Cornerstone Wealth Management, USA

Description

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

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Cornerstone Wealth Management, USA Employees

Employee
Years
Job
Industry
Katherine Ruppe Katherine Ruppe Denver, Colorado Details
Katherine Ruppe's Cornerstone Wealth Management, USA Experience May 2013 - August 2013
Job Tax Intern at EKS&H
Industry Accounting
Experience
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

Justin Oelke Justin Oelke Denver, Colorado Details
Justin Oelke's Cornerstone Wealth Management, USA Experience May 2012 - August 2012
Job Financial Analyst at Private Label Campaigns
Industry Financial Services
Experience
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

Mark Beckrich Mark Beckrich Greater St. Louis Area Details
Mark Beckrich's Cornerstone Wealth Management, USA Experience April 2012 - Present
Job Financial Consultant at Cornerstone Wealth Management
Industry Investment Management
Experience
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

Patrick Lodes Patrick Lodes Saint Louis, Missouri Details
Patrick Lodes's Cornerstone Wealth Management, USA Experience August 2012 - Present
Job Financial Advisor at Cornerstone Wealth Management, USA
Industry Financial Services
Experience
Cornerstone Wealth Management, USA   August 2012 - Present
Edward Jones  August 2003 - August 2012

Education
Saint Louis University   2000 — 2003
Finance, General

Brian Padrick, CFP® Brian Padrick, CFP® Greater Los Angeles Area Details
Brian Padrick, CFP®'s Cornerstone Wealth Management, USA Experience April 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Adam Shoemaker Adam Shoemaker O Fallon, Missouri Details
Adam Shoemaker's Cornerstone Wealth Management, USA Experience June 2015 - August 2015
Job Student at University of MissouriColumbia
Industry Civil Engineering
Experience
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

Logan D. Graham Logan D. Graham Greater St. Louis Area Details
Logan D. Graham's Cornerstone Wealth Management, USA Experience Undergraduate Research Fellow in Economics, Mathematics, and StatisticsUniversity of Missouri Economics, Mathematics, and Statistics DepartmentsDecember 2013 - Present
Job Research InternMutual Fund Analyst at Cornerstone Wealth Management
Industry Research
Experience
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

Andrew Lohmeyer Andrew Lohmeyer Greater St. Louis Area Details
Andrew Lohmeyer's Cornerstone Wealth Management, USA Experience October 2012 - Present
Job Financial Advisor, Registered Principal, Compliance Officer at Cornerstone Wealth Management, USA
Industry Financial Services
Experience
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

Fred Saavedra, CFP® Fred Saavedra, CFP® Marietta, Georgia Details
Fred Saavedra, CFP®'s Cornerstone Wealth Management, USA Experience May 2014 - Present
Job Financial Planner at Cornerstone Wealth Management
Industry Financial Services
Experience
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

Anthony Nydegger Anthony Nydegger Greater St. Louis Area Details
Anthony Nydegger's Cornerstone Wealth Management, USA Experience January 2015 - Present
Job Private Wealth Manager at Cornerstone Wealth Management
Industry Financial Services
Experience
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