CUSO Financial Services, LP

Industry: Company

Description

Headquarters: 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, LP Employees

Employee
Years
Job
Industry
Gerardo D Martinez Gerardo D Martinez Glendale, California Details
Gerardo D Martinez's CUSO Financial Services, LP Experience January 2015 - Present
Job Licensed Sales Associate
Industry Financial Services
Experience
CUSO Financial Services, LP   January 2015 - Present
JPMorgan Chase  August 2010 - January 2015
City of Norwalk, CA  June 2003 - August 2010

Education
California State University-Long Beach   2010 — 2013
Master of Public Administration (M.P.A.), Public Policy and Administration, 3.8

Bob Millington Bob Millington Greater San Diego Area Details
Bob Millington's CUSO Financial Services, LP Experience March 2014 - Present
Job Senior Vice President of Information Technology at CUSO Financial Services, LP
Industry Information Technology and Services
Experience
CUSO Financial Services, LP   March 2014 - Present
Veteran's Medical Research Foundation  November 2003 - March 2014
Sterling Trader, INC  December 1999 - March 2003
ABN AMRO/ISI Systems Group   1995 - 2000
ABN AMRO  May 1997 - December 1999

Skills
IT & Business Strategy, Strategic Planning, Vendor Management, Process Improvement, Project Management, Series 7, Management, Team Leadership, IT Management, Change Management, Cloud Computing, Security, Budgets, Business Strategy, Team Building, Business Intelligence, Disaster Recovery, Cross-functional Team..., Data Center, Business Continuity, Business Process..., Integration, Enterprise Architecture, HIPAA, Healthcare, Data Warehousing, Information Security, Operations Management, Policy, Problem Solving, Virtualization, ITIL, Capital Budgeting, Nonprofits, SAN (HP and Dell), ERP (Financial Edge &..., Budgeting, Facilities Management, PCI DSS, IT Infrastructure..., Financial Background, Operating Budgets, CRM (Salesforce), Website Development, Business Management, Data Center Operations, IT Governance, Cross Functional Team..., System Deployment, Policy Development

Education
San Diego State University-California State University   2009 — 2011
MBA, Global Business and Entrepreneurship

Western Illinois University   1991 — 1995
Bachelor of Business, Finance

Thomas J Kidder Thomas J Kidder Greater San Diego Area Details
Thomas J Kidder's CUSO Financial Services, LP Experience April 2015 - Present
Job Content Marketing Specialist at CUSO Financial Services, LP
Industry Marketing and Advertising
Experience
CUSO Financial Services, LP   April 2015 - Present
Fidelity Home Energy  November 2014 - April 2015
Five Group   January 2011 - January 2014

Skills
Marketing, Social Media Marketing, Social Networking, Online Advertising, SEO, Digital Marketing, Microsoft Office, WordPress, Google Analytics, Adobe Creative Suite, SEO copywriting, Email Marketing, Marketing Strategy, Online Marketing, Website Promotion, Website Updating, Content Marketing, Blog Marketing, Project Management, Photoshop, Dreamweaver, HTML emails, Video Editing, Website Development, Integrated Marketing..., social net, Email Newsletter Design, Email Marketing Software, Online Marketing..., Digital Strategy, Google Apps, Gmail, Mac OS, Website Creation, HTML5, CSS, JavaScript, PHP, Illustrator

Education
San Diego State University-California State University   2008 — 2013
Bachelor of Arts (B.A.), Integrated Marketing and Communications

San Diego State University-California State University   2008 — 2013
Integrated Marketing and Communications, Business Administration and Management, General

Paloma L. Barrios-Hernandez Paloma L. Barrios-Hernandez Lemon Grove, California Details
Paloma L. Barrios-Hernandez's CUSO Financial Services, LP Experience June 2015 - Present
Job Student at San Diego State UniversityCalifornia State University
Industry Accounting
Experience
CUSO Financial Services, LP   June 2015 - Present

Education
San Diego State University-California State University   2010 — 2015
Bachelor's degree, Accounting and Business/Management

San Diego State University-California State University   2010 — 2015
Bachelors Degree, Accounting

Nick Contristan Nick Contristan Kitty Hawk, North Carolina Details
Nick Contristan's CUSO Financial Services, LP Experience April 2015 - Present
Job Branch Supervisor, OSJ at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP   April 2015 - Present
CUSO Financial Services, LP   January 2012 - April 2015
CUSO Financial Services, LP   January 2004 - December 2011
LPL Financial  June 2001 - December 2003

Skills
Business Development, Problem Solving, Onboarding, Customer Service, Series 7, Series 63, Series 24, Series 65, Investments, Securities, Retirement, Uniform Combined State..., Investment Advisory, Wealth Management, 401k, Series 6, Mutual Funds, Retirement Planning, FINRA, IRAs, Series 53

Education
James Madison University - College of Business   1993 — 1997
BBA, Hospitality and Tourism Management

Rosann Arguello-Tanner Rosann Arguello-Tanner San Diego, California Details
Rosann Arguello-Tanner's CUSO Financial Services, LP Experience April 2013 - Present
Job Internal Control Operations at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP   April 2013 - Present
LPL Financial  November 1996 - November 2012
Foresters Equity Services, Inc.   March 1994 - October 1996
First Affiliated Holdings Inc.   1987 - 1993

Skills
Strong Team Leadership, Client Accountable, Staff..., Performance Management, Project Management, Problem Solving &..., Self Motivated/Quick..., Contract Negotiation, Cost Reduction..., Investment Advisory, Strategic Financial..., Forecasting, Financial Analysis, Uniform Combined State..., Budgets, Financial Services, Leadership, Series 7, Accounting, Series 63, Securities, FINRA, Mutual Funds, 401k, Asset Allocation, Series 6, Retirement Planning, Retirement, Variable Annuities, Asset Management, Alternative Investments, Process Improvement, Wealth Management, Management, Financial Planning, Investment Strategies, Risk Management, Finance, Insurance, Investments, IRAs, Fixed Annuities

Education
Point Loma Nazarene University

University of Phoenix-San Diego Campus
Bachelor of Science Business Administration, Business Administration and Management, General

Dan Proctor Dan Proctor Greater San Diego Area Details
Dan Proctor's CUSO Financial Services, LP Experience January 2015 - Present
Job OSJ, Branch Supervisor at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP   January 2015 - Present
CUSO Financial Services, LP   September 2014 - December 2014
CUSO  October 2010 - September 2014
CUSO  January 2006 - September 2010
CUSO  December 2003 - December 2005

Education
University of California, San Diego   2003 — 2007
Bachelors, Economics and History

Scott Milstein Scott Milstein Greater Philadelphia Area Details
Scott Milstein's CUSO Financial Services, LP Experience April 2015 - Present
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

Darlene Robertson Darlene Robertson Denver, Colorado Details
Darlene Robertson's CUSO Financial Services, LP Experience January 2013 - August 2013
Job Registered Administrative Assistant
Industry Financial Services
Experience
DarlingDesigns   October 2003 - Present
CUSO Financial Services, LP   January 2013 - August 2013
Wealth by Design & Management   August 2011 - November 2011
Woodward Wealth Management   May 2011 - August 2011
Asset One, LLC   May 2007 - May 2011
Merrill Lynch  2006 - 2006

Skills
Sales, Customer Service

Education
The University of New Mexico   1980 — 1985
Bachelor of Arts (BA), Psychology

Sandia High School

Angelica Traylor Angelica Traylor Greater San Diego Area Details
Angelica Traylor's CUSO Financial Services, LP Experience June 2014 - Present
Job Financial Servicing Operations
Industry Financial Services
Experience
CUSO Financial Services, LP   June 2014 - Present
Fidelity Bank  October 2013 - May 2014
Atlanta Diabetes Associates  January 2012 - November 2013
Corus Bank  March 2008 - December 2011
BMO Harris Bank  July 2006 - March 2008
Donna Gills Agency Allstate Insurance   January 1999 - July 2006

Skills
Microsoft Office, PowerPoint, Team Coordination, Team Building, Team Oriented, Data Entry, Outlook, Multitasker, Software Documentation, Customer Service, Management, Marketing, Process Improvement, Editing, Telephone Skills, Microsoft Word, Team Leadership, Microsoft Excel, Event Planning, Administrative..., Banking

Education
University of Phoenix   2010 — 2013
Bachelor Degree, Communication, General, 3.68

University of Phoenix   2010 — 2011
Associate of Arts (A.A.), Communications and Media Studies, 3.68

Thomas Brunz Thomas Brunz Denver, Colorado Details
Thomas Brunz's CUSO Financial Services, LP Experience June 2008 - August 2010
Job Financial Advisor at Lawing Financial Inc.
Industry Financial Services
Experience
Lawing Financial Inc. / QPA   August 2013 - Present
Alliant Retirement and Investment Services   August 2010 - August 2013
CUSO Financial Services, LP   June 2008 - August 2010
Edward Jones  2006 - 2008

Skills
Retirement Planning, Investments, Strategic Planning

Education
Mesa State College   2002 — 2004
Bachelor of Business Administration (BBA), Marketing

Ria Gost Ria Gost San Diego, California Details
Ria Gost's CUSO Financial Services, LP Experience January 2015 - Present
Job Sr. Compliance Analyst, CUSO Financial Services, LP / Sorrento Pacific LLC
Industry Financial Services
Experience
CUSO Financial Services, LP   January 2015 - Present
Financial Industry Regulatory Authority (FINRA)   August 2013 - Present
WorldMeets.US   January 2007 - Present
First Allied Securities, Inc.   May 2014 - December 2014
Compliance And Operations Solutions (CAOS)   May 2013 - April 2014
The Retirement Group  September 2013 - December 2013
Law Office of David Sean Dufek   May 2013 - August 2013
Sprott Asset Management USA Inc.   December 2005 - August 2012
Sprott Global Resource Investments, Ltd   March 2002 - August 2012
Taipei Times  August 2000 - January 2002

Skills
Investments, Due Diligence, Equities, Finance, Hedge Funds, Securities, Mutual Funds, Financial Risk, Alternative Investments, Management, Risk Management, Capital Markets, Trading, Investment Management, Venture Capital, Asset Management, Investor Relations, Financial Analysis, Series 63, Economics, Financial Markets, Private Equity, Investment Banking, Series 7, Asset Managment, Series 6, 7, 63, 24,...

Education
Scripps College   1992 — 1996
Bachelor of Arts (BA), International Business

National University   2013 — 2015
Masters degree, Psychology

Kerstin Fuller Kerstin Fuller Plano, Texas Details
Kerstin Fuller's CUSO Financial Services, LP Experience 2010 - June 2010
Job Project Manager at ROI Communication
Industry Public Relations and Communications
Experience
ROI Communication  September 2015 - Present
ROI Communication  March 2015 - Present
Lanyon  August 2014 - March 2015
Lanyon  June 2014 - August 2014
University of Southern California  August 2012 - May 2013
Viacom  January 2013 - April 2013
Mark Burnett Productions  January 2012 - May 2012
Digital Media Academy  June 2011 - September 2011
CUSO Financial Services, LP   2010 - June 2010
Qualcomm  August 2008 - February 2009

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Adobe Creative Suite, PowerPoint, Dreamweaver, Final Cut Pro, Flash Animation, Sony Vegas, Production Managment, Entertainment, Film Production, Marketing, Advertising, Mac, Social Media, Event Planning, Public Speaking, Leadership, Social Networking

Education
University of Southern California   2010 — 2014
Bachelor of Science (B.S.), Business with an Emphasis in Cinematic Arts/Television

Tom Hubert Tom Hubert San Francisco Bay Area Details
Tom Hubert's CUSO Financial Services, LP Experience January 2011 - February 2014
Job Director of the Wealth Management Program at Redwood Credit Union
Industry Financial Services
Experience
Redwood Credit Union  February 2014 - Present
CUSO Financial Services, LP   January 2011 - February 2014
Chase  January 2008 - January 2011
Citi  March 2001 - November 2007
Edward Jones  July 1999 - February 2001

Skills
Series 7, Series 63, Series 65, Series 24, Series 9, Series 10, CA Insurance License..., FINRA, Finance, Financial Services, Investments, Securities, Retirement Planning, Investment Advisory, Wealth Management, Financial Advisory, Asset Allocation

Education
Cameron University
Bachelor of Science (B.S.), Psychology

Cameron University
Master of Business Administration (M.B.A.)

Corsicana High School

Denise Kamel Denise Kamel Greater San Diego Area Details
Denise Kamel's CUSO Financial Services, LP Experience May 2012 - Present
Job Compliance Analyst
Industry Financial Services
Experience
CUSO Financial Services, LP   May 2012 - Present
Linsco Private Ledger  August 2011 - May 2012
HOLBROOK PUBLIC SCHOOLS  September 2008 - June 2011
Brockton Public Schools  October 2006 - August 2008
Investor's Bank & Trust Company   December 2005 - July 2006
LINSCO PRIVATE LEDGER  December 2004 - December 2005
No Fear  August 2004 - December 2004
State Street Corporation  October 2001 - August 2004

Skills
Mutual Funds, Options, Financial Services, Account Reconciliation, Microsoft Office, Microsoft Excel, Banking, Data Analysis, Outlook, PowerPoint, Investments, Analysis, Access, Microsoft Word, Research, Customer Service, Management, Securities, Process Improvement, Finance, Portfolio Management, Insurance

Education
University of Massachusetts Boston   2006 — 2008
Master's in Elementary Education, Elementary Education

University of Massachusetts Boston   1996 — 2001
Bachelor of Science, Business Management

Marlene Blas MTA CMP Marlene Blas MTA CMP Greater San Diego Area Details
Marlene Blas MTA CMP's CUSO Financial Services, LP Experience July 2015 - July 2015
Job Strategic Meeting and Event Planner | Enhancing Revenue via Social Media | Brand Management
Industry Events Services
Experience
California State University, San Marcos  August 2005 - Present
Out of the Ordinary Special Events   August 2015 - August 2015
CUSO Financial Services, LP   July 2015 - July 2015
Modern Meetings   October 2014 - May 2015
Scholes Consulting   September 2014 - September 2014
California Western School of Law  August 2002 - August 2014
The George Washington University - School of Business  April 2010 - September 2010
Pothos, Inc   2009 - 2009
Professional Event Solutions   February 2008 - February 2008
MiraCosta College  September 2007 - December 2007

Skills
Social Networking, Leadership, Time Management, Public Relations, Social Media, Event Management, Sales, Event Planning, Marketing Communications, Social Media Marketing, Program Management, Meeting Planning, Marketing, Project Planning, Budgets, Marketing Strategy, Sponsorship, Public Speaking, Team Building, Teamwork, Contract Negotiation, Proposal Writing, Program Development, Tourism, Creative Direction, Training, Alumni Relations, Editing, Press Releases, Nonprofits, Site Selections, Leadership Development, Fundraising, Hospitality, Workshop Facilitation, Group Instruction, Food Safety, Customer Service, Hospitality Industry, Management, Food & Beverage, Brand Management, Business Analytics, ROI Strategies, Volunteer Management, Volunteering, Corporate Events, Strategic Planning

Education
The George Washington University - School of Business
Master of Tourism Administration, Event and Meeting Management

University of San Diego
Certificate, Event Management

California State University-Long Beach
Bachelor of Arts (BA), Journalism and Marketing

San Diego Mesa College
Associate of Arts, Fashion Merchandising

Shamim Ahsan Shamim Ahsan San Diego, California Details
Shamim Ahsan's CUSO Financial Services, LP Experience July 2013 - Present
Job Staff Accountant at CUSO Financial Services, LP
Industry Accounting
Experience
CUSO Financial Services, LP   July 2013 - Present
Ebert Composite   January 2012 - May 2012
Quamrul Ahsan Chowdhury & Co.   January 2008 - February 2010
Quamrul Ahsan Chowdhury & Co.   June 2006 - December 2007
Berger Paints Bangladesh Limited   January 2006 - April 2006

Skills
Corporate Governance, Financial Forecasting, Problem Solving, Strategic Planning, Audit, Teamwork, Team Leadership, Excels, Auditing, Forecasting, Internal Controls, GAAP, Fixed Assets, Access

Education
San Diego State University-California State University   2010 — 2012
Master of Business Administration (MBA), Accounting

North South University   2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance, Marketing, 3.68

Ryan Tingey Ryan Tingey Greater Salt Lake City Area Details
Ryan Tingey's CUSO Financial Services, LP Experience November 2014 - Present
Job Program Manager, CUSO Financial Services, L.P. at America First Credit Union
Industry Financial Services
Experience
CUSO Financial Services, LP   November 2014 - Present
Wells Fargo Securities  October 2011 - October 2014
Wells Fargo  March 2010 - October 2011
Wells Fargo Investments  March 2005 - March 2010
Wells Fargo  February 2004 - June 2005
Wells Fargo  August 2002 - February 2004
Fidelity Investments  February 2000 - August 2002

Skills
Investments, Portfolio Management, Banking, Management, Finance, Strategy, Equities, Wealth Management, Strategic Financial..., Loans, Series 7, Derivatives, Marketing, Leadership, Financial Analysis, Sales, Credit, Financial Services, CRM, Mergers & Acquisitions, Business Strategy, Retail Banking, Private Banking, Mortgage Lending, Structured Products, Relationship Management, Team Building, Analysis, Financial Modeling, Customer Service, Sales Management, Commercial Lending, Cross Selling, Business Planning, Business Development

Education
Duke University - The Fuqua School of Business
MBA, Business Administration and Management, General

Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Management

Sung Moo Cho Sung Moo Cho Greater New York City Area Details
Sung Moo Cho's CUSO Financial Services, LP Experience April 2014 - July 2014
Job Financial Advisor
Industry Financial Services
Experience
Mutual of America  October 2014 - Present
CUSO Financial Services, LP   April 2014 - July 2014
Wells Fargo Advisors  November 2009 - March 2014
Chase  July 2007 - November 2009
Merrill Lynch  September 2006 - July 2007
Andrew Garrett, Inc.   January 2006 - September 2006
Laidlaw & Company  January 2005 - January 2006

Skills
Customer Service, Strategic Planning, 401k Rollovers, Investments, Investment Strategies, Fixed Income, Fixed Annuities, 401k, Asset Allocation, IRAs, Mutual Funds, Retirement, Wealth Management, FINRA, Equities, Securities, Retirement Planning, Portfolio Management, Investment Advisory, Trading, Asset Management, Alternative Investments, Series 63, Series 7

Education
University at Buffalo   1999 — 2004
Bachelor of Arts (B.A.), English Language and Literature/Letters

Jonathan Nechodom Jonathan Nechodom Greater San Diego Area Details
Jonathan Nechodom's CUSO Financial Services, LP Experience 2015 - Present
Job Client Support Specialist at Stronghold Financial
Industry Accounting
Experience
CUSO Financial Services, LP   2015 - Present
Stronghold Financial   October 2014 - September 2015
TD Ameritrade Institutional  2011 - October 2014

Skills
Finance, Alternative Investments, Microsoft Excel, Accounting, Financial Reporting, General Ledger, Microsoft Office, Microsoft Word, Hedge Funds, Financial Advisory, Institutional..., PowerPoint, Investments, REIT, Financial Services, Journal Entries, Account Reconciliation

Education
San Diego State University-California State University   2009 — 2011
Bachelor's, Finance

Sandra DeChastain, CFP Sandra DeChastain, CFP Orange County, California Area Details
Sandra DeChastain, CFP's CUSO Financial Services, LP Experience September 2008 - Present
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

Laura Dahl Laura Dahl San Diego, California Details
Laura Dahl's CUSO Financial Services, LP Experience October 2013 - Present
Job Commissions Accountant at CUSO Financial Services, LP
Industry Investment Management
Experience
CUSO Financial Services, LP   October 2013 - Present
Study Group  January 2013 - September 2013
CUSO Financial Services, LP   August 2012 - December 2012
Children's Palace Bilingual School   August 2011 - June 2012
Hy-Lang Electrics Inc., CA   March 2011 - August 2011
America Reads  January 2009 - December 2009

Skills
Education, Office Administration, Youth Ministry, Teaching, ESL, Organization, English, Office Management, Microsoft Excel, Christian Ministry, Lesson Planning, Classroom, History, Tutoring, Teaching English as a..., Research, Curriculum Development, Curriculum Design, International Education, Adult Education, Language Teaching, International Relations

Education
Biola University   2007 — 2010
Bachelor of Arts (B.A.), History, Summa Cum Laude

Andrew Maniaci Andrew Maniaci Traverse City, Michigan Details
Andrew Maniaci's CUSO Financial Services, LP Experience October 2013 - Present
Job Financial Advisor at CUSO Financial Services, L.P. at TBA Credit Union
Industry Financial Services
Experience
CUSO Financial Services, LP   October 2013 - Present
LSG Financial   May 2006 - October 2013

Skills
Series 7, Series 66, Retirement, Insurance, Mutual Funds, IRAs, Roth IRA, Simple IRA, SEP IRA, Series 6, Series 63, Strategic Financial..., FINRA, Disability Insurance, Retirement Planning

Education
Central Michigan University   2000 — 2002
Master of Business Administration (MBA), Finance

Andrea Christensen Andrea Christensen Boise, Idaho Details
Andrea Christensen's CUSO Financial Services, LP Experience November 2013 - June 2015
Job Financial Advisor at Galileo Financial Group
Industry Financial Services
Experience
CUSO Financial Services, LP   November 2013 - June 2015
alliantgroup  May 2013 - August 2013
Prudential  May 2012 - April 2013
Office of US Senator Mike Lee   January 2012 - June 2012
United States Marine Corps  June 2011 - July 2011

Skills
Retirement Planning, Series 63, Mutual Funds, Fixed Annuities, Retirement, Investments, Series 6, Series 7, Strategic Financial..., Life Insurance, Insurance, Wealth Management, Securities, 401k, Disability Insurance, Financial Analysis, IRAs, Portfolio Management, Asset Allocation, Investment Advisory, Financial Planning

Education
University of Utah   2010 — 2012
Bachelor of Science (B.S.), Economics

Brigham Young University   2008 — 2010
Associate's degree, General Studies

Timberline High School

Kevin Mummau Kevin Mummau Greater San Diego Area Details
Kevin Mummau's CUSO Financial Services, LP Experience April 2002 - Present
Job EVP Program Development at Cuso Financial Services
Industry Financial Services
Experience
CUSO Financial Services, LP   April 2002 - Present
Sorrento Pacific Financial, LLC  April 2002 - Present
BISA, Bank Insurance & Securities Association   2008 - Present
LCCPW   2004 - 2011
Sentra/Spelman Securities   1991 - 2000
Sentra Securities Corporation   1991 - 2000

Skills
Series 7, Series 63, Retirement, Retirement Planning, Alternative Investments, Financial Advisory, Strategic Financial..., Mutual Funds, Financial Services, Management, Wealth Management, Investments, Program Development, Financial Planning, Fixed Annuities, Investment Advisory, Banking, Insurance, Securities, Risk Management, Series 6, 401k, FINRA, Fixed Income, Portfolio Management, Loans, Financial Analysis, Asset Allocation, Equities, Series 65, Mortgage Lending, Financial Planners, Financial Modeling, Life Insurance, Credit, Finance

Education
Penn State University   1977 — 1981
BS, Agriculture

Shippensburg high school

Shippensburg high school

Jessica Mok Jessica Mok San Diego, California Details
Jessica Mok's CUSO Financial Services, LP Experience August 2012 - January 2013
Job Operations Manager at Astral Web Inc.
Industry Accounting
Experience
Astral Web Inc.   2013 - Present
CUSO Financial Services, LP   August 2012 - January 2013
Vaughn Woods Financial Group, La Jolla Shores Tomorrow (Non-Profit Group)   July 2012 - September 2012
Engineers Without Borders, UCSD Chapter   September 2011 - June 2012

Skills
PowerPoint, Microsoft Word, Accounting, Financial Analysis, Microsoft Office, Microsoft Excel

Education
University of California, San Diego   2008 — 2012
B.A., Economics

University of California, San Diego - The Rady School of Management   2008 — 2012
Minor, Accounting

Margarita Tune Margarita Tune Greater San Diego Area Details
Margarita Tune's CUSO Financial Services, LP Experience September 2012 - February 2014
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

Duane Porter Duane Porter Bend, Oregon Details
Duane Porter's CUSO Financial Services, LP Experience February 2014 - Present
Job Regional Program Manager, CUSO Financial Services / Sorrento Pacific Financial Services
Industry Investment Management
Experience
CUSO Financial Services, LP   February 2014 - Present
CUNA Brokerage Services, Inc.   January 2011 - December 2013
CUNA Brokerage Services, Inc  January 2010 - December 2010
CUNA Brokerage Services, Inc.   May 2008 - January 2010
CUNA Brokerage Services, Inc. located at: Mid Oregon Credit Union   October 2002 - May 2008
Edward Jones Investments  August 1999 - October 2002
Duane Porter Insurance   April 1996 - August 1999
Wal-Mart Stores Inc.  September 1993 - April 1996

Education
Western CUNA Management School   2008 — 2010
Diploma of Completion, Credit Union Management

Southern Oregon University   1990 — 1993
Technology, Economics, Mathematics

Craig Layman, CFA, CFP Craig Layman, CFA, CFP Hadley, Massachusetts Details
Craig Layman, CFA, CFP's CUSO Financial Services, LP Experience March 2003 - Present
Job Investment Program Manager
Industry Financial Services
Experience
CUSO Financial Services, LP   March 2003 - Present
Fleet Investments / Quick & Reilly   1991 - 2002

Education
University of Massachusetts, Amherst
MBA, Finance

Mark Shriver, CRPC Mark Shriver, CRPC Colorado Springs, Colorado Details
Mark Shriver, CRPC's CUSO Financial Services, LP Experience June 2006 - April 2008
Job Manager Investment Service Team USAA
Industry Financial Services
Experience
USAA  July 2010 - Present
Veitch, Carnes, & Associates   April 2008 - July 2010
CUSO Financial Services, LP   June 2006 - April 2008
New England Financial  September 2004 - June 2006

Skills
CRPC, AAMS, Asset Allocation, Finance, Financial Advisory, Financial Planning, Investment Strategies, Investments, Leadership, Mutual Funds, Retirement, Retirement Planning, Securities, Series 7, Wealth Management, Asset Management, Life Insurance, Investment Advisory, Management, Series 63, Fixed Annuities, Portfolio Management, Customer Service, IRAs, Banking, Estate Planning, Team Building, Risk Management, Strategic Planning, Financial Services

Education
Colorado School of Mines   1989 — 1992
Chemical Engineering

Carolyn Ripple Carolyn Ripple Denver, Colorado Details
Carolyn Ripple's CUSO Financial Services, LP Experience October 2013 - September 2014
Job Administrative Assistant
Industry Financial Services
Experience
Cascade Financial Management, Inc.   May 2015 - June 2015
Cigna  March 2015 - April 2015
Accuvant  November 2014 - April 2015
CUSO Financial Services, LP   October 2013 - September 2014
Leprino   February 2013 - October 2013
Naropa University  2010 - 2012

Skills
Research, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Data Entry, Teaching, Administrative..., Software Documentation, Microsoft Office, Spreadsheets, Conflict Resolution, Project Management, Proofreading, Event Planning, Editing, Filing, Nonprofits, Sales, Customer Service, Adult Education, Telephone Skills, Grant Writing, Higher Education, Consensus Building, Community Outreach, Cpr Certified, Teamwork, Public Speaking, Social Media, Executive Calendar..., Written & Verbal..., Customer-focused Service, Confidentiality, Travel Planning, Tracking Budget Expenses, Project Coordination, Facilitators

Education
Naropa University   2010 — 2012
Bachelor of Arts (BA), Writing and Literature

Charlotte Erlin Charlotte Erlin San Luis Obispo, California Area Details
Charlotte Erlin's CUSO Financial Services, LP Experience March 2002 - March 2008
Job Finance DJ
Industry Accounting
Experience
US Agriseeds, Inc.   January 2014 - December 2014
Synergy Suspension/Poly Performance   July 2013 - January 2014
Natera  January 2012 - June 2013
Pano Logic  July 2008 - January 2012
The FRS Company  March 2008 - July 2008
CUSO Financial Services LP  March 2002 - March 2008
Zucotto Wireless  June 2000 - December 2001

Education
California State University-San Bernardino

Southern New Hampshire University

Monica Daggs Monica Daggs Greater San Diego Area Details
Monica Daggs's CUSO Financial Services, LP Experience July 2015 - Present
Job Senior Vice President, Trading and Implementations at Sorrento Pacific Financial, LLC
Industry Financial Services
Experience
Sorrento Pacific Financial, LLC  July 2015 - Present
CUSO Financial Services, LP   July 2015 - Present
Self Employed  January 2003 - Present
CUSO Financial Services, LP   January 2014 - June 2015
Sorrento Pacific Financial, LLC  January 2014 - June 2015
CUSO Financial Services, LP   February 2005 - January 2014
Sorrento Pacific Financial, LLC  February 2005 - January 2014
LPL Financial  December 1999 - February 2005

Skills
Series 7, Series 24, Series 4, Series 65, Series 53, Series 99

Education
University of Illinois at Urbana-Champaign   1991 — 1995
Bachelor's degree, Social Work

Clay McConnell Clay McConnell Murray, Kentucky Details
Clay McConnell's CUSO Financial Services, LP Experience September 2007 - April 2012
Job BB&T Investments
Industry Financial Services
Experience
BB&T  November 2012 - Present
Fifth Third Securities  April 2012 - November 2012
Cuso Financial Services LP  September 2007 - April 2012
BB&T  April 2006 - September 2007

Education
University of Phoenix   2011 — 2012
Master of Business Administration (MBA)

Murray State University   1999 — 2003
BS Business, Area in Finance

Wayne Sellar, CPA,CFP, PFS Wayne Sellar, CPA,CFP, PFS Rancho Mirage, California Details
Wayne Sellar, CPA,CFP, PFS's CUSO Financial Services, LP Experience August 2015 - Present
Job Financial Advisor at CUSO Financial Services, LP
Industry Investment Banking
Experience
CUSO Financial Services, LP   August 2015 - Present
Bank of America  June 2011 - July 2015
CCO Investments  October 2006 - June 2010
Banc of America Investment Services  January 2000 - January 2006
World Savings and Loan  January 1999 - January 2000
Merrill Lynch  January 1998 - January 1999

Skills
Banking, Mutual Funds, Series 7, Finance, Investments

Education
Endicott College   2010 — 2010
MBA, progress

Plymouth State College   1981 — 1985
BS, Accounting; Accounting

Cynthia Chase Cynthia Chase Duluth, Georgia Details
Cynthia Chase's CUSO Financial Services, LP Experience 2001 - 2002
Job Vice President Strategic Communications
Industry Financial Services
Experience
Wells Real Estate Funds, Inc.   June 2003 - Present
Chase Marketing and Communications   2002 - 2003
Cuso Financial Services LP  2001 - 2002
Chateau Communities Inc.   1993 - 2001
Chateau Communities Inc.   1990 - 1993

Skills
Series 7, Series 63, Series 24, Leadership, Marketing, Start-ups, Corporate Communications, Marketing Communications, Product Marketing, Portfolio Management, Financial Services, Investments, Advertising, Mergers & Acquisitions, Program Management, Strategic Communications, Budgets, Project Management, Sales, Executive Management, Investor Relations, Alternative Investments, Securities

Education
University of Denver -- The Women's College
BA, English/Journalism

University of Georgia - Terry College of Business
Certificate of Leadership

Tim Sycks Tim Sycks Denver, Colorado Details
Tim Sycks's CUSO Financial Services, LP Experience July 2013 - December 2014
Job Insurance Agent at Sun Enterprises
Industry Investment Management
Experience
Sun Enterprises  December 2014 - Present
CUSO Financial Services, LP   July 2013 - December 2014
Allstate Insurance Agency - Sycks Financial Group, LLC   November 2011 - April 2013
Sycks Financial Group   May 2007 - November 2011
Noah Insurance Service   November 1997 - August 2011
Combined Insurance Company  January 1997 - October 1997

Skills
Investments, Licensed Life & Health..., Sales, Management, Strategic Financial..., Sales Management, Series 6, Mutual Funds, Selling, Retirement Planning, Licensed Property &..., Series 63, Series 7, Series 65, Customer Service, Public Speaking, Non-profits, Non-profit Boards, School Boards, Political Campaigns, Stocks, Phone Skills, Insurance, Retirement, Financial Planning, Life Insurance

Education
Pensacola Christian College   1988 — 1992
B.A., Prelaw

Carl Nagel Carl Nagel San Diego, California Details
Carl Nagel's CUSO Financial Services, LP Experience September 2011 - Present
Job
Industry Financial Services
Experience
CUSO Financial Services, LP   September 2011 - Present
Sorrento Pacific Financial, LLC  September 2011 - Present

Education
North Carolina State University   1999 — 2002

Virginia Episcopal School   1997 — 1999

Stan Tzikas Stan Tzikas Greater San Diego Area Details
Stan Tzikas's CUSO Financial Services, LP Experience September 2015 - Present
Job Investment Advisor
Industry Financial Services
Experience
CUSO Financial Services, LP   September 2015 - Present
Tzikas Investment Advisory   March 2010 - September 2013
Morgan Stanley  July 1986 - August 2005
Merrill Lynch  October 1982 - June 1986

Skills
Customer Service, Strategic Planning, New Business Development, Business Strategy, Marketing Strategy, Investments, Marketing, Sales Management, Microsoft Office, Sales, Management, Coaching, Team Building, Small Business, Project Management

Education
University of California, Santa Cruz   1974 — 1977
Biology/English Literature

California State University-Sacramento   1971 — 1974
Chemistry/English Literature

Aaron Haugland Aaron Haugland Denver, Colorado Details
Aaron Haugland's CUSO Financial Services, LP Experience March 2013 - Present
Job Associate Advisor at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP   March 2013 - Present
CUSO Financial Services, LP   July 2011 - February 2013
Bellco Credit Union  April 2010 - July 2011
Mutual of Omaha Bank  May 2008 - September 2009

Education
Fort Lewis College   2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Curtis Malone, MBA Curtis Malone, MBA Urbandale, Iowa Details
Curtis Malone, MBA's CUSO Financial Services, LP Experience March 2015 - Present
Job Registered Representative, CUSO Financial Services, L.P. at Greater Iowa Credit Union
Industry Financial Services
Experience
CUSO Financial Services, LP   March 2015 - Present
Grand View University  March 2015 - Present
Urban Storks   March 2015 - Present
Sammons Retirement Solutions  January 2012 - March 2015
Sammons Financial Group  September 2008 - July 2012
Bankers Advertising   January 2007 - May 2010
Wells Fargo Home Mortgage  December 2006 - July 2007
Wells Fargo Financial  March 2005 - December 2006
Wells Fargo Financial  July 2003 - March 2005
McGurk-Meyers Chrysler   June 1999 - June 2003

Skills
Series 7, Series 6, Series 63, Investments, Financial Services, Insurance, Fixed Annuities, Variable Annuities, Fixed Index Annuities, Marketing, FINRA, Wholesaling, Sales, Email Marketing, Management, Leadership, Marketing Strategy, Mutual Funds, Selling, Advertising, Process Improvement, Analysis, Public Speaking, Underwriting, Direct Sales, Microsoft Excel, Brand Management, Relationship Management, Access, Training, Adobe Creative Suite, Account Management, Cold Calling, Financial Accounting, Management Accounting, Salesforce.com, MS Excel Pivot Tables

Education
University of Iowa - Henry B. Tippie College of Business   2005 — 2008
MBA, Business / Marketing / Accounting

University of Iowa - Henry B. Tippie College of Business   1999 — 2002
B.B.A., Finance

Kirkwood Community College   1997 — 2001
A.A, Business

Drake University
Masters Non-Degree, Masters of Accounting

Christopher Tavares Christopher Tavares Riverside, California Details
Christopher Tavares's CUSO Financial Services, LP Experience May 2006 - December 2014
Job LPL Financial Planner, President of RivCo Wealth Management
Industry Financial Services
Experience
LPL Financial  December 2014 - Present
CUSO Financial Services, LP   May 2006 - December 2014

Skills
Financial Planning, Investment Advisory, Investments, Investment Strategies, Life Insurance, Finance

Education
California State University-San Bernardino   1997 — 2004
Bachelor’s Degree, Economics

Devan C. Wyson, CFP® Devan C. Wyson, CFP® Las Vegas, Nevada Details
Devan C. Wyson, CFP®'s CUSO Financial Services, LP Experience January 2013 - Present
Job Wealth Advisor at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP   January 2013 - Present
Wyson Financial   October 2011 - December 2012
MetLife Investors  January 2008 - October 2011

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Estate Planning, Investment Advisory, Financial Advisory, Investments, Portfolio Management, Mutual Funds, Insurance, Investment Strategies

Education
Regis University
Bachelor's of Science in Finance, Banking, Corporate, Finance, and Securities Law

The American College
CFP® Certification Curriculum

Ryan Gripper Ryan Gripper Columbia, South Carolina Area Details
Ryan Gripper's CUSO Financial Services, LP Experience February 2015 - Present
Job Financial Advisor Cuso Financial at South Carolina Federal Credit Union
Industry Financial Services
Experience
CUSO Financial Services, LP   February 2015 - Present
TD Ameritrade  October 2014 - February 2015
BB&T  August 2012 - August 2014
BB&T  June 2008 - August 2012
SunTrust Bank  June 2005 - June 2008
Bank of America  November 2003 - June 2005

Education
Webster University
Master of Arts, Management

Strayer University (VA)
Bachelor of Arts, Banking

Jim Homan, CRPC Jim Homan, CRPC Wichita, Kansas Details
Jim Homan, CRPC's CUSO Financial Services, LP Experience June 2015 - Present
Job Registered Representative at CUSO Financial Services, LP at Meritrust Credit Union
Industry Financial Services
Experience
CUSO Financial Services, LP   June 2015 - Present
Transamerica  2008 - June 2015
Nationwide Financial  1997 - 2007
McGuinness Companies   1991 - 1997
Several broker/dealers   1980 - 1991

Education
University of Nebraska-Lincoln   1971 — 1976
Criminal Justice/Police Science

Dan VonLehmden, CRC Dan VonLehmden, CRC Stuart, Florida Details
Dan VonLehmden, CRC's CUSO Financial Services, LP Experience June 2014 - November 2014
Job External Wholesaler at Allianz Group
Industry Financial Services
Experience
Allianz Group  November 2014 - Present
CUSO Financial Services, LP   June 2014 - November 2014
AIG Retirement Services  March 2010 - June 2014
Multi-Funds, Inc   February 2009 - April 2010
Pacific Life Insurance  January 2008 - January 2009
Jackson National Life  January 2003 - December 2007
Jackson National Life  January 2001 - January 2003
Jackson National Life  January 1998 - December 2000
Jackson National Life  April 1995 - December 1997
Star Bank  January 1994 - April 1995

Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Investments, Series 7, Alternative Investments, Financial Advisory, Asset Allocation, Sales, Retirement Planning, Retirement, Public Speaking, Insurance, Series 63, Annuities, Series 6, Finance, Wealth Management, Wholesale, Channel Banks, independent channel

Education
The Ohio State University Fisher College of Business   1986 — 1991
BSBA, Accounting

Yumiko Vilim Yumiko Vilim Charlotte, North Carolina Details
Yumiko Vilim's CUSO Financial Services, LP Experience January 2000 - August 2003
Job Assistant Vice President Governance, Risk & Compliance at LPL Financial
Industry Financial Services
Experience
LPL Financial  May 2006 - Present
Asset Marketing Systems  August 2003 - May 2006
CUSO Financial Services, LP   January 2000 - August 2003

Skills
Series 7, Securities, Financial Services, Mutual Funds, FINRA, Series 24, Risk Management, Series 63, Wealth Management, Investments

Education
Spelman College   1995 — 1999
Bachelor of Arts (B.A.), Economics

Jason Watters Jason Watters Greater San Diego Area Details
Jason Watters's CUSO Financial Services, LP Experience April 2014 - June 2014
Job Operations Specialist at Reilly Financial Advisors
Industry Financial Services
Experience
Reilly Financial Advisors  November 2014 - Present
PROVEN, Inc.   July 2013 - November 2014
LPL Financial  July 2014 - October 2014
CUSO Financial Services, LP   April 2014 - June 2014
LPL Financial  September 2013 - April 2014
American Income Life Insurance Company  May 2013 - September 2013

Skills
Customer Service, Customer Satisfaction, Communication, Microsoft Word, Social Media, Teaching, Martial Arts, Teamwork, Organizational..., Dedicated Professional, Travel, Oracle Applications, Life Insurance, Financial Services, Accounting, Accounts Payable, Financial Advisory, Financial Accounting, Time Management, Insurance, Data Analysis, Public Speaking, Microsoft Excel, PowerPoint

Education
Alliant International University-San Diego Scripps Ranch
Master of Business Administration (M.B.A.), In Progress: International Investment Management Concentration

Alliant International University-San Diego Scripps Ranch   2013 — 2015
Bachelor’s Degree, International Business Management- Concentration in Finance., Cum Laude

Grossmont College   2010 — 2013

River Valley Charter High School   2006 — 2010

Kevin Hemme Kevin Hemme San Luis Obispo, California Area Details
Kevin Hemme's CUSO Financial Services, LP Experience December 2012 - June 2015
Job LPL Financial Advisor
Industry Financial Services
Experience
CoastHills Wealth Management   July 2015 - Present
CUSO Financial Services, LP   December 2012 - June 2015
Investment Centers of America  February 1999 - December 2012

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Insurance, Series 7, Series 63, Series 65, Registrations held...

Education
Minnesota State University, Mankato   1979 — 1983
Bachelor of Science (BS), Business Administration, Management and Operations, Finance, Aviation Management

Luverne High School

Mark Hoaglin, CFP® Mark Hoaglin, CFP® San Diego, California Details
Mark Hoaglin, CFP®'s CUSO Financial Services, LP Experience October 2014 - Present
Job National Sales Manager at CUSO Financial Services, LP/Sorrento Pacific Financial
Industry Financial Services
Experience
Cuso Financial Services/Sorrento Pacific Financial   December 2014 - Present
CUSO Financial Services, LP   October 2014 - Present
Patelco Credit Union  September 2009 - October 2014
Native Son Ventures   January 2009 - September 2009
LPL Financial  2008 - 2009
XCU Capital Corporation   November 2004 - November 2007
Citicorp Investment Services  January 2003 - November 2005
California Federal Bank  1997 - 2002

Skills
Investment Program..., Insurance Sales Growth..., Sales Coach/Trainer, Banking, Compliance, Sales Management, Start-ups, Investments, Insurance, Sales, Business Development, Program Management, Mutual Funds, Financial Services, Management, Mergers & Acquisitions, Strategy, Credit, Leadership, Finance, Business Planning, Loans, Executive Management, Small Business, Strategic Planning, Budgets, Team Building

Education
Stanford University   1974 — 1978
BA

University of San Diego   1980 — 1984
MBA, Finance, Strategic Management

Kearny High School   1971 — 1974

Jill Slavin Jill Slavin Las Vegas, Nevada Area Details
Jill Slavin's CUSO Financial Services, LP Experience July 2014 - Present
Job Financial Advisor at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP   July 2014 - Present
Wells Fargo Advisors  December 2012 - July 2014
JPMorgan Chase  September 2009 - November 2012
Wells Fargo Advisors  August 2008 - September 2009
California Wine Country Homes Inc   May 2005 - August 2008
Luther Burbank Savings  January 1999 - January 2007
Bank of America  November 1995 - December 1998
California Federal  November 1991 - December 1995
Continental Savings   1991 - 1995

Education
York University   1984 — 1987
Bachelor of Arts (B.A.)

University of California, Berkeley
Human Resource Management

University of California, Berkeley
Business and Marketing

University of Paris
French & International Studies

Kathryn Muraoka Kathryn Muraoka Oviedo, Florida Details
Kathryn Muraoka's CUSO Financial Services, LP Experience 2004 - May 2013
Job Financial Services Contractor
Industry Financial Services
Experience
CUSO Financial Services, LP   2004 - May 2013
LPL Financial  2001 - 2003
UBS Paine Webber  2000 - 2001
J.C. Bradford & Company   1999 - 2000
State Farm  1998 - 1999
News Channel 5, WTVF   1997 - 1997

Education
Middle Tennessee State University   1993 — 1997

Caitlin Kitlas Caitlin Kitlas Washington D.C. Metro Area Details
Caitlin Kitlas's CUSO Financial Services, LP Experience January 2004 - December 2004
Job Marketing Executive at Welcome Wagon
Industry Marketing and Advertising
Experience
Welcome Wagon  October 2013 - Present
Independent Contractor  October 2007 - October 2013
AXA Advisors  January 2005 - October 2005
CUSO Financial Services, LP   January 2004 - December 2004
Lehman Brothers  January 2001 - November 2002
Lehman Brothers  January 2000 - January 2001
Paine Webber  September 1997 - December 1999

Skills
Equities, Banking, Fixed Income, Capital Markets, Management, Sales, Direct Sales, Marketing, Product Marketing, Pharmaceutical Sales, Customer Engagement, Customer Relationships, Marketing Strategy, Long-term Customer..., Sales Promotion, Sales Assessments, Sample Management, Customer Interaction, Client Service Oriented, Client Relations Skills, Manage Client..., Auditing, Team Building, Venture Capital, Promotions, Corporate Finance, Compensation Structures, Global Compensation, Financial Reporting, Compensation & Benefit, Strategic Financial..., Office Management, Recruitment Marketing, Project Management, Team Leadership, Strategic Planning

Education
The University of Connecticut   1990 — 1994
Bachelor's degree, Business/Commerce, General

Rick Orr Rick Orr Greater Chicago Area Details
Rick Orr's CUSO Financial Services, LP Experience June 2010 - Present
Job Program Manager at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP   June 2010 - Present
BCU Investment Advisors   February 2010 - Present
AXA Advisors  March 2006 - July 2010
H&R Block Financial Advisors  June 1991 - March 2006

Skills
Banking, Financial Services, Investments, Retirement Planning, Series 7, Finance, Risk Management, Process Improvement, Portfolio Management, Strategic Financial..., Financial Analysis, Leadership, Strategy, Credit, Asset Management, Strategic Planning, Mortgage Lending, Loans, Team Building, Mutual Funds, Series 63, Coaching, Microsoft Office, Financial Planning

Education
University of Missouri-Columbia   1983 — 1987
B.S., Industrial Engineering

Mark Musallam, MBA Mark Musallam, MBA Sacramento, California Area Details
Mark Musallam, MBA's CUSO Financial Services, LP Experience September 2015 - Present
Job Financial Advisor at Yolo Federal Credit Union
Industry Financial Services
Experience
Yolo Federal Credit Union   September 2015 - Present
CUSO Financial Services, LP   September 2015 - Present
CUSO Financial Services, LP   April 2013 - June 2015
Franklin Templeton Investments  May 2011 - April 2013
New York Life  April 2004 - May 2011
Sacramento County Department of Probation   May 1998 - September 2004

Education
College for Financial Planning   2013 — 2015
Certified Financial Planner, Financial Planning and Services

National University   1999 — 2001
MBA, Financial Management

University of California, Davis   1996 — 1998
BA, Sociology

pcs   1979 — 1988

Steve Hollenbeck Steve Hollenbeck Greater San Diego Area Details
Steve Hollenbeck's CUSO Financial Services, LP Experience January 2002 - Present
Job SVP Marketing at CFS
Industry Financial Services
Experience
CUSO Financial Services, LP   January 2002 - Present

Skills
Series 7, Series 24, Series 65, Series 53, Series 63

Education
San Diego State University-California State University   1978 — 1980
B.S. Business Administration, Finance

California State Polytechnic University-Pomona   1976 — 1977
Finance

Jeff Orler, CMA Jeff Orler, CMA Greater San Diego Area Details
Jeff Orler, CMA's CUSO Financial Services, LP Experience September 2014 - Present
Job Certified accounting expert with over 15 years of experience.
Industry Accounting
Experience
CUSO Financial Services, LP   September 2014 - Present
Misc  April 2012 - Present
CUSO Financial Services, LP   February 2014 - September 2014
LG Electronics MobileComm USA, Inc  April 2003 - March 2012
LG Electronics  April 2000 - March 2003
LG Electronics  July 1998 - March 2000
McBride Electric  January 1998 - June 1998
General Instrument (Motorola)   December 1996 - January 1998
Deltec Electronics Corp   May 1996 - December 1996

Skills
Accounts Payable, Accounts Receivable, Financial Reporting, Data Analysis, General Ledger, Monthly Closing, Cash Flow, Cash Flow Forecasting, Balance Sheet, Income Statement, Supervision, Litigation Support, ADP Payroll, Journal Entries, Microsoft Excel, US GAAP, Oracle General Ledger, Internal Controls, Internal & External..., Staff Supervision, Financial Audits, Policy Writing, Management, Process Improvement, Strategic Financial..., Cost Accounting, Bank Reconciliation, Budgets, Financial Analysis, Payroll, Analysis, Managerial Finance, Auditing, Forecasting, Financial Statements, Tax, Account Reconciliation, Consolidation, Accounting, Finance, Internal Audit, Variance Analysis, Fixed Assets, Accruals, Financial Accounting, Mentoring, Leadership

Education
University of Arizona   1987 — 1989
Bachelor of Science in Business Administration, Accounting

Victor Tawn Victor Tawn San Francisco Bay Area Details
Victor Tawn's CUSO Financial Services, LP Experience September 2014 - June 2015
Job Financial Advisor
Industry Financial Services
Experience
CUSO Financial Services, LP   September 2014 - June 2015
Merrill Edge  August 2011 - November 2013
Morgan Stanley Smith Barney  November 2006 - November 2009
Citi Group  June 2001 - November 2006

Skills
Insurance, Retirement Planning, Wealth Management, Series 7, Finance, Investments, Retirement, Financial Services, Fixed Annuities, Asset Allocation, Mutual Funds, Banking

Education
San Francisco State University   1993 — 1999
Bachelor of Science, Finance and Banking

Douglas Guenzel Douglas Guenzel Island Park, Idaho Details
Douglas Guenzel's CUSO Financial Services, LP Experience November 2008 - December 2008
Job Managing Partner at Teton Insurance Agency
Industry Insurance
Experience
Teton Insurance Agency   December 2011 - Present
United Gold Direct   September 2009 - August 2010
CUSO Financial Services, LP   November 2008 - December 2008
UnionBanc Investment Services, LLC   December 2004 - November 2008
Countrywide  2003 - 2004
Quincy Cass Associates   1999 - 2003

Skills
Sarbanes-Oxley, Strategic Planning, Financial Reporting, CPA, Internal Controls, Sarbanes-Oxley Act, Managerial Finance, Financial Modeling, IPO, Due Diligence, Accounting, Cash Flow, GAAP, Balance Sheet, Auditing, Corporate Finance, Financial Statements, Finance, Financial Accounting, Cash Flow Forecasting

Education
University of Phoenix   2011 — 2012
Master of Science Accounting, Accounting and Business/Management

Skidmore College   1989 — 1993
Bachelor of Science, Business

Valorie Seyfert Valorie Seyfert Greater San Diego Area Details
Valorie Seyfert's CUSO Financial Services, LP Experience October 1996 - Present
Job President/CEO and CoFounder at CUSO Financial Services
Industry Financial Services
Experience
CUSO Financial Services, LP   October 1996 - Present
Sorrento Pacific Financial, LLC  March 2003 - Present
Keystone Capital Corporation  May 1999 - October 2001
Self-employed  February 1989 - January 2001

Education
University of San Diego School of Law
Juris Doctorate (J.D.)

University of Southern California
Bachelor of Arts (B.A.), International Relations

Randy Dungo Randy Dungo Greater San Diego Area Details
Randy Dungo's CUSO Financial Services, LP Experience January 2015 - Present
Job Retirement Services at CUSO Financial Services LP
Industry Financial Services
Experience
CUSO Financial Services, LP   January 2015 - Present
Union Bank  November 2009 - January 2015
LPL Financial Services  May 2000 - January 2009
TD Ameritrade  April 1997 - May 2000

Education
San Diego State University-California State University
Economics

Randy Wong Randy Wong San Diego, California Details
Randy Wong's CUSO Financial Services, LP Experience August 2013 - Present
Job OSJ, Branch Supervision at CUSO Financial
Industry Financial Services
Experience
CUSO Financial Services, LP   August 2013 - Present
CUSO Financial Services, LP   November 2010 - August 2013
WaMu Investments  April 2005 - June 2009
Midas Securities LLC   March 2003 - February 2004

Skills
Series 24, Series 7, Series 63, FINRA, Securities, Mutual Funds, Investments, Fixed Annuities, Equities, Financial Services, Insurance, Risk Management, Uniform Combined State..., Retirement, Training, Asset Management, Finance

Education
University of California, Irvine
Bachelor of Arts, Social Sciences

Kristy Henning, PHR Kristy Henning, PHR Greater San Diego Area Details
Kristy Henning, PHR's CUSO Financial Services, LP Experience September 2014 - Present
Job Manager, Human Resources at CUSO Financial Services, LP
Industry Human Resources
Experience
CUSO Financial Services, LP   September 2014 - Present
CUSO Financial Services, LP & Sorrento Pacific Financial, LLC   June 2011 - August 2014
Biotronik  September 2008 - February 2011
HighPoint Personnel   May 2006 - September 2008
New York Life  October 2002 - March 2006

Skills
Contract Negotiation, Human Resources, SuccessFactors, Employee Benefits, Onboarding, Recruiting, Personnel Management, Program Management, Employee Relations, HRIS, Performance Management

Education
San Diego State University-California State University   2002 — 2005
Bachelors of Arts, International Business

Jeff Ferraris Jeff Ferraris Austin, Texas Area Details
Jeff Ferraris's CUSO Financial Services, LP Experience July 2015 - Present
Job Regional Program Manager
Industry Financial Services
Experience
CUSO Financial Services, LP   July 2015 - Present
Wells Fargo  July 2012 - July 2015
Wells Fargo  November 2011 - July 2012
Wells Fargo  January 2011 - November 2011
Wells Fargo  April 2008 - January 2011
Wells Fargo  October 2004 - April 2008
Wells Fargo  January 1996 - October 2004
Wells Fargo Advisors  March 1999 - June 2002
Wells Fargo  September 1993 - December 1995

Skills
Wealth Management, Credit, Loans, Banking, Coaching, Affluent Customer..., Team Leadership, Diversity & Inclusion, Investment Strategies, Series 7, Consumer Lending, Small Business Lending, Private Banking, Relationship Management, Cross Selling, Insurance, Deposits, Retirement, Commercial Banking, Finance, Financial Services, Mortgage Lending, Management, Leadership, Commercial Lending, Retail Banking, Sales, Investments, Financial Analysis, Credit Analysis, Portfolio Management, Risk Management, Loan Origination, Lines Of Credit, Team Building, Financial Planning, Retirement Planning

Education
Pacific Coast Banking School   2003 — 2005
Banking

University of Phoenix   1995 — 1997
MBA, Business Administration

Rensselaer Polytechnic Institute   1990 — 1993
Graduate Studies

University of Rhode Island   1984 — 1988
BS, Resource and Development

DONNA HICKO DONNA HICKO Greater San Diego Area Details
DONNA HICKO's CUSO Financial Services, LP Experience March 2015 - Present
Job OSJ Supervision, Cuso Financial/ Sorrento Pacific
Industry Financial Services
Experience
CUSO Financial Services, LP   March 2015 - Present
LPL Financial  January 2014 - November 2014
LPL Financial  February 2011 - December 2013
Morgan Stanley Smith Barney  May 2007 - April 2010
RJL Inc.   April 2004 - April 2007
TD Waterhouse  1994 - 2004
various  January 1984 - September 1994

Skills
Series 7, Series 24, series 8, Financial Services, Fixed Annuities, Securities, FINRA, Mutual Funds, Series 63, Risk Management, Financial Risk, Alternative Investments, Uniform Combined State..., Investments, Financial Advisory, Trading, Equities, Financial Analysis, Fixed Income, Strategic Financial..., Human Resources, Sales, Training, Finance, Bonds, Financial Planning, Insurance, Investment Advisory

Education
Santa Monica College   2010 — 2011
Health IT Training, Health IT Trainer

Kean University
Economics

Kean University

Jim Dempsey, CFA Jim Dempsey, CFA Greater San Diego Area Details
Jim Dempsey, CFA's CUSO Financial Services, LP Experience January 2014 - Present
Job OSJ at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP   January 2014 - Present
The Retirement Group, LLC  2013 - 2013
LPL Financial  April 2004 - May 2011
Shott Capital Management  2002 - 2004

Skills
Series 7, Investments, Series 63, Series 24, Operations Management, Business Management, Financial Planning, Series 66, CA Insurance - Life,..., Customer Relations

Education
Pace University   1987 — 1989
MBA, Finance - Securities Analysis and Portfolio Management

University of Notre Dame   1981 — 1985
BBA, Finance

Del Duffy Del Duffy Columbus, Ohio Area Details
Del Duffy's CUSO Financial Services, LP Experience March 2009 - Present
Job Financial Advisor at CUSO Financial Services L.P.
Industry Financial Services
Experience
Cuso Financial Services, LP   March 2009 - Present

Skills
Series 7, Series 65/66, Certified Financial...

Education
Miami University   1992 — 1996
Bachelor of Science, Business Administration; Finance, Accountancy

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