Cornerstone Financial Partners, Inc
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Cornerstone Financial Partners, Inc Employees
Cornerstone Financial Partners, Inc 2013 - Present
Carolina Springs AutoSpa 2000 - Present
Scale Finance 2010 - 2013
Westport Marina 2000 - 2013
Solectron 1992 - 1995
Education
North Carolina State University - College of Management 1987 — 1992
BA, Accounting
Cornerstone Financial Partners, Inc May 2012 - Present
First Financial Resources January 2010 - May 2012
First Financial Resources August 2008 - January 2010
Vining Sparks, IBG July 2004 - July 2008
Skills
Strategic Financial..., Investments, Risk Management, Fixed Income, Banking, Securities, Wealth Management, Finance, Asset Allocation, Mutual Funds, Investment Strategies, Microsoft Excel, Financial Advisory, Sales, Customer Service, PowerPoint, Series 7, Trading, 401k, Series 63, Retirement Planning
Education
North Carolina State University 2004 — 2008
Bachelor of Science, Business Management - Finance; Minor in Accounting
Queens University of Charlotte 2011 — 2013
Certified Financial Planner Program, Finance, General
Myers Park
Cornerstone Financial Partners, Inc July 2006 - Present
Morgan Stanley 2005 - 2006
Skills
Wealth Management, Financial Advisory, Series 7, Certified Financial..., Retirement Planning, Investment Advisory, Life, Finance, Investments, Management, Risk Management, Strategic Financial...
Education
Queens University of Charlotte 2011 — 2012
Certified Financial Planner, Finance, General
Emory University - Goizueta Business School 2004 — 2008
Bachelors, Business Administration & Finance
Cornerstone Financial Partners, Inc 2010 - Present
The Vanguard Group June 2008 - July 2010
Education
Appalachian State University 2005 — 2008
Finance & Banking
Lenoir-Rhyne College 2003 — 2005
Cornerstone Financial Partners, Inc 2003 - Present
Prudential Financial 2000 - 2003
American Express 1996 - 2000
Education
Roanoke College 1991 — 1995
Bachelors, International Relations
Cornerstone Financial Partners, Inc February 2015 - Present
CertusWealth May 2012 - February 2015
Rotary Club of Greenville Evening January 2009 - December 2013
Rotary Club of Greenville Evening July 2012 - June 2013
Morgan Stanley Smith Barney November 2008 - May 2012
Rockwell Automation June 1998 - October 2008
Rockwell Automation January 1992 - May 1998
Purdue University June 1989 - December 1991
Education
Purdue University 1988 — 1991
BSEET, Electrical Engineering and Technology
Rogers High School 1972 — 1976
College Preparatory, Social Sciences
Cornerstone Financial Partners, Inc June 2014 - Present
Bank of America October 2005 - June 2014
Skills
Management, Sales, Customer Service, Finance, Banking, Risk Management, Strategic Planning, Leadership, Loans, Credit, Series 7, series 66, Retail Banking, Portfolio Management, Wealth Management, Financial Risk, Financial Services, Life & Health Insurance..., Long-term Care
Education
Kent State University 2001 — 2005
BA, Pre-Law Criminal Justice and Psychology
Retirement Administration, Inc. September 2015 - Present
Cornerstone Financial Partners, Inc August 2015 - Present
Polycomp Administrative Services, Inc. January 2015 - April 2015
The Blue Book Building & Construction Network October 2009 - December 2013
Associated Pension Consultants October 2001 - April 2006
US Navy January 1992 - January 1996
Skills
Retirement Plan..., Qualified Retirement..., Defined Contribution, 401k, Profit Sharing, Pensions, Defined Benefit, ERISA, Retirement Planning, Employee Benefits, New Business Development, Customer Service, Benefits Administration, Business Development, Sales, Succession Planning, Accounting, Consulting, Team Building, Microsoft Word
Education
Le Cordon Bleu College of Culinary Arts-Pasadena 2007 — 2008
Professional Culinary Arts, Culinary Arts/Chef Training
San Diego State University-California State University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Marketing
Cornerstone Financial Partners, Inc January 2014 - Present
Fenwick Foods Corporation dba Prosciutto's Pizzeria & Pub November 2005 - Present
C.F. Parks and Co. Inc. June 2012 - January 2013
Ballentine, Finn & Co. October 1999 - November 2002
Independence Fixed Income Associates (a wholly owned subsidiary of John Hancock Mutual Life) February 1997 - April 1999
Skills
Investments, Portfolio Management, Management, Mutual Funds, Analysis, Budgets, Financial Analysis, Microsoft Excel, Sales, Project Management, Account Reconciliation, Strategy, Customer Service, Securities, Asset Allocation, Finance
Education
University of Maryland College Park 1988 — 1992
BS, Double Major Finance & Marketing
Cornerstone Financial Partners, Inc October 2013 - Present
Liberty Tax Service January 2010 - Present
Skills
Image Manipulation, Catalogs, QuarkXPress, Photoshop, Stationery, Packaging, Book Covers, Vector Illustration, Digital Illustration, Pre-press, Mac, Letterhead, Postcards, Creative Direction, Dreamweaver, Photography, Adobe Acrobat, Advertising, Flash, Annual Reports
Education
Northeast
Rockingham Community College
Accounting and Finance
Cornerstone Financial Partners, Inc April 2012 - Present
Cornerstone Financial Partners, Inc 2011 - April 2012
Prestige Building Company 2006 - 2008
Education
Appalachian State University 2004 — 2008
Bachelors, Business Management