Joe Sweeney Email & Phone Number
Managing Partner @ Cornerstone Wealth Group, LLC
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Joe Sweeney Location
- San Francisco, CA, US
Joe Sweeney Work
- 2014 -now Managing Partner @
- 2014 -now Managing Partner @
- 2015 -now Board of Advisors @
- 2015 -now Advisory Board @
- 2021 -2022 Strategic Advisor @
- 2019 -2021 Chief Financial Officer @
- 2013 -2014 General Partner and Co-Founder @ JSRG Capital
- 1995 -2012 General Partner @ Gryphon Capital Management
- 1984 -1995 Vice President @ Salomon Brothers
Joe Sweeney Education
- Stanford GSB 1982-1984
- Stanford University 1975-1981
Joe Sweeney Skills
- Qualified Retirement Plans
- Investments
- Project Management
- Microsoft Excel
- Entrepreneurship
- Business Strategy
- Investment Management
- Securities
- 401k Retirement Savings Plans
- Training
- Management
- Wealth Management
- Business Development
- Equities
- 401 Retirement Savings Plans
Joe Sweeney Summary
- Joe Sweeney, based in San Francisco, CA, US, is currently a Managing Partner at Cornerstone Wealth Group, LLC. Joe Sweeney brings experience from previous roles at Cornerstone Wealth Group, LLC, Green Visor Capital Management Co., LLC and Strategic Project Solutions, Inc.. Joe Sweeney holds a 1982 - 1984 Stanford GSB. With a robust skill set that includes Qualified Retirement Plans, Investments, Project Management, Microsoft Excel, Entrepreneurship and more. Joe Sweeney has 2 emails and 2 mobile phone numbers on RocketReach.
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