President and Chief Executive Officer and Co-Founder
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.
Seasoned financial professional and attorney who founded two investment firms to serve financial institutions and their clients, specifically, CFS for credit unions and SPF for regional and local banks. Holds multiple licenses: S4 (Registered Options Principal), S7 (Full Registration/General Securities Representative), S24 (General Securities Principal), and S27 (Financial and Operations Principal) with NASD, and is registered as a broker-dealer agent (AG) and investment advisor representative (RA) in California. In the last 15 years, the companies have grown from small start-ups to leading service providers in the financial institutions industry, generating consistently higher revenues year over year, and employing more than 120 staffers and 400 registered representatives. Our efforts and guidance of our executive management team have grown CFS and SPF to be fair-minded, collaborative companies that empower employees to be their best, to participate in the planning and development of the company and to share in the successes. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”) and Sorrento Pacific Financial, LLC ("SPF"), registered broker-dealers (Member FINRA (www.finra.org) / SIPC (www.sipc.org)) and SEC Registered Investment Advisors. Products offered through CFS and SPF: 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 and Banks have contracted with CFS and SPF to make non-deposit investment products and services available to credit union members and bank clients.
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