Cornerstone Wealth Management, USA
Address: 262 Beacon St # 6, Boston, MA 02116 Phone: (617) 536-2040Website: : : : Hours: : Category: Place name: : : Website: http://www.cornerstonewm.com/ Category: Financial Planner 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 business hours 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 Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review
Cornerstone Wealth Management, USA List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cornerstone Wealth Management, USA. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Cornerstone Wealth Management, USA Employees
EKS&H June 2015 - Present
PwC January 2015 - Present
LaBrunerie Financial May 2014 - August 2014
Gamma Phi Beta Sorority November 2012 - December 2013
Cornerstone Wealth Management, USA May 2013 - August 2013
Gamma Phi Beta Sorority December 2011 - November 2012
Des Peres Lodge April 2010 - May 2012
Westwood Country Club April 2011 - January 2012
Skills
Teamwork, Microsoft Word, Microsoft Excel, Communication, Customer Service, Financial Analysis, Accounting, Leadership, Accounts Receivable, Aging Reports, Collections, Time Management, Training, Management
Education
University of Missouri-Columbia 2011 — 2016
University of Missouri-Columbia 2011 — 2016
Accounting
W.J. Bradley Mortgage Capital, LLC July 2014 - January 2015
Edward Jones June 2013 - August 2013
Cornerstone Wealth Management, USA May 2012 - August 2012
Cresam Construction June 2011 - August 2011
Yia Yia's Euro February 2010 - August 2010
Skills
Portfolio Management, Mutual Funds, Budgets, Finance, Financial Advisory, Microsoft Excel, Time Management, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Leadership, Public Speaking, Financial Reporting, Team Leadership, Research, Strategic Planning, Business Development
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Finance and Banking
Ladue Horton Watkins High School
Cornerstone Wealth Management, USA April 2012 - Present
Edward Jones 2006 - 2012
Morgan Stanley 2005 - 2006
Skills
Registered Investment..., Wealth Preservation..., Retirement Planning, 401k Rollovers, Roth IRA, Investment Management, Investment Strategies, IRAs, Financial Advisory, Strategic Financial..., College Savings Plans, Alternative Investments, REIT, MLP, Managed Futures, Retirement Plan..., Guaranteed Lifetime..., Licensed Life & Health..., Series 7, Series 66
Education
Truman State University
BS, Finance & Economics
Cornerstone Wealth Management, USA August 2012 - Present
Edward Jones August 2003 - August 2012
Education
Saint Louis University 2000 — 2003
Finance, General
Cornerstone Wealth Management, USA April 2012 - Present
Edward Jones February 2003 - April 2012
Alcatel-Lucent (formerly Xylan) March 1995 - November 2002
Skills
Retirement Planning, Independent Financial..., Inheritance Tax Planning, Mutual Funds, Portfolio Management, Financial Advisory, Asset Allocation, Life Insurance, Long-term Care, REIT, Tax Free Income, Charitable Gift Planning, Stocks, Municipal Bonds, Alternative Investments, Certified Financial..., Wealth Management, Certificates of Deposit, Estate Planning
Education
University of California, Los Angeles 1990 — 1993
Psychology, Cum Laude
Oak Park High School 1984 — 1988
Cornerstone Wealth Management, USA June 2015 - August 2015
Cornerstone Wealth Management, USA October 2014 - February 2015
Bellacinos Pizza & Grinders June 2014 - August 2014
Skills
Microsoft Excel, Market Research, Team Leadership, Phone Etiquette, Email, Computer Proficiency, Geotechnical Engineering, Microsoft Word, Data Analysis
Education
University of Missouri-Columbia 2013 — 2017
Geotechnical and Geoenvironmental Engineering, Junior
Cornerstone Wealth Management, USA Undergraduate Research Fellow in Economics, Mathematics, and StatisticsUniversity of Missouri Economics, Mathematics, and Statistics DepartmentsDecember 2013 - Present
University of Missouri May 2014 - January 2015
Missouri House of Representatives January 2013 - May 2013
Skills
Volatility Hedging, Options Pricing, Financial Derivatives, R Programming, C Programming, SAS Programming, Statistics, Time Series Analysis, Economics, Mathematics, Stata, Econometrics, Analysis, Quantitative Research, Guest Lecturing, Public Speaking, Data Analysis
Education
University of Missouri-Columbia 2012 — 2016
Bachelor of Science (B.S.), Triple major in Mathematics, Statistics, and Economics
Cornerstone Wealth Management, USA October 2012 - Present
Skills
Retirement Planning, Wealth Management, Socially Responsible..., Risk Management, Financial Analysis, 401k Rollovers, Securities, Life Insurance, Mutual Funds, Investments, Stocks, Long Term Care Insurance, College Savings Plans, Asset Allocation, Insurance, Asset Managment, Portfolio Management, Long-term Care, Debt Management, Personal Finance, Personal Budgeting, Variable Annuities, ETFs, Investment Advisory..., Member of Mensa
Education
Missouri Baptist University 2003 — 2005
M.B.A., Business Administration
Truman State University 1999 — 2003
BS, Biology
Washington High School 1995 — 1999
Washington
Cornerstone Wealth Management, USA May 2014 - Present
Edward Jones May 2007 - May 2014
Suntrust Wealth Management January 1992 - May 2007
Skills
Finance, Wealth Accumulation, Retirement, Retirement Planning, Mutual Funds
Education
Oglethorpe University 2005 — 2005
Certified Financial Planning
University at Buffalo
Bachelor's degree, Mathematics and Statistics
Cornerstone Wealth Management, USA January 2015 - Present
Merrill Lynch May 2011 - January 2015
Monster Energy June 2009 - December 2011
Saint Louis University 2007 - 2011
Legal Services of Eastern Missouri 2008 - 2009
Skills
Investments, Portfolio Management, Analysis, Finance, Mutual Funds, Financial Analysis, Strategic Financial..., Asset Allocation, Banking, Insurance, Financial Modeling, Microsoft Excel, Sales, Risk Management, Strategic Planning, Marketing, Leadership, Accounting, Forecasting
Education
Saint Louis University 2007 — 2011
B.A., Finance and Marketing