CUDO FINANCIAL - Key Persons
Job Titles:
- Client Service Representative
- Client Services Representative
Charlotte Finster joined Cudo Financial as a Client Services Representative in 2016. Aside from helping with the day-to-day office operations, Charlotte's main responsibility is preparing David and Jamie for meetings and client appreciation.
Charlotte was born and raised in Germany and came to the Willamette Valley as an exchange student at age 17. She decided to make the United States her permanent home when she married her high school sweetheart Shane two years later. She attended Albertville-Realschule in Winnenden, Germany; Lebanon Union High School in Lebanon, Oregon and Kolping Bidungswerk in Fellbach, Germany.
In her free time, Charlotte loves going on family outings with her husband and two children, reading, gardening and playing with her dog Riley.
Job Titles:
- Client Service Representative
- Client Services Representative
Is part of our Client Services team at Cudo Financial, Inc. He takes great pride in making sure the client experience is an exceptional one. He assists Dave and Jamie in review preparation, data entry for financial planning, data report generation and helps familiarize clients with financial services technology, such as Client Access.
Job Titles:
- Operations Manager
- Registered Principal
Jamie serves as our Operations Manager here at Cudo Financial, Inc. It is her responsibility to help make sure that all of our clients' needs aren't just met, their expectations are exceeded. She assists David in preparing, implementing, and enforcing all of our client's financial plans, while making sure the office operations are running smoothly and efficiently. She is passionate about helping others learn, understand, and take control of their financial situation so that they are able to spend their time enjoying the truly important things in life, such as their family and friends.
Jamie is a native of Corvallis and graduated from Oregon State University (OSU) with a degree in Business Administration with an emphasis in Finance. She has been with Cudo Financial, Inc. since 2008 and in the finance industry since 2005. She is licensed as a General Securities Sales Supervisor (series 9 & 10) and holds her Oregon Life/Health Licenses. She also serve as a Notary Public for the state of Oregon.*
Away from the office Jamie enjoys playing soccer, hiking, skiing, camping, fishing, golfing, and taking advantage of everything the northwest has to offer. Enjoying time spent with friends and family is her favorite pastime activity, especially with her husband, Michael, and their sons, Jack and Casey. She is an avid Beaver sports fan and dedicated supporter of OSU. She believes it is extremely important to give back and is always looking for ways that she can lend a hand or volunteer her time with local organizations. She also enjoys reading, cooking, and experiencing new cultures through travel.
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Cudo Financial, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.