Benny Perez is a Managing Director at Cornerstone Advisor Group.
Cornerstone Advisor Group
View- Website:
- cornerstoneadvice.com
- Employees:
- 29
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Managing DirectorCornerstone Advisor GroupAshburn, Va, Us -
Investment Advisor RepresentativeEsi Financial Advsiors Aug 2024 - PresentFairfax, Virginia, United StatesBenny Perez is an Investment Adviser Representative and investment advisory services are offered solely by ESI Financial Advisors. Cornerstone Advisor Group independent of ESI Financial Advisors. One National Life Dr., Montpelier, VT 05604, 800-344-7437. An "endorsement" of this individual is not a referral of him for investment advisory services and may not reflect others' views or experience. TC6957126(0824)3
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Insurance ProducerAbbate Agency May 2021 - Jun 2024Insurance Advisor with the world's largest Catholic FraternityOver $40 million in life insurance volume, over $350,000 in first year premiumsIssued Court of the Table Insurance producer in 2023Million Dollar Round Table insurance producer in 2022Managed relationships with more than 1,000 policy and account holdersAdded More than 25 investment clients and insurance customers per yearBuilt network of sponsorships and events to acquire new customersManaged 3 employees in an office with 7 agentsMentored 5 agents across multiple agencies and states to MDRT production54% YoY profit growth 2021 2022, 27% growth 2022 2023Worked collaboratively with experienced insurance advisors to create processesLed monthly meetings to improve outcomes for clients and shorten sales cyclesMaintained compliance using SamSuite and SmartOffice CRM
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Financial AdvisorAbbate Agency May 2021 - Jun 2024Independent Contractor working through insurance agency for Catholic Fraternal OrderStarted the investment business for KofC in northern VirginiaAcquired and managed over $17 million in assets in 3 years, helped 4 other advisors bring in over $50 million in assets under management, building the book of business from insurance customersAssisted clients identify goals for their investments, match their goals with model portfolios, and acquire results in line with their risk toleranceIn the top 5 asset advisors within the Knights of Columbus for 2022 and 2023 by assets under managementRan quarterly marketing campaigns and built referral business systemsRegistered with the SECMaintained compliance with financial planning and reporting software
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Economics And Psychology ProfessorLord Fairfax Community College/ Mountain Vista Governor'S School Aug 2016 - Jun 2021Now called Laurel Ridge Community College, governor's school specialized in math and scienceDesigned and taught Macroeconomics and Microeconomics survey coursesDesigned and taught Psychology survey coursesMaintained compliance with the Virginia Community College System requirements for courses 4 sections per semester
Benny Perez Education Details
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Grand Canyon UniversityPsychology -
Southern New Hampshire UniversityEconomics -
University Of Mary WashingtonHistory
Frequently Asked Questions about Benny Perez
What company does Benny Perez work for?
Benny Perez works for Cornerstone Advisor Group
What is Benny Perez's role at the current company?
Benny Perez's current role is Managing Director.
What schools did Benny Perez attend?
Benny Perez attended Grand Canyon University, Southern New Hampshire University, University Of Mary Washington.
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Benny Perez
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