Cambridge Financial Services
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Cambridge Financial Services Employees
Employee
Years
Job
Industry
Brock Whitney Brock Whitney's Cambridge Financial Services Experience January 2015 - April 2015
Job Agent at New York Life helping families and business owners develop a sound financial stategy
Industry Financial Services
Experience
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company April 2015 - Present
Cambridge Financial Services January 2015 - April 2015
Brigham Young University Baseball August 2008 - July 2014
The Church of Jesus Christ of Latter-day Saints - Human Resources September 2009 - August 2011
Skills
Public Speaking, Leadership, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, Coaching, Time Management, Team Leadership, Microsoft Office, PowerPoint, Sales, Social Networking, Teaching, 401k Rollovers, Retirement Planning, Asset Protection, Wealth Preservation..., Long Term Care Insurance, Annuity Sales, Estate Planning, Gifting Strategies, Multi-generational..., Small Business
Education
Brigham Young University 2009 — 2015
Bachelor's degree, Exercise Science
NYLIFE Securities LLC May 2015 - Present
New York Life Insurance Company April 2015 - Present
Cambridge Financial Services January 2015 - April 2015
Brigham Young University Baseball August 2008 - July 2014
The Church of Jesus Christ of Latter-day Saints - Human Resources September 2009 - August 2011
Skills
Public Speaking, Leadership, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, Coaching, Time Management, Team Leadership, Microsoft Office, PowerPoint, Sales, Social Networking, Teaching, 401k Rollovers, Retirement Planning, Asset Protection, Wealth Preservation..., Long Term Care Insurance, Annuity Sales, Estate Planning, Gifting Strategies, Multi-generational..., Small Business
Education
Brigham Young University 2009 — 2015
Bachelor's degree, Exercise Science
Doc Spaulding Doc Spaulding's Cambridge Financial Services Experience 2003 - 2009
Job Area Manager, NMLSR ID 657535, Greenpath Funding LLC
Industry Real Estate
Experience
Greenpath Funding, LLC 2011 - Present
Greenpath Funding/ Wells Fargo August 2009 - February 2011
Cambridge Financial Services 2003 - 2009
Skills
Real Estate, Loans, First Time Home Buyers, Home, Refinance, Investment Properties, Short Sales, FHA financing, FHA, Mortgage Lending, Loan Origination, Investors, Credit, Residential Homes, USDA, Selling, Foreclosures, Condos, Referrals, Sellers, Real Estate Transactions, Residential Mortgages, REO, Mortgage Banking, New Home Sales, HUD, Relocation, Real Estate Financing, Single Family Homes, VA loans, Move Up Buyers, Loss Mitigation, Government Loans, Certified Mortgage..., Reverse Mortgages, Title Insurance, Buyers, Real Estate Economics, Commercial Real Estate, Home Equity Loans, Real Estate License, Construction Loans, Vacation Homes, Mortgage Underwriting, Real Property, New Homes, Commercial Mortgages, Brokerage, Rentals, Home Equity Lines of...
Education
University of Arizona 1959 — 1963
Bachelor of Science (BS), Marketing
Greenpath Funding, LLC 2011 - Present
Greenpath Funding/ Wells Fargo August 2009 - February 2011
Cambridge Financial Services 2003 - 2009
Skills
Real Estate, Loans, First Time Home Buyers, Home, Refinance, Investment Properties, Short Sales, FHA financing, FHA, Mortgage Lending, Loan Origination, Investors, Credit, Residential Homes, USDA, Selling, Foreclosures, Condos, Referrals, Sellers, Real Estate Transactions, Residential Mortgages, REO, Mortgage Banking, New Home Sales, HUD, Relocation, Real Estate Financing, Single Family Homes, VA loans, Move Up Buyers, Loss Mitigation, Government Loans, Certified Mortgage..., Reverse Mortgages, Title Insurance, Buyers, Real Estate Economics, Commercial Real Estate, Home Equity Loans, Real Estate License, Construction Loans, Vacation Homes, Mortgage Underwriting, Real Property, New Homes, Commercial Mortgages, Brokerage, Rentals, Home Equity Lines of...
Education
University of Arizona 1959 — 1963
Bachelor of Science (BS), Marketing
Penny Welch Penny Welch's Cambridge Financial Services Experience 1991 - 1998
Job Life Coach at Healing Leaders
Industry Professional Training & Coaching
Experience
Healing Leaders May 2011 - Present
Healing Leaders 1999 - 2011
Cambridge Financial Services 1991 - 1998
Commodity Communications Corp. 1984 - 1990
San Leandro School District 1967 - 1969
Skills
Coaching, Personal Development, Partnership-building, Conflict Resolution, Leadership, Teaching, Strategic Financial..., English-Spanish, Adult Education, Program Development
Education
Newfield Network 2010 — 2011
Life Coaching
ZERI - Zero Emissions Research and Initiative 2004 — 2005
Waste of one process becoming fuel for another.
American Express Financial Services 1998 — 2000
Personal Financial Planning
University of Oregon 1962 — 1966
Bachelor of Arts (B.A.), Romance Languages
Healing Leaders May 2011 - Present
Healing Leaders 1999 - 2011
Cambridge Financial Services 1991 - 1998
Commodity Communications Corp. 1984 - 1990
San Leandro School District 1967 - 1969
Skills
Coaching, Personal Development, Partnership-building, Conflict Resolution, Leadership, Teaching, Strategic Financial..., English-Spanish, Adult Education, Program Development
Education
Newfield Network 2010 — 2011
Life Coaching
ZERI - Zero Emissions Research and Initiative 2004 — 2005
Waste of one process becoming fuel for another.
American Express Financial Services 1998 — 2000
Personal Financial Planning
University of Oregon 1962 — 1966
Bachelor of Arts (B.A.), Romance Languages
Brady Ballard, CLCS Brady Ballard, CLCS's Cambridge Financial Services Experience April 2010 - August 2010
Job Helping Clients Develop Risk Management Solutions: Commercial Insurance Broker
Industry Financial Services
Experience
BB&T Insurance Services Inc. February 2015 - Present
HUB International June 2014 - February 2015
HUB International June 2012 - June 2014
XL Storage January 2012 - June 2012
Cambridge Financial Services April 2010 - August 2010
Nordstrom April 2009 - August 2010
Skills
Insurance, Customer Service, Risk Management, Microsoft Excel, Leadership, Property & Casualty..., Strategy, Employee Benefits, Business Development, Fluent in Italian, Management, Microsoft Word, Public Speaking, Sales Prospecting, Setting Appointments, Cold Calling Experience, Sales, PowerPoint, Time Management, Marketing, Salesforce.com, Microsoft Office, Team Building, Training, Team Leadership
Education
Hartford School of Insurance 2013 — 2013
Commercial Lines Producer Program
Brigham Young University - Idaho 2005 — 2012
Bachelor of Science, Business Management-Supply Chain Emphasis, Multi-Lingual Minor, Graduate
Glendora High School 2001 — 2005
BB&T Insurance Services Inc. February 2015 - Present
HUB International June 2014 - February 2015
HUB International June 2012 - June 2014
XL Storage January 2012 - June 2012
Cambridge Financial Services April 2010 - August 2010
Nordstrom April 2009 - August 2010
Skills
Insurance, Customer Service, Risk Management, Microsoft Excel, Leadership, Property & Casualty..., Strategy, Employee Benefits, Business Development, Fluent in Italian, Management, Microsoft Word, Public Speaking, Sales Prospecting, Setting Appointments, Cold Calling Experience, Sales, PowerPoint, Time Management, Marketing, Salesforce.com, Microsoft Office, Team Building, Training, Team Leadership
Education
Hartford School of Insurance 2013 — 2013
Commercial Lines Producer Program
Brigham Young University - Idaho 2005 — 2012
Bachelor of Science, Business Management-Supply Chain Emphasis, Multi-Lingual Minor, Graduate
Glendora High School 2001 — 2005
Kristy Franciosi's Cambridge Financial Services Experience August 2008 - January 2009
Job HR Generalist at Jervis B. Webb Company
Industry Industrial Automation
Experience
Jervis B. Webb Company June 2015 - Present
ADP July 2012 - June 2013
Humana August 2010 - July 2012
Humana May 2009 - September 2010
Cambridge Financial Services August 2008 - January 2009
Innatech August 2008 - December 2008
Skills
Employee Benefits, Recruiting, Management, Microsoft Excel, Health Insurance, Disability Insurance, Benefits Administration, Insurance, Medicare, Term Life Insurance, Brokers, Underwriting, Human Resources, Payroll, Customer Service, Sales
Education
Oakland University 2004 — 2008
Bachelor of Science, Human Resource Development
Jervis B. Webb Company June 2015 - Present
ADP July 2012 - June 2013
Humana August 2010 - July 2012
Humana May 2009 - September 2010
Cambridge Financial Services August 2008 - January 2009
Innatech August 2008 - December 2008
Skills
Employee Benefits, Recruiting, Management, Microsoft Excel, Health Insurance, Disability Insurance, Benefits Administration, Insurance, Medicare, Term Life Insurance, Brokers, Underwriting, Human Resources, Payroll, Customer Service, Sales
Education
Oakland University 2004 — 2008
Bachelor of Science, Human Resource Development
Robert Cryts Robert Cryts's Cambridge Financial Services Experience April 1998 - Present
Job Financial Adviser
Industry Financial Services
Experience
Cambridge Financial Services April 1998 - Present
Investors Capital April 1998 - Present
Commonwealth Equity Services January 1995 - April 1998
Lexington Financial Group January 1991 - April 1998
Education
University of Massachusetts Lowell 1990 — 1994
Bachelors, Finance
Cambridge Financial Services April 1998 - Present
Investors Capital April 1998 - Present
Commonwealth Equity Services January 1995 - April 1998
Lexington Financial Group January 1991 - April 1998
Education
University of Massachusetts Lowell 1990 — 1994
Bachelors, Finance
Wesley Webster Wesley Webster's Cambridge Financial Services Experience April 2011 - April 2012
Job Account Manager at Deseret Laboratories Inc.
Industry Health, Wellness and Fitness
Experience
Deseret Laboratories Inc. August 2015 - Present
Honeyville October 2013 - July 2015
First International Bank and Trust April 2012 - September 2013
Cambridge Financial Services April 2011 - April 2012
Webster's Countertops, Inc. April 2006 - November 2010
Church of Jesus Christ of Latter Day Saints April 2004 - April 2006
Skills
Retirement Planning, Strategic Financial..., Microsoft Excel, Microsoft Office, Life Insurance, Fixed Annuities, Variable Annuities, Investments, Financial Services, Personal Financial..., Commercial Insurance, Insurance, Property & Casualty...
Education
Dixie State College 2006 — 2010
Bachelor of Science (BS), Business Administration with Emphasis in Finance
Deseret Laboratories Inc. August 2015 - Present
Honeyville October 2013 - July 2015
First International Bank and Trust April 2012 - September 2013
Cambridge Financial Services April 2011 - April 2012
Webster's Countertops, Inc. April 2006 - November 2010
Church of Jesus Christ of Latter Day Saints April 2004 - April 2006
Skills
Retirement Planning, Strategic Financial..., Microsoft Excel, Microsoft Office, Life Insurance, Fixed Annuities, Variable Annuities, Investments, Financial Services, Personal Financial..., Commercial Insurance, Insurance, Property & Casualty...
Education
Dixie State College 2006 — 2010
Bachelor of Science (BS), Business Administration with Emphasis in Finance
Jonathan Bedford Jonathan Bedford's Cambridge Financial Services Experience 1998 - 2000
Job USAA agent at Sitel
Industry Insurance
Experience
Sitel September 2012 - Present
Strayer University January 2009 - October 2011
The Tommy Santelli Band 2005 - 2008
Rio Santee Home Loans 2004 - 2005
Swafford and Hayes 2002 - 2003
ClientLogic 2001 - 2002
Cambridge Financial Services 1998 - 2000
The Learning Company Ltd 1996 - 1998
ZYP 1995 - 1996
International Technology Corporation 1991 - 1993
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Training, Testing, Technical Support, Time Management, Teamwork, Strategic Planning
Education
Strayer University 2009 — 2012
Bachelor of Science (B.S.), Economics, 3.71
Sitel September 2012 - Present
Strayer University January 2009 - October 2011
The Tommy Santelli Band 2005 - 2008
Rio Santee Home Loans 2004 - 2005
Swafford and Hayes 2002 - 2003
ClientLogic 2001 - 2002
Cambridge Financial Services 1998 - 2000
The Learning Company Ltd 1996 - 1998
ZYP 1995 - 1996
International Technology Corporation 1991 - 1993
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Training, Testing, Technical Support, Time Management, Teamwork, Strategic Planning
Education
Strayer University 2009 — 2012
Bachelor of Science (B.S.), Economics, 3.71
Jake Mellor, MBA, CFP®'s Cambridge Financial Services Experience September 2010 - October 2012
Job Commissioner / Surveyor at Carbon County Administration
Industry Investment Management
Experience
Carbon County Administration January 2015 - Present
Wealth Management Strategies: A EFG Group of AXA Advisors April 2013 - Present
Tatton & Mellor Insurance Agency March 2013 - Present
Jake Mellor Tax & Accounting Services January 2013 - Present
AXA Advisors, LLC October 2012 - Present
Jake Mellor Financial Services, LLC September 2010 - Present
AXA Advisors 2012 - 2013
Hill and Stone Insurance 2012 - 2013
Humana 2009 - 2013
Cambridge Financial Services September 2010 - October 2012
Skills
IRAs, Buy-sell Agreements, Insurance, Investments, Disability Insurance, Universal Life, Life Insurance, Term Life Insurance, Long-term Care, Fixed Annuities, Retirement, Customer Service, Key Person Insurance, Whole Life, Variable Annuities, Retirement Planning, Estate Planning, Financial Planners, Employee Benefits, Wealth Management, Health Insurance, Investment Advisory, Securities, Strategic Financial..., Series 7, Finance, Investment Management, Property & Casualty..., Small Business, Commercial Insurance, General Insurance, Management, Personal Finance, Long Term Care Insurance, Personal Financial..., Budgets, Risk Management, Wealth Accumulation, Accounting, 401k, Financial Services, Roth IRA, Retirement Savings, 401k Rollovers, Group Insurance, Pensions, Wealth, Financial Advisory, Financial Analysis, Asset Protection
Education
Kaplan University 2009 — 2012
CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services
Southern Utah University 2009 — 2011
MBA, Masters of Busines Administration
Southern Utah University 2008 — 2010
Bachelor of Science in FINANCE, Investments & Insurance, 3.8
Snow College 2003 — 2004
AS, Business
Carbon County Administration January 2015 - Present
Wealth Management Strategies: A EFG Group of AXA Advisors April 2013 - Present
Tatton & Mellor Insurance Agency March 2013 - Present
Jake Mellor Tax & Accounting Services January 2013 - Present
AXA Advisors, LLC October 2012 - Present
Jake Mellor Financial Services, LLC September 2010 - Present
AXA Advisors 2012 - 2013
Hill and Stone Insurance 2012 - 2013
Humana 2009 - 2013
Cambridge Financial Services September 2010 - October 2012
Skills
IRAs, Buy-sell Agreements, Insurance, Investments, Disability Insurance, Universal Life, Life Insurance, Term Life Insurance, Long-term Care, Fixed Annuities, Retirement, Customer Service, Key Person Insurance, Whole Life, Variable Annuities, Retirement Planning, Estate Planning, Financial Planners, Employee Benefits, Wealth Management, Health Insurance, Investment Advisory, Securities, Strategic Financial..., Series 7, Finance, Investment Management, Property & Casualty..., Small Business, Commercial Insurance, General Insurance, Management, Personal Finance, Long Term Care Insurance, Personal Financial..., Budgets, Risk Management, Wealth Accumulation, Accounting, 401k, Financial Services, Roth IRA, Retirement Savings, 401k Rollovers, Group Insurance, Pensions, Wealth, Financial Advisory, Financial Analysis, Asset Protection
Education
Kaplan University 2009 — 2012
CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services
Southern Utah University 2009 — 2011
MBA, Masters of Busines Administration
Southern Utah University 2008 — 2010
Bachelor of Science in FINANCE, Investments & Insurance, 3.8
Snow College 2003 — 2004
AS, Business
Scott Jeppson Scott Jeppson's Cambridge Financial Services Experience March 2011 - March 2012
Job Regional Director of Operations at Enlivant
Industry Hospital & Health Care
Experience
Enlivant October 2014 - Present
Enlivant April 2012 - October 2014
Cambridge Financial Services March 2011 - March 2012
Merck January 1999 - January 2010
Franklin Covey 1994 - 1999
Skills
Pharmaceutical Sales, Performance Consulting, Strategic Financial..., Business Development, Process Improvement, Budgets, SPIN Sales Training, Customer Service, Sales, Public Speaking, Leadership Development, Business Process Mapping, Territory Management, Conflict Resolution, Employee Management, Insurance, Visio, Retirement Planning, Microsoft Excel, Leadership, Coaching, Marketing Strategy, Strategy, Team Building, Training, Estate Planning, Investments, Management, Marketing, New Business Development, Sales Force Development, Strategic Planning, Urology, Healthcare, Hospitals, Managed Care, Sales Management, Team Leadership, Sales Operations, Financial Planning
Education
Brigham Young University 1992 — 1996
BA, Advertising
Boise High School
High School Diploma
Enlivant October 2014 - Present
Enlivant April 2012 - October 2014
Cambridge Financial Services March 2011 - March 2012
Merck January 1999 - January 2010
Franklin Covey 1994 - 1999
Skills
Pharmaceutical Sales, Performance Consulting, Strategic Financial..., Business Development, Process Improvement, Budgets, SPIN Sales Training, Customer Service, Sales, Public Speaking, Leadership Development, Business Process Mapping, Territory Management, Conflict Resolution, Employee Management, Insurance, Visio, Retirement Planning, Microsoft Excel, Leadership, Coaching, Marketing Strategy, Strategy, Team Building, Training, Estate Planning, Investments, Management, Marketing, New Business Development, Sales Force Development, Strategic Planning, Urology, Healthcare, Hospitals, Managed Care, Sales Management, Team Leadership, Sales Operations, Financial Planning
Education
Brigham Young University 1992 — 1996
BA, Advertising
Boise High School
High School Diploma
Larry Reeves Larry Reeves's Cambridge Financial Services Experience August 2010 - March 2013
Job Crowdfunding sales executive
Industry Computer Software
Experience
CrowdEngine August 2015 - Present
Larry Reeves Photo July 2007 - Present
Infusionsoft October 2014 - June 2015
Infusionsoft November 2013 - October 2014
Bluehost July 2013 - November 2013
Cambridge Financial Services August 2010 - March 2013
Raymond, Reeves and Stout May 2007 - March 2011
CONVERGYS CORP January 2004 - August 2004
Skills
Sales, Insurance, Retirement Planning, Small Business, Investments, Marketing, Marketing Strategy, Online Marketing, Customer Service, Pensions, CRM, Fixed Annuities, Retirement, Social Media Marketing, Email Marketing, Strategic Financial..., Leadership, Estate Planning, Photography, Marketing Automation, Business Strategy, Employee Benefits, Small Business Marketing, Sales Automation, Life Insurance, Social Media, Sales Management, Small Business Online..., Pipeline Management, Sales Process, NetSuite, Management
Education
Brigham Young University - Hawaii 2002 — 2007
CrowdEngine August 2015 - Present
Larry Reeves Photo July 2007 - Present
Infusionsoft October 2014 - June 2015
Infusionsoft November 2013 - October 2014
Bluehost July 2013 - November 2013
Cambridge Financial Services August 2010 - March 2013
Raymond, Reeves and Stout May 2007 - March 2011
CONVERGYS CORP January 2004 - August 2004
Skills
Sales, Insurance, Retirement Planning, Small Business, Investments, Marketing, Marketing Strategy, Online Marketing, Customer Service, Pensions, CRM, Fixed Annuities, Retirement, Social Media Marketing, Email Marketing, Strategic Financial..., Leadership, Estate Planning, Photography, Marketing Automation, Business Strategy, Employee Benefits, Small Business Marketing, Sales Automation, Life Insurance, Social Media, Sales Management, Small Business Online..., Pipeline Management, Sales Process, NetSuite, Management
Education
Brigham Young University - Hawaii 2002 — 2007
Kristi Dorsett Kristi Dorsett's Cambridge Financial Services Experience April 2012 - Present
Job Assistant at Cambridge Financial Services
Industry Financial Services
Experience
Cambridge Financial Services April 2012 - Present
Skills
Retirement Planning, Insurance, Microsoft Excel, Budgets, Customer Service
Education
University of Phoenix
Bachelor of Science (B.S.), Human Services
Cambridge Financial Services April 2012 - Present
Skills
Retirement Planning, Insurance, Microsoft Excel, Budgets, Customer Service
Education
University of Phoenix
Bachelor of Science (B.S.), Human Services
Nick Dlugas Nick Dlugas's Cambridge Financial Services Experience May 2012 - August 2012
Job Trading Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2013 - Present
Cambridge Financial Services May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management
Education
University of Arizona 2009 — 2013
Bachelor's degree, Finance and Psychology minor
Wheaton College
Charles Schwab July 2013 - Present
Cambridge Financial Services May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management
Education
University of Arizona 2009 — 2013
Bachelor's degree, Finance and Psychology minor
Wheaton College
ROY HENRY ZINKIL III's Cambridge Financial Services Experience November 2000 - January 2010
Job Venture CapitalistFinancier
Industry Financial Services
Experience
RHZIII Group January 2011 - Present
Cambridge Financial Services November 2000 - January 2010
Double Eagle Manufacturing July 1990 - December 1996
Skills
Financial Analysis, Sarbanes-Oxley Act, Investments, Strategic Planning, Financial Modeling, Risk Management, Credit, Real Estate Transactions, Account Management, Asset Management, Real Estate, Start-ups, Business Strategy, Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Negotiation, Selling, Insurance, New Business Development, Refinance, Finance, Real Estate Financing, Real Estate Economics, Underwriting, Start-up, Capital Markets, Banking
Education
Claremont McKenna College
RHZIII Group January 2011 - Present
Cambridge Financial Services November 2000 - January 2010
Double Eagle Manufacturing July 1990 - December 1996
Skills
Financial Analysis, Sarbanes-Oxley Act, Investments, Strategic Planning, Financial Modeling, Risk Management, Credit, Real Estate Transactions, Account Management, Asset Management, Real Estate, Start-ups, Business Strategy, Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Negotiation, Selling, Insurance, New Business Development, Refinance, Finance, Real Estate Financing, Real Estate Economics, Underwriting, Start-up, Capital Markets, Banking
Education
Claremont McKenna College
Steven Chehames Steven Chehames's Cambridge Financial Services Experience October 2009 - July 2010
Job Analyst, Investor Relations at Skyworks Solutions
Industry Semiconductors
Experience
Skyworks Solutions, Inc. October 2014 - Present
Wellington Management October 2013 - October 2014
Fidelity Investments November 2011 - July 2013
Fidelity Investments November 2012 - June 2013
Fidelity Investments October 2010 - November 2011
Cambridge Financial Services October 2009 - July 2010
Skills
Investor Relations, Investor Presentations, Investments, Financial Markets, Securities, Equities, Mutual Funds, Fixed Income, Options, Alternative Investments, Retirement, Short Sales, Asset Allocation, 401k, Employee Stock Options
Education
University of Massachusetts Lowell 2005 — 2010
B.B.A, Business Administration; Finance/Management
Skyworks Solutions, Inc. October 2014 - Present
Wellington Management October 2013 - October 2014
Fidelity Investments November 2011 - July 2013
Fidelity Investments November 2012 - June 2013
Fidelity Investments October 2010 - November 2011
Cambridge Financial Services October 2009 - July 2010
Skills
Investor Relations, Investor Presentations, Investments, Financial Markets, Securities, Equities, Mutual Funds, Fixed Income, Options, Alternative Investments, Retirement, Short Sales, Asset Allocation, 401k, Employee Stock Options
Education
University of Massachusetts Lowell 2005 — 2010
B.B.A, Business Administration; Finance/Management
Chris Fonner Chris Fonner's Cambridge Financial Services Experience April 2011 - July 2012
Job Sales Manager at American Insurance Organization
Industry Insurance
Experience
American Insurance Organization 2008 - Present
Cambridge Financial Services April 2011 - July 2012
Cambridge Financial Group, Inc. 2011 - 2011
Cornerstone Christian Fellowship March 2008 - October 2010
American Insurance Organization 2008 - 2010
Avondale Nissan April 2005 - June 2006
Skills
Insurance, Health Insurance, Retirement Planning, Portfolio Management, Sales Management, Budgets, Fixed Annuities, Sales, Small Business, Disability Insurance, Medicare, Medicare Advantage, Medicare/Medicaid..., Supplemental Health, Critical Illness, Health Savings Accounts, Long-term Care, Long Term Care Insurance, Life Insurance, Term Life Insurance, Employee Benefits, Brokers, Universal Life, Accident
Education
Rio Salado College
American Insurance Organization 2008 - Present
Cambridge Financial Services April 2011 - July 2012
Cambridge Financial Group, Inc. 2011 - 2011
Cornerstone Christian Fellowship March 2008 - October 2010
American Insurance Organization 2008 - 2010
Avondale Nissan April 2005 - June 2006
Skills
Insurance, Health Insurance, Retirement Planning, Portfolio Management, Sales Management, Budgets, Fixed Annuities, Sales, Small Business, Disability Insurance, Medicare, Medicare Advantage, Medicare/Medicaid..., Supplemental Health, Critical Illness, Health Savings Accounts, Long-term Care, Long Term Care Insurance, Life Insurance, Term Life Insurance, Employee Benefits, Brokers, Universal Life, Accident
Education
Rio Salado College
Vincent Bordini Vincent Bordini's Cambridge Financial Services Experience January 2011 - June 2011
Job Financial Analyst at VCE
Industry Information Technology and Services
Experience
VCE February 2015 - Present
VCE January 2014 - February 2015
iBasis July 2013 - December 2013
iBasis January 2013 - June 2013
iBasis April 2012 - December 2012
iBasis August 2011 - April 2012
Cambridge Financial Services January 2011 - June 2011
Martha's Vineyard Land Bank May 2010 - August 2010
Putnam Investments November 2009 - April 2010
Skills
Management, Investments, Analysis, Data Analysis, Budgets, Sales, Leadership
Education
University of Massachusetts Lowell 2007 — 2011
BSBA, Finance and Management
VCE February 2015 - Present
VCE January 2014 - February 2015
iBasis July 2013 - December 2013
iBasis January 2013 - June 2013
iBasis April 2012 - December 2012
iBasis August 2011 - April 2012
Cambridge Financial Services January 2011 - June 2011
Martha's Vineyard Land Bank May 2010 - August 2010
Putnam Investments November 2009 - April 2010
Skills
Management, Investments, Analysis, Data Analysis, Budgets, Sales, Leadership
Education
University of Massachusetts Lowell 2007 — 2011
BSBA, Finance and Management