Cambridge Investment Research
Industry: Company
DescriptionCambridge Investment Research Incorporation is a United States-based broker-dealer and asset management firm headquartered in Fairfield, Iowa. The company was founded in 1981 and mainly works as a broker-dealer but also manages investment assets through its subsidiary Cambridge Investment Research Advisors Inc. Assets under management: 95 billion USD (2017) Headquarters: Fairfield, IA Founder: Eric Schwartz Founded: 1981 Parent organization: Cambridge Investment Group, Inc.
Cambridge Investment Research List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cambridge Investment Research. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Cambridge Investment Research Employees
Employee
Years
Job
Industry
Heather Becklund Heather Becklund's Cambridge Investment Research Experience January 2012 - Present
Job Team Lead Practice Management at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research January 2012 - Present
Cambridge Investment Research April 2011 - January 2012
Cambridge Investment Research March 2005 - April 2011
Skills
Project Planning, Portfolio Management, Management, Training, Financial Services, Social Media, Marketing, Coaching, Business Planning, Cannot accept..., Time Management, Facebook, LinkedIn, Twitter, Leadership, Public Speaking, Social Media Marketing
Education
Indian Hills Community College 2003 — 2005
Cambridge Investment Research January 2012 - Present
Cambridge Investment Research April 2011 - January 2012
Cambridge Investment Research March 2005 - April 2011
Skills
Project Planning, Portfolio Management, Management, Training, Financial Services, Social Media, Marketing, Coaching, Business Planning, Cannot accept..., Time Management, Facebook, LinkedIn, Twitter, Leadership, Public Speaking, Social Media Marketing
Education
Indian Hills Community College 2003 — 2005
Jonathan Swanson Jonathan Swanson's Cambridge Investment Research Experience May 2014 - August 2014
Job Practice Management & Technology Consultant Intern at Cambridge Investment Research
Industry
Experience
Cambridge Investment Research May 2014 - August 2014
Skills
Employee Training, Customer Service, Employee Relations, Visual Basic, Private Pilot, Sales Management, Retail Sales, Due Diligence, AutoCAD, Microsoft Office, Financial Services, Marketing
Education
Iowa State University 2014 — 2016
Indian Hills Community College 2013 — 2014
Associate of Arts (A.A.)
Cambridge Investment Research May 2014 - August 2014
Skills
Employee Training, Customer Service, Employee Relations, Visual Basic, Private Pilot, Sales Management, Retail Sales, Due Diligence, AutoCAD, Microsoft Office, Financial Services, Marketing
Education
Iowa State University 2014 — 2016
Indian Hills Community College 2013 — 2014
Associate of Arts (A.A.)
Ali Swigart Ali Swigart's Cambridge Investment Research Experience May 2014 - Present
Job Team Lead, Knowledge Center at Cambridge Investment Research, Inc.
Industry Marketing and Advertising
Experience
Cambridge Investment Research, Inc. August 2015 - Present
Cambridge Investment Research May 2014 - Present
Cambridge Investment Research May 2013 - May 2014
Cambridge Investment Research May 2012 - May 2013
Man Up Nation January 2012 - May 2012
Central College January 2009 - May 2012
Graduation Images and Marathon Foto May 2009 - August 2009
Graduation Images and Marathon Foto May 2009 - August 2009
Skills
Microsoft Office, Blogging, Event Planning, Time Management, Social Media, Research, PowerPoint, Public Speaking, Facebook, Microsoft Word, Microsoft Excel, Social Networking, Customer Service, Social Media Marketing, Public Relations, Photoshop, Marketing
Education
Central College 2008 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Central College 2008 — 2012
Bachelor of Arts (B.A.), Business Management, Communication Studies
Cambridge Investment Research, Inc. August 2015 - Present
Cambridge Investment Research May 2014 - Present
Cambridge Investment Research May 2013 - May 2014
Cambridge Investment Research May 2012 - May 2013
Man Up Nation January 2012 - May 2012
Central College January 2009 - May 2012
Graduation Images and Marathon Foto May 2009 - August 2009
Graduation Images and Marathon Foto May 2009 - August 2009
Skills
Microsoft Office, Blogging, Event Planning, Time Management, Social Media, Research, PowerPoint, Public Speaking, Facebook, Microsoft Word, Microsoft Excel, Social Networking, Customer Service, Social Media Marketing, Public Relations, Photoshop, Marketing
Education
Central College 2008 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Central College 2008 — 2012
Bachelor of Arts (B.A.), Business Management, Communication Studies
Amy Hubanks Amy Hubanks's Cambridge Investment Research Experience January 2007 - March 2010
Job Middle Street Capital & Hubanks Consulting
Industry Financial Services
Experience
Middle Street Capital - Hubanks Consulting January 2010 - Present
Cambridge Investment Research January 2007 - March 2010
Skills
Financial Advisory, Portfolio Management, Finance, Investments, Financial Services, Retirement, Series 7, Financial Planning, Retirement Planning, Asset Management
Education
Buena Vista University 2012 — 2014
Bachelor of Arts (B.A.), Accounting and Finance & Human Resource Management, 3.868
Indian Hills Community College 2010 — 2012
Associate of Arts (AA), Business & Accounting, 4.0
Middle Street Capital - Hubanks Consulting January 2010 - Present
Cambridge Investment Research January 2007 - March 2010
Skills
Financial Advisory, Portfolio Management, Finance, Investments, Financial Services, Retirement, Series 7, Financial Planning, Retirement Planning, Asset Management
Education
Buena Vista University 2012 — 2014
Bachelor of Arts (B.A.), Accounting and Finance & Human Resource Management, 3.868
Indian Hills Community College 2010 — 2012
Associate of Arts (AA), Business & Accounting, 4.0
Jamie Roth Jamie Roth's Cambridge Investment Research Experience May 2012 - Present
Job Virtual Assistant at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research May 2012 - Present
Louisa Muscatine Community Schools January 2012 - May 2012
University of Northern Iowa January 2010 - May 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Customer Service, Time Management, Social Media, Facebook, Data Analysis, Social Networking, CRM
Education
University of Northern Iowa 2010 — 2012
Bachelor of Arts (B.A.), Business Teaching
Indian Hills Community College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Cambridge Investment Research May 2012 - Present
Louisa Muscatine Community Schools January 2012 - May 2012
University of Northern Iowa January 2010 - May 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Customer Service, Time Management, Social Media, Facebook, Data Analysis, Social Networking, CRM
Education
University of Northern Iowa 2010 — 2012
Bachelor of Arts (B.A.), Business Teaching
Indian Hills Community College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Bill Tadio Bill Tadio's Cambridge Investment Research Experience February 2004 - September 2014
Job Vice President, Business Development at NFP Advisor Services
Industry Financial Services
Experience
NFP Advisor Services July 2015 - Present
BAR Financial, LLC September 2014 - July 2015
Cambridge Investment Research February 2004 - September 2014
ING Investment Management January 2003 - February 2004
AXA Investment Managers January 2001 - January 2003
Skills
Recruiting, Financial Advisory, Business Development, Mutual Funds, Due Diligence, Investments, Series 24, Asset Managment, Team Building, New Business Development, Strategic Financial..., Financial Services, Portfolio Management, FINRA, Leadership, Series 7, Securities, Retirement Planning, 401k, Wealth Management, Series 63, Strategic Planning, Asset Management, Financial Analysis, Risk Management, Investment Advisory, Marketing Strategy, Retirement, Sales Management, Fixed Income, Series 65, Uniform Combined State...
Education
Arizona State University 1986 — 1992
BS Business, Business Management
NFP Advisor Services July 2015 - Present
BAR Financial, LLC September 2014 - July 2015
Cambridge Investment Research February 2004 - September 2014
ING Investment Management January 2003 - February 2004
AXA Investment Managers January 2001 - January 2003
Skills
Recruiting, Financial Advisory, Business Development, Mutual Funds, Due Diligence, Investments, Series 24, Asset Managment, Team Building, New Business Development, Strategic Financial..., Financial Services, Portfolio Management, FINRA, Leadership, Series 7, Securities, Retirement Planning, 401k, Wealth Management, Series 63, Strategic Planning, Asset Management, Financial Analysis, Risk Management, Investment Advisory, Marketing Strategy, Retirement, Sales Management, Fixed Income, Series 65, Uniform Combined State...
Education
Arizona State University 1986 — 1992
BS Business, Business Management
Elizabeth Thornburg Elizabeth Thornburg's Cambridge Investment Research Experience October 2011 - Present
Job Administrative Assistant, Education and Events at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research October 2011 - Present
State Central Bank July 2009 - October 2011
Skills
Customer Service
Education
Indian Hills Community College 2004 — 2006
Associate of Arts (A.A.), Associate of Early Childhood Education, Early Childhood Education and Teaching
Cambridge Investment Research October 2011 - Present
State Central Bank July 2009 - October 2011
Skills
Customer Service
Education
Indian Hills Community College 2004 — 2006
Associate of Arts (A.A.), Associate of Early Childhood Education, Early Childhood Education and Teaching
Holliey Brinkmeier Holliey Brinkmeier's Cambridge Investment Research Experience June 2008 - Present
Job Partner Support at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research June 2008 - Present
Education
Indian Hills Community College 2006 — 2008
AA, Business
Fairfield High School
Cambridge Investment Research June 2008 - Present
Education
Indian Hills Community College 2006 — 2008
AA, Business
Fairfield High School
Kaitlyn Haggerty Kaitlyn Haggerty's Cambridge Investment Research Experience June 2013 - August 2013
Job J.D. Candidate at Georgetown University Law Center
Industry Legal Services
Experience
U.S. Securities and Exchange Commission May 2015 - Present
The University of Iowa August 2013 - December 2013
Cambridge Investment Research June 2013 - August 2013
FAA June 2012 - August 2012
OFA May 2009 - August 2009
Skills
Economics, International Relations, Analysis, Government, Policy Analysis, Federal Government, Public Policy, Due Diligence, Politics, R, Stata, Foreign Policy, Qualitative Research
Education
Georgetown University Law Center 2014 — 2017
Juris Doctor (J.D.), JD Candidate
University of Iowa 2010 — 2013
Bachelor of Science (BS), Political Science, Economics
U.S. Securities and Exchange Commission May 2015 - Present
The University of Iowa August 2013 - December 2013
Cambridge Investment Research June 2013 - August 2013
FAA June 2012 - August 2012
OFA May 2009 - August 2009
Skills
Economics, International Relations, Analysis, Government, Policy Analysis, Federal Government, Public Policy, Due Diligence, Politics, R, Stata, Foreign Policy, Qualitative Research
Education
Georgetown University Law Center 2014 — 2017
Juris Doctor (J.D.), JD Candidate
University of Iowa 2010 — 2013
Bachelor of Science (BS), Political Science, Economics
Miranda E. McCoy Miranda E. McCoy's Cambridge Investment Research Experience 2011 - Present
Job Senior Compliance Examiner at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research 2011 - Present
E*TRADE Financial January 2007 - July 2010
Capstone Financial/Mass Mutual June 2005 - January 2007
J P Turner March 2004 - August 2004
Sterne Agee & Leach/SAL Financial February 2002 - August 2003
Charles Schwab and Co June 1999 - June 2001
Skills
Series 24, Investment Management, Managing Accounts, Superior Client Service, Securities, Series 7, Investments, Microsoft Office, Equities, Microsoft Excel
Education
Georgia State University
BA, Political Science
Cambridge Investment Research 2011 - Present
E*TRADE Financial January 2007 - July 2010
Capstone Financial/Mass Mutual June 2005 - January 2007
J P Turner March 2004 - August 2004
Sterne Agee & Leach/SAL Financial February 2002 - August 2003
Charles Schwab and Co June 1999 - June 2001
Skills
Series 24, Investment Management, Managing Accounts, Superior Client Service, Securities, Series 7, Investments, Microsoft Office, Equities, Microsoft Excel
Education
Georgia State University
BA, Political Science
John Seier Jr. John Seier Jr.'s Cambridge Investment Research Experience May 2013 - August 2013
Job Tax Associate at BKD CPAs & Advisors
Industry Accounting
Experience
BKD CPAs & Advisors September 2014 - Present
Central College August 2010 - May 2014
Cambridge Investment Research May 2013 - August 2013
Central College January 2012 - May 2013
FitPro September 2011 - December 2011
Skills
Accounting, Microsoft Excel, Financial Accounting, Public Speaking, Microsoft Office, Microsoft Word, Financial Reporting, Access, Teamwork, Time Management, Spanish, PowerPoint, Management, General Ledger, Account Reconciliation, Customer Service, Research, Financial Analysis, Bookkeeping, Budgets, Outlook, English, Critical Thinking, Auditing, Variance Analysis, Journal Entries, Financial Statements, Individual Tax...
Education
Central College 2010 — 2014
Bachelor's degree, Accounting
Waverly High School 2006 — 2010
BKD CPAs & Advisors September 2014 - Present
Central College August 2010 - May 2014
Cambridge Investment Research May 2013 - August 2013
Central College January 2012 - May 2013
FitPro September 2011 - December 2011
Skills
Accounting, Microsoft Excel, Financial Accounting, Public Speaking, Microsoft Office, Microsoft Word, Financial Reporting, Access, Teamwork, Time Management, Spanish, PowerPoint, Management, General Ledger, Account Reconciliation, Customer Service, Research, Financial Analysis, Bookkeeping, Budgets, Outlook, English, Critical Thinking, Auditing, Variance Analysis, Journal Entries, Financial Statements, Individual Tax...
Education
Central College 2010 — 2014
Bachelor's degree, Accounting
Waverly High School 2006 — 2010
Eddie Caplan Eddie Caplan's Cambridge Investment Research Experience October 2011 - Present
Job Sr. Product Owner, Business Software Applications
Industry Financial Services
Experience
Cambridge Investment Research October 2011 - Present
XCast Labs (formerly GlobalTouch Telecom) May 2006 - September 2011
Star Archer January 2001 - May 2006
Primus Telecom (formerly Telegroup) June 1997 - December 2000
Strouss & Associates July 1996 - June 1997
Fannie Mae September 1990 - June 1996
Carnegie Mellon University September 1983 - August 1990
Skills
Software Development, Scrum, SDLC, Requirements Analysis, Web Services, Microsoft SQL Server, SQL, Enterprise Architecture, Agile Methodologies, Business Process..., Business Analysis, Business Process, Software Project..., Program Management, Project Management, Management
Education
Carnegie Mellon University 1976 — 1983
BFA, Music Composition
Cambridge Investment Research October 2011 - Present
XCast Labs (formerly GlobalTouch Telecom) May 2006 - September 2011
Star Archer January 2001 - May 2006
Primus Telecom (formerly Telegroup) June 1997 - December 2000
Strouss & Associates July 1996 - June 1997
Fannie Mae September 1990 - June 1996
Carnegie Mellon University September 1983 - August 1990
Skills
Software Development, Scrum, SDLC, Requirements Analysis, Web Services, Microsoft SQL Server, SQL, Enterprise Architecture, Agile Methodologies, Business Process..., Business Analysis, Business Process, Software Project..., Program Management, Project Management, Management
Education
Carnegie Mellon University 1976 — 1983
BFA, Music Composition
Davis Lowenberg Davis Lowenberg's Cambridge Investment Research Experience May 2014 - Present
Job Business Consulting Assistant at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research May 2014 - Present
Cambridge Investment Research May 2013 - August 2013
Smithburg Automotive April 2009 - August 2012
Skills
Customer Service, Customer Satisfaction, Marketing, Sales, Financial Services, Time Management, Windows, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Access, Teamwork
Education
AIB College of Business 2012 — 2015
Still currently enrolled, Business Administration & Financial Services
Cambridge Investment Research May 2014 - Present
Cambridge Investment Research May 2013 - August 2013
Smithburg Automotive April 2009 - August 2012
Skills
Customer Service, Customer Satisfaction, Marketing, Sales, Financial Services, Time Management, Windows, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Access, Teamwork
Education
AIB College of Business 2012 — 2015
Still currently enrolled, Business Administration & Financial Services
Bekezela Dube Bekezela Dube's Cambridge Investment Research Experience August 2011 - Present
Job Database Developer at Cambridge Investment Research
Industry Investment Management
Experience
Cambridge Investment Research August 2011 - Present
Leslie Wood Research Inc August 2005 - October 2011
Skills
Microsoft SQL Server, SQL, Databases, SSIS, SSRS, Unix, MySQL, Troubleshooting, Operating Systems, Windows Server, ETL, Database Administration, Analysis Services, Linux, Programming
Education
State University of New York at New Paltz 2007 — 2008
M.S, Electrical Engineering
State University of New York at New Paltz 2002 — 2004
BSc, Computer Egineering
County College of Morris 2000 — 2002
Associates, Engineering
Cambridge Investment Research August 2011 - Present
Leslie Wood Research Inc August 2005 - October 2011
Skills
Microsoft SQL Server, SQL, Databases, SSIS, SSRS, Unix, MySQL, Troubleshooting, Operating Systems, Windows Server, ETL, Database Administration, Analysis Services, Linux, Programming
Education
State University of New York at New Paltz 2007 — 2008
M.S, Electrical Engineering
State University of New York at New Paltz 2002 — 2004
BSc, Computer Egineering
County College of Morris 2000 — 2002
Associates, Engineering
Jenna Nelson Jenna Nelson's Cambridge Investment Research Experience May 2015 - August 2015
Job Marketing Intern at Access Systems, Inc.
Industry Events Services
Experience
Access Systems, Inc. September 2015 - Present
Cambridge Investment Research May 2015 - August 2015
Sun Tan City February 2015 - April 2015
Cambridge Investment Research May 2014 - August 2014
Drake University September 2013 - December 2013
Skills
Microsoft Office, Event Planning, Leadership, Social Media, Cvent, Mobile Applications, Fundraising, PowerPoint, Microsoft Excel, Entrepreneurship, Marketing, Customer Service, Time Management, Teamwork, Public Speaking
Education
Drake University 2013 — 2017
Marketing and Graphic Design
Fairfield High School 2009 — 2013
High School
Leadership Iowa University
Access Systems, Inc. September 2015 - Present
Cambridge Investment Research May 2015 - August 2015
Sun Tan City February 2015 - April 2015
Cambridge Investment Research May 2014 - August 2014
Drake University September 2013 - December 2013
Skills
Microsoft Office, Event Planning, Leadership, Social Media, Cvent, Mobile Applications, Fundraising, PowerPoint, Microsoft Excel, Entrepreneurship, Marketing, Customer Service, Time Management, Teamwork, Public Speaking
Education
Drake University 2013 — 2017
Marketing and Graphic Design
Fairfield High School 2009 — 2013
High School
Leadership Iowa University
Jacque Hesseltine Jacque Hesseltine's Cambridge Investment Research Experience May 2012 - Present
Job Practice Management Consultant at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research May 2012 - Present
Cambridge Investment Research July 2010 - May 2012
Skills
CASA (Court Appointed..., Series 7, Retirement Planning, Financial Services, Wealth Management, Strategic Financial..., Investments, Securities, Mutual Funds, Series 24, Insurance, Training, Coaching, Retirement, Public Speaking, Employee Benefits
Education
Buena Vista University 2006 — 2008
Bachelor's degree, Psychology
Indian Hills Community College
Associate of Arts and Sciences (A.A.S.)
Cambridge Investment Research May 2012 - Present
Cambridge Investment Research July 2010 - May 2012
Skills
CASA (Court Appointed..., Series 7, Retirement Planning, Financial Services, Wealth Management, Strategic Financial..., Investments, Securities, Mutual Funds, Series 24, Insurance, Training, Coaching, Retirement, Public Speaking, Employee Benefits
Education
Buena Vista University 2006 — 2008
Bachelor's degree, Psychology
Indian Hills Community College
Associate of Arts and Sciences (A.A.S.)
DeAnna Higdon DeAnna Higdon's Cambridge Investment Research Experience February 2011 - April 2013
Job Administrative Assistant
Industry Hospital & Health Care
Experience
Caribou Coffee November 2013 - June 2014
PhysEmp.com April 2013 - June 2014
Cambridge Investment Research February 2011 - April 2013
H & H Mold & Tooling September 2000 - January 2011
Skills
Lead Generation, Customer Service, Sales, Customer Satisfaction, Time Management, Customer Experience, Management, Account Management, Accounts Receivable, Accounts Payable, Invoicing, Purchasing, Public Relations, Highly detail oriented, Payroll, Accounting, Event Management
Education
Fairfield High School 1987 — 1990
Diploma, General
Indian Hills Community College
Diploma, Administrative Assistant and Secretarial Science, General
Caribou Coffee November 2013 - June 2014
PhysEmp.com April 2013 - June 2014
Cambridge Investment Research February 2011 - April 2013
H & H Mold & Tooling September 2000 - January 2011
Skills
Lead Generation, Customer Service, Sales, Customer Satisfaction, Time Management, Customer Experience, Management, Account Management, Accounts Receivable, Accounts Payable, Invoicing, Purchasing, Public Relations, Highly detail oriented, Payroll, Accounting, Event Management
Education
Fairfield High School 1987 — 1990
Diploma, General
Indian Hills Community College
Diploma, Administrative Assistant and Secretarial Science, General
Mahmoud ElShazly Mahmoud ElShazly's Cambridge Investment Research Experience October 2011 - Present
Job Senior Application Developer at Cambridge Investment Research
Industry Computer Software
Experience
Cambridge Investment Research October 2011 - Present
KnowledgeNet May 2010 - February 2011
Arabia for Information Technology December 2007 - May 2010
Skills
C#, WCF, .NET, Visual Studio, ASP.NET, ASP.NET MVC, Design Patterns, TFS, Microsoft SQL Server, WPF, Scrum, UML, JavaScript, NHibernate, Entity Framework, Subversion, C, C++, x86 Assembly
Education
Maharishi University of Management 2011 — 2013
Master, Computer Science
Ain Shams University 2002 — 2007
Bachelor of Science, Computer and System Engineering
Cambridge Investment Research October 2011 - Present
KnowledgeNet May 2010 - February 2011
Arabia for Information Technology December 2007 - May 2010
Skills
C#, WCF, .NET, Visual Studio, ASP.NET, ASP.NET MVC, Design Patterns, TFS, Microsoft SQL Server, WPF, Scrum, UML, JavaScript, NHibernate, Entity Framework, Subversion, C, C++, x86 Assembly
Education
Maharishi University of Management 2011 — 2013
Master, Computer Science
Ain Shams University 2002 — 2007
Bachelor of Science, Computer and System Engineering
Dawn Wales Dawn Wales's Cambridge Investment Research Experience June 2012 - Present
Job Regional Director at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research June 2012 - Present
Cambridge Investment Research January 2008 - June 2012
Ameriprise Financial Services, Inc. March 2004 - January 2008
Northwestern Mutual August 2001 - January 2004
Education
Colorado Technical University 2011 — 2012
Bachelor of Science, Business Administration, Human Resources
Black Hawk College
Associates of Applied Science, Business Management and Marketing
Cambridge Investment Research June 2012 - Present
Cambridge Investment Research January 2008 - June 2012
Ameriprise Financial Services, Inc. March 2004 - January 2008
Northwestern Mutual August 2001 - January 2004
Education
Colorado Technical University 2011 — 2012
Bachelor of Science, Business Administration, Human Resources
Black Hawk College
Associates of Applied Science, Business Management and Marketing
Gregory J Bunger, EA, CFP® Gregory J Bunger, EA, CFP®'s Cambridge Investment Research Experience January 2007 - September 2014
Job VP & Chief Compliance Officer at Kennedy Wealth & Tax Management, Inc.
Industry Financial Services
Experience
Kennedy Wealth & Tax Management, Inc. September 2014 - Present
Kennedy & Company PC December 2004 - Present
Cambridge Investment Research January 2007 - September 2014
Education
College for Financial Planning 1996 — 1997
CFP® Certificate
Hamilton College 1974 — 1978
B.A.
Kennedy Wealth & Tax Management, Inc. September 2014 - Present
Kennedy & Company PC December 2004 - Present
Cambridge Investment Research January 2007 - September 2014
Education
College for Financial Planning 1996 — 1997
CFP® Certificate
Hamilton College 1974 — 1978
B.A.
Mohammed Azrak Mohammed Azrak's Cambridge Investment Research Experience August 2013 - September 2014
Job Senior Systems Administrator, IT | IS | Open to networking opportunities
Industry Information Technology and Services
Experience
IT Systems Administration Leaders in the Greater Chicago Area 2014 - Present
Kendall Hunt Publishing Company November 2014 - February 2015
Cambridge Investment Research August 2013 - September 2014
IBM April 2010 - July 2013
Indeva Web Solutions April 2006 - April 2010
Cyberlink Mortgage January 2004 - July 2004
CSUSB September 2001 - December 2003
Skills
Security, Troubleshooting, IT Asset Management, System Administration, Agile Methodologies, Project Management, PMP, Windows Server, VMware ESX, IT Service Management, Microsoft Exchange, Business Analysis, Information Security..., ITIL, SAN, Enterprise Software, Integration, Information Technology, Hardware, Network Architecture, Software Asset..., IT Strategy, Servers, VMware, Active Directory, IBM Tivoli, Disaster Recovery, Data Center, Solution Architecture, SDLC, Cloud Computing, Virtualization, Software Project..., SharePoint, Standards Compliance, ITIL Implementation, PMI Trained, IBM Certified, Asset Management, Vendor Management, IT Outsourcing, System Deployment, Asset Managment, Security Compliance, Operating Systems, Infrastructure, Technical Support, Unix, IIS, IT Operations
Education
Kaplan University 2013 — 2015
Master's Degree, Information Technology, 4.0
Cal State San Bernardino 2000 — 2003
Bachelor of Science (B.S.), Computer Science, 3.7
Chaffey College 1991 — 1993
Associate of Science (A.S.), Electrical and Electronics Engineering
IT Systems Administration Leaders in the Greater Chicago Area 2014 - Present
Kendall Hunt Publishing Company November 2014 - February 2015
Cambridge Investment Research August 2013 - September 2014
IBM April 2010 - July 2013
Indeva Web Solutions April 2006 - April 2010
Cyberlink Mortgage January 2004 - July 2004
CSUSB September 2001 - December 2003
Skills
Security, Troubleshooting, IT Asset Management, System Administration, Agile Methodologies, Project Management, PMP, Windows Server, VMware ESX, IT Service Management, Microsoft Exchange, Business Analysis, Information Security..., ITIL, SAN, Enterprise Software, Integration, Information Technology, Hardware, Network Architecture, Software Asset..., IT Strategy, Servers, VMware, Active Directory, IBM Tivoli, Disaster Recovery, Data Center, Solution Architecture, SDLC, Cloud Computing, Virtualization, Software Project..., SharePoint, Standards Compliance, ITIL Implementation, PMI Trained, IBM Certified, Asset Management, Vendor Management, IT Outsourcing, System Deployment, Asset Managment, Security Compliance, Operating Systems, Infrastructure, Technical Support, Unix, IIS, IT Operations
Education
Kaplan University 2013 — 2015
Master's Degree, Information Technology, 4.0
Cal State San Bernardino 2000 — 2003
Bachelor of Science (B.S.), Computer Science, 3.7
Chaffey College 1991 — 1993
Associate of Science (A.S.), Electrical and Electronics Engineering
Genevieve Sisco Genevieve Sisco's Cambridge Investment Research Experience 2004 - 2006
Job Senior Vice President, Recruiting at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial February 2014 - Present
SagePoint Financial October 2008 - February 2014
ING Advisors Network December 2007 - October 2008
Berthel Fisher & Company Financial Services, Inc. January 2007 - December 2007
Cambridge Investment Research 2004 - 2006
Skills
Securities, Mutual Funds, Recruiting, Financial Services, Customer Service, Building Relationships, Marketing, Public Speaking, Business Development
Education
Humboldt State University 2003 — 2004
Secondary Education Credential, History
Humboldt State University 2000 — 2004
Bachelor's degree, History
SagePoint Financial February 2014 - Present
SagePoint Financial October 2008 - February 2014
ING Advisors Network December 2007 - October 2008
Berthel Fisher & Company Financial Services, Inc. January 2007 - December 2007
Cambridge Investment Research 2004 - 2006
Skills
Securities, Mutual Funds, Recruiting, Financial Services, Customer Service, Building Relationships, Marketing, Public Speaking, Business Development
Education
Humboldt State University 2003 — 2004
Secondary Education Credential, History
Humboldt State University 2000 — 2004
Bachelor's degree, History
Cindy M Schaus Cindy M Schaus's Cambridge Investment Research Experience April 2008 - Present
Job First Vice President, Public Relations & Creative Marketing, Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research April 2008 - Present
Masters Program Iowa State University 2007 - 2008
American Independence Funds & Meredith Corp January 2006 - June 2007
ING U.S. Financial Services January 1989 - December 2005
Skills
Planned Giving,..., Strategy, Corporate Communications, Strategic Communications, Media Relations, Public Relations, Marketing Communications, Marketing, Marketing Strategy, Advertising, Leadership, Strategic Planning, Digital Media
Education
Iowa State University
Mathematics Education Masters Program
Simpson College
BA Accounting, Finance & Accounting
University of Iowa - Henry B. Tippie College of Business
Finance & Art
University of Michigan - Stephen M. Ross School of Business
Investor Relations Institute & Certification Program
Boston College
Strategic Corporate Giving Certification Program
Cambridge Investment Research April 2008 - Present
Masters Program Iowa State University 2007 - 2008
American Independence Funds & Meredith Corp January 2006 - June 2007
ING U.S. Financial Services January 1989 - December 2005
Skills
Planned Giving,..., Strategy, Corporate Communications, Strategic Communications, Media Relations, Public Relations, Marketing Communications, Marketing, Marketing Strategy, Advertising, Leadership, Strategic Planning, Digital Media
Education
Iowa State University
Mathematics Education Masters Program
Simpson College
BA Accounting, Finance & Accounting
University of Iowa - Henry B. Tippie College of Business
Finance & Art
University of Michigan - Stephen M. Ross School of Business
Investor Relations Institute & Certification Program
Boston College
Strategic Corporate Giving Certification Program
Mark R. Mitchell, CFP (R) Practitioner Mark R. Mitchell, CFP (R) Practitioner's Cambridge Investment Research Experience 2000 - Present
Job Owner, Retirement Plan Advisors
Industry Investment Management
Experience
Retirement Plan Advisors March 2000 - Present
Retirement Plan Advisors, LLC January 2000 - Present
Comperehensive retirement plan solutions January 2000 - Present
Cambridge Investment Research 2000 - Present
Retirement Plan Advisors 2000 - Present
Nationwide Retirement Solutions 1997 - March 2000
City of Livonia January 1974 - January 1989
Skills
Retirement Planning, Retirement, Investment Advisory, Estate Planning, Strategic Financial..., Series 7, Financial Advisory, Investments, Securities, Pensions, High Net Worth..., Wealth Management, Roth IRA, Insurance, Employee Benefits, Investment Strategies, 401k, FINRA, Certified Financial..., Wealth, Fixed Annuities, Long Term Care Insurance, IRAs, Asset Allocation, Finance, Financial Education, Wealth Accumulation, Mutual Funds, Investment Advisory..., 401k Rollovers, Disability Insurance, Series 6, Income Protection, Asset Management, Alternative Investments, Series 63, Financial Services, Term Life Insurance, Financial Planners, Uniform Combined State..., Education Funding, Series 24, Personal Finance, College Savings Plans, Small Business, Wealth Management..., Personal Financial..., 457 Plans, Trusts, Retirement Planning...
Education
College for Financial Planning 1988 — 1992
CFP, Financial Planning and Services
Franklin High School, Livonia MI 1970 — 1973
Retirement Plan Advisors March 2000 - Present
Retirement Plan Advisors, LLC January 2000 - Present
Comperehensive retirement plan solutions January 2000 - Present
Cambridge Investment Research 2000 - Present
Retirement Plan Advisors 2000 - Present
Nationwide Retirement Solutions 1997 - March 2000
City of Livonia January 1974 - January 1989
Skills
Retirement Planning, Retirement, Investment Advisory, Estate Planning, Strategic Financial..., Series 7, Financial Advisory, Investments, Securities, Pensions, High Net Worth..., Wealth Management, Roth IRA, Insurance, Employee Benefits, Investment Strategies, 401k, FINRA, Certified Financial..., Wealth, Fixed Annuities, Long Term Care Insurance, IRAs, Asset Allocation, Finance, Financial Education, Wealth Accumulation, Mutual Funds, Investment Advisory..., 401k Rollovers, Disability Insurance, Series 6, Income Protection, Asset Management, Alternative Investments, Series 63, Financial Services, Term Life Insurance, Financial Planners, Uniform Combined State..., Education Funding, Series 24, Personal Finance, College Savings Plans, Small Business, Wealth Management..., Personal Financial..., 457 Plans, Trusts, Retirement Planning...
Education
College for Financial Planning 1988 — 1992
CFP, Financial Planning and Services
Franklin High School, Livonia MI 1970 — 1973
Vicki Kirchhoff-Martin Vicki Kirchhoff-Martin's Cambridge Investment Research Experience September 1995 - May 2000
Job Workers' Compensation Claims Adjuster at Gallagher Bassett
Industry Insurance
Experience
Gallagher Bassett November 2004 - Present
Illinois Hospital Association October 2000 - July 2004
Cambridge Investment Research September 1995 - May 2000
Skills
Workers' Compensation..., Creative Writing, Customer Satisfaction
Education
National Louis University 1990 — 1991
Bachelor of Education (BEd), Elementary Education and Teaching an English
College of DuPage 1990 — 1990
Elementary Education and Teaching
Gallagher Bassett November 2004 - Present
Illinois Hospital Association October 2000 - July 2004
Cambridge Investment Research September 1995 - May 2000
Skills
Workers' Compensation..., Creative Writing, Customer Satisfaction
Education
National Louis University 1990 — 1991
Bachelor of Education (BEd), Elementary Education and Teaching an English
College of DuPage 1990 — 1990
Elementary Education and Teaching
Ann Pauley Ann Pauley's Cambridge Investment Research Experience November 2012 - Present
Job Financial Planner at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research November 2012 - Present
Insurance and Financial Leaders of the Southeast 2013 - 2013
Woodbury Financial Services August 2006 - November 2012
AXA Equitable March 2001 - August 2006
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Retirement, Estate Planning, Portfolio Management, Mutual Funds, Investment Advisory, Insurance, Financial Advisory, Investment Strategies, Pensions, Asset Management, Wealth, Financial Analysis, Asset Allocation, Risk Management, Series 7, Financial Planning, IRAs
Education
Columbia College (SC) 1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management, General
Cambridge Investment Research November 2012 - Present
Insurance and Financial Leaders of the Southeast 2013 - 2013
Woodbury Financial Services August 2006 - November 2012
AXA Equitable March 2001 - August 2006
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Retirement, Estate Planning, Portfolio Management, Mutual Funds, Investment Advisory, Insurance, Financial Advisory, Investment Strategies, Pensions, Asset Management, Wealth, Financial Analysis, Asset Allocation, Risk Management, Series 7, Financial Planning, IRAs
Education
Columbia College (SC) 1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management, General
Kristen Hafner, MBA, CFP® Kristen Hafner, MBA, CFP®'s Cambridge Investment Research Experience June 2009 - Present
Job CFP® at Financial Moxie
Industry Financial Services
Experience
Cambridge Investment Research June 2009 - Present
Financial Moxie 2009 - Present
The Learning House 2010 - 2011
Financial Network Investment Corporation, Member SIPC November 2007 - June 2009
Skills
Divorce Planning
Education
California Lutheran University 2006 — 2008
Financial Planning Certificate, Financial Planning
California State University-Northridge
MBA, Business
University of California, Irvine
BA, Spanish ESL and Business
Cambridge Investment Research June 2009 - Present
Financial Moxie 2009 - Present
The Learning House 2010 - 2011
Financial Network Investment Corporation, Member SIPC November 2007 - June 2009
Skills
Divorce Planning
Education
California Lutheran University 2006 — 2008
Financial Planning Certificate, Financial Planning
California State University-Northridge
MBA, Business
University of California, Irvine
BA, Spanish ESL and Business
Jennifer Clendineng Jennifer Clendineng's Cambridge Investment Research Experience May 2013 - September 2014
Job Math Teacher at Atchison County Community Schools
Industry Primary/Secondary Education
Experience
Atchison County Community Schools July 2015 - Present
Liberal High School September 2014 - May 2015
Cambridge Investment Research May 2013 - September 2014
MarathonFoto April 2013 - May 2013
JenClen Design October 2006 - May 2013
Stampin' Up!, Independent Demonstrator October 2006 - October 2008
Skills
Blogging, Graphic Design, Photography, Marketing, Photoshop, Web Design, Web Development, Java, HTML, CSS, Wordpress, Video Editing, ARM processor language, Microsoft Office, Social Media, Dreamweaver, PowerPoint, Illustrator, Microsoft Excel, Adobe Creative Suite
Education
Fort Hays State University 2014 — 2016
Secondary Teacher Licensure, Education
University of Iowa 2012 — 2013
Bachelor of Science (B.S.), Computer Science
University of Iowa 2002 — 2004
Bachelor of Arts (B.A.), Mathematics
Atchison County Community Schools July 2015 - Present
Liberal High School September 2014 - May 2015
Cambridge Investment Research May 2013 - September 2014
MarathonFoto April 2013 - May 2013
JenClen Design October 2006 - May 2013
Stampin' Up!, Independent Demonstrator October 2006 - October 2008
Skills
Blogging, Graphic Design, Photography, Marketing, Photoshop, Web Design, Web Development, Java, HTML, CSS, Wordpress, Video Editing, ARM processor language, Microsoft Office, Social Media, Dreamweaver, PowerPoint, Illustrator, Microsoft Excel, Adobe Creative Suite
Education
Fort Hays State University 2014 — 2016
Secondary Teacher Licensure, Education
University of Iowa 2012 — 2013
Bachelor of Science (B.S.), Computer Science
University of Iowa 2002 — 2004
Bachelor of Arts (B.A.), Mathematics
Tim Wissing's Cambridge Investment Research Experience October 2001 - July 2005
Job Partner at Mather & Co. CPAs, LLC
Industry Accounting
Experience
Mather & Co. CPAs, LLC January 2015 - Present
A.J. Wissing, PSC August 1998 - December 2014
Kentucky Financial Group, Inc. August 2005 - September 2013
Cambridge Investment Research October 2001 - July 2005
United States Marine Corps June 1996 - June 2002
Skills
Strategic Financial..., Investments, Wealth Management, Insurance, Financial Analysis, Management, Securities, Accounting, Budgets, Auditing, Strategic Planning, Microsoft Excel, Financial Reporting, Retirement Planning, Financial Accounting, Process Improvement, Series 7, Retirement
Education
Bellarmine University 2008 — 2012
MBA, Business Administration
Western Kentucky University 1997 — 1999
Bachelor of Science, Accounting
St. Xavier High School 1989 — 1993
Mather & Co. CPAs, LLC January 2015 - Present
A.J. Wissing, PSC August 1998 - December 2014
Kentucky Financial Group, Inc. August 2005 - September 2013
Cambridge Investment Research October 2001 - July 2005
United States Marine Corps June 1996 - June 2002
Skills
Strategic Financial..., Investments, Wealth Management, Insurance, Financial Analysis, Management, Securities, Accounting, Budgets, Auditing, Strategic Planning, Microsoft Excel, Financial Reporting, Retirement Planning, Financial Accounting, Process Improvement, Series 7, Retirement
Education
Bellarmine University 2008 — 2012
MBA, Business Administration
Western Kentucky University 1997 — 1999
Bachelor of Science, Accounting
St. Xavier High School 1989 — 1993
Serena Ward Serena Ward's Cambridge Investment Research Experience May 2014 - August 2014
Job Public Integrity Section Intern at U.S. Department of Justice, Criminal Division
Industry Law Practice
Experience
U.S. Department of Justice, Criminal Division August 2015 - Present
BarclayHedge June 2015 - Present
Hamilton College August 2012 - December 2014
Cambridge Investment Research May 2014 - August 2014
Gandy Law Offices, P.C. June 2013 - August 2013
Fairfield Golf & Country Club June 2012 - August 2013
Fairfield Parks & Recreation June 2011 - July 2013
Skills
Lifeguarding, Event Planning, Sports Coaching, Planning & Organizing..., Efficiency, Leadership, Public Speaking, Social Media, Research
Education
Hamilton College 2012 — 2016
Bachelor's degree, Political Science and Government, Senior
UCL 2015 — 2015
Political Science and Government
Fairfield Community High School 2008 — 2012
Diploma
U.S. Department of Justice, Criminal Division August 2015 - Present
BarclayHedge June 2015 - Present
Hamilton College August 2012 - December 2014
Cambridge Investment Research May 2014 - August 2014
Gandy Law Offices, P.C. June 2013 - August 2013
Fairfield Golf & Country Club June 2012 - August 2013
Fairfield Parks & Recreation June 2011 - July 2013
Skills
Lifeguarding, Event Planning, Sports Coaching, Planning & Organizing..., Efficiency, Leadership, Public Speaking, Social Media, Research
Education
Hamilton College 2012 — 2016
Bachelor's degree, Political Science and Government, Senior
UCL 2015 — 2015
Political Science and Government
Fairfield Community High School 2008 — 2012
Diploma
Marvin Roland Vasquez, CPA Marvin Roland Vasquez, CPA's Cambridge Investment Research Experience February 2005 - July 2005
Job Financial Analyst at Google
Industry Information Technology and Services
Experience
Google July 2014 - Present
Deloitte April 2011 - July 2014
FTI Consulting August 2008 - October 2009
PricewaterhouseCoopers June 2006 - August 2006
Arizona Auditor General's Office January 2006 - May 2006
Cambridge Investment Research February 2005 - July 2005
Skills
Data Analysis, SQL, Business Intelligence, Financial Reporting, Microsoft SQL Server, Auditing, Financial Analysis, SQL Server, SSIS, Analytics, Data Mining, Sarbanes-Oxley Act, SSRS, Accounting, Internal Controls, Data Modeling, Hyperion, Management, Finance, Consulting
Education
Arizona State University 2007 — 2008
Master of Science, Accountancy and Information Systems
Arizona State University 2002 — 2007
Bachelor of Science, Accountancy
Arizona State University 2002 — 2007
Bachelor of Science, Computer Information Systems
Google July 2014 - Present
Deloitte April 2011 - July 2014
FTI Consulting August 2008 - October 2009
PricewaterhouseCoopers June 2006 - August 2006
Arizona Auditor General's Office January 2006 - May 2006
Cambridge Investment Research February 2005 - July 2005
Skills
Data Analysis, SQL, Business Intelligence, Financial Reporting, Microsoft SQL Server, Auditing, Financial Analysis, SQL Server, SSIS, Analytics, Data Mining, Sarbanes-Oxley Act, SSRS, Accounting, Internal Controls, Data Modeling, Hyperion, Management, Finance, Consulting
Education
Arizona State University 2007 — 2008
Master of Science, Accountancy and Information Systems
Arizona State University 2002 — 2007
Bachelor of Science, Accountancy
Arizona State University 2002 — 2007
Bachelor of Science, Computer Information Systems
Cory Ellerd Cory Ellerd's Cambridge Investment Research Experience May 2006 - August 2006
Job Executive Administrative Assistant
Industry Hospital & Health Care
Experience
The OsbyCorp December 2012 - Present
Physicians Employment May 2011 - October 2012
Physicians Employment November 2009 - May 2011
Event Photography Group April 2008 - July 2009
Cambridge Investment Research May 2006 - August 2006
Skills
Customer Service, Event Planning, Social Media, Microsoft Office, PowerPoint, Wordpress, Microsoft Excel, Event Management, Microsoft Word, Research, Social Networking, Sales, Public Speaking, Community Outreach, WordPress, Marketing, Facebook, Email Marketing, Online Advertising, Social Media Marketing, Online Marketing, Marketing Strategy, Management, Public Relations
Education
Indian Hills Community College 2006 — 2008
The OsbyCorp December 2012 - Present
Physicians Employment May 2011 - October 2012
Physicians Employment November 2009 - May 2011
Event Photography Group April 2008 - July 2009
Cambridge Investment Research May 2006 - August 2006
Skills
Customer Service, Event Planning, Social Media, Microsoft Office, PowerPoint, Wordpress, Microsoft Excel, Event Management, Microsoft Word, Research, Social Networking, Sales, Public Speaking, Community Outreach, WordPress, Marketing, Facebook, Email Marketing, Online Advertising, Social Media Marketing, Online Marketing, Marketing Strategy, Management, Public Relations
Education
Indian Hills Community College 2006 — 2008
Danaka Turner Danaka Turner's Cambridge Investment Research Experience March 2014 - Present
Job Administrative Assistant, Practice Management at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research March 2014 - Present
Horak Insurance August 2007 - June 2014
Community Medical Supply January 2013 - March 2014
Skills
Office Administration, Microsoft Office, Appointment Scheduling, Social Media Marketing, Adobe Creative Suite
Education
AIB College of Business 2010 — 2012
BS, Business Administration
Kirkwood Community College 2008 — 2010
AA, Business
Cambridge Investment Research March 2014 - Present
Horak Insurance August 2007 - June 2014
Community Medical Supply January 2013 - March 2014
Skills
Office Administration, Microsoft Office, Appointment Scheduling, Social Media Marketing, Adobe Creative Suite
Education
AIB College of Business 2010 — 2012
BS, Business Administration
Kirkwood Community College 2008 — 2010
AA, Business
Ashley Hickenbottom Ashley Hickenbottom's Cambridge Investment Research Experience December 2013 - Present
Job Sponsor Relationship Liaison Business Strategy at Cambrige Investment Research
Industry Financial Services
Experience
Cambrige Investment Research February 2015 - Present
Cambridge Investment Research December 2013 - Present
Cambridge Investment Research May 2010 - March 2012
Skills
Access, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Insurance, Administration, Employee Benefits, Securities, Event Planning, Mutual Funds, Investments, Time Management
Education
Indian Hills Community College
Van Buren JR/SR High
Cambrige Investment Research February 2015 - Present
Cambridge Investment Research December 2013 - Present
Cambridge Investment Research May 2010 - March 2012
Skills
Access, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Insurance, Administration, Employee Benefits, Securities, Event Planning, Mutual Funds, Investments, Time Management
Education
Indian Hills Community College
Van Buren JR/SR High
Danielle Howard, CFP® / Financial Life Planner's Cambridge Investment Research Experience February 2009 - Present
Job Owner at Wealth By Design, LLC
Industry Financial Services
Experience
Wealth By Design, LLC June 2013 - Present
Wealth By Design, LLC February 2012 - Present
Cambridge Investment Research February 2009 - Present
Lighthouse Financial group, LLC January 2007 - March 2014
Howard Financial Resources December 1991 - April 2013
Financial Network Investment Corporation, Member SIPC January 2007 - February 2009
ING Financial Partners May 2001 - January 2007
Principal Financial Group January 1991 - May 2001
Skills
Strategic Financial..., Wealth Management, Investments, Financial Advisory, Financial Planners, Holistic Health, Retirement Planning, Series 7, IRAs, Asset Managment, I help you create an..., Facilitate small group..., Walk clients through a..., Help you gain clairty..., Filter through..., Help clients create..., Educate and assist..., Work with a team to..., Discern the proper...
Education
Colorado State University 1980 — 1984
BA, Business
Money Quotient Financial Life Planning
Holistic Financial Life Planning
College for Financial Planning
Certified Financial Planner™ professional, Comprehensive financial planning
Wealth By Design, LLC June 2013 - Present
Wealth By Design, LLC February 2012 - Present
Cambridge Investment Research February 2009 - Present
Lighthouse Financial group, LLC January 2007 - March 2014
Howard Financial Resources December 1991 - April 2013
Financial Network Investment Corporation, Member SIPC January 2007 - February 2009
ING Financial Partners May 2001 - January 2007
Principal Financial Group January 1991 - May 2001
Skills
Strategic Financial..., Wealth Management, Investments, Financial Advisory, Financial Planners, Holistic Health, Retirement Planning, Series 7, IRAs, Asset Managment, I help you create an..., Facilitate small group..., Walk clients through a..., Help you gain clairty..., Filter through..., Help clients create..., Educate and assist..., Work with a team to..., Discern the proper...
Education
Colorado State University 1980 — 1984
BA, Business
Money Quotient Financial Life Planning
Holistic Financial Life Planning
College for Financial Planning
Certified Financial Planner™ professional, Comprehensive financial planning
Jared Roskelley, CFP® Jared Roskelley, CFP®'s Cambridge Investment Research Experience 2007 - 2013
Job Director of Financial Planning at Jackson/Roskelley Wealth Advisors, Inc.
Industry Financial Services
Experience
Jackson/Roskelley Wealth Advisors, Inc. Formerly Jackson Financial Advisors, Inc. October 2006 - Present
Cambridge Investment Research 2007 - 2013
Jackson Financial Advisors, Inc. October 2006 - October 2011
Self Employed - Certified Financial Planning Professional March 2003 - October 2006
Cornerstone Financial Planning, Inc August 1998 - March 2003
Skills
Retirement, Personal Tax Planning, Estate Tax Planning, Social Security, Business Planning, FINRA licensed 7, 24,..., Insurance Licensed -...
Education
Certified Financial Planner Board of Standards, Inc. 2002 — 2003
Financial Planning for individuals, families, and businesses
Arizona State University, W. P. Carey School of Business 1999 — 2001
Bachelor of Science (B.S.), Finance, Cum Laude
Jackson/Roskelley Wealth Advisors, Inc. Formerly Jackson Financial Advisors, Inc. October 2006 - Present
Cambridge Investment Research 2007 - 2013
Jackson Financial Advisors, Inc. October 2006 - October 2011
Self Employed - Certified Financial Planning Professional March 2003 - October 2006
Cornerstone Financial Planning, Inc August 1998 - March 2003
Skills
Retirement, Personal Tax Planning, Estate Tax Planning, Social Security, Business Planning, FINRA licensed 7, 24,..., Insurance Licensed -...
Education
Certified Financial Planner Board of Standards, Inc. 2002 — 2003
Financial Planning for individuals, families, and businesses
Arizona State University, W. P. Carey School of Business 1999 — 2001
Bachelor of Science (B.S.), Finance, Cum Laude
Noah Eklund, MBA's Cambridge Investment Research Experience February 2010 - August 2010
Job Financial Assistance Advisor
Industry Higher Education
Experience
Indian Hills Community College September 2013 - Present
Ashford University August 2013 - Present
Ashford University September 2012 - July 2013
Ashford University October 2011 - September 2012
Ashford University November 2010 - October 2011
Cambridge Investment Research, Inc August 2010 - November 2010
Cambridge Investment Research February 2010 - August 2010
BankIowa September 2007 - December 2009
Community 1st Credit Union December 2005 - August 2007
Skills
Customer Service, Microsoft Excel, Management, Finance, Accounting, Microsoft Office, Instructional Design, Distance Learning, Higher Education, Adult Education, E-Learning
Education
Ashford University 2011 — 2013
Master of Business Administration (MBA), Business Administration
University of Northern Iowa 2007 — 2009
Bachelor of Arts (B.A.), Finance, General & Real Estate (Minor)
Indian Hills Community College 2005 — 2007
Associate of Arts (A.A.)
Indian Hills Community College September 2013 - Present
Ashford University August 2013 - Present
Ashford University September 2012 - July 2013
Ashford University October 2011 - September 2012
Ashford University November 2010 - October 2011
Cambridge Investment Research, Inc August 2010 - November 2010
Cambridge Investment Research February 2010 - August 2010
BankIowa September 2007 - December 2009
Community 1st Credit Union December 2005 - August 2007
Skills
Customer Service, Microsoft Excel, Management, Finance, Accounting, Microsoft Office, Instructional Design, Distance Learning, Higher Education, Adult Education, E-Learning
Education
Ashford University 2011 — 2013
Master of Business Administration (MBA), Business Administration
University of Northern Iowa 2007 — 2009
Bachelor of Arts (B.A.), Finance, General & Real Estate (Minor)
Indian Hills Community College 2005 — 2007
Associate of Arts (A.A.)
Mike Acevedo, CFP® Mike Acevedo, CFP®'s Cambridge Investment Research Experience December 2013 - Present
Job Financial Advisor at Galloway Asset Management
Industry Financial Services
Experience
Galloway Asset Management February 2013 - Present
Cambridge Investment Research December 2013 - Present
Sammons Securities, LLC March 2006 - February 2013
United Valley Insurance Services, Inc. September 2006 - December 2012
California Professional Firefighters Health Benefits Trust September 2006 - March 2011
Skills
Fixed Annuities, Strategic Financial..., Roth IRA, IRAs, College Education..., 403 b
Education
Cal State Fullerton 2002 — 2005
Bachelor of Business Administration (BBA), Personal Financial Planning
Galloway Asset Management February 2013 - Present
Cambridge Investment Research December 2013 - Present
Sammons Securities, LLC March 2006 - February 2013
United Valley Insurance Services, Inc. September 2006 - December 2012
California Professional Firefighters Health Benefits Trust September 2006 - March 2011
Skills
Fixed Annuities, Strategic Financial..., Roth IRA, IRAs, College Education..., 403 b
Education
Cal State Fullerton 2002 — 2005
Bachelor of Business Administration (BBA), Personal Financial Planning
Marlo Josh Pressley Marlo Josh Pressley's Cambridge Investment Research Experience July 2008 - October 2010
Job Compliance at Apollo Group
Industry Higher Education
Experience
Apollo Group August 2011 - Present
Cambridge Investment Research July 2008 - October 2010
Cambridge Investment Research 2008 - 2010
Education
Hofstra University
Western International University
Apollo Group August 2011 - Present
Cambridge Investment Research July 2008 - October 2010
Cambridge Investment Research 2008 - 2010
Education
Hofstra University
Western International University
Aaron Dormio Aaron Dormio's Cambridge Investment Research Experience September 2013 - November 2013
Job Communications Professional
Industry Consumer Electronics
Experience
Hisense USA August 2015 - Present
Veeam Software March 2015 - May 2015
Arke Systems, LLC October 2014 - January 2015
AaronHerrison PR March 2014 - August 2014
Cambridge Investment Research September 2013 - November 2013
Habitat for Humanity of Northwest Indiana February 2013 - July 2013
BKD CPAs & Advisors October 2012 - April 2013
Integrated Communications–Purdue University August 2012 - January 2013
Interns for Indiana: Purdue University June 2012 - August 2012
Our Family Center September 2011 - June 2012
Skills
Public Relations, Press Releases, Media Relations, Public Speaking, Marketing, Blogging, Market Research, Event Planning, Community Development, Writing, Interviews, Nonprofits, Corporate Communications, Photoshop, Microsoft Office, Word, Social Media, Customer Service, Social Networking, Creative Writing, Editing, Event Management, Research, Facebook, Photography, Journalism, Promotions, AP Style, Qualitative Research, Quantitative Research, Rhetorical Analysis, Database Systems, Project Management, Analytics, Lead Generation, Cross Functional Team..., Thought Leadership, Community Outreach, Speech Writing, Outlook, Communications Audits, Media List Building, Pitching Media, Media Outreach, Hootsuite, Inbound Marketing, Outbound Marketing, CRM, Strategic Planning, Marketing Communications
Education
Purdue University Calumet 2009 — 2014
Communications, Public Relations
Eastern Michigan University
Physical Education Teaching and Coaching
Hisense USA August 2015 - Present
Veeam Software March 2015 - May 2015
Arke Systems, LLC October 2014 - January 2015
AaronHerrison PR March 2014 - August 2014
Cambridge Investment Research September 2013 - November 2013
Habitat for Humanity of Northwest Indiana February 2013 - July 2013
BKD CPAs & Advisors October 2012 - April 2013
Integrated Communications–Purdue University August 2012 - January 2013
Interns for Indiana: Purdue University June 2012 - August 2012
Our Family Center September 2011 - June 2012
Skills
Public Relations, Press Releases, Media Relations, Public Speaking, Marketing, Blogging, Market Research, Event Planning, Community Development, Writing, Interviews, Nonprofits, Corporate Communications, Photoshop, Microsoft Office, Word, Social Media, Customer Service, Social Networking, Creative Writing, Editing, Event Management, Research, Facebook, Photography, Journalism, Promotions, AP Style, Qualitative Research, Quantitative Research, Rhetorical Analysis, Database Systems, Project Management, Analytics, Lead Generation, Cross Functional Team..., Thought Leadership, Community Outreach, Speech Writing, Outlook, Communications Audits, Media List Building, Pitching Media, Media Outreach, Hootsuite, Inbound Marketing, Outbound Marketing, CRM, Strategic Planning, Marketing Communications
Education
Purdue University Calumet 2009 — 2014
Communications, Public Relations
Eastern Michigan University
Physical Education Teaching and Coaching
Felisto Guezimane Felisto Guezimane's Cambridge Investment Research Experience January 2012 - Present
Job Trader, Asset Management & Product Services
Industry Financial Services
Experience
Cambridge Investment Research January 2012 - Present
Fairfield High School March 2009 - Present
Cambridge Investment Research July 2009 - January 2012
eFulfillment February 2006 - August 2008
Skills
Web Design, Web..., Customer Service, Research, Sales, Team Building, Public Speaking, Coaching, Entrepreneurship, Teaching, Team Leadership, Negotiation
Education
Indian Hills Community College 2008 — 2009
Web Design & Development
Maharishi University of Management
B.A., Business Administration
Cambridge Investment Research January 2012 - Present
Fairfield High School March 2009 - Present
Cambridge Investment Research July 2009 - January 2012
eFulfillment February 2006 - August 2008
Skills
Web Design, Web..., Customer Service, Research, Sales, Team Building, Public Speaking, Coaching, Entrepreneurship, Teaching, Team Leadership, Negotiation
Education
Indian Hills Community College 2008 — 2009
Web Design & Development
Maharishi University of Management
B.A., Business Administration
Brian M. Lehner, CFP®, CEP® Brian M. Lehner, CFP®, CEP®'s Cambridge Investment Research Experience February 2010 - August 2010
Job CERTIFIED FINANCIAL PLANNER™, Investment Consultant, Financial Advisor
Industry Financial Services
Experience
Berthel Fisher & Company Financial Services, Inc. June 2015 - Present
Lehner Capital Management, LLC August 2011 - Present
VFG Securities, Inc. October 2011 - June 2015
Western & Southern Financial Group September 2010 - August 2011
Cambridge Investment Research February 2010 - August 2010
LPL Financial September 2000 - March 2010
Invest Financial September 1999 - September 2000
FSC Securities January 1996 - September 1999
Family Health Plan October 1994 - December 1995
John Hancock Life Insurance Company (U.S.A.) May 1990 - October 1994
Skills
Investments, Retirement Planning, Securities, Alternative Investments, Portfolio Management, Wealth Management, Finance, Financial Services, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Personal Financial..., Series 24, Strategic Financial..., Series 6, Retirement, Financial Planning, Asset Management, Wealth Accumulation..., Alternative Investment..., Certified Financial..., Series 7, Series 65, Financial Advisory, Insurance, Estate Planning, Wealth, Series 63, Public Speaking
Education
Bowling Green State University 2001 — 2003
Certificate of Financial Planning, Financial Planning
University of Iowa 1984 — 1989
Economics, Business
Berthel Fisher & Company Financial Services, Inc. June 2015 - Present
Lehner Capital Management, LLC August 2011 - Present
VFG Securities, Inc. October 2011 - June 2015
Western & Southern Financial Group September 2010 - August 2011
Cambridge Investment Research February 2010 - August 2010
LPL Financial September 2000 - March 2010
Invest Financial September 1999 - September 2000
FSC Securities January 1996 - September 1999
Family Health Plan October 1994 - December 1995
John Hancock Life Insurance Company (U.S.A.) May 1990 - October 1994
Skills
Investments, Retirement Planning, Securities, Alternative Investments, Portfolio Management, Wealth Management, Finance, Financial Services, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Personal Financial..., Series 24, Strategic Financial..., Series 6, Retirement, Financial Planning, Asset Management, Wealth Accumulation..., Alternative Investment..., Certified Financial..., Series 7, Series 65, Financial Advisory, Insurance, Estate Planning, Wealth, Series 63, Public Speaking
Education
Bowling Green State University 2001 — 2003
Certificate of Financial Planning, Financial Planning
University of Iowa 1984 — 1989
Economics, Business
Keith Offel Keith Offel's Cambridge Investment Research Experience May 2011 - Present
Job President at Stonehaven Financial Group
Industry Financial Services
Experience
Stonehaven Financial Group February 2012 - Present
Cambridge Investment Research May 2011 - Present
Offel Wealth Management Group January 1995 - February 2012
Stonehaven Financial Group January 1971 - April 1996
Skills
Strategic Planning, Investments, Retirement Planning, Business Strategy, New Business Development, Retirement, Wealth Management, Financial Advisory, Finance, Small Business, Securities, Financial Planning, Mutual Funds, Financial Services
Education
University of Oklahoma 1981 — 1983
Master's degree, Public Administration
Boise State University 1975 — 1977
Bachelor's degree, Business Administration and Management, General
Stonehaven Financial Group February 2012 - Present
Cambridge Investment Research May 2011 - Present
Offel Wealth Management Group January 1995 - February 2012
Stonehaven Financial Group January 1971 - April 1996
Skills
Strategic Planning, Investments, Retirement Planning, Business Strategy, New Business Development, Retirement, Wealth Management, Financial Advisory, Finance, Small Business, Securities, Financial Planning, Mutual Funds, Financial Services
Education
University of Oklahoma 1981 — 1983
Master's degree, Public Administration
Boise State University 1975 — 1977
Bachelor's degree, Business Administration and Management, General
Brian Siems Brian Siems's Cambridge Investment Research Experience February 2014 - February 2015
Job Associate Regional Director at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. June 2015 - Present
Cambridge Investment Research, Inc. February 2015 - June 2015
Cambridge Investment Research February 2014 - February 2015
Ottumwa Country Club February 2012 - November 2013
Hyperion Field Club May 2010 - February 2012
Red Rock Country Club September 2008 - April 2009
Skills
Leadership, Management, Customer Satisfaction, Customer Retention, Business Innovation, Sales, Customer Service, Leadership Development, Conflict Resolution, Financial Reporting, Strategic Planning, Organizational..., Golf, Golf Instruction, Golf Club Repair, Junior Golf, Microsoft Office
Education
Ferris State University 2006 — 2010
BS, Marketing
Cambridge Investment Research, Inc. June 2015 - Present
Cambridge Investment Research, Inc. February 2015 - June 2015
Cambridge Investment Research February 2014 - February 2015
Ottumwa Country Club February 2012 - November 2013
Hyperion Field Club May 2010 - February 2012
Red Rock Country Club September 2008 - April 2009
Skills
Leadership, Management, Customer Satisfaction, Customer Retention, Business Innovation, Sales, Customer Service, Leadership Development, Conflict Resolution, Financial Reporting, Strategic Planning, Organizational..., Golf, Golf Instruction, Golf Club Repair, Junior Golf, Microsoft Office
Education
Ferris State University 2006 — 2010
BS, Marketing
Kurt Paluszcyk Kurt Paluszcyk's Cambridge Investment Research Experience Senior Recruiter / Business DevelopmentMulti-Financial Securities Corp - Denver, CO2005 - 2007
Job Senior Director, Business Development at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research Senior Recruiter / Business DevelopmentMulti-Financial Securities Corp - Denver, CO2005 - 2007
ING Funds – Scottsdale, AZ 2004 - 2005
MetLife and ProEquities – Phoenix, AZ 1990 - 2004
Education
Biola University 1978 — 1982
Cambridge Investment Research Senior Recruiter / Business DevelopmentMulti-Financial Securities Corp - Denver, CO2005 - 2007
ING Funds – Scottsdale, AZ 2004 - 2005
MetLife and ProEquities – Phoenix, AZ 1990 - 2004
Education
Biola University 1978 — 1982
Kyle Hendrickson Kyle Hendrickson's Cambridge Investment Research Experience October 2012 - Present
Job Associate Regional Director at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research October 2012 - Present
Securities America, Inc. Member FINRA/SIPC August 2010 - May 2012
Financial Industry Regulatory Authority (FINRA) May 2010 - August 2010
QA3 Financial Corp April 2007 - May 2010
Skills
Compliance, Auditing, RIAs, Compliance Research, Compliance Regulations, Business Relationship..., Supervision, Analysis, Series 24, Finance, FINRA, Series 63
Education
Evangel University 1994 — 1998
Bachelor of Science (B.S.), Psychology
Cambridge Investment Research October 2012 - Present
Securities America, Inc. Member FINRA/SIPC August 2010 - May 2012
Financial Industry Regulatory Authority (FINRA) May 2010 - August 2010
QA3 Financial Corp April 2007 - May 2010
Skills
Compliance, Auditing, RIAs, Compliance Research, Compliance Regulations, Business Relationship..., Supervision, Analysis, Series 24, Finance, FINRA, Series 63
Education
Evangel University 1994 — 1998
Bachelor of Science (B.S.), Psychology
Rebecca Bender Rebecca Bender's Cambridge Investment Research Experience 2008 - Present
Job Team Lead, Wealth Management at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research 2008 - Present
Cambridge Investment Research 2007 - 2008
Cambridge Investment Research 2006 - 2007
State Farm Insurance 2004 - 2005
Huron, SD Convention and Visitors Bureau 2003 - 2004
Education
South Dakota State University 2004 — 2006
Master of Science (M.S.), Family Financial Planning
South Dakota State University 2002 — 2004
Bachelor of Arts (B.A.), Consumer Economics
Dordt College 2000 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
Cambridge Investment Research 2008 - Present
Cambridge Investment Research 2007 - 2008
Cambridge Investment Research 2006 - 2007
State Farm Insurance 2004 - 2005
Huron, SD Convention and Visitors Bureau 2003 - 2004
Education
South Dakota State University 2004 — 2006
Master of Science (M.S.), Family Financial Planning
South Dakota State University 2002 — 2004
Bachelor of Arts (B.A.), Consumer Economics
Dordt College 2000 — 2002
Bachelor of Arts (B.A.), Communication and Media Studies
Michelle Kaska Michelle Kaska's Cambridge Investment Research Experience August 2013 - July 2014
Job Consultant, Advisory Services at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. July 2014 - Present
Cambridge Investment Research August 2013 - July 2014
Cambridge Investment Research February 2012 - August 2013
Cambridge Investment Research June 2010 - February 2012
MCI Corporation 1999 - 2005
Skills
Financial Services, Access, Customer Service, Troubleshooting, Insurance, Outlook, Analysis, CRM, Data Analysis, Series 7, 401k, Retirement Planning
Education
Indian Hills Community College 2007 — 2010
AA, Liberal Arts and Sciences/Liberal Studies
Cambridge Investment Research, Inc. July 2014 - Present
Cambridge Investment Research August 2013 - July 2014
Cambridge Investment Research February 2012 - August 2013
Cambridge Investment Research June 2010 - February 2012
MCI Corporation 1999 - 2005
Skills
Financial Services, Access, Customer Service, Troubleshooting, Insurance, Outlook, Analysis, CRM, Data Analysis, Series 7, 401k, Retirement Planning
Education
Indian Hills Community College 2007 — 2010
AA, Liberal Arts and Sciences/Liberal Studies
Miranda Laux Miranda Laux's Cambridge Investment Research Experience January 2010 - Present
Job Media Service Specialist at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research January 2010 - Present
Seminar Crowds April 2008 - November 2009
Education
Buena Vista University 2009 — 2011
Indian Hills Community College 2008 — 2009
AA
Cambridge Investment Research January 2010 - Present
Seminar Crowds April 2008 - November 2009
Education
Buena Vista University 2009 — 2011
Indian Hills Community College 2008 — 2009
AA
David Stromecki, CLU, ChFC, CIC David Stromecki, CLU, ChFC, CIC's Cambridge Investment Research Experience October 2012 - Present
Job Vice President at Brown & Stromecki Agency, Inc.
Industry Financial Services
Experience
Cambridge Investment Research October 2012 - Present
Brown & Stromecki Agency, Inc. March 1999 - Present
ING Financial Partners January 2004 - October 2012
Skills
Commercial Insurance, Financial Planning, Property & Casualty..., Life Insurance, Disability Insurance, Investments, Retirement Planning, Business Planning, Insurance, Financial Services, Long-term Care, Securities, Finance, Retirement
Education
The American College 2002 — 2003
CLU, ChFC
Canisius College
BS, Business Management
Cambridge Investment Research October 2012 - Present
Brown & Stromecki Agency, Inc. March 1999 - Present
ING Financial Partners January 2004 - October 2012
Skills
Commercial Insurance, Financial Planning, Property & Casualty..., Life Insurance, Disability Insurance, Investments, Retirement Planning, Business Planning, Insurance, Financial Services, Long-term Care, Securities, Finance, Retirement
Education
The American College 2002 — 2003
CLU, ChFC
Canisius College
BS, Business Management
E. LaMont Hardiman, Jr E. LaMont Hardiman, Jr's Cambridge Investment Research Experience February 2011 - December 2013
Job President/Founder Hardiman Investment Management, Inc.
Industry Investment Management
Experience
Hardiman Investment Management, Inc. September 2013 - Present
Cambridge Investment Research February 2011 - December 2013
Hardiman Insurance Services March 1993 - December 2013
Skills
Finance, Investment Advisory, Investments, Insurance, Investment Management, Financial Services, Securities, Managed Money, Fixed Annuities, Variable Annuities, Alternative Investments, Tax Managed Strategies, Mutual Funds, RIAs, Third Party Money..., Strategic Financial..., Tax Planning, Estate Planning, Strategic Planning, Customer Service, Leadership, Team Building, Public Speaking, Wealth
Education
AAM University 2011 — 2012
Certification Earned, Investment Management
Capital University 1983 — 1987
Bachelor's, Public Relations/Business Administration
Hardiman Investment Management, Inc. September 2013 - Present
Cambridge Investment Research February 2011 - December 2013
Hardiman Insurance Services March 1993 - December 2013
Skills
Finance, Investment Advisory, Investments, Insurance, Investment Management, Financial Services, Securities, Managed Money, Fixed Annuities, Variable Annuities, Alternative Investments, Tax Managed Strategies, Mutual Funds, RIAs, Third Party Money..., Strategic Financial..., Tax Planning, Estate Planning, Strategic Planning, Customer Service, Leadership, Team Building, Public Speaking, Wealth
Education
AAM University 2011 — 2012
Certification Earned, Investment Management
Capital University 1983 — 1987
Bachelor's, Public Relations/Business Administration
Adam Danielson Adam Danielson's Cambridge Investment Research Experience May 2013 - November 2013
Job Technology Professional
Industry Pharmaceuticals
Experience
GRX Holdings, LLC October 2011 - Present
Cambridge Investment Research May 2013 - November 2013
Catalyst Rx January 2010 - November 2011
Walmart October 2009 - January 2010
Merwin Long Term Care Pharmacy June 2008 - November 2008
Walgreens October 2006 - October 2008
Skills
SQL, Java, HTML, Software Development, COBOL, Data Entry, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Customer Service, Medicare Part D, Pharmacy, Pharmacy Benefit..., Healthcare, Analysis, Business Analysis, Process Improvement, Team Leadership, Training, Pharmacists
Education
Indian Hills Community College
A.A.S., Computer Software Development with an Emphasis in Business Analysis
GRX Holdings, LLC October 2011 - Present
Cambridge Investment Research May 2013 - November 2013
Catalyst Rx January 2010 - November 2011
Walmart October 2009 - January 2010
Merwin Long Term Care Pharmacy June 2008 - November 2008
Walgreens October 2006 - October 2008
Skills
SQL, Java, HTML, Software Development, COBOL, Data Entry, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Customer Service, Medicare Part D, Pharmacy, Pharmacy Benefit..., Healthcare, Analysis, Business Analysis, Process Improvement, Team Leadership, Training, Pharmacists
Education
Indian Hills Community College
A.A.S., Computer Software Development with an Emphasis in Business Analysis
Joseph Hurley, AIF(R) Joseph Hurley, AIF(R)'s Cambridge Investment Research Experience April 2010 - Present
Job Vice President, Gateway Financial Advisors
Industry Financial Services
Experience
Gateway Financial Advisors April 2010 - Present
Cambridge Investment Research April 2010 - Present
AXA Advisors, LLC 2001 - April 2010
Education
University of Washington 1997 — 1999
BS, Biology
Clark College 1994 — 1996
AS, Business Administration
Wharton Business School
Finance
Gateway Financial Advisors April 2010 - Present
Cambridge Investment Research April 2010 - Present
AXA Advisors, LLC 2001 - April 2010
Education
University of Washington 1997 — 1999
BS, Biology
Clark College 1994 — 1996
AS, Business Administration
Wharton Business School
Finance
Frederick Van Den Abbeel Frederick Van Den Abbeel's Cambridge Investment Research Experience 2006 - 2008
Job Executive Vice President at TradePMR, Inc.
Industry Financial Services
Experience
Trade-PMR, Inc. June 2008 - Present
Financial Planning Association of San Francisco May 2011 - October 2014
FPA of Tampa Bay January 2010 - December 2010
Cambridge Investment Research 2006 - 2008
INVEST Financial Corporation; Indirect Subsidiary of Prudential plc 2003 - 2006
Excalibur Consulting Corporation 2002 - 2003
New England Financial 2002 - 2003
American Express Financial Advisors 1997 - 2001
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Investment Advisory, Financial Advisory, Insurance, Wealth, Financial Services, Retirement, Series 7, Mutual Funds, Portfolio Management, Securities, Series 63, Asset Managment, Asset Allocation, 401k, Fixed Annuities, Alternative Investments, Estate Planning, Investment Strategies, Equities, FINRA, Financial Planning, IRAs, Investment Management, Series 24, Financial Planners, Asset Management, Fixed Income, Financial Analysis
Education
Bridgewater International University Group 2000 — 2001
Bachelor, Business Administration
Columbia College 1996 — 2000
Associate in Arts, Accounting
Trade-PMR, Inc. June 2008 - Present
Financial Planning Association of San Francisco May 2011 - October 2014
FPA of Tampa Bay January 2010 - December 2010
Cambridge Investment Research 2006 - 2008
INVEST Financial Corporation; Indirect Subsidiary of Prudential plc 2003 - 2006
Excalibur Consulting Corporation 2002 - 2003
New England Financial 2002 - 2003
American Express Financial Advisors 1997 - 2001
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Investment Advisory, Financial Advisory, Insurance, Wealth, Financial Services, Retirement, Series 7, Mutual Funds, Portfolio Management, Securities, Series 63, Asset Managment, Asset Allocation, 401k, Fixed Annuities, Alternative Investments, Estate Planning, Investment Strategies, Equities, FINRA, Financial Planning, IRAs, Investment Management, Series 24, Financial Planners, Asset Management, Fixed Income, Financial Analysis
Education
Bridgewater International University Group 2000 — 2001
Bachelor, Business Administration
Columbia College 1996 — 2000
Associate in Arts, Accounting
Matthew Lankford Matthew Lankford's Cambridge Investment Research Experience June 2014 - Present
Job Financial Compliance Examiner, Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research June 2014 - Present
Northwestern Mutual December 2012 - September 2013
Sweetwater Pool Management April 2007 - September 2012
Skills
Finance, Retirement Planning, Life Insurance, Disability Insurance, Microsoft Excel, Microsoft Office, Long Term Care Insurance, Income Protection, Hold Series 7, Series 63, Series 24, Long-term Care, Real Estate, Employee Benefits, Management, 401k, Marketing, Sales, Risk Management, Strategic Planning, Term Life Insurance
Education
University of Georgia - Terry College of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance
Gordon College 2008 — 2010
Associate of Business Administration (ABA), General Business
Cambridge Investment Research June 2014 - Present
Northwestern Mutual December 2012 - September 2013
Sweetwater Pool Management April 2007 - September 2012
Skills
Finance, Retirement Planning, Life Insurance, Disability Insurance, Microsoft Excel, Microsoft Office, Long Term Care Insurance, Income Protection, Hold Series 7, Series 63, Series 24, Long-term Care, Real Estate, Employee Benefits, Management, 401k, Marketing, Sales, Risk Management, Strategic Planning, Term Life Insurance
Education
University of Georgia - Terry College of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance
Gordon College 2008 — 2010
Associate of Business Administration (ABA), General Business
Tom Small, CFP®, AIF®'s Cambridge Investment Research Experience January 2003 - Present
Job Owner/Financial Advisor at Michigan Money Management
Industry Investment Management
Experience
Michigan Money Management, LLC June 2010 - Present
Porter Hills Retirement Community & Services November 2013 - Present
Cambridge Investment Research January 2003 - Present
Skills
Retirement Income..., Certified Financial..., Accredited Investment..., Investments, Wealth Management, Retirement Planning, Retirement Income..., College Savings Plans, Retirement, Investment Advisory, 401k, Mutual Funds, Strategic Financial..., Trusts, Fiduciary, Estate Planning, Securities, Asset Allocation, Finance, Alternative Investments, Investment Strategies, Wealth Management..., Financial Advisory, Retirement Plan..., Wealth, Financial Planners, High Net Worth..., ETFs, Series 6, Insurance, Fixed Annuities, Series 63, IRAs, Uniform Combined State..., FINRA, Series 65, Pensions, Leadership, Asset Management, Investment Management, Series 7, Personal Financial...
Education
Bentley University 1981 — 1985
BS
Nantucket High School 1977 — 1981
fi360-AIF
Michigan Money Management, LLC June 2010 - Present
Porter Hills Retirement Community & Services November 2013 - Present
Cambridge Investment Research January 2003 - Present
Skills
Retirement Income..., Certified Financial..., Accredited Investment..., Investments, Wealth Management, Retirement Planning, Retirement Income..., College Savings Plans, Retirement, Investment Advisory, 401k, Mutual Funds, Strategic Financial..., Trusts, Fiduciary, Estate Planning, Securities, Asset Allocation, Finance, Alternative Investments, Investment Strategies, Wealth Management..., Financial Advisory, Retirement Plan..., Wealth, Financial Planners, High Net Worth..., ETFs, Series 6, Insurance, Fixed Annuities, Series 63, IRAs, Uniform Combined State..., FINRA, Series 65, Pensions, Leadership, Asset Management, Investment Management, Series 7, Personal Financial...
Education
Bentley University 1981 — 1985
BS
Nantucket High School 1977 — 1981
fi360-AIF
Michael H De LAP CFS MST MBA Michael H De LAP CFS MST MBA's Cambridge Investment Research Experience February 1997 - March 2002
Job Money Manager
Industry Investment Management
Experience
Securities America Advisors - Equitas America Fin Group March 2002 - Present
EverBank October 2010 - Present
Cambridge Investment Research February 1997 - March 2002
Quest Capital Strategies, Inc. August 1992 - February 1997
Big Boy International July 1986 - January 1993
Skills
Investments, Portfolio Management, Risk Management, Retirement Planning, Banking, Investment Strategies, Finance, Securities, Insurance, Financial Services, Mergers, Asset Allocation, Financial Advisory, Financial Risk, Wealth Management, Mergers & Acquisitions, Asset Management, Small Business, Investment Advisory, Mortgage Lending, Mutual Funds
Education
Walsh College of Accountancy and Business Administration 1978 — 1982
Taxation Accounting
University of California, Berkeley 1974 — 1977
Tax & Law, Law
Cleary University 1967 — 1974
USC 1964 — 1972
BS BAA, Accounting, Marketing, Business
Eastern Michigan University
bs, business
Securities America Advisors - Equitas America Fin Group March 2002 - Present
EverBank October 2010 - Present
Cambridge Investment Research February 1997 - March 2002
Quest Capital Strategies, Inc. August 1992 - February 1997
Big Boy International July 1986 - January 1993
Skills
Investments, Portfolio Management, Risk Management, Retirement Planning, Banking, Investment Strategies, Finance, Securities, Insurance, Financial Services, Mergers, Asset Allocation, Financial Advisory, Financial Risk, Wealth Management, Mergers & Acquisitions, Asset Management, Small Business, Investment Advisory, Mortgage Lending, Mutual Funds
Education
Walsh College of Accountancy and Business Administration 1978 — 1982
Taxation Accounting
University of California, Berkeley 1974 — 1977
Tax & Law, Law
Cleary University 1967 — 1974
USC 1964 — 1972
BS BAA, Accounting, Marketing, Business
Eastern Michigan University
bs, business
Danielle Thomson Danielle Thomson's Cambridge Investment Research Experience November 2007 - February 2012
Job American Waterjet Cutting
Industry Financial Services
Experience
American Waterjet Cutting February 2004 - Present
Cambridge Investment Research November 2007 - February 2012
Cambridge Investment Research November 2007 - November 2011
CompleWare 2007 - 2007
AEGON 2005 - 2007
Celestica February 2001 - May 2005
Motorola 1996 - 2001
Skills
SSRS, .NET, Microsoft SQL Server, SQL, T-SQL, SSIS, XML, Agile Methodologies, ASP.NET, Web Services, Visio, Process Improvement, Windows, Databases, Scrum
Education
Walden University 1997 — 1999
M.S., Software Engineering
Buena Vista University 1992 — 1996
B.A., Management Science
Indian Hills Community College 1992 — 1996
A.A.S., Computer Programming
Fairfield High School 1988 — 1992
American Waterjet Cutting February 2004 - Present
Cambridge Investment Research November 2007 - February 2012
Cambridge Investment Research November 2007 - November 2011
CompleWare 2007 - 2007
AEGON 2005 - 2007
Celestica February 2001 - May 2005
Motorola 1996 - 2001
Skills
SSRS, .NET, Microsoft SQL Server, SQL, T-SQL, SSIS, XML, Agile Methodologies, ASP.NET, Web Services, Visio, Process Improvement, Windows, Databases, Scrum
Education
Walden University 1997 — 1999
M.S., Software Engineering
Buena Vista University 1992 — 1996
B.A., Management Science
Indian Hills Community College 1992 — 1996
A.A.S., Computer Programming
Fairfield High School 1988 — 1992
Christine Costello Christine Costello's Cambridge Investment Research Experience 2005 - 2007
Job Financial Advisor at Financial Advantage Associates, Inc
Industry Financial Services
Experience
Financial Advantage Associates, Inc 2013 - Present
New York Life Insurance Company 2010 - 2013
PIRL Financial 2009 - 2013
Mass Mutual 2007 - 2009
Women Business Owners of Montgomery County 2001 - 2009
Cambridge Investment Research 2005 - 2007
Skills
Investments, Financial Services, Insurance, Disability Insurance, Retirement Planning, Long-term Care, Financial Risk, Health Insurance, Medicare, Life Insurance, Customer Service, Entrepreneurship, Business Planning, Finance, Public Speaking, Nonprofits, Budgets, Management, New Business Development, Leadership, Financial Planning, Series 7
Education
University of Pennsylvania 1980 — 1986
PhD, Demography
Georgetown University 1970 — 1974
BA, Demography/Sociology
Financial Advantage Associates, Inc 2013 - Present
New York Life Insurance Company 2010 - 2013
PIRL Financial 2009 - 2013
Mass Mutual 2007 - 2009
Women Business Owners of Montgomery County 2001 - 2009
Cambridge Investment Research 2005 - 2007
Skills
Investments, Financial Services, Insurance, Disability Insurance, Retirement Planning, Long-term Care, Financial Risk, Health Insurance, Medicare, Life Insurance, Customer Service, Entrepreneurship, Business Planning, Finance, Public Speaking, Nonprofits, Budgets, Management, New Business Development, Leadership, Financial Planning, Series 7
Education
University of Pennsylvania 1980 — 1986
PhD, Demography
Georgetown University 1970 — 1974
BA, Demography/Sociology
Mark Pavwoski, CFP ® Mark Pavwoski, CFP ®'s Cambridge Investment Research Experience March 2010 - Present
Job Helping you Plan and Protect your Financial Life
Industry Financial Services
Experience
Pavwoski Financial November 2007 - Present
Cambridge Investment Research March 2010 - Present
UBS August 2004 - November 2007
National financial firms 1980 - 2004
Skills
Holistic Financial..., Retirement Income..., Portfolio Management, Alternative Investments, Mutual Funds, ETFs, Variable Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Estate Planning, Wealth Management, Retirement Planning, Investment Advisory, College Education..., Asset Allocation, Fixed Annuities, Securities, Insurance, Investment Management, Investment Strategies, Investments, Retirement, Term Life Insurance, Financial Planning
Education
College for Financial Planning 1996 — 1998
CFP ®
Lawrence University 1976 — 1980
Bachelor of Arts (B.A.)
Pavwoski Financial November 2007 - Present
Cambridge Investment Research March 2010 - Present
UBS August 2004 - November 2007
National financial firms 1980 - 2004
Skills
Holistic Financial..., Retirement Income..., Portfolio Management, Alternative Investments, Mutual Funds, ETFs, Variable Annuities, Life Insurance, Disability Insurance, Long Term Care Insurance, Estate Planning, Wealth Management, Retirement Planning, Investment Advisory, College Education..., Asset Allocation, Fixed Annuities, Securities, Insurance, Investment Management, Investment Strategies, Investments, Retirement, Term Life Insurance, Financial Planning
Education
College for Financial Planning 1996 — 1998
CFP ®
Lawrence University 1976 — 1980
Bachelor of Arts (B.A.)
Steve Fortescue Steve Fortescue's Cambridge Investment Research Experience February 2008 - Present
Job
Industry Financial Services
Experience
Cambridge Investment Research February 2008 - Present
Fortescue Financial Services November 1991 - Present
Skills
Personal Financial..., Reitrement Income..., Estate Planning, Financial Planners, 401k, Investment Strategies, IRAs, Asset Allocation, Life Insurance, Series 24, Uniform Combined State..., Disability Insurance, Long-term Care, Insurance, Asset Management, Long Term Care Insurance, Portfolio Management
Education
City University of Seattle 1985 — 1990
MBA, Management
Lake Washington High School
Cambridge Investment Research February 2008 - Present
Fortescue Financial Services November 1991 - Present
Skills
Personal Financial..., Reitrement Income..., Estate Planning, Financial Planners, 401k, Investment Strategies, IRAs, Asset Allocation, Life Insurance, Series 24, Uniform Combined State..., Disability Insurance, Long-term Care, Insurance, Asset Management, Long Term Care Insurance, Portfolio Management
Education
City University of Seattle 1985 — 1990
MBA, Management
Lake Washington High School
Eric Hirschfield Eric Hirschfield's Cambridge Investment Research Experience June 2011 - May 2012
Job Production Scheduler at Guardian Industries
Industry Management Consulting
Experience
Guardian Industries February 2013 - Present
Cambridge Investment Research June 2011 - May 2012
Strongtower Financial 2008 - June 2011
Waddell & Reed Financial Services 2003 - 2008
Applied Materials, Inc. 1997 - 1998
USS Arkansas 1993 - 1997
Skills
Investments, Finance, Strategic Financial..., Strategic Planning, Insurance, Financial Analysis, Risk Management, Process Improvement, Budget, Needs Analysis, Business Planning, Management, Training, Operations Management, Analysis, Customer Service, Leadership, Budgets, Strategy, Public Speaking, Project Management
Education
California State University-Fresno 2001 — 2003
Bachelor's degree, Business Administration & Entrepreneurship
Fresno City College 1999 — 2001
Associate's degree
Guardian Industries February 2013 - Present
Cambridge Investment Research June 2011 - May 2012
Strongtower Financial 2008 - June 2011
Waddell & Reed Financial Services 2003 - 2008
Applied Materials, Inc. 1997 - 1998
USS Arkansas 1993 - 1997
Skills
Investments, Finance, Strategic Financial..., Strategic Planning, Insurance, Financial Analysis, Risk Management, Process Improvement, Budget, Needs Analysis, Business Planning, Management, Training, Operations Management, Analysis, Customer Service, Leadership, Budgets, Strategy, Public Speaking, Project Management
Education
California State University-Fresno 2001 — 2003
Bachelor's degree, Business Administration & Entrepreneurship
Fresno City College 1999 — 2001
Associate's degree
Dennis Browne Dennis Browne's Cambridge Investment Research Experience 2008 - Present
Job Financial Advisor Providing Quality Unbiased Retirement Advice
Industry Financial Services
Experience
Capital View Wealth Management May 2012 - Present
Financial Industry Regulatory Authority February 2013 - Present
Cambridge Investment Research 2008 - Present
The Conte Browne Group, LLC February 2005 - May 2012
Prudential Financial 2000 - 2005
United States Marine Corps November 1986 - August 1992
Education
Eastern University 1999 — 2001
Bachelors, Organizational Management
The American College 2011 — 2011
Masters, Financial Services
Penn State University 1993 — 1994
Business, Management, Marketing, and Related Support Services
Cumberland Valley High School 1982 — 1986
Capital View Wealth Management May 2012 - Present
Financial Industry Regulatory Authority February 2013 - Present
Cambridge Investment Research 2008 - Present
The Conte Browne Group, LLC February 2005 - May 2012
Prudential Financial 2000 - 2005
United States Marine Corps November 1986 - August 1992
Education
Eastern University 1999 — 2001
Bachelors, Organizational Management
The American College 2011 — 2011
Masters, Financial Services
Penn State University 1993 — 1994
Business, Management, Marketing, and Related Support Services
Cumberland Valley High School 1982 — 1986
Andrew J. Evans, MBA's Cambridge Investment Research Experience August 2012 - Present
Job Managing Director
Industry Financial Services
Experience
Atlantic Financial Group August 2012 - Present
Cambridge Investment Research August 2012 - Present
Education
Indiana University of Pennsylvania 2012 — 2013
Master of Business Administration (MBA)
Duquesne University 2007 — 2008
Executive Certificate, Financial Planning
Ohio Northern University 1998 — 2002
BFA, Communications
Norwin High School 1994 — 1998
Atlantic Financial Group August 2012 - Present
Cambridge Investment Research August 2012 - Present
Education
Indiana University of Pennsylvania 2012 — 2013
Master of Business Administration (MBA)
Duquesne University 2007 — 2008
Executive Certificate, Financial Planning
Ohio Northern University 1998 — 2002
BFA, Communications
Norwin High School 1994 — 1998
Hae Jung Kim Hae Jung Kim's Cambridge Investment Research Experience December 2012 - Present
Job Accredited Investment Fiduciary, Investment Advisor Representative 123 Rock Wren Lane, Brisbane, CA 94005
Industry Financial Services
Experience
Cambridge Investment Research December 2012 - Present
Cambridge Investment Research / Gateway Financial Advisors, Inc April 2000 - Present
LPL Financial January 2008 - September 2008
John Hancock Life Insurance Company (U.S.A.) April 2004 - January 2008
Skills
Retirement Planning, Financial Planning, Retirement, 401k, Long Term Care, Disability Insurance, Annuities, Estate Planning, Investment Advisory, Employee Benefits, Small Business, Insurance, Securities, IRA's, Risk Management, Mutual Funds, Asset Management, Investments, Health, Insurance Planning, Term Life Insurance, Roth IRA, Wealth Accumulation, Retirement Income..., Annuity, Pensions, Group Benefits, 401k Rollovers, Fixed Annuities, Health Insurance, Series 63, Budgeting, IRAs, Women Owned Business, Korean, Professional Women, Senior Finance, Long-term Care, Wealth
Education
Ewha Womans University 1971 — 1975
BA, Education
Cambridge Investment Research December 2012 - Present
Cambridge Investment Research / Gateway Financial Advisors, Inc April 2000 - Present
LPL Financial January 2008 - September 2008
John Hancock Life Insurance Company (U.S.A.) April 2004 - January 2008
Skills
Retirement Planning, Financial Planning, Retirement, 401k, Long Term Care, Disability Insurance, Annuities, Estate Planning, Investment Advisory, Employee Benefits, Small Business, Insurance, Securities, IRA's, Risk Management, Mutual Funds, Asset Management, Investments, Health, Insurance Planning, Term Life Insurance, Roth IRA, Wealth Accumulation, Retirement Income..., Annuity, Pensions, Group Benefits, 401k Rollovers, Fixed Annuities, Health Insurance, Series 63, Budgeting, IRAs, Women Owned Business, Korean, Professional Women, Senior Finance, Long-term Care, Wealth
Education
Ewha Womans University 1971 — 1975
BA, Education
Shayna Henderson Shayna Henderson's Cambridge Investment Research Experience February 2013 - Present
Job Advertising Analyst at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research February 2013 - Present
Cambridge Investment Research February 2012 - February 2013
Cambridge Investment Research October 2009 - February 2012
Skills
Series 7, Series 24, Microsoft Word, Microsoft Excel, Customer Service, Customer Satisfaction, Broker/Dealer Compliance, FINRA Advertising..., SEC Advertising..., Series 66
Education
Aveda Institute-Saint Petersburg 2008 — 2009
Masters in Cosmetology
Indian Hills Community College 2005 — 2007
Cambridge Investment Research February 2013 - Present
Cambridge Investment Research February 2012 - February 2013
Cambridge Investment Research October 2009 - February 2012
Skills
Series 7, Series 24, Microsoft Word, Microsoft Excel, Customer Service, Customer Satisfaction, Broker/Dealer Compliance, FINRA Advertising..., SEC Advertising..., Series 66
Education
Aveda Institute-Saint Petersburg 2008 — 2009
Masters in Cosmetology
Indian Hills Community College 2005 — 2007
Brad Hanus Brad Hanus's Cambridge Investment Research Experience January 2008 - November 2008
Job Compliance Officer at Bancwest Investment Services
Industry Financial Services
Experience
Bancwest Investment Services Member FINRA/SIPC March 2013 - Present
JW Cole Financial, Inc. May 2011 - February 2013
Securities America, Inc. November 2008 - June 2010
Cambridge Investment Research January 2008 - November 2008
Education
Stetson University College of Law 2010 — 2012
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Henderson State University 2003 — 2005
BA, Sociology/History
Bancwest Investment Services Member FINRA/SIPC March 2013 - Present
JW Cole Financial, Inc. May 2011 - February 2013
Securities America, Inc. November 2008 - June 2010
Cambridge Investment Research January 2008 - November 2008
Education
Stetson University College of Law 2010 — 2012
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Henderson State University 2003 — 2005
BA, Sociology/History
Suzanne (Zanny) (Thorndike) Strickler Suzanne (Zanny) (Thorndike) Strickler's Cambridge Investment Research Experience August 2011 - April 2012
Job Owner at LoomedTreasuresbyZan
Industry Food & Beverages
Experience
LoomedTreasuresbyZan April 2014 - Present
OG Organo Gold Coffee July 2013 - Present
Gap Inc./Gap October 2012 - May 2013
Cambridge Investment Research August 2011 - April 2012
Gymboree May 2006 - February 2010
EXPRESS September 1996 - November 1999
Skills
Training, Team Building, Strategic Planning, Marketing, Customer Service, Public Speaking, Social Media Marketing, Social Media
Education
Globe University-Minneapolis 2010 — 2013
Accounting
University of Iowa 1989 — 1994
BA, Sociology
Grinnell Community Senior High School 1986 — 1989
Diploma, General Studies
LoomedTreasuresbyZan April 2014 - Present
OG Organo Gold Coffee July 2013 - Present
Gap Inc./Gap October 2012 - May 2013
Cambridge Investment Research August 2011 - April 2012
Gymboree May 2006 - February 2010
EXPRESS September 1996 - November 1999
Skills
Training, Team Building, Strategic Planning, Marketing, Customer Service, Public Speaking, Social Media Marketing, Social Media
Education
Globe University-Minneapolis 2010 — 2013
Accounting
University of Iowa 1989 — 1994
BA, Sociology
Grinnell Community Senior High School 1986 — 1989
Diploma, General Studies
Janaye Burt, CFA Janaye Burt, CFA's Cambridge Investment Research Experience 2005 - 2006
Job Associate Portfolio Manager, BMO Private Bank
Industry Financial Services
Experience
Homeward Bound August 2013 - March 2014
BMO Harris Private Banking October 2010 - August 2013
J.P. Morgan Private Wealth Management July 2008 - October 2010
A.G. Edwards & Sons, Inc. September 2007 - June 2008
Edward Jones 2007 - 2007
Cambridge Investment Research 2005 - 2006
Skills
Wealth Management, Fixed Income, Equities, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Asset Management, Bloomberg, Investment Strategies
Education
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelors of Science, Finance
Homeward Bound August 2013 - March 2014
BMO Harris Private Banking October 2010 - August 2013
J.P. Morgan Private Wealth Management July 2008 - October 2010
A.G. Edwards & Sons, Inc. September 2007 - June 2008
Edward Jones 2007 - 2007
Cambridge Investment Research 2005 - 2006
Skills
Wealth Management, Fixed Income, Equities, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Asset Management, Bloomberg, Investment Strategies
Education
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelors of Science, Finance
Brenda Weeks Brenda Weeks's Cambridge Investment Research Experience May 2011 - Present
Job Associate Regional Consultant at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research May 2011 - Present
Financial Partners, Inc. March 2006 - July 2010
Education
Indian Hills Community College
Cambridge Investment Research May 2011 - Present
Financial Partners, Inc. March 2006 - July 2010
Education
Indian Hills Community College
Wendy Jo Bellerive CRPS®, AIF®'s Cambridge Investment Research Experience October 2010 - Present
Job Accredited Investment Fiduciary & Retirement Planner focused on creating retirement plans for Corporations & Individuals
Industry Financial Services
Experience
Cambridge Investment Research October 2010 - Present
Cobblestone Financial Advisors, Inc. October 2010 - Present
Smith Barney January 2001 - September 2010
Smith Barney February 1996 - January 2001
Skills
Retirement Planning, Series 7, Investment Advisory, Financial Advisory, Wealth Management, Fixed Annuities, FINRA, Uniform Combined State..., Securities, Asset Allocation, Series 24, Strategic Financial..., Estate Planning, Mutual Funds, Retirement, Wealth, Series 63, 401k, Series 6, Fixed Income, Financial Services, 401k Rollovers, Succession Planning
Education
Assumption College
Cambridge Investment Research October 2010 - Present
Cobblestone Financial Advisors, Inc. October 2010 - Present
Smith Barney January 2001 - September 2010
Smith Barney February 1996 - January 2001
Skills
Retirement Planning, Series 7, Investment Advisory, Financial Advisory, Wealth Management, Fixed Annuities, FINRA, Uniform Combined State..., Securities, Asset Allocation, Series 24, Strategic Financial..., Estate Planning, Mutual Funds, Retirement, Wealth, Series 63, 401k, Series 6, Fixed Income, Financial Services, 401k Rollovers, Succession Planning
Education
Assumption College
Thomas Kijowski's Cambridge Investment Research Experience 2008 - 2014
Job Investment and Financial Management for Professionals, Business Owners and Retirees
Industry Investment Management
Experience
Kijowski Investments 1990 - Present
Cambridge Investment Research 2008 - 2014
Securities America, Inc. Member FINRA/SIPC 1990 - 2007
The New England January 1985 - April 1990
Massachusetts Mutual Life Insurance Company April 1983 - December 1984
Metropolitan Life Insurance Company April 1979 - April 1983
Skills
Investments, Retirement, Retirement Planning, Financial Advisory, Securities, Wealth, Life Insurance, Risk Management, Finance, Estate Planning, Disability Insurance, Analysis, Strategic Financial..., Wealth Management, Investment Advisory, Small Business, FINRA, Mutual Funds, Financial Services, Asset Allocation, Series 7, Fixed Annuities, Financial Risk
Education
West Virginia University 1986 — 1987
MBA, Business
Fairmont State University 1968 — 1972
BS, Business
Kittanning High School
Kijowski Investments 1990 - Present
Cambridge Investment Research 2008 - 2014
Securities America, Inc. Member FINRA/SIPC 1990 - 2007
The New England January 1985 - April 1990
Massachusetts Mutual Life Insurance Company April 1983 - December 1984
Metropolitan Life Insurance Company April 1979 - April 1983
Skills
Investments, Retirement, Retirement Planning, Financial Advisory, Securities, Wealth, Life Insurance, Risk Management, Finance, Estate Planning, Disability Insurance, Analysis, Strategic Financial..., Wealth Management, Investment Advisory, Small Business, FINRA, Mutual Funds, Financial Services, Asset Allocation, Series 7, Fixed Annuities, Financial Risk
Education
West Virginia University 1986 — 1987
MBA, Business
Fairmont State University 1968 — 1972
BS, Business
Kittanning High School
John Mickelson John Mickelson's Cambridge Investment Research Experience May 2012 - Present
Job Owner at Mickelson Financial Services
Industry Financial Services
Experience
Cambridge Investment Research May 2012 - Present
Mickelson Financial Services, Inc. May 1995 - Present
Woodbury Financial Services July 2007 - September 2011
Equity Services, Inc. June 2001 - July 2007
New York Life Insurance Company July 1995 - July 2001
Skills
Retirement Planning, Series 7, Fixed Annuities, Retirement, Estate Planning, Life Insurance, Strategic Financial..., Series 63, Wealth Management, Disability Insurance, Investment Advisory, Mutual Funds, IRAs, Wealth Accumulation, Asset Allocation, Investments, 401k Rollovers, Financial Advisory, Roth IRA, Securities, Finance, Financial Services, Small Business, Wealth, Financial Planning
Education
The American College 2006 — 2012
Masters of Financial Services MSFS, Financial Planning and Services
Brigham Young University 1992 — 1995
Bachelor of Science (BS), International Finance
Utah State University 1990 — 1992
Cambridge Investment Research May 2012 - Present
Mickelson Financial Services, Inc. May 1995 - Present
Woodbury Financial Services July 2007 - September 2011
Equity Services, Inc. June 2001 - July 2007
New York Life Insurance Company July 1995 - July 2001
Skills
Retirement Planning, Series 7, Fixed Annuities, Retirement, Estate Planning, Life Insurance, Strategic Financial..., Series 63, Wealth Management, Disability Insurance, Investment Advisory, Mutual Funds, IRAs, Wealth Accumulation, Asset Allocation, Investments, 401k Rollovers, Financial Advisory, Roth IRA, Securities, Finance, Financial Services, Small Business, Wealth, Financial Planning
Education
The American College 2006 — 2012
Masters of Financial Services MSFS, Financial Planning and Services
Brigham Young University 1992 — 1995
Bachelor of Science (BS), International Finance
Utah State University 1990 — 1992
Karin Edelen Karin Edelen's Cambridge Investment Research Experience December 2012 - March 2013
Job Learning and Development Specialist at Farmers Mutual Hail Insurance
Industry Insurance
Experience
Farmers Mutual Hail Insurance April 2013 - Present
Cambridge Investment Research December 2012 - March 2013
Avon Products 2010 - December 2012
Merry Maids July 2007 - January 2010
Tharaldson Lodging Company 2002 - 2005
Skills
Training, Leadership, Customer Service, Sales, Employee Training, Sales Management, Public Speaking, Selling, Team Building, Coaching, Leadership Development, Recruiting, Microsoft Office
Education
Buena Vista University
Human Resources Management and Services
Kirkwood Community College
AA, Liberal
Farmers Mutual Hail Insurance April 2013 - Present
Cambridge Investment Research December 2012 - March 2013
Avon Products 2010 - December 2012
Merry Maids July 2007 - January 2010
Tharaldson Lodging Company 2002 - 2005
Skills
Training, Leadership, Customer Service, Sales, Employee Training, Sales Management, Public Speaking, Selling, Team Building, Coaching, Leadership Development, Recruiting, Microsoft Office
Education
Buena Vista University
Human Resources Management and Services
Kirkwood Community College
AA, Liberal
Michael Lathrop Michael Lathrop's Cambridge Investment Research Experience July 2011 - May 2012
Job Portfolio Analyst at Newport Advisory, LLC
Industry Financial Services
Experience
Newport Advisory, LLC September 2015 - Present
Raeken November 2014 - Present
Newport Advisory, LLC June 2014 - August 2015
United States Marine Corps June 2009 - May 2015
Newport Advisory, LLC July 2012 - May 2014
Cambridge Investment Research July 2011 - May 2012
Action Property Management June 2008 - August 2008
Education
Chapman University 2011 — 2014
Bachelor's Degree, BS in Economics
Saddleback College 2010 — 2011
Newport Advisory, LLC September 2015 - Present
Raeken November 2014 - Present
Newport Advisory, LLC June 2014 - August 2015
United States Marine Corps June 2009 - May 2015
Newport Advisory, LLC July 2012 - May 2014
Cambridge Investment Research July 2011 - May 2012
Action Property Management June 2008 - August 2008
Education
Chapman University 2011 — 2014
Bachelor's Degree, BS in Economics
Saddleback College 2010 — 2011
Jimmy J. Williams Jimmy J. Williams's Cambridge Investment Research Experience 2009 - Present
Job CPA/PFS, CFP®, Compass Capital Management, LLC
Industry Financial Services
Experience
Compass Capital Management, LLC June 2009 - Present
Cambridge Investment Research 2009 - Present
Jimmy J. Williams & Co., P.C. August 1992 - August 2011
AICPA October 2007 - October 2010
Asset & Investment Advisors, Inc. December 2000 - June 2009
Oklahoma Society of CPAs 2003 - 2004
Deloitte 1989 - 1992
Skills
Strategic Financial..., Estate Tax Planning, Tax, Estate Planning, Financial Planners, Income Tax, CPA, Small Business, Personal Finance, Financial Advisory, Retirement Planning, High Net Worth..., Financial Analysis, LLC, Retirement Distribution..., Risk Management, IRA Planning, Gifting Strategies, Retirement, Motivational Speaking, Financial Services, Investment Advisory, Investments, Securities, Wealth Management..., Investment Management, Wealth Accumulation, Wealth Management
Education
University of Tulsa 2001 — 2006
MTAX, Masters of Taxation
East Central University 1983 — 1987
BS, Accounting
Stuart High School 1980 — 1983
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Cameron Public Schools 1971 — 1980
High School Diploma, General Studies
Compass Capital Management, LLC June 2009 - Present
Cambridge Investment Research 2009 - Present
Jimmy J. Williams & Co., P.C. August 1992 - August 2011
AICPA October 2007 - October 2010
Asset & Investment Advisors, Inc. December 2000 - June 2009
Oklahoma Society of CPAs 2003 - 2004
Deloitte 1989 - 1992
Skills
Strategic Financial..., Estate Tax Planning, Tax, Estate Planning, Financial Planners, Income Tax, CPA, Small Business, Personal Finance, Financial Advisory, Retirement Planning, High Net Worth..., Financial Analysis, LLC, Retirement Distribution..., Risk Management, IRA Planning, Gifting Strategies, Retirement, Motivational Speaking, Financial Services, Investment Advisory, Investments, Securities, Wealth Management..., Investment Management, Wealth Accumulation, Wealth Management
Education
University of Tulsa 2001 — 2006
MTAX, Masters of Taxation
East Central University 1983 — 1987
BS, Accounting
Stuart High School 1980 — 1983
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Cameron Public Schools 1971 — 1980
High School Diploma, General Studies
Marlon L. Johnson Marlon L. Johnson's Cambridge Investment Research Experience 2011 - Present
Job SupervisorExternal Audit at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research 2011 - Present
Financial Industry Regulatory Authority 2014 - 2014
The Edcomm Group Banker's Academy 2011 - 2012
Wells Fargo Bank 2010 - 2011
E*TRADE Financial 2008 - 2010
Chase Home Finance 2005 - 2007
Skills
Series 7, Securities, Financial Services, Series 63, Banking, Equities, Finance, FINRA, Series 24, Trading, Analysis, Options, Credit, Mutual Funds, Customer Service, Financial Advisory, Uniform Combined State..., AML, Data Analysis, Corporate Actions, Compliance, Research, CIP, Equity Compensation, Series 53, Series 52
Education
American InterContinental University 2004 — 2005
MBA, Finance & Accounting
Grambling State University 1994 — 1999
BS, Business Management
Hempstead High School 1988 — 1991
Diploma, N/A
Cambridge Investment Research 2011 - Present
Financial Industry Regulatory Authority 2014 - 2014
The Edcomm Group Banker's Academy 2011 - 2012
Wells Fargo Bank 2010 - 2011
E*TRADE Financial 2008 - 2010
Chase Home Finance 2005 - 2007
Skills
Series 7, Securities, Financial Services, Series 63, Banking, Equities, Finance, FINRA, Series 24, Trading, Analysis, Options, Credit, Mutual Funds, Customer Service, Financial Advisory, Uniform Combined State..., AML, Data Analysis, Corporate Actions, Compliance, Research, CIP, Equity Compensation, Series 53, Series 52
Education
American InterContinental University 2004 — 2005
MBA, Finance & Accounting
Grambling State University 1994 — 1999
BS, Business Management
Hempstead High School 1988 — 1991
Diploma, N/A
Jill Silvers Jill Silvers's Cambridge Investment Research Experience 2014 - Present
Job Associate Director of Business Development at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research 2014 - Present
Cambridge Investment Research 2009 - 2014
Cambridge Investment Research April 2006 - 2009
Education
Buena Vista University 1997 — 1998
Bachelor of Science (BS), Banking and Finance
Simpson College 1995 — 1997
Accounting and Finance
Cambridge Investment Research 2014 - Present
Cambridge Investment Research 2009 - 2014
Cambridge Investment Research April 2006 - 2009
Education
Buena Vista University 1997 — 1998
Bachelor of Science (BS), Banking and Finance
Simpson College 1995 — 1997
Accounting and Finance
Sandra Johnson's Cambridge Investment Research Experience August 2013 - Present
Job at
Industry Financial Services
Experience
Cambridge Investment Research August 2013 - Present
BarclayHedge April 2007 - August 2013
BarclayHedge April 2007 - April 2010
Skills
Account Management, Cold Calling, Administrative..., Accounting, Team Leadership, Data Collection, Customer Experience, Cross-functional Team..., Hedge Funds, Event Planning, Payroll, Databases, Data Entry, Sales, Office 2010, Training, Access, Customer Service, Microsoft Excel, Marketing, Leadership, PowerPoint
Education
Indian Hills Community College 2013 — 2013
Computer Accounting
Indian Hills Community College 2012 — 2013
Administrative Assistant
Cambridge Investment Research August 2013 - Present
BarclayHedge April 2007 - August 2013
BarclayHedge April 2007 - April 2010
Skills
Account Management, Cold Calling, Administrative..., Accounting, Team Leadership, Data Collection, Customer Experience, Cross-functional Team..., Hedge Funds, Event Planning, Payroll, Databases, Data Entry, Sales, Office 2010, Training, Access, Customer Service, Microsoft Excel, Marketing, Leadership, PowerPoint
Education
Indian Hills Community College 2013 — 2013
Computer Accounting
Indian Hills Community College 2012 — 2013
Administrative Assistant
Linda Xayavong's Cambridge Investment Research Experience June 2009 - June 2015
Job Supervisor, IT Service Desk at Cambridge Investment Research, Inc.
Industry Investment Management
Experience
Cambridge Investment Research, Inc. June 2015 - Present
Cambridge Investment Research June 2009 - June 2015
Cambridge Investment Research August 2003 - June 2009
Skills
Windows Server, Active Directory, Microsoft Office, Operating Systems, Windows, Access, Troubleshooting, Computer Hardware, Customer Service, Help Desk Support
Education
Indian Hills Community College 2009 — 2010
Diploma, Microcomputer Specialist
Cambridge Investment Research, Inc. June 2015 - Present
Cambridge Investment Research June 2009 - June 2015
Cambridge Investment Research August 2003 - June 2009
Skills
Windows Server, Active Directory, Microsoft Office, Operating Systems, Windows, Access, Troubleshooting, Computer Hardware, Customer Service, Help Desk Support
Education
Indian Hills Community College 2009 — 2010
Diploma, Microcomputer Specialist
Kara Waugh Kara Waugh's Cambridge Investment Research Experience April 2013 - Present
Job Director, Education and Events at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. April 2015 - Present
Cambridge Investment Research April 2013 - Present
Cambridge Investment Research February 2012 - Present
Wesley Life February 2010 - July 2011
Iowa State University Foundation January 2009 - February 2010
Iowa State University Foundation October 2007 - January 2009
Drake University September 2004 - September 2007
Des Moines University June 1999 - September 2004
Principal Financial Group February 1997 - June 1999
Senator Tom Harkin April 1996 - February 1997
Skills
Fundraising, Leadership Development, Event Management, Public Speaking, Leadership, Annual Giving, Event Planning, Planned Giving, Community Development, Training, Program Management, Management, Series 7, Proposal Writing, Registered Corporate..., Employee Training, Coaching, Recruiting, Series 24
Education
Drake University 1996 — 1998
M.P.A., Public Administration - State & Local Government
Iowa State University 1994 — 1995
B.A., Political Science
Fairfield High School
Lincoln Elementary!
Lincoln Elementary!
Lincoln Elementary!
Lincoln Elementary!
Lincoln Elementary!
Cambridge Investment Research, Inc. April 2015 - Present
Cambridge Investment Research April 2013 - Present
Cambridge Investment Research February 2012 - Present
Wesley Life February 2010 - July 2011
Iowa State University Foundation January 2009 - February 2010
Iowa State University Foundation October 2007 - January 2009
Drake University September 2004 - September 2007
Des Moines University June 1999 - September 2004
Principal Financial Group February 1997 - June 1999
Senator Tom Harkin April 1996 - February 1997
Skills
Fundraising, Leadership Development, Event Management, Public Speaking, Leadership, Annual Giving, Event Planning, Planned Giving, Community Development, Training, Program Management, Management, Series 7, Proposal Writing, Registered Corporate..., Employee Training, Coaching, Recruiting, Series 24
Education
Drake University 1996 — 1998
M.P.A., Public Administration - State & Local Government
Iowa State University 1994 — 1995
B.A., Political Science
Fairfield High School
Lincoln Elementary!
Lincoln Elementary!
Lincoln Elementary!
Lincoln Elementary!
Lincoln Elementary!
Jared Rifenbary Jared Rifenbary's Cambridge Investment Research Experience April 2010 - March 2011
Job Managing Partner at Principled Hard Asset Fund, L.P.
Industry Investment Management
Experience
Principled Hard Asset Fund, L.P. January 2013 - Present
Wellspring Ecommerce November 2010 - December 2013
Cambridge Investment Research April 2010 - March 2011
Northwestern Mutual September 2008 - February 2010
Skills
Investments, Financial Analysis, Strategic Financial..., Securities, Alternative Investments, Asset Management, Investment Advisory, Series 7, Equities, Investment Strategies, Financial Advisory, Asset Managment, Portfolio Management, Retirement Planning, Financial Modeling, Business Development, Financial Planning
Education
Bentley University 2005 — 2009
Bachelors of Science, Economics-Finance
Copenhagen Business School 2008 — 2008
Economics-Finance
Principled Hard Asset Fund, L.P. January 2013 - Present
Wellspring Ecommerce November 2010 - December 2013
Cambridge Investment Research April 2010 - March 2011
Northwestern Mutual September 2008 - February 2010
Skills
Investments, Financial Analysis, Strategic Financial..., Securities, Alternative Investments, Asset Management, Investment Advisory, Series 7, Equities, Investment Strategies, Financial Advisory, Asset Managment, Portfolio Management, Retirement Planning, Financial Modeling, Business Development, Financial Planning
Education
Bentley University 2005 — 2009
Bachelors of Science, Economics-Finance
Copenhagen Business School 2008 — 2008
Economics-Finance
Brian Reid Brian Reid's Cambridge Investment Research Experience November 2009 - Present
Job Supervisor, Practice Management at Cambridge Investment Research; Registered Corporate Coach
Industry Financial Services
Experience
Cambridge Investment Research November 2009 - Present
Copperfield July 1997 - August 2005
Skills
Series 7, Social Media, Marketing, Series 24, Practice Management, Securities, Investment Advisory, Portfolio Management, Financial Advisory, Investments, Retirement Planning, Management, Coaching, FINRA
Education
Indian Hills Community College 1995 — 1997
Business
Cambridge Investment Research November 2009 - Present
Copperfield July 1997 - August 2005
Skills
Series 7, Social Media, Marketing, Series 24, Practice Management, Securities, Investment Advisory, Portfolio Management, Financial Advisory, Investments, Retirement Planning, Management, Coaching, FINRA
Education
Indian Hills Community College 1995 — 1997
Business
Bob Malek Bob Malek's Cambridge Investment Research Experience 2012 - Present
Job Chartered Retirement Planning Counselor® , Developing durable retirement income solutions, Social Security strategies
Industry Financial Services
Experience
Cambridge Investment Research 2012 - Present
Skills
Retirement Planning, Retirement, Investments, 401k, Wealth Management, Financial Services, Employee Benefits, 401k Rollovers, Financial Advisory, Long Term Care Insurance, Portfolio Management, Finance, Profit Sharing, Personal Financial..., Roth IRA, Traditional IRA, Financial Planning, Qualified Retirement..., Asset Allocation, Investment Advisory, Roth 401k, Benefit Communication, Wealth Preservation..., Chartered Retirement..., Retirement Income...
Education
DePaul University 1972 — 1975
Bachelor of Commerce (B.Com.), Marketing
College for Financial Planning 1986 — 1988
CFP Professional Education Program
College for Financial Planning 2007 — 2007
CRPC® Designee, Chartered Retirement Planning Counselor
St. Rita High School 1966 — 1970
College Prepatory
Cambridge Investment Research 2012 - Present
Skills
Retirement Planning, Retirement, Investments, 401k, Wealth Management, Financial Services, Employee Benefits, 401k Rollovers, Financial Advisory, Long Term Care Insurance, Portfolio Management, Finance, Profit Sharing, Personal Financial..., Roth IRA, Traditional IRA, Financial Planning, Qualified Retirement..., Asset Allocation, Investment Advisory, Roth 401k, Benefit Communication, Wealth Preservation..., Chartered Retirement..., Retirement Income...
Education
DePaul University 1972 — 1975
Bachelor of Commerce (B.Com.), Marketing
College for Financial Planning 1986 — 1988
CFP Professional Education Program
College for Financial Planning 2007 — 2007
CRPC® Designee, Chartered Retirement Planning Counselor
St. Rita High School 1966 — 1970
College Prepatory
Audrey (Brown) Hixson Audrey (Brown) Hixson's Cambridge Investment Research Experience March 2014 - Present
Job Manager, Asset Management & Product Services
Industry Financial Services
Experience
Cambridge Investment Research March 2014 - Present
Cambridge Investment Research January 2013 - March 2014
Cambridge Investment Research November 2006 - January 2013
Skills
Series 7, Mutual Funds, Asset Management, Asset Allocation, Series 24, FINRA, Securities, Investment Advisory, Series 63, Financial Planning
Education
Indian Hills Community College 2005 — 2007
Associate's Degree, Banking & Finance
Van Buren Community Jr/Sr High 2002 — 2005
High school diploma, General Studies
Cambridge Investment Research March 2014 - Present
Cambridge Investment Research January 2013 - March 2014
Cambridge Investment Research November 2006 - January 2013
Skills
Series 7, Mutual Funds, Asset Management, Asset Allocation, Series 24, FINRA, Securities, Investment Advisory, Series 63, Financial Planning
Education
Indian Hills Community College 2005 — 2007
Associate's Degree, Banking & Finance
Van Buren Community Jr/Sr High 2002 — 2005
High school diploma, General Studies
Mitch Anderson's Cambridge Investment Research Experience May 2013 - August 2013
Job Assistant Manager at Anderson Livestock, Ltd.
Industry Management Consulting
Experience
Anderson Livestock, Ltd. August 2014 - Present
University of Northern Iowa September 2012 - May 2014
Cambridge Investment Research May 2013 - August 2013
Barker Specialty Products by Hill PHOENIX May 2011 - August 2012
Iowa State Bank and Trust Company April 2008 - November 2009
Skills
Customer Service, PowerPoint, Microsoft Excel, Marketing, Strategic Planning, Business Process..., Business Process Mapping, Training, Project Management, Adobe Creative Suite, Microsoft Visio, Time Management, Event Management, Process Improvement, Leadership, Microsoft Office, Public Speaking, Visio, Microsoft Word
Education
University of Northern Iowa 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Indian Hills Community College 2010 — 2012
Associate of Arts (A.A.)
Fairfield High School 2007 — 2010
Anderson Livestock, Ltd. August 2014 - Present
University of Northern Iowa September 2012 - May 2014
Cambridge Investment Research May 2013 - August 2013
Barker Specialty Products by Hill PHOENIX May 2011 - August 2012
Iowa State Bank and Trust Company April 2008 - November 2009
Skills
Customer Service, PowerPoint, Microsoft Excel, Marketing, Strategic Planning, Business Process..., Business Process Mapping, Training, Project Management, Adobe Creative Suite, Microsoft Visio, Time Management, Event Management, Process Improvement, Leadership, Microsoft Office, Public Speaking, Visio, Microsoft Word
Education
University of Northern Iowa 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Indian Hills Community College 2010 — 2012
Associate of Arts (A.A.)
Fairfield High School 2007 — 2010
Greg Womack Greg Womack's Cambridge Investment Research Experience January 2007 - December 2009
Job Business consulting and risk management at Womack Advisers, LLC
Industry Investment Management
Experience
Trinity Capital Asset Management, LLC January 2010 - Present
Womack Investment Advisers, Inc. January 2000 - Present
Womack Investment Advisers, Inc. January 2000 - Present
Womack Advisers, LLC January 2000 - Present
Cambridge Investment Research January 2007 - December 2009
Financial Network Investment Corporation, Member SIPC November 1990 - December 2006
Metropolitan Life March 1987 - November 1990
Skills
Investment Advisory, Wealth Management, Investments, Mutual Funds, Securities, Disability Insurance, Life Insurance, Retirement Planning, Public Speaking, IRAs, Financial Advisory, Alternative Investments, Estate Tax Planning, Registered Investment..., Tax, Insurance Policies, Inheritance Tax Planning, Charitable Gift Planning, Asset Protection, Published Author, Technical Analysis, Investment Management, Wealth, Financial Planners, Charitable Trusts, Financial Services, Strategic Financial..., Former Butcher/Meat..., Estate settlment, Tax Reduction Strategies, Sudden Wealth Planning, Gold Investments, Investment Strategies, Estate Planning, Small Business, Asset Allocation, Portfolio Management, Insurance, Certified Financial..., Series 7, Equities, Fixed Annuities, Wealth Management..., Series 63, Term Life Insurance, Wealth Accumulation, Email Marketing, Mortgage Lending, Personal Financial..., 401k
Education
College for Financial Planning 1991 — 1993
Certified Financial Planner, Financial Planning
University of Central Oklahoma 1985 — 1986
Commercial Art
Southern Nazarene University 1981 — 1982
Commercial Art
Trinity Capital Asset Management, LLC January 2010 - Present
Womack Investment Advisers, Inc. January 2000 - Present
Womack Investment Advisers, Inc. January 2000 - Present
Womack Advisers, LLC January 2000 - Present
Cambridge Investment Research January 2007 - December 2009
Financial Network Investment Corporation, Member SIPC November 1990 - December 2006
Metropolitan Life March 1987 - November 1990
Skills
Investment Advisory, Wealth Management, Investments, Mutual Funds, Securities, Disability Insurance, Life Insurance, Retirement Planning, Public Speaking, IRAs, Financial Advisory, Alternative Investments, Estate Tax Planning, Registered Investment..., Tax, Insurance Policies, Inheritance Tax Planning, Charitable Gift Planning, Asset Protection, Published Author, Technical Analysis, Investment Management, Wealth, Financial Planners, Charitable Trusts, Financial Services, Strategic Financial..., Former Butcher/Meat..., Estate settlment, Tax Reduction Strategies, Sudden Wealth Planning, Gold Investments, Investment Strategies, Estate Planning, Small Business, Asset Allocation, Portfolio Management, Insurance, Certified Financial..., Series 7, Equities, Fixed Annuities, Wealth Management..., Series 63, Term Life Insurance, Wealth Accumulation, Email Marketing, Mortgage Lending, Personal Financial..., 401k
Education
College for Financial Planning 1991 — 1993
Certified Financial Planner, Financial Planning
University of Central Oklahoma 1985 — 1986
Commercial Art
Southern Nazarene University 1981 — 1982
Commercial Art
Sean Flattery Sean Flattery's Cambridge Investment Research Experience March 2013 - December 2013
Job President & CEO at Rippling Waters Property Development, LLC
Industry Financial Services
Experience
Rippling Waters Property Development, LLC September 2014 - Present
Wells Fargo January 2014 - September 2014
Cambridge Investment Research March 2013 - December 2013
Cambridge Investment Research January 2012 - March 2013
Cambridge Investment Research March 2010 - February 2012
Skills
Series 7, FINRA, Securities, Investment Advisory, Mutual Funds, Uniform Combined State..., 401k, Retirement, Financial Advisory, Investments, Alternative Investments, Investment Strategies, Fixed Annuities, Asset Management, Equities
Education
Iowa State University 2003 — 2007
Bachelors, Finance
Indian Hills Community College 2001 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
Ottumwa high school
Rippling Waters Property Development, LLC September 2014 - Present
Wells Fargo January 2014 - September 2014
Cambridge Investment Research March 2013 - December 2013
Cambridge Investment Research January 2012 - March 2013
Cambridge Investment Research March 2010 - February 2012
Skills
Series 7, FINRA, Securities, Investment Advisory, Mutual Funds, Uniform Combined State..., 401k, Retirement, Financial Advisory, Investments, Alternative Investments, Investment Strategies, Fixed Annuities, Asset Management, Equities
Education
Iowa State University 2003 — 2007
Bachelors, Finance
Indian Hills Community College 2001 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
Ottumwa high school
Jacqulyn Flattery's Cambridge Investment Research Experience January 2014 - Present
Job Senior Director at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research January 2014 - Present
Cambridge Investment Research May 2008 - October 2013
Skills
Series 24, Series 66, Series 7, Retirement Planning, Uniform Combined State..., Series 63, FINRA, Securities
Education
Drake University 2002 — 2005
Bachelor's Degree, Finance
Cambridge Investment Research January 2014 - Present
Cambridge Investment Research May 2008 - October 2013
Skills
Series 24, Series 66, Series 7, Retirement Planning, Uniform Combined State..., Series 63, FINRA, Securities
Education
Drake University 2002 — 2005
Bachelor's Degree, Finance
Tripp Freeman's Cambridge Investment Research Experience May 2004 - Present
Job Vice President Carlson & Carlson Insurance
Industry Insurance
Experience
Carlson & Carlson, Incorporated January 2003 - Present
Cambridge Investment Research May 2004 - Present
Rocky Point Club January 2009 - Present
DePauw University NYC Alumni Council January 2009 - Present
GADC June 2009 - June 2013
First Congregational Church of Darien 2009 - 2010
Soundview Financial Management November 1993 - December 2002
Skills
Property & Casualty..., Insurance, Disability Insurance, Employee Benefits, Long-term Care, Nonprofits, Umbrella Insurance, Flood Insurance and..., Workers Compensation, Series 7, Series 63, Financial Analysis, Retirement Planning, Alternative Investments, Estate Planning, Mutual Funds, Wealth Management, Asset Management, 401k, 401(K) Plan..., 401k Rollovers, Life Insurance, Investment Strategies, Asset Allocation, Investment Management
Education
DePauw University 1989 — 1993
Bachelor of Arts
Greenwich High School 1986 — 1989
Bachelor of Arts (BA)
Carlson & Carlson, Incorporated January 2003 - Present
Cambridge Investment Research May 2004 - Present
Rocky Point Club January 2009 - Present
DePauw University NYC Alumni Council January 2009 - Present
GADC June 2009 - June 2013
First Congregational Church of Darien 2009 - 2010
Soundview Financial Management November 1993 - December 2002
Skills
Property & Casualty..., Insurance, Disability Insurance, Employee Benefits, Long-term Care, Nonprofits, Umbrella Insurance, Flood Insurance and..., Workers Compensation, Series 7, Series 63, Financial Analysis, Retirement Planning, Alternative Investments, Estate Planning, Mutual Funds, Wealth Management, Asset Management, 401k, 401(K) Plan..., 401k Rollovers, Life Insurance, Investment Strategies, Asset Allocation, Investment Management
Education
DePauw University 1989 — 1993
Bachelor of Arts
Greenwich High School 1986 — 1989
Bachelor of Arts (BA)
Emily (Koschmeder) Wiggins Emily (Koschmeder) Wiggins's Cambridge Investment Research Experience April 2009 - Present
Job Supervisor and Registered Principal
Industry Financial Services
Experience
Cambridge Investment Research April 2009 - Present
Transamerica June 2007 - April 2009
Skills
Series 24, Series 7, 401k, FINRA, Securities, Retirement Planning, Series 26, Series 6, serie, Customer Service, Escalation Resolution, Process Improvement, Mutual Funds, Series 63, Retirement
Education
Coe College 2003 — 2007
Bachelor of Arts (BA), Psychology
Cambridge Investment Research April 2009 - Present
Transamerica June 2007 - April 2009
Skills
Series 24, Series 7, 401k, FINRA, Securities, Retirement Planning, Series 26, Series 6, serie, Customer Service, Escalation Resolution, Process Improvement, Mutual Funds, Series 63, Retirement
Education
Coe College 2003 — 2007
Bachelor of Arts (BA), Psychology
Atticus Shaner Atticus Shaner's Cambridge Investment Research Experience June 2013 - December 2014
Job Healthcare Recruiter at Maxim Healthcare Services
Industry Investment Management
Experience
Maxim Healthcare Services December 2014 - Present
Cambridge Investment Research June 2013 - December 2014
Aspen Ridge of Utah Valley November 2012 - June 2013
Vivint April 2012 - November 2012
A.P.X. Alarm June 2010 - January 2011
Brent Brown Auto, Provo Ut June 2009 - May 2010
Cricket Communications January 2008 - September 2009
Skills
Social Skills, Organizational..., Sales Management, Database Administration, Financial Reporting, Recruitment Advertising, Leadership Development, Office Administration, Friendly Personality, Business Intelligence, Emotional Intelligence, Self Management, Sales, Microsoft Excel, Marketing, PowerPoint, Public Speaking, Time Management
Education
Stevens-Henager College 2011 — 2012
Master’s Degree, Health Care Administration
Brigham Young University 2005 — 2009
B.A. Degree, Exercise Science
Maxim Healthcare Services December 2014 - Present
Cambridge Investment Research June 2013 - December 2014
Aspen Ridge of Utah Valley November 2012 - June 2013
Vivint April 2012 - November 2012
A.P.X. Alarm June 2010 - January 2011
Brent Brown Auto, Provo Ut June 2009 - May 2010
Cricket Communications January 2008 - September 2009
Skills
Social Skills, Organizational..., Sales Management, Database Administration, Financial Reporting, Recruitment Advertising, Leadership Development, Office Administration, Friendly Personality, Business Intelligence, Emotional Intelligence, Self Management, Sales, Microsoft Excel, Marketing, PowerPoint, Public Speaking, Time Management
Education
Stevens-Henager College 2011 — 2012
Master’s Degree, Health Care Administration
Brigham Young University 2005 — 2009
B.A. Degree, Exercise Science
Marco Carrera's Cambridge Investment Research Experience October 2013 - Present
Job Senior Application Programmer at Cambridge Investment Research
Industry Information Technology and Services
Experience
Cambridge Investment Research October 2013 - Present
Maharishi University of Management February 2012 - February 2013
self February 2009 - February 2012
Thaddeus Computing / iPhone Life magazine February 2007 - June 2011
Simetra Srl March 2010 - March 2011
cta informatica srl February 1999 - October 2001
Italian Army 1997 - 1998
Skills
Mysql, Drupal, CMS, ASP, ASP.NET, C, PHP, Web Development, Databases, English, MySQL, Italian languages, Java, JavaScript, Information Technology, Social Networking, Android Development, Visual Basic, C#, Computer Science, Computer Security, Linux, Server Administration, Web Applications, Software Development, E-commerce, Microsoft SQL Server, HTML, XML, Web Services, Design Patterns, Programming, Apache, SEO, Perl, Android, AJAX, SOAP, CSS, OOP, jQuery, User Experience, Mobile Applications, MVC, WordPress, XHTML, JSON, JSP, Eclipse, HTML 5
Education
Maharishi University of Management 2013 — 2015
Master of Science (M.S.)
Maharishi University of Management 2005 — 2006
Bachelor of Science
Università degli Studi dell'Insubria 2001 — 2003
Università degli Studi di Milano 1996 — 1997
Cambridge Investment Research October 2013 - Present
Maharishi University of Management February 2012 - February 2013
self February 2009 - February 2012
Thaddeus Computing / iPhone Life magazine February 2007 - June 2011
Simetra Srl March 2010 - March 2011
cta informatica srl February 1999 - October 2001
Italian Army 1997 - 1998
Skills
Mysql, Drupal, CMS, ASP, ASP.NET, C, PHP, Web Development, Databases, English, MySQL, Italian languages, Java, JavaScript, Information Technology, Social Networking, Android Development, Visual Basic, C#, Computer Science, Computer Security, Linux, Server Administration, Web Applications, Software Development, E-commerce, Microsoft SQL Server, HTML, XML, Web Services, Design Patterns, Programming, Apache, SEO, Perl, Android, AJAX, SOAP, CSS, OOP, jQuery, User Experience, Mobile Applications, MVC, WordPress, XHTML, JSON, JSP, Eclipse, HTML 5
Education
Maharishi University of Management 2013 — 2015
Master of Science (M.S.)
Maharishi University of Management 2005 — 2006
Bachelor of Science
Università degli Studi dell'Insubria 2001 — 2003
Università degli Studi di Milano 1996 — 1997
Nick Hileman's Cambridge Investment Research Experience March 2014 - Present
Job Wealth Advisor at Cambridge Investment Research
Industry Investment Management
Experience
Cambridge Investment Research March 2014 - Present
VALIC November 2011 - March 2014
TIAA-CREF January 2006 - February 2011
T Rowe Price November 2002 - January 2006
Skills
Retirement Planning, Mutual Funds, Investments, Finance, IRAs, Personal Financial...
Education
University of Maryland College Park 1999 — 2001
BA, Economics
College of Southern Maryland 1998 — 1999
AA, Business Management
Cornell University 1996 — 1998
Westlake High School 1991 — 1998
Westlake 1991 — 1996
Cambridge Investment Research March 2014 - Present
VALIC November 2011 - March 2014
TIAA-CREF January 2006 - February 2011
T Rowe Price November 2002 - January 2006
Skills
Retirement Planning, Mutual Funds, Investments, Finance, IRAs, Personal Financial...
Education
University of Maryland College Park 1999 — 2001
BA, Economics
College of Southern Maryland 1998 — 1999
AA, Business Management
Cornell University 1996 — 1998
Westlake High School 1991 — 1998
Westlake 1991 — 1996
Keith Chapman's Cambridge Investment Research Experience March 2013 - Present
Job Senior Engineer, Architect
Industry Computer Software
Experience
Cambridge Investment Research March 2013 - Present
PeopleNet October 2011 - March 2013
NextEra Energy Resources May 2011 - October 2011
CertusView 2009 - June 2011
Office Depot 2007 - 2009
Globalpex, Inc 2006 - 2007
eDiets.com 2005 - 2006
Arthur Anderson 2005 - 2006
CyberWize.com, Inc. 2004 - 2005
Skills
.NET, Software Development, T-SQL, Microsoft SQL Server, Agile Methodologies, TFS, C#, SOA, WCF, Visual Studio, WPF, ASP.NET, Web Services, SDLC, LINQ, XML, ASP.NET MVC, Database Design, Mobile Applications, Windows software..., SQL, Java, SSRS, SSIS, Web Applications, Silverlight, jQuery, Breathing, Entity Framework, JavaScript, IIS, AJAX, ADO.NET, Scrum, WiX, Domain Driven Design
Education
Capella University
BS in Business, Finance, General
Cambridge Investment Research March 2013 - Present
PeopleNet October 2011 - March 2013
NextEra Energy Resources May 2011 - October 2011
CertusView 2009 - June 2011
Office Depot 2007 - 2009
Globalpex, Inc 2006 - 2007
eDiets.com 2005 - 2006
Arthur Anderson 2005 - 2006
CyberWize.com, Inc. 2004 - 2005
Skills
.NET, Software Development, T-SQL, Microsoft SQL Server, Agile Methodologies, TFS, C#, SOA, WCF, Visual Studio, WPF, ASP.NET, Web Services, SDLC, LINQ, XML, ASP.NET MVC, Database Design, Mobile Applications, Windows software..., SQL, Java, SSRS, SSIS, Web Applications, Silverlight, jQuery, Breathing, Entity Framework, JavaScript, IIS, AJAX, ADO.NET, Scrum, WiX, Domain Driven Design
Education
Capella University
BS in Business, Finance, General
James Ashley's Cambridge Investment Research Experience June 2014 - June 2015
Job Computer Vision Freelancer
Industry Computer Software
Experience
Orbbec 3D Technology International Inc. June 2015 - Present
Cambridge Investment Research June 2014 - June 2015
Razorfish November 2010 - June 2014
Grandmasters, LLC June 2012 - July 2012
Apress August 2011 - March 2012
Five X Five August 2010 - November 2010
Lionbridge July 2010 - September 2010
Imaginative Universal, Inc. June 2010 - August 2010
Sagepath Inc. March 2010 - June 2010
Magenic Technologies March 2008 - February 2010
Skills
Kicking Ass, Taking Names, WPF, Kinect, XAML, .NET, Windows Phone, User Experience, Haiku Writing, Artisanal Software, Oculus Rift, jQuery, Pixel Maintenance and..., Computer Vision, HoloLens, Enterprise Architecture, Software Marchitecture, Arduino, Crime Fighting, Ghost Hunting, Singing Disney Songs, C#, Lock Picking, Malingering, Combat Epistemology, Low Self Esteem, Spoon Bending, Not Using the Phrase..., NUI, Silverlight, User Interface Design, Architecture, Event Producing, Design Patterns, Microsoft SQL Server, User Interface, HTML, Agile Methodologies, WCF, Web Services, REST, Visual Studio, Windows Azure, DirectX, Nunchuku Skills, AJAX, Augmented Reality, Gestural Grammatology, Light Armor, Machine Learning
Education
Emory University 1994 — 1999
Philosophy
St. John's College (MD) 1989 — 1992
BA, Philosophy, Mathematics
St. John's College (NM) 1988 — 1989
Bachelor of Arts (BA), Philosophy / Mathematics
Sandburg Middle School
Orbbec 3D Technology International Inc. June 2015 - Present
Cambridge Investment Research June 2014 - June 2015
Razorfish November 2010 - June 2014
Grandmasters, LLC June 2012 - July 2012
Apress August 2011 - March 2012
Five X Five August 2010 - November 2010
Lionbridge July 2010 - September 2010
Imaginative Universal, Inc. June 2010 - August 2010
Sagepath Inc. March 2010 - June 2010
Magenic Technologies March 2008 - February 2010
Skills
Kicking Ass, Taking Names, WPF, Kinect, XAML, .NET, Windows Phone, User Experience, Haiku Writing, Artisanal Software, Oculus Rift, jQuery, Pixel Maintenance and..., Computer Vision, HoloLens, Enterprise Architecture, Software Marchitecture, Arduino, Crime Fighting, Ghost Hunting, Singing Disney Songs, C#, Lock Picking, Malingering, Combat Epistemology, Low Self Esteem, Spoon Bending, Not Using the Phrase..., NUI, Silverlight, User Interface Design, Architecture, Event Producing, Design Patterns, Microsoft SQL Server, User Interface, HTML, Agile Methodologies, WCF, Web Services, REST, Visual Studio, Windows Azure, DirectX, Nunchuku Skills, AJAX, Augmented Reality, Gestural Grammatology, Light Armor, Machine Learning
Education
Emory University 1994 — 1999
Philosophy
St. John's College (MD) 1989 — 1992
BA, Philosophy, Mathematics
St. John's College (NM) 1988 — 1989
Bachelor of Arts (BA), Philosophy / Mathematics
Sandburg Middle School
Bryan Erickson's Cambridge Investment Research Experience November 2000 - May 2002
Job President at highWAY Financial Networks
Industry Financial Services
Experience
highWAY Financial Networks March 2000 - Present
Community Transformation Wellspring, Inc. September 2002 - Present
Carenet Pregnancy Center and Medical Clinic 2005 - 2011
GA Gepple & Company June 2002 - September 2004
Cambridge Investment Research November 2000 - May 2002
Financial West Group October 1998 - November 2000
Merrill Lynch June 1995 - October 1998
Skills
Retirement Planning, Wealth Management, Investment Advisory, Charitable Giving..., Strategic Financial..., Retirement, Strategy, Investments, 401k, Financial Analysis, Investment Strategies, Estate Planning, Asset Allocation, Financial Advisory, Finance, Fixed Annuities, Financial Planners, Wealth, Securities, Mutual Funds, Portfolio Management, Asset Management, Life Insurance, Wealth Management..., High Net Worth..., Philanthropy, Business Planning, Financial Planning
Education
Chapman University 1983 — 1985
highWAY Financial Networks March 2000 - Present
Community Transformation Wellspring, Inc. September 2002 - Present
Carenet Pregnancy Center and Medical Clinic 2005 - 2011
GA Gepple & Company June 2002 - September 2004
Cambridge Investment Research November 2000 - May 2002
Financial West Group October 1998 - November 2000
Merrill Lynch June 1995 - October 1998
Skills
Retirement Planning, Wealth Management, Investment Advisory, Charitable Giving..., Strategic Financial..., Retirement, Strategy, Investments, 401k, Financial Analysis, Investment Strategies, Estate Planning, Asset Allocation, Financial Advisory, Finance, Fixed Annuities, Financial Planners, Wealth, Securities, Mutual Funds, Portfolio Management, Asset Management, Life Insurance, Wealth Management..., High Net Worth..., Philanthropy, Business Planning, Financial Planning
Education
Chapman University 1983 — 1985
LeAnne Edgeton's Cambridge Investment Research Experience July 2008 - July 2012
Job Associate Director, Partner Support Center at Cambridge Investment Research
Industry Management Consulting
Experience
Cambridge Investment Research, Inc. July 2008 - Present
Cambridge Investment Research July 2008 - July 2012
Cambridge Investment Research 2008 - 2010
Primus Telecommunications 1999 - 2008
Lingo Internet Phone Service 1999 - 2008
Telegroup 1995 - 1999
Skills
Leadership, Program Management, Public Speaking, Customer Service, Leadership Development, Social Media, Strategic Planning, Team Building, Executive Management, Securities, Management, Project Management, Microsoft Office, Sales, Series 7, Microsoft Excel
Education
Southern Methodist University 1978 — 1980
M.M., Music
Illinois Wesleyan University 1974 — 1978
B.M., Music Performance
Harvard High School 1969 — 1973
Diploma
Cambridge Investment Research, Inc. July 2008 - Present
Cambridge Investment Research July 2008 - July 2012
Cambridge Investment Research 2008 - 2010
Primus Telecommunications 1999 - 2008
Lingo Internet Phone Service 1999 - 2008
Telegroup 1995 - 1999
Skills
Leadership, Program Management, Public Speaking, Customer Service, Leadership Development, Social Media, Strategic Planning, Team Building, Executive Management, Securities, Management, Project Management, Microsoft Office, Sales, Series 7, Microsoft Excel
Education
Southern Methodist University 1978 — 1980
M.M., Music
Illinois Wesleyan University 1974 — 1978
B.M., Music Performance
Harvard High School 1969 — 1973
Diploma
Marcus Winbush, CFP's Cambridge Investment Research Experience 2001 - 2002
Job CEO at True North Capital Alliance
Industry Investment Management
Experience
True North Capital Alliance September 2012 - Present
Morgan Stanley Smith Barney December 2010 - September 2012
Breneman Winbush and Associates, LLP October 2005 - December 2010
Thrivent Financial December 2002 - October 2005
Cambridge Investment Research 2001 - 2002
SunAmerica 2000 - 2001
Fortis 1995 - 1998
Prudential Financial 1992 - 1994
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, Fixed Annuities, Strategic Financial..., Retirement, Estate Planning, Investment Advisory, Series 63, Asset Allocation, Uniform Combined State..., Asset Managment, Financial Advisory, Leadership, 401k, Alternative Investments, Asset Management, Risk Management, Portfolio Management, Investment Strategies, Finance, Financial Services, Wealth Management..., IRAs, Securities, Investment Management, Equities, Life Insurance, FINRA, Financial Planning, Fixed Income, Wealth
Education
College for Financial Planning 2005 — 2006
CFP, Financial Planning
The University of North Dakota 1991 — 1993
BA, Social Sciences
University of Wyoming 1989 — 1991
Psychology
John Marshall High School 1986 — 1989
True North Capital Alliance September 2012 - Present
Morgan Stanley Smith Barney December 2010 - September 2012
Breneman Winbush and Associates, LLP October 2005 - December 2010
Thrivent Financial December 2002 - October 2005
Cambridge Investment Research 2001 - 2002
SunAmerica 2000 - 2001
Fortis 1995 - 1998
Prudential Financial 1992 - 1994
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, Fixed Annuities, Strategic Financial..., Retirement, Estate Planning, Investment Advisory, Series 63, Asset Allocation, Uniform Combined State..., Asset Managment, Financial Advisory, Leadership, 401k, Alternative Investments, Asset Management, Risk Management, Portfolio Management, Investment Strategies, Finance, Financial Services, Wealth Management..., IRAs, Securities, Investment Management, Equities, Life Insurance, FINRA, Financial Planning, Fixed Income, Wealth
Education
College for Financial Planning 2005 — 2006
CFP, Financial Planning
The University of North Dakota 1991 — 1993
BA, Social Sciences
University of Wyoming 1989 — 1991
Psychology
John Marshall High School 1986 — 1989
Craig Mineart's Cambridge Investment Research Experience January 1999 - February 2001
Job Financial Services professional looking for my next opportunity.
Industry Financial Services
Experience
Berthel Fisher & Company Financial Services, Inc. February 2012 - December 2014
Berthel Fisher & Company Financial Services, Inc. May 2004 - February 2012
Berthel Fisher & Company Financial Services, Inc. February 2001 - May 2004
Cambridge Investment Research January 1999 - February 2001
Skills
Mutual Funds, Series 7, FINRA, Alternative Investments, Financial Services, Relationship Management, Options, Bonds, Financial Advisory, Stocks, IPO, Commodity Pools, REIT, Oil & Gas Exploration, Hedge Funds, Portfolio Management, Series 63
Education
Buena Vista University 1993 — 1995
BA, Finance & Banking
Indian Hills Community College 1992 — 1993
Associate of Arts (AA)
Ellsworth Community College 1990 — 1992
Associate of Arts and Sciences (AAS), Retail Management
Fairfield High School 1988 — 1990
Berthel Fisher & Company Financial Services, Inc. February 2012 - December 2014
Berthel Fisher & Company Financial Services, Inc. May 2004 - February 2012
Berthel Fisher & Company Financial Services, Inc. February 2001 - May 2004
Cambridge Investment Research January 1999 - February 2001
Skills
Mutual Funds, Series 7, FINRA, Alternative Investments, Financial Services, Relationship Management, Options, Bonds, Financial Advisory, Stocks, IPO, Commodity Pools, REIT, Oil & Gas Exploration, Hedge Funds, Portfolio Management, Series 63
Education
Buena Vista University 1993 — 1995
BA, Finance & Banking
Indian Hills Community College 1992 — 1993
Associate of Arts (AA)
Ellsworth Community College 1990 — 1992
Associate of Arts and Sciences (AAS), Retail Management
Fairfield High School 1988 — 1990
Lana Inderski's Cambridge Investment Research Experience January 2001 - May 2014
Job IHCC Student in HIT program
Industry Hospital & Health Care
Experience
HCHC (Practicum) July 2015 - August 2015
JCHC (Practicum) December 2014 - January 2015
Cambridge Investment Research January 2001 - May 2014
Performance Pipe October 1989 - January 2001
Skills
Educated individual...
Education
Indian Hills Community College 2014 — 2016
Associate's Degree, Health Information/Medical Records Technology/Technician, 3.884
Kaplan University (online) 2004 — 2006
Certificate in Financial Planning, CFP classes
St Ambrose University
Truman State University 1984 — 1988
BS, Business Administration
HCHC (Practicum) July 2015 - August 2015
JCHC (Practicum) December 2014 - January 2015
Cambridge Investment Research January 2001 - May 2014
Performance Pipe October 1989 - January 2001
Skills
Educated individual...
Education
Indian Hills Community College 2014 — 2016
Associate's Degree, Health Information/Medical Records Technology/Technician, 3.884
Kaplan University (online) 2004 — 2006
Certificate in Financial Planning, CFP classes
St Ambrose University
Truman State University 1984 — 1988
BS, Business Administration
Bruce Bos's Cambridge Investment Research Experience June 2013 - Present
Job Consultant Financial Services
Industry Financial Services
Experience
Cambridge Investment Research June 2013 - Present
Waddell & Reed December 2006 - June 2013
Lighthouse Insurance Group September 2001 - April 2006
Metropolitan Title Company October 1988 - August 2001
Skills
Insurance, Strategic Planning, Small Business, Sales, Leadership, Customer Service, Team Building, Project Management, Account Management, Marketing, Sales Management, Real Estate, Event Planning, Financial Planning, Strategic Financial..., Microsoft Office, Public Speaking, Property & Casualty..., New Business Development, Social Media Marketing, Outlook, Microsoft Excel, Marketing Strategy, Process Improvement, Management, Investments, Finance, Retirement Planning, Financial Services, Wealth Management
Education
Hope College 1975 — 1979
B.A., Communications
North Muskegon H.S. 1971 — 1975
High School Diploma
Cambridge Investment Research June 2013 - Present
Waddell & Reed December 2006 - June 2013
Lighthouse Insurance Group September 2001 - April 2006
Metropolitan Title Company October 1988 - August 2001
Skills
Insurance, Strategic Planning, Small Business, Sales, Leadership, Customer Service, Team Building, Project Management, Account Management, Marketing, Sales Management, Real Estate, Event Planning, Financial Planning, Strategic Financial..., Microsoft Office, Public Speaking, Property & Casualty..., New Business Development, Social Media Marketing, Outlook, Microsoft Excel, Marketing Strategy, Process Improvement, Management, Investments, Finance, Retirement Planning, Financial Services, Wealth Management
Education
Hope College 1975 — 1979
B.A., Communications
North Muskegon H.S. 1971 — 1975
High School Diploma
Amanda (Amanda Carr) Reineke's Cambridge Investment Research Experience November 2012 - Present
Job Assistant Vice President, Commissions & Managed Accounts at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research November 2012 - Present
Cambridge Investment Research September 2000 - November 2012
Skills
Series 7, Strategic Financial..., 401k, Securities, Investments, Accounting, Mutual Funds
Education
Indian Hills Community College
Cambridge Investment Research November 2012 - Present
Cambridge Investment Research September 2000 - November 2012
Skills
Series 7, Strategic Financial..., 401k, Securities, Investments, Accounting, Mutual Funds
Education
Indian Hills Community College
Jen Coffman's Cambridge Investment Research Experience Warehouse Distribution Team SupervisorBooks Are Fun1997 - 2008
Job Brokerage Transition Specialist at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research Warehouse Distribution Team SupervisorBooks Are Fun1997 - 2008
Education
Buena Vista University 2009 — 2010
Bacholor, Accounting
Indian Hills Community College 2006 — 2008
AA
Cambridge Investment Research Warehouse Distribution Team SupervisorBooks Are Fun1997 - 2008
Education
Buena Vista University 2009 — 2010
Bacholor, Accounting
Indian Hills Community College 2006 — 2008
AA
Shelley Barboza's Cambridge Investment Research Experience 1997 - 2001
Job Investigations/Collection Manager/QC at WFCU
Industry Banking
Experience
BFD investigative Services 2010 - Present
WFCU December 2005 - Present
Fostergrant/Magnivision 2004 - 2005
Home loan & investment Bank 1996 - 2002
Home loan & investment Bank 1996 - 2002
Cambridge Investment Research 1997 - 2001
Education
Community College of Rhode Island 2001 — 2003
Business Administration/Debate
University of Rhode Island - College of Business Administration 1996 — 2001
Business Administration/Laws and Regulations
BFD investigative Services 2010 - Present
WFCU December 2005 - Present
Fostergrant/Magnivision 2004 - 2005
Home loan & investment Bank 1996 - 2002
Home loan & investment Bank 1996 - 2002
Cambridge Investment Research 1997 - 2001
Education
Community College of Rhode Island 2001 — 2003
Business Administration/Debate
University of Rhode Island - College of Business Administration 1996 — 2001
Business Administration/Laws and Regulations
Blake McCrary, MBA's Cambridge Investment Research Experience April 2003 - August 2013
Job Director of New Business Development East Coast at Cetera Advisors, LLC
Industry Financial Services
Experience
Cetera Advisors LLC August 2013 - Present
Cambridge Investment Research April 2003 - August 2013
Skills
Financial Services, Due Diligence, Financial Advisory, Investments, Retirement Planning, Wealth Management, Strategic Financial..., Alternative Investments, 401k, Asset Management, Portfolio Management, Series 7
Education
University of Alabama at Birmingham 1998 — 2000
MBA
Georgia State University 1989 — 1993
BS, Economics
Cetera Advisors LLC August 2013 - Present
Cambridge Investment Research April 2003 - August 2013
Skills
Financial Services, Due Diligence, Financial Advisory, Investments, Retirement Planning, Wealth Management, Strategic Financial..., Alternative Investments, 401k, Asset Management, Portfolio Management, Series 7
Education
University of Alabama at Birmingham 1998 — 2000
MBA
Georgia State University 1989 — 1993
BS, Economics
Peggy Staton's Cambridge Investment Research Experience March 2009 - January 2013
Job Insurance Agent at NOEL Insurance
Industry Insurance
Experience
NOEL Insurance September 2013 - Present
Cambridge Investment Research March 2009 - January 2013
Messerli Insurance Services August 1999 - January 2007
Skills
Series 7, Insurance, Investment Advisory, Retirement Planning, Financial Services, Retirement, 401k, Mutual Funds, Financial Planning
Education
Ashford University 2007 — 2009
Masters, Education
Buena Vista University 1988 — 1990
Bachelor of Arts, History
John Brown University 1985 — 1987
History
NOEL Insurance September 2013 - Present
Cambridge Investment Research March 2009 - January 2013
Messerli Insurance Services August 1999 - January 2007
Skills
Series 7, Insurance, Investment Advisory, Retirement Planning, Financial Services, Retirement, 401k, Mutual Funds, Financial Planning
Education
Ashford University 2007 — 2009
Masters, Education
Buena Vista University 1988 — 1990
Bachelor of Arts, History
John Brown University 1985 — 1987
History
Tamara Somo's Cambridge Investment Research Experience January 2006 - December 2009
Job Internet Applications/Virtual communcations freelance writer at Self Employed
Industry Internet
Experience
Self Employed May 2010 - December 2010
Cambridge Investment Research January 2006 - December 2009
AIG VALIC November 1991 - December 2005
Education
Bowling Green State University 1978 — 1982
Bachelor of Science, English/Sociology Dept. of Education
Self Employed May 2010 - December 2010
Cambridge Investment Research January 2006 - December 2009
AIG VALIC November 1991 - December 2005
Education
Bowling Green State University 1978 — 1982
Bachelor of Science, English/Sociology Dept. of Education
Parker Manning's Cambridge Investment Research Experience 2007 - 2013
Job President/Financial Advisor at Manning Financial Services
Industry Investment Management
Experience
Manning Financial Services April 2007 - Present
Cambridge Investment Research 2007 - 2013
Cambridge Investment Research 2007 - 2012
First Financial Bank NA November 1999 - March 2007
Skills
Financial Services, Financial Advisory, Finance, Investments, FINRA, Strategic Planning, Financial Planning, Retirement, Series 7, Customer Service, Mutual Funds, Securities, Wealth Management, Portfolio Management, Strategic Financial..., Asset Allocation, Budgets, Estate Planning, Series 63, Series 24
Education
Indiana State University - School of Business 1989 — 1993
BS, Finance and Economics
Indiana Wesleyan University 1999 — 2001
Master of Business Administration (MBA), Business
Terre Haute South Vigo 1986 — 1989
Manning Financial Services April 2007 - Present
Cambridge Investment Research 2007 - 2013
Cambridge Investment Research 2007 - 2012
First Financial Bank NA November 1999 - March 2007
Skills
Financial Services, Financial Advisory, Finance, Investments, FINRA, Strategic Planning, Financial Planning, Retirement, Series 7, Customer Service, Mutual Funds, Securities, Wealth Management, Portfolio Management, Strategic Financial..., Asset Allocation, Budgets, Estate Planning, Series 63, Series 24
Education
Indiana State University - School of Business 1989 — 1993
BS, Finance and Economics
Indiana Wesleyan University 1999 — 2001
Master of Business Administration (MBA), Business
Terre Haute South Vigo 1986 — 1989
Richard Busher's Cambridge Investment Research Experience April 2014 - Present
Job Financial Sales
Industry Financial Services
Experience
Cambridge Investment Research April 2014 - Present
Rydex Investments November 2003 - May 2008
Education
Georgetown University - The McDonough School of Business 1976 — 1980
BSBA Finance
Adam Mickiewicz University, Poznan, Poland
Eastern European Business
Cambridge Investment Research April 2014 - Present
Rydex Investments November 2003 - May 2008
Education
Georgetown University - The McDonough School of Business 1976 — 1980
BSBA Finance
Adam Mickiewicz University, Poznan, Poland
Eastern European Business
Bryon Stever's Cambridge Investment Research Experience District ManagerWaste Management, Inc.April 2001 - March 2010
Job Marketing/Practice Management at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research District ManagerWaste Management, Inc.April 2001 - March 2010
Education
Indian Hills Community College 1996 — 1997
Business
Cambridge Investment Research District ManagerWaste Management, Inc.April 2001 - March 2010
Education
Indian Hills Community College 1996 — 1997
Business
Margaret Dwyer's Cambridge Investment Research Experience April 1999 - Present
Job AVP, Business Development Support at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research April 1999 - Present
Education
Boston College 1973 — 1973
M. Ed., Peripatology
Penn State University 1968 — 1972
B.A., Speech/Communication
Cambridge Investment Research April 1999 - Present
Education
Boston College 1973 — 1973
M. Ed., Peripatology
Penn State University 1968 — 1972
B.A., Speech/Communication
Heath Granneman's Cambridge Investment Research Experience July 2012 - Present
Job Registered Principal at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research July 2012 - Present
Education
Central College 2008 — 2012
Bachelor of Arts (B.A.), Accounting
Cambridge Investment Research July 2012 - Present
Education
Central College 2008 — 2012
Bachelor of Arts (B.A.), Accounting
Tammy Somo's Cambridge Investment Research Experience January 2006 - December 2009
Job Legal Services Professional
Industry Legal Services
Experience
Aida J Rico Attorney at Law 2011 - 2012
Cambridge Investment Research January 2006 - December 2009
AIG VALIC November 1991 - December 2005
AIG VALIC August 1982 - November 1991
Skills
Communication, Time Management, Detail Oriented, Analytical, Outgoing, Articulate, Friendly, Microsoft Office
Education
Bowling Green State University 1978 — 1982
Bachelor of Science (B.S.), English/Language Arts Teacher Education
Aida J Rico Attorney at Law 2011 - 2012
Cambridge Investment Research January 2006 - December 2009
AIG VALIC November 1991 - December 2005
AIG VALIC August 1982 - November 1991
Skills
Communication, Time Management, Detail Oriented, Analytical, Outgoing, Articulate, Friendly, Microsoft Office
Education
Bowling Green State University 1978 — 1982
Bachelor of Science (B.S.), English/Language Arts Teacher Education
Johnathon Davis's Cambridge Investment Research Experience June 2011 - February 2013
Job Associate Manager Contact Center Reporting at TDS Metrocom
Industry Telecommunications
Experience
TDS Metrocom February 2013 - Present
Cambridge Investment Research June 2011 - February 2013
Cambridge Investment Research June 2009 - June 2011
Skills
C#, Troubleshooting, Quality Assurance, Access, Technical Support, Microsoft Excel, Testing, Test Automation, Process Automation, MySQL, Oracle Database, Microsoft SQL Server, Windows Server, Data Analysis, Agile Methodologies, Agile Testing, Crystal Reports, Business Objects, Unit Testing, .NET
Education
Indian Hills Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Computer Programming
TDS Metrocom February 2013 - Present
Cambridge Investment Research June 2011 - February 2013
Cambridge Investment Research June 2009 - June 2011
Skills
C#, Troubleshooting, Quality Assurance, Access, Technical Support, Microsoft Excel, Testing, Test Automation, Process Automation, MySQL, Oracle Database, Microsoft SQL Server, Windows Server, Data Analysis, Agile Methodologies, Agile Testing, Crystal Reports, Business Objects, Unit Testing, .NET
Education
Indian Hills Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Computer Programming
Shannon Bagley's Cambridge Investment Research Experience July 2014 - November 2014
Job Field Computer Technician
Industry Information Technology and Services
Experience
Professional Computer Solutions December 2014 - Present
Cambridge Investment Research July 2014 - November 2014
U.S. Cellular July 2004 - June 2014
Skills
Cellular Communications, Wireless, Wireless Broadband, EVDO, Computer Network..., 4G, Telecommunications, Wireless Networking, Troubleshooting, Customer Retention, CDMA, RF, Mobile Technology, WiFi, Blackberry, Mobile Devices, Routers, Customer Experience, Computer Hardware, SQL Server Management..., Computer Hardware...
Education
Indian Hills Community College 2001 — 2004
Micro-Computer Specialist, Microcomputer Specialist
Professional Computer Solutions December 2014 - Present
Cambridge Investment Research July 2014 - November 2014
U.S. Cellular July 2004 - June 2014
Skills
Cellular Communications, Wireless, Wireless Broadband, EVDO, Computer Network..., 4G, Telecommunications, Wireless Networking, Troubleshooting, Customer Retention, CDMA, RF, Mobile Technology, WiFi, Blackberry, Mobile Devices, Routers, Customer Experience, Computer Hardware, SQL Server Management..., Computer Hardware...
Education
Indian Hills Community College 2001 — 2004
Micro-Computer Specialist, Microcomputer Specialist
Andrea Dandridge's Cambridge Investment Research Experience May 2013 - Present
Job Compliance Examiner at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research May 2013 - Present
E*TRADE Financial October 2009 - May 2013
Fidelity Investments January 2008 - October 2009
Skills
Financial Services, Retirement Planning, Wealth Management, Series 7, Securities, Equities, Mutual Funds, Series 63, Investments
Education
Georgia State University 2011 — 2012
Master of Professional Accountancy
Florida State University 2003 — 2008
Bachelor of Science (BS), Finance
Cambridge Investment Research May 2013 - Present
E*TRADE Financial October 2009 - May 2013
Fidelity Investments January 2008 - October 2009
Skills
Financial Services, Retirement Planning, Wealth Management, Series 7, Securities, Equities, Mutual Funds, Series 63, Investments
Education
Georgia State University 2011 — 2012
Master of Professional Accountancy
Florida State University 2003 — 2008
Bachelor of Science (BS), Finance
Stuart J. Bronson, AIF®'s Cambridge Investment Research Experience November 2013 - Present
Job Accredited Investment Fiduciary, Independent Investment Advisor, Retirment Planning
Industry Investment Management
Experience
Axiom Advisors, Bedford New Hampshire January 2014 - Present
Axiom Advisors, Bedford New Hampshire January 2014 - Present
Cambridge Investment Research November 2013 - Present
MML Investors Services 1996 - 2013
RAI / Katahdin Analytical 1991 - 1995
Laucks Testing Laboratories 1986 - 1990
Skills
Investments, Wealth Management, Portfolio Management, Equities, Asset Allocation, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management, Fixed Income, Alternative Investments, Retirement Planning, Investment Management, Strategic Financial..., Hedge Funds, Securities, Bonds, Derivatives, Capital Markets, Financial Markets
Education
University of Arizona 1982 — 1985
Bachelor's Degree, Ecology and Evolutionary Biology
California State Polytechnic University-Pomona 1981 — 1982
University of Washington
Bitburg High School, Bitburg Germany 1980 — 1981
High School
SHAPE American High School, Mons, Belgium 1978 — 1979
Axiom Advisors, Bedford New Hampshire January 2014 - Present
Axiom Advisors, Bedford New Hampshire January 2014 - Present
Cambridge Investment Research November 2013 - Present
MML Investors Services 1996 - 2013
RAI / Katahdin Analytical 1991 - 1995
Laucks Testing Laboratories 1986 - 1990
Skills
Investments, Wealth Management, Portfolio Management, Equities, Asset Allocation, Investment Strategies, Mutual Funds, Investment Advisory, Asset Management, Fixed Income, Alternative Investments, Retirement Planning, Investment Management, Strategic Financial..., Hedge Funds, Securities, Bonds, Derivatives, Capital Markets, Financial Markets
Education
University of Arizona 1982 — 1985
Bachelor's Degree, Ecology and Evolutionary Biology
California State Polytechnic University-Pomona 1981 — 1982
University of Washington
Bitburg High School, Bitburg Germany 1980 — 1981
High School
SHAPE American High School, Mons, Belgium 1978 — 1979
John DeBoer's Cambridge Investment Research Experience March 2011 - Present
Job Independent Financial Advisor at Cambridge Investment Research, Inc.
Industry Investment Management
Experience
Cambridge Investment Research March 2011 - Present
FBT Investments June 2010 - March 2011
Ameriprise Financial Services, Inc. September 2009 - June 2010
UBS January 2007 - September 2009
Essix General Agency July 1996 - October 2006
Skills
Financial Planning, Retirement Planning, Retirement, Wealth Management, Investment Strategies, Portfolio Management, Mutual Funds, Risk Management, Securities, Insurance
Education
Fullerton College
Cambridge Investment Research March 2011 - Present
FBT Investments June 2010 - March 2011
Ameriprise Financial Services, Inc. September 2009 - June 2010
UBS January 2007 - September 2009
Essix General Agency July 1996 - October 2006
Skills
Financial Planning, Retirement Planning, Retirement, Wealth Management, Investment Strategies, Portfolio Management, Mutual Funds, Risk Management, Securities, Insurance
Education
Fullerton College
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY