Robert Smith

Robert Smith is an experienced financial services professional currently serving as Program Manager at CUSO Financial Services since October 2023. Previously, Robert held the position of Advisor Manager at TruStage, leading a team of approximately 30 Financial Advisors across six states, focusing on needs-based financial planning for credit union members. Robert's extensive background includes various roles at CUNA Mutual Group, where responsibilities spanned sales management, compliance, and training for credit unions in multiple states. Notable achievements include participation in leadership development programs and consistent sales growth during tenure. Robert's early career included positions in compliance, auditing, and fund processing, complemented by a Bachelor of Science in Business Administration with a focus on Finance from the University of South Florida.