Cornerstone Wealth Management
Company Profile
Categories:Financial Services
Phone:
Products:Investment Planning
Who has worked at Cornerstone Wealth Management
| Position at Cornerstone Wealth Management | Previous job position | |
|---|---|---|
| Bruce Anderson | Investment Executive |
|
| Chris Meacham | President & CEOSince Sep 1999 |
|
| Chris Stutes | OwnerSince Feb 2007 |
Edward JonesFinancial Advisor Jul 1992 - Feb 2007 |
| Craig Moddelmog | President & OwnerSince Apr 2009 |
Merrill LynchResident Director Feb 2005 - Apr 2009 |
| Dave Kaplan | Financial ConsultantSince Aug 2009 |
Edward JonesFinancial Advisor Jul 1996 - Aug 2009 |
| Dave Swaykus | Financial AdvisorSince Nov 2012 |
Edward JonesLicenses Achieved and Maintained as a Financial Advisor Jul 2006 - Nov 2012 |
| David Gomersall | PresidentSince Jan 1963 |
Westlake East Real Estate Associates LLCManaging Member Since Jan 2005 |
| Floyd Green | Owner |
|
| Jennifer Chess Bachouros | Certified Financial Planner |
|
| Joe Keifer | Managing Partner |
|
| Kentrina Mapes | Operations Associate |
|
| Lawrence Scoloveno,Clu, Chfc | Wealth ManagerSince May 2010 |
PNC INVESTMENT SERVICESFINANCIAL ADVISOR Sep 2006 - Nov 2009 |
| Marvin Mitchell | Financial AdvisorSince 2011 |
Edward JonesFinancial Advisor 2006 - 2011 |
| Ryan Meacham | Regional DirectorSince Jan 2006 |
Beneficial Financial GroupWealth Advisor May 2004 - Jan 2006 |
| Scott Bramwell | Managing DirectorSince Jul 2003 |
Ernst & YoungTax Consultant Jul 2001 - Jul 2003 |
| Stu Gruca | President & CEOSince Jan 2002 |
Arthur Andersenall-around good guy 1993 - 1997 |
| Thomas Gooden | Financial AdvisorSince May 2012 |
Edward JonesFinancial Advisor May 1989 - May 2012 |
Former Employees
| Position at Cornerstone Wealth Management | Next job position | |
|---|---|---|
| Brandon Coombs | Client Services AssistantApr 2010 - Oct 2010 |
North Raleigh Christian Academy4th Grade Science Teacher Since Dec 2011 |
| Cornerstone Wealth Management | Financial PlannerSince Jan 2007 |
Cornerstone Wealth ManagmentOwner |
| John Choi | Branch Manager2004 - 2007 |
Epiphany CapitalWealth & Investment Coach | Investment Risk Management Consultant | President & CEO Since 2007 |
| Justin Oelke | Wealth Management InternMay 2012 - Aug 2012 |
|
| Karrie Bauer | Administrative AssistantMar 2012 - Oct 2014 |
|
| Kimberly Baitinger | Full Charge BookkeeperSince Nov 2005 Office AssistantAug 2007 - Jun 2013 |
Express Employment Professionals Since Aug 2013 |
| Leslie Nanberg | Owner and PresidentSince 2002 |
The Greater Boston Food BankBoard Member Since 2004 |
| Margaret Lopresti | Retirement SpecialistDec 2010 - Aug 2011 |
East Cooper Meals on WheelsDirector of Operations Since Aug 2011 |
| Mary Jo Vincent | Senior Operations AssociateDec 1998 - Apr 2003 Senior Operations Associate/New Business ManagerDec 1998 - Apr 2003 |
Christian Caine JewelersDesign Assistant-Project Manager Since Oct 2013 |
| Matthew Stutes | Office AssistantJul 2009 - Jan 2012 |
Lake Oswego Baseball ProgramCoach of summer varsity baseball program Since Jun 2011 |
| Melissa Hudson | Financial AdvisorDec 2008 - May 2011 Financial AdvisorDec 2008 - Nov 2010 |
CGIFinancial Analyst Since Dec 2010 |
| Nate Oltmans | Financial PlannerSince Jul 2007 |
Cornerstone Wealth Management, LLCCERTIFIED FINANCIAL PLANNER™ Professional Since Sep 2010 |
| Phil Carrasco | Financial PlannerSep 2007 - Mar 2010 |
|
| Roderick Smith | Financial/Systems Analyst and MIS ManagerMar 2000 - May 2001 |
RSS Business ConsultingBusiness Consultant Since May 2001 |
| Sandra Hawkes | Cornerstone Wealth ManagementJan 2006 - Oct 2009 |
Signature Realty Inc.Real Estate Broker Since Jan 2013 |
| Sheryl Wisler | Manager, Planning and OperationsMar 2011 - Jan 2012 |
Petersen Dean Inc.Solar Project Manager Since Apr 2013 |