Benjamin Cudney
AIS Group Consultant
Contact Information:
Phone: (866) 917-1040 x436
Fax: (727) 450-0986
bcudney@usatax.us
Biography
Ben Cudney works with our executive producers to manage our corporate client operation. He oversees new business, policy changes, money moving, database maintenance, and client communication. He is also managing the new client database software.
Prior to joining USA Tax & Insurance Services, Inc. in 2010, Ben spent nine years in the investment and insurance business, including four years as the office manager of a Registered Investment Advisory firm. He held NASD Series 7, 63, and 65 designations as an Investment Advisor Representative, and FL State Life and Variable Annuity licenses. He spent the following seven years with a finance firm managing their administration, quality control, and training departments.
