Wealth Advisor

• Apr 2021 - Present

Richard joined the team in 2021 as a Wealth Advisor on the Private Wealth team with Managing Partner Jeff Carbone in Huntersville, NC. Prior to joining Cornerstone, he worked at Wells Fargo where he served as a Financial Advisor. Richard focuses on working with individuals and families to develop comprehensive goal-oriented wealth planning strategies. He believes that each client deserves attention to what gives them peace of mind. He does so by positioning portfolios to address all clients’ financial goals from retirement planning, funding education, estate strategies, and many other personal and business objectives. Show less

Senior Financial Advisor

• Aug 2020 - Apr 2021

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENTS & INSURANCE PRODUCTS ARE NOT FDIC-INSURED/NOT BANK GUARANTEED/MAY LOSE VALUE. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC. Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. INVESTMENTS & INSURANCE PRODUCTS ARE NOT FDIC-INSURED/NOT BANK GUARANTEED/MAY LOSE VALUE.

Analyst Intern

• Jun 2017 - Aug 2017

- Analyzed and documented data, including alert, investigation or Suspicious Activity Report history; Know Your Customer Information; relevant account and transaction data; plus any other required information to assist the investigation. -Reviewed and analyzed underlying data gathered to assess reasonable cause to escalate an alert to investigations or to clear the alert. -Disposition and fully documented all alerts, including supporting data, analysis and rationale for disposition, within the case management system in a timely manner. -Functioned as a key contributor and demonstrated knowledge of AML issues. Show less

Caddy

• May 2016 - Jul 2017

Caddy

• Apr 2009 - May 2016

Field Marketing Representative

• Nov 2014 - Jan 2015

 -Acquired appointments with home owners to meet with Field Salesmen via door to door requests.  -Confirmed 3 more appointments than any other representatives in my training group in the first week.  -Most consistent sales representative in training and sales group for entire term at the job.  -Acquired appointments with home owners to meet with Field Salesmen via door to door requests.  -Confirmed 3 more appointments than any other representatives in my training group in the first week.  -Most consistent sales representative in training and sales group for entire term at the job.