Stephen Widner

Vice President Operations at CUSO Financial Services, L.P. - San Diego, CA, US

Stephen Widner's Colleagues at CUSO Financial Services, L.P.
Tony Bonafede

Vice President, Compliance

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Shari Januszewski

Vice President Of Business Development

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Thomas McCarthy

Vice President Fixed Income

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Peter Vonk

Chief Compliance Officer

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Kyle Janecky

Director of Financial Planning and Analysis

Contact Kyle Janecky

Aaron Persons

Program Development Manager

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Irina Bokareva

Manager, Payroll & Accounts Payable

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Stephen Widner's Contact Details
HQ
858-530-4400
Location
Company
CUSO Financial Services, L.P.
Stephen Widner's Company Details
CUSO Financial Services, L.P. logo, CUSO Financial Services, L.P. contact details

CUSO Financial Services, L.P.

San Diego, CA, US • 250 - 499 Employees
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. 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.

Investment programs for credit unions Flexible and efficient financial planning Retirement services Investment and Insurance solutions Sophisticated back office technology systems Non-proprietary product offerings Financial Services Financial Advisory Services Investment Banking Asset Management Finance
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Frequently Asked Questions about Stephen Widner
Stephen Widner currently works for CUSO Financial Services, LP.
Stephen Widner's role at CUSO Financial Services, LP is Vice President Operations.
Stephen Widner's email address is ***@cusonet.com. To view Stephen Widner's full email address, please signup to ConnectPlex.
Stephen Widner works in the Financial Services industry.
Stephen Widner's colleagues at CUSO Financial Services, L.P. are Tony Bonafede, Shari Januszewski, Thomas McCarthy, Peter Vonk, Kyle Janecky, Aaron Persons, Irina Bokareva and others.
Stephen Widner's phone number is 858-530-4400
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