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Thomas Woloszyn, Mba is listed as Director of Operations and Compliance, Cornerstone Planning Group | Independent Advisor | Helping Advisors Thrive | Partner to Financial Advisors at Cornerstone Planning Group, LLC, a company with 3 employees, based in Staten Island, New York, United States. AeroLeads shows a work email signal at eaglestrategies.com and a matched LinkedIn profile for Thomas Woloszyn, Mba.
Thomas Woloszyn, Mba previously worked as Director of Operations and Compliance at Cornerstone Planning Group, Llc and Associate Financial Advisor at Strata Capital. Thomas Woloszyn, Mba holds Master Of Business Administration - Mba from Quinnipiac University.
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As the Director of Operations and Compliance at Cornerstone, I assist with day to day operations of the firm as well as advisory team logistics. I make sure all advisors under the Cornerstone umbrella and all affiliated DBAs are up to date with our latest technologies and have them integrated into their businesses.I work with our CCO ensuring all of our compliance requirements are met from a firm standpoint and on the advisor level.Also, I am apart of Cornerstone's Investment Board, helping with the due diligence and analysis for the firms proprietary models.As a fee-only independent financial planning firm, Cornerstone Planning Group puts clients first. Our mission is to help families and business owners achieve clarity, confidence, and direction in their financial future, while providing unbiased guidance.
Listed skills include Microsoft Excel and Microsoft Office.
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Fairfield, New Jersey, United States
Greater New York City Area
Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.
Greater New York City Area
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency
Greater New York City Area
Agent licensed to sell insurance through New York Life Insurance Company
Hamden Connecticut
Staten Island, New York
Staten Island, New York
Other employees you can reach at cspgllc.com. View company contacts for 3 employees →
Jared Kiefer
Colleague at Cornerstone Planning Group, Llc
Oklahoma City Metropolitan Area, United States
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SC
Sue Cardone
Colleague at Cornerstone Planning Group, Llc
Fairfield, New Jersey, United States, United States
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MO
Mitchell Owen, Clu®, Cfp®
Colleague at Cornerstone Planning Group, Llc
Wyncote, Pennsylvania, United States, United States
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Thomas Woloszyn, Mba works for Cornerstone Planning Group, LLC.
Thomas Woloszyn, Mba is listed as Director of Operations and Compliance, Cornerstone Planning Group | Independent Advisor | Helping Advisors Thrive | Partner to Financial Advisors at Cornerstone Planning Group, LLC.
AeroLeads has found 1 work email signal at @eaglestrategies.com for Thomas Woloszyn, Mba at Cornerstone Planning Group, LLC.
Thomas Woloszyn, Mba is based in Staten Island, New York, United States while working with Cornerstone Planning Group, LLC.
Thomas Woloszyn, Mba has worked for Cornerstone Planning Group, Llc, Strata Capital, Eagle Strategies, Llc, Nylife Securities Llc, and New York Life Insurance Company.
Thomas Woloszyn, Mba's colleagues at Cornerstone Planning Group, LLC include Jared Kiefer, Sue Cardone, and Mitchell Owen, Clu®, Cfp®.
You can use AeroLeads to view verified contact signals for Thomas Woloszyn, Mba at Cornerstone Planning Group, LLC, including work email, phone, and LinkedIn data when available.
Thomas Woloszyn, Mba holds Master Of Business Administration - Mba from Quinnipiac University.
Thomas Woloszyn, Mba is listed with skills including Microsoft Excel and Microsoft Office.
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