CoverProfile

Angela Oste

Life Insurance Operations Manager, Director of Insurance Operations and Director of Planned Giving

Cornerstone Advisors Asset Management LLC

United States, Pennsylvania, Bethlehem

About Me

Angela is Cornerstone’s Life Insurance Operations Manager and Director of Planned Giving. As the Life Insurance Operations Manager, Angela works directly with each producer designing and implementing insurance plans tailored to meet each client’s needs. She is also responsible for the ongoing service of the firm’s insurance policies. As the Director of Planned Giving, Angela is the main point of contact for Cornerstone’s not-for-profit clients. She is responsible for gift design; processing new and terminated gifts; and reporting on charitable gift annuity reserves, liabilities, and valuations. She joined Cornerstone in 2010 after graduating from Millersville University. While at Millersv

View more

Profile Information

Life Insurance Operations Manager, Director of Insurance Operations and Director of Planned Giving

Cornerstone Advisors Asset Management LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Bethlehem

Pennsylvania

United States

Aug 21, 2024

More profiles to browse

BB
Brian Bobeck
Principal & Senior Consultant
Profile Photo
Tyler Papaz
Principal, Senior Consultant & Director of Private Wealth
Profile Photo
Thomas Scalici
Chief Executive Officer
Profile Photo
Malcolm Cowen, II
Co-Founder & President

You Might Like

BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management