Cambridge Financial Center

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Cambridge Financial Center Employees

Employee
Years
Job
Industry
Selu Alofipo Selu Alofipo North Salt Lake, Utah Details
Selu Alofipo's Cambridge Financial Center Experience September 2013 - January 2015
Job Business Development / Account Manager
Industry Marketing and Advertising
Experience
hibu  February 2013 - Present
Selu Alofipo Fine Art   November 2009 - Present
Cambridge Financial Center   September 2013 - January 2015
Brady Roofing   September 2005 - September 2013
State of Utah  January 2000 - September 2006

Skills
Coaching, Planning, Public Speaking, Research, Microsoft Office, Customer Service, Art, Microsoft Excel, Microsoft Word, Team Building, English, Training, Social Media, Teaching, Mixed Media, Contemporary Art, Fine Art, Abstraction, Painting, PowerPoint, Photoshop, Illustrator, Public Relations, Mentoring, Social Media Marketing, Advertising, Visionary, Volunteer Management, Data Entry, Social Networking, Management, Event Management, Nonprofits, Leadership, Spanish, Community Outreach, Leadership Development, Staff Development, Blogging, Galleries, Program Development, Project Planning, Photography, Thought Leadership, Editing, Strategic Planning, Marketing, System Administration, Event Planning, Sales

Education
Louisiana Tech University   1997 — 1999
Bachelors, Sociology / Criminal Justice

Dixie State College   1995 — 1996
Associates, Generals

Kit Lloyd Kit Lloyd Greater Salt Lake City Area Details
Kit Lloyd's Cambridge Financial Center Experience June 2009 - February 2011
Job Financial Analyst at PacifiCorp
Industry Financial Services
Experience
PacifiCorp  March 2013 - Present
Professional Piano   2003 - Present
Complete Merchant Solutions  February 2011 - January 2013
Cambridge Financial Center   June 2009 - February 2011

Skills
Spanish, Microsoft Excel, Financial Analysis, Microsoft Office, Customer Service, Data Analysis, Financial Modeling, Oral & Written..., QuickBooks, Inventory Management, Account Reconciliation, Piano Playing, Financial Services, Credit Card Transaction..., Utility Industry, Accounting, Public Speaking

Education
Southern Utah University   2005 — 2010
Bachelor of Science, Finance, 3.75

Landon Eldredge Landon Eldredge Cedar City, Utah Details
Landon Eldredge's Cambridge Financial Center Experience March 2013 - Present
Job Financial Advisor at Hornor, Townsend & Kent, Inc., Cambridge Financial Center
Industry Financial Services
Experience
Cambridge Financial Center   March 2013 - Present
Global Sources  December 2010 - January 2013
Metalcraft Technologies, Inc.   January 2009 - December 2009

Skills
Financial Planning, Retirement Planning, Investments, Permanent Life Insurance, REIT, Term Life Insurance, 401k, Estate Planning, Fixed Annuities, Financial Services, Mutual Funds, Variable Annuities, 401k Rollovers, Marketing Strategy, Marketing Communications, Advertising, Product Marketing, Online Marketing, B2B, Lead Generation, Management, Online Advertising, Team Building, Sales Management, Public Relations, Social Media Marketing, Email Marketing, Strategic Partnerships, Market Research, Account Management, B2B Marketing, SEM, Strategy, Marketing, Brand Development, Business Planning, Competitive Analysis, Attention To Detail, Mandarin Chinese, Strong Communication, Innovative Problem..., Strategic Thinking, Budgeting, Problem Solving, New Business Development, Direct Marketing, Business Development, CRM, Strategic Planning

Education
Southern Utah University   2008 — 2011
BS, Marketing

Gregory Brown, CFP®, ChFC, CLU, AAMS®, AWMA® Gregory Brown, CFP®, ChFC, CLU, AAMS®, AWMA® Greater Salt Lake City Area Details
Gregory Brown, CFP®, ChFC, CLU, AAMS®, AWMA®'s Cambridge Financial Center Experience 2004 - Present
Job Financial Advisor at Cambridge Financial Center
Industry Financial Services
Experience
Cambridge Financial Center   2004 - Present
Principal Financial Group  1982 - 2004

Skills
Retirement, Wealth Management, Finance, Insurance, Estate Planning, Employee Benefits, Retirement Planning, Fixed Annuities, 401k, Strategic Financial..., Life Insurance, Investments, IRAs, Disability Insurance, Wealth, Key Person Insurance

Education
Indiana University Bloomington   1970 — 1974
MA, Spanish Linguistics

Weber State University   1967 — 1970
BA, Spanish Linguistics, Magna Cum Laude

Jeff Johansen Jeff Johansen American Fork, Utah Details
Jeff Johansen's Cambridge Financial Center Experience August 2010 - Present
Job Partner at Cambridge Financial Center
Industry Financial Services
Experience
Cambridge Financial Center   August 2010 - Present
Beneficial Financial Group  April 2002 - June 2009

Education
Ricks College

University of Utah

Laurel Van Driest Laurel Van Driest Greater Denver Area Details
Laurel Van Driest's Cambridge Financial Center Experience May 2013 - June 2013
Job Manager, Invisible Infrastructure
Industry Executive Office
Experience
Invisible Infrastructure   January 2013 - November 2014
Cambridge Financial Center   May 2013 - June 2013
Scotiacorp International of Nevada (SION)   April 2011 - November 2012
Steel Encounters, Inc.   October 2010 - March 2011
S.K. Hart   July 2010 - August 2010
Winder & Counsel   2010 - 2010
Architectural Energy Corporation (AEC)   August 1994 - December 2009
Inside Communications, Inc.   1992 - 1994
Coors International Bicycle Classic   1984 - 1988

Skills
Microsoft Office, Event Planning, Microsoft Excel, Office Management, Administrative..., PowerPoint, Travel Planning, Customer Service, Microsoft Word, Public Speaking, Marketing Communications, Project Management, Research, Contract Management, Social Media, Proposal Writing, Event Management, Process Scheduler, Human Resources, Marketing, Leadership, Management, Time Management, Editing, Executive..., Administration, Technical Writing, Resource Management, Software Documentation

Education
Colorado College   1978 — 1982
BA, English Literature

Levi Larson, LUTCF Levi Larson, LUTCF Cedar City, Utah Details
Levi Larson, LUTCF's Cambridge Financial Center Experience January 2011 - Present
Job Associate Partner at Cambridge Financial Center
Industry Investment Management
Experience
Larson CPA & Advisors, PLLC   December 2013 - Present
Hornor Townsend & Kent  January 2011 - Present
Cambridge Financial Center   January 2011 - Present
Larson Insurance & Financial Services   February 2008 - Present
MassMutual Financial Group  August 2009 - December 2010
Beneficial Financial Group  February 2008 - August 2009

Skills
Retirement, Insurance, Mutual Funds, Health Insurance, Retirement Planning, Wealth Management, Finance, Investment Advisory, Financial Services, Strategic Financial..., Investments, Fixed Annuities, IRAs, Financial Planners, 401k, Estate Planning, Life Insurance, Disability Insurance, Financial Advisory, Small Business, Term Life Insurance, Securities, Long-term Care, Portfolio Management, Asset Management, High Net Worth..., Pensions, Series 7, Personal Finance, Financial Planning

Education
Southern Utah University   2003 — 2008
Bachelor's degree, Accounting

The American College
LUTCF

Diane Lockard Diane Lockard Greater Salt Lake City Area Details
Diane Lockard's Cambridge Financial Center Experience March 1999 - December 1999
Job Creative Writer/Mentor at SLCC, Amateur Historian, Osher Lifelong Learning
Industry Financial Services
Experience
Freelance / Self employed  January 2008 - Present
Salt Lake (City) Community College Writing Center   January 2011 - Present
Salt Lake County Libraries   September 2008 - September 2010
Penn Mutual Life Insurance  January 2000 - January 2008
Cambridge Financial Center   March 1999 - December 1999
Franklin Quest / Franklin Covey   October 1989 - October 1996

Skills
Creative Writing, Editing, Research, Copy Editing, Events Coordination, Magazines, Lifelong Learning, Online Research, Storytelling, Publications, Content Writing, Internet Research, Blogging, Public Speaking

Education
University of Utah   2013 — 2013
Completion, Private Investigating for Non- Professionals

Universal Classes, Inc.   2012 — 2012
Certificate of Completion, Historical Fiction writing, online

Salt Lake Community College   2009 — 2009
Certificate of Completion, Travel writing, on-line

LOMA   2003 — 2007
Associate, Insurance Agency Administration

LOMA   2003 — 2007
Associate, Customer Service

Charles Briggs Charles Briggs Greater Salt Lake City Area Details
Charles Briggs's Cambridge Financial Center Experience April 2012 - March 2013
Job Operations Supervisor at SelectHealth
Industry Insurance
Experience
SelectHealth  August 2015 - Present
SelectHealth  June 2013 - August 2015
Parallel HR Solutions  April 2013 - June 2013
Cambridge Financial Center   April 2012 - March 2013
Forum Realty Capital, LLC   May 2009 - August 2009
Wells Fargo  February 2006 - December 2006

Skills
Health Insurance, Finance, Financial Analysis, Microsoft Excel, Data Analysis, Leadership, Management, Six Sigma, Lean Operations, Process Improvement, Life Insurance, Access, Financial Modeling, Series 6, Series 63, Accounting, Sales

Education
Dixie State University   2010 — 2012
BS, Business Admin

Christian McDaniel Christian McDaniel Greater Salt Lake City Area Details
Christian McDaniel's Cambridge Financial Center Experience September 2002 - April 2004
Job Founder, Smart Cookie Company
Industry Food & Beverages
Experience
Smart Cookie Company   April 2004 - Present
Cambridge Financial Center   September 2002 - April 2004
Fatbrain.com  January 2000 - January 2002
State Street Bank  October 1996 - January 2000

Education
University of California, Santa Barbara   1994 — 1996
Bachelor of Arts

California State University-East Bay   1992 — 1994

Sierra College   1990 — 1992

Amber Soto Amber Soto Cedar City, Utah Details
Amber Soto's Cambridge Financial Center Experience December 2012 - Present
Job Administrative Assistant at Cambridge Financial Center
Industry Insurance
Experience
Cambridge Financial Center   December 2012 - Present

Education
Southern Utah University   2015 — 2017
Accounting

University of Wisconsin Colleges   2013 — 2015
Associate of Arts and Sciences (A.A.S.), General Studies, 3.985

Dustin Watts Dustin Watts Greater Salt Lake City Area Details
Dustin Watts's Cambridge Financial Center Experience May 2009 - June 2010
Job Recent Law Graduate
Industry Higher Education
Experience
Red Leaf Resources, Inc.   April 2014 - March 2015
The Bradshaw Law Group   December 2013 - May 2014
Assure Equity Partners   January 2014 - March 2014
Cannon Law Associates   May 2013 - September 2013
Valet Auto   May 2011 - August 2012
Wells Fargo Advisors  June 2010 - May 2011
Cambridge Financial Center   May 2009 - June 2010
Goldman Sachs  March 2008 - May 2009
Morgan Stanley  September 2004 - March 2008

Skills
Sales, Public Speaking, Microsoft Excel, Leadership, Strategic Planning, Customer Service, Financial Analysis, Microsoft Office, Team Leadership, Research, Account Management, Social Media, Finance, Data Analysis, Accounting, Analysis, Team Building, Marketing Strategy, Sales Management, Westlaw, Securities Law, Lexis Nexis, Transactional Law, Corporate Law, Securities Regulation

Education
Brigham Young University—J. Reuben Clark Law School   2012 — 2015
Doctor of Law (J.D.), Law

Westminster College   2001 — 2006
Bachelor of Science (BS), International Business

Brighton High School   1998 — 2001

Lisa Arbon Tagge Lisa Arbon Tagge Greater Salt Lake City Area Details
Lisa Arbon Tagge's Cambridge Financial Center Experience August 2013 - July 2014
Job Marketing Administrator Prestige Financial Services, A Larry H Miller Company
Industry Marketing and Advertising
Experience
Prestige Financial Services A Larry H. Miller Company   February 2015 - Present
Discover Financial Services  September 2014 - January 2015
Cambridge Financial Center   August 2013 - July 2014
The University of Utah  March 2004 - August 2013
Salt Lake Community College  April 1994 - March 2004
Brigham Young University  July 1988 - April 1994
UCLA  September 1987 - July 1988

Skills
Higher Education, Public Speaking, Leadership, Teaching, Program Management, Training, Research, Fundraising, Budgets, Student Affairs, Marketing, Customer Service, Leadership Development, Strategic Planning, Advertising, Management, Team Building

Education
Harvard University   2003 — 2003
Post-Doctoral Management & Leadership in Education

Brigham Young University   1995 — 2000
Doctorate, Educational Leadership & Foundations

University of California, Los Angeles   1986 — 1988
Master's Degree, Choreography & Performance

Brigham Young University   1981 — 1986
Bachelor's Degree, Dance Education, Speech Communication