Sales Assistant
Current
Oct 2016 - Present
AeroLeads people directory · profile
Debra Smith Email & Phone Number
Sales Asssitant. CUSO Financial Services, L.P. at Ardent Credit Union
at
CUSO Financial Services, LP
1 work email found
@verizon.net
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Sales Asssitant. CUSO Financial Services, L.P. at Ardent Credit Union
Location
Philadelphia, Pennsylvania, United States
Company size
Who is Debra Smith? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Debra Smith is listed as Sales Asssitant. CUSO Financial Services, L.P. at Ardent Credit Union at CUSO Financial Services, LP, a company with 333 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at verizon.net and a matched LinkedIn profile for Debra Smith.
Debra Smith previously worked as Sales Assistant at Cuso Financial Services, Lp and Registered Portfolio Assistant at Janney Montgomery Scott. Debra Smith studied at Nazareth Academy.
Company email context
Email format at CUSO Financial Services, LP
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*@verizon.net
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AeroLeads found 1 current-domain work email signal for Debra Smith. Compare company email patterns before reaching out.
Profile bio
About Debra Smith
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 NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. (Ardent Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Current workplace
Debra Smith's current company
Company context helps verify the profile and gives searchers a useful next step.
Cuso Financial Services, Lp
5 roles
Debra Smith work experience
A career timeline built from the work history available for this profile.
Registered Portfolio Assistant
Supported the largest producers in the firm.Entered all equity/mutual fund buy and sell orders, invested all 529 contributions, verified all transactions and posted them in Brokers Notebook, assisted all clients with 1099 questions including missing cost basis information, dealt closely with the Fixed Income Dept. to make sure all bond/note/CD transactions.
Sep 2006 - Sep 2010
Registered Sales Assistant
Opened new accounts (DVP, IRA, Roth IRA, Trust, Estate, 529, Etc.), met with and spoke to high net worth clients on the phone and responded to their requests to issue and deposit checks, wire funds, deliver and receive securities and answered any/all questions pertaining to their accounts
Sep 2006 - Jul 2008
Registered Sales Assistant
Rbc Dain Rauscher (Investment Firm)
Supported the largest producer in our BranchOpened all new accounts, posted all transactions in Brokers Notebook, responded to any/all client questions and requests, assisted the financial advisor in looking for specific investments in Fixed Income
Dec 2002 - Nov 2005
Registered Sales Assistant
Tucker Anthony (Investment Firm)
Supported Institutional Sales by opening all DVP accounts, verifying all trades with the clients, making sure delivery was completed, worked closely with Fixed Income and Municipal Syndicate Depts.Skills and Software:FINRA Series 7 and 63, Thompson and Beta Systems, Bloomberg, Microsoft 2007 Application, BGM System (Gorilla), Brokers Notebook
Nov 1983 - Sep 2001
Team & coworkers
Colleagues at CUSO Financial Services, LP
Other employees you can reach at cusonet.com. View company contacts for 333 employees →
JB
Jeri Bitner
Colleague at Cuso Financial Services, LpEl Cajon, California, United States, United States
View →
KR
Kelly Rhine, Cfp®
Colleague at Cuso Financial Services, LpSan Diego, California, United States, United States
View →
CR
Charlene Roberts
Colleague at Cuso Financial Services, LpSan Diego, California, United States, United States
View →
SS
Sarah Strapps
Colleague at Cuso Financial Services, LpGatineau, Quebec, Canada, Canada
View →
MC
Michael Carder
Colleague at Cuso Financial Services, LpSan Diego, California, United States, United States
View →
JD
Jim Dubina Iii
Colleague at Cuso Financial Services, LpDallas, Texas, United States, United States
View →
AL
Andrew Lewis
Colleague at Cuso Financial Services, LpMetropolitan Fresno, United States
View →
LS
Lara Shogren
Colleague at Cuso Financial Services, LpAnchorage, Alaska, United States, United States
View →
DL
Dave Loftus
Colleague at Cuso Financial Services, LpOverland Park, Kansas, United States, United States
View →
AB
Amy Beattie
Colleague at Cuso Financial Services, LpEscondido, California, United States, United States
View →
Jeri Bitner
Colleague at Cuso Financial Services, LpEl Cajon, California, United States, United States
View →
KR
Kelly Rhine, Cfp®
Colleague at Cuso Financial Services, LpSan Diego, California, United States, United States
View →
CR
Charlene Roberts
Colleague at Cuso Financial Services, LpSan Diego, California, United States, United States
View →
SS
Sarah Strapps
Colleague at Cuso Financial Services, LpGatineau, Quebec, Canada, Canada
View →
MC
Michael Carder
Colleague at Cuso Financial Services, LpSan Diego, California, United States, United States
View →
JD
Jim Dubina Iii
Colleague at Cuso Financial Services, LpDallas, Texas, United States, United States
View →
AL
Andrew Lewis
Colleague at Cuso Financial Services, LpMetropolitan Fresno, United States
View →
LS
Lara Shogren
Colleague at Cuso Financial Services, LpAnchorage, Alaska, United States, United States
View →
DL
Dave Loftus
Colleague at Cuso Financial Services, LpOverland Park, Kansas, United States, United States
View →
AB
Amy Beattie
Colleague at Cuso Financial Services, LpEscondido, California, United States, United States
View →
1 education record
Debra Smith education
-
Nazareth Academy
FAQ
Frequently asked questions about Debra Smith
Quick answers generated from the profile data available on this page.
What company does Debra Smith work for?
Debra Smith works for CUSO Financial Services, LP.
What is Debra Smith's role at CUSO Financial Services, LP?
Debra Smith is listed as Sales Asssitant. CUSO Financial Services, L.P. at Ardent Credit Union at CUSO Financial Services, LP.
What is Debra Smith's email address?
AeroLeads has found 1 work email signal at @verizon.net for Debra Smith at CUSO Financial Services, LP.
Where is Debra Smith based?
Debra Smith is based in Philadelphia, Pennsylvania, United States while working with CUSO Financial Services, LP.
What companies has Debra Smith worked for?
Debra Smith has worked for Cuso Financial Services, Lp, Janney Montgomery Scott, Rbc Dain Rauscher (Investment Firm), and Tucker Anthony (Investment Firm).
Who are Debra Smith's colleagues at CUSO Financial Services, LP?
Debra Smith's colleagues at CUSO Financial Services, LP include Jeri Bitner, Kelly Rhine, Cfp®, Charlene Roberts, Sarah Strapps, and Michael Carder.
How can I contact Debra Smith?
You can use AeroLeads to view verified contact signals for Debra Smith at CUSO Financial Services, LP, including work email, phone, and LinkedIn data when available.
What schools did Debra Smith attend?
Debra Smith studied at Nazareth Academy.
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