Cornerstone Advisors Asset Management, Inc.
Address: 74 W Broad St, Bethlehem, PA 18018 Phone: (610) 694-0900: : Category: Place name: : Hours: : : : Website: Website: http://www.cornerstone-companies.com/ Category: Business to business service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cornerstone Advisors Asset Management Posting publicly on the Web Write a review Reviews Be the first to review
Cornerstone Advisors Asset Management, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cornerstone Advisors Asset Management, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Cornerstone Advisors Asset Management, Inc. Employees
Bethel-Tulpehocken Library February 2014 - Present
Kaplan Test Prep & Admissions January 2014 - Present
Cornerstone Advisors Asset Management, Inc. July 2009 - December 2013
Kaplan Test Prep December 2006 - May 2011
The Morning Call 2008 - 2008
East Penn Publishing 2007 - 2007
Skills
Relationship Management, Financial Services, Charitable Gift..., Gift Planning, Account Management, Vendor Management, Writing, Teaching, Communication, Editing, Investment..., Charitable Trusts, Operations Management, Client Development, Academic Tutoring, Copy Editing, Investments, Time Management, Flexibility, Variable Annuities, Trading, Proposal Writing, Investment Policy..., Compliance, Nonprofits, Personal Financial...
Education
Lehigh University 2006 — 2008
Kaplan University 2010 — 2010
Completed CFP Education Program
Guardian Life - Park Avenue Securities September 2014 - Present
Cornerstone Institutional Investors, Inc. January 2014 - Present
Cornerstone Advisors Asset Management, Inc. January 2014 - September 2014
Park Avenue Securities Investment Advisory Services 2004 - 2013
Park Avenue Securities Investment Advisory Services 2000 - 2003
Park Avenue Securities Investment Advisory Services 1997 - 2000
Guardian Life 1990 - 1997
Guardian Life 1987 - 1990
Skills
Series 7, Series 24, FINRA, Securities, Mutual Funds and ETFs, Financial Advisory, Investments, Asset Management, Financial Services
Education
Cedar Crest College
Bachelor of Science, Business Administration Finance
Northampton Community College
Associate of Science (AS), Accounting
John Hancock Financial Services June 2013 - Present
Galvin Rare Books Room January 2013 - May 2013
The Writing Center January 2011 - May 2013
University of Richmond August 2009 - May 2013
Folio Literary Management August 2012 - December 2012
Sacred Heart Hospital May 2012 - August 2012
Cornerstone Advisors Asset Management, Inc. May 2010 - August 2010
Skills
Public Relations, Public Speaking, Writing, Event Planning, Presentations, Proofreading, Research, Exhibit Design, Social Media, Facebook, Journalism, Microsoft Office, PowerPoint, Microsoft Excel, Exhibit Preparation, Editing, Nonprofits, Fundraising
Education
University of Richmond 2009 — 2013
Bachelor of Arts (BA), English
University College Maastricht 2011 — 2011
Study Abroad
Rocaton Investment Advisors October 2015 - Present
Cornerstone Advisors Asset Management, Inc. May 2015 - May 2015
Gettysburg College 2014 - 2015
Gettysburg College 2011 - 2015
Make Some Noise Foundation - (Pediatric Cancer) May 2014 - September 2014
Atlantic USA Incorporated July 2014 - July 2014
United States Military Academy June 2013 - July 2014
United States Naval Academy June 2012 - July 2013
Skills
Strategic Negotiations, Leadership, Public Speaking, Organizational..., Research, Project Management, Microsoft Office, Negotiation, Conflict Resolution, Management, Fundraising
Education
Gettysburg College 2011 — 2015
Bachelor's Degree, Organizational Management Studies (OMS) Minor in Business Administration, 3.25
Cornerstone Institutional Investors, Inc. 2002 - Present
Cornerstone Advisors Asset Management, Inc. 2002 - Present
Education
Gettysburg College 1982 — 1986
Business
Cornerstone Advisors Asset Management, Inc. December 2008 - Present
Cornerstone Institutional Investors, Inc. December 2008 - Present
Evergreen Investments November 2007 - December 2008
Econ Financial Services May 2006 - September 2006
Skills
Asset Management, Series 7, Investment Management, Securities, Series 63, Hedge Funds, Customer Service, Investments, Equities, Due Diligence, Trading, Uniform Combined State..., Fixed Income, Portfolio Management, Series 66
Education
Siena College 2003 — 2007
BS, Finance
Accenture November 2014 - Present
Creative Mobile, LLC May 2011 - September 2015
Maine Center for Entrepreneurial Development June 2008 - November 2010
Synergy Partners 2000 - July 2008
Interim Management Associates, LLC November 2003 - May 2008
The Creative Companies 2002 - 2008
Cornerstone Advisors Asset Management, Inc. 2001 - 2002
FleetBoston Financial, Private Clients Group 1999 - 2000
Creative Printed Solutions 1991 - 1999
Skills
Start-ups, Entrepreneurship, Leadership, Strategic Planning, Mobile Applications, Strategy, Management, Business Strategy, Mergers & Acquisitions, Strategic Partnerships, Mobile Devices, Management Consulting, Outsourcing, Corporate Finance, Nonprofits, Venture Capital, Enterprise Software, Team Building, Executive Management, Corporate Development, Mobile Strategy, Mobile Health, UX Design, Concept Development, mHealth, Product Development, Entrepreneur, Mobile Engagement, Mobile Web Design, Mobile Communications, Wire Framing, Site Maps, Project Management, User-centered Design, Financial Analysis, Non-profits, prototyping, Fundraising, HIPAA, Scrum, Agile Project Management
Education
Investment Banking Institute 2008 — 2008
University of North Carolina at Chapel Hill 2001 — 2002
Boston University Questrom School of Business 1996 — 1997
Plymouth State University 1982 — 1986
BS
Stanwich Advisors LLC June 2015 - Present
PNC June 2014 - August 2014
Cornerstone Advisors Asset Management, Inc. July 2013 - July 2013
Skills
Microsoft Excel, Economics, Finance, Analysis, Time Management, Stock Market Analysis, Financial Analysis
Education
Gettysburg College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Cornerstone Institutional Investors, Inc. March 2004 - Present
Cornerstone Advisors Asset Management, Inc. March 2004 - Present
Skills
Retirement Planning, Wealth Management, Investments, Asset Management, Strategic Financial..., Insurance, Financial Advisory, Securities, Retirement, Management, Strategic Planning, Series 7, Asset Allocation, Financial Services, 401k, Mutual Funds, Financial Risk
Education
Bloomsburg University of Pennsylvania 1999 — 2001
B.S., Finance
Ursinus College 1996 — 1998
Economics and Business Administration
Cornerstone Institutional Investors, Inc. June 2013 - Present
Cornerstone Advisors Asset Management, Inc. June 2013 - Present
MetLife August 2005 - June 2013
Skills
Retirement, Investment Strategies, Employee Benefits, Small Business, FINRA, Succession Planning, Retirement Planning
Education
Lehigh University 2011 — 2014
MBA
Lafayette College 2001 — 2005
Bachelor of Arts (B.A.), Economics
RCN August 2014 - Present
Cornerstone Benefits, Inc. April 2004 - December 2013
Cornerstone Institutional Investors, Inc. April 2004 - December 2013
Cornerstone Advisors Asset Management, Inc. April 2004 - December 2013
Fleet Bank 1996 - 2002
Skills
Accounts Payable, Accounts Receivable, Bank Reconciliation, Invoicing, Account Reconciliation, Financial Statements, Payments, Mutual Funds, Accruals, Management, Credit, Insurance, Journal Entries, Access, Accounting, Financial Reporting, Series 7, Uniform Combined State..., Loans, Financial Accounting, Series 66, GAAP, Time Management, Cash Management, Financial Statement...
Education
DeSales University 1998 — 2003
BS, Accounting/Finance
Brandywine College 1983 — 1985
Associate's degree, Executive Assistant/Executive Secretary
Trident Brokerage Services LLC March 2014 - Present
Cornerstone Advisors Asset Management, Inc. July 2012 - March 2014
Toyota May 2011 - August 2011
Skills
Investments, Asset Management, Portfolio Management, Financial Analysis, Capital Markets, Financial Modeling, Bloomberg, Financial Advisory, Microsoft Excel, Leadership
Education
Lehigh University - College of Business and Economics 2008 — 2012
Bachelor of Science (BS), Finance
Additional Education & Licenses
ABF Freight November 2014 - Present
Cornerstone Institutional Investors, Inc. May 2013 - September 2014
Cornerstone Advisors Asset Management, Inc. May 2013 - September 2014
The Vanguard Group September 2005 - July 2011
The Vanguard Group June 2004 - September 2005
The Vanguard Group April 2000 - June 2004
Vanguard February 1999 - April 2000
Montgomery Newspapers June 1996 - December 1999
Skills
Visio, Data Analysis, Financial Services, Leadership, Microsoft Excel, Access, PowerPoint, Business Analysis, Process Improvement, Training, Management, Human Resources, Microsoft Office, Outlook, Customer Service, Microsoft Word, SDLC, Analysis, Quality Assurance, Fundraising
Education
Immaculata University 2009 — 2012
B.A., Information Technology for Business, 3.86
Cornerstone Advisors Asset Management, Inc. September 2014 - Present
Cornerstone Institutional Investors, Inc. September 2014 - Present
Ascensus January 2009 - September 2014
Bisys / Ascensus October 2004 - December 2008
Rohm and Haas 2001 - 2004
Towers Perrin 1995 - 2001
Preferred Benenfits Corporation April 1994 - December 1995
Skills
ERISA, Qualified Retirement..., 401(k), Retirement, Microsoft Office, Microsoft Word, Program Management, Financial Analysis, Analysis, Process Improvement, Call Centers, Administration, Public Speaking, Accounting, Asset Management, Financial Services, Management, Relationship Management
Education
University of Maryland College Park 1986 — 1989
Bachelor's degree, English Language and Literature/Letters
St. John's College 1984 — 1986
Liberal Arts and Sciences/Liberal Studies