Tami Cain Email

Executive Director, Business Development . CUSO Financial Services LP

San Diego, CA

Location

t****@cusonet.com

Primary Email

Current Roles

Employees:
353
Revenue:
$92.7M
About
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.
CUSO Financial Services LP Address
10150 Meanley Drive, 1st Floor
San Diego, CA
United States
CUSO Financial Services LP Email
CUSO Financial Services LP Phone Numbers
858-530-4400

Past Companies

CUSO Financial Services, LP and Sorrento Pacific Financial, LLCExecutive Director, Business Development
Northstar Financial Services (Bermuda) Ltd.Senior Vice President, National Sales Manager
JP Morgan ChaseVice President, Agency Program Director

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