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Joe Sweeney Location
San Francisco, CA, US
Joe Sweeney Work
Managing Partner @ (July 2014 - Present)
Managing Partner @ (June 2014 - Present)
Board of Advisors @ (July 2015 - Present)
Advisory Board @ (July 2015 - Present)
Strategic Advisor @ (February 2021 - June 2022)
Chief Financial Officer @ (August 2019 - February 2021)
General Partner and Co-Founder @ JSRG Capital (January 2013 - June 2014)
General Partner @ Gryphon Capital Management (May 1995 - July 2012)
Vice President @ Salomon Brothers (July 1984 - March 1995)
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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