Cornerstone Advisors, Inc.

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Cornerstone Advisors, Inc. Employees

Employee
Years
Job
Industry
Michael Beird Michael Beird Greater Chicago Area Details
Michael Beird's Cornerstone Advisors, Inc. Experience June 2005 - June 2006
Job BankersHubCoFounder and Managing Director, Faculty of Grad School of Banking UW Madison
Industry Financial Services
Experience
BankersHub   December 2012 - Present
Graduate School of Banking at the University of Wisconsin - Madison  2013 - Present
Bstuff, LLC   May 2012 - Present
JD Power and Associates  October 2008 - May 2012
J.D. Power and Associates   2008 - May 2012
BAI  June 2006 - October 2008
Bank Administration Institute  2006 - 2008
Cornerstone Advisors, Inc.   June 2005 - June 2006
JMB Associates, Inc.   November 2001 - May 2005
CEB TowerGroup  2002 - 2002

Skills
Banking, Management Consulting, Change Management, Mergers, Project Management, Product Development, Leadership, Retail, Business Strategy, Business Development, Software Development..., Strategic Planning, Business Analysis, Analytics, Process Improvement, Product Management, New Business Development, Team Building, Strategy, Management, Analysis, Mergers & Acquisitions, Business Process..., Training, Team Leadership, Forecasting, Financial Services, Sales, Project Planning, Consulting, Start-ups

Education
Cornell University - S.C. Johnson Graduate School of Management   1985 — 1987
MBA, Finance and Accounting

Saddleback College   1983 — 1985
AA, Business Administration

University of California, Irvine   1981 — 1982
BA, Social Psychology

Christ College Irvine   1978 — 1981
AA, Liberal Arts

David Potterton David Potterton Greater Boston Area Details
David Potterton's Cornerstone Advisors, Inc. Experience January 2014 - November 2014
Job Director, Business Banking at Digital Insight
Industry Financial Services
Experience
Digital Insight  November 2014 - Present
Cornerstone Advisors, Inc.   January 2014 - November 2014
salesforce.com  June 2013 - January 2014
Financial Insights   October 2008 - June 2013
JPMorgan Chase  November 2001 - September 2008
Meridien Research  1999 - November 2001
BankBoston  1995 - 1999
Wachovia  1992 - 1994
Bankers Trust Company  1987 - 1993

Skills
Banking, Risk Management, Capital Markets, Investment Banking, Risk, Analysis, Leadership, Consulting, IT Strategy, Marketing, Business Strategy, Research, Product Management, Strategy, Financial Services, Financial Risk, Salesforce.com, Payments, Business Development, Analytics, Equities, Credit Risk, Business Analysis, Market Research, Start-ups, Retail Banking, Management Consulting, Cash Management, Mergers & Acquisitions, Credit, Portfolio Management, Treasury Management, Commercial Banking

Education
Duke University - The Fuqua School of Business   1985 — 1987
MBA, Business

North Carolina State University   1983 — 1984
BA, Business Mgmt and Economics

Thomas Milillo Thomas Milillo Scottsdale, Arizona Details
Thomas Milillo's Cornerstone Advisors, Inc. Experience July 2014 - Present
Job Analyst at Cornerstone Advisors, Inc.
Industry Banking
Experience
Cornerstone Advisors, Inc.   July 2014 - Present
MassMutual Financial Group  December 2013 - June 2014
MassMutual Financial Group  May 2013 - December 2013
Course Hero, Inc.   January 2013 - April 2013
City of Scottsdale  August 2007 - August 2012

Skills
Finance, Customer Service, Leadership, Management, Financial Analysis, Financial Services, Insurance, Training, Social Media, Investments, Mutual Funds, Microsoft Excel, Building Relationships, Time Management, Employee Benefits, Life Insurance, Analysis, Wealth Management, Public Speaking, PowerPoint, Microsoft Word, Business Development, Retirement Planning, Disability Insurance, General Securities..., Securities License, Licensed Life & Health..., Securities, Insurance Products, Client Service, Microsoft PowerPoint

Education
University of Arizona, Eller College of Management   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

Anglo-American University, Prague   2012 — 2012
International Studies Abroad, Business Administration and Management

Marilyn Fotis Marilyn Fotis Scottsdale, Arizona Details
Marilyn Fotis's Cornerstone Advisors, Inc. Experience December 2014 - Present
Job Cornerstone Advisors, Inc.
Industry Executive Office
Experience
Cornerstone Advisors, Inc.   December 2014 - Present
Arizona Valleywide Appraisals   May 2013 - November 2014
Olson Communications, Inc.   January 2012 - May 2013
Renaissance Remodeling   April 2011 - January 2012
Mac Clinic   July 2010 - December 2010
AmazingMail.com, Inc.   January 2007 - May 2010
Loreto Bay Company  January 2005 - December 2006

Skills
Event Planning, Microsoft Office, Excel, Administration, Problem Solving, Outlook, Word, Accounting, Scheduling, Employee Relations, Administrative Support, Microsoft Excel, Microsoft Word, Process Scheduler, Administrative..., Account Management, Customer Service, Event Management, Leadership, Marketing, Operations Management, Payroll, Public Relations, Recruiting, Social Media, Social Networking, Strategic Planning, System Administration, Team Building, Training, Public Speaking, Administrative...

Education
Colorado State University

Barnes Business College

Linette Harris Linette Harris United States Details
Linette Harris's Cornerstone Advisors, Inc. Experience February 2002 - Present
Job Analyst at Cornerstone Advisors, Inc.
Industry Banking
Experience
Cornerstone Advisors, Inc.   February 2002 - Present

Skills
Data Analysis, Analytics, Databases, Financial Modeling, Strategy, Leadership, Financial Services, Management

Education
Arizona State University
Master's Degree

Arizona State University
Bachelor's Degree

Mohawk Valley Community College
Associate's Degree

Andrea Lipo Andrea Lipo Phoenix, Arizona Area Details
Andrea Lipo's Cornerstone Advisors, Inc. Experience January 2015 - Present
Job Director of Operations at Cornerstone Advisors, Inc.
Industry Utilities
Experience
Cornerstone Advisors, Inc.   January 2015 - Present
Salt River Project  May 2011 - Present
Arizona State University  October 2012 - March 2013
Salt River Project  October 2000 - May 2011
Integrated Information Systems  July 1998 - October 2001
Raymond James Consulting (Immedient)   August 1996 - June 1998
Holland America Line - Westmark   1988 - 1991

Skills
Business Management, ITIL, Business Analysis, PMP, Change Management, Operations Management, Program Management, Strategic Planning, Business Process, PMO, Analysis, Management Consulting, Process Development, Customer Relations, Team Leadership, Architecture, Governance, Business Process..., MS Project, Process Management, Process Engineering, Service Management, Planning, Enterprise Architecture, Project Planning, Visio, IT Management, Management, Project Management, Enterprise Software, Disaster Recovery, Business Process Design, Process Improvement, IT Service Management

Education
Arizona State University, W. P. Carey School of Business   2010 — 2011
MSIM, Technology - Information Management

University of Colorado Boulder - Leeds School of Business   1991 — 1995
Business Administration, Marketing, Hospitality Management

Christopher Myers Christopher Myers Denver, Colorado Details
Christopher Myers's Cornerstone Advisors, Inc. Experience January 2007 - October 2007
Job CoFounder and CEO at BodeTree
Industry Internet
Experience
BodeTree   2010 - Present
Forbes  March 2015 - Present
The Wall Street Journal  May 2014 - Present
Apollo Group  March 2010 - January 2012
Kotzin Valuation Partners   October 2007 - March 2010
Cornerstone Advisors, Inc.   January 2007 - October 2007
Cole Capital  January 2005 - January 2007

Skills
New Business Development, Business Valuation, Strategy Development, Small Business..., Small Business, Entrepreneurship, Financial Modeling, Strategy, Business Development, Finance, Competitive Analysis, Management, Leadership, Mergers & Acquisitions, Financial Analysis, Analysis, Project Planning, Accounting, Marketing Strategy, Strategic Planning, Start-ups, Organizational Culture

Education
Arizona State University   2003 — 2006
B.S., Finance

Babes-Bolyai University, Cluj-Napoca Romania   2004 — 2004
Certificate, Romanian Language, Accounting, Economics

Eric Weikart Eric Weikart Holly Springs, North Carolina Details
Eric Weikart's Cornerstone Advisors, Inc. Experience January 2004 - Present
Job Managing Director Performance Solutions at Cornerstone Advisors, Inc.
Industry Banking
Experience
Cornerstone Advisors, Inc.   January 2004 - Present
Sofia and Company, Inc.   June 1999 - December 2004
PaineWebber  January 1998 - January 1999

Skills
Banking, Loans, Mergers, benchmarking, Process Improvement, Technology Evaluation, Credit Unions, Contract Negotiations, Contract Review, Software Implementation, Efficiency Improvement, Efficiency Optimization, branches, call center, Accounting, Performance Improvement, Call Center, Contract Negotiation, Contract Management, Management, Change Management, Vendor Management, Mergers & Acquisitions, Internet Banking, Strategy, Commercial Lending, Benchmarking, Leadership, Call Centers, Financial Services, Risk Management, Strategic Planning

Education
The Ohio State University   1995 — 1999
BS, Finance

The Ohio State University Fisher College of Business   1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Banking and Financial Support Services

Alison Van Pelt, PMP Alison Van Pelt, PMP Albany, New York Area Details
Alison Van Pelt, PMP's Cornerstone Advisors, Inc. Experience November 2014 - Present
Job Director at Cornerstone Advisors, Inc.
Industry Financial Services
Experience
Cornerstone Advisors, Inc.   November 2014 - Present
YMCA Boise Idaho   March 2014 - Present
Fiserv  January 2013 - November 2014
Open Solutions  May 2011 - November 2014
Open Solutions  January 2010 - July 2011
Open Solutions  February 2008 - December 2009
Home Federal Bank  April 2004 - October 2008
Sears, Roebuck and Co.   October 1999 - August 2002

Skills
MS Project, Risk Management, IT Management, Contract Negotiation, COBOL, Technical Writing, Negotiation, Quality Management, JCL, PMP, Vendor Management, PMO, Visio, Process Improvement, Project Planning, Business Analysis, Program Management, Documentation, Software Project..., Change Management, Business Process..., SharePoint, Team Building, Banking, Disaster Recovery, Analysis, Problem Solving, Customer Relations, Team Leadership, Operations Management, Budgeting, IT Service Management, Project Management, Management, Budgets, Business Process, SQL, Requirements Gathering, Requirements Analysis, Software Documentation, Business Intelligence, Leadership, Customer Service, SDLC, Strategy, Training, CRM, Integration, Project Portfolio..., Enterprise Software

Education
H3 Yoga   2013 — 2014
RYT 200, Yoga Teacher Training/Yoga Therapy

The George Washington University - School of Business   2000 — 2001
Masters Certification, Project Management

Idaho State University   1988 — 1994
B.S., Psychology, Sociology

Brian Hagan, CPA Brian Hagan, CPA Greater Milwaukee Area Details
Brian Hagan, CPA's Cornerstone Advisors, Inc. Experience July 2013 - Present
Job Senior Director at Cornerstone Advisors, Inc.
Industry Management Consulting
Experience
Milwaukee Yacht Club  November 2013 - Present
Cornerstone Advisors, Inc.   July 2013 - Present
CCG Catalyst Consulting Group  2011 - June 2013
Milwaukee Yacht Club  2005 - 2012
Fiserv  1994 - 2011
Coopers & Lybrand Consulting  1992 - 1994
Coopers & Lybrand Consulting  1983 - 1992
Coopers & Lybrand Consulting  1979 - 1983

Skills
Contract Negotiation, Cost Control, Cost modeling, Driving Revenue, Forecasting, Mergers and Acquisitions, Business Consolidations, Financial Planning, Profit & Loss modeling, Change Management, Business Process..., Business Process..., Strategic Financial..., Negotiation, Consolidation, Executive Management, Operations Management, Mergers & Acquisitions, Leadership, Strategy, Management, Business Strategy, Budgets, Strategic Planning, Human Resources, Financial Analysis, Banking, Analysis

Education
Marquette University   1975 — 1979
BS, Accounting

August Kristoferson August Kristoferson Greater Seattle Area Details
August Kristoferson's Cornerstone Advisors, Inc. Experience February 2011 - August 2011
Job Associate Portfolio Manager at Parametric
Industry Investment Management
Experience
Parametric  April 2015 - Present
Wells Fargo Private Bank  October 2012 - April 2015
Seattle University  September 2011 - June 2012
Cornerstone Advisors, Inc.   February 2011 - August 2011
Belle Epicurean   November 2006 - September 2010

Education
Seattle University   2010 — 2012
MS, Finance

University of Washington   2002 — 2006
BA, Community, Environment and Planning

Ryan Brogan Ryan Brogan Phoenix, Arizona Area Details
Ryan Brogan's Cornerstone Advisors, Inc. Experience March 2015 - Present
Job Consultant at Cornerstone Advisors, Inc.
Industry Financial Services
Experience
Cornerstone Advisors, Inc.   March 2015 - Present
Cornerstone Advisors, Inc.   May 2011 - March 2015
Cornerstone Advisors, Inc.   June 2010 - May 2011

Skills
Process Improvement, Analysis, Financial Modeling, Financial Services, Strategy, Financial Analysis, Policy, Risk Management, Banking, Public Speaking, Leadership, Business Analysis, Management Consulting, Nonprofits, Microsoft Excel, Data Analysis

Education
Arizona State University, W. P. Carey School of Business   2006 — 2011
Bachelor of Science, Economics, Summa Cum Laude

American University of Rome
Focus on International Business & Italian Studies

Emily Waite Emily Waite Scottsdale, Arizona Details
Emily Waite's Cornerstone Advisors, Inc. Experience August 2014 - Present
Job Client Relations & Education Director at Cornerstone Advisors Inc
Industry Financial Services
Experience
Cornerstone Advisors, Inc.   August 2014 - Present
Vantage South Bank   April 2013 - August 2014
East Carolina Bank  December 2012 - April 2013
The East Carolina Bank  September 2011 - December 2012
The East Carolina Bank  February 2011 - September 2011
Play It Again Sports and Fitness  September 2003 - August 2010
Blue Ridge Pool and Fireplace   May 2001 - March 2007

Skills
Retail Banking, Banking, Cash Management, Customer Service, New Business Development, Training, Management, Sales, Process Improvement, Coaching, Accounting, Cross Selling, Financial Analysis, Finance, Risk Management, Leadership, Loans

Education
East Carolina University   2002 — 2006
BFA, English

Ken Proctor Ken Proctor Decatur, Georgia Details
Ken Proctor's Cornerstone Advisors, Inc. Experience February 2010 - March 2011
Job Managing Director, Southern Region at FIS EGRC
Industry Banking
Experience
FIS  November 2013 - Present
Abound Resources, Inc.   April 2011 - October 2013
Cornerstone Advisors, Inc.   February 2010 - March 2011
Brintech, Inc.   July 2003 - December 2009
Alex Sheshunoff Management Services  September 1997 - June 2003
Risk Concepts Ltd.   1994 - 1997
Binkelman, Proctor and Co./CADRE   July 1985 - March 1994
WBK. Ltd   1984 - 1985
First Union National Bank  September 1980 - June 1984
C&S National Bank  1979 - 1980

Skills
Enterprise Risk..., Compliance, Internal Audit, Bank Secrecy Act, Technology Planning, Strategic Planning, Risk Management, Regulatory Enforcement..., Financial Risk, IT Audit, Credit, Credit Risk, Banking, Commercial Banking, Management, Retail Banking, Executive Management, Mergers & Acquisitions, Restructuring, Business Continuity, Auditing, Loans, Risk Assessment, CRM, Financial Services, Financial Analysis, Internal Controls, Operational Risk..., Operational Risk, Credit Cards, Financial Institutions, Finance, AML, Payments, Process Improvement, Leadership, Change Management, Due Diligence, Business Process..., Accounting, Business Development, Fraud, Information Security, Portfolio Management, Business Continuity..., Governance, Treasury Management, Sarbanes-Oxley Act, Insurance, Risk Analysis

Education
Columbus State University   1973 — 1978
BBA Accounting, Accounting, Business Administration

Ben Wicks, CEPA, CFP® Ben Wicks, CEPA, CFP® Greater Seattle Area Details
Ben Wicks, CEPA, CFP®'s Cornerstone Advisors, Inc. Experience November 1999 - December 2006
Job Client Manager at Cornerstone Advisors, Inc.
Industry Financial Services
Experience
Cornerstone Advisors, Inc. (Bellevue, WA)   September 2009 - Present
Paracle Advisors   December 2006 - August 2009
Cornerstone Advisors, Inc.   November 1999 - December 2006
Washington Mutual  August 1997 - November 1999

Skills
Strategic Financial..., Wealth Management, Estate Planning, Investments, Strategic Planning, Public Speaking, Asset Managment, Leadership

Education
University of Phoenix   1998 — 2000
Bachelors of Science, Business Administration

Anna Marie Fernandez Anna Marie Fernandez San Francisco Bay Area Details
Anna Marie Fernandez's Cornerstone Advisors, Inc. Experience October 2007 - August 2012
Job Executive Assistant to the President, COO, and Construction & Development Team at Jay Paul Company
Industry Commercial Real Estate
Experience
Jay Paul Company  July 2013 - Present
Redwood Trust  December 2012 - May 2013
Cornerstone Advisors, Inc.   October 2007 - August 2012
Commercial Property Consultants  January 2007 - October 2007
Pulte Homes  May 2005 - January 2006
Syntellect  December 2003 - May 2005
OnePoint Communications  June 1999 - June 2001
OnePoint Communications  1998 - 1999

Skills
Team Building, Management, Strategic Planning, Business Analysis, Process Improvement, Performance Improvement, Executive Management, Leadership, Employee Relations, Call Center, Financial Services, Vendor Management

Education
University of Arizona   1986 — 1991
B.S., Family Studies

Butch Leonardson Butch Leonardson Seattle, Washington Details
Butch Leonardson's Cornerstone Advisors, Inc. Experience January 2015 - Present
Job Director IT Leadership ; Cornerstone Advisors, Inc.
Industry Banking
Experience
Cornerstone Advisors, Inc.   January 2015 - Present
Pacific Lutheran University  January 2015 - Present
BECU  May 1999 - December 2014
Harvard Medical International  1996 - 1998
Seattle Children's Hospital & Regional Medical Center   1988 - 1996

Skills
Information Technology..., Enterprise innovation..., Orchestrating..., Teaching organizations..., Healthcare, Disaster Recovery, IT Management, Leadership, Project Portfolio..., SDLC, Vendor Management, Business Intelligence, Business Analysis, Business Continuity, Program Management, Enterprise Architecture, Business Process..., Integration, IT Operations, Strategic Planning, Management, Process Improvement

Education
Seattle U.
BA Business Administration

Seattle University
MBA

Chris Buba Chris Buba Phoenix, Arizona Area Details
Chris Buba's Cornerstone Advisors, Inc. Experience March 2013 - Present
Job Strategic Planning | Brand Builder | Client Relations | Marketing Communications | Media Planning | Lead Generation
Industry Marketing and Advertising
Experience
Cornerstone Advisors, Inc.   March 2013 - Present
Meridian Bank  November 2010 - November 2012
McGladrey  May 2003 - September 2010
Right Management Consultants  2002 - 2003
Arthur Andersen  1997 - 2002
Performance Consulting  1990 - 1997

Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Brand Awareness, Digital Marketing, Media Planning, Lead Generation, Cross-functional Team..., Product Management, Advertising, Event Management, Integrated Marketing, Email Marketing, Thought Leadership, Strategy

Education
Drexel University - LeBow College of Business
MBA

Penn State University
BS, Marketing

Keith Schafer Keith Schafer Greater Seattle Area Details
Keith Schafer's Cornerstone Advisors, Inc. Experience January 2004 - February 2009
Job Commercial Real Estate Manager/Investor at Crystal Sands Management
Industry Investment Management
Experience
Crystal Sands Management   August 2011 - Present
Joslin Capital Advisors   July 2009 - August 2011
Cornerstone Advisors, Inc.   January 2004 - February 2009
The Bank of New York  November 1998 - December 2003
Chase Global Asset Management   June 1997 - November 1998

Skills
Alternative Investments, Asset Management, Portfolio Management, Hedge Funds, Financial Advisory, Equities, Investments, Strategy, Strategic Planning, Investment Management, Risk Management, Wealth Management, Retirement Planning, Private Equity, Fixed Income, Commerical Real Estate, Commercial Real Estate

Education
New York University - Leonard N. Stern School of Business   1998 — 2001
MBA, Finance

Colgate University   1987 — 1991
B.A., Political Science

Faren Marée Ramos Faren Marée Ramos Scottsdale, Arizona Details
Faren Marée Ramos's Cornerstone Advisors, Inc. Experience August 2015 - Present
Job Executive Administrative Assistant
Industry Executive Office
Experience
Cornerstone Advisors, Inc.   August 2015 - Present
City of Vancouver, Washington  2008 - 2015

Skills
Public Speaking, Customer Service, Research, Fundraising, Microsoft Excel, Microsoft Word, Microsoft Office, Government, Administration, Office Administration, Human Resources, Data Entry, Outlook, PowerPoint, Community Outreach, Event Planning, Time Management, Social Media, Teamwork, Policy, Leadership, Spreadsheets, Event Management, Public Relations, Typing, Customer Satisfaction, Coaching, Problem Solving, Filing

Education
Clark College
Associate of Arts (AA), Criminology

Jim Pinckney Jim Pinckney Greater Chicago Area Details
Jim Pinckney's Cornerstone Advisors, Inc. Experience May 2012 - October 2014
Job President at ClearThrough Solutions
Industry Financial Services
Experience
ClearThrough Solutions   October 2014 - Present
Trust Company of Illinois  September 1993 - Present
Cornerstone Advisors, Inc.   May 2012 - October 2014
ClearThrough Consulting   2009 - April 2012
William James & Associates, Ltd   1983 - 2009
Central DuPage Hospital  1999 - 2002
Arthur Andersen  1981 - 1983
Southwestern Company  1978 - 1979

Skills
Consulting, Leadership, Sales, Process Improvement, Risk Management, CRM, Financial Services, Enterprise Software, Business Strategy, Management Consulting, Strategy, Entrepreneurship, Executive Management, Investments, Strategic Planning, Management

Education
Northern Illinois University   1979 — 1981
MBA, Accounting / Finance

Wheaton College   1976 — 1977
Psychology

Covenant College   1971 — 1975
BA, Psychology

Deborah Goodman, CFA Deborah Goodman, CFA Greater Los Angeles Area Details
Deborah Goodman, CFA's Cornerstone Advisors, Inc. Experience 2011 - Present
Job Experienced Investment Professional
Industry Investment Management
Experience
Cornerstone Advisors, Inc.   2011 - Present
California Institute of Technology  1998 - 2011
Wells Fargo Capital Management   1996 - 1997
First Interstate  1985 - 1996

Skills
Asset Allocation, Investment Policy, Portfolio Management, Equities, Private Equity, Hedge Funds, Portfolio Construction, Manager Evaluation, Investment Management, Alternative Investments, Investments, Bloomberg, Asset Management, Fixed Income, Investment Strategies, Management, Financial Modeling, Due Diligence, Wealth Management, Financial Analysis

Education
UCLA Anderson School of Management   1982 — 1985
Master of Business Administration (M.B.A.), Finance

Occidental College
AB, Mathematics

Cate Pitts Cate Pitts Phoenix, Arizona Area Details
Cate Pitts's Cornerstone Advisors, Inc. Experience February 2002 - Present
Job Design & Editorial Director at Cornerstone Advisors
Industry Design
Experience
Cornerstone Advisors  January 2015 - Present
Cornerstone Advisors, Inc.   February 2002 - Present
Pinnacle One   1999 - 2001
PR Newswire  1981 - 1991

Skills
Illustrator, Direct Mail, Editing, Copywriting, Marketing Strategy, Copy Editing, Newsletters, Publications, Marketing, InDesign, Graphic Design, Dreamweaver, Email Marketing, Website Development, Web Development, Strategic Planning, Marketing Communications

Education
Garfield High School   1976 — 1978

Phoenix College
AA

Margaret Momeyer Margaret Momeyer Phoenix, Arizona Details
Margaret Momeyer's Cornerstone Advisors, Inc. Experience March 2013 - Present
Job Credit Union and Banking Consultant
Industry Banking
Experience
Cornerstone Advisors, Inc.   March 2013 - Present
University of Phoenix  May 2010 - Present

Skills
Presentations, Presenter, Research, Consultants, Management, Data Analysis, Facilitators, Training, Banking, Financial Services, Process Improvement, Risk Management, Business Analysis, CRM, Business Process

Education
Strayer University-North Carolina   2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General

Tusculum College   1998 — 1999
Bachelor of Business Administration (B.B.A.), Organizational Management

Shane Mason Shane Mason Greater Minneapolis-St. Paul Area Details
Shane Mason's Cornerstone Advisors, Inc. Experience August 1996 - May 1999
Job Owner, Shane Mason Agency State Farm
Industry Financial Services
Experience
Shane Mason Agency - State Farm   January 2001 - Present
State Farm Insurance  March 1999 - June 2000
Cornerstone Advisors, Inc.   August 1996 - May 1999

Skills
Insurance, Banking, Life Insurance, Health Insurance, Commercial Insurance, Homeowners, Retirement Planning, Disability Insurance, IRAs, Property & Casualty..., Fixed Annuities, Marketing, Retirement, Sales, Public Speaking, Renters, Customer Service, Management, Term Life Insurance, Leadership, Financial Services, Strategic Planning, Finance

Education
Seattle Pacific University   1993 — 1996
Finance, Business Administration and Finance

The American College
Financial Planning and Services

Tripp Johnson Tripp Johnson Lake Mary, Florida Details
Tripp Johnson's Cornerstone Advisors, Inc. Experience June 2003 - April 2009
Job Market Development Advisor at D+H
Industry Financial Services
Experience
D+H  January 2014 - Present
Fiserv  January 2013 - October 2013
Johnson Advisory Services, LLC.   June 2009 - December 2012
CCG Catalyst Consulting Group  September 2010 - November 2012
Cornerstone Advisors, Inc.   June 2003 - April 2009
Canadian Imperial Bank of Commerce (CIBC)   February 2002 - February 2003
RBC Royal Bank  December 1998 - September 2001
SunTrust Bank  October 1997 - November 1998
First Horizon National Corporation  March 1997 - October 1997
Moonlight Media, Inc.   August 1994 - March 1997

Skills
Project Management, Contract Negotiation, Strategic Technology..., CIF, Consumer Lending, Information Technology, Enterprise Architecture, Solution Architecture, IT Solutions, Governance, CIO Advisory Services, IT Infrastructure..., Core Banking, Internet, IT Benchmarking, Wireless, Bill Payment, Banking, Strategic Planning, CRM, Data Warehousing, Financial Services, Financial System..., Enterprise Software, Executive Management, Management, Vendor Management, Payments, Business Strategy, Cross-functional Team..., Consulting, E-commerce, Analysis, IT Management, Risk Management, Business Process..., Portfolio Management, Management Consulting, Project Planning, Internet Banking, Finance, Due Diligence

Education
University of Mississippi   1990 — 1992
MA, English

University of Mississippi   1986 — 1990
BA, English, Political Science

Angela Whitney, PMP Angela Whitney, PMP Phoenix, Arizona Area Details
Angela Whitney, PMP's Cornerstone Advisors, Inc. Experience September 2010 - December 2011
Job Successful Project Manager
Industry Banking
Experience
RepublicBankAZ   February 2013 - Present
Cornerstone Advisors, Inc.   September 2010 - December 2011
Home National Bank2004-2010   January 1998 - January 2004
BankUSA   1998 - 2004
State Savings Bank, FSB   January 1992 - January 1998
Resolution Trust Corporation  January 1990 - January 1992
Federal Deposit Insurance Corporation  January 1985 - January 1990

Skills
Banking, Process Improvement, Executive Management, Strategic Planning, Change Management, Call Center, Team Building, Mergers, Financial Services, Loans, New Business Development, Vendor Management, Business Analysis, Business Continuity..., Coaching, Performance Improvement, Business Continuity, Project Portfolio..., Project Management, Enterprise Risk..., Peer Benchmarking, Leadership

Education
Training To You   2012 — 2012
Project Management Professional, Project Management, Proficient

University of Louisiana at Lafayette   2009 — 2009
Certification, Professional Banker, Finance and Financial Management Services, Completion, High Performance

Industry Specific Training   2004 — 2004
Certification, Fraud Specialist, Fraud Investigation, Completion, High Performance

Industry Specific Training   1998 — 1998
Certification, Internal Audit, Internal Audit, Completed, High Performance

Alhambra High School   1969 — 1973
Diploma, General Studies, 12th

Tim Cox, CFA® Tim Cox, CFA® Greater Seattle Area Details
Tim Cox, CFA®'s Cornerstone Advisors, Inc. Experience November 1996 - Present
Job Director, IT Systems at Cornerstone Advisors, Inc.
Industry Financial Services
Experience
Cornerstone Advisors, Inc.   November 1996 - Present

Skills
IT Operations, Asset Management

Education
The University of Montana - School of Business Administration   1976 — 1987

CMR High School

Shannon Bejarano Shannon Bejarano Greater Los Angeles Area Details
Shannon Bejarano's Cornerstone Advisors, Inc. Experience January 2009 - July 2009
Job Independant Consultant at Jamberry Nails
Industry Health, Wellness and Fitness
Experience
Jamberry Nails  September 2014 - Present
Cornerstone Advisors, Inc.   January 2009 - July 2009
Net Branch at Bankers Alliance   2003 - 2004

Skills
Customer Retention, Investment Properties, Banking, Residential Mortgages, Investments, Financial Analysis, Mortgage Banking, Commercial Lending, Loan Origination, Finance, Credit, Customer Service, Debt Restructuring

Education
The University of Texas at San Antonio   1999 — 2001

Jeffrey Lounsbury, CLU, ChFC Jeffrey Lounsbury, CLU, ChFC Maplewood, New Jersey Details
Jeffrey Lounsbury, CLU, ChFC's Cornerstone Advisors, Inc. Experience 1997 - 2000
Job Owner/President at Jeff's Handyworks, LLC
Industry Financial Services
Experience
Jeff's Handyworks, LLC   March 2013 - Present
Emerald Financial Resources  2012 - November 2012
American Financial Systems/Deferral.com   October 2008 - September 2011
American Benefits Consulting, LLC  June 2000 - October 2008
Cornerstone Advisors, Inc.   1997 - 2000

Skills
Investments, 401k, Disability Insurance, Fixed Annuities, Insurance, Employee Benefits, Health Insurance, Retirement Planning, Risk Management, Financial Analysis, Mutual Funds, Long-term Care, Property & Casualty..., Wealth Management, Term Life Insurance, Strategic Financial..., Estate Planning, Universal Life, IRAs, Actuarial Science, Whole Life, Sales, Asset Management, Home Repairs

Education
Central Michigan University   1990 — 1995
BSBA, Finance/Economics

The American College
Graduate Certificate, Financial Planning and Services

Joel Pruis Joel Pruis Indianapolis, Indiana Area Details
Joel Pruis's Cornerstone Advisors, Inc. Experience January 2015 - Present
Job Senior Director at Cornerstone Advisors, Inc.
Industry Financial Services
Experience
Cornerstone Advisors, Inc.   January 2015 - Present
Experian Decision Analytics  March 2009 - January 2015
Experian Decision Analytics  February 2008 - March 2009
Baker Hill  December 2002 - February 2008
First Indiana Bank  June 1998 - December 2002
Bank One  August 1994 - June 1998
Republic Bank  March 1993 - August 1994
West Michigan National Bank   January 1990 - March 1993
Michigan National Bank  November 1987 - January 1990

Skills
Credit, Software Implementation, Commercial Banking, Credit Risk, Commercial Lending, Portfolio Management, Loans, Credit Scoring, Loan Origination, Risk Management, Underwriting, Analytics, Banking, Business Analysis, Financial Services, Financial Risk, Management, Small Business Lending, Credit Cards, Basel II, Payments, Relationship Management, Analysis

Education
Indiana Wesleyan University   1995 — 1998
MBA, Business/Economics

Calvin College   1983 — 1987
BS, Accounting

Mike Armbruster Mike Armbruster Rochester, New York Area Details
Mike Armbruster's Cornerstone Advisors, Inc. Experience February 2013 - Present
Job Associate Consultant at Cornerstone Advisors
Industry Banking
Experience
Cornerstone Advisors, Inc.   February 2013 - Present
ESL Federal Credit Union  March 1991 - February 2013

Skills
Vendor Management, Banking, IT Strategy, IT Management, Process Improvement, Business Analysis, Business Process..., Strategic Planning, Project Management, Leadership, Strategy, Management, Change Management, Data Center, Requirements Analysis, Payments, Internet Banking, Enterprise Architecture, Software Project..., Business Strategy, Team Building, Executive Management, Financial Services, Information Technology, Core Banking, Cross-functional Team..., Disaster Recovery, Governance, Program Management, Risk Management, Product Management, Project Portfolio..., Security

Education
Ohio University   1973 — 1977
Bachelor’s Degree, Business - Quantitative Methods

Sam Kilmer Sam Kilmer Indianapolis, Indiana Area Details
Sam Kilmer's Cornerstone Advisors, Inc. Experience April 2013 - Present
Job Experienced leader, consultant, public speaker, and insight seeker
Industry Management Consulting
Experience
Cornerstone Advisors, Inc.   April 2013 - Present
Harland Financial Solutions  2000 - April 2013
Union Federal Bank  1997 - 2000
Marketing Profiles, Inc.   1992 - 1997
MutualBank  1989 - 1992

Skills
Strategic Partnerships, Financial Services, Electronic Payments, Product Marketing, Strategic Planning, Credit Unions, Banking, Market Research, Analyst Relations, Strategic Consulting, Cross-functional Team..., Writing, Public Speaking, Integrating Acquisitions, Business Restructures, Executive Facilitation, Conference Design, Curriculum Development, Enterprise Software, Business Strategy, Marketing Strategy, Marketing, SaaS, Mergers & Acquisitions, Product Management, Solution Selling, Management, P&L Management, Management Consulting, Lead Generation, Debit Cards, Analytics, CRM, Business Alliances, Business Development, Professional Services, Credit Cards, Salesforce.com, Thought Leadership, Strategy, Facilitators, Account Management, Start-ups, Executive Management, Mobile Payments, Competitive Analysis, Analysis, Sales Operations, Sales, Direct Marketing

Education
Ball State University   1986 — 1991
Bachelor of Arts, International Business, Foreign Language, History

Regent's College London   1988 — 1988

Bob Roth Bob Roth Scottsdale, Arizona Details
Bob Roth's Cornerstone Advisors, Inc. Experience October 2007 - Present
Job Managing Director Vendor Management and Contract Negotiations
Industry Financial Services
Experience
Cornerstone Advisors, Inc.   October 2007 - Present
Capitol Federal Savings Bank  2002 - 2007
Collective Brands, Inc.   1993 - 2002
Collective Brands, Inc.   1984 - 1993
1st National Bank Kansas   1982 - 1984

Skills
Strategic Planning, Vendor Management, Process Improvement, Banking, Change Management, Financial Services, Outsourcing, New Business Development, Leadership, Mergers & Acquisitions, Project Portfolio..., Governance, Mergers, Integration, Risk Management, Business Development, Contract Negotiation, Business Process..., Executive Management, Management

Education
Baker University
Bachelor of Business Administration (B.B.A.)

Washburn University
Associate of Arts (A.A.), Computer Science

Christopher Dyess Christopher Dyess Greater Los Angeles Area Details
Christopher Dyess's Cornerstone Advisors, Inc. Experience March 2013 - Present
Job Senior Director at Cornerstone Advisors, Inc.
Industry Management Consulting
Experience
Cornerstone Advisors, Inc.   March 2013 - Present
CAST Management Consultants  March 2004 - March 2013
Independent  August 2001 - March 2004
Equilibrium  May 2000 - July 2001
Brightware  April 1999 - April 2000
Ernst & Young  August 1996 - April 1999
Highland Federal Bank   July 1986 - July 1996

Skills
Management Consulting, Acquisition Integration, Change Management, Financial Services, Bank Mergers, Risk Management, Business Process..., Mortgage Banking, Treasury Management, Program Management, Project Management, Organizational...

Education
University of California, Los Angeles
MBA at John E. Anderson Graduate School of Management.

Carl Faulkner Carl Faulkner United States Details
Carl Faulkner's Cornerstone Advisors, Inc. Experience February 2002 - December 2008
Job
Industry
Experience
Cornerstone Advisors, Inc.   February 2002 - December 2008
Ernst & Young  1984 - 1987

Education
The University of Texas at Austin - The Red McCombs School of Business   1966 — 1969
MBA, Economic Statistics