CUSO Financial Services
Industry: Company
DescriptionHeadquarters: California Founded: 1996 Parent organization: Atria Wealth Solutions, Inc. Subsidiary: Cuso Financial Services, L.P., Asset Management Arm
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CUSO Financial Services Employees
Employee
Years
Job
Industry
Scott Milstein Scott Milstein's CUSO Financial Services Experience January 2013 - July 2013
Job Financial Consultant at CUSO Financial Services, LP
Industry Financial Services
Experience
TruMark Financial Credit Union April 2015 - Present
CUSO Financial Services, LP April 2015 - Present
Lincoln Investment July 2013 - April 2015
CUSO Financial Services January 2013 - July 2013
Karr Barth Associates/AXA Advisors, LLC May 2012 - January 2013
Valic April 1986 - May 2012
Clover 1979 - 1986
Skills
Retirement Planning, Fixed Annuities, Retirement, Insurance, Variable Annuities, Series 7, Series 6, Series 63, Asset Allocation, Pensions, Relationship Management, Retirement Income..., Annuity, IRA's, Long-term Care, Asset Managment, Fixed Assets, Mutual funds, Separately Managed..., Portfolio Management, Qualified Retirement..., Retirement Savings, 403 b, 403 b rollover, 401k Rollovers, IRA rollovers, Roth IRA, Investments, Financial Services, 401k, Investment Advisory, Financial Advisory, Series 65, Defined Contribution, Annuity Sales, Rollovers, Securities, Investment Management, Financial Planning, 457 Plans, Retirement Income..., Wealth Management, Index annuities
Education
Temple University 1974 — 1978
TruMark Financial Credit Union April 2015 - Present
CUSO Financial Services, LP April 2015 - Present
Lincoln Investment July 2013 - April 2015
CUSO Financial Services January 2013 - July 2013
Karr Barth Associates/AXA Advisors, LLC May 2012 - January 2013
Valic April 1986 - May 2012
Clover 1979 - 1986
Skills
Retirement Planning, Fixed Annuities, Retirement, Insurance, Variable Annuities, Series 7, Series 6, Series 63, Asset Allocation, Pensions, Relationship Management, Retirement Income..., Annuity, IRA's, Long-term Care, Asset Managment, Fixed Assets, Mutual funds, Separately Managed..., Portfolio Management, Qualified Retirement..., Retirement Savings, 403 b, 403 b rollover, 401k Rollovers, IRA rollovers, Roth IRA, Investments, Financial Services, 401k, Investment Advisory, Financial Advisory, Series 65, Defined Contribution, Annuity Sales, Rollovers, Securities, Investment Management, Financial Planning, 457 Plans, Retirement Income..., Wealth Management, Index annuities
Education
Temple University 1974 — 1978
Sandra DeChastain, CFP Sandra DeChastain, CFP's CUSO Financial Services Experience January 2000 - January 2002
Job Financial Services Professional
Industry Financial Services
Experience
CUSO Financial Services, LP September 2008 - Present
CUPMA 2006 - Present
NACUSO 1997 - 2011
SchoolsFirst Federal Credit Union January 2002 - September 2008
CUSO Financial Services January 2000 - January 2002
Rockwell Federal Credit Union January 1997 - January 2000
Skills
Investments, Financial Services, Leadership, Financial Planning, Series 7, Financial Advisory, Strategic Financial..., Securities, Strategic Planning, Portfolio Management, Management, Program Management, Insurance, Income, Investment Banking, Finance, Employee Benefits, Wealth Management, Banking, Recruiting, Retirement Planning, Mutual Funds, Retirement, Sales, Series 63, Risk Management
Education
The College for Financial Planning 1985 — 1987
CFP
University of Southern California 1985 — 1987
CFP
CUSO Financial Services, LP September 2008 - Present
CUPMA 2006 - Present
NACUSO 1997 - 2011
SchoolsFirst Federal Credit Union January 2002 - September 2008
CUSO Financial Services January 2000 - January 2002
Rockwell Federal Credit Union January 1997 - January 2000
Skills
Investments, Financial Services, Leadership, Financial Planning, Series 7, Financial Advisory, Strategic Financial..., Securities, Strategic Planning, Portfolio Management, Management, Program Management, Insurance, Income, Investment Banking, Finance, Employee Benefits, Wealth Management, Banking, Recruiting, Retirement Planning, Mutual Funds, Retirement, Sales, Series 63, Risk Management
Education
The College for Financial Planning 1985 — 1987
CFP
University of Southern California 1985 — 1987
CFP
Bren McCrary Bren McCrary's CUSO Financial Services Experience July 2010 - May 2011
Job Sr. Accounting Manager at Audatex
Industry Accounting
Experience
Audatex August 2012 - Present
Irdeto January 2012 - August 2012
CUSO Financial Services July 2010 - May 2011
LPL Financial August 2009 - July 2010
ResMed May 2009 - August 2009
Hunter Douglas 2008 - 2009
NuVasive 2007 - 2008
Ligand Pharmaceuticals 2006 - 2007
Invitrogen 2006 - 2006
LPL Financial 2005 - 2006
Skills
Account Reconciliation, Accounting, Financial Analysis, Financial Statements, Fixed Assets, Journal Entries, Management, Variance Analysis, Sarbanes-Oxley Act, Financial Reporting, Budgets
Education
University of California, Berkeley, Haas School of Business 1986 — 1988
Bachelor of Science, Business Administration, Emphases: Accounting & Finance
Berkeley High School
Audatex August 2012 - Present
Irdeto January 2012 - August 2012
CUSO Financial Services July 2010 - May 2011
LPL Financial August 2009 - July 2010
ResMed May 2009 - August 2009
Hunter Douglas 2008 - 2009
NuVasive 2007 - 2008
Ligand Pharmaceuticals 2006 - 2007
Invitrogen 2006 - 2006
LPL Financial 2005 - 2006
Skills
Account Reconciliation, Accounting, Financial Analysis, Financial Statements, Fixed Assets, Journal Entries, Management, Variance Analysis, Sarbanes-Oxley Act, Financial Reporting, Budgets
Education
University of California, Berkeley, Haas School of Business 1986 — 1988
Bachelor of Science, Business Administration, Emphases: Accounting & Finance
Berkeley High School
Margarita Tune Margarita Tune's CUSO Financial Services Experience December 2011 - August 2012
Job Accounting Manager at Lucia Capital Group
Industry Financial Services
Experience
Lucia Capital Group April 2015 - Present
Lucia Capital Group February 2014 - March 2015
CUSO Financial Services, LP September 2012 - February 2014
CUSO Financial Services December 2011 - August 2012
CUSO Financial Services, LP August 2008 - November 2010
CUSO Financial Services, LP November 2007 - July 2008
Bona Fide Consulting August 2004 - March 2007
Skills
Accounting, Account Reconciliation, General Ledger, Financial Reporting, Financial Audits, GAAP, QuickBooks, Financial Analysis, Financial Services, Journal Entries, Revenue Recognition, Accounts Receivable, Accounts Payable, Financial Statements, Internal Controls, US GAAP, Financial Accounting, Great Plains Software, Microsoft Excel, Tax, Fixed Assets, Management, Cash Flow, Cash Management
Education
San Diego State University-California State University
MS, Accounting
Volgograd State University
MS, Economics
Volgograd State University
Bachelors, Business Administration
Lucia Capital Group April 2015 - Present
Lucia Capital Group February 2014 - March 2015
CUSO Financial Services, LP September 2012 - February 2014
CUSO Financial Services December 2011 - August 2012
CUSO Financial Services, LP August 2008 - November 2010
CUSO Financial Services, LP November 2007 - July 2008
Bona Fide Consulting August 2004 - March 2007
Skills
Accounting, Account Reconciliation, General Ledger, Financial Reporting, Financial Audits, GAAP, QuickBooks, Financial Analysis, Financial Services, Journal Entries, Revenue Recognition, Accounts Receivable, Accounts Payable, Financial Statements, Internal Controls, US GAAP, Financial Accounting, Great Plains Software, Microsoft Excel, Tax, Fixed Assets, Management, Cash Flow, Cash Management
Education
San Diego State University-California State University
MS, Accounting
Volgograd State University
MS, Economics
Volgograd State University
Bachelors, Business Administration
Chad Cornwell Chad Cornwell's CUSO Financial Services Experience February 2006 - June 2011
Job Portfolio Specialist in Portfolio Advisor Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2014 - Present
Fidelity Investments February 2013 - June 2014
Merrill Lynch July 2011 - November 2012
Community First Credit Union February 2006 - June 2011
CUSO Financial Services February 2006 - June 2011
West Marine 1999 - 2002
Skills
Financial Advisory, Registered Investment..., Investments, Retirement Planning, Mutual Funds, Insurance, IRAs, Life Insurance, Wealth, Investment Advisory, 401k, Fixed Annuities, Series 7, Asset Allocation, Finance, Financial Services
Education
University of North Florida - College of Business Administration 2002 — 2009
Financial Services
Florida State College at Jacksonville 2002 — 2004
AS
Fidelity Investments June 2014 - Present
Fidelity Investments February 2013 - June 2014
Merrill Lynch July 2011 - November 2012
Community First Credit Union February 2006 - June 2011
CUSO Financial Services February 2006 - June 2011
West Marine 1999 - 2002
Skills
Financial Advisory, Registered Investment..., Investments, Retirement Planning, Mutual Funds, Insurance, IRAs, Life Insurance, Wealth, Investment Advisory, 401k, Fixed Annuities, Series 7, Asset Allocation, Finance, Financial Services
Education
University of North Florida - College of Business Administration 2002 — 2009
Financial Services
Florida State College at Jacksonville 2002 — 2004
AS
Benjamin M. Treadwell Benjamin M. Treadwell's CUSO Financial Services Experience September 2002 - September 2003
Job Management at LPL Financial
Industry Financial Services
Experience
LPL Financial, LLC July 2012 - Present
LPL Financial, LLC June 2011 - July 2012
LPL Financial, LLC August 2007 - June 2011
Accelerated Assets September 2006 - June 2007
Caris and Company January 2004 - August 2006
CUSO Financial Services September 2002 - September 2003
American Express Financial Advisors June 2001 - October 2001
Skills
FINRA, SOX, Internal Audit, Equity Trading, Compliance, Audit, Internal Controls, Risk Management, Operations, Financial Control, Risk Assessment, Financial Services, Finance, Investments, Securities
Education
San Diego State University-California State University 1995 — 2000
BA
UCSD Extension
LPL Financial, LLC July 2012 - Present
LPL Financial, LLC June 2011 - July 2012
LPL Financial, LLC August 2007 - June 2011
Accelerated Assets September 2006 - June 2007
Caris and Company January 2004 - August 2006
CUSO Financial Services September 2002 - September 2003
American Express Financial Advisors June 2001 - October 2001
Skills
FINRA, SOX, Internal Audit, Equity Trading, Compliance, Audit, Internal Controls, Risk Management, Operations, Financial Control, Risk Assessment, Financial Services, Finance, Investments, Securities
Education
San Diego State University-California State University 1995 — 2000
BA
UCSD Extension
Kyle Kennedy, CPA, CFE Kyle Kennedy, CPA, CFE's CUSO Financial Services Experience December 2003 - November 2004
Job CPA Consultant at Kennedy & Kennedy
Industry Accounting
Experience
Kennedy & Kennedy July 2011 - Present
AAA Power Sweepers January 2000 - May 2015
TGG ACCOUNTING September 2010 - March 2011
The Rock Church November 2004 - July 2010
CUSO FINANCIAL SERVICES December 2003 - November 2004
CORADINO HICKEY & HANSON November 1999 - March 2003
SAN DIEGO YOUTH AND COMMUNITY SERVICES December 1998 - November 1999
R. NAVARRO & ASSOCIATES October 1997 - November 1998
Skills
Certified Fraud Examiner, Accounting, Auditing, Financial Reporting, Inventory Management, Account Reconciliation, Budgets, Cash Flow Forecasting, Financial Analysis, Fundraising, General Ledger, Internal Controls, Leadership, Management, Mergers, Microsoft Excel, Microsoft Word, Nonprofits, Outlook, Payroll, New Business Development, Public Speaking, Project Planning, QuickBooks, Small Business, Strategic Planning, Team Building, GAAP, Human Resources, Software Documentation, Leadership Development, Financial Statements
Education
Certified Public Accountant State of California
Bachelor, Science Accounting
San Diego State University-California State University 1996 — 1997
Business, Accounting
Kennedy & Kennedy July 2011 - Present
AAA Power Sweepers January 2000 - May 2015
TGG ACCOUNTING September 2010 - March 2011
The Rock Church November 2004 - July 2010
CUSO FINANCIAL SERVICES December 2003 - November 2004
CORADINO HICKEY & HANSON November 1999 - March 2003
SAN DIEGO YOUTH AND COMMUNITY SERVICES December 1998 - November 1999
R. NAVARRO & ASSOCIATES October 1997 - November 1998
Skills
Certified Fraud Examiner, Accounting, Auditing, Financial Reporting, Inventory Management, Account Reconciliation, Budgets, Cash Flow Forecasting, Financial Analysis, Fundraising, General Ledger, Internal Controls, Leadership, Management, Mergers, Microsoft Excel, Microsoft Word, Nonprofits, Outlook, Payroll, New Business Development, Public Speaking, Project Planning, QuickBooks, Small Business, Strategic Planning, Team Building, GAAP, Human Resources, Software Documentation, Leadership Development, Financial Statements
Education
Certified Public Accountant State of California
Bachelor, Science Accounting
San Diego State University-California State University 1996 — 1997
Business, Accounting
Gary Lewis McPherson II Gary Lewis McPherson II's CUSO Financial Services Experience November 2007 - May 2008
Job Financial Advisor
Industry Financial Services
Experience
McPherson Bradley Wealth Advisors, LLC September 2013 - Present
Financial Advantage Associates, Inc September 2012 - September 2013
Northwestern Mutual Financial Network May 2008 - August 2012
CUSO Financial Services November 2007 - May 2008
Campbell and Company, Inc. February 2002 - April 2007
Professional Management Associates, Inc. (PMA) 2000 - 2002
Education
Towson University 2000 — 2006
BS
University of Pittsburgh 1994 — 1999
BS
Matawan Regional High School 1990 — 1994
McPherson Bradley Wealth Advisors, LLC September 2013 - Present
Financial Advantage Associates, Inc September 2012 - September 2013
Northwestern Mutual Financial Network May 2008 - August 2012
CUSO Financial Services November 2007 - May 2008
Campbell and Company, Inc. February 2002 - April 2007
Professional Management Associates, Inc. (PMA) 2000 - 2002
Education
Towson University 2000 — 2006
BS
University of Pittsburgh 1994 — 1999
BS
Matawan Regional High School 1990 — 1994
Chris Daggs Chris Daggs's CUSO Financial Services Experience December 2005 - August 2010
Job Head Coach at CDM Coaching
Industry Sports
Experience
CDM Coaching January 2014 - Present
Crank Cycling January 2010 - December 2013
CUSO Financial Services December 2005 - August 2010
Education
Illinois State University 1994 — 1998
CDM Coaching January 2014 - Present
Crank Cycling January 2010 - December 2013
CUSO Financial Services December 2005 - August 2010
Education
Illinois State University 1994 — 1998
Loraine Wiser, CPA Loraine Wiser, CPA's CUSO Financial Services Experience October 2002 - October 2008
Job Director of Finance at AlliedPRA
Industry Accounting
Experience
AlliedPRA September 2013 - Present
La Jolla Pacific Development Group November 2011 - April 2013
Profinance Associates, Inc. March 2012 - September 2013
Caris & Company May 2010 - December 2012
Gentry Assoc dba Park Manor Suites October 2008 - December 2012
CUSO Financial Services October 2002 - October 2008
LPL Financial Services April 1999 - October 2002
BancAmerica Robertson Stephens February 1993 - March 1999
Bechtel Investment Realty, Inc October 1990 - February 1993
Deloitte September 1986 - March 1990
Skills
FINRA, Financial Reporting, Accounting, Budgeting, SEC reporting, TOT and Sales Tax Audit..., Hotel and Restaurant..., SEC filings, Budgets, Auditing, Due Diligence, Banking, Financial Services, Securities, Financial Analysis, Finance, General Ledger, Forecasting, CPA, Process Improvement, QuickBooks, Investments, Risk Management, Cash Management, Financial Statements, Account Reconciliation, Financial Accounting, Corporate Finance, Management, US GAAP, IFRS, Payroll, PeopleSoft, Variance Analysis, Financial Audits, Executive Management, Strategic Financial..., Portfolio Management, Strategy, GAAP, Mergers & Acquisitions, Internal Controls, Financial Modeling, Managerial Finance, Asset Management, Sarbanes-Oxley Act, Internal Audit
Education
San Diego State University-California State University 1984 — 1986
B.S., Accounting
San Diego Mesa College 1982 — 1984
Associate's degree, Business Administration
AlliedPRA September 2013 - Present
La Jolla Pacific Development Group November 2011 - April 2013
Profinance Associates, Inc. March 2012 - September 2013
Caris & Company May 2010 - December 2012
Gentry Assoc dba Park Manor Suites October 2008 - December 2012
CUSO Financial Services October 2002 - October 2008
LPL Financial Services April 1999 - October 2002
BancAmerica Robertson Stephens February 1993 - March 1999
Bechtel Investment Realty, Inc October 1990 - February 1993
Deloitte September 1986 - March 1990
Skills
FINRA, Financial Reporting, Accounting, Budgeting, SEC reporting, TOT and Sales Tax Audit..., Hotel and Restaurant..., SEC filings, Budgets, Auditing, Due Diligence, Banking, Financial Services, Securities, Financial Analysis, Finance, General Ledger, Forecasting, CPA, Process Improvement, QuickBooks, Investments, Risk Management, Cash Management, Financial Statements, Account Reconciliation, Financial Accounting, Corporate Finance, Management, US GAAP, IFRS, Payroll, PeopleSoft, Variance Analysis, Financial Audits, Executive Management, Strategic Financial..., Portfolio Management, Strategy, GAAP, Mergers & Acquisitions, Internal Controls, Financial Modeling, Managerial Finance, Asset Management, Sarbanes-Oxley Act, Internal Audit
Education
San Diego State University-California State University 1984 — 1986
B.S., Accounting
San Diego Mesa College 1982 — 1984
Associate's degree, Business Administration
Glenn Gardiner's CUSO Financial Services Experience August 2006 - Present
Job Program Manager at Cuso Financial Services
Industry Financial Services
Experience
Cuso Financial Services August 2006 - Present
Citizens Bank 2004 - 2006
Mellon Financial 1998 - 2004
Household Finance 1997 - 1998
Dean Witter 1995 - 1997
Snyder's of Hanover 1992 - 1995
Skills
Insurance, Financial Services, Retirement Planning, Investments, Financial Advisory, Retirement, Investment Program..., Estate Planning, Fixed Annuities, Indexed Annuities
Education
Susquehanna University 1988 — 1992
Chichester High School 1986 — 1988
Cuso Financial Services August 2006 - Present
Citizens Bank 2004 - 2006
Mellon Financial 1998 - 2004
Household Finance 1997 - 1998
Dean Witter 1995 - 1997
Snyder's of Hanover 1992 - 1995
Skills
Insurance, Financial Services, Retirement Planning, Investments, Financial Advisory, Retirement, Investment Program..., Estate Planning, Fixed Annuities, Indexed Annuities
Education
Susquehanna University 1988 — 1992
Chichester High School 1986 — 1988
Carolyn Wilson's CUSO Financial Services Experience November 2010 - Present
Job Program Manager for Credit Union Investment Programs at CUSO Financial Services, L.P.
Industry Financial Services
Experience
CUSO Financial Services November 2010 - Present
JP Morgan Chase, formerly WaMu Investments Inc February 2007 - November 2009
XCU Capital Corporation November 2005 - February 2007
Citicorp Investment Services February 2003 - November 2005
Cal Fed Investments January 1990 - February 2003
Education
San Jose State University 1980 — 1982
BS, Graphic Design
CUSO Financial Services November 2010 - Present
JP Morgan Chase, formerly WaMu Investments Inc February 2007 - November 2009
XCU Capital Corporation November 2005 - February 2007
Citicorp Investment Services February 2003 - November 2005
Cal Fed Investments January 1990 - February 2003
Education
San Jose State University 1980 — 1982
BS, Graphic Design
Sandy Pappalardo's CUSO Financial Services Experience February 2013 - May 2013
Job Vice President Branch Supervision CUSO Financial Services, LP and Sorrento Pacific Financial, LLC
Industry Financial Services
Experience
CUSO Financial Services, LP and Sorrento Pacific Financial, LLC July 2015 - Present
Puplava Securities, Inc./Puplava Financial Services, Inc. July 2013 - July 2015
CUSO Financial Services February 2013 - May 2013
Core Compliance & Legal Services May 2012 - February 2013
Puplava Financial Services, Inc./Puplava Securities, Inc. January 2007 - May 2012
ACA Compliance Group January 2003 - December 2006
Legacy Advisors, LLC January 2001 - January 2003
First Allied Securities, Inc January 2000 - January 2001
Puplava Financial Services, Inc./Puplava Securities, Inc. January 1992 - January 2000
Skills
Compliance, Supervisory Skills, Administration, Scheduling, Payroll Processing, Insurance, Series 7, Licensing, Securities, SEC reporting, Executive Management, Risk Management, Due Diligence, SEC, Hedge Funds, FINRA, Financial Services, Investment Advisory
Education
University of New Hampshire - Whittemore School of Business and Economics
BA, Economics
CUSO Financial Services, LP and Sorrento Pacific Financial, LLC July 2015 - Present
Puplava Securities, Inc./Puplava Financial Services, Inc. July 2013 - July 2015
CUSO Financial Services February 2013 - May 2013
Core Compliance & Legal Services May 2012 - February 2013
Puplava Financial Services, Inc./Puplava Securities, Inc. January 2007 - May 2012
ACA Compliance Group January 2003 - December 2006
Legacy Advisors, LLC January 2001 - January 2003
First Allied Securities, Inc January 2000 - January 2001
Puplava Financial Services, Inc./Puplava Securities, Inc. January 1992 - January 2000
Skills
Compliance, Supervisory Skills, Administration, Scheduling, Payroll Processing, Insurance, Series 7, Licensing, Securities, SEC reporting, Executive Management, Risk Management, Due Diligence, SEC, Hedge Funds, FINRA, Financial Services, Investment Advisory
Education
University of New Hampshire - Whittemore School of Business and Economics
BA, Economics
Dennis Kelleher's CUSO Financial Services Experience 2003 - 2004
Job Consultant, Compliance
Industry Financial Services
Experience
Compliance Consultant 2010 - Present
Commonwealth Financial Network 2004 - 2010
CUSO Financial Services 2003 - 2004
Linsco/Private Ledger (LPL Financial Services) 1997 - 2003
International Mortgage 1992 - 1997
PaineWebber 1990 - 1992
Lehman Brothers 1988 - 1990
Skills
Finance, Series 7, Series 24, Series 63, Compliance Management, Securities Regulation, Broker-Dealer, Compliance Audits, AML, Securities Arbitration, Financial Advisory, Mutual Funds, Investment Advisory, SEC, FINRA, Quality Auditing, USA PATRIOT Act, Dodd-Frank, Options, Alternative Investments, 1031 Exchanges, TIC
Education
California State Polytechnic University-Pomona
B.S., Finance
Compliance Consultant 2010 - Present
Commonwealth Financial Network 2004 - 2010
CUSO Financial Services 2003 - 2004
Linsco/Private Ledger (LPL Financial Services) 1997 - 2003
International Mortgage 1992 - 1997
PaineWebber 1990 - 1992
Lehman Brothers 1988 - 1990
Skills
Finance, Series 7, Series 24, Series 63, Compliance Management, Securities Regulation, Broker-Dealer, Compliance Audits, AML, Securities Arbitration, Financial Advisory, Mutual Funds, Investment Advisory, SEC, FINRA, Quality Auditing, USA PATRIOT Act, Dodd-Frank, Options, Alternative Investments, 1031 Exchanges, TIC
Education
California State Polytechnic University-Pomona
B.S., Finance
Deloitte
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PricewaterhouseCoopers
EY