Cornerstone Financial Partners LLC
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
Cornerstone Financial Partners LLC 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 LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Cornerstone Financial Partners LLC Employees
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
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
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
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
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
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
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
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
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
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