Cornerstone Financial Services, LLC
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Cornerstone Financial Services, LLC Employees
Employee
Years
Job
Industry
Leonard Gresens Leonard Gresens's Cornerstone Financial Services, LLC Experience October 2009 - Present
Job Investment Advisor Representative, Chief Compliance Officer at Cornerstone Investment Advisors Group, LLC
Industry Financial Services
Experience
Cornerstone Investment Advisors Group, LLC January 2012 - Present
Cornerstone Financial Services LLC October 2009 - Present
Krewe of Doubloons, Inc. February 2008 - Present
Humana October 2007 - June 2009
Sons of Italy 2002 - 2008
Skills
Insurance, Life Insurance, Retirement Planning, Medicare, Fixed Annuities, Investments, Long-term Care, Retirement, Budgets, Health Insurance, Business Planning, Healthcare, Account Management, Contract Negotiation, Strategic Financial..., Investment Advisory, Management, Process Improvement, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Sales, Critical Illness, Financial Advisory, 401k, Budgeting, Investment Products, Annuities
Education
Louisiana Tech University 1977 — 1984
Business
Woodlawn
Woodlawn
Cornerstone Investment Advisors Group, LLC January 2012 - Present
Cornerstone Financial Services LLC October 2009 - Present
Krewe of Doubloons, Inc. February 2008 - Present
Humana October 2007 - June 2009
Sons of Italy 2002 - 2008
Skills
Insurance, Life Insurance, Retirement Planning, Medicare, Fixed Annuities, Investments, Long-term Care, Retirement, Budgets, Health Insurance, Business Planning, Healthcare, Account Management, Contract Negotiation, Strategic Financial..., Investment Advisory, Management, Process Improvement, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Sales, Critical Illness, Financial Advisory, 401k, Budgeting, Investment Products, Annuities
Education
Louisiana Tech University 1977 — 1984
Business
Woodlawn
Woodlawn
Emmett Lymuel II Emmett Lymuel II's Cornerstone Financial Services, LLC Experience January 2011 - Present
Job Accountant, Income Tax Preparer, Credit Repair Professional
Industry Accounting
Experience
Cornerstone Financial Services, LLC January 2011 - Present
River Road African American Museum 2013 - 2014
Spectrum Custom Designs, Inc. - Cabinet Manufacturer December 2007 - December 2010
Southwestern Foundation Inc. June 2004 - November 2007
T.H.E. Clinic, Inc July 1999 - May 2004
Cornerstone Financial Services, LLC November 1997 - June 1999
Charles R. Drew University of Medicine and Science August 1983 - October 1997
Skills
Budget Development,..., Grant reporting, Contract monitoring, Non-profit Finance, Medi-cal Cost Reporting, Annual utiliazation..., UDS report preparation, Financial Reporting, MAS90 software, QuickBooks, Accounts Payable, Strategic Planning, Contract Management, Small Business, General Ledger, Accounting, Grants, Account Reconciliation, Microsoft Office, Payroll, Auditing, Accounts Receivable, Budgets
Education
National University 1998 — 1999
Accounting, Business Administration
Los Angeles Souhwest College 1973 — 1995
AA, Accounting
Cornerstone Financial Services, LLC January 2011 - Present
River Road African American Museum 2013 - 2014
Spectrum Custom Designs, Inc. - Cabinet Manufacturer December 2007 - December 2010
Southwestern Foundation Inc. June 2004 - November 2007
T.H.E. Clinic, Inc July 1999 - May 2004
Cornerstone Financial Services, LLC November 1997 - June 1999
Charles R. Drew University of Medicine and Science August 1983 - October 1997
Skills
Budget Development,..., Grant reporting, Contract monitoring, Non-profit Finance, Medi-cal Cost Reporting, Annual utiliazation..., UDS report preparation, Financial Reporting, MAS90 software, QuickBooks, Accounts Payable, Strategic Planning, Contract Management, Small Business, General Ledger, Accounting, Grants, Account Reconciliation, Microsoft Office, Payroll, Auditing, Accounts Receivable, Budgets
Education
National University 1998 — 1999
Accounting, Business Administration
Los Angeles Souhwest College 1973 — 1995
AA, Accounting
Darryl Bell Darryl Bell's Cornerstone Financial Services, LLC Experience July 2011 - Present
Job Business Development | Consultant | Advisor
Industry Financial Services
Experience
Cornerstone Financial Services, LLC July 2011 - Present
Skills
Business Development, Distribution Growth, SalesTraining, Employee Benefits, Market Penetration, Health Insurance, Tax Free Retirement, Retirement Planning, Life Insurance, Fixed Annuities, Education Funding, Insurance, Investments, Strategic Financial..., Wealth Accumulation, Estate Planning, Wealth Management, Mutual Funds, 401k, Series 6, Series 63, IRAs, Asset Management, Disability Insurance, CPSA, Finance, Financial Advisory, Financial Services, Leadership, Long-term Care, Retirement, Risk Management, Sales, Small Business, Term Life Insurance, Underwriting, Financial Planners
Education
Eastern Washington University 1979 — 1981
Bachelor's Degree, Communications
Cornerstone Financial Services, LLC July 2011 - Present
Skills
Business Development, Distribution Growth, SalesTraining, Employee Benefits, Market Penetration, Health Insurance, Tax Free Retirement, Retirement Planning, Life Insurance, Fixed Annuities, Education Funding, Insurance, Investments, Strategic Financial..., Wealth Accumulation, Estate Planning, Wealth Management, Mutual Funds, 401k, Series 6, Series 63, IRAs, Asset Management, Disability Insurance, CPSA, Finance, Financial Advisory, Financial Services, Leadership, Long-term Care, Retirement, Risk Management, Sales, Small Business, Term Life Insurance, Underwriting, Financial Planners
Education
Eastern Washington University 1979 — 1981
Bachelor's Degree, Communications
Matthew C. Essmann Matthew C. Essmann's Cornerstone Financial Services, LLC Experience January 2012 - Present
Job Managing Partner at Cornerstone Financial Services, LLC
Industry Financial Services
Experience
Cornerstone Financial Services, LLC January 2012 - Present
AXA Advisors November 2009 - Present
General Motors January 2008 - November 2009
General Motors August 2005 - December 2007
General Motors April 2004 - August 2005
Skills
Business Planning, Strategic Financial..., Risk Management, Retirement Planning, Executive Benefit..., Group Benefits Planning, Life Insurance &...
Education
Oakland University 2005 — 2007
Master of Business Administration (MBA), International Business
Michigan State University 1997 — 2000
BA, Supply Chain Management & Finance
Cornerstone Financial Services, LLC January 2012 - Present
AXA Advisors November 2009 - Present
General Motors January 2008 - November 2009
General Motors August 2005 - December 2007
General Motors April 2004 - August 2005
Skills
Business Planning, Strategic Financial..., Risk Management, Retirement Planning, Executive Benefit..., Group Benefits Planning, Life Insurance &...
Education
Oakland University 2005 — 2007
Master of Business Administration (MBA), International Business
Michigan State University 1997 — 2000
BA, Supply Chain Management & Finance
Daniel J. Milan, J.D. Daniel J. Milan, J.D.'s Cornerstone Financial Services, LLC Experience January 2012 - Present
Job Managing Partner at Cornerstone Financial Services, LLC
Industry Financial Services
Experience
Cornerstone Financial Services, LLC January 2012 - Present
AXA Advisors, LLC 2009 - Present
Law Offices of Thomas J. Trenta, PLLC 2006 - 2009
JDI Technologies 2004 - 2005
Skills
Retirement Planning, Estate Planning, Financial Planning, Wealth Management, Insurance Strategies, Securities Management, Employee Benefits...
Education
University of Detroit Mercy School of Law 2005 — 2008
Juris Doctorate, Law
University of Michigan 2000 — 2004
BA, Political Science
Cornerstone Financial Services, LLC January 2012 - Present
AXA Advisors, LLC 2009 - Present
Law Offices of Thomas J. Trenta, PLLC 2006 - 2009
JDI Technologies 2004 - 2005
Skills
Retirement Planning, Estate Planning, Financial Planning, Wealth Management, Insurance Strategies, Securities Management, Employee Benefits...
Education
University of Detroit Mercy School of Law 2005 — 2008
Juris Doctorate, Law
University of Michigan 2000 — 2004
BA, Political Science
Suhail Castro Suhail Castro's Cornerstone Financial Services, LLC Experience January 2009 - May 2010
Job Administrative Assistant at CT COMMUNITY FOUNDATION
Industry Information Services
Experience
CT COMMUNITY FOUNDATION July 2014 - Present
Premier Financial Services August 2013 - January 2014
Beazley November 2012 - 2013
DeLucia & Company, LLC April 2011 - October 2012
Safe Haven May 2010 - April 2011
Cornerstone Financial Services, LLC January 2009 - May 2010
Premier Financial Services, LLC July 2008 - January 2009
Skills
Bilingual, Customer Service, Mulititask, Data Entry, Microsoft Word, Social Services, Outlook, Sales, Time Management, Access, Management, PowerPoint, Receptionist Duties, Microsoft Office, Administrative..., Administration, Telephone Skills, Event Planning, Strategic Planning, Public Speaking, Team Building, Social Media
Education
Naugatuck Valley Community College
Associate's Degree, Human Services
CT COMMUNITY FOUNDATION July 2014 - Present
Premier Financial Services August 2013 - January 2014
Beazley November 2012 - 2013
DeLucia & Company, LLC April 2011 - October 2012
Safe Haven May 2010 - April 2011
Cornerstone Financial Services, LLC January 2009 - May 2010
Premier Financial Services, LLC July 2008 - January 2009
Skills
Bilingual, Customer Service, Mulititask, Data Entry, Microsoft Word, Social Services, Outlook, Sales, Time Management, Access, Management, PowerPoint, Receptionist Duties, Microsoft Office, Administrative..., Administration, Telephone Skills, Event Planning, Strategic Planning, Public Speaking, Team Building, Social Media
Education
Naugatuck Valley Community College
Associate's Degree, Human Services
Doug Lora Doug Lora's Cornerstone Financial Services, LLC Experience February 2010 - March 2011
Job Senior Program Manager Enterprise Azure Onboarding Lead at Microsoft
Industry Information Technology and Services
Experience
Microsoft September 2014 - Present
Murphy & Associates, Inc. September 2012 - August 2014
Human Factorz LLC January 2010 - August 2012
Cornerstone Financial Services LLC February 2010 - March 2011
AXA Advisors 2009 - February 2010
Siemens ITS August 2008 - May 2009
ZoeCity June 2008 - August 2008
Building a new custom home January 2008 - August 2008
ScienceOps, Inc. March 2007 - December 2007
Microsoft Corp. August 2005 - March 2007
Skills
Program Management, Product Management, Business Development, Project Management, Management, Business Intelligence, Strategic Planning, Budgets, Data Analysis, Cross-functional Team..., Team Leadership, Business Strategy, Product Development, Team Building, Analytics, Budget, Cloud Computing, Cloud Applications, Windows Azure
Education
The University of Dallas 1987 — 1989
MBA
New Mexico State University 1980 — 1983
BBA
Oral Roberts University 1979 — 1980
Los Alamos High School 1976 — 1979
Microsoft September 2014 - Present
Murphy & Associates, Inc. September 2012 - August 2014
Human Factorz LLC January 2010 - August 2012
Cornerstone Financial Services LLC February 2010 - March 2011
AXA Advisors 2009 - February 2010
Siemens ITS August 2008 - May 2009
ZoeCity June 2008 - August 2008
Building a new custom home January 2008 - August 2008
ScienceOps, Inc. March 2007 - December 2007
Microsoft Corp. August 2005 - March 2007
Skills
Program Management, Product Management, Business Development, Project Management, Management, Business Intelligence, Strategic Planning, Budgets, Data Analysis, Cross-functional Team..., Team Leadership, Business Strategy, Product Development, Team Building, Analytics, Budget, Cloud Computing, Cloud Applications, Windows Azure
Education
The University of Dallas 1987 — 1989
MBA
New Mexico State University 1980 — 1983
BBA
Oral Roberts University 1979 — 1980
Los Alamos High School 1976 — 1979
Lee Margerison Lee Margerison's Cornerstone Financial Services, LLC Experience April 2006 - Present
Job LPL Registered Principal at Cornerstone Financial Services LLC
Industry Financial Services
Experience
Cornerstone Financial Services LLC April 2006 - Present
Edward Jones May 2001 - April 2006
Northwestern Mutual March 1997 - March 2001
Education
Widener University 1987 — 1990
Master of Business Administration (M.B.A.)
Lehigh University 1976 — 1980
Bachelor of Science (BS), Mechanical Engineering
Cornerstone Financial Services LLC April 2006 - Present
Edward Jones May 2001 - April 2006
Northwestern Mutual March 1997 - March 2001
Education
Widener University 1987 — 1990
Master of Business Administration (M.B.A.)
Lehigh University 1976 — 1980
Bachelor of Science (BS), Mechanical Engineering
Jason Mar's Cornerstone Financial Services, LLC Experience October 2008 - Present
Job Financial Advisor at Cornerstone Financial Services, LLC
Industry Financial Services
Experience
Cornerstone Financial Services, LLC October 2008 - Present
Skills
Insurance, Retirement Planning, Fixed Annuities, Investments, Disability Insurance, Life Insurance, Retirement, Strategic Financial..., IRAs, Key Person Insurance, Personal Financial..., Universal Life, Series 6, Risk Management, Wealth Management, Finance, Long-term Care, 401k Rollovers, Term Life Insurance, Whole Life, Health Insurance, Portfolio Management, Wealth Accumulation, Asset Management, Long Term Care Insurance, Income Protection, Critical Illness, Financial Planners, Roth IRA, Variable Annuities, Wealth, Retirement Savings, Permanent Life Insurance, 529 Plans, 401k, Uniform Combined State..., Series 65, Buy-sell Agreements, Licensed Life & Health..., Qualified Retirement..., Wealth Management..., Segregated Funds, Life & Health Insurance..., Retirement Plan..., Financial Advisory, Investment Advisory, Financial Planning, Individual Health..., Employer Groups, Health Insurance...
Education
University of Washington 2005 — 2007
Business Administration, Marketing, Management
Bellevue Community College 2003 — 2005
Business Transfer
Cornerstone Financial Services, LLC October 2008 - Present
Skills
Insurance, Retirement Planning, Fixed Annuities, Investments, Disability Insurance, Life Insurance, Retirement, Strategic Financial..., IRAs, Key Person Insurance, Personal Financial..., Universal Life, Series 6, Risk Management, Wealth Management, Finance, Long-term Care, 401k Rollovers, Term Life Insurance, Whole Life, Health Insurance, Portfolio Management, Wealth Accumulation, Asset Management, Long Term Care Insurance, Income Protection, Critical Illness, Financial Planners, Roth IRA, Variable Annuities, Wealth, Retirement Savings, Permanent Life Insurance, 529 Plans, 401k, Uniform Combined State..., Series 65, Buy-sell Agreements, Licensed Life & Health..., Qualified Retirement..., Wealth Management..., Segregated Funds, Life & Health Insurance..., Retirement Plan..., Financial Advisory, Investment Advisory, Financial Planning, Individual Health..., Employer Groups, Health Insurance...
Education
University of Washington 2005 — 2007
Business Administration, Marketing, Management
Bellevue Community College 2003 — 2005
Business Transfer