CU Financial Management Management Team
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CU Financial Management
Summary
CU Financial Management has been in the industry for 7 years. The company currently specializes in the Financial Services area. Its headquarters is located at CA. The estimated number of employees - 28. To connect with CU Financial Management employee register on SignalHire.
Organization Website | cufm.ca |
Phone Number | 8888843207 |
Industries | |
Headquarters Location | 36 Brookshire Crt, Bedford, Nova Scotia, B4A 4E9 CA |
Employees Size | 10-50 employees |
Specialties | Insurance, Investments, Advice, CFP, Wealth Building, Business Solutions, Retirement Planning |
Founded | 2019 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
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Number of employees by department
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Length of Employment
Employee tenure at CU Financial Management shows a diverse range of experience levels:
6% have been with the company for less than 1 year28% for 1–2 years11% for 3–4 years17% for 5–7 years11% for 8–10 years28% have over 11 years of service at CU Financial ManagementDiscover More
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CU Financial Management
David Collins
Manager, Operations and Administration
Cheryl Young
Marketing and Communications Manager
Brandon Croken
Regional Financial Planner
Jeffrey Silver
Regional Financial Planner
Chao Liang
Regional Financial Planner
Krista Ahern
Regional Financial Advisor
Craig Gunn
Regional Financial Planner
David Pearce
Sr. Financial Advisor CU Financial Management
Jody Childs
Administrative Associate
David Guzzo
Chief Executive Officer
Mike White
Manager, CU Wealth Essentials
Neil Holland
Regional Financial Advisor
Randy Blackwood PFP CFP FCSI
Regional Financial Planner
Danny Whalen
Director of Wealth Advice
Michelle McNeil
Regional Financial Advisor
David Mercer
Strategic Partnership Manager
Joe MacDonald
Regional Financial Planner
George Weatherbie
Regional Financial Planner
M Scott Kay
Investment Associate & Insurance Compliance Specialist
Julie Renderos
Assistant Manager of Operations and Administration
Avery Hatheway PFA
Regional Financial Advisor
Kristian Murphy
Regional Financial Advisor
Sharon Gallant
Senior Financial Advisor RIS
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FAQ
CU Financial Management operates in the Finance industries. More details can be found on the official website: cufm.ca.
The headquarters of CU Financial Management are located in Bedford, Canada.
You can contact CU Financial Management by phone at 8888843207.
CU Financial Management currently employs 10-50 people.
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