Cornerstone Financial Services
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Cornerstone Financial Services Employees
Employee
Years
Job
Industry
Philip Vermeer Philip Vermeer's Cornerstone Financial Services Experience August 2004 - August 2006
Job Underwriting Specialist at National Indemnity Company
Industry Internet
Experience
National Indemnity Company February 2014 - Present
Runza Restaurants August 2002 - March 2014
Cornerstone Financial Services August 2004 - August 2006
Education
University of Nebraska-Lincoln 2009 — 2013
Bachelor of Science (B.S.), Actuarial Science, Major GPA 3.552/4.000Cumulative GPA 3.275/4.000
Southeast Community College 1998 — 2000
Associate of Applied Science, Computer Aided Drafting and Design, Cumulative GPA 3.6/4.0
National Indemnity Company February 2014 - Present
Runza Restaurants August 2002 - March 2014
Cornerstone Financial Services August 2004 - August 2006
Education
University of Nebraska-Lincoln 2009 — 2013
Bachelor of Science (B.S.), Actuarial Science, Major GPA 3.552/4.000Cumulative GPA 3.275/4.000
Southeast Community College 1998 — 2000
Associate of Applied Science, Computer Aided Drafting and Design, Cumulative GPA 3.6/4.0
Timmerle Kelly Timmerle Kelly's Cornerstone Financial Services Experience April 2010 - August 2013
Job Small Business/Nonprofit Financial Consulting
Industry Professional Training & Coaching
Experience
City of Van Alstyne, TX May 2014 - Present
Volunteer - Economic Development Corporation Board of Directors December 2012 - Present
Nouveaute', LLC January 2010 - Present
Cornerstone Financial Services April 2010 - August 2013
Freedom Kingdom Enterprises April 1999 - March 2010
Skills
Small Business, Start-ups, Nonprofits, Public Speaking, Strategic Planning, Leadership, Leadership Development, Fundraising, Team Building, Customer Service, Financial Analysis, Microsoft Office, Budgets, Financial Advisory, Community Outreach, Strategic Financial..., Teaching, Volunteer Management, Research, Estate Planning, Coaching, Risk Management, Government, Corporate Governance
Education
California State University-Long Beach 1976 — 1979
B. A. Social Work, Social Work
City of Van Alstyne, TX May 2014 - Present
Volunteer - Economic Development Corporation Board of Directors December 2012 - Present
Nouveaute', LLC January 2010 - Present
Cornerstone Financial Services April 2010 - August 2013
Freedom Kingdom Enterprises April 1999 - March 2010
Skills
Small Business, Start-ups, Nonprofits, Public Speaking, Strategic Planning, Leadership, Leadership Development, Fundraising, Team Building, Customer Service, Financial Analysis, Microsoft Office, Budgets, Financial Advisory, Community Outreach, Strategic Financial..., Teaching, Volunteer Management, Research, Estate Planning, Coaching, Risk Management, Government, Corporate Governance
Education
California State University-Long Beach 1976 — 1979
B. A. Social Work, Social Work
Joseph Choi Joseph Choi's Cornerstone Financial Services Experience November 2002 - May 2003
Job President, CEO at richfunding.com, Inc.
Industry Banking
Experience
richfunding.com, Inc. November 1998 - Present
Hana Small Business Lending, Inc. January 2013 - June 2013
Commerce Bank of Temecula Valley August 2007 - September 2008
Mission Oaks National Bank October 2006 - September 2007
California Bank & Trust May 2004 - November 2006
Uniti Bank February 2006 - September 2006
Union Bank of California May 2003 - May 2004
Cornerstone Financial Services November 2002 - May 2003
Pacific Crest Bank July 2001 - October 2002
Wells Fargo Bank May 1998 - July 2001
Skills
Small Business Lending, Commercial Mortgages, Commercial Real Estate, Sales, Commercial Lending, Asset Based Lending, Loans, Portfolio Management, Commercial Banking, Credit Analysis, Investments, Real Estate Economics, Loan Origination, Credit, Real Estate Financing, Asset Managment, Capital Markets, Finance, Banking, Mortgage Lending, Funding, Private Equity, Refinance, Mergers & Acquisitions, Underwriting, Asset Management, Structured Finance
Education
University of California, Los Angeles 2007 — 2007
Certificate, Managerial Business of Entreprenuer
University of California, Irvine 1983 — 1988
BA, Fine Arts
richfunding.com, Inc. November 1998 - Present
Hana Small Business Lending, Inc. January 2013 - June 2013
Commerce Bank of Temecula Valley August 2007 - September 2008
Mission Oaks National Bank October 2006 - September 2007
California Bank & Trust May 2004 - November 2006
Uniti Bank February 2006 - September 2006
Union Bank of California May 2003 - May 2004
Cornerstone Financial Services November 2002 - May 2003
Pacific Crest Bank July 2001 - October 2002
Wells Fargo Bank May 1998 - July 2001
Skills
Small Business Lending, Commercial Mortgages, Commercial Real Estate, Sales, Commercial Lending, Asset Based Lending, Loans, Portfolio Management, Commercial Banking, Credit Analysis, Investments, Real Estate Economics, Loan Origination, Credit, Real Estate Financing, Asset Managment, Capital Markets, Finance, Banking, Mortgage Lending, Funding, Private Equity, Refinance, Mergers & Acquisitions, Underwriting, Asset Management, Structured Finance
Education
University of California, Los Angeles 2007 — 2007
Certificate, Managerial Business of Entreprenuer
University of California, Irvine 1983 — 1988
BA, Fine Arts
Gerry Norris Gerry Norris's Cornerstone Financial Services Experience July 2010 - December 2010
Job Assistant Manager at XPO Logistics, Inc.
Industry Staffing and Recruiting
Experience
NA November 2014 - Present
3PD, Inc. July 2012 - June 2014
Amerifleet Transportation September 2011 - May 2012
Spherion January 2011 - September 2011
Ashworth University 2010 - 2011
Cornerstone Financial Services July 2010 - December 2010
Packers Sanitation Services Inc March 2010 - July 2010
KBR February 2009 - September 2009
Renaissance Hotel International May 2008 - September 2008
Country Inn & Suites February 2006 - March 2008
Skills
Microsoft Word, Applicant Tracking..., Microsoft Office, Sales Management, Team Building, Recruiting, Training, Sales, New Business Development, Cold Calling, Human Resources, Microsoft Excel, Management, Customer Service, Account Management, Inventory Management, Call Centers, Time Management, Leadership
Education
Rowe University 1995 — 1996
Certificate, Sales Management
South Bay Business College 1984 — 1984
Incomplete, Computerized Bookeeping, B
Cameron University 1980 — 1980
Incomplete, Band & Private Percussion Lessons
NA November 2014 - Present
3PD, Inc. July 2012 - June 2014
Amerifleet Transportation September 2011 - May 2012
Spherion January 2011 - September 2011
Ashworth University 2010 - 2011
Cornerstone Financial Services July 2010 - December 2010
Packers Sanitation Services Inc March 2010 - July 2010
KBR February 2009 - September 2009
Renaissance Hotel International May 2008 - September 2008
Country Inn & Suites February 2006 - March 2008
Skills
Microsoft Word, Applicant Tracking..., Microsoft Office, Sales Management, Team Building, Recruiting, Training, Sales, New Business Development, Cold Calling, Human Resources, Microsoft Excel, Management, Customer Service, Account Management, Inventory Management, Call Centers, Time Management, Leadership
Education
Rowe University 1995 — 1996
Certificate, Sales Management
South Bay Business College 1984 — 1984
Incomplete, Computerized Bookeeping, B
Cameron University 1980 — 1980
Incomplete, Band & Private Percussion Lessons
Jake Lewis Jake Lewis's Cornerstone Financial Services Experience August 2008 - January 2010
Job Sr. Financial Analyst at Valerus
Industry Oil & Energy
Experience
Valerus Field Solutions, LP May 2013 - Present
Ultradent do Brasil Produtos Odontológicos Ltda. January 2011 - May 2012
Ultradent Products, Inc. February 2010 - January 2011
Cornerstone Financial Services August 2008 - January 2010
HS Capital LLC June 2007 - December 2008
NACT Solutions, LLC 2005 - 2006
Texas Instruments July 2005 - December 2005
Education
Brigham Young University 2012 — 2014
Master of Business Administration (MBA), Finance
Utah State University 2000 — 2006
B.A., Accounting
Valerus Field Solutions, LP May 2013 - Present
Ultradent do Brasil Produtos Odontológicos Ltda. January 2011 - May 2012
Ultradent Products, Inc. February 2010 - January 2011
Cornerstone Financial Services August 2008 - January 2010
HS Capital LLC June 2007 - December 2008
NACT Solutions, LLC 2005 - 2006
Texas Instruments July 2005 - December 2005
Education
Brigham Young University 2012 — 2014
Master of Business Administration (MBA), Finance
Utah State University 2000 — 2006
B.A., Accounting
Cheryl Crawford Cheryl Crawford's Cornerstone Financial Services Experience January 2014 - Present
Job Cornerstone Financial Services
Industry Financial Services
Experience
Cornerstone Financial Services January 2014 - Present
M&O Systems, Inc. August 2005 - September 2012
Park Avenue Securiities 1998 - 2003
The Guardian Life Insurance Company of America 1987 - 1998
Skills
Business Analysis, Business Intelligence, Business Process..., Software Implementation, Agile & Waterfall..., Implementation..., Project Plans, Social Security, Financial Planning, Annuity Sales, Life Insurance
Education
The Wharton School, University of Pennsylvania 1977 — 1979
Master of Business Administration (MBA), Decision Sciences
University of Michigan 1973 — 1977
Bachelor of Business Administration (BBA), Accounting
Shaker Heights High School
Cornerstone Financial Services January 2014 - Present
M&O Systems, Inc. August 2005 - September 2012
Park Avenue Securiities 1998 - 2003
The Guardian Life Insurance Company of America 1987 - 1998
Skills
Business Analysis, Business Intelligence, Business Process..., Software Implementation, Agile & Waterfall..., Implementation..., Project Plans, Social Security, Financial Planning, Annuity Sales, Life Insurance
Education
The Wharton School, University of Pennsylvania 1977 — 1979
Master of Business Administration (MBA), Decision Sciences
University of Michigan 1973 — 1977
Bachelor of Business Administration (BBA), Accounting
Shaker Heights High School
Julia Peek Julia Peek's Cornerstone Financial Services Experience 1989 - 1990
Job AVAYA , Fullfillment Specialist
Industry Telecommunications
Experience
Avaya January 2012 - Present
Nortel/Avaya 2004 - 2010
Nortel 2004 - 2009
Nortel 2001 - 2006
Nortel 1999 - 2001
Nortel 1996 - 1999
Qualex 1991 - 1995
Cornerstone Financial Services 1989 - 1990
Northern Telecom 1987 - 1989
Central Intelligence Agency 1982 - 1986
Skills
VoIP, Telecommunications, Managed Services, Cross-functional Team..., CRM, Management, Strategy, Business Development, Project Management, Leadership, Unified Communications, Business Analysis, Training, Change Management, Channel Partners, Avaya, GSM, Program Management, Wireless, Software Documentation, IP, Integration, Telephony
Education
Meredith College 1988 — 1988
Liberal Arts
George Mason University 1977 — 1978
Liberal Arts
Avaya January 2012 - Present
Nortel/Avaya 2004 - 2010
Nortel 2004 - 2009
Nortel 2001 - 2006
Nortel 1999 - 2001
Nortel 1996 - 1999
Qualex 1991 - 1995
Cornerstone Financial Services 1989 - 1990
Northern Telecom 1987 - 1989
Central Intelligence Agency 1982 - 1986
Skills
VoIP, Telecommunications, Managed Services, Cross-functional Team..., CRM, Management, Strategy, Business Development, Project Management, Leadership, Unified Communications, Business Analysis, Training, Change Management, Channel Partners, Avaya, GSM, Program Management, Wireless, Software Documentation, IP, Integration, Telephony
Education
Meredith College 1988 — 1988
Liberal Arts
George Mason University 1977 — 1978
Liberal Arts
Terence Kestranek's Cornerstone Financial Services Experience August 2015 - September 2015
Job Mortgage Loan Coordinator at First Option
Industry Financial Services
Experience
First Option Mortgage September 2015 - Present
Restaurant September 2015 - September 2015
Cornerstone Financial Services August 2015 - September 2015
Signing Solutions, LLC July 2015 - August 2015
Signing Solutions, LLC April 2015 - July 2015
Signing Solutions, LLC April 2015 - April 2015
Signing Solutions, LLC March 2015 - April 2015
$ CONTINENTAL CAPITAL ADVANCE $ July 2014 - April 2015
Signing Solutions, LLC February 2015 - March 2015
State Farm October 2014 - January 2015
Skills
Loans, Sales, Debt Consolidation, Leadership, International Relations, Entrepreneurship, Finance, Management, Marketing, Mortgage Lending, Refinance, Staff Development, Training, Analysis, Banking, Credit, Investment Properties, Time Management, Program Management, Operations Management, Customer Service, Cold Calling, Mortgage Banking, Financial Analysis, Mergers & Acquisitions, Business Development, Financial Services, Negotiation, Project Management, Marketing Strategy, Strategic Planning, Business Strategy, Team Building, Teamwork, Team Leadership, Strategy, Social Media Marketing, Business, Microsoft Office, Microsoft Excel, CRM, Consulting, Problem Solving, Executive Management
Education
Kennesaw State University - Michael J. Coles College of Business 2003 — 2010
Bachelor's Business Administration, Management, 3.4 Cumulative, 3.75 Major
First Option Mortgage September 2015 - Present
Restaurant September 2015 - September 2015
Cornerstone Financial Services August 2015 - September 2015
Signing Solutions, LLC July 2015 - August 2015
Signing Solutions, LLC April 2015 - July 2015
Signing Solutions, LLC April 2015 - April 2015
Signing Solutions, LLC March 2015 - April 2015
$ CONTINENTAL CAPITAL ADVANCE $ July 2014 - April 2015
Signing Solutions, LLC February 2015 - March 2015
State Farm October 2014 - January 2015
Skills
Loans, Sales, Debt Consolidation, Leadership, International Relations, Entrepreneurship, Finance, Management, Marketing, Mortgage Lending, Refinance, Staff Development, Training, Analysis, Banking, Credit, Investment Properties, Time Management, Program Management, Operations Management, Customer Service, Cold Calling, Mortgage Banking, Financial Analysis, Mergers & Acquisitions, Business Development, Financial Services, Negotiation, Project Management, Marketing Strategy, Strategic Planning, Business Strategy, Team Building, Teamwork, Team Leadership, Strategy, Social Media Marketing, Business, Microsoft Office, Microsoft Excel, CRM, Consulting, Problem Solving, Executive Management
Education
Kennesaw State University - Michael J. Coles College of Business 2003 — 2010
Bachelor's Business Administration, Management, 3.4 Cumulative, 3.75 Major
Nikki Stephens, MAL's Cornerstone Financial Services Experience September 2015 - Present
Job Commercial Loan Officer
Industry Banking
Experience
Cornerstone Financial Services September 2015 - Present
HTL-Strefa, Inc. June 2013 - March 2015
HTL-Strefa Inc. June 2010 - June 2013
KeHE Distributors Inc July 2009 - June 2010
Insuranti November 2008 - December 2009
ITW Paslode 1998 - 2008
Skills
Customer Service, Management, Leadership, Logistics, Access, Training, Team Building, Sales, Strategic Planning, Time Management, Inventory Management, Process Improvement, Purchasing, Microsoft Office, Analysis, Project Management, Team Leadership, Production Planning, IT Hardware Support, Internal Audit, PowerPoint, SAP, Dreamweaver, HTML, AS400, DANCIK, SQL, Visual Basic, Warehouse Management..., Certified First Aid and..., QuickBooks, MRP Systems, PeopleSoft payroll, Microsoft Outlook, Lotus Notes, IRMS, Fishbowl Inventory, APICS S&OP, Ariba Network, Procurement, Data Storage..., Kronos Timekeeping, RF Troubleshooting, RF Scanners, RF Systems, Microsoft Excel, Effective Communication, Conflict Resolution, Suggestive Selling
Education
Shorter University 2012 — 2013
Master of Arts (M.A.), Leadership, 3.90
Southern Polytechnic State University 1999 — 2004
Bachelors of Science, Management/minor Management Information Systems
Floyd College 1992 — 1996
Associates of Applied Science, Business
Albany State University 1991 — 1991
Secondary Education and Teaching, 4.0
Cornerstone Financial Services September 2015 - Present
HTL-Strefa, Inc. June 2013 - March 2015
HTL-Strefa Inc. June 2010 - June 2013
KeHE Distributors Inc July 2009 - June 2010
Insuranti November 2008 - December 2009
ITW Paslode 1998 - 2008
Skills
Customer Service, Management, Leadership, Logistics, Access, Training, Team Building, Sales, Strategic Planning, Time Management, Inventory Management, Process Improvement, Purchasing, Microsoft Office, Analysis, Project Management, Team Leadership, Production Planning, IT Hardware Support, Internal Audit, PowerPoint, SAP, Dreamweaver, HTML, AS400, DANCIK, SQL, Visual Basic, Warehouse Management..., Certified First Aid and..., QuickBooks, MRP Systems, PeopleSoft payroll, Microsoft Outlook, Lotus Notes, IRMS, Fishbowl Inventory, APICS S&OP, Ariba Network, Procurement, Data Storage..., Kronos Timekeeping, RF Troubleshooting, RF Scanners, RF Systems, Microsoft Excel, Effective Communication, Conflict Resolution, Suggestive Selling
Education
Shorter University 2012 — 2013
Master of Arts (M.A.), Leadership, 3.90
Southern Polytechnic State University 1999 — 2004
Bachelors of Science, Management/minor Management Information Systems
Floyd College 1992 — 1996
Associates of Applied Science, Business
Albany State University 1991 — 1991
Secondary Education and Teaching, 4.0
David Guenette, Jr.'s Cornerstone Financial Services Experience 2000 - 2011
Job Educator & Trainer
Industry Insurance
Experience
President/CEO DRG Insurance & Financial Services, Inc. May 2011 - Present
Cornerstone Financial Services 2000 - 2011
John Hancock Financial Services 1998 - 2000
Skills
Retirement Planning, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Qualified Retirement..., Universal Life, Charitable Gift..., Life Insurance with..., Retirement Educator, Marketing, Financial Services, Small Business, Estate Tax Planning, IRAs, 401k, 401k Rollovers, Strategic Financial..., Indexed Universal Life
Education
Florida Atlantic University 1993 — 1997
Bachelor's Degree, Finance, General
President/CEO DRG Insurance & Financial Services, Inc. May 2011 - Present
Cornerstone Financial Services 2000 - 2011
John Hancock Financial Services 1998 - 2000
Skills
Retirement Planning, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Qualified Retirement..., Universal Life, Charitable Gift..., Life Insurance with..., Retirement Educator, Marketing, Financial Services, Small Business, Estate Tax Planning, IRAs, 401k, 401k Rollovers, Strategic Financial..., Indexed Universal Life
Education
Florida Atlantic University 1993 — 1997
Bachelor's Degree, Finance, General
Greg Brewer's Cornerstone Financial Services Experience April 2011 - Present
Job Vice President/Investment Advisor at Cornerstone Financial Services
Industry Financial Services
Experience
Cornerstone Financial Services April 2011 - Present
John Hancock Financial Network September 2009 - April 2011
Allstate Financial September 2007 - September 2009
Nationwide Financial June 2005 - September 2007
UBS 2003 - 2005
Warren Central High School 1996 - 2003
Skills
Problem Solving, Goal Development, Financial Planning, Strategic Financial..., Investments, Retirement, Estate Planning, IRAs, Long-term Care, Investment Strategies, Wealth, Financial Services, Alternative Investments, Series 7, Wealth Accumulation, Finance, 401k
Education
Indiana University Bloomington 1992 — 1996
BS, Public Affairs
Greenfield Central High School 1988 — 1992
Cornerstone Financial Services April 2011 - Present
John Hancock Financial Network September 2009 - April 2011
Allstate Financial September 2007 - September 2009
Nationwide Financial June 2005 - September 2007
UBS 2003 - 2005
Warren Central High School 1996 - 2003
Skills
Problem Solving, Goal Development, Financial Planning, Strategic Financial..., Investments, Retirement, Estate Planning, IRAs, Long-term Care, Investment Strategies, Wealth, Financial Services, Alternative Investments, Series 7, Wealth Accumulation, Finance, 401k
Education
Indiana University Bloomington 1992 — 1996
BS, Public Affairs
Greenfield Central High School 1988 — 1992
Ishmael Laryea's Cornerstone Financial Services Experience 2000 - 2006
Job CEO at IBL Group LLC
Industry Investment Management
Experience
IBL Group LLC PartnerClean Energy LtdFebruary 2007 - Present
Cornerstone Financial Services 2000 - 2006
Education
Jackson State University
IBL Group LLC PartnerClean Energy LtdFebruary 2007 - Present
Cornerstone Financial Services 2000 - 2006
Education
Jackson State University
James J. Kharas III's Cornerstone Financial Services Experience Business Consultant and Financial Services ProfessionalGoSmallBiz.comDecember 2010 - Present
Job Business Consultant and Financial Services Professional at GoSmallBiz.com
Industry Financial Services
Experience
Cornerstone Financial Services Business Consultant and Financial Services ProfessionalGoSmallBiz.comDecember 2010 - Present
Skills
Marketing, Customer Service, Small Business, Insurance, Sales Management, Sales, Leadership, Management, Enterprise Software, Financial Services, Negotiation, Marketing Strategy, Strategic Planning
Education
University of Nevada-Las Vegas 1973 — 1975
Bachelor of Business Administration (B.B.A.) and Bachelor of Science Hotel Administration, Business Administration and Hotel Management.
London Chamber of Commerce, London, England 1966 — 1969
Accounting/Book-Keeping (Higher)
Cornerstone Financial Services Business Consultant and Financial Services ProfessionalGoSmallBiz.comDecember 2010 - Present
Skills
Marketing, Customer Service, Small Business, Insurance, Sales Management, Sales, Leadership, Management, Enterprise Software, Financial Services, Negotiation, Marketing Strategy, Strategic Planning
Education
University of Nevada-Las Vegas 1973 — 1975
Bachelor of Business Administration (B.B.A.) and Bachelor of Science Hotel Administration, Business Administration and Hotel Management.
London Chamber of Commerce, London, England 1966 — 1969
Accounting/Book-Keeping (Higher)
Patrice R. Conner's Cornerstone Financial Services Experience September 2001 - July 2008
Job Manager of Collections at PACCAR Financial Corporation, Inc.
Industry Automotive
Experience
PACCAR Financial Corporation, Inc. April 2015 - Present
PACCAR Financial Corporation, Inc. September 2012 - Present
PACCAR Financial Corp November 2010 - October 2012
PACCAR July 2008 - January 2011
CornerStone Financial Services September 2001 - July 2008
National Community Investment Fund January 1999 - September 2001
GE Capital, Auto Financial Services April 1997 - December 1998
Harris Bank May 1995 - April 1997
Nationsbank 1989 - 1995
Skills
Sarbanes-Oxley Act, Internal Controls, Portfolio Management, Accounting, Six Sigma, Banking, Financial Analysis, Leadership, Finance, Loans, Due Diligence, Auditing, Internal Audit, Management, Professional Experience, Budgets, Cash Management, Analysis, Financial Risk, General Ledger, Lean Manufacturing, Investments, Financial Services, Forecasting, Process Improvement, Financial Statements, CPA
Education
Clark Atlanta University
BA, Accounting
Clark Atlanta University
Masters of Business Administration, Finance
Kenwood High School
PACCAR Financial Corporation, Inc. April 2015 - Present
PACCAR Financial Corporation, Inc. September 2012 - Present
PACCAR Financial Corp November 2010 - October 2012
PACCAR July 2008 - January 2011
CornerStone Financial Services September 2001 - July 2008
National Community Investment Fund January 1999 - September 2001
GE Capital, Auto Financial Services April 1997 - December 1998
Harris Bank May 1995 - April 1997
Nationsbank 1989 - 1995
Skills
Sarbanes-Oxley Act, Internal Controls, Portfolio Management, Accounting, Six Sigma, Banking, Financial Analysis, Leadership, Finance, Loans, Due Diligence, Auditing, Internal Audit, Management, Professional Experience, Budgets, Cash Management, Analysis, Financial Risk, General Ledger, Lean Manufacturing, Investments, Financial Services, Forecasting, Process Improvement, Financial Statements, CPA
Education
Clark Atlanta University
BA, Accounting
Clark Atlanta University
Masters of Business Administration, Finance
Kenwood High School
Constance Thames's Cornerstone Financial Services Experience January 2015 - Present
Job Environmental Creations
Industry Consumer Goods
Experience
Cornerstone Financial Services January 2015 - Present
Skills
Nonprofits, Microsoft Office, Public Speaking, Project Management, Microsoft Word, Strategic Planning
Education
Colorado State University
University of Connecticut
Bachelor’s Degree
Cornerstone Financial Services January 2015 - Present
Skills
Nonprofits, Microsoft Office, Public Speaking, Project Management, Microsoft Word, Strategic Planning
Education
Colorado State University
University of Connecticut
Bachelor’s Degree
Anthony Angelicola's Cornerstone Financial Services Experience October 2011 - Present
Job Operations Representative at Cornerstone Financial Services
Industry Financial Services
Experience
Cornerstone Financial Services October 2011 - Present
First Pacific Bonding June 2006 - October 2011
Targeted Advertising Solutions December 2010 - June 2011
Skills
Management, Risk Management, Accounting, Customer Service, Data Entry, Sales, Financial Analysis, Microsoft Excel, Microsoft Office, Leadership, Microsoft Word, Banking, Process Improvement, Analysis, Outlook, Access
Education
University of California, Santa Barbara 2006 — 2010
BA, Global Studies
Cornerstone Financial Services October 2011 - Present
First Pacific Bonding June 2006 - October 2011
Targeted Advertising Solutions December 2010 - June 2011
Skills
Management, Risk Management, Accounting, Customer Service, Data Entry, Sales, Financial Analysis, Microsoft Excel, Microsoft Office, Leadership, Microsoft Word, Banking, Process Improvement, Analysis, Outlook, Access
Education
University of California, Santa Barbara 2006 — 2010
BA, Global Studies