Jeffrey Cusack Email & Phone Number

Jeffrey Cusack Work

• President @ RetireOne (March 2022 - Present)
• Senior Managing Director, Chief Distribution Officer @ Aria Retirement Solutions (February 2022 - Present)
• Senior Managing Director, Strategic Accounts @ Aria Retirement Solutions (March 2022 - Present)
• Director, Alternative Strategies @ Endeavour Investment Partners, LLC (February 2021 - February 2022)
• Executive Managing Director, National Sales Manager @ Nuveen, a TIAA company (October 2016 - November 2020)
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• Member Board of Directors @ FOLIOfn Investments , Inc. (January 2007 - September 2020)
• Board of Governors @ Money Management Institute (January 2000 - January 2018)
• President, Executive Managing Director, Tradewinds Global Investors @ Nuveen, a TIAA company (March 2014 - October 2016)
• Managing Director, Ria and Alternative Investments Distribution @ Nuveen, a TIAA company (August 2012 - February 2014)
• President @ Forward Management (August 2008 - August 2012)
• Board of Directors @ Broadmark Asset Management LLC (January 2009 - January 2012)
• Board of Directors @ Legato Capital Management LLC (January 2008 - January 2012)
• Managing Director @ Unison (October 2005 - August 2008)
• Forward Mangement @ Board of Directors (January 2005 - January 2008)
• Executive Vice President @ J.P. Morgan (August 2003 - October 2005)
• Senior Vice President Managed Accounts @ Charles Schwab (May 2000 - August 2003)
• Board Member @ Investments and Wealth Institute (January 1994 - January 2003)
• Senior Vice President Consulting Group Divisional Director @ Morgan Stanley (July 1988 - May 2000)
• Regional Sales Director @ National Securities Corporation (January 1987 - July 1988)
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• Regional Sales @ Sensormatic (June 1982 - January 1988)
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