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Patti Fries, IACCP

patti@cornerstonemgt.net

Professional

Mrs. Patti Fries joined Cornerstone in 1999 and currently holds the position of Chief Compliance Officer.  She has pursued further development in the area of compliance and obtained the Investment Adviser Certified Compliance Professional certification in 2008.  She routinely participates in a Compliance networking group and local Atlanta Compliance roundtable meetings.  Patti provides operational, distribution and client support as needed.

Experience

Mrs. Fries previously served as Senior Account Manager (Operations) and was Series 7, General Securities licensed.  She has over 17 years of experience in the securities business in the areas of Operations and Compliance.

Education

AA Business Administration, Eastern Florida State College, Melbourne, FL - 1982

IACCP®

Currently enrolled, Liberty University, BS Religion: Biblical and Theological Studies

Personal

Patti and her husband Chic enjoy working on home projects, cycling, scuba diving, motorcycling, restoring classic cars, traveling, sailing and spending time with their family and grandchildren.

Appearances

Upcoming

Bryan C. Taylor will attend

Christian Investment Summit

in The Cove, Ashville, NC

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