Cornerstone Financial Partners, Inc

Cornerstone Financial Partners, Inc List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cornerstone Financial Partners, Inc. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Cornerstone Financial Partners, Inc Salaries. You can even request information on how much does Cornerstone Financial Partners, Inc pay if you want to. Learn about salaries, pros and cons of working for Cornerstone Financial Partners, Inc directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

12 Cornerstone Financial Partners, Inc employees in database. Find out everything there's to know about Cornerstone Financial Partners, Inc employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Cornerstone Financial Partners, Inc Employees

Employee
Years
Job
Industry
Terri (Hart) Fiessinger Terri (Hart) Fiessinger Charlotte, North Carolina Area Details
Terri (Hart) Fiessinger's Cornerstone Financial Partners, Inc Experience 2013 - Present
Job COO at Cornerstone Financial Partners, Inc
Industry Accounting
Experience
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

Katie Gilbert, CFP® Katie Gilbert, CFP® Charlotte, North Carolina Area Details
Katie Gilbert, CFP®'s Cornerstone Financial Partners, Inc Experience May 2012 - Present
Job Retirement Plan Specialist at Cornerstone Financial Partners, Inc
Industry Financial Services
Experience
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

David Rotatori, CFP® David Rotatori, CFP® Charlotte, North Carolina Details
David Rotatori, CFP®'s Cornerstone Financial Partners, Inc Experience July 2006 - Present
Job CERTIFIED FINANCIAL PLANNER™ Practitioner
Industry Financial Services
Experience
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

John (JD) Thacker, CFP® John (JD) Thacker, CFP® Charlotte, North Carolina Area Details
John (JD) Thacker, CFP®'s Cornerstone Financial Partners, Inc Experience 2010 - Present
Job CERTIFIED FINANCIAL PLANNER™ “Practitioner” and Wealth Advisor at Cornerstone Financial Partners, Inc
Industry Financial Services
Experience
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

Craig Rubrecht Craig Rubrecht Charlotte, North Carolina Area Details
Craig Rubrecht's Cornerstone Financial Partners, Inc Experience 2003 - Present
Job Senior Partner at Cornerstone Financial Partners, Inc
Industry Financial Services
Experience
Cornerstone Financial Partners, Inc   2003 - Present
Prudential Financial  2000 - 2003
American Express  1996 - 2000

Education
Roanoke College   1991 — 1995
Bachelors, International Relations

Mark Thornburgh Mark Thornburgh Greenville, South Carolina Area Details
Mark Thornburgh's Cornerstone Financial Partners, Inc Experience February 2015 - Present
Job Wealth Advisor at Cornerstone Financial Partners, Inc
Industry Financial Services
Experience
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

Jerett DiMarzio Jerett DiMarzio Cornelius, North Carolina Details
Jerett DiMarzio's Cornerstone Financial Partners, Inc Experience June 2014 - Present
Job Registered Sales and Operations at Cornerstone Financial Partners, Inc
Industry Financial Services
Experience
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

Dane Blask Dane Blask San Jose, California Details
Dane Blask's Cornerstone Financial Partners, Inc Experience August 2015 - Present
Job Senior Sales Associate at Retirement Administration, Inc.
Industry Financial Services
Experience
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

Kelly Pfyffer Kelly Pfyffer Mooresville, North Carolina Details
Kelly Pfyffer's Cornerstone Financial Partners, Inc Experience January 2014 - Present
Job Wealth Manager Associate at Cornerstone Financial Partners, Inc
Industry Investment Management
Experience
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

Kristol Heintz Kristol Heintz Reidsville, North Carolina Details
Kristol Heintz's Cornerstone Financial Partners, Inc Experience October 2013 - Present
Job Operations Manager at Cornerstone Financial Partners, Inc
Industry Financial Services
Experience
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

Andrew Putnam Andrew Putnam Charlotte, North Carolina Area Details
Andrew Putnam's Cornerstone Financial Partners, Inc Experience April 2012 - Present
Job Wealth Advisor at Cornerstone Financial Partners, Inc
Industry Financial Services
Experience
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