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
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
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
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