Cornerstone Financial Partners LLC

Description

Address: 607 N 1st St, San Jose, CA 95112 Hours: Open ⋅ Closes 5PM Thursday8AM–5PMFriday8AM–5PMSaturday8AM–5PMSunday8AM–5PMMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (408) 286-1888: Website: : : : : : Place name: Category: Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cornerstone Financial Partners, LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Cornerstone Financial Partners LLC Employees

Employee
Years
Job
Industry
Rolando Veloz Rolando Veloz San Jose, California Details
Rolando Veloz's Cornerstone Financial Partners LLC Experience 2008 - 2014
Job Insurance and Financial Professional at Cornerstone Financial Partners, LLC
Industry Insurance
Experience
Filice Insurance Agency  August 2014 - Present
Cornerstone Financial Partners, LLC  2008 - 2014
Veloz Insurance Agency   2005 - 2008
The Principal Financial Group  1999 - 2005

Skills
Insurance Brokerage, Accounting, Multi-disciplinary, Customer Service, Management, Human Resources, Insurance, Sales, Finance, Account Management, Small Business, Fixed Annuities, Retirement Planning, 401k, Retirement, Disability Insurance, Long-term Care, Financial Planners

Education
The American College   2009 — 2013
LUTCF, Advanced Underwriting Studies

De Anza College   1993 — 1996
Associate of Arts (AA), Multi/Interdisciplinary Studies

Heald College   1987 — 1989
Associate of Arts and Sciences (AAS), Accounting and Finance

Amanda Lieble Amanda Lieble Greater Atlanta Area Details
Amanda Lieble's Cornerstone Financial Partners LLC Experience October 2014 - Present
Job Client Relations Associate at Cornerstone Financial Partners, LLC
Industry Information Technology and Services
Experience
Cornerstone Financial Partners, LLC  October 2014 - Present
Carter's OshKosh B'gosh   2012 - 2013
BSecure Online   March 2003 - March 2007
Troy State University  February 2002 - December 2002
Quality Research  April 2000 - January 2001
Keystone Solutions  August 1997 - April 2000

Skills
Administration, Teamwork, Training, Data Entry, Project Management, Access, Team Building, Photoshop, Public Speaking, Budgets, Sales, Event Planning, Marketing, Inventory Management, Leadership, Social Networking, Negotiation, Management, Account Management, Teaching, Event Management, Retail

Education
Western Governors University   2013 — 2015
Bachelor of Science (BS), Business Management, IT

John C Calhoun State Community College   1995 — 1998

Christopher Grogan Christopher Grogan Greater Boston Area Details
Christopher Grogan's Cornerstone Financial Partners LLC Experience May 2013 - December 2014
Job Portfolio Analyst at Boston Advisors, LLC
Industry Investment Management
Experience
Boston Advisors, LLC  December 2014 - Present
Cornerstone Financial Partners LLC   May 2013 - December 2014
Raymond James Financial Services  May 2012 - December 2014
Cornerstone Financial Partners LLC   May 2012 - May 2013
State Street Corporation  June 2011 - August 2011

Education
Level III Candidate in the CFA Program

College for Financial Planning
Accredited Wealth Management Advisor

Gordon College   2008 — 2012
Bachelor's, Finance, Economics

Greg Miner, CFP® Greg Miner, CFP® Greater Boston Area Details
Greg Miner, CFP®'s Cornerstone Financial Partners LLC Experience July 2014 - Present
Job SVP, Portfolio Manager at Cornerstone Financial Partners LLC
Industry Investment Management
Experience
Raymond James Financial Services  November 2005 - Present
Cornerstone Financial Partners LLC   July 2014 - Present
Cornerstone Financial Partners LLC   July 2011 - July 2014
Danversbank  November 2005 - June 2011

Education
University of New Hampshire - Whittemore School of Business and Economics
B.S., Business Administration - Finance Concentration

Nick Harvey Nick Harvey Washington D.C. Metro Area Details
Nick Harvey's Cornerstone Financial Partners LLC Experience June 2009 - January 2011
Job Director of Sales at Metalogix Software
Industry Computer Software
Experience
Metalogix Software  January 2015 - Present
Metalogix Software  August 2013 - January 2015
Axceler (Acquired by Metalogix)   June 2013 - July 2013
Axceler  June 2012 - June 2013
Axceler  January 2012 - June 2012
Axceler  January 2011 - December 2011
Cornerstone Financial Partners, LLC  June 2009 - January 2011
Chesapeake Financial Group   June 2008 - June 2009

Skills
SharePoint, Salesforce.com, Direct Sales, Business Analysis, Training, Project Management, Cloud Computing, System Administration, Enterprise Software, Management, Gymnastics, CRM, Sales, Windows, Leadership, Microsoft Office, Account Management, Requirements Analysis, Pre-sales, Microsoft Technologies, Business Intelligence, Security, Networking, Lead Generation, Document Management, Vendor Management, SaaS, Information Technology, SharePoint Designer, InfoPath, Consulting, Solution Selling, Professional Services, Strategy, Business Development, Analysis, Sales Operations

Education
University of Maryland Baltimore County
B.S., Financial Economics

Scott Vlahon Scott Vlahon San Francisco Bay Area Details
Scott Vlahon's Cornerstone Financial Partners LLC Experience October 2011 - Present
Job Financial Services Professional: Cornerstone Financial Partners/Bulman Wealth Group/Wealth Beyond Wall Street Group
Industry Financial Services
Experience
Cornerstone Financial Partners, LLC  October 2011 - Present
Capital Preservation Services   February 2009 - September 2011
WLBT  July 2006 - December 2008

Skills
Life Insurance, Disability Insurance, Fixed Annuities, Retirement, Retirement Planning, Wealth Accumulation, Asset Protection, Insurance, 401k, Wealth, Wealth Preservation, Finance, Money, Long-term Care, Social Media

Education
Central Michigan University   1998 — 2002
BAA, Broadcast & Cinematic Arts

Amy Stark Amy Stark Washington D.C. Metro Area Details
Amy Stark's Cornerstone Financial Partners LLC Experience 2001 - 2004
Job Marketing Manager at Councilor, Buchanan & Mitchell, PC (CBM) CPAs and Business Advisors
Industry Marketing and Advertising
Experience
Councilor, Buchanan & Mitchell, PC (CBM) - CPAs and Business Advisors   November 2012 - Present
Full Sail University  October 2011 - January 2012
KMI Media Group  January 2008 - April 2011
The Creig Northrop Team of Long & Foster Real Estate, Inc   2005 - 2007
Cornerstone Financial Partners, LLC  2001 - 2004

Skills
Online Advertising, Marketing, Online Marketing, Marketing Communications, Advertising, Project Management, Lead Generation, Event Planning, Newsletters, Web Development, Corporate Branding, Email Marketing, Social Media Marketing, Joomla, Social Media, Leadership, Google Analytics, Market Planning, Market Research, New Media Marketing, Public Relations, Management, Digital Marketing, SEO, Web Navigation, Integrated Marketing, Employee Training, Web Analytics, Sales, Content Management, Facebook, Copywriting, Digital Media, Project Managment, Training & Development, WordPress, Print Advertising, Branding & Identity, Search Engine..., Marketing Strategy, Strategy, Website Development, Twitter, Direct Mail, Web Marketing, CMS, Digital Strategy, New Business Development, Social Networking, Blogging

Education
Full Sail University   2011 — 2012
Master of Science (MS), Internet Marketing

University of Maryland University College
Bachelor of Science (BS), Business & Management

Montgomery College
Associate of Arts, AA, Business Administration

Rockville High School
High School Diploma, General Studies

Dominic Perez Dominic Perez San Francisco Bay Area Details
Dominic Perez's Cornerstone Financial Partners LLC Experience March 2012 - Present
Job Financial Services at Cornerstone Financial Partners LLC.
Industry Financial Services
Experience
Cornerstone Financial Partners LLC.  March 2012 - Present
Cisco Systems  January 2007 - August 2007
US Navy  August 2002 - August 2006

Skills
Fixed Annuities, Retirement, Retirement Planning, Disability Insurance, Life Insurance, 401k, Insurance, Wealth, Mutual Funds, IRAs, Strategic Financial..., Investments, Long-term Care, Roth IRA, 401k Rollovers, Dental Insurance, Health Insurance, Long Term Care Insurance, Series 63, Securities

Education
San Diego Mesa College   2004 — 2006

Sofia Panero Sofia Panero Boston, Massachusetts Details
Sofia Panero's Cornerstone Financial Partners LLC Experience June 2011 - August 2011
Job Account Coordinator at The Harbour Group
Industry International Affairs
Experience
The Harbour Group  August 2015 - Present
African Education Program (AEP)   May 2008 - Present
The Harbour Group  June 2014 - August 2014
American Islamic Congress  September 2013 - December 2013
Amos’ Youth Centre   July 2012 - August 2012
Cornerstone Financial Partners, LLC  June 2011 - August 2011

Skills
Research, Microsoft Office

Education
Boston University   2011 — 2015
B.A., International Relations

Boğaziçi University   2014 — 2014
Study Abroad, Political Science and International Relations

James Tusoch James Tusoch Cleveland, Ohio Details
James Tusoch's Cornerstone Financial Partners LLC Experience March 2014 - Present
Job Cornerstone Financial Partners
Industry Financial Services
Experience
Cornerstone Financial Partners, LLC  March 2014 - Present
Warrensville Heights Area Chamber of Commerce   2014 - 2015
JP Morgan Chase  2011 - 2014
Classic Auto Group  2009 - 2011
Sunbelt Services Inc.   2006 - 2008

Skills
Credit, Sales, Commercial Banking, Loans, Banking, Portfolio Management, Investments, Relationship Management, Fixed Income, Wealth Management, Retirement Planning, Public Speaking, PowerPoint, Customer Service, Marketing Strategy, Leadership, Marketing, Strategic Planning, Microsoft Office, Team Building, Management

Education
Ursuline College   2009 — 2011
Bachelor's degree, Business Management

Lakeland Community College   2004 — 2009
Associates, Marketing