CUSO Financial Services
For more than 20 years, Brian has been developing award-winning digital platform experiences that blend core wealth management capabilities with support, training and communications.
He has a proven ability to drive revenue growth, improve business efficiencies and develop systems that deepen client engagement for both financial institution wealth management programs and independent financial practices.
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CUSO Financial Services
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.