Cambridge Financial
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Cambridge Financial Employees
Employee
Years
Job
Industry
TRACEY WARDWELL TRACEY WARDWELL's Cambridge Financial Experience October 2004 - February 2005
Job VP Branch Manager at KeyBank
Industry Banking
Experience
KeyBank April 2013 - September 2013
HVCC Foundation Board Member 2008 - April 2013
M&T Bank April 2006 - April 2012
Capital Communications FCU April 2012 - 2012
Northeast Subcontractors Association 2009 - 2012
Adirondack Trust Company February 2005 - April 2006
Cambridge Financial October 2004 - February 2005
Skills
Financial Analysis, Banking, Small Business Lending, Loans, Credit, Commercial Lending, Strategic Planning, Credit Analysis, Commercial Banking, Accounting, Strategic Financial..., Mortgage Lending, Customer Service, Budgets, Investments, Sales, Finance, Consumer Lending, Cash Management, Retail Banking, Insurance, Lines Of Credit, Cash Flow, Team Building, Fundraising, Small Business, Public Speaking, SBA, Retirement Planning, Event Planning, Coaching, Risk Management, Financial Risk, Commercial Mortgages, Funding, Leadership, Business Development, Loan Origination, Nonprofits, Wealth Management, Financial Services, Financial Advisory, Securities, Investment Advisory, New Business Development, Financial Reporting, Community Development, Retirement
Education
2009 Rensselaer County Chamber Leadership Institute 2009 — 2010
Leadership Certificate, Organizational Leadership
Saint John Fisher College 1989 — 1993
Bachelor's of Science, Finance, General
Greenwich Central School 1978 — 1989
Regents Diploma
Greenwich Central School 1977 — 1989
Regents Diploma
KeyBank April 2013 - September 2013
HVCC Foundation Board Member 2008 - April 2013
M&T Bank April 2006 - April 2012
Capital Communications FCU April 2012 - 2012
Northeast Subcontractors Association 2009 - 2012
Adirondack Trust Company February 2005 - April 2006
Cambridge Financial October 2004 - February 2005
Skills
Financial Analysis, Banking, Small Business Lending, Loans, Credit, Commercial Lending, Strategic Planning, Credit Analysis, Commercial Banking, Accounting, Strategic Financial..., Mortgage Lending, Customer Service, Budgets, Investments, Sales, Finance, Consumer Lending, Cash Management, Retail Banking, Insurance, Lines Of Credit, Cash Flow, Team Building, Fundraising, Small Business, Public Speaking, SBA, Retirement Planning, Event Planning, Coaching, Risk Management, Financial Risk, Commercial Mortgages, Funding, Leadership, Business Development, Loan Origination, Nonprofits, Wealth Management, Financial Services, Financial Advisory, Securities, Investment Advisory, New Business Development, Financial Reporting, Community Development, Retirement
Education
2009 Rensselaer County Chamber Leadership Institute 2009 — 2010
Leadership Certificate, Organizational Leadership
Saint John Fisher College 1989 — 1993
Bachelor's of Science, Finance, General
Greenwich Central School 1978 — 1989
Regents Diploma
Greenwich Central School 1977 — 1989
Regents Diploma
Nathaniel Nevins Nathaniel Nevins's Cambridge Financial Experience March 2011 - March 2014
Job Agent at Links Consulting Group
Industry Financial Services
Experience
Links Consulting Group December 2014 - Present
Nevins Financial March 2014 - Present
Cambridge Financial March 2011 - March 2014
Zlotnick, Laws & Sandoval December 2008 - April 2009
MultiLing Corporation July 2008 - December 2008
Nuskin Enterprises March 2006 - April 2008
Church of Jesus Christ of LDS August 2003 - October 2005
Skills
Customer Service, Microsoft Office, Public Speaking, Chinese, Telephone Skills, Sales Support, Customer Relations, Insurance, CRM, Fixed Annuities, Sales, Retirement, Finance, Team Building, Leadership
Education
Southern Utah University 2009 — 2011
Management, Business Management, 3.5 GPA
Brigham Young University 2006 — 2009
Business Management; Emphasis in Financial Services
Georgetown (TX) High School graduate - Class of 2002 1999 — 2002
High School Diploma
Links Consulting Group December 2014 - Present
Nevins Financial March 2014 - Present
Cambridge Financial March 2011 - March 2014
Zlotnick, Laws & Sandoval December 2008 - April 2009
MultiLing Corporation July 2008 - December 2008
Nuskin Enterprises March 2006 - April 2008
Church of Jesus Christ of LDS August 2003 - October 2005
Skills
Customer Service, Microsoft Office, Public Speaking, Chinese, Telephone Skills, Sales Support, Customer Relations, Insurance, CRM, Fixed Annuities, Sales, Retirement, Finance, Team Building, Leadership
Education
Southern Utah University 2009 — 2011
Management, Business Management, 3.5 GPA
Brigham Young University 2006 — 2009
Business Management; Emphasis in Financial Services
Georgetown (TX) High School graduate - Class of 2002 1999 — 2002
High School Diploma
Thomas Puleo Thomas Puleo's Cambridge Financial Experience 1992 - Present
Job President, Cambridge Financial Services
Industry Financial Services
Experience
Cambridge Financial 1992 - Present
Skills
Financial Analysis, Insurance, Customer Service, Sales Management, Start-ups, Strategic Planning, Business Strategy, Account Management, Marketing, Solution Selling, Business Development, Investments, Team Building, New Business Development, Estate Planning, Sales, Retirement Planning, Public Speaking, Series 7, Strategic Financial..., Direct Sales, Negotiation, Team Leadership
Education
Saint John Fisher College 1968 — 1972
Bachelor of Science (B.S.), Economics
Cambridge Financial 1992 - Present
Skills
Financial Analysis, Insurance, Customer Service, Sales Management, Start-ups, Strategic Planning, Business Strategy, Account Management, Marketing, Solution Selling, Business Development, Investments, Team Building, New Business Development, Estate Planning, Sales, Retirement Planning, Public Speaking, Series 7, Strategic Financial..., Direct Sales, Negotiation, Team Leadership
Education
Saint John Fisher College 1968 — 1972
Bachelor of Science (B.S.), Economics
John Null John Null's Cambridge Financial Experience March 2008 - October 2010
Job Independent Financial Advisor serving the senior market with asset protection, Medicare plans, Aid and Attendance,LTC
Industry Financial Services
Experience
Senior Advisors of the East Valley October 2010 - Present
Cambridge Financial March 2008 - October 2010
MetLife Financial Services May 2008 - June 2009
Skills
Medicare, Medicaid,...
Education
Cerritos College 1960 — 1963
Senior Advisors of the East Valley October 2010 - Present
Cambridge Financial March 2008 - October 2010
MetLife Financial Services May 2008 - June 2009
Skills
Medicare, Medicaid,...
Education
Cerritos College 1960 — 1963
Andrew Puricelli's Cambridge Financial Experience 2004 - 2008
Job Director of Business Development at SimulStat Incorporated
Industry Pharmaceuticals
Experience
SimulStat Incorporated February 2014 - Present
DOCS February 2013 - January 2014
Assent Consulting October 2008 - February 2013
Cambridge Financial 2004 - 2008
Ramada Hotels 2001 - 2004
Hyatt Hotels Corporation 1999 - 2001
Skills
Business Development, Biotechnology, Pharmaceutical Industry, Sales, Contract Recruitment, SAS, Clinical Trials, Account Management, Technical Recruiting, Biostatistics, Contract Negotiation, Management, CRO, Human Resources, Clinical Data Management, Clinical Development, GCP
Education
Northern Arizona University 1995 — 1999
BS, Hotel Restaurant Management
SimulStat Incorporated February 2014 - Present
DOCS February 2013 - January 2014
Assent Consulting October 2008 - February 2013
Cambridge Financial 2004 - 2008
Ramada Hotels 2001 - 2004
Hyatt Hotels Corporation 1999 - 2001
Skills
Business Development, Biotechnology, Pharmaceutical Industry, Sales, Contract Recruitment, SAS, Clinical Trials, Account Management, Technical Recruiting, Biostatistics, Contract Negotiation, Management, CRO, Human Resources, Clinical Data Management, Clinical Development, GCP
Education
Northern Arizona University 1995 — 1999
BS, Hotel Restaurant Management
Rachel Baxter's Cambridge Financial Experience April 2010 - October 2010
Job Human Resources Talent and Organization Development
Industry Defense & Space
Experience
Orbital ATK May 2014 - Present
Broadview University May 2013 - May 2014
Broadview University October 2011 - June 2013
Broadview University October 2010 - September 2011
Cambridge Financial April 2010 - October 2010
Outback Steakhouse October 2002 - April 2010
Brave New World Inc March 2009 - June 2009
Skills
Resume Writing, Career Counseling, Admissions, Career Development, Recruiting, Training, Team Leadership, Job Search Strategies, Team Building, Interviews, Public Speaking, Enrollment Management, CampusVue, Cover Letters, Higher Education, Multi Tasking, Student Affairs, Student Counseling, Office Management, Mentoring, Communication, Staff Development, Student Recruiting, Student Development, Student Engagement, Adult Education, Mock Interviews, Employee Training, Management, Sales Management, Conflict Resolution, Forecasting, Hiring, New Hire Training, Screening Resumes, Human Resources, Social Media Marketing, Marketing, Job Coaching, Coaching, University Teaching, Building Relationships, Networking, Social Networking, Leadership
Education
Broadview University-Layton
Master of Business Administration (MBA)
University of Washington
B.A
Green River Community College
A.A
Orbital ATK May 2014 - Present
Broadview University May 2013 - May 2014
Broadview University October 2011 - June 2013
Broadview University October 2010 - September 2011
Cambridge Financial April 2010 - October 2010
Outback Steakhouse October 2002 - April 2010
Brave New World Inc March 2009 - June 2009
Skills
Resume Writing, Career Counseling, Admissions, Career Development, Recruiting, Training, Team Leadership, Job Search Strategies, Team Building, Interviews, Public Speaking, Enrollment Management, CampusVue, Cover Letters, Higher Education, Multi Tasking, Student Affairs, Student Counseling, Office Management, Mentoring, Communication, Staff Development, Student Recruiting, Student Development, Student Engagement, Adult Education, Mock Interviews, Employee Training, Management, Sales Management, Conflict Resolution, Forecasting, Hiring, New Hire Training, Screening Resumes, Human Resources, Social Media Marketing, Marketing, Job Coaching, Coaching, University Teaching, Building Relationships, Networking, Social Networking, Leadership
Education
Broadview University-Layton
Master of Business Administration (MBA)
University of Washington
B.A
Green River Community College
A.A
Heather (Devlin) Juarez Heather (Devlin) Juarez's Cambridge Financial Experience January 2011 - April 2011
Job Writer, Freelance Event Coordinator, Production Assistant, Marketing & PR Consultant
Industry Public Relations and Communications
Experience
Self January 2014 - Present
Arizona State University January 2014 - December 2014
University of Utah August 2013 - March 2014
Cambridge Financial January 2011 - April 2011
Vivint (APX ALARM) May 2008 - December 2008
Hurricane Ike Relief September 2008 - September 2008
Buchanan High School Memorial Garden January 2007 - June 2007
Skills
Public Relations, Event Planning, Organization, Child Development, Social Media Marketing, Strategic Planning, Brand Development, Strategic Communications, Organizational..., Leadership Development, Marketing Strategy, Press Releases, Social Media, Training, Event Management, Marketing, Editing, Social Networking, Facebook, Leadership
Education
Arizona State University, Walter Cronkite School of Mass Communication and Journalism 2010 — 2014
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Salt Lake Community College 2011 — 2012
Associate's degree, General Studies
Self January 2014 - Present
Arizona State University January 2014 - December 2014
University of Utah August 2013 - March 2014
Cambridge Financial January 2011 - April 2011
Vivint (APX ALARM) May 2008 - December 2008
Hurricane Ike Relief September 2008 - September 2008
Buchanan High School Memorial Garden January 2007 - June 2007
Skills
Public Relations, Event Planning, Organization, Child Development, Social Media Marketing, Strategic Planning, Brand Development, Strategic Communications, Organizational..., Leadership Development, Marketing Strategy, Press Releases, Social Media, Training, Event Management, Marketing, Editing, Social Networking, Facebook, Leadership
Education
Arizona State University, Walter Cronkite School of Mass Communication and Journalism 2010 — 2014
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Salt Lake Community College 2011 — 2012
Associate's degree, General Studies
Craig E. Cooper Craig E. Cooper's Cambridge Financial Experience 2013 - Present
Job Protecting, Preserving and Passing on Family Wealth. Financial Advisor, Life Insurance Specialist, LUTCF®.
Industry Financial Services
Experience
Cambridge Financial 2013 - Present
New York Life Insurance Company 2009 - 2013
The Amherst Group Ltd 2005 - 2007
BHP Billiton 2002 - 2005
BHP Billiton 1991 - 2002
Oracle 1990 - 1991
Ernst & Young 1986 - 1990
Skills
Finance, Leadership, Small Business, Accounting, Strategic Planning, Investments, Business Process..., Business Strategy, Financial Analysis, Insurance, Succession Planning, Retirement Planning, Life Insurance, Estate Planning, 401k Rollovers, Business Planning, Multi-generational..., Wealth Preservation..., Business Networking, Business Analysis, Strategy, Management, Entrepreneurship, Management Consulting, Program Management, Personal Finance, Customer Service, Real Estate, Start-ups, Risk Management, Employee Benefits, Project Planning, Human Resources, Operations Management, Strategic Financial..., Financial Planning, Financial Services
Education
The American College 2010 — 2011
LUTC Fellow (LUTCF ®)
Harvard University, John F. Kennedy School of Government 2001 — 2001
Executive Leadership Curriculum - Programs on Leadership for Senior Executives
Pacific Union College 1981 — 1986
Bachelor of Business Administration
Cambridge Financial 2013 - Present
New York Life Insurance Company 2009 - 2013
The Amherst Group Ltd 2005 - 2007
BHP Billiton 2002 - 2005
BHP Billiton 1991 - 2002
Oracle 1990 - 1991
Ernst & Young 1986 - 1990
Skills
Finance, Leadership, Small Business, Accounting, Strategic Planning, Investments, Business Process..., Business Strategy, Financial Analysis, Insurance, Succession Planning, Retirement Planning, Life Insurance, Estate Planning, 401k Rollovers, Business Planning, Multi-generational..., Wealth Preservation..., Business Networking, Business Analysis, Strategy, Management, Entrepreneurship, Management Consulting, Program Management, Personal Finance, Customer Service, Real Estate, Start-ups, Risk Management, Employee Benefits, Project Planning, Human Resources, Operations Management, Strategic Financial..., Financial Planning, Financial Services
Education
The American College 2010 — 2011
LUTC Fellow (LUTCF ®)
Harvard University, John F. Kennedy School of Government 2001 — 2001
Executive Leadership Curriculum - Programs on Leadership for Senior Executives
Pacific Union College 1981 — 1986
Bachelor of Business Administration
Shannon Whelchel's Cambridge Financial Experience November 2013 - March 2014
Job Intern at Liberty Mutual Insurance
Industry
Experience
Liberty Mutual Insurance June 2014 - August 2014
Cambridge Financial November 2013 - March 2014
Combined Resources Inc. May 2013 - August 2013
Skills
Public Speaking, PowerPoint
Education
Chapman University 2013 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Liberty Mutual Insurance June 2014 - August 2014
Cambridge Financial November 2013 - March 2014
Combined Resources Inc. May 2013 - August 2013
Skills
Public Speaking, PowerPoint
Education
Chapman University 2013 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Tom Brazill's Cambridge Financial Experience October 2012 - January 2014
Job Financial Advisor
Industry Financial Services
Experience
Self-employed February 2014 - Present
Cambridge Financial October 2012 - January 2014
MetLife February 2009 - September 2012
AXA Advisors January 2003 - February 2009
Education
Eastern Washington University 1989 — 2006
Mathematics Teacher Education
Self-employed February 2014 - Present
Cambridge Financial October 2012 - January 2014
MetLife February 2009 - September 2012
AXA Advisors January 2003 - February 2009
Education
Eastern Washington University 1989 — 2006
Mathematics Teacher Education