AeroLeads people directory · profile
Birgitta Kalker Email & Phone Number
DEPARTMENT MANAGER, REGISTRATION and LICENSING
at
CUSO Financial Services, LP
1 work email found
@cusonet.com
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
DEPARTMENT MANAGER, REGISTRATION and LICENSING
Location
San Diego, California, United States
Company size
Who is Birgitta Kalker? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Birgitta Kalker is listed as DEPARTMENT MANAGER, REGISTRATION and LICENSING at CUSO Financial Services, LP, a company with 190 employees, based in San Diego, California, United States. AeroLeads shows a work email signal at cusonet.com and a matched LinkedIn profile for Birgitta Kalker.
Birgitta Kalker previously worked as DEPARTMENT MANAGER, REGISTRATION & LICENSING at Cuso Financial Services, Lp and REGISTRATION SERVICES SUPERVISOR at Cuso Financial Services, Lp.
Company email context
Email format at CUSO Financial Services, LP
This section adds company-level context without repeating Birgitta Kalker's masked contact details.
{first_initial}{last}@cusonet.com
89% confidence
AeroLeads found 1 current-domain work email signal for Birgitta Kalker. Compare company email patterns before reaching out.
Profile bio
About Birgitta Kalker
I have supported an exemplary compliance culture at CUSO Financial Services/Sorrento Pacific Financial for 19 years. We are full-service broker-dealers and SEC-registered investment advisors offering investment and insurance solutions to more than 200 credit unions in 53 U.S. states and territories. We administer $30 billion in assets and have a verifiable record of excellence on FINRA Broker Check. I grew the Licensing & Registration Department to serve 700+ financial advisors, and have been honored to receive our company's Hall of Fame Award, 2017. I'm especially proud of contributing to the successes of our "Mission: Morale" team, which engages colleagues with fun rewards and recognition. San Diego Business Journal named our company as one of the Top 5 Healthiest Mid-Sized Companies in San Diego from 2014-2016. I believe a high-integrity compliance culture and a fun themed holiday party are the keystones of a wonderful company culture. 🌴
Listed skills include Finra Regulatory Compliance Professional, Broker/Dealer Compliance, Insurance Agency Compliance, and Investment Advisory Firm Compliance.
Current workplace
Birgitta Kalker's current company
Company context helps verify the profile and gives searchers a useful next step.
Cuso Financial Services, Lp
7 roles · 29 years
Birgitta Kalker work experience
A career timeline built from the work history available for this profile.
Department Manager, Registration & Licensing
CurrentActively endeavoring with a colleague team to co-design a shared service model of registration & licensing practices for four merging broker-dealers adopting one service model. Smoothly rolling out the accelerated regulatory changes to 900+ financial advisers as the U.S. financial industry and adapting to evolving technology solutions is key to handling.
Dec 2014 - Present
Registration Services Supervisor
Continually securing 100% compliance in annual FINRA, SEC and state securities and insurance regulatory reviews for 700+ financial advisers and 5 investment advisory groups year after year.
Jan 2008 - Dec 2014
Registration Specialist
Planned and launched a registration & licensing department and grew it to serve 700+ financial advisers, up from 300.
2002 - 2008
~6 yrs
Branch Manager
2000 - 2002
~2 yrs
Sales Assistant
Hampton Porter Investment Bankers, Llc
1998 - 2000
~2 yrs
Assistant Property Manager
1997 - 1998
~1 yr
Team & coworkers
Colleagues at CUSO Financial Services, LP
Other employees you can reach at cusonet.com. View company contacts for 190 employees →
ME
Mark E. Kilbride
Colleague at Cuso Financial Services, LpFort Walton Beach, Florida, United States, United States
View →
LG
Lorraine Griswold
Colleague at Cuso Financial Services, LpSan Diego, California, United States, United States
View →
BS
Brandon S. Handy Clu, Aep, Lutcf
Colleague at Cuso Financial Services, LpSalt Lake City, Utah, United States, United States
View →
JL
Josh Lusby, Cfp®
Colleague at Cuso Financial Services, LpEugene, Oregon, United States, United States
View →
JD
Jim Dubina Iii
Colleague at Cuso Financial Services, LpDallas, Texas, United States, United States
View →
LJ
Lance Jacobsen
Colleague at Cuso Financial Services, LpOgden, Utah, United States, United States
View →
PR
Philip Rubia
Colleague at Cuso Financial Services, LpLa Habra, California, United States, United States
View →
CB
Catherine Bryant
Colleague at Cuso Financial Services, LpRaleigh-Durham-Chapel Hill Area, United States
View →
CR
Charlene Roberts
Colleague at Cuso Financial Services, LpSan Diego, California, United States, United States
View →
TD
Tracy Duncan
Colleague at Cuso Financial Services, LpClemmons, North Carolina, United States, United States
View →
Mark E. Kilbride
Colleague at Cuso Financial Services, LpFort Walton Beach, Florida, United States, United States
View →
LG
Lorraine Griswold
Colleague at Cuso Financial Services, LpSan Diego, California, United States, United States
View →
BS
Brandon S. Handy Clu, Aep, Lutcf
Colleague at Cuso Financial Services, LpSalt Lake City, Utah, United States, United States
View →
JL
Josh Lusby, Cfp®
Colleague at Cuso Financial Services, LpEugene, Oregon, United States, United States
View →
JD
Jim Dubina Iii
Colleague at Cuso Financial Services, LpDallas, Texas, United States, United States
View →
LJ
Lance Jacobsen
Colleague at Cuso Financial Services, LpOgden, Utah, United States, United States
View →
PR
Philip Rubia
Colleague at Cuso Financial Services, LpLa Habra, California, United States, United States
View →
CB
Catherine Bryant
Colleague at Cuso Financial Services, LpRaleigh-Durham-Chapel Hill Area, United States
View →
CR
Charlene Roberts
Colleague at Cuso Financial Services, LpSan Diego, California, United States, United States
View →
TD
Tracy Duncan
Colleague at Cuso Financial Services, LpClemmons, North Carolina, United States, United States
View →
FAQ
Frequently asked questions about Birgitta Kalker
Quick answers generated from the profile data available on this page.
What company does Birgitta Kalker work for?
Birgitta Kalker works for CUSO Financial Services, LP.
What is Birgitta Kalker's role at CUSO Financial Services, LP?
Birgitta Kalker is listed as DEPARTMENT MANAGER, REGISTRATION and LICENSING at CUSO Financial Services, LP.
What is Birgitta Kalker's email address?
AeroLeads has found 1 work email signal at @cusonet.com for Birgitta Kalker at CUSO Financial Services, LP.
Where is Birgitta Kalker based?
Birgitta Kalker is based in San Diego, California, United States while working with CUSO Financial Services, LP.
What companies has Birgitta Kalker worked for?
Birgitta Kalker has worked for Cuso Financial Services, Lp, Salomon Grey Financial Corporation, Hampton Porter Investment Bankers, Llc, and Developers Resource Companies, Inc..
Who are Birgitta Kalker's colleagues at CUSO Financial Services, LP?
Birgitta Kalker's colleagues at CUSO Financial Services, LP include Mark E. Kilbride, Lorraine Griswold, Brandon S. Handy Clu, Aep, Lutcf, Josh Lusby, Cfp®, and Jim Dubina Iii.
How can I contact Birgitta Kalker?
You can use AeroLeads to view verified contact signals for Birgitta Kalker at CUSO Financial Services, LP, including work email, phone, and LinkedIn data when available.
What skills is Birgitta Kalker known for?
Birgitta Kalker is listed with skills including Finra Regulatory Compliance Professional, Broker/Dealer Compliance, Insurance Agency Compliance, and Investment Advisory Firm Compliance.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial