2016 -2020 Executive Managing Director, National Sales Manager @
2007 -2020 Member Board of Directors @
2000 -2018 Board of Governors @
2014 -2016 President, Executive Managing Director, Tradewinds Global Investors @
2012 -2014 Managing Director, Ria and Alternative Investments Distribution @
2008 -2012 President @
2009 -2012 Board of Directors @
2008 -2012 Board of Directors @
2005 -2008 Managing Director @
2005 -2008 Forward Mangement @
2003 -2005 Executive Vice President @
2000 -2003 Senior Vice President Managed Accounts @
1994 -2003 Board Member @ Investments and Wealth Institute
1988 -2000 Senior Vice President Consulting Group Divisional Director @
1987 -1988 Regional Sales Director @
1982 -1988 Regional Sales @
Jeffrey Cusack Education
New England College
(Business Administration)
1982
Masconomet Regional High School 1978
Jeffrey Cusack Skills
Series 7
Sales Management
Strategic Planning
Executive Management
Retirement
Marketing
New Business Development
Marketing Strategy
Mergers & Acquisitions
Product Management
Management
Valuation
Business Strategy
Finance
Leadership
Business Development
Asset Managment
Investment Banking
High Net Worth Individuals
Alternative Investments
Jeffrey Cusack Summary
Jeffrey Cusack, based in San Francisco, CA, US, is currently a President at RetireOne. Jeffrey Cusack brings experience from previous roles at RetireOne, Aria Retirement Solutions, Endeavour Investment Partners, LLC and Nuveen. Jeffrey Cusack holds a New England College. With a robust skill set that includes Series 7, Sales Management, Strategic Planning, Executive Management, Retirement and more. Jeffrey Cusack has 2 emails and 2 mobile phone numbers on RocketReach.
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