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Building Partnerships Amy Constable on Learning and Growing
At Cornerstone Wealth Management Group, a lot of the work we do is with our partners. It takes a lot of coordination between ourselves and our partners to ensure we’re all on the same page when it comes to serving clients. I work with Cornerstone’s partner offices, much like Bonnie Bailey who was featured in the July 2018 edition of our newsletter. I generally work closely with our partners’ operation staff. In addition, when new partners come on board, I help get them trained on all the different tools and technology we use and get their teams up to speed on our platform. As part of this, I help with their hiring and training processes. When someone new steps in, I work closely with the new hire to ensure seamless integration. I’ve been with Cornerstone for six years. Before taking on the role working with our partners, I had assisted our advisors right here at Cornerstone. This included opening accounts, keeping accounts up to date, and many administrative duties. In short, Cornerstone is a place where I can learn and grow professionally. I got into financial services when I was in high school. You could say it all started with a school project. At the beginning of the school year, each member of the class picked a
But what makes working at Cornerstone (and the financial
industry, in general) so incredible is how dynamic it is. Things are in constant motion. I’m always learning something new, whether it’s about a new Cornerstone partner, a new tool, new regulation, or literally anything else impacting the industry on a day-to-day basis. Cornerstone itself is a great place to be. I’m surrounded by a great team of people who are supportive of one another. They’ve worked hard to foster a positive culture, making it fun inside and out of the office. Speaking of having fun outside of the office, I love to cook and bake. I’m known for my eclairs, something not many people attempt on their own. During family gatherings, my eclairs are always a big hit. I also play the piano. I grew up with a piano, though as I got older, I didn’t keep up with it nearly as much as I would have liked. Lately, I’ve been trying to change that. Playing the piano is a great stress reliever and a great way to focus my mind.
stock to follow through the end of the year. We monitored activity to see whose stock would do best. As it turned out, my stock pick ended the year up the most. The teacher told me I had a future in finance.
At 17, I got my first job with a financial services firm. With
graduation coming up, I was going to school part time while working full time. This put me in a really good position moving forward. Working with this firm, I learned about the business and the financial industry at large. I enjoyed it and made a career out of it. Well, my teacher was right! Here I am and I’m loving every minute of it. As a very detail-oriented person, I love just about everything finance-related. I even love helping family and friends with their own finances.
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