SAN DIEGO – Sister companies CUSO Financial Services and Sorrento Pacific Financial, full-service broker-dealers and SEC Registered Investment Advisers providing customized investment and insurance solutions to financial institutions, have hired Mark Hoaglin as national sales manager. In the role Hoaglin will work with clients and advisors to identify ways to attract more customers to the financial institutions’ investment programs and to better serve their investment needs.
“We’ve only scratched the surface in terms of the number of customers we can support on a daily basis. Collaborating with my team to identify the technology and customer service that people need and want is what gets me going every day,” said Hoaglin in an statement.
Hoaglin’s past experience includes leadership roles at banks, wirehouses and credit unions. He has been an advisor with Merrill Lynch and a first vice president, regional investment manager at Cal Fed Bank and Citibank; he was president and CEO of XCU Capital Corp. Prior to joining CFS and SPF in October 2014, Hoaglin worked as vice president of investments and insurance at Patelco Credit Union.