Policy Development, Vendor Management, Security, Healthcare Information Technology, Compliance, HIPAA
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