Client Services Manager
Mr Cueto started in financial services in 2002 at World Savings Bank, where he first met Mr Mateyko. In banking he's progressed from personal banker (World Savings) to financial advisor (World Savings and US Bancorp) to branch manager (Washington Mutual, Chase Bank, and Fifth Third). This is the fourth time he and Mr Mateyko have worked together.
Mr Cueto assists clients through the on-boarding process and administrative duties.
Mr Cueto is working on his re-certification for the Series 6 and is currently enrolled in the College of Financial Planning where he is working to obtain the Accredited Portfolio Management Advisor - APMA® - designation.