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David Hoshour, AIF PPC MBA

David Hoshour, AIF PPC MBA

Medical Sales

Followers of David Hoshour, AIF PPC MBA1000 followers
location of David Hoshour, AIF PPC MBACharlotte, North Carolina, United States

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  • Timeline

  • About me

    President/Owner at Cornerstone Investment Services

  • Education

    • Southern Evangelical Seminary

      2003 - 2009
      MAA Christian Apologetics Magna cum Laude

      Studied theology, Bible, philosophy, culture, and defense of the historic Christian faith.

    • Winthrop University

      1994 - 1996
      MBA Business Management Summa cum Laude

      Perfect 4.0 GPA after scoring in 99th percentile for aptitude (GMAT).

    • San Jose State University

      1978 - 1979
      BS Business Management Magna cum Laude

      Often set the curve for courses, A+ grade in several upper-level classes while self-employed, married and raising kids, taking 21 units/semester. Marketing concentration.

    • Bowling Green State University

      1977 - 1978
      Business Administration and Management, General

      Went to school while married, raising 4 kids, self-employed.

    • Evangel University

      1973 - 1974
      General Studies

      Evangelical Christian college where I met my wife of 45+years.

  • Experience

    • Intermedco

      Aug 1979 - Oct 1984
      Medical Sales

      Outside sales for distributor. Led CA office in new accounts, sales growth for 2 years, then CO branch in new accounts, sales growth, total sales for 2 years. Known for product knowledge, consultative selling.

    • Merrill Lynch

      Oct 1984 - May 1988
      Financial Consultant

      Financial consultant in Sun City, AZ. Series 7, Series 63, Series 65, insurance license, real estate license.

    • Prudential Securities

      May 1988 - May 1991
      Financial Consultant

      Financial consultant working with retirees. Branch coordinator for fee-based investing.

    • FD Titus

      May 1991 - Oct 1992
      Medical Sales

      Outside sales for medical products distributor. Led CO branch in sales, new accounts, sales growth..

    • Prudential Securities

      Jan 1993 - Dec 1994
      Financial Consultant

      Financial consultant. Doubled partnership's assets in two years by focusing on better service and investment choices.

    • Cornerstone Investment Services

      Jan 1995 - now
      President/Owner

      Independent, fee-only, Accredited Investment Fiduciary (AIF) & Professional Plan Consultant offering consulting and investment management to individuals and retirement plan trustees. Focus on fiduciary responsibility and reducing liability through improving documented best practices, performance, participation, significantly lowering plan costs.All investing is customized for the unique individual or plan. Active listener. Problem solver.Fee-only, so compensation is only by fully disclosed and transparent client fees. Fees do not vary based on recommendations. Does not accept sales commissions or incentives from vendors. Show less

  • Licenses & Certifications

    • Accredited Investment Fiduciary

      Fi360

    • Professional Plan Consultant

      Fi360

  • Volunteer Experience

    • Speaker

      Issued by TEAM, Outreach Ministry of SES on Mar 2011
      TEAM, Outreach Ministry of SESAssociated with David Hoshour, AIF PPC MBA

    • Teacher

      Issued by Central Church of God on Sept 2001
      Central Church of GodAssociated with David Hoshour, AIF PPC MBA

    • Teacher

      Issued by Central Church on Sept 1996
      Central ChurchAssociated with David Hoshour, AIF PPC MBA