Cornerstone Wealth Group, Llc
Wealth Advisor
Compass Wealth Strategies Jun 1, 2009 - Jan 2017
Financial Advisor, Rjfs
Morgan Stanley Feb 1, 2006 - Jun 1, 2009
Financial Advisor
Legg Mason May 2005 - Feb 2006
Client Service Associate
Education:
William & Mary 2002 - 2006
Bachelors, Bachelor of Arts, Religious Studies
Skills:
Mutual Funds Retirement Program Management Organizational Leadership Investment Strategies Valuation Process Improvement Insurance Team Building Entrepreneurship Financial Advisory Series 63 Project Planning Financial Analysis Retirement Planning Asset Allocation Microsoft Office Risk Management Leadership Budgets Investment Advisory Public Speaking Analysis Strategic Planning Financial Planning Estate Planning Series 7 Portfolio Management Investments Strategic Financial Planning Strategic Thinking Planning Business Strategy Budgeting
Interests:
Leadership Management Investing Technology and Entrepreneurship Financial Planning
Certifications:
College For Financial Planning, License 187189 Certified Financial Planner (Tm)