Cornerstone Financial Group
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Cornerstone Financial Group Employees
Employee
Years
Job
Industry
Mike Bloss Mike Bloss's Cornerstone Financial Group Experience February 2012 - September 2013
Job Financial Professional at Prudential
Industry Financial Services
Experience
Prudential Financial September 2013 - Present
Cornerstone Financial Group February 2012 - September 2013
Skills
Licensed Life Insurance..., Health Insurance, Disability Income..., Long Term Care Insurance, IRAs, Mutual Funds, Annuities, Retirement Funding..., Wealth Preservation..., Estate Conservation..., Fixed Annuities, Life Insurance, Disability Insurance, Small Business, Estate Law, Wealth, Securities, Financial Services, Retirement Planning
Education
Missouri Baptist University 2000 — 2002
Sports Medicine
University of Central Missouri
Prudential Financial September 2013 - Present
Cornerstone Financial Group February 2012 - September 2013
Skills
Licensed Life Insurance..., Health Insurance, Disability Income..., Long Term Care Insurance, IRAs, Mutual Funds, Annuities, Retirement Funding..., Wealth Preservation..., Estate Conservation..., Fixed Annuities, Life Insurance, Disability Insurance, Small Business, Estate Law, Wealth, Securities, Financial Services, Retirement Planning
Education
Missouri Baptist University 2000 — 2002
Sports Medicine
University of Central Missouri
Jenny Golleher Jenny Golleher's Cornerstone Financial Group Experience August 2013 - Present
Job Brand Partner at Lucrazon Global Ecommerce
Industry Financial Services
Experience
Lucrazon Ecommerce January 2014 - Present
Cornerstone Financial Group August 2013 - Present
New York Life Insurance Company March 2013 - August 2013
Skills
Strategic Financial..., Tax-advantaged..., Financial Analysis, Financial Advisory, Business Strategy, Business Planning, College Education..., Voluntary Employee..., Healthcare Management, Health Education, Retirement Plan..., Health Insurance, Qualified Retirement..., Income Protection, Investment Banking, Disability Insurance, Merchant Services
Education
University of Washington 2010 — 2012
Bachelor of Science (BS), Political Science and Government
Pierce College at Fort Steilacoom 2007 — 2009
Associate's degree
Washington High School 2005 — 2009
Lucrazon Ecommerce January 2014 - Present
Cornerstone Financial Group August 2013 - Present
New York Life Insurance Company March 2013 - August 2013
Skills
Strategic Financial..., Tax-advantaged..., Financial Analysis, Financial Advisory, Business Strategy, Business Planning, College Education..., Voluntary Employee..., Healthcare Management, Health Education, Retirement Plan..., Health Insurance, Qualified Retirement..., Income Protection, Investment Banking, Disability Insurance, Merchant Services
Education
University of Washington 2010 — 2012
Bachelor of Science (BS), Political Science and Government
Pierce College at Fort Steilacoom 2007 — 2009
Associate's degree
Washington High School 2005 — 2009
Theary Ngeth Theary Ngeth's Cornerstone Financial Group Experience August 2010 - Present
Job I educate business owners and families to save and protect their valuables.
Industry Financial Services
Experience
Cornerstone Financial Group August 2010 - Present
Depmar Mortgage 2007 - 2009
Horizon Realty (Washington) 2006 - 2009
Seattle Sports August 1998 - August 2005
Skills
Investments, Financial Modeling, Banking, Financial Analysis, Risk Management, Customer Service, Retirement Planning, Real Estate, Management, Insurance, Financial Planning, Life Insurance
Education
Art Institute of Seattle
Chief Sealth High School
Cornerstone Financial Group August 2010 - Present
Depmar Mortgage 2007 - 2009
Horizon Realty (Washington) 2006 - 2009
Seattle Sports August 1998 - August 2005
Skills
Investments, Financial Modeling, Banking, Financial Analysis, Risk Management, Customer Service, Retirement Planning, Real Estate, Management, Insurance, Financial Planning, Life Insurance
Education
Art Institute of Seattle
Chief Sealth High School
Blake Birner Blake Birner's Cornerstone Financial Group Experience November 2009 - June 2013
Job Product Design Consultant at Renewal by Andersen
Industry Building Materials
Experience
Renewal by Andersen June 2013 - Present
Cornerstone Financial Group November 2009 - June 2013
American Income Life August 2009 - October 2009
Skills
Retirement Planning, Financial Advisory, Mutual Funds, Retirement, Marketing, Series 7, Strategy, Securities, Variable Annuities, IRAs, Asset Allocation, Pensions, 401k, Fixed Annuities, Investments
Education
Wittenberg University 2006 — 2009
Bachelor of Arts, Psychology, Management
Bellarmine University 2005 — 2006
Renewal by Andersen June 2013 - Present
Cornerstone Financial Group November 2009 - June 2013
American Income Life August 2009 - October 2009
Skills
Retirement Planning, Financial Advisory, Mutual Funds, Retirement, Marketing, Series 7, Strategy, Securities, Variable Annuities, IRAs, Asset Allocation, Pensions, 401k, Fixed Annuities, Investments
Education
Wittenberg University 2006 — 2009
Bachelor of Arts, Psychology, Management
Bellarmine University 2005 — 2006
Jonathan Seidt Jonathan Seidt's Cornerstone Financial Group Experience November 2003 - December 2004
Job Director of Banquets and Outlets at Vail Cascade Resort and Spa
Industry Hospitality
Experience
Vail Cascade Resort and Spa July 2014 - Present
Vail Cascade Resort and Spa October 2012 - Present
Vail Cascade Resort by Destination Hotels & Resorts October 2011 - October 2012
Restaurant Avondale July 2009 - October 2011
Vail Cascade Resort by Destination Hotels & Resorts September 2009 - October 2010
Vail Plaza Hotel and Club August 2008 - October 2010
Park Hyatt Beaver Creek September 2006 - September 2008
Sienna Ristorante November 2005 - September 2006
Union Square Hospitality Group July 2005 - October 2005
Cornerstone Financial Group November 2003 - December 2004
Skills
Catering, Event Management, Menu Development, Customer Service, Event Planning, Restaurant Management, Fine Dining, Delphi, Sales, Guest Service Management, Trade Shows, Hotel Booking, Budgets, Food
Education
Institute of Culinary Education 2004 — 2006
Culinary Degree / Management Degree, Culinary Arts / Restaurant Mangement
SUNY Maritime College 1984 — 1988
Bachelor of Science (B.S.), Marine Transportation
Vail Cascade Resort and Spa July 2014 - Present
Vail Cascade Resort and Spa October 2012 - Present
Vail Cascade Resort by Destination Hotels & Resorts October 2011 - October 2012
Restaurant Avondale July 2009 - October 2011
Vail Cascade Resort by Destination Hotels & Resorts September 2009 - October 2010
Vail Plaza Hotel and Club August 2008 - October 2010
Park Hyatt Beaver Creek September 2006 - September 2008
Sienna Ristorante November 2005 - September 2006
Union Square Hospitality Group July 2005 - October 2005
Cornerstone Financial Group November 2003 - December 2004
Skills
Catering, Event Management, Menu Development, Customer Service, Event Planning, Restaurant Management, Fine Dining, Delphi, Sales, Guest Service Management, Trade Shows, Hotel Booking, Budgets, Food
Education
Institute of Culinary Education 2004 — 2006
Culinary Degree / Management Degree, Culinary Arts / Restaurant Mangement
SUNY Maritime College 1984 — 1988
Bachelor of Science (B.S.), Marine Transportation
Anna Silva Anna Silva's Cornerstone Financial Group Experience August 2010 - August 2011
Job Masters Candidate in Fashion Brand Management at POLIMODA
Industry Apparel & Fashion
Experience
Macy's January 2013 - April 2014
Macy's November 2012 - January 2013
Reebok September 2011 - September 2012
Cornerstone Financial Group August 2010 - August 2011
Victoria's Secret September 2009 - January 2010
Skills
Spanish, Social Media Marketing, Fashion, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Microsoft Office, Investments, Marketing, Advertising, Market Research, Finance, Sales, Event Planning, Management, Retail, Business Planning, Leadership, Outlook, Inventory Management, Marketing Strategy, Facebook, Time Management, Customer Service, Public Relations, Competitive Analysis, Marketing Communications, Social Networking, Merchandising, Product Marketing, Negotiation, Analysis, Brand Management, Strategy
Education
Polimoda 2014 — 2015
Master's Degree, FASHION BRAND MANAGEMENT, 30/30
Bentley University 2008 — 2012
Bachelor's Degree, Marketing, Finance and Global Studies, 3.67
Lorenzo de' Medici - Florence 2011 — 2011
Fashion Marketing & Design Program
Macy's January 2013 - April 2014
Macy's November 2012 - January 2013
Reebok September 2011 - September 2012
Cornerstone Financial Group August 2010 - August 2011
Victoria's Secret September 2009 - January 2010
Skills
Spanish, Social Media Marketing, Fashion, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Microsoft Office, Investments, Marketing, Advertising, Market Research, Finance, Sales, Event Planning, Management, Retail, Business Planning, Leadership, Outlook, Inventory Management, Marketing Strategy, Facebook, Time Management, Customer Service, Public Relations, Competitive Analysis, Marketing Communications, Social Networking, Merchandising, Product Marketing, Negotiation, Analysis, Brand Management, Strategy
Education
Polimoda 2014 — 2015
Master's Degree, FASHION BRAND MANAGEMENT, 30/30
Bentley University 2008 — 2012
Bachelor's Degree, Marketing, Finance and Global Studies, 3.67
Lorenzo de' Medici - Florence 2011 — 2011
Fashion Marketing & Design Program
Joe Garvin Joe Garvin's Cornerstone Financial Group Experience January 1995 - October 1999
Job Aviation Concepts, Inc
Industry Airlines/Aviation
Experience
Aviation Concepts Inc January 2015 - Present
Veteran Mental Health Foundation January 2014 - Present
US Air Force Reserve February 1989 - Present
Meggitt PLC September 2014 - January 2015
Startup Quest™ August 2014 - November 2014
MEKCO GROUP, Inc March 2013 - December 2013
Avcom Technik August 2009 - March 2013
Planet Beach Contempo Spas September 2006 - July 2009
JPMorgan Chase October 1999 - July 2006
Cornerstone Financial Group January 1995 - October 1999
Skills
Business Development, Sales, Strategy, Operations Management, New Business Development, Management, Training, Contract Negotiation, Aviation, Customer Service, Business Strategy, Negotiation, Six Sigma, Aircraft, Marketing, Strategic Planning, Project Management, Organizational..., Program Management, Continuous Improvement, Aerospace, Account Management, Team Building, Human Development, Business Planning, Procurement, Timely Decision Making, Process Improvement, Investments, Business Analysis, Cross-functional Team..., Leadership, Life Insurance, Series 6
Education
New Horizons Compter Learning Centers 2014 — 2015
NET +, Secuirty +, Windows Server 2008, VM ware, Computer Systems Networking and Telecommunications
Florida Atlantic University 2014 — 2014
Executive Project Management / Six Sigma Green Belt Certification, Project Management
University of Massachusetts, Amherst
Hotel Restaurant and Travel Administation
Holyoke Community College
Associate's Degree, Hospitality Managment
Aviation Concepts Inc January 2015 - Present
Veteran Mental Health Foundation January 2014 - Present
US Air Force Reserve February 1989 - Present
Meggitt PLC September 2014 - January 2015
Startup Quest™ August 2014 - November 2014
MEKCO GROUP, Inc March 2013 - December 2013
Avcom Technik August 2009 - March 2013
Planet Beach Contempo Spas September 2006 - July 2009
JPMorgan Chase October 1999 - July 2006
Cornerstone Financial Group January 1995 - October 1999
Skills
Business Development, Sales, Strategy, Operations Management, New Business Development, Management, Training, Contract Negotiation, Aviation, Customer Service, Business Strategy, Negotiation, Six Sigma, Aircraft, Marketing, Strategic Planning, Project Management, Organizational..., Program Management, Continuous Improvement, Aerospace, Account Management, Team Building, Human Development, Business Planning, Procurement, Timely Decision Making, Process Improvement, Investments, Business Analysis, Cross-functional Team..., Leadership, Life Insurance, Series 6
Education
New Horizons Compter Learning Centers 2014 — 2015
NET +, Secuirty +, Windows Server 2008, VM ware, Computer Systems Networking and Telecommunications
Florida Atlantic University 2014 — 2014
Executive Project Management / Six Sigma Green Belt Certification, Project Management
University of Massachusetts, Amherst
Hotel Restaurant and Travel Administation
Holyoke Community College
Associate's Degree, Hospitality Managment
Bob Sponseller Bob Sponseller's Cornerstone Financial Group Experience January 2012 - Present
Job Partner, Cornerstone Financial Group
Industry Financial Services
Experience
Cornerstone Financial Group January 2012 - Present
Sponseller Wealth Management June 2003 - January 2012
Lincoln Financial Advisors/CIGNA Financial Advisors August 1991 - June 2003
GE Aviation January 1988 - May 1991
Skills
Investment Advisory, Wealth Management, Strategic Financial..., Life Insurance, Estate Planning, Retirement Planning, Charitable Gift Planning, Long Term Care Insurance, Disability Insurance, Financial Advisory, Asset Management, High Net Worth..., Strategic Planning, Investments, Financial Services, Securities, Finance, Team Building, Leadership, Management, Customer Service, Insurance
Education
The American College 1994 — 1996
Chartered Financial Consultant, Financial Planning and Services
Miami University 1983 — 1987
Bachelor of Science (B.S.), Finance
Cornerstone Financial Group January 2012 - Present
Sponseller Wealth Management June 2003 - January 2012
Lincoln Financial Advisors/CIGNA Financial Advisors August 1991 - June 2003
GE Aviation January 1988 - May 1991
Skills
Investment Advisory, Wealth Management, Strategic Financial..., Life Insurance, Estate Planning, Retirement Planning, Charitable Gift Planning, Long Term Care Insurance, Disability Insurance, Financial Advisory, Asset Management, High Net Worth..., Strategic Planning, Investments, Financial Services, Securities, Finance, Team Building, Leadership, Management, Customer Service, Insurance
Education
The American College 1994 — 1996
Chartered Financial Consultant, Financial Planning and Services
Miami University 1983 — 1987
Bachelor of Science (B.S.), Finance
Andrew Widman's Cornerstone Financial Group Experience July 2009 - July 2012
Job Associate Managing Director, Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group February 2015 - Present
The Prudential Insurance Company of America, Newark, NJ July 2012 - January 2015
Cornerstone Financial Group July 2009 - July 2012
HighPointe Financial Group December 2005 - July 2009
Fantasy Poker Leauge July 2004 - July 2006
Verizon Wireless October 2003 - September 2004
Education
The University of Kansas 1995 — 1999
Business
Principal Financial Group February 2015 - Present
The Prudential Insurance Company of America, Newark, NJ July 2012 - January 2015
Cornerstone Financial Group July 2009 - July 2012
HighPointe Financial Group December 2005 - July 2009
Fantasy Poker Leauge July 2004 - July 2006
Verizon Wireless October 2003 - September 2004
Education
The University of Kansas 1995 — 1999
Business
Gary Wolf Gary Wolf's Cornerstone Financial Group Experience February 2009 - Present
Job financial advisor
Industry Financial Services
Experience
Cornerstone Financial Group February 2009 - Present
Self-employed December 1970 - Present
Skills
Strategic Financial..., Retirement Planning, Retirement, Fixed Annuities, Finance, Wealth Management, Mutual Funds, Disability Insurance, Employee Benefits, Wealth, Leadership, Strategic Planning, Customer Service, Team Building, Marketing, Financial Planning
Education
Montana State University-Bozeman 1963 — 1967
Bachelor's degree, Mechanical Technology
Cornerstone Financial Group February 2009 - Present
Self-employed December 1970 - Present
Skills
Strategic Financial..., Retirement Planning, Retirement, Fixed Annuities, Finance, Wealth Management, Mutual Funds, Disability Insurance, Employee Benefits, Wealth, Leadership, Strategic Planning, Customer Service, Team Building, Marketing, Financial Planning
Education
Montana State University-Bozeman 1963 — 1967
Bachelor's degree, Mechanical Technology
Joanna Mummert Joanna Mummert's Cornerstone Financial Group Experience January 2014 - February 2015
Job Helping young professionals build a strong financial foundation.
Industry Financial Services
Experience
Alpha & Omega Financial Services, Inc. February 2015 - Present
Cornerstone Financial Group January 2014 - February 2015
The Witthuhn Investment Group January 2012 - December 2013
Center for Interamerican Studies January 2010 - May 2011
WMS Financial Planners, Inc February 2000 - December 2009
Skills
Infinite Banking, Pension Replacement, Tax Free Income, Disability Insurance, Life & Health Insurance..., Strategic Financial..., REIT Investments, Professional Referrals, Financial Services, Portfolio Management, Financial Advisory, Series 7, Series 66, Public Speaking, Marketing, Fundraising, Investments, Teaching, Editing, Sales, Finance, Spanish, Ballroom and Latin Dance
Education
University of San Francisco 1996 — 1999
Bachelor of Arts, Communication
Institute for American Universities 1998 — 1998
John F. Kennedy Memorial High School 1992 — 1995
St. Francis
Alpha & Omega Financial Services, Inc. February 2015 - Present
Cornerstone Financial Group January 2014 - February 2015
The Witthuhn Investment Group January 2012 - December 2013
Center for Interamerican Studies January 2010 - May 2011
WMS Financial Planners, Inc February 2000 - December 2009
Skills
Infinite Banking, Pension Replacement, Tax Free Income, Disability Insurance, Life & Health Insurance..., Strategic Financial..., REIT Investments, Professional Referrals, Financial Services, Portfolio Management, Financial Advisory, Series 7, Series 66, Public Speaking, Marketing, Fundraising, Investments, Teaching, Editing, Sales, Finance, Spanish, Ballroom and Latin Dance
Education
University of San Francisco 1996 — 1999
Bachelor of Arts, Communication
Institute for American Universities 1998 — 1998
John F. Kennedy Memorial High School 1992 — 1995
St. Francis
Jessica Bueler Jessica Bueler's Cornerstone Financial Group Experience January 2006 - December 2009
Job CEO at Armbar Nation, Owner at Fusion Media Concepts, Owner at HSB Tobacconist
Industry Marketing and Advertising
Experience
Armbar Nation 2013 - Present
Fusion Media Concepts October 2011 - Present
H.S.B. Tobacconist 2007 - Present
7 Generation Games March 2014 - June 2015
The Loop Special Business District January 2013 - March 2014
The Loop Special Business District February 2011 - January 2013
Cornerstone Financial Group January 2006 - December 2009
H.S.B. Tobacconist August 2000 - January 2006
Skills
Retail, Online Marketing, Marketing Strategy, Small Business, Strategic Financial..., Marketing, Sales, Social Media, Facebook Marketing, Digital Marketing, Social Media Marketing, Brand Management, Management, Entrepreneurship, Selling, Social Networking, Facebook, Online Advertising, Email Marketing, Public Speaking, Leadership, Strategic Planning, Advertising, New Business Development, Marketing Communications, SEO, Lead Generation, Direct Marketing, Public Relations, E-commerce, Account Management, B2B, Brand Development, Business Planning, SEM, Trade Shows, Integrated Marketing, Copywriting, Mobile Marketing, Google Analytics, Relationship Marketing
Education
University of Missouri-Saint Louis 2003 — 2005
Business Administration with an emphasis in International Business, International Business and Spanish
University of Missouri-Columbia, College of Business 2000 — 2003
Bachelor or Business Administration with an emphasis in International Business, International Business, Spanish
Kirkwood High School 1995 — 2000
High School Diploma
Armbar Nation 2013 - Present
Fusion Media Concepts October 2011 - Present
H.S.B. Tobacconist 2007 - Present
7 Generation Games March 2014 - June 2015
The Loop Special Business District January 2013 - March 2014
The Loop Special Business District February 2011 - January 2013
Cornerstone Financial Group January 2006 - December 2009
H.S.B. Tobacconist August 2000 - January 2006
Skills
Retail, Online Marketing, Marketing Strategy, Small Business, Strategic Financial..., Marketing, Sales, Social Media, Facebook Marketing, Digital Marketing, Social Media Marketing, Brand Management, Management, Entrepreneurship, Selling, Social Networking, Facebook, Online Advertising, Email Marketing, Public Speaking, Leadership, Strategic Planning, Advertising, New Business Development, Marketing Communications, SEO, Lead Generation, Direct Marketing, Public Relations, E-commerce, Account Management, B2B, Brand Development, Business Planning, SEM, Trade Shows, Integrated Marketing, Copywriting, Mobile Marketing, Google Analytics, Relationship Marketing
Education
University of Missouri-Saint Louis 2003 — 2005
Business Administration with an emphasis in International Business, International Business and Spanish
University of Missouri-Columbia, College of Business 2000 — 2003
Bachelor or Business Administration with an emphasis in International Business, International Business, Spanish
Kirkwood High School 1995 — 2000
High School Diploma
Russhele Arreola Russhele Arreola's Cornerstone Financial Group Experience 2012 - Present
Job Owner at B&R Espresso Bar
Industry Financial Services
Experience
B&R Espresso Bar April 2013 - Present
Cornerstone Financial Group 2012 - Present
New York Life Insurance Company May 2012 - October 2012
Harborview Medical Center March 1997 - March 2012
Education
Franklin High School 1994 — 1995
General Studies
Rainier Beach High School 1991 — 1994
General Studies
Highline Community College
Pre-requisites
South Seattle Community College
Running Start
B&R Espresso Bar April 2013 - Present
Cornerstone Financial Group 2012 - Present
New York Life Insurance Company May 2012 - October 2012
Harborview Medical Center March 1997 - March 2012
Education
Franklin High School 1994 — 1995
General Studies
Rainier Beach High School 1991 — 1994
General Studies
Highline Community College
Pre-requisites
South Seattle Community College
Running Start
Maddie Moffitt Maddie Moffitt's Cornerstone Financial Group Experience January 2010 - July 2012
Job Benefit Source Inc.
Industry Insurance
Experience
Benefit Source Inc. November 2013 - Present
True Life Wellness July 2012 - August 2013
Cornerstone Financial Group January 2010 - July 2012
Iowa State University August 2005 - December 2009
IBM May 2008 - January 2009
Iowa State University January 2006 - January 2007
Skills
Marketing, Small Business, Time Management, Research, Newsletters, Event Planning, Social Media, Microsoft Office, Leadership, Customer Service, Networking, Forecasting, Strategic Planning, Marketing Communications
Education
Iowa State University 2005 — 2009
BS, Finance
Swansea University 2007 — 2007
Study abroad
Benefit Source Inc. November 2013 - Present
True Life Wellness July 2012 - August 2013
Cornerstone Financial Group January 2010 - July 2012
Iowa State University August 2005 - December 2009
IBM May 2008 - January 2009
Iowa State University January 2006 - January 2007
Skills
Marketing, Small Business, Time Management, Research, Newsletters, Event Planning, Social Media, Microsoft Office, Leadership, Customer Service, Networking, Forecasting, Strategic Planning, Marketing Communications
Education
Iowa State University 2005 — 2009
BS, Finance
Swansea University 2007 — 2007
Study abroad
Jessica Van Fredenberg Jessica Van Fredenberg's Cornerstone Financial Group Experience August 2012 - January 2015
Job Independent Associate at Alpha & Omega Financial Services
Industry Financial Services
Experience
Alpha & Omega Financial Services February 2015 - Present
Cornerstone Financial Group August 2012 - January 2015
Boeing February 2007 - October 2012
Kelly Services April 2006 - November 2006
Labinal - Boeing 787 Dreamliner October 2005 - April 2006
Skills
Analysis, Customer Service, Marketing, Sales, Finance, Team Building, Leadership, Public Speaking, Training
Education
Seattle University 2008 — 2008
MBA
Western Washington University 2001 — 2005
Bachelor of Arts, Business Administration; Finance
Lake Washington HS
Alpha & Omega Financial Services February 2015 - Present
Cornerstone Financial Group August 2012 - January 2015
Boeing February 2007 - October 2012
Kelly Services April 2006 - November 2006
Labinal - Boeing 787 Dreamliner October 2005 - April 2006
Skills
Analysis, Customer Service, Marketing, Sales, Finance, Team Building, Leadership, Public Speaking, Training
Education
Seattle University 2008 — 2008
MBA
Western Washington University 2001 — 2005
Bachelor of Arts, Business Administration; Finance
Lake Washington HS
Shawn Hill Shawn Hill's Cornerstone Financial Group Experience November 2006 - Present
Job Partner at Cornerstone Financial Group
Industry Financial Services
Experience
Cornerstone Financial Group November 2006 - Present
Commonwealth Financial Network 2006 - 2015
Lincoln Financial Advisors/Cigna Financial Advisors August 1991 - November 2006
Fidelity Investments October 1987 - July 1991
Skills
Strategic Financial..., Investment Advisory..., Portfolio Management, Estate Planning, Wealth Accumulation..., High Net Worth..., Closely Held - Family..., Retirement Income..., Charitable Gift Planning
Education
University of Cincinnati 1983 — 1986
Bachelor of Arts (B.A.), Economics
St. Francis College 1982 — 1983
Business Administration and Management, General
Cornerstone Financial Group November 2006 - Present
Commonwealth Financial Network 2006 - 2015
Lincoln Financial Advisors/Cigna Financial Advisors August 1991 - November 2006
Fidelity Investments October 1987 - July 1991
Skills
Strategic Financial..., Investment Advisory..., Portfolio Management, Estate Planning, Wealth Accumulation..., High Net Worth..., Closely Held - Family..., Retirement Income..., Charitable Gift Planning
Education
University of Cincinnati 1983 — 1986
Bachelor of Arts (B.A.), Economics
St. Francis College 1982 — 1983
Business Administration and Management, General
Michael Buontempo Michael Buontempo's Cornerstone Financial Group Experience June 2012 - August 2012
Job Senior Associate at K2 Partnering Solutions
Industry Staffing and Recruiting
Experience
K2 Partnering Solutions September 2015 - Present
The Judge Group October 2013 - September 2015
Cornerstone Financial Group June 2012 - August 2012
Skills
Marketing, Sales, Social Media, Social Networking, Marketing Strategy, Recruiting, Marketing Research, Marketing Communications, Management, Staffing Services, Market Research, Internet Recruiting, Temporary Placement, Temporary Staffing, Account Management, Consulting, Time Management, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel
Education
University of Rhode Island 2009 — 2013
Bachelor of Fine Arts (B.F.A.), Marketing
LaSalle Academy High school 2005 — 2009
K2 Partnering Solutions September 2015 - Present
The Judge Group October 2013 - September 2015
Cornerstone Financial Group June 2012 - August 2012
Skills
Marketing, Sales, Social Media, Social Networking, Marketing Strategy, Recruiting, Marketing Research, Marketing Communications, Management, Staffing Services, Market Research, Internet Recruiting, Temporary Placement, Temporary Staffing, Account Management, Consulting, Time Management, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel
Education
University of Rhode Island 2009 — 2013
Bachelor of Fine Arts (B.F.A.), Marketing
LaSalle Academy High school 2005 — 2009
Chad Ayres's Cornerstone Financial Group Experience November 2011 - June 2012
Job CEO at Robin Event Rental
Industry Events Services
Experience
Robin Event Rental March 2015 - Present
Classic Party Rental October 2012 - February 2015
Cornerstone Financial Group November 2011 - June 2012
Express Employment Professionals 2012 - 2012
Northwestern Mutual October 2010 - January 2011
Armfield Tent Co. May 2002 - August 2010
Education
Central Missouri State University 2005 — 2010
Finance
Robin Event Rental March 2015 - Present
Classic Party Rental October 2012 - February 2015
Cornerstone Financial Group November 2011 - June 2012
Express Employment Professionals 2012 - 2012
Northwestern Mutual October 2010 - January 2011
Armfield Tent Co. May 2002 - August 2010
Education
Central Missouri State University 2005 — 2010
Finance
Dawson Carlisle Dawson Carlisle's Cornerstone Financial Group Experience May 2012 - January 2013
Job Healthcare rep
Industry Hospital & Health Care
Experience
Swedish Medical Center January 2014 - December 2014
Cornerstone Financial Group May 2012 - January 2013
Minor and James Medical August 2011 - April 2012
MultiCare Health System September 2006 - July 2011
Virginia Mason Medical Center 2001 - 2005
Willamette Dental 2000 - 2001
Skills
Refunds, Customer Service, Health Insurance, Healthcare Information..., Epic Systems, Meditech, Cerner, NextGen, 10 Key, Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, Workers' Compensation..., Call Center, Appointment Scheduling, Front Office, Provider-1, Term Life Insurance, Life & Health Insurance..., Permanent Life Insurance, Licensed Life Insurance..., Disability Insurance, Employee Benefits, Insurance, Hospitals, Invoicing, Music, Leadership, Management, Public Speaking, Event Planning, Program Management, Training
Education
Art Institute of Seattle 1994 — 1997
Associate of Arts (AA), Design and Visual Communications, General
garfield high 1990 — 1994
Swedish Medical Center January 2014 - December 2014
Cornerstone Financial Group May 2012 - January 2013
Minor and James Medical August 2011 - April 2012
MultiCare Health System September 2006 - July 2011
Virginia Mason Medical Center 2001 - 2005
Willamette Dental 2000 - 2001
Skills
Refunds, Customer Service, Health Insurance, Healthcare Information..., Epic Systems, Meditech, Cerner, NextGen, 10 Key, Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, Workers' Compensation..., Call Center, Appointment Scheduling, Front Office, Provider-1, Term Life Insurance, Life & Health Insurance..., Permanent Life Insurance, Licensed Life Insurance..., Disability Insurance, Employee Benefits, Insurance, Hospitals, Invoicing, Music, Leadership, Management, Public Speaking, Event Planning, Program Management, Training
Education
Art Institute of Seattle 1994 — 1997
Associate of Arts (AA), Design and Visual Communications, General
garfield high 1990 — 1994
Cutter Meyer Cutter Meyer's Cornerstone Financial Group Experience May 2009 - August 2009
Job IT Support Analyst at Ur IT Services
Industry Information Technology and Services
Experience
Ur IT Services August 2013 - Present
Truman Bank February 2011 - October 2012
American Income Life Insurance Company 2010 - 2010
Cornerstone Financial Group May 2009 - August 2009
International Wine & Spirit Trade Association May 2008 - August 2008
Skills
Windows XP Pro, Windows 7, Financial Risk, Strategic Financial...
Education
Missouri Tech 2013 — 2014
Bachelor's degree, Network Administration Security
University of Missouri-Columbia 2006 — 2009
Bachelor's degree, Business Administration, Management and Operations
St. Louis Priory School 2000 — 2005
Ur IT Services August 2013 - Present
Truman Bank February 2011 - October 2012
American Income Life Insurance Company 2010 - 2010
Cornerstone Financial Group May 2009 - August 2009
International Wine & Spirit Trade Association May 2008 - August 2008
Skills
Windows XP Pro, Windows 7, Financial Risk, Strategic Financial...
Education
Missouri Tech 2013 — 2014
Bachelor's degree, Network Administration Security
University of Missouri-Columbia 2006 — 2009
Bachelor's degree, Business Administration, Management and Operations
St. Louis Priory School 2000 — 2005
Kristen Meier's Cornerstone Financial Group Experience April 2007 - October 2007
Job Pio's Server and Bar Tender
Industry Restaurants
Experience
City of St. Peters April 2009 - Present
Innoventor Engineering Inc September 2010 - December 2012
Big Sky Café December 2008 - January 2009
Missouri Lions Eye Research Foundation December 2007 - October 2008
Cornerstone Financial Group April 2007 - October 2007
Judge Donald Kohl January 2007 - April 2007
Fleishman Hillard International Communications August 2006 - January 2007
Breadeaux Pizza December 2001 - December 2005
Skills
Purchasing, Microsoft Office, Public Relations, Marketing, QuickBooks, Lean Manufacturing, Process Improvement, Event Planning, Proposal Writing, Leadership, Management, Customer Service, New Business Development
Education
Bendictine College 2001 — 2005
Bachelor of the Arts, Mass Communications, Business
Benedictine College 2001 — 2005
Bachelor of Arts, Mass Communications
City of St. Peters April 2009 - Present
Innoventor Engineering Inc September 2010 - December 2012
Big Sky Café December 2008 - January 2009
Missouri Lions Eye Research Foundation December 2007 - October 2008
Cornerstone Financial Group April 2007 - October 2007
Judge Donald Kohl January 2007 - April 2007
Fleishman Hillard International Communications August 2006 - January 2007
Breadeaux Pizza December 2001 - December 2005
Skills
Purchasing, Microsoft Office, Public Relations, Marketing, QuickBooks, Lean Manufacturing, Process Improvement, Event Planning, Proposal Writing, Leadership, Management, Customer Service, New Business Development
Education
Bendictine College 2001 — 2005
Bachelor of the Arts, Mass Communications, Business
Benedictine College 2001 — 2005
Bachelor of Arts, Mass Communications
Kristin (Otten) Poole Kristin (Otten) Poole's Cornerstone Financial Group Experience 2008 - 2010
Job Director of Advisory Services
Industry Financial Services
Experience
BUCKINGHAM Family of Financial Services July 2013 - December 2013
BUCKINGHAM Family of Financial Services May 2011 - December 2013
St. Louis Financial Services Company 2010 - 2011
Cornerstone Financial Group 2008 - 2010
Cornerstone Financial Group 2007 - 2010
Cornerstone Financial Group 2006 - 2010
A St. Louis Home Care Company 2004 - 2006
Colegio Marymount 2002 - 2004
Skills
Wealth Management, Estate Planning, Retirement Planning
Education
Saint Louis University 2005 — 2007
Master of International Business
University of Missouri-Columbia 1997 — 2002
BA, English Literature
University of Missouri-Columbia 1997 — 2002
BA, Spanish
Clayton High School 1993 — 1997
High School
BUCKINGHAM Family of Financial Services July 2013 - December 2013
BUCKINGHAM Family of Financial Services May 2011 - December 2013
St. Louis Financial Services Company 2010 - 2011
Cornerstone Financial Group 2008 - 2010
Cornerstone Financial Group 2007 - 2010
Cornerstone Financial Group 2006 - 2010
A St. Louis Home Care Company 2004 - 2006
Colegio Marymount 2002 - 2004
Skills
Wealth Management, Estate Planning, Retirement Planning
Education
Saint Louis University 2005 — 2007
Master of International Business
University of Missouri-Columbia 1997 — 2002
BA, English Literature
University of Missouri-Columbia 1997 — 2002
BA, Spanish
Clayton High School 1993 — 1997
High School
Robert Siegfried Robert Siegfried's Cornerstone Financial Group Experience August 2011 - June 2012
Job The Leavitt Group Benefits NW
Industry Insurance
Experience
United Health Care October 2012 - Present
Paragon Insurance Group LLC May 2012 - Present
The Leavitt Group March 2014 - June 2015
Bell-Anderson Insurance 2012 - March 2014
Cornerstone Financial Group August 2011 - June 2012
Baldwin Resource Group April 2008 - March 2011
Sedgwick James February 1987 - April 2005
Skills
Property & Casualty..., Sales, Underwriting, Health Insurance, Selling, Medicare, Employee Benefits, Insurance, Customer Service, Estate Planning, Workers Compensation, Term Life Insurance, Long-term Care, Hospitality Industry, Healthcare, Casualty, Professional Liability, Risk Management, Strategic Planning, HIPAA, Casualty Insurance, Management, Native American Tribes, ACA Compliance
Education
Seattle University 1968 — 1970
Business& Communications
Seattle Central Community College 1967 — 1968
United Health Care October 2012 - Present
Paragon Insurance Group LLC May 2012 - Present
The Leavitt Group March 2014 - June 2015
Bell-Anderson Insurance 2012 - March 2014
Cornerstone Financial Group August 2011 - June 2012
Baldwin Resource Group April 2008 - March 2011
Sedgwick James February 1987 - April 2005
Skills
Property & Casualty..., Sales, Underwriting, Health Insurance, Selling, Medicare, Employee Benefits, Insurance, Customer Service, Estate Planning, Workers Compensation, Term Life Insurance, Long-term Care, Hospitality Industry, Healthcare, Casualty, Professional Liability, Risk Management, Strategic Planning, HIPAA, Casualty Insurance, Management, Native American Tribes, ACA Compliance
Education
Seattle University 1968 — 1970
Business& Communications
Seattle Central Community College 1967 — 1968
Michael Hedlund Michael Hedlund's Cornerstone Financial Group Experience February 2012 - November 2012
Job Financial Manager at Summit Financial Group
Industry Financial Services
Experience
Summit Financial Group December 2012 - Present
Cornerstone Financial Group February 2012 - November 2012
Wells Fargo March 2011 - March 2012
Renaissance Financial March 2010 - November 2010
North Star Financial Services Group 2008 - 2009
Skills
Insurance, Estate Planning, PowerPoint, Customer Service, Marketing, Microsoft Excel, Banking, Series 7
Education
Creighton University 2005 — 2009
Bachelors, Finance
harry a burke high school
Summit Financial Group December 2012 - Present
Cornerstone Financial Group February 2012 - November 2012
Wells Fargo March 2011 - March 2012
Renaissance Financial March 2010 - November 2010
North Star Financial Services Group 2008 - 2009
Skills
Insurance, Estate Planning, PowerPoint, Customer Service, Marketing, Microsoft Excel, Banking, Series 7
Education
Creighton University 2005 — 2009
Bachelors, Finance
harry a burke high school
Joan Hurd Joan Hurd's Cornerstone Financial Group Experience January 2013 - Present
Job Executive Administrative Assistant
Industry Financial Services
Experience
Cornerstone Financial Group January 2013 - Present
Skills
Microsoft Office, Project Management, Customer Service, Microsoft Word, Banking, Administrative..., Leadership, Management, Team Building, Outlook, New Business Development, Human Resources, Time Management, Teamwork, Microsoft Excel, Sales, Real Estate, Access, PowerPoint
Education
Designations
NRF, National Professional Certification in Customer Service
Monterey Peninsula College
Cornerstone Financial Group January 2013 - Present
Skills
Microsoft Office, Project Management, Customer Service, Microsoft Word, Banking, Administrative..., Leadership, Management, Team Building, Outlook, New Business Development, Human Resources, Time Management, Teamwork, Microsoft Excel, Sales, Real Estate, Access, PowerPoint
Education
Designations
NRF, National Professional Certification in Customer Service
Monterey Peninsula College
Hunter Anderson's Cornerstone Financial Group Experience July 2011 - February 2013
Job Registered Representative
Industry Financial Services
Experience
Northwestern Mutual March 2013 - Present
Cornerstone Financial Group July 2011 - February 2013
The Guardian Life Insurance Company of America October 2009 - June 2011
Skills
Retirement Planning, Long-term Care, Wealth Management, 401k, Fixed Annuities, Series 7, Life Insurance, Estate Planning, Long Term Care Insurance, Retirement, IRAs, Strategic Financial..., Investments, Securities, Insurance, Series 63, Mutual Funds, Financial Analysis, Disability Insurance, Microsoft Word, 401k Rollovers, Investment Advisory, Term Life Insurance
Education
University of Kansas 2002 — 2007
Northwestern Mutual March 2013 - Present
Cornerstone Financial Group July 2011 - February 2013
The Guardian Life Insurance Company of America October 2009 - June 2011
Skills
Retirement Planning, Long-term Care, Wealth Management, 401k, Fixed Annuities, Series 7, Life Insurance, Estate Planning, Long Term Care Insurance, Retirement, IRAs, Strategic Financial..., Investments, Securities, Insurance, Series 63, Mutual Funds, Financial Analysis, Disability Insurance, Microsoft Word, 401k Rollovers, Investment Advisory, Term Life Insurance
Education
University of Kansas 2002 — 2007
virgilio abellana virgilio abellana's Cornerstone Financial Group Experience October 2007 - August 2008
Job Real Estate Agent at Advantage Realty and Financial Services
Industry Real Estate
Experience
Cornerstone Financial Group October 2007 - August 2008
World Capital Funding Loans July 2005 - August 2007
Skills
Refinance, Banking, Loan Origination, Sellers, Loans, First Time Home Buyers
Education
University of San Jose - Recoletos 1963 — 1967
BSC, Accounting and Finance
Cornerstone Financial Group October 2007 - August 2008
World Capital Funding Loans July 2005 - August 2007
Skills
Refinance, Banking, Loan Origination, Sellers, Loans, First Time Home Buyers
Education
University of San Jose - Recoletos 1963 — 1967
BSC, Accounting and Finance
Evelyn Fortino's Cornerstone Financial Group Experience June 2011 - August 2011
Job Development Coordinator at Brigham and Women's Hospital
Industry Hospital & Health Care
Experience
Brigham and Women's Hospital April 2015 - Present
Simmons College August 2013 - Present
Brigham and Women's Hospital February 2014 - April 2015
MEDITECH October 2012 - February 2014
Memorial Hospital of RI January 2012 - May 2012
Capital Ridge Assisted Living Home September 2010 - May 2012
Sodexo April 2009 - May 2012
Providence College September 2008 - May 2012
Cornerstone Financial Group June 2011 - August 2011
Lawrence General Hospital June 2011 - August 2011
Skills
PowerPoint, Fundraising, Microsoft Excel, Microsoft Office, Healthcare Information..., Healthcare, Event Management, Press Releases, Marketing, Public Relations, Data Analytics, Health Policy, Business Process, Project Management, Software Implementation, Hospitals, Healthcare Management, Healthcare Marketing
Education
Simmons College 2013 — 2016
Master's Degree, Health Care MBA
Providence College 2008 — 2012
BS, Health Policy and Management, Certificate in Business Studies, Minor in Pre-Health Sciences/Biology
North Andover High School 2004 — 2008
Brigham and Women's Hospital April 2015 - Present
Simmons College August 2013 - Present
Brigham and Women's Hospital February 2014 - April 2015
MEDITECH October 2012 - February 2014
Memorial Hospital of RI January 2012 - May 2012
Capital Ridge Assisted Living Home September 2010 - May 2012
Sodexo April 2009 - May 2012
Providence College September 2008 - May 2012
Cornerstone Financial Group June 2011 - August 2011
Lawrence General Hospital June 2011 - August 2011
Skills
PowerPoint, Fundraising, Microsoft Excel, Microsoft Office, Healthcare Information..., Healthcare, Event Management, Press Releases, Marketing, Public Relations, Data Analytics, Health Policy, Business Process, Project Management, Software Implementation, Hospitals, Healthcare Management, Healthcare Marketing
Education
Simmons College 2013 — 2016
Master's Degree, Health Care MBA
Providence College 2008 — 2012
BS, Health Policy and Management, Certificate in Business Studies, Minor in Pre-Health Sciences/Biology
North Andover High School 2004 — 2008
Lauren Stacye's Cornerstone Financial Group Experience February 2009 - October 2009
Job Seeking New Opportunities
Industry Staffing and Recruiting
Experience
TRC Staffing Services, Inc. September 2014 - Present
GadellNet October 2013 - April 2014
Technology Partners, Inc. September 2011 - April 2013
TRC Staffing Services, Inc. October 2009 - September 2011
Cornerstone Financial Group February 2009 - October 2009
KMOX February 2009 - April 2009
Rachel Storch for State Representative May 2008 - August 2008
AT&T May 2007 - August 2007
Skills
Applicant Tracking..., Technical Recruiting, Recruiting, Internet Recruiting, Sourcing, Cold Calling, Telecommunications, Staffing Services, Account Management, College Recruiting, SDLC, Temporary Staffing, Sales, Screening Resumes, Management, Talent Acquisition, Temporary Placement, Vendor Management, Executive Search, Interviews, Resume Writing, Permanent Placement, Leadership, Training, Employee Relations, Human Resources, Screening, Contract Recruitment, Onboarding
Education
University of Missouri-Columbia 2005 — 2008
B.S., Business Administration, Emphasis in Management
TRC Staffing Services, Inc. September 2014 - Present
GadellNet October 2013 - April 2014
Technology Partners, Inc. September 2011 - April 2013
TRC Staffing Services, Inc. October 2009 - September 2011
Cornerstone Financial Group February 2009 - October 2009
KMOX February 2009 - April 2009
Rachel Storch for State Representative May 2008 - August 2008
AT&T May 2007 - August 2007
Skills
Applicant Tracking..., Technical Recruiting, Recruiting, Internet Recruiting, Sourcing, Cold Calling, Telecommunications, Staffing Services, Account Management, College Recruiting, SDLC, Temporary Staffing, Sales, Screening Resumes, Management, Talent Acquisition, Temporary Placement, Vendor Management, Executive Search, Interviews, Resume Writing, Permanent Placement, Leadership, Training, Employee Relations, Human Resources, Screening, Contract Recruitment, Onboarding
Education
University of Missouri-Columbia 2005 — 2008
B.S., Business Administration, Emphasis in Management
Paul Towey Paul Towey's Cornerstone Financial Group Experience December 2013 - Present
Job Independent Broker at Cornerstone Financial Services
Industry Financial Services
Experience
Cornerstone Financial Group December 2013 - Present
Prudential Meridian Valley Realty November 2013 - February 2014
John L Scott Real Estate August 2012 - November 2013
Prudential Northwest Realty Associates February 2000 - August 2011
The Select Bar & Grill June 1995 - August 1999
Skills
Buyer Representation, Sellers, New Home Sales, First Time Home Buyers, Single Family Homes, Relocation, Foreclosures, Real Estate, Referrals, Residential Homes, Property, Selling, Negotiation, Contract Negotiation, Listings, Condos, Move Up Buyers, Waterfront, New Homes, SFR, Townhomes, Real Property, HUD
Education
Shoreline Community College 1985 — 1988
Associate of Arts and Sciences (AAS), Business Administration and Management, General
O'Dea 1981 — 1985
Rockwell Institute for Real Estate
Cornerstone Financial Group December 2013 - Present
Prudential Meridian Valley Realty November 2013 - February 2014
John L Scott Real Estate August 2012 - November 2013
Prudential Northwest Realty Associates February 2000 - August 2011
The Select Bar & Grill June 1995 - August 1999
Skills
Buyer Representation, Sellers, New Home Sales, First Time Home Buyers, Single Family Homes, Relocation, Foreclosures, Real Estate, Referrals, Residential Homes, Property, Selling, Negotiation, Contract Negotiation, Listings, Condos, Move Up Buyers, Waterfront, New Homes, SFR, Townhomes, Real Property, HUD
Education
Shoreline Community College 1985 — 1988
Associate of Arts and Sciences (AAS), Business Administration and Management, General
O'Dea 1981 — 1985
Rockwell Institute for Real Estate
Ashley Bruggenwirth Ashley Bruggenwirth's Cornerstone Financial Group Experience May 2012 - September 2012
Job Intern (Financial Advisor) at Cornerstone Financial Group
Industry Financial Services
Experience
Inlanta Mortgage September 2012 - Present
Cornerstone Financial Group May 2012 - September 2012
Next Generation Wireless September 2011 - April 2012
Skills
Customer Service
Education
Kirkwood Community College 2010 — 2012
Accounting and Business/Management
Inlanta Mortgage September 2012 - Present
Cornerstone Financial Group May 2012 - September 2012
Next Generation Wireless September 2011 - April 2012
Skills
Customer Service
Education
Kirkwood Community College 2010 — 2012
Accounting and Business/Management
Thomas Liguzinski Thomas Liguzinski's Cornerstone Financial Group Experience 2011 - Present
Job Partner at Cornerstone Financial Group
Industry Financial Services
Experience
Cornerstone Financial Group 2011 - Present
Great American Financial Resources 1992 - 2001
Great American Insurance 1984 - 1992
American Financial Group, Inc. 1981 - 1984
Ernst & Whinney 1976 - 1981
Education
University of Cincinnati College of Business 1973 — 1976
BBA, Accounting
Cornerstone Financial Group 2011 - Present
Great American Financial Resources 1992 - 2001
Great American Insurance 1984 - 1992
American Financial Group, Inc. 1981 - 1984
Ernst & Whinney 1976 - 1981
Education
University of Cincinnati College of Business 1973 — 1976
BBA, Accounting
Adam Golbienko's Cornerstone Financial Group Experience March 2015 - Present
Job Financial Advisor at Cornerstone Financial Group
Industry Financial Services
Experience
Cornerstone Financial Group March 2015 - Present
Ag Financial Services February 2014 - Present
Liberty Wealth Strategies, LLC April 2012 - February 2015
Select Insurance Group July 2011 - April 2012
AG Mortgage 2009 - March 2012
Bank of America/Countrywide 2007 - March 2008
Principal Financial LLC 2004 - 2007
Skills
Marketing, Fixed Annuities, Life Insurance, Management, Long Term Care Insurance, Retirement Planning, Term Life Insurance, Wealth Management, Long-term Care, Budgets, Commercial Insurance, Advertising, Well Traveled (20+..., Mutual Funds, Securities, Variable Annuities, Variable Life, 401k, 401k Rollovers, Medicare Supplements, Awesomeness, Insurance, Investments, Retirement
Education
Shoreline Community College 1998 — 2000
Associate of Arts (A.A.), Business Administration and Management, General
Ballard High School 1991 — 1995
Cornerstone Financial Group March 2015 - Present
Ag Financial Services February 2014 - Present
Liberty Wealth Strategies, LLC April 2012 - February 2015
Select Insurance Group July 2011 - April 2012
AG Mortgage 2009 - March 2012
Bank of America/Countrywide 2007 - March 2008
Principal Financial LLC 2004 - 2007
Skills
Marketing, Fixed Annuities, Life Insurance, Management, Long Term Care Insurance, Retirement Planning, Term Life Insurance, Wealth Management, Long-term Care, Budgets, Commercial Insurance, Advertising, Well Traveled (20+..., Mutual Funds, Securities, Variable Annuities, Variable Life, 401k, 401k Rollovers, Medicare Supplements, Awesomeness, Insurance, Investments, Retirement
Education
Shoreline Community College 1998 — 2000
Associate of Arts (A.A.), Business Administration and Management, General
Ballard High School 1991 — 1995
Rick Katz Rick Katz's Cornerstone Financial Group Experience October 2011 - October 2012
Job Director Life Sales at AIG Financial Network
Industry Insurance
Experience
AIG Financial Network March 2015 - Present
Executive Financial Group LLC/OneAmerica General Agency September 2013 - February 2015
Agency Manager December 2012 - August 2013
Cornerstone Financial Group October 2011 - October 2012
21st Century Brokerage, Inc. March 2009 - October 2011
Meadowbrook Insurance Group 2006 - 2009
First Life America Life Ins. Co. April 2004 - June 2006
Pioneer Services 1999 - 2004
BMA Insurance Group September 1996 - May 1998
Jardine Insurance Brokers May 1989 - July 1996
Education
Temple University - Fox School of Business and Management 1977 — 1981
Bachelor of Business Administration (BBA), Insurance / Business Law
University of Pennsylvania - The Wharton School 1991 — 1992
Risk Management / Insurance
AIG Financial Network March 2015 - Present
Executive Financial Group LLC/OneAmerica General Agency September 2013 - February 2015
Agency Manager December 2012 - August 2013
Cornerstone Financial Group October 2011 - October 2012
21st Century Brokerage, Inc. March 2009 - October 2011
Meadowbrook Insurance Group 2006 - 2009
First Life America Life Ins. Co. April 2004 - June 2006
Pioneer Services 1999 - 2004
BMA Insurance Group September 1996 - May 1998
Jardine Insurance Brokers May 1989 - July 1996
Education
Temple University - Fox School of Business and Management 1977 — 1981
Bachelor of Business Administration (BBA), Insurance / Business Law
University of Pennsylvania - The Wharton School 1991 — 1992
Risk Management / Insurance
Deidre Fisher Deidre Fisher's Cornerstone Financial Group Experience April 2014 - Present
Job Director of Communications at Cornerstone Financial Group
Industry Financial Services
Experience
Cornerstone Financial Group April 2014 - Present
Deidre Fisher Photography 2003 - Present
Independent Contractor 2013 - December 2014
Guardian Medical Companions LLC 2010 - 2013
Coffee Pond Photography September 2008 - December 2009
Central Carolina Bank & Trust Company June 1989 - December 1994
BayBank Systems Inc. May 1987 - June 1989
Skills
Strategic Planning, Marketing, Project Management, Business Strategy, Social Media Marketing, Social Media, Writing, Photography, Photos, Art, Digital Photography, Portrait Photography, Management, Strategy, Public Speaking, Marketing Strategy
Education
University of Miami - School of Business 1983 — 1984
MBA, Business
College of the Holy Cross 1979 — 1983
BA, Psychology
Cornerstone Financial Group April 2014 - Present
Deidre Fisher Photography 2003 - Present
Independent Contractor 2013 - December 2014
Guardian Medical Companions LLC 2010 - 2013
Coffee Pond Photography September 2008 - December 2009
Central Carolina Bank & Trust Company June 1989 - December 1994
BayBank Systems Inc. May 1987 - June 1989
Skills
Strategic Planning, Marketing, Project Management, Business Strategy, Social Media Marketing, Social Media, Writing, Photography, Photos, Art, Digital Photography, Portrait Photography, Management, Strategy, Public Speaking, Marketing Strategy
Education
University of Miami - School of Business 1983 — 1984
MBA, Business
College of the Holy Cross 1979 — 1983
BA, Psychology
Carolina Montibelli, MSF's Cornerstone Financial Group Experience January 2014 - Present
Job Helping Business Owners and Entrepreneurs to Empower Their Lives with Wealth Knowledge to Gain Financial Independence
Industry Financial Services
Experience
Cornerstone Financial Group January 2014 - Present
Electronaca, Inc June 2012 - July 2013
Telefónica January 2011 - June 2012
Telefónica January 2007 - January 2011
Catholic Charities USA 2006 - 2007
Miami Dade Community Agency 2005 - 2006
Skills
Marketing, Sales, Negotiation, Customer Service, Pricing, Retail, Wireless, Fashion, Apparel, Finance, Networking, New Business Development, Sales Management, Business Development, Business Strategy
Education
Florida International University - College of Business 2006 — 2007
Masters in Science, Finance
Florida International University 1999 — 2002
Bachelor's degree in Business Administration, Finance
Cornerstone Financial Group January 2014 - Present
Electronaca, Inc June 2012 - July 2013
Telefónica January 2011 - June 2012
Telefónica January 2007 - January 2011
Catholic Charities USA 2006 - 2007
Miami Dade Community Agency 2005 - 2006
Skills
Marketing, Sales, Negotiation, Customer Service, Pricing, Retail, Wireless, Fashion, Apparel, Finance, Networking, New Business Development, Sales Management, Business Development, Business Strategy
Education
Florida International University - College of Business 2006 — 2007
Masters in Science, Finance
Florida International University 1999 — 2002
Bachelor's degree in Business Administration, Finance
Grant Girdner Grant Girdner's Cornerstone Financial Group Experience November 2013 - December 2014
Job Accounts Payable Coordinator at Hermanson Company
Industry Aviation & Aerospace
Experience
Hermanson Company September 2015 - Present
Christa Ministries August 2015 - September 2015
Zodiac Aerospace February 2015 - July 2015
Cornerstone Financial Group November 2013 - December 2014
Advanced Refreshment LLC May 2014 - July 2014
AXA Advisors September 2013 - November 2013
Skills
Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Economics, Social Media, International Relations, Public Speaking, Customer Service, Spanish, Market Research, International..., Photoshop, Team Leadership, Event Planning, Policy Analysis, SPSS, Management, Analysis
Education
The University of Sheffield 2012 — 2013
Master of Science (MSc), Economics
Florida State University 2010 — 2012
Bachelor of Science (BS), Economics
Interlake High School
Hermanson Company September 2015 - Present
Christa Ministries August 2015 - September 2015
Zodiac Aerospace February 2015 - July 2015
Cornerstone Financial Group November 2013 - December 2014
Advanced Refreshment LLC May 2014 - July 2014
AXA Advisors September 2013 - November 2013
Skills
Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Economics, Social Media, International Relations, Public Speaking, Customer Service, Spanish, Market Research, International..., Photoshop, Team Leadership, Event Planning, Policy Analysis, SPSS, Management, Analysis
Education
The University of Sheffield 2012 — 2013
Master of Science (MSc), Economics
Florida State University 2010 — 2012
Bachelor of Science (BS), Economics
Interlake High School
Hannah Sterling Hannah Sterling's Cornerstone Financial Group Experience May 2015 - Present
Job Independent Agent at Cornerstone Financial Group
Industry Accounting
Experience
Cornerstone Financial Group May 2015 - Present
TM2 Consulting August 2010 - August 2012
CSG Solutions Inc. December 2010 - June 2011
Fairley's Pharmacy October 2006 - August 2010
Skills
Bookkeeping, Payroll Taxes, Reconciling, Accounting, Quickbooks, Excel, Word, QuickBooks, Microsoft Office
Education
Central Washington University 2015 — 2017
Bachelor’s Degree, Accounting, Junior
North Seattle College 2011 — 2014
Associate's degree, Business Administration and Management, General
Cornerstone Financial Group May 2015 - Present
TM2 Consulting August 2010 - August 2012
CSG Solutions Inc. December 2010 - June 2011
Fairley's Pharmacy October 2006 - August 2010
Skills
Bookkeeping, Payroll Taxes, Reconciling, Accounting, Quickbooks, Excel, Word, QuickBooks, Microsoft Office
Education
Central Washington University 2015 — 2017
Bachelor’s Degree, Accounting, Junior
North Seattle College 2011 — 2014
Associate's degree, Business Administration and Management, General
Michelle Brannon Michelle Brannon's Cornerstone Financial Group Experience 2004 - 2008
Job Accounting Manager
Industry Accounting
Experience
Bethesda Health Group June 2015 - Present
Ascension Health Senior Care January 2014 - June 2015
Alexian Brothers Senior Ministries December 2012 - January 2014
Ten Talent Investments January 2008 - December 2012
Cornerstone Financial Group 2004 - 2008
Midwest Administrative Services 1999 - 2004
Skills
Management, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Answers on Demand, Peachtree, Great Plains, QuickBooks, Strata Trak, Smart View
Education
University of Missouri-Saint Louis 1995 — 1998
Bachelor's Degree, Accounting
Affton High School 1990 — 1993
Bethesda Health Group June 2015 - Present
Ascension Health Senior Care January 2014 - June 2015
Alexian Brothers Senior Ministries December 2012 - January 2014
Ten Talent Investments January 2008 - December 2012
Cornerstone Financial Group 2004 - 2008
Midwest Administrative Services 1999 - 2004
Skills
Management, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Answers on Demand, Peachtree, Great Plains, QuickBooks, Strata Trak, Smart View
Education
University of Missouri-Saint Louis 1995 — 1998
Bachelor's Degree, Accounting
Affton High School 1990 — 1993
David Nunez David Nunez's Cornerstone Financial Group Experience January 2013 - Present
Job Internet Lead Generation I Local Marketing I B2B Sales I Purchaser of Performing and Non Performing Real Estate Notes
Industry Marketing and Advertising
Experience
Cornerstone financial Group January 2013 - Present
City of Mesa January 1999 - August 2014
Skills
Investment Properties, Real Estate, Investors, Foreclosures, Short Sales, Sellers, REO, Real Estate Transactions, Single Family Homes, Residential Homes, Mortgage Lending, Real Estate Economics, Real Estate Financing, Sales, Commercial Real Estate, Management
Education
Imperial Valley College
Cornerstone financial Group January 2013 - Present
City of Mesa January 1999 - August 2014
Skills
Investment Properties, Real Estate, Investors, Foreclosures, Short Sales, Sellers, REO, Real Estate Transactions, Single Family Homes, Residential Homes, Mortgage Lending, Real Estate Economics, Real Estate Financing, Sales, Commercial Real Estate, Management
Education
Imperial Valley College
Brett Moffitt Brett Moffitt's Cornerstone Financial Group Experience January 2000 - January 2012
Job Regional Manager, AMS at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation March 2011 - Present
Cornerstone Financial Group January 2000 - January 2012
Cerner Corporation August 2009 - March 2011
Cerner Corporation August 2006 - August 2009
Iowa State University August 2002 - May 2006
Kemin Industries May 2004 - August 2005
Skills
Cerner, Healthcare Information..., CPOE, EHR, EMR, HL7, Troubleshooting, Integration, Software Implementation, Data Analysis, Testing, Process Improvement, AIX, Visio, Business Analysis, HIPAA, Windows, Active Directory, SQL, Analysis, Databases
Education
Iowa State University - College of Business 2002 — 2006
B.S., Management Information Systems
Creston High School
Cerner Corporation March 2011 - Present
Cornerstone Financial Group January 2000 - January 2012
Cerner Corporation August 2009 - March 2011
Cerner Corporation August 2006 - August 2009
Iowa State University August 2002 - May 2006
Kemin Industries May 2004 - August 2005
Skills
Cerner, Healthcare Information..., CPOE, EHR, EMR, HL7, Troubleshooting, Integration, Software Implementation, Data Analysis, Testing, Process Improvement, AIX, Visio, Business Analysis, HIPAA, Windows, Active Directory, SQL, Analysis, Databases
Education
Iowa State University - College of Business 2002 — 2006
B.S., Management Information Systems
Creston High School
Jennifer Irvine Jennifer Irvine's Cornerstone Financial Group Experience December 2007 - September 2010
Job Behavioral Economics/ Marketing at Philips Healthcare
Industry Medical Devices
Experience
Philips Healthcare September 2012 - Present
Philips Healthcare September 2010 - September 2012
Cornerstone Financial Group December 2007 - September 2010
UBS January 2010 - May 2010
RTN Credit Union May 2008 - January 2010
Waltham City Hall Payroll Dept June 2004 - August 2006
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Data Analysis, PowerPoint, Finance, Forecasting, Outlook, Market Research, Microsoft Word, Financial Reporting, Process Improvement, Marketing, Strategic Financial..., Marketing Strategy, Leadership, SAP, Accounts Payable, Product Marketing, Marketing Communications, Budgets, Analysis, Management, Access, Project Management, Financial Accounting, Team Leadership, Operations Management, Change Management, Marketing Management, Corporate Finance, Account Management, Financial Modeling, Competitive Analysis, Public Relations, Strategic Planning, Integrated Marketing, Inventory Management, Salesforce.com, Time Management, Business Planning, Cross-functional Team..., Sales, Teamwork
Education
Endicott College 2013 — 2015
Master of Business Administration (MBA), Marketing
Stonehill College 2006 — 2010
Bachelor of Arts, Economics
Philips Healthcare September 2012 - Present
Philips Healthcare September 2010 - September 2012
Cornerstone Financial Group December 2007 - September 2010
UBS January 2010 - May 2010
RTN Credit Union May 2008 - January 2010
Waltham City Hall Payroll Dept June 2004 - August 2006
Skills
Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Data Analysis, PowerPoint, Finance, Forecasting, Outlook, Market Research, Microsoft Word, Financial Reporting, Process Improvement, Marketing, Strategic Financial..., Marketing Strategy, Leadership, SAP, Accounts Payable, Product Marketing, Marketing Communications, Budgets, Analysis, Management, Access, Project Management, Financial Accounting, Team Leadership, Operations Management, Change Management, Marketing Management, Corporate Finance, Account Management, Financial Modeling, Competitive Analysis, Public Relations, Strategic Planning, Integrated Marketing, Inventory Management, Salesforce.com, Time Management, Business Planning, Cross-functional Team..., Sales, Teamwork
Education
Endicott College 2013 — 2015
Master of Business Administration (MBA), Marketing
Stonehill College 2006 — 2010
Bachelor of Arts, Economics
Katie Hwang Katie Hwang's Cornerstone Financial Group Experience June 2013 - Present
Job Broker Associate at Baird & Warner
Industry Real Estate
Experience
Cornerstone Financial Group June 2013 - Present
Baird & Warner April 2012 - Present
RE/MAX Experts January 2009 - June 2011
Skills
Short Sales, First Time Home Buyers, REO, Single Family Homes, Foreclosures, Condos, Buyer Representation, Investment Properties, Sellers, New Home Sales, Listings, Townhomes, Relocation, Investors, Referrals, New Homes, Real Property, SFR, ABR, Residential Homes, Real Estate Transactions
Education
Northeastern Illinois University
Bachelor of Arts (B.A), Interdisciplinary Study
Cornerstone Financial Group June 2013 - Present
Baird & Warner April 2012 - Present
RE/MAX Experts January 2009 - June 2011
Skills
Short Sales, First Time Home Buyers, REO, Single Family Homes, Foreclosures, Condos, Buyer Representation, Investment Properties, Sellers, New Home Sales, Listings, Townhomes, Relocation, Investors, Referrals, New Homes, Real Property, SFR, ABR, Residential Homes, Real Estate Transactions
Education
Northeastern Illinois University
Bachelor of Arts (B.A), Interdisciplinary Study
Kyle Counts Kyle Counts's Cornerstone Financial Group Experience September 2010 - December 2012
Job Agency Development Manager at Executive Financial Group LLC/OneAmerica General Agency
Industry Retail
Experience
Executive Financial Group LLC/OneAmerica General Agency June 2014 - Present
Western & Southern Financial Group January 2013 - May 2014
Cornerstone Financial Group September 2010 - December 2012
Farmers Insurance May 2003 - June 2006
Skills
Investments, Insurance, Employee Benefits, Securities, Finance, Small Business, Financial Services, Management, Asset Allocation, Retirement Planning, Strategic Financial..., Fixed Annuities, Retirement, Life Insurance, Sales
Education
University of Missouri-Columbia 1999 — 2001
Bachelor of Arts, Interdiscinplinary Studies
University of Missouri-Columbia 1999 — 2001
bachelor, business
University of Missouri-Columbia 1999 — 2001
Westminster College (MO) 1997 — 1999
none, Business
Executive Financial Group LLC/OneAmerica General Agency June 2014 - Present
Western & Southern Financial Group January 2013 - May 2014
Cornerstone Financial Group September 2010 - December 2012
Farmers Insurance May 2003 - June 2006
Skills
Investments, Insurance, Employee Benefits, Securities, Finance, Small Business, Financial Services, Management, Asset Allocation, Retirement Planning, Strategic Financial..., Fixed Annuities, Retirement, Life Insurance, Sales
Education
University of Missouri-Columbia 1999 — 2001
Bachelor of Arts, Interdiscinplinary Studies
University of Missouri-Columbia 1999 — 2001
bachelor, business
University of Missouri-Columbia 1999 — 2001
Westminster College (MO) 1997 — 1999
none, Business
Jigar Gada's Cornerstone Financial Group Experience September 2010 - May 2011
Job Actuarial Intern Commercial Markets at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance June 2011 - Present
Bentley University May 2009 - Present
Cornerstone Financial Group September 2010 - May 2011
Religare Asset Management Company Public Limited June 2010 - August 2010
Angel Broking June 2009 - August 2009
Education
Bentley University 2008 — 2012
Corporate Finance & Accounting with Minor in Actuarial Science
Liberty Mutual Insurance June 2011 - Present
Bentley University May 2009 - Present
Cornerstone Financial Group September 2010 - May 2011
Religare Asset Management Company Public Limited June 2010 - August 2010
Angel Broking June 2009 - August 2009
Education
Bentley University 2008 — 2012
Corporate Finance & Accounting with Minor in Actuarial Science
Joaquin Duke Wilwayco Joaquin Duke Wilwayco's Cornerstone Financial Group Experience December 2000 - July 2004
Job Independent Financial Services Professional
Industry Insurance
Experience
SynergiaDGW February 2014 - Present
Personal Economics Group April 2009 - February 2014
Sapient Financial Group/MassMutual 2006 - 2008
Cornerstone Financial Group December 2000 - July 2004
New York Life Long-Term Care 1991 - 1997
New York Life Insurance Company 1991 - 1997
New York Life 1990 - 1991
Manufacturers Life (Manulife Financial) 1986 - 1989
Skills
Retirement, Fixed Annuities, Life Insurance, Insurance, Strategic Financial..., Long-term Care, Retirement Planning, Retirement Savings, Disability Insurance, Wealth Management, Financial Services, Estate Planning, Wealth, College Savings Plans, IRAs, Financial Advisory, Financial Planning
Education
San Beda College 1966 — 1970
Liberal Arts, Philosophy - Political Science
Our Lady of the Sacred Heart Academy 1956 — 1966
SynergiaDGW February 2014 - Present
Personal Economics Group April 2009 - February 2014
Sapient Financial Group/MassMutual 2006 - 2008
Cornerstone Financial Group December 2000 - July 2004
New York Life Long-Term Care 1991 - 1997
New York Life Insurance Company 1991 - 1997
New York Life 1990 - 1991
Manufacturers Life (Manulife Financial) 1986 - 1989
Skills
Retirement, Fixed Annuities, Life Insurance, Insurance, Strategic Financial..., Long-term Care, Retirement Planning, Retirement Savings, Disability Insurance, Wealth Management, Financial Services, Estate Planning, Wealth, College Savings Plans, IRAs, Financial Advisory, Financial Planning
Education
San Beda College 1966 — 1970
Liberal Arts, Philosophy - Political Science
Our Lady of the Sacred Heart Academy 1956 — 1966
Justin Hohl's Cornerstone Financial Group Experience September 2009 - April 2012
Job Overland Park Golf Division
Industry Hospitality
Experience
Overland Park Golf Division December 2014 - Present
Troon Golf February 2014 - December 2014
IGM April 2012 - February 2014
Cornerstone Financial Group September 2009 - April 2012
Wolf Creek Golf Links February 2005 - September 2009
Skills
Strategic Financial..., Fixed Annuities, Customer Service, Life Insurance, Disability Insurance, Insurance, Sales, Food & Beverage, Financial Analysis, Retirement Planning, Microsoft Excel, Employee Benefits, Marketing, Microsoft Office, Retirement, Investments, Series 7, Strategic Planning, Leadership, Account Management
Education
The University of Kansas
Overland Park Golf Division December 2014 - Present
Troon Golf February 2014 - December 2014
IGM April 2012 - February 2014
Cornerstone Financial Group September 2009 - April 2012
Wolf Creek Golf Links February 2005 - September 2009
Skills
Strategic Financial..., Fixed Annuities, Customer Service, Life Insurance, Disability Insurance, Insurance, Sales, Food & Beverage, Financial Analysis, Retirement Planning, Microsoft Excel, Employee Benefits, Marketing, Microsoft Office, Retirement, Investments, Series 7, Strategic Planning, Leadership, Account Management
Education
The University of Kansas
Frank Borawski, Jr, CFA Frank Borawski, Jr, CFA's Cornerstone Financial Group Experience May 2008 - November 2008
Job Assistant Director of Finance at Brookline Bancorp
Industry Financial Services
Experience
Brookline Bank July 2014 - Present
Brookline Bank April 2012 - July 2014
State Street November 2010 - April 2012
State Street June 2010 - October 2010
Boston University School of Management September 2006 - May 2010
Chubb Insurance January 2009 - June 2009
Cornerstone Financial Group May 2008 - November 2008
PDS Engineering and Construction January 2004 - January 2007
Merrill Lynch August 2005 - September 2005
Skills
Financial Modeling, Analytical Skills, Risk Management, Portfolio Management, Analysis, Microsoft Excel, VBA, Six Sigma, Analytics, PowerPoint, Microsoft Word, Financial Analysis, Bloomberg, Data Analysis, Valuation, Project Management, Wealth Management, Financial Reporting
Education
Boston University Questrom School of Business 2006 — 2010
Dual Concentration, Finance and Operations & Technology Management
University of Sydney
Brookline Bank July 2014 - Present
Brookline Bank April 2012 - July 2014
State Street November 2010 - April 2012
State Street June 2010 - October 2010
Boston University School of Management September 2006 - May 2010
Chubb Insurance January 2009 - June 2009
Cornerstone Financial Group May 2008 - November 2008
PDS Engineering and Construction January 2004 - January 2007
Merrill Lynch August 2005 - September 2005
Skills
Financial Modeling, Analytical Skills, Risk Management, Portfolio Management, Analysis, Microsoft Excel, VBA, Six Sigma, Analytics, PowerPoint, Microsoft Word, Financial Analysis, Bloomberg, Data Analysis, Valuation, Project Management, Wealth Management, Financial Reporting
Education
Boston University Questrom School of Business 2006 — 2010
Dual Concentration, Finance and Operations & Technology Management
University of Sydney
Alex Tarr's Cornerstone Financial Group Experience August 2001 - July 2003
Job Commercial Account Executive
Industry Computer Software
Experience
Salesforce June 2015 - Present
Oracle May 2013 - June 2015
Sandhill Investment Management June 2011 - June 2012
Sun Life Financial July 2003 - September 2010
Cornerstone Financial Group August 2001 - July 2003
Skills
Salesforce.com, SaaS, PaaS, Enterprise Software, Data Integration, Equities, Investment Management, Fixed Income, Securities, Financial Markets, CRM, Capital Markets, Bloomberg, Equity Research, Business Development, Account Management, Institutional, Oracle Applications, Cloud Computing, Databases, Oracle RAC, Software, Hardware, SOA, Identity Management, WebCenter, Mobile Security, Sales, Solution Selling, Management, Sales Process
Education
Ithaca College 1997 — 2001
Salesforce June 2015 - Present
Oracle May 2013 - June 2015
Sandhill Investment Management June 2011 - June 2012
Sun Life Financial July 2003 - September 2010
Cornerstone Financial Group August 2001 - July 2003
Skills
Salesforce.com, SaaS, PaaS, Enterprise Software, Data Integration, Equities, Investment Management, Fixed Income, Securities, Financial Markets, CRM, Capital Markets, Bloomberg, Equity Research, Business Development, Account Management, Institutional, Oracle Applications, Cloud Computing, Databases, Oracle RAC, Software, Hardware, SOA, Identity Management, WebCenter, Mobile Security, Sales, Solution Selling, Management, Sales Process
Education
Ithaca College 1997 — 2001
Martin Spillane's Cornerstone Financial Group Experience April 1996 - Present
Job CFP® at Cornerstone Financial Group
Industry Financial Services
Experience
Cornerstone Financial Group April 1996 - Present
Education
University College Cork 1984 — 1988
BComm, Commerce
Cornerstone Financial Group April 1996 - Present
Education
University College Cork 1984 — 1988
BComm, Commerce
Eric Gould's Cornerstone Financial Group Experience February 2011 - March 2012
Job Princor Registered Representative
Industry Financial Services
Experience
HighPointe Financial Group, LLC March 2012 - June 2013
Cornerstone Financial Group February 2011 - March 2012
Northwestern Mutual June 2008 - February 2011
Skills
Executive Benefit..., Income Protection, Estate Preservation, Life Insurance, Long Term Care Insurance, Disability Insurance, 401k, 401k Rollovers, Estate Planning, Buy-sell Agreements, Key Person Insurance, Financial Analysis, Variable Products, Wealth Accumulation, IRAs, Annuity Sales, Tax Deferred Exchanges, Mutual Funds, Deferred Compensation, Education Funding, Charitable Gift Planning, Series 7, Series 6, Series 63, Life & Health Insurance...
Education
Ithaca College 1993 — 1997
Bachelor of Arts, Cinema and Photography
HighPointe Financial Group, LLC March 2012 - June 2013
Cornerstone Financial Group February 2011 - March 2012
Northwestern Mutual June 2008 - February 2011
Skills
Executive Benefit..., Income Protection, Estate Preservation, Life Insurance, Long Term Care Insurance, Disability Insurance, 401k, 401k Rollovers, Estate Planning, Buy-sell Agreements, Key Person Insurance, Financial Analysis, Variable Products, Wealth Accumulation, IRAs, Annuity Sales, Tax Deferred Exchanges, Mutual Funds, Deferred Compensation, Education Funding, Charitable Gift Planning, Series 7, Series 6, Series 63, Life & Health Insurance...
Education
Ithaca College 1993 — 1997
Bachelor of Arts, Cinema and Photography
Trish Sims's Cornerstone Financial Group Experience 1997 - 1998
Job Student at Pikes Peak Community College
Industry Financial Services
Experience
First Magnus Financial 2007 - 2007
Freedom Mortgage Corporation 2006 - 2007
Irwin Mortgage Corporation 1998 - 2006
Irwin Mortgage Corporation 1998 - 2006
Cornerstone Financial Group 1997 - 1998
Temple Inland Mortgage Corporation 1995 - 1997
Norwest Mortgage 1993 - 1994
Guild Mortgage 1990 - 1993
Education
Pikes Peak Community College 2007 — 2012
First Magnus Financial 2007 - 2007
Freedom Mortgage Corporation 2006 - 2007
Irwin Mortgage Corporation 1998 - 2006
Irwin Mortgage Corporation 1998 - 2006
Cornerstone Financial Group 1997 - 1998
Temple Inland Mortgage Corporation 1995 - 1997
Norwest Mortgage 1993 - 1994
Guild Mortgage 1990 - 1993
Education
Pikes Peak Community College 2007 — 2012
Heidi Martin, CFP®'s Cornerstone Financial Group Experience March 2008 - December 2013
Job Certified Financial Planner Practitioner, Princor Registered Representative, Investment Advisor Representative
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
Cornerstone Financial Group March 2008 - December 2013
New England Securities March 2008 - December 2013
The BANCServices Group, Inc May 2003 - February 2008
Spirit of St. Louis Credit Union April 2002 - May 2003
Gateway Federal Employees Credit Union August 2000 - March 2002
Missouri Valley Federal Credit Union October 1985 - August 2000
First Bank of St. Charles County November 1981 - October 1985
J.D. Streett & Co. March 1979 - November 1981
Brown Shoe Company September 1977 - September 1978
Skills
401k, 403 b, SEP IRA, Simple IRA, Annuities, Variable Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Health Insurance, Income Protection, Informal Business..., IRAs (Traditional and..., Key-Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Social Security, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life, Variable Life, Wellness Programs, Whole Life, Wealth Accumulation
Education
The American College 2012 — 2014
University of Missouri-St. Louis 2002 — 2007
Bachelor of Science in Business Administration
Credit Union Nat'l Association 1996 — 1996
University of Colorado Boulder 1994 — 1995
University of Wisconsin-Madison - School of Business 1991 — 1993
Principal Financial Group January 2014 - Present
Cornerstone Financial Group March 2008 - December 2013
New England Securities March 2008 - December 2013
The BANCServices Group, Inc May 2003 - February 2008
Spirit of St. Louis Credit Union April 2002 - May 2003
Gateway Federal Employees Credit Union August 2000 - March 2002
Missouri Valley Federal Credit Union October 1985 - August 2000
First Bank of St. Charles County November 1981 - October 1985
J.D. Streett & Co. March 1979 - November 1981
Brown Shoe Company September 1977 - September 1978
Skills
401k, 403 b, SEP IRA, Simple IRA, Annuities, Variable Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Health Insurance, Income Protection, Informal Business..., IRAs (Traditional and..., Key-Person Insurance, Long Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Social Security, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life, Variable Life, Wellness Programs, Whole Life, Wealth Accumulation
Education
The American College 2012 — 2014
University of Missouri-St. Louis 2002 — 2007
Bachelor of Science in Business Administration
Credit Union Nat'l Association 1996 — 1996
University of Colorado Boulder 1994 — 1995
University of Wisconsin-Madison - School of Business 1991 — 1993
Lindsey Nix's Cornerstone Financial Group Experience February 2004 - March 2005
Job Experienced Office Manager
Industry Construction
Experience
Coldwell Banker RCI Realty of Bozeman, MT May 2013 - Present
King's Crown Family Dental December 2008 - February 2013
Magura Construction, Inc. August 2007 - November 2008
North American Properties April 2006 - July 2007
The Wallace Group April 2005 - March 2006
Cornerstone Financial Group February 2004 - March 2005
Skills
Investment Properties, Real Estate, Residential Homes, Sales
Education
University of Florida 1999 — 2003
Bachelor of Science (BS), Economics
Coldwell Banker RCI Realty of Bozeman, MT May 2013 - Present
King's Crown Family Dental December 2008 - February 2013
Magura Construction, Inc. August 2007 - November 2008
North American Properties April 2006 - July 2007
The Wallace Group April 2005 - March 2006
Cornerstone Financial Group February 2004 - March 2005
Skills
Investment Properties, Real Estate, Residential Homes, Sales
Education
University of Florida 1999 — 2003
Bachelor of Science (BS), Economics
Chris Brauner's Cornerstone Financial Group Experience June 2009 - December 2012
Job Risk Management Advisor at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services November 2014 - Present
BMO Harris Financial Advisors December 2012 - November 2014
Cornerstone Financial Group June 2009 - December 2012
McBride & Son Homes July 2007 - November 2008
Telenomics Group Inc June 2005 - July 2007
Wells Fargo Home Mortgage March 2004 - June 2005
A.G. Edwards & Sons, Inc. May 2000 - March 2004
Education
Rockhurst University 1994 — 1999
Bachelor of Arts, Psychology
CBC High School 1990 — 1994
St. Clare of Assisi
Buckingham Family of Financial Services November 2014 - Present
BMO Harris Financial Advisors December 2012 - November 2014
Cornerstone Financial Group June 2009 - December 2012
McBride & Son Homes July 2007 - November 2008
Telenomics Group Inc June 2005 - July 2007
Wells Fargo Home Mortgage March 2004 - June 2005
A.G. Edwards & Sons, Inc. May 2000 - March 2004
Education
Rockhurst University 1994 — 1999
Bachelor of Arts, Psychology
CBC High School 1990 — 1994
St. Clare of Assisi
Marvin Tick's Cornerstone Financial Group Experience 1999 - 2008
Job Manager, Contracting & Network Development at Dental Health and Wellness
Industry Hospital & Health Care
Experience
Dental Health and Wellness December 2013 - Present
DentaQuest, LLC April 2011 - November 2013
Insurance Strategies LLC November 2008 - April 2011
Cornerstone Financial Group 1999 - 2008
Kelly Food Products, Inc. 1982 - 1996
Skills
Disability Insurance, Long Term Care, Estate Planning, Term Life Insurance, Dental, Team Leadership, Collaborative Problem..., Project Management, Health Care Contracting..., Financial Analysis, Budget and Profit..., Medicare Advantage, Medicaid Managed Care, Marketing, Dentistry, Leadership, Training, Budgets, Life Insurance, Long-term Care, Insurance, Sales, Process Improvement, PPO, Strategic Planning, Team Building, Healthcare, Medicare, Program Management, Management, Managed Care
Education
University of Illinois at Urbana-Champaign 1975 — 1978
MA, Urban Planning and Development
University of Illinois at Urbana-Champaign 1970 — 1974
BA, Business
Dental Health and Wellness December 2013 - Present
DentaQuest, LLC April 2011 - November 2013
Insurance Strategies LLC November 2008 - April 2011
Cornerstone Financial Group 1999 - 2008
Kelly Food Products, Inc. 1982 - 1996
Skills
Disability Insurance, Long Term Care, Estate Planning, Term Life Insurance, Dental, Team Leadership, Collaborative Problem..., Project Management, Health Care Contracting..., Financial Analysis, Budget and Profit..., Medicare Advantage, Medicaid Managed Care, Marketing, Dentistry, Leadership, Training, Budgets, Life Insurance, Long-term Care, Insurance, Sales, Process Improvement, PPO, Strategic Planning, Team Building, Healthcare, Medicare, Program Management, Management, Managed Care
Education
University of Illinois at Urbana-Champaign 1975 — 1978
MA, Urban Planning and Development
University of Illinois at Urbana-Champaign 1970 — 1974
BA, Business
Ashley Fuqua Parker's Cornerstone Financial Group Experience 2008 - 2009
Job Personal Banker at Wells Fargo
Industry Retail
Experience
Wells Fargo December 2012 - Present
Alfred Angelo October 2009 - October 2012
Cornerstone Financial Group 2008 - 2009
EXPRESS 1999 - 2008
Skills
Apparel, Fashion, Styling, Inventory Control, Trend Analysis, New Store Openings, Profit, Merchandise Planning, POS, Marketing, Window Displays, Social Media, Time Management, Event Planning, Leadership, Management, Social Media Marketing, Cashiering, Microsoft Office, Fashion Design
Education
Jacksonville State University 1994 — 1999
History, Political Science
Wells Fargo December 2012 - Present
Alfred Angelo October 2009 - October 2012
Cornerstone Financial Group 2008 - 2009
EXPRESS 1999 - 2008
Skills
Apparel, Fashion, Styling, Inventory Control, Trend Analysis, New Store Openings, Profit, Merchandise Planning, POS, Marketing, Window Displays, Social Media, Time Management, Event Planning, Leadership, Management, Social Media Marketing, Cashiering, Microsoft Office, Fashion Design
Education
Jacksonville State University 1994 — 1999
History, Political Science
Michael Luzenske's Cornerstone Financial Group Experience 2010 - 2010
Job Bedrock Financial Services
Industry Financial Services
Experience
Bedrock Financial Services. March 2014 - Present
V Wealth Managemnt 2010 - August 2013
Cornerstone Financial Group 2010 - 2010
Banc of America Investments December 2005 - December 2009
UMB Financial Services, Inc May 1995 - May 2005
First of America Brokerage Services, Inc 1988 - 1995
Skills
Series 4, 7, 24, 53,..., Wealth Management, Asset Allocation, Management, Separately Managed..., Insurance, Retirement Planning, Sales, Finance, Investments, Leadership, Series 7
Education
University of Illinois at Urbana-Champaign
Bedrock Financial Services. March 2014 - Present
V Wealth Managemnt 2010 - August 2013
Cornerstone Financial Group 2010 - 2010
Banc of America Investments December 2005 - December 2009
UMB Financial Services, Inc May 1995 - May 2005
First of America Brokerage Services, Inc 1988 - 1995
Skills
Series 4, 7, 24, 53,..., Wealth Management, Asset Allocation, Management, Separately Managed..., Insurance, Retirement Planning, Sales, Finance, Investments, Leadership, Series 7
Education
University of Illinois at Urbana-Champaign
Amber-Rose Freitas's Cornerstone Financial Group Experience August 2009 - Present
Job Operations and Business Manager at Cornerstone Financial Group
Industry Financial Services
Experience
Cornerstone Financial Group August 2009 - Present
Laconia Development January 2008 - January 2009
ARP Consulting January 2004 - January 2007
Parker Builders January 1996 - January 2007
Education
Acalanes High School
Diablo Valley College
St. Mary’s University, Twickenham
Bachelor of Science, Business Administration; Financial Services
Cornerstone Financial Group August 2009 - Present
Laconia Development January 2008 - January 2009
ARP Consulting January 2004 - January 2007
Parker Builders January 1996 - January 2007
Education
Acalanes High School
Diablo Valley College
St. Mary’s University, Twickenham
Bachelor of Science, Business Administration; Financial Services
Cindy Downs's Cornerstone Financial Group Experience September 2008 - January 2012
Job Heartland Capital Group, LLC
Industry Consumer Services
Experience
Heartland Capital Group, LLC September 2013 - Present
Cornerstone Financial Group September 2008 - January 2012
Great Plains Financial January 2006 - June 2008
Crary Homes and Real Estate January 1997 - August 2005
Skills
Customer Service, Time Management, Team Building, New Business Development, Negotiation, Creativity, Business Networking, Flexibility, Imagination, Office Administration, Adaptability, Business Story Telling, Advertising, Social Media Marketing, Event Planning, Event Management, Fundraising, Marketing, Teamwork
Education
Central HIgh School 1976 — 1978
Bismarck State College
Human Resources Management/Personnel Administration, General
The University of North Dakota
Special Education and Teaching
Heartland Capital Group, LLC September 2013 - Present
Cornerstone Financial Group September 2008 - January 2012
Great Plains Financial January 2006 - June 2008
Crary Homes and Real Estate January 1997 - August 2005
Skills
Customer Service, Time Management, Team Building, New Business Development, Negotiation, Creativity, Business Networking, Flexibility, Imagination, Office Administration, Adaptability, Business Story Telling, Advertising, Social Media Marketing, Event Planning, Event Management, Fundraising, Marketing, Teamwork
Education
Central HIgh School 1976 — 1978
Bismarck State College
Human Resources Management/Personnel Administration, General
The University of North Dakota
Special Education and Teaching
Chris Camasso's Cornerstone Financial Group Experience January 2006 - April 2009
Job Senior Associate at Whittlesey & Hadley, PC
Industry Accounting
Experience
Whittlesey & Hadley, PC September 2011 - Present
Cornerstone Financial Group January 2006 - April 2009
Skills
Auditing, Bank Reconciliation, Tax Returns, Microsoft Excel, Invoicing, Banking, Financial Audits, Employee Benefits, Preparation, GAAP, Balance Sheet, Accounting, Financial Reporting, ProSystem fx Tax, QuickBooks
Education
The University of Connecticut 2007 — 2011
Bachelor of Science (BS), Accounting
Quinnipiac University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science, Business Administration; Accounting
Whittlesey & Hadley, PC September 2011 - Present
Cornerstone Financial Group January 2006 - April 2009
Skills
Auditing, Bank Reconciliation, Tax Returns, Microsoft Excel, Invoicing, Banking, Financial Audits, Employee Benefits, Preparation, GAAP, Balance Sheet, Accounting, Financial Reporting, ProSystem fx Tax, QuickBooks
Education
The University of Connecticut 2007 — 2011
Bachelor of Science (BS), Accounting
Quinnipiac University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science, Business Administration; Accounting
Carine Smith, CFP's Cornerstone Financial Group Experience October 2003 - August 2004
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2007 - Present
Lincoln Financial Advisors February 2005 - October 2006
MassMutual Financial Group September 2004 - January 2005
Cornerstone Financial Group October 2003 - August 2004
Houston ISD August 1992 - May 1999
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Strategic Planning, New Business Development, Public Speaking, Financial Analysis, High Net Worth...
Education
University of St. Thomas (TX) 2002 — 2003
Certified Financial Planner, Certified Financial Planner
University of Houston 1995 — 1997
Statistics, Class work completed for a master’s degree in measurement and Statistics, emphasis in program evalua
University of Houston 1989 — 1992
Bachelor of Arts (B.A.), Major:French - German, Minor:Secondary Education, Summa Cum Laude
Ecole Superieure Commerciale de Lausanne, Switzerland 1985 — 1988
Maturite de Commerce, Maturite de Commerce
TIAA-CREF November 2007 - Present
Lincoln Financial Advisors February 2005 - October 2006
MassMutual Financial Group September 2004 - January 2005
Cornerstone Financial Group October 2003 - August 2004
Houston ISD August 1992 - May 1999
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Strategic Planning, New Business Development, Public Speaking, Financial Analysis, High Net Worth...
Education
University of St. Thomas (TX) 2002 — 2003
Certified Financial Planner, Certified Financial Planner
University of Houston 1995 — 1997
Statistics, Class work completed for a master’s degree in measurement and Statistics, emphasis in program evalua
University of Houston 1989 — 1992
Bachelor of Arts (B.A.), Major:French - German, Minor:Secondary Education, Summa Cum Laude
Ecole Superieure Commerciale de Lausanne, Switzerland 1985 — 1988
Maturite de Commerce, Maturite de Commerce
Dondie Guess's Cornerstone Financial Group Experience 2006 - Present
Job President at Car City
Industry Automotive
Experience
Cornerstone Financial Group 2006 - Present
Car City June 1990 - Present
Skills
Auto Sales and Finance, Automotive, Sales Management, Strategic Planning, New Business Development, Product Development, Team Building, Continuous Improvement, Purchasing, Marketing Strategy, Business Strategy, Sales, B2B, Sales Process, Customer Satisfaction, Marketing, Strategy, Vehicles
Education
University of Central Arkansas 1980 — 1984
Bachelor of Science (BS)
Cornerstone Financial Group 2006 - Present
Car City June 1990 - Present
Skills
Auto Sales and Finance, Automotive, Sales Management, Strategic Planning, New Business Development, Product Development, Team Building, Continuous Improvement, Purchasing, Marketing Strategy, Business Strategy, Sales, B2B, Sales Process, Customer Satisfaction, Marketing, Strategy, Vehicles
Education
University of Central Arkansas 1980 — 1984
Bachelor of Science (BS)
Sandy Emerick's Cornerstone Financial Group Experience 2004 - 2012
Job Owner
Industry Textiles
Experience
Self-employed March 2013 - Present
Cornerstone Financial Group 2004 - 2012
Education
The University of Akron
Self-employed March 2013 - Present
Cornerstone Financial Group 2004 - 2012
Education
The University of Akron