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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365 Cambridge Investment Research employees in database. Find out everything there's to know about Cambridge Investment Research employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Cambridge Investment Research Employees
Employee
Years
Job
Industry
Jodi Bonnett Jodi Bonnett's Cambridge Investment Research Experience November 2008 - Present
Job Senior BA/QA at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research November 2008 - Present
D.A. Drish Drainage 2008 - 2008
Telegroup 1996 - 2006
Skills
Auditing, SDLC, Agile Methodologies, Testing, Team Building, Financial Services, Requirements Analysis, Software Quality..., SQL, Business Analysis, Regression Testing, Software Testing Life..., Automated Software..., Agile Testing, Microsoft Excel, Test Cases, Manual Testing, Scrum, User Acceptance Testing, Software Documentation, Visio, LoadRunner, Microsoft SQL Server, Software Project..., XML, Quality Assurance, Data Analysis, Project Management
Education
Iowa Wesleyan College
Teaching Certification in 7-12 Mathematics
Texas A&M University-Corpus Christi
Masters in Mathematics
Upper Iowa University 1992 — 1996
B.S., Mathematics
Cambridge Investment Research November 2008 - Present
D.A. Drish Drainage 2008 - 2008
Telegroup 1996 - 2006
Skills
Auditing, SDLC, Agile Methodologies, Testing, Team Building, Financial Services, Requirements Analysis, Software Quality..., SQL, Business Analysis, Regression Testing, Software Testing Life..., Automated Software..., Agile Testing, Microsoft Excel, Test Cases, Manual Testing, Scrum, User Acceptance Testing, Software Documentation, Visio, LoadRunner, Microsoft SQL Server, Software Project..., XML, Quality Assurance, Data Analysis, Project Management
Education
Iowa Wesleyan College
Teaching Certification in 7-12 Mathematics
Texas A&M University-Corpus Christi
Masters in Mathematics
Upper Iowa University 1992 — 1996
B.S., Mathematics
Erin Franklin Erin Franklin's Cambridge Investment Research Experience August 2014 - Present
Job Student at Iowa State University
Industry Human Resources
Experience
Cambridge Investment Research August 2014 - Present
Iowa State University August 2012 - Present
Cambridge Investment Research May 2014 - August 2014
Iowa State University September 2012 - August 2013
Iowa State University January 2012 - January 2013
Tri County Grain Corporation June 2007 - December 2011
Hy Vee February 2011 - October 2011
Skills
Public Speaking, Public Relations, Leadership, Training, InDesign, Recruiting, Communication Skills, Agriculture, Enthusiast, Problem Solving, Independent Thinking, Self Management, Flexibility, PowerPoint, Social Networking, Microsoft Word, Event Planning, Communication
Education
Iowa State University - College of Business 2011 — 2015
Bachelor of Science (BS), Management and Marketing, Senior
Cardinal Jr/Sr High 2007 — 2011
Cambridge Investment Research August 2014 - Present
Iowa State University August 2012 - Present
Cambridge Investment Research May 2014 - August 2014
Iowa State University September 2012 - August 2013
Iowa State University January 2012 - January 2013
Tri County Grain Corporation June 2007 - December 2011
Hy Vee February 2011 - October 2011
Skills
Public Speaking, Public Relations, Leadership, Training, InDesign, Recruiting, Communication Skills, Agriculture, Enthusiast, Problem Solving, Independent Thinking, Self Management, Flexibility, PowerPoint, Social Networking, Microsoft Word, Event Planning, Communication
Education
Iowa State University - College of Business 2011 — 2015
Bachelor of Science (BS), Management and Marketing, Senior
Cardinal Jr/Sr High 2007 — 2011
Britney Steele Britney Steele's Cambridge Investment Research Experience May 2013 - September 2013
Job President of PreLaw Society, Simpson College
Industry Legal Services
Experience
College Pro June 2014 - Present
Simpson College December 2013 - Present
Simpson College January 2014 - Present
Mokosak Advisory Group, LLC. March 2014 - Present
College Pro May 2014 - Present
Simpson College Debate Team August 2012 - Present
Scheels September 2012 - May 2014
Cambridge Investment Research May 2013 - September 2013
Simpson College August 2012 - August 2013
Simpson College August 2012 - August 2013
Skills
PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Social Networking, Critical Thinking, Photoshop, Teamwork, Fundraising, Sports, Customer Service, Research, Sales
Education
Simpson College 2011 — 2015
Bachelor's Degree, Business Administration & Political Science
Southeast Polk High School
High School Diploma
College Pro June 2014 - Present
Simpson College December 2013 - Present
Simpson College January 2014 - Present
Mokosak Advisory Group, LLC. March 2014 - Present
College Pro May 2014 - Present
Simpson College Debate Team August 2012 - Present
Scheels September 2012 - May 2014
Cambridge Investment Research May 2013 - September 2013
Simpson College August 2012 - August 2013
Simpson College August 2012 - August 2013
Skills
PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Social Networking, Critical Thinking, Photoshop, Teamwork, Fundraising, Sports, Customer Service, Research, Sales
Education
Simpson College 2011 — 2015
Bachelor's Degree, Business Administration & Political Science
Southeast Polk High School
High School Diploma
Rhonda Heineman, CFP(r) Rhonda Heineman, CFP(r)'s Cambridge Investment Research Experience April 2012 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Heineman Financial Strategies April 2012 - Present
Cambridge Investment Research April 2012 - Present
LPL Financial July 2003 - April 2012
Centris Federal Credit Union January 1996 - July 2003
Skills
Strategic Financial..., Retirement Planning, Investments, Investment Advisory, Finance, Financial Services, Mutual Funds, Leadership, Estate Planning, Financial Advisory, Wealth Accumulation, Series 7, Management, Financial Planners, Asset Allocation, 401k Rollovers, Long-term Care, Personal Financial..., Fixed Annuities, Series 63, Wealth Management, Cash Flow, Investment Management, Program Management, Wealth Management..., FINRA
Education
University of Nebraska at Omaha 1983 — 1987
Bachelor of Science (B.S.), Banking and Business Finance
Metropolitan Community College 2004 — 2005
Certificate of Achievement in Personal Financial Planning, Education requirements for CFP Certification
Heineman Financial Strategies April 2012 - Present
Cambridge Investment Research April 2012 - Present
LPL Financial July 2003 - April 2012
Centris Federal Credit Union January 1996 - July 2003
Skills
Strategic Financial..., Retirement Planning, Investments, Investment Advisory, Finance, Financial Services, Mutual Funds, Leadership, Estate Planning, Financial Advisory, Wealth Accumulation, Series 7, Management, Financial Planners, Asset Allocation, 401k Rollovers, Long-term Care, Personal Financial..., Fixed Annuities, Series 63, Wealth Management, Cash Flow, Investment Management, Program Management, Wealth Management..., FINRA
Education
University of Nebraska at Omaha 1983 — 1987
Bachelor of Science (B.S.), Banking and Business Finance
Metropolitan Community College 2004 — 2005
Certificate of Achievement in Personal Financial Planning, Education requirements for CFP Certification
Sky Nite Sky Nite's Cambridge Investment Research Experience June 2010 - July 2010
Job CEO at New Dimension Entertainment
Industry Computer Software
Experience
New Dimension Entertainment October 2014 - Present
Self-Employed Author June 2014 - November 2014
College Works Painting February 2013 - September 2013
Dance Teacher August 2008 - August 2013
Camford Royal School July 2012 - August 2012
Grantoo January 2012 - May 2012
Cambridge Investment Research June 2010 - July 2010
Skills
Entrepreneurship, Marketing, Graphic Design, Team Management, Project Management, Sales, Teaching, Creative Writing, Writing, Virtual Reality, Philosophy
Education
University of California, Berkeley 2011 — 2014
New Dimension Entertainment October 2014 - Present
Self-Employed Author June 2014 - November 2014
College Works Painting February 2013 - September 2013
Dance Teacher August 2008 - August 2013
Camford Royal School July 2012 - August 2012
Grantoo January 2012 - May 2012
Cambridge Investment Research June 2010 - July 2010
Skills
Entrepreneurship, Marketing, Graphic Design, Team Management, Project Management, Sales, Teaching, Creative Writing, Writing, Virtual Reality, Philosophy
Education
University of California, Berkeley 2011 — 2014
Robert Polley's Cambridge Investment Research Experience May 2013 - Present
Job President Polley Financial Group, LLC When time money and direction matter™ we are here to help you!
Industry Financial Services
Experience
Polley Financial Group, LLC September 2007 - Present
Cambridge Investment Research May 2013 - Present
Mutual of Omaha December 1991 - May 2013
Skills
Financial Services, Disability Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Long-term Care, Retirement, Term Life Insurance, 401k, Insurance, Finance, IRAs, Securities, Financial Advisory
Education
Kansas State University 1983 — 1990
BS, Business Administration Finance
Luckey High School 1979 — 1983
Polley Financial Group, LLC September 2007 - Present
Cambridge Investment Research May 2013 - Present
Mutual of Omaha December 1991 - May 2013
Skills
Financial Services, Disability Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Long-term Care, Retirement, Term Life Insurance, 401k, Insurance, Finance, IRAs, Securities, Financial Advisory
Education
Kansas State University 1983 — 1990
BS, Business Administration Finance
Luckey High School 1979 — 1983
Ruby N. Ferguson-Hendricks, MBA, LUTCF's Cambridge Investment Research Experience November 2010 - Present
Job Registered Representative/Investment Advisor at Ferguson, Hendricks & Associates, Inc.
Industry Financial Services
Experience
Ferguson, Hendricks & Associates, Inc 1993 - Present
Cambridge Investment Research Advisors, Inc. November 2010 - Present
Cambridge Investment Research November 2010 - Present
Nationwide Securities, Inc./1717 Capital Management Company June 2005 - October 2010
Belhaven University January 1997 - March 2002
John Hancock Financial Services 1991 - 1993
Jackson State University 1987 - 1990
Skills
Individual/Group..., Investments, Wealth Management, Retirement Planning, Retirement Benefits, Group Disability/Other...
Education
University of Mississippi
Accredited Hrs. Ph.D., Leadership Development
Millsaps College 1986 — 1988
Master of Business Administration (MBA), Business Management/Marketing
Jackson State University 1972 — 1976
Bachelor of Science (B.S.), Business Education
Life Underwriters Training Council, 2003
LUTCF Graduate Designation
Harvard University, 1988
Non-Degree, Management for Life Long Learning Institute
Ferguson, Hendricks & Associates, Inc 1993 - Present
Cambridge Investment Research Advisors, Inc. November 2010 - Present
Cambridge Investment Research November 2010 - Present
Nationwide Securities, Inc./1717 Capital Management Company June 2005 - October 2010
Belhaven University January 1997 - March 2002
John Hancock Financial Services 1991 - 1993
Jackson State University 1987 - 1990
Skills
Individual/Group..., Investments, Wealth Management, Retirement Planning, Retirement Benefits, Group Disability/Other...
Education
University of Mississippi
Accredited Hrs. Ph.D., Leadership Development
Millsaps College 1986 — 1988
Master of Business Administration (MBA), Business Management/Marketing
Jackson State University 1972 — 1976
Bachelor of Science (B.S.), Business Education
Life Underwriters Training Council, 2003
LUTCF Graduate Designation
Harvard University, 1988
Non-Degree, Management for Life Long Learning Institute
Larry Qvistgaard Larry Qvistgaard's Cambridge Investment Research Experience May 2013 - Present
Job Managing Director at Atlantic Financial Group
Industry Financial Services
Experience
Atlantic Financial Group May 2013 - Present
Cambridge Investment Research May 2013 - Present
Medallion Financial Distributors January 2009 - Present
SMC Advisory Network, LLC December 2012 - July 2013
Multi Financial Securities Corp July 2007 - December 2012
Legacy Financial Services April 1994 - July 2007
Regan Holding Corp. January 1990 - January 1994
Skills
Business Development, Branch Management, Recruiting, Financial Planning, Financial Advisory, Retirement Income..., Asset Allocation, Investments, Insurance, 401k, 401k Rollovers, IRAs, Retirement Planning, Wealth Management, Fixed Annuities, Mutual Funds
Education
University of California, Berkeley 1983 — 1985
BA, Legal Studies
Pacific Lutheran University 1981 — 1983
Legal Studies, General
San Rafael High School 1977 — 1981
High School
Atlantic Financial Group May 2013 - Present
Cambridge Investment Research May 2013 - Present
Medallion Financial Distributors January 2009 - Present
SMC Advisory Network, LLC December 2012 - July 2013
Multi Financial Securities Corp July 2007 - December 2012
Legacy Financial Services April 1994 - July 2007
Regan Holding Corp. January 1990 - January 1994
Skills
Business Development, Branch Management, Recruiting, Financial Planning, Financial Advisory, Retirement Income..., Asset Allocation, Investments, Insurance, 401k, 401k Rollovers, IRAs, Retirement Planning, Wealth Management, Fixed Annuities, Mutual Funds
Education
University of California, Berkeley 1983 — 1985
BA, Legal Studies
Pacific Lutheran University 1981 — 1983
Legal Studies, General
San Rafael High School 1977 — 1981
High School
Heather Holbert Heather Holbert's Cambridge Investment Research Experience November 2011 - Present
Job Corporate Trainer at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. November 2014 - Present
Cambridge Investment Research November 2011 - Present
Cambridge Investment Research January 2011 - October 2011
AT&T June 2001 - January 2011
Skills
Kolbe Certified..., Customer Service, Customer Experience, Sales, Account Management, Management, Employee Training, Training, Marketing, Coaching, Asset Management, Public Speaking, Microsoft Office, Strategic Planning
Education
Pensacola Christian College 1998 — 2000
Masters of Art, Commercial Art
Pensacola Christian College 1993 — 1997
Bachelor of Arts, Graphic Design
Cambridge Investment Research, Inc. November 2014 - Present
Cambridge Investment Research November 2011 - Present
Cambridge Investment Research January 2011 - October 2011
AT&T June 2001 - January 2011
Skills
Kolbe Certified..., Customer Service, Customer Experience, Sales, Account Management, Management, Employee Training, Training, Marketing, Coaching, Asset Management, Public Speaking, Microsoft Office, Strategic Planning
Education
Pensacola Christian College 1998 — 2000
Masters of Art, Commercial Art
Pensacola Christian College 1993 — 1997
Bachelor of Arts, Graphic Design
Laurel Kennedy Laurel Kennedy's Cambridge Investment Research Experience July 2013 - Present
Job Account Executive Advisor Relations at Cambridge Investment Research
Industry Marketing and Advertising
Experience
Cambridge Investment Research July 2013 - Present
Maharishi University of Management January 2013 - March 2013
The Raj Ayurveda Health Spa November 2011 - January 2013
Camford Royal School July 2011 - August 2011
Maharishi University of Management January 2011 - March 2011
Hawthorne Direct January 2010 - September 2010
Hawthorne Direct September 2007 - January 2010
Maharishi University of Management February 2005 - September 2007
Education
Maharishi University of Management 2002 — 2007
BFA, BA, Visual Arts/Ceramic Sculpture, Management
Cambridge Investment Research July 2013 - Present
Maharishi University of Management January 2013 - March 2013
The Raj Ayurveda Health Spa November 2011 - January 2013
Camford Royal School July 2011 - August 2011
Maharishi University of Management January 2011 - March 2011
Hawthorne Direct January 2010 - September 2010
Hawthorne Direct September 2007 - January 2010
Maharishi University of Management February 2005 - September 2007
Education
Maharishi University of Management 2002 — 2007
BFA, BA, Visual Arts/Ceramic Sculpture, Management
Vince Capparell's Cambridge Investment Research Experience May 2013 - August 2013
Job Program Manager Intern at Microsoft
Industry Computer Software
Experience
Microsoft May 2014 - August 2014
University of Georgia August 2013 - December 2013
Cambridge Investment Research May 2013 - August 2013
Lore (formerly Coursekit) October 2011 - May 2012
Skills
Java, C++, C#, ASP.NET MVC, Agile Application...
Education
The University of Georgia 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Holy Innocent's Episcopal School 1996 — 2010
Microsoft May 2014 - August 2014
University of Georgia August 2013 - December 2013
Cambridge Investment Research May 2013 - August 2013
Lore (formerly Coursekit) October 2011 - May 2012
Skills
Java, C++, C#, ASP.NET MVC, Agile Application...
Education
The University of Georgia 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Holy Innocent's Episcopal School 1996 — 2010
Marc Bradshaw Marc Bradshaw's Cambridge Investment Research Experience June 2012 - October 2013
Job Professional Services Manager at Workiva
Industry Financial Services
Experience
Workiva October 2013 - Present
Cambridge Investment Research June 2012 - October 2013
Kingland Systems October 2010 - May 2012
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Accounts Payable, Series 7, XBRL, Financial Statements
Education
Iowa State University 2007 — 2012
Bachelor of Science (BS), Accounting and Business/Management
Workiva October 2013 - Present
Cambridge Investment Research June 2012 - October 2013
Kingland Systems October 2010 - May 2012
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Accounts Payable, Series 7, XBRL, Financial Statements
Education
Iowa State University 2007 — 2012
Bachelor of Science (BS), Accounting and Business/Management
Lori Rogers, CFP® Lori Rogers, CFP®'s Cambridge Investment Research Experience June 2011 - Present
Job Financial Advisor at Rogers Financial Group, LLC
Industry Financial Services
Experience
Rogers Financial Group, LLC February 2002 - Present
Cambridge Investment Research June 2011 - Present
Ascent Financial April 1994 - February 2002
Copeland Companies April 1989 - April 1994
Skills
Retirement Planning, Investment Strategies, Financial Goals, Financial Management..., Easily understandable...
Education
Roberts Wesleyan College 1991 — 1992
Bachelor of Science (BS), Management
College of Financial Planning 1981 — 1985
Certificate, Certified Financial Planner
Rogers Financial Group, LLC February 2002 - Present
Cambridge Investment Research June 2011 - Present
Ascent Financial April 1994 - February 2002
Copeland Companies April 1989 - April 1994
Skills
Retirement Planning, Investment Strategies, Financial Goals, Financial Management..., Easily understandable...
Education
Roberts Wesleyan College 1991 — 1992
Bachelor of Science (BS), Management
College of Financial Planning 1981 — 1985
Certificate, Certified Financial Planner
Christopher Marsico's Cambridge Investment Research Experience February 2013 - Present
Job Financial Advisor at Marsico Wealth Management, LLC
Industry Financial Services
Experience
Cambridge Investment Research February 2013 - Present
Marsico Wealth Management, LLC February 2007 - Present
Wall Street Financial Group February 2007 - February 2013
US Army August 2000 - December 2004
Skills
Retirement Planning, Series 7, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Asset Allocation, Securities, Investment Advisory, Retirement, Series 63, Portfolio Management, Investment Strategies, Equities, Financial Advisory, Asset Management, Fixed Annuities, Estate Planning, Uniform Combined State..., FINRA
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2008
Master of Business Administration (MBA), Finance, General
Indiana University Bloomington 1996 — 2000
Bachelor of Science (BS), Economics
Shady Side Academy
Cambridge Investment Research February 2013 - Present
Marsico Wealth Management, LLC February 2007 - Present
Wall Street Financial Group February 2007 - February 2013
US Army August 2000 - December 2004
Skills
Retirement Planning, Series 7, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Asset Allocation, Securities, Investment Advisory, Retirement, Series 63, Portfolio Management, Investment Strategies, Equities, Financial Advisory, Asset Management, Fixed Annuities, Estate Planning, Uniform Combined State..., FINRA
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2008
Master of Business Administration (MBA), Finance, General
Indiana University Bloomington 1996 — 2000
Bachelor of Science (BS), Economics
Shady Side Academy
Jeff Hochwalt, CLU, ChFC Jeff Hochwalt, CLU, ChFC's Cambridge Investment Research Experience August 2009 - Present
Job Bank On Yourself
Industry Financial Services
Experience
Bank On Yourself® January 2011 - Present
College Funding Solutions, Inc. Advisor September 2010 - Present
Cambridge Investment Research August 2009 - Present
Financial Resource Partners, LLC January 2000 - Present
MassMutual Financial Group June 1993 - Present
MassMutual Financial Group August 1992 - December 1999
Great-West Life June 1986 - August 1992
Ohio National Financial Services May 1981 - May 1986
Education
University of Dayton 1978 — 1981
Bachelor of Science (BS), Accounting
Carroll High School 1973 — 1977
High School, Honors/Regents High School/Secondary Diploma Program
Bank On Yourself® January 2011 - Present
College Funding Solutions, Inc. Advisor September 2010 - Present
Cambridge Investment Research August 2009 - Present
Financial Resource Partners, LLC January 2000 - Present
MassMutual Financial Group June 1993 - Present
MassMutual Financial Group August 1992 - December 1999
Great-West Life June 1986 - August 1992
Ohio National Financial Services May 1981 - May 1986
Education
University of Dayton 1978 — 1981
Bachelor of Science (BS), Accounting
Carroll High School 1973 — 1977
High School, Honors/Regents High School/Secondary Diploma Program
Lauren Kimball Lauren Kimball's Cambridge Investment Research Experience May 2014 - August 2014
Job Operations Intern at ConAgra Foods
Industry
Experience
ConAgra Foods May 2015 - August 2015
Cambridge Investment Research May 2014 - August 2014
Washington High School August 2011 - May 2013
Syngenta June 2009 - August 2012
Skills
MIS Certified in Excel,..., Quick Learner, Leadership, Teamwork, Customer Experience, Critical Thinking, Microsoft Office
Education
Iowa State University 2013 — 2017
Supply Chain Management & Management Information Systems, Junior
ConAgra Foods May 2015 - August 2015
Cambridge Investment Research May 2014 - August 2014
Washington High School August 2011 - May 2013
Syngenta June 2009 - August 2012
Skills
MIS Certified in Excel,..., Quick Learner, Leadership, Teamwork, Customer Experience, Critical Thinking, Microsoft Office
Education
Iowa State University 2013 — 2017
Supply Chain Management & Management Information Systems, Junior
Ashley Werthmann Ashley Werthmann's Cambridge Investment Research Experience October 2013 - September 2014
Job Public Relations Professional
Industry Public Relations and Communications
Experience
Cambridge Investment Research October 2013 - September 2014
Isle of Capri Casino May 2012 - August 2012
Humane Society of Scott County May 2011 - August 2011
Kirkwood Community College September 2010 - December 2010
Mary Kay Inc. November 2009 - November 2010
Granite City Food & Brewery June 2007 - February 2009
Skills
Public Relations, Event Planning, Time Management, Event Management, Fundraising, PowerPoint, Professional Writing, Highly detail oriented, Organized Multi-tasker, Outstanding..., Analytical Skills, Google Adwords, Google Analytics, InDesign, Social Media, Social Networking, Public Speaking, Marketing, Media Relations, Social Media Marketing, Blogging, Marketing Communications, Advertising, Editing, Microsoft Office, Press Releases, Customer Service, Microsoft Word, Research, Writing, Internal Communications, Teamwork, Communication, Community Outreach
Education
University of Northern Iowa 2011 — 2013
Bachelor's degree, Public Relations, Advertising, and Applied Communication, 3.42
Kirkwood Community College 2009 — 2011
Associate's degree, Public Relations, Advertising, and Applied Communication, 3.366
Assumption High School 2005 — 2009
Cambridge Investment Research October 2013 - September 2014
Isle of Capri Casino May 2012 - August 2012
Humane Society of Scott County May 2011 - August 2011
Kirkwood Community College September 2010 - December 2010
Mary Kay Inc. November 2009 - November 2010
Granite City Food & Brewery June 2007 - February 2009
Skills
Public Relations, Event Planning, Time Management, Event Management, Fundraising, PowerPoint, Professional Writing, Highly detail oriented, Organized Multi-tasker, Outstanding..., Analytical Skills, Google Adwords, Google Analytics, InDesign, Social Media, Social Networking, Public Speaking, Marketing, Media Relations, Social Media Marketing, Blogging, Marketing Communications, Advertising, Editing, Microsoft Office, Press Releases, Customer Service, Microsoft Word, Research, Writing, Internal Communications, Teamwork, Communication, Community Outreach
Education
University of Northern Iowa 2011 — 2013
Bachelor's degree, Public Relations, Advertising, and Applied Communication, 3.42
Kirkwood Community College 2009 — 2011
Associate's degree, Public Relations, Advertising, and Applied Communication, 3.366
Assumption High School 2005 — 2009
Tom Bode Tom Bode's Cambridge Investment Research Experience June 1999 - Present
Job CPA/PFS, CFP® An award winning financial advisor
Industry Financial Services
Experience
Bode Financial Group, Ltd 1997 - Present
Cambridge Investment Research June 1999 - Present
Cambridge Investment Research Advisors, Inc. January 1997 - Present
PwC 1985 - 1994
Evergreen Investment & Tax Advisors 1992 - 1993
Marquette University 1990 - 1992
Self-Employed 1990 - 1992
PwC 1988 - 1990
PwC 1985 - 1988
Skills
Investment Advisory..., Registered Investment..., Financial Accounting, Strategic Financial..., Financial Services, Portfolio Management, Financial Analysis, Wealth, Retirement Planning, Asset Management, Investment Management, Investment Strategies, Asset Allocation, Retirement, Retirement Plan..., Qualified Retirement..., Separately Managed..., Retirement Savings, IRAs, Roth IRA, Traditional IRA, Simple IRA, Mutual Funds, Alternative Investments, Variable Annuities, REIT, Managed Futures, 401k Rollovers, 401k, 529 Plans, Social Security, Saving for Education, Education Funding, Compensation & Benefit, Compensation Strategies, Executive Compensation..., Executive Pay, Accounting, CPA, Tax Advisory, Tax Preparation, Income Tax, Series 7, Series 24, Series 63, Insurance, Retirement Benefits, Life Insurance, Disability Insurance, Term Life Insurance
Education
Marquette University 1990 — 1992
Master of Business Administration (MBA), 3.7/4.0
Marquette University 1981 — 1985
Bachelor of Science (BS), Accounting, Magna Cum Laude 3.8/4.0
Bode Financial Group, Ltd 1997 - Present
Cambridge Investment Research June 1999 - Present
Cambridge Investment Research Advisors, Inc. January 1997 - Present
PwC 1985 - 1994
Evergreen Investment & Tax Advisors 1992 - 1993
Marquette University 1990 - 1992
Self-Employed 1990 - 1992
PwC 1988 - 1990
PwC 1985 - 1988
Skills
Investment Advisory..., Registered Investment..., Financial Accounting, Strategic Financial..., Financial Services, Portfolio Management, Financial Analysis, Wealth, Retirement Planning, Asset Management, Investment Management, Investment Strategies, Asset Allocation, Retirement, Retirement Plan..., Qualified Retirement..., Separately Managed..., Retirement Savings, IRAs, Roth IRA, Traditional IRA, Simple IRA, Mutual Funds, Alternative Investments, Variable Annuities, REIT, Managed Futures, 401k Rollovers, 401k, 529 Plans, Social Security, Saving for Education, Education Funding, Compensation & Benefit, Compensation Strategies, Executive Compensation..., Executive Pay, Accounting, CPA, Tax Advisory, Tax Preparation, Income Tax, Series 7, Series 24, Series 63, Insurance, Retirement Benefits, Life Insurance, Disability Insurance, Term Life Insurance
Education
Marquette University 1990 — 1992
Master of Business Administration (MBA), 3.7/4.0
Marquette University 1981 — 1985
Bachelor of Science (BS), Accounting, Magna Cum Laude 3.8/4.0
Russell Reinhart, CFP ®'s Cambridge Investment Research Experience August 2007 - October 2012
Job Financial Consultant & Investment Specialist w/ LPL Financial
Industry Financial Services
Experience
LPL Financial October 2012 - Present
Cambridge Investment Research August 2007 - October 2012
SEI Investments March 2007 - March 2008
Skills
Financial Planning, Wealth Management, Insurance Planning, Succession Planning, Planned Giving, Retirement Planning, Investment Advisory, Series 7, 529 Plans, Tax Planning Strategies, Series 65, Series 63, Family Finances, Certified Financial..., Life Insurance, Accident Insurance, Health Insurance, CRM, 401k Rollovers, Strategic Financial..., Wealth Management..., FINRA, Financial Services, Estate Planning
Education
College for Financial Planning 2009 — 2011
CFP®, Financial Planning
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Henderson High School
Henderson High School
LPL Financial October 2012 - Present
Cambridge Investment Research August 2007 - October 2012
SEI Investments March 2007 - March 2008
Skills
Financial Planning, Wealth Management, Insurance Planning, Succession Planning, Planned Giving, Retirement Planning, Investment Advisory, Series 7, 529 Plans, Tax Planning Strategies, Series 65, Series 63, Family Finances, Certified Financial..., Life Insurance, Accident Insurance, Health Insurance, CRM, 401k Rollovers, Strategic Financial..., Wealth Management..., FINRA, Financial Services, Estate Planning
Education
College for Financial Planning 2009 — 2011
CFP®, Financial Planning
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Henderson High School
Henderson High School
Adam Conway Adam Conway's Cambridge Investment Research Experience January 2006 - Present
Job Securities Principal at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research January 2006 - Present
City of Cincinnati December 2003 - December 2005
Miami University August 2001 - November 2003
Lincoln Financial Group July 1999 - December 2000
Fidelity Investments July 1998 - July 1999
Holmes and Jacobs, CPA August 1997 - July 1998
Education
Miami University 2001 — 2003
Master of Arts (M.A.), Political Science and Government
Miami University 1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance
Gahanna Lincoln High School 1989 — 1993
College Preparatory
Cambridge Investment Research January 2006 - Present
City of Cincinnati December 2003 - December 2005
Miami University August 2001 - November 2003
Lincoln Financial Group July 1999 - December 2000
Fidelity Investments July 1998 - July 1999
Holmes and Jacobs, CPA August 1997 - July 1998
Education
Miami University 2001 — 2003
Master of Arts (M.A.), Political Science and Government
Miami University 1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance
Gahanna Lincoln High School 1989 — 1993
College Preparatory
Deep Shrestha's Cambridge Investment Research Experience May 2011 - August 2011
Job IT Services at Iowa State University
Industry Architecture & Planning
Experience
Heery International, Inc. May 2013 - Present
Iowa State University October 2013 - May 2014
Cambridge Investment Research May 2011 - August 2011
Skills
Architectural Design, Revit, Sustainable Design, Design Research, SketchUp, Comprehensive Planning, Mixed-use, AutoCAD Architecture, Submittals, Architectures, Bentley Microstation, Photoshop, BIM
Education
Iowa State University 2010 — 2015
Bachelor of Architecture (BArch), Architecture
Heery International, Inc. May 2013 - Present
Iowa State University October 2013 - May 2014
Cambridge Investment Research May 2011 - August 2011
Skills
Architectural Design, Revit, Sustainable Design, Design Research, SketchUp, Comprehensive Planning, Mixed-use, AutoCAD Architecture, Submittals, Architectures, Bentley Microstation, Photoshop, BIM
Education
Iowa State University 2010 — 2015
Bachelor of Architecture (BArch), Architecture
Matthew Brueggen's Cambridge Investment Research Experience May 2014 - August 2014
Job Associate at Finity Group, LLC
Industry Financial Services
Experience
Finity Group, LLC June 2015 - Present
Cambridge Investment Research May 2014 - August 2014
Northwestern Mutual May 2013 - February 2014
Merrill Lynch May 2012 - July 2012
Skills
Life & Health Insurance..., Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Sales, Insurance, Access, Leadership, Data Analysis, Event Planning, Teamwork
Education
Iowa State University 2010 — 2014
Bachelor's Degree, Finance
Bettendorf High School 2008 — 2010
General Education
Lake Middle School
Middleton Elementary
Finity Group, LLC June 2015 - Present
Cambridge Investment Research May 2014 - August 2014
Northwestern Mutual May 2013 - February 2014
Merrill Lynch May 2012 - July 2012
Skills
Life & Health Insurance..., Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Sales, Insurance, Access, Leadership, Data Analysis, Event Planning, Teamwork
Education
Iowa State University 2010 — 2014
Bachelor's Degree, Finance
Bettendorf High School 2008 — 2010
General Education
Lake Middle School
Middleton Elementary
Rachel Wagner Rachel Wagner's Cambridge Investment Research Experience March 2006 - March 2010
Job Socially Responsible Investing; Retirement Income Planning; Investment Management
Industry Financial Services
Experience
Principled Solutions March 2010 - Present
San Francisco Bay Benefits January 2009 - December 2012
Cambridge Investment Research March 2006 - March 2010
Agilent Technologies September 1999 - March 2003
Hewlett Packard October 1996 - September 1999
Financial and Strategic Planning December 1990 - September 1996
Booz Allen Hamilton September 1985 - December 1990
Skills
Independent Financial..., Accredited Investment..., Registered Investment..., Retirement Income..., 401k Rollovers, Investment Management, Socially Responsible..., Risk Management, Concentrated Stock..., Pension Planning, 401k Plan Design, Long-term Care, Donor Advised Funds, Separately Managed..., 529 Plans, Financial Planning, Key Person Insurance, Life Insurance, Health Insurance, Investment Strategies, Alternative Investments, Asset Allocation, Global Investment, Corporate Finance, Strategic Planning, Financial Analysis, Marketing Communications, Strategic Financial..., Fiduciary, Retirement Planning, Pensions, Mergers & Acquisitions, Strategy, Corporate Development, Asset Management, Investments, Finance
Education
Stanford University Graduate School of Business 1987 — 1989
Master of Business Administration (M.B.A.)
Yale University 1980 — 1984
B.A., Economics and Political Science
Principled Solutions March 2010 - Present
San Francisco Bay Benefits January 2009 - December 2012
Cambridge Investment Research March 2006 - March 2010
Agilent Technologies September 1999 - March 2003
Hewlett Packard October 1996 - September 1999
Financial and Strategic Planning December 1990 - September 1996
Booz Allen Hamilton September 1985 - December 1990
Skills
Independent Financial..., Accredited Investment..., Registered Investment..., Retirement Income..., 401k Rollovers, Investment Management, Socially Responsible..., Risk Management, Concentrated Stock..., Pension Planning, 401k Plan Design, Long-term Care, Donor Advised Funds, Separately Managed..., 529 Plans, Financial Planning, Key Person Insurance, Life Insurance, Health Insurance, Investment Strategies, Alternative Investments, Asset Allocation, Global Investment, Corporate Finance, Strategic Planning, Financial Analysis, Marketing Communications, Strategic Financial..., Fiduciary, Retirement Planning, Pensions, Mergers & Acquisitions, Strategy, Corporate Development, Asset Management, Investments, Finance
Education
Stanford University Graduate School of Business 1987 — 1989
Master of Business Administration (M.B.A.)
Yale University 1980 — 1984
B.A., Economics and Political Science
Brad Rogers's Cambridge Investment Research Experience July 2013 - Present
Job Managing Partner of Investment Management & Planning LLC
Industry Investment Management
Experience
Investment Management & Planning LLC May 1995 - Present
Cambridge Investment Research July 2013 - Present
LPL Financial May 1995 - September 2009
PaineWebber January 1990 - July 1993
Merrill Lynch October 1987 - January 1990
Skills
Retirement Planning, Estate Planning, Financial Planning, Separately Managed..., Wealth Management, Alternative Investments, Investment Advisory, Strategic Financial..., Investment Management, Financial Advisory, Investments, Wealth, Wealth Management..., High Net Worth..., 401k Rollovers, Asset Allocation, Asset Management, ETFs, Finance, Financial Planners, Financial Services, Fixed Annuities, Fixed Income, IRAs, Investment Advisory..., Investment Strategies, Life Insurance, Mutual Funds, Options, Pensions, Portfolio Management, Retirement, Securities, Series 7, Series 24, Series 63, Trusts, Variable Annuities
Education
The University of Texas at Arlington
Investment Management & Planning LLC May 1995 - Present
Cambridge Investment Research July 2013 - Present
LPL Financial May 1995 - September 2009
PaineWebber January 1990 - July 1993
Merrill Lynch October 1987 - January 1990
Skills
Retirement Planning, Estate Planning, Financial Planning, Separately Managed..., Wealth Management, Alternative Investments, Investment Advisory, Strategic Financial..., Investment Management, Financial Advisory, Investments, Wealth, Wealth Management..., High Net Worth..., 401k Rollovers, Asset Allocation, Asset Management, ETFs, Finance, Financial Planners, Financial Services, Fixed Annuities, Fixed Income, IRAs, Investment Advisory..., Investment Strategies, Life Insurance, Mutual Funds, Options, Pensions, Portfolio Management, Retirement, Securities, Series 7, Series 24, Series 63, Trusts, Variable Annuities
Education
The University of Texas at Arlington
Dana Melcher Dana Melcher's Cambridge Investment Research Experience May 2014 - August 2014
Job Public Relations Student at Iowa State University
Industry Public Relations and Communications
Experience
The Cultivation Corridor January 2015 - Present
Iowa State University August 2013 - May 2015
Cambridge Investment Research May 2014 - August 2014
Cambridge Investment Research May 2013 - August 2013
1570 KMCD/Classic 96 January 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Photoshop, Social Media, English, Social Networking, Newsletters, Facebook
Education
Iowa State University 2012 — 2016
Bachelor's Degree, Public Relations
The Cultivation Corridor January 2015 - Present
Iowa State University August 2013 - May 2015
Cambridge Investment Research May 2014 - August 2014
Cambridge Investment Research May 2013 - August 2013
1570 KMCD/Classic 96 January 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Photoshop, Social Media, English, Social Networking, Newsletters, Facebook
Education
Iowa State University 2012 — 2016
Bachelor's Degree, Public Relations
Michael J. Franks Michael J. Franks's Cambridge Investment Research Experience
Job Financial Planner at Franks Financial & Insurance Planning
Industry Financial Services
Experience
Cambridge Investment Research
Skills
Financial Planning, CLU, ChFC, CLTC, General Securities..., Personal Insurance, Commercial Insurance, Life and Health..., Property and Casualty
Education
The American College
Towson University
Bachelor of Science, Economics
Cambridge Investment Research
Skills
Financial Planning, CLU, ChFC, CLTC, General Securities..., Personal Insurance, Commercial Insurance, Life and Health..., Property and Casualty
Education
The American College
Towson University
Bachelor of Science, Economics
David M. Wheat, CFS, ChFC David M. Wheat, CFS, ChFC's Cambridge Investment Research Experience October 2005 - Present
Job Senior Advisor and Founder, Axiom Advisors
Industry Financial Services
Experience
Axiom Advisors, LLC October 2005 - Present
Cambridge Investment Research October 2005 - Present
Northeast Planning Associates, Inc. October 1989 - October 2005
Skills
Wealth Management, Financial Planning, Retirement, Retirement Planning, Financial Services, Investments, Finance, Wealth, Securities, Management, Insurance, Portfolio Management, Investment Advisory, Mutual Funds, Financial Advisory, Asset Management, Wealth Accumulation, Investment Strategies, Series 7
Education
Oklahoma Baptist University 1969 — 1973
BA, History / Philosophy
Axiom Advisors, LLC October 2005 - Present
Cambridge Investment Research October 2005 - Present
Northeast Planning Associates, Inc. October 1989 - October 2005
Skills
Wealth Management, Financial Planning, Retirement, Retirement Planning, Financial Services, Investments, Finance, Wealth, Securities, Management, Insurance, Portfolio Management, Investment Advisory, Mutual Funds, Financial Advisory, Asset Management, Wealth Accumulation, Investment Strategies, Series 7
Education
Oklahoma Baptist University 1969 — 1973
BA, History / Philosophy
Russ Kyncl Russ Kyncl's Cambridge Investment Research Experience June 2008 - Present
Job Financial Planner, Business Exit Planner, Inheritance Planner, Public Speaker
Industry Financial Services
Experience
Cambridge Investment Research June 2008 - Present
Strategic Exit LLC January 2003 - Present
MassMutual Financial Group April 1992 - April 1998
Ameritas Financial Group April 1984 - April 1992
Mount Airy Psychiatric Center September 1977 - December 1979
Skills
Estate Planning, Retirement Planning, Wealth Management, Public Speaking, Investment Advisory, Strategic Financial..., Retirement, Small Business, Investments, Financial Advisory, Securities, Strategic Planning, Series 7, Asset Managment, Wealth, Coaching, Asset Allocation, Insurance, Investment Strategies, Long-term Care
Education
The American College 1988 — 2014
Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC)
University of Colorado Boulder 1973 — 1977
BA, Spanish Literature
Fort Morgan High School 1970 — 1973
High School, College Prep
Cambridge Investment Research June 2008 - Present
Strategic Exit LLC January 2003 - Present
MassMutual Financial Group April 1992 - April 1998
Ameritas Financial Group April 1984 - April 1992
Mount Airy Psychiatric Center September 1977 - December 1979
Skills
Estate Planning, Retirement Planning, Wealth Management, Public Speaking, Investment Advisory, Strategic Financial..., Retirement, Small Business, Investments, Financial Advisory, Securities, Strategic Planning, Series 7, Asset Managment, Wealth, Coaching, Asset Allocation, Insurance, Investment Strategies, Long-term Care
Education
The American College 1988 — 2014
Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC)
University of Colorado Boulder 1973 — 1977
BA, Spanish Literature
Fort Morgan High School 1970 — 1973
High School, College Prep
Dawn Ballard, CPA Dawn Ballard, CPA's Cambridge Investment Research Experience 2000 - 2006
Job Director, Finance at Uniparts Olsen, Inc.
Industry Accounting
Experience
Uniparts Olsen, Inc. 2014 - Present
Oelerich & Associates, PC 2009 - 2014
IVESCO Holdings, LLC 2008 - 2009
Harper Brush Works 2006 - 2008
Cambridge Investment Research 2000 - 2006
Telegroup, Inc. 1998 - 2000
Baratz & Associates January 1996 - January 1998
PwC 1992 - 1996
Skills
Accounting, Purchasing, Financial Analysis, General Ledger, PeopleSoft, Variance Analysis, Budgets, Accounts Receivable, Finance, Corporate Finance, Financial Reporting, Mergers & Acquisitions, Financial Statements, Auditing, Tax, Management, CPA, Financial Accounting, Inventory Management, Internal Controls, Training, Consolidation
Education
King's College 1988 — 1992
Bachelor of Science, International Business
Uniparts Olsen, Inc. 2014 - Present
Oelerich & Associates, PC 2009 - 2014
IVESCO Holdings, LLC 2008 - 2009
Harper Brush Works 2006 - 2008
Cambridge Investment Research 2000 - 2006
Telegroup, Inc. 1998 - 2000
Baratz & Associates January 1996 - January 1998
PwC 1992 - 1996
Skills
Accounting, Purchasing, Financial Analysis, General Ledger, PeopleSoft, Variance Analysis, Budgets, Accounts Receivable, Finance, Corporate Finance, Financial Reporting, Mergers & Acquisitions, Financial Statements, Auditing, Tax, Management, CPA, Financial Accounting, Inventory Management, Internal Controls, Training, Consolidation
Education
King's College 1988 — 1992
Bachelor of Science, International Business
Art Aybar Art Aybar's Cambridge Investment Research Experience April 2006 - August 2010
Job Senior Recruiter at Cetera Advisors
Industry Financial Services
Experience
Cetera Advisors January 2013 - Present
BD Navigation LLC October 2011 - Present
Sterne Agee August 2010 - September 2011
Cambridge Investment Research April 2006 - August 2010
Mutual Service Corp. April 2004 - April 2006
Legend Equities Corp. February 2002 - March 2004
Electronic Trading Group July 2000 - February 2002
H&R Block Financial Advisors April 1995 - June 2000
MCI Corporation July 1992 - August 1994
Skills
Recruitment/Retention, Strategic Consulting, Due Diligence, Recruiting, Finance, Financial Services, Business Development, Series 7, Fixed Income, Financial Advisory, Securities, New Business Development, Investments, Strategic Financial..., Equities, Series 63, Financial Planning, Mutual Funds, Retirement Planning, Wealth Management
Education
Towson University 1987 — 1991
Business Administration/Marketing
Calvert Hall High School 1983 — 1987
Cetera Advisors January 2013 - Present
BD Navigation LLC October 2011 - Present
Sterne Agee August 2010 - September 2011
Cambridge Investment Research April 2006 - August 2010
Mutual Service Corp. April 2004 - April 2006
Legend Equities Corp. February 2002 - March 2004
Electronic Trading Group July 2000 - February 2002
H&R Block Financial Advisors April 1995 - June 2000
MCI Corporation July 1992 - August 1994
Skills
Recruitment/Retention, Strategic Consulting, Due Diligence, Recruiting, Finance, Financial Services, Business Development, Series 7, Fixed Income, Financial Advisory, Securities, New Business Development, Investments, Strategic Financial..., Equities, Series 63, Financial Planning, Mutual Funds, Retirement Planning, Wealth Management
Education
Towson University 1987 — 1991
Business Administration/Marketing
Calvert Hall High School 1983 — 1987
Ted Wallace Ted Wallace's Cambridge Investment Research Experience March 2013 - Present
Job
Industry Financial Services
Experience
Cambridge Investment Research March 2013 - Present
Cambridge Investment Research 2011 - Present
Maharishi Ayurveda Products Ltd June 2007 - July 2010
Skills
XML, Product Development, Public Speaking, Agile Methodologies, Microsoft SQL Server, Scrum, Strategic Planning, SQL, Testing, C#, Software Development, HTML, Research, Software Project..., SOA, Team Leadership, ASP.NET MVC, Java, Project Management, Software Documentation, Business Analysis, Analysis, AJAX, .NET, ASP.NET, Visual Studio, Web Services, JavaScript, Access, SDLC, VB.NET, LINQ, jQuery, Program Management, Requirements Analysis, Integration, PHP, Visio, Spring, Windows, WCF, Python, CSS, Databases, Entity Framework, MySQL, Subversion, Web Development, Web Applications
Education
Maharishi European University 1994 — 2004
Master's degree, Neuroscience
Maharishi University of Management 1987 — 1994
Master's degree, Computer Science
Cambridge Investment Research March 2013 - Present
Cambridge Investment Research 2011 - Present
Maharishi Ayurveda Products Ltd June 2007 - July 2010
Skills
XML, Product Development, Public Speaking, Agile Methodologies, Microsoft SQL Server, Scrum, Strategic Planning, SQL, Testing, C#, Software Development, HTML, Research, Software Project..., SOA, Team Leadership, ASP.NET MVC, Java, Project Management, Software Documentation, Business Analysis, Analysis, AJAX, .NET, ASP.NET, Visual Studio, Web Services, JavaScript, Access, SDLC, VB.NET, LINQ, jQuery, Program Management, Requirements Analysis, Integration, PHP, Visio, Spring, Windows, WCF, Python, CSS, Databases, Entity Framework, MySQL, Subversion, Web Development, Web Applications
Education
Maharishi European University 1994 — 2004
Master's degree, Neuroscience
Maharishi University of Management 1987 — 1994
Master's degree, Computer Science
James Gruning James Gruning's Cambridge Investment Research Experience January 2010 - Present
Job Financial Planning Advisor; solving problems and creating financial peaceofmind.
Industry Financial Services
Experience
Cambridge Investment Research January 2010 - Present
Financial Planning Association November 2004 - Present
Gruning Financial LLC March 2004 - Present
Greater Wayzata Area Chamber of Commerce 1983 - Present
Tom James / Gruning Custom Apparel 1982 - 1995
Gruning's Inc. September 1975 - June 1982
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Series 7, Investments, Estate Planning, Financial Advisory, 401k, Investment Advisory, Retirement, Investment Management, Fixed Annuities, Financial Planners, Investment Strategies, Personal Finance, Mutual Funds, Securities, Long-term Care, Financial Goals, Pensions, IRAs, Wealth, Asset Management, Series 63, Alternative Investments, Portfolio Management, Asset Allocation, FINRA, Finance, Life Insurance, Employee Benefits, Financial Planning, Financial Services
Education
Texas Christian University - M.J. Neeley School of Business 1972 — 1973
MBA, Finance & Marketing
Texas Christian University 1966 — 1968
BA, Political Science with Business Administration minor
Cambridge Investment Research January 2010 - Present
Financial Planning Association November 2004 - Present
Gruning Financial LLC March 2004 - Present
Greater Wayzata Area Chamber of Commerce 1983 - Present
Tom James / Gruning Custom Apparel 1982 - 1995
Gruning's Inc. September 1975 - June 1982
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Series 7, Investments, Estate Planning, Financial Advisory, 401k, Investment Advisory, Retirement, Investment Management, Fixed Annuities, Financial Planners, Investment Strategies, Personal Finance, Mutual Funds, Securities, Long-term Care, Financial Goals, Pensions, IRAs, Wealth, Asset Management, Series 63, Alternative Investments, Portfolio Management, Asset Allocation, FINRA, Finance, Life Insurance, Employee Benefits, Financial Planning, Financial Services
Education
Texas Christian University - M.J. Neeley School of Business 1972 — 1973
MBA, Finance & Marketing
Texas Christian University 1966 — 1968
BA, Political Science with Business Administration minor
Steven T. Summa, CFP® Steven T. Summa, CFP®'s Cambridge Investment Research Experience October 2013 - Present
Job Financial Planner and Registered Representative at Cambridge Investment Research Inc
Industry Financial Services
Experience
Cambridge Investment Research October 2013 - Present
New England Financial January 2009 - October 2013
A.G. Edwards & Sons, Inc. October 2003 - January 2009
New England Financial June 1999 - October 2003
Aetna Financial Services May 1998 - June 1999
HRP Associates, Inc. 1991 - 1997
US Army 1987 - 1991
Skills
Retirement, Education Funding, Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Stocks, Estate Planning, Personal Financial..., Financial Services, Mutual Funds, Strategic Financial..., Retirement Planning, IRAs, FINRA, 401k, Series 7, Financial Advisory, Series 63, Securities, Wealth Management
Education
University of Connecticut 1982 — 1986
B.S., Geology & Geophysics
Newington High School 1978 — 1982
Diploma, General Studies
Cambridge Investment Research October 2013 - Present
New England Financial January 2009 - October 2013
A.G. Edwards & Sons, Inc. October 2003 - January 2009
New England Financial June 1999 - October 2003
Aetna Financial Services May 1998 - June 1999
HRP Associates, Inc. 1991 - 1997
US Army 1987 - 1991
Skills
Retirement, Education Funding, Investments, Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Stocks, Estate Planning, Personal Financial..., Financial Services, Mutual Funds, Strategic Financial..., Retirement Planning, IRAs, FINRA, 401k, Series 7, Financial Advisory, Series 63, Securities, Wealth Management
Education
University of Connecticut 1982 — 1986
B.S., Geology & Geophysics
Newington High School 1978 — 1982
Diploma, General Studies
Chuck Hammond, PPC, CMFC's Cambridge Investment Research Experience July 2012 - Present
Job Bringing Solutions and Content to the 401k Advisor | CoFounder at The 401k Study Group ® & RRG, Inc
Industry Financial Services
Experience
The 401k Study Group ® October 2008 - Present
Cambridge Investment Research July 2012 - Present
RRG, Inc April 2004 - Present
Sigma Financial Corp October 2006 - July 2012
Skills
Retirement, Community Management, 401k, Retirement Planning, Social Media Marketing, Securities, Financial Advisory, The 401k Study Group, Term Life Insurance, FINRA, Employee Benefits, Investment Strategies, IRAs, Inbound Marketing, Content Strategy, Online Platforms, Podcasting, Life Insurance, Insurance, Pensions, Estate Planning, Asset Allocation, BBQ, Microbrew Tasting, Financial Planners, Wealth Management, ETFs, Wealth, Long-term Care, Disability Insurance, Investment Management, Wealth Accumulation, Series 6, Defined Benefit, Personal Financial..., Wealth Management..., Alternative Investments, Personal Finance, ERISA, Series 7, Series 63, Investments, Qualified Plans, Technology, Mutual Funds, Fixed Annuities, Investment Advisory, Portfolio Management, Content Marketing, Content Management
Education
McDaniel College 1989 — 1993
BA, Biology
The 401k Study Group ® October 2008 - Present
Cambridge Investment Research July 2012 - Present
RRG, Inc April 2004 - Present
Sigma Financial Corp October 2006 - July 2012
Skills
Retirement, Community Management, 401k, Retirement Planning, Social Media Marketing, Securities, Financial Advisory, The 401k Study Group, Term Life Insurance, FINRA, Employee Benefits, Investment Strategies, IRAs, Inbound Marketing, Content Strategy, Online Platforms, Podcasting, Life Insurance, Insurance, Pensions, Estate Planning, Asset Allocation, BBQ, Microbrew Tasting, Financial Planners, Wealth Management, ETFs, Wealth, Long-term Care, Disability Insurance, Investment Management, Wealth Accumulation, Series 6, Defined Benefit, Personal Financial..., Wealth Management..., Alternative Investments, Personal Finance, ERISA, Series 7, Series 63, Investments, Qualified Plans, Technology, Mutual Funds, Fixed Annuities, Investment Advisory, Portfolio Management, Content Marketing, Content Management
Education
McDaniel College 1989 — 1993
BA, Biology
Ryan Bell Ryan Bell's Cambridge Investment Research Experience September 2007 - May 2011
Job CoOwner, LocalsLoveUsQuad Cities
Industry Marketing and Advertising
Experience
LocalsLoveUs.com May 2011 - Present
Cambridge Investment Research September 2007 - May 2011
Convention and Visitor's Bureau BOD 2010 - 2010
Mattress Firm 2003 - 2007
Skills
Strategic Financial..., Investment Advisory, Retirement Planning, Sales & Marketing..., Sales, Wealth Management, Financial Services, New Business Development, Marketing, Leadership, Business Development, Coaching, Series 7, Small Business, Start-ups
Education
The University of South Dakota 1997 — 2002
Business Management, Business
LocalsLoveUs.com May 2011 - Present
Cambridge Investment Research September 2007 - May 2011
Convention and Visitor's Bureau BOD 2010 - 2010
Mattress Firm 2003 - 2007
Skills
Strategic Financial..., Investment Advisory, Retirement Planning, Sales & Marketing..., Sales, Wealth Management, Financial Services, New Business Development, Marketing, Leadership, Business Development, Coaching, Series 7, Small Business, Start-ups
Education
The University of South Dakota 1997 — 2002
Business Management, Business
Jeff Evanello,CLU,ChFC,RICP's Cambridge Investment Research Experience October 2011 - October 2014
Job Senior Director, Business Development for Cambridge Investment Research at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. November 2014 - Present
Cambridge Investment Research October 2011 - October 2014
Waddell & Reed August 2010 - October 2011
Evanello Enterprises, LLC May 2008 - October 2011
Source Capital Group August 2008 - August 2010
ProPlayer Fantasy Sports, LLC June 2009 - August 2009
The Vanguard Group November 1998 - March 2008
Vanguard 1998 - 2008
The Vanguard Group November 1998 - May 2003
Joseph Charles & Associates January 1998 - November 1998
Skills
FINRA Arbitration, Wholesaling, Sales Management, FINRA, Alternative Investments, ETFs, Business Planning, Series 7, Wealth Management, Series 63, Fixed Annuities, Mutual Funds, Financial Advisory, Wholesale, Strategic Financial..., Investments, Insurance, Strategy, Retirement Planning, New Business Development, Marketing, Financial Services, Securities, Portfolio Management, Finance, Investment Advisory, Life Insurance
Education
The American College 2013 — 2014
Retirement Income Certified Professional, Finance, General, Pass
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts, Economics
The American College 1991 — 1994
CLU, ChFC, Finance
Cambridge Investment Research, Inc. November 2014 - Present
Cambridge Investment Research October 2011 - October 2014
Waddell & Reed August 2010 - October 2011
Evanello Enterprises, LLC May 2008 - October 2011
Source Capital Group August 2008 - August 2010
ProPlayer Fantasy Sports, LLC June 2009 - August 2009
The Vanguard Group November 1998 - March 2008
Vanguard 1998 - 2008
The Vanguard Group November 1998 - May 2003
Joseph Charles & Associates January 1998 - November 1998
Skills
FINRA Arbitration, Wholesaling, Sales Management, FINRA, Alternative Investments, ETFs, Business Planning, Series 7, Wealth Management, Series 63, Fixed Annuities, Mutual Funds, Financial Advisory, Wholesale, Strategic Financial..., Investments, Insurance, Strategy, Retirement Planning, New Business Development, Marketing, Financial Services, Securities, Portfolio Management, Finance, Investment Advisory, Life Insurance
Education
The American College 2013 — 2014
Retirement Income Certified Professional, Finance, General, Pass
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts, Economics
The American College 1991 — 1994
CLU, ChFC, Finance
Deann Elmore Deann Elmore's Cambridge Investment Research Experience May 2005 - May 2010
Job Manager Cashiering & Operations at Kansas City based Broker/Dealer
Industry Financial Services
Experience
Kansas City based Broker/Dealer April 2014 - Present
Kovack Advisors, Inc. May 2010 - April 2014
Cambridge Investment Research May 2005 - May 2010
Skills
Series 7, Series 24, Series 4, Securities, FINRA, Series 63, Uniform Combined State..., Mutual Funds, 401k, Investment Advisory, Retirement Planning, Financial Advisory, Investments, Wealth Management, Fixed Annuities, Retirement, Financial Services
Education
Iowa Wesleyan College 2007 — 2008
Supplemental Accounting Courses
North Park University 2002 — 2006
BA, Psychology
Kansas City based Broker/Dealer April 2014 - Present
Kovack Advisors, Inc. May 2010 - April 2014
Cambridge Investment Research May 2005 - May 2010
Skills
Series 7, Series 24, Series 4, Securities, FINRA, Series 63, Uniform Combined State..., Mutual Funds, 401k, Investment Advisory, Retirement Planning, Financial Advisory, Investments, Wealth Management, Fixed Annuities, Retirement, Financial Services
Education
Iowa Wesleyan College 2007 — 2008
Supplemental Accounting Courses
North Park University 2002 — 2006
BA, Psychology
Clover Farmer Clover Farmer's Cambridge Investment Research Experience May 2010 - January 2013
Job Administrative Services Coordinator for Mark C. Wilson, MD, MPH at The University of Iowa Hospitals and Clinics
Industry Hospital & Health Care
Experience
The University of Iowa Hospitals and Clinics January 2013 - Present
Cambridge Investment Research May 2010 - January 2013
Southeast Iowa Schools January 2007 - May 2010
Skills
Public Speaking, Customer Service, Marketing, Event Planning, Microsoft Office, Social Media, Social Media Marketing, Executive Calendar..., Organizing Meetings, Travel Management, Medical Terminology, Hospital Information..., Teleconferencing, Survey Design, Data Entry, Patient Support
Education
Iowa Wesleyan College 2004 — 2007
B.A., Education
Kirkwood Community College 2003 — 2004
General Studies
The University of Iowa Hospitals and Clinics January 2013 - Present
Cambridge Investment Research May 2010 - January 2013
Southeast Iowa Schools January 2007 - May 2010
Skills
Public Speaking, Customer Service, Marketing, Event Planning, Microsoft Office, Social Media, Social Media Marketing, Executive Calendar..., Organizing Meetings, Travel Management, Medical Terminology, Hospital Information..., Teleconferencing, Survey Design, Data Entry, Patient Support
Education
Iowa Wesleyan College 2004 — 2007
B.A., Education
Kirkwood Community College 2003 — 2004
General Studies
Bishal Shrestha Bishal Shrestha's Cambridge Investment Research Experience October 2006 - Present
Job Senior Software Engineer at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research October 2006 - Present
Supreme Court of Nepal August 2004 - January 2006
Techminds Communication Pvt.Ltd February 2002 - January 2006
Mercantile Communication Pvt.Ltd February 2000 - February 2002
Skills
WCF, Web Services, C#, ASP.NET, Agile Methodologies, Microsoft SQL Server, XML, Visual Studio, LINQ, JavaScript, Software Development, SOA, AJAX, Scrum, ADO.NET, Java, SSIS, .NET, Entity Framework, jQuery, Spring, ASP.NET MVC, Test Driven Development, T-SQL, VB.NET, Spring Framework
Education
Maharishi University of Management 2006 — 2006
Masters in Computer Science, Computer Science
SJM Institute of Technology 1995 — 2000
BE, Electrical and Electronics
Cambridge Investment Research October 2006 - Present
Supreme Court of Nepal August 2004 - January 2006
Techminds Communication Pvt.Ltd February 2002 - January 2006
Mercantile Communication Pvt.Ltd February 2000 - February 2002
Skills
WCF, Web Services, C#, ASP.NET, Agile Methodologies, Microsoft SQL Server, XML, Visual Studio, LINQ, JavaScript, Software Development, SOA, AJAX, Scrum, ADO.NET, Java, SSIS, .NET, Entity Framework, jQuery, Spring, ASP.NET MVC, Test Driven Development, T-SQL, VB.NET, Spring Framework
Education
Maharishi University of Management 2006 — 2006
Masters in Computer Science, Computer Science
SJM Institute of Technology 1995 — 2000
BE, Electrical and Electronics
Boris Guzner Boris Guzner's Cambridge Investment Research Experience November 2013 - February 2015
Job
Industry Information Technology and Services
Experience
EY May 2015 - Present
Cambridge Investment Research November 2013 - February 2015
Cambridge Investment Research June 2010 - November 2013
Primedia October 2009 - May 2010
Curtis 1000 2009 - 2009
Guzner Consulting 1999 - 2009
ista North America June 2006 - October 2007
DRV Technologies 2005 - 2006
Steelray Software January 2005 - December 2005
Harbor Payments April 2005 - September 2005
Skills
Android, Web Services, REST, WCF, C#, Software Architecture, Software Development, Information Security, SAML 2.0, IIS, ASP.NET, AJAX, jQuery, SQL, Microsoft SQL Server, XML, .NET, HTML, ASP.NET MVC, Visual Studio, CSS, Web Applications, JavaScript, Java, VB.NET, Design Patterns, TFS, UML, Test Driven Development, Agile Methodologies, Integration, MVC
Education
Stanford University 2012 — 2013
Accomplishment with Distinction, Cryptography
Kyiv National Taras Shevchenko University 1985 — 1992
Master's Degree, Mathematics
EY May 2015 - Present
Cambridge Investment Research November 2013 - February 2015
Cambridge Investment Research June 2010 - November 2013
Primedia October 2009 - May 2010
Curtis 1000 2009 - 2009
Guzner Consulting 1999 - 2009
ista North America June 2006 - October 2007
DRV Technologies 2005 - 2006
Steelray Software January 2005 - December 2005
Harbor Payments April 2005 - September 2005
Skills
Android, Web Services, REST, WCF, C#, Software Architecture, Software Development, Information Security, SAML 2.0, IIS, ASP.NET, AJAX, jQuery, SQL, Microsoft SQL Server, XML, .NET, HTML, ASP.NET MVC, Visual Studio, CSS, Web Applications, JavaScript, Java, VB.NET, Design Patterns, TFS, UML, Test Driven Development, Agile Methodologies, Integration, MVC
Education
Stanford University 2012 — 2013
Accomplishment with Distinction, Cryptography
Kyiv National Taras Shevchenko University 1985 — 1992
Master's Degree, Mathematics
Tina Manion Tina Manion's Cambridge Investment Research Experience February 2010 - Present
Job Registered Representative & Investment Advisory Representative at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research February 2010 - Present
Retirement Planning Specialists September 1979 - Present
FSC Securities Corporation (AIG Advisory Group) September 1999 - December 2009
Successful Money Management Seminars 1988 - 1998
Skills
Tax, Strategy, Estate Planning, Asset Managment, Employee Benefits, Personal Finance, 529 Plans, Finance, Public Speaking, Investment Advisory, Retirement Planning, 401k
Education
University of Cincinnati 1974 — 1978
A.S., B.A., Pre-Law & Political Science
College of Financial Planning
Financial Planning
John Hancock Institute
Insurance and Investments
Cambridge Investment Research February 2010 - Present
Retirement Planning Specialists September 1979 - Present
FSC Securities Corporation (AIG Advisory Group) September 1999 - December 2009
Successful Money Management Seminars 1988 - 1998
Skills
Tax, Strategy, Estate Planning, Asset Managment, Employee Benefits, Personal Finance, 529 Plans, Finance, Public Speaking, Investment Advisory, Retirement Planning, 401k
Education
University of Cincinnati 1974 — 1978
A.S., B.A., Pre-Law & Political Science
College of Financial Planning
Financial Planning
John Hancock Institute
Insurance and Investments
Nancy Johnson Jones's Cambridge Investment Research Experience September 1996 - December 1999
Job Chief Compliance Officer at BOSC, Inc., A subsidiary of BOK Financial Corp.
Industry Financial Services
Experience
BOSC, Inc., A subsidiary of BOK Financial Corp. April 2013 - Present
Financial Network Investment Corporation, Member SIPC August 2010 - March 2013
CFP Board of Standards January 2007 - December 2010
Strategic Compliance Concepts August 2009 - August 2010
HighTower August 2008 - July 2009
BKD Wealth Advisors, LLC October 2006 - August 2008
Financial Planning Association (FPA) 2002 - 2004
1st Global January 2000 - June 2001
Cambridge Investment Research September 1996 - December 1999
Long Grove Trading Company 1989 - 1996
Skills
Investment Advisory, Securities, Asset Management, Compliance, Series 7, Series 24, Risk Management, High-Impact..., Leadership, Series 65, Financial Operations..., Consulting, Expert Witness, FINRA, Fiduciary
Education
Indiana University-Purdue University at Indianapolis 1980 — 1983
BS, Policy & Administration
BOSC, Inc., A subsidiary of BOK Financial Corp. April 2013 - Present
Financial Network Investment Corporation, Member SIPC August 2010 - March 2013
CFP Board of Standards January 2007 - December 2010
Strategic Compliance Concepts August 2009 - August 2010
HighTower August 2008 - July 2009
BKD Wealth Advisors, LLC October 2006 - August 2008
Financial Planning Association (FPA) 2002 - 2004
1st Global January 2000 - June 2001
Cambridge Investment Research September 1996 - December 1999
Long Grove Trading Company 1989 - 1996
Skills
Investment Advisory, Securities, Asset Management, Compliance, Series 7, Series 24, Risk Management, High-Impact..., Leadership, Series 65, Financial Operations..., Consulting, Expert Witness, FINRA, Fiduciary
Education
Indiana University-Purdue University at Indianapolis 1980 — 1983
BS, Policy & Administration
Eric C. McConnell, CFP®, AIF® Eric C. McConnell, CFP®, AIF®'s Cambridge Investment Research Experience May 2014 - Present
Job Regional Director at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research May 2014 - Present
FSC Securities Corporation January 2010 - May 2014
FSC Securities Corporation November 2008 - January 2010
FSC Securities Corporation December 2007 - November 2008
FSC Securities Corporation October 2006 - December 2007
Ameriprise Financial Services, Inc. May 2004 - August 2006
Bank of America Merrill Lynch February 2004 - April 2004
Skills
Securities, Investment Advisory, Financial Planning, Tax, Compliance, Investment Strategies, Retirement Planning, Retirement Income..., Retirement, Financial Planners, Financial Advisory, Equities, Strategic Financial..., Management, Financial Services, FINRA, Investments, Series 6, Mutual Funds, Leadership, Financial Risk, Portfolio Management, Series 63, Accounting, Series 24, Fixed Annuities, Wealth Management, Finance, Asset Allocation, ETFs, Asset Management, Insurance, Uniform Combined State..., Trading, Bonds
Education
University of Georgia - Terry College of Business 2008 — 2009
Executive Program for Financial Planning Certification, CFP® Certification Education Program
Lee University 2002 — 2004
BA, Business Administration
Young Harris College 1999 — 2001
AS, Internaitonal Business
Cambridge Investment Research May 2014 - Present
FSC Securities Corporation January 2010 - May 2014
FSC Securities Corporation November 2008 - January 2010
FSC Securities Corporation December 2007 - November 2008
FSC Securities Corporation October 2006 - December 2007
Ameriprise Financial Services, Inc. May 2004 - August 2006
Bank of America Merrill Lynch February 2004 - April 2004
Skills
Securities, Investment Advisory, Financial Planning, Tax, Compliance, Investment Strategies, Retirement Planning, Retirement Income..., Retirement, Financial Planners, Financial Advisory, Equities, Strategic Financial..., Management, Financial Services, FINRA, Investments, Series 6, Mutual Funds, Leadership, Financial Risk, Portfolio Management, Series 63, Accounting, Series 24, Fixed Annuities, Wealth Management, Finance, Asset Allocation, ETFs, Asset Management, Insurance, Uniform Combined State..., Trading, Bonds
Education
University of Georgia - Terry College of Business 2008 — 2009
Executive Program for Financial Planning Certification, CFP® Certification Education Program
Lee University 2002 — 2004
BA, Business Administration
Young Harris College 1999 — 2001
AS, Internaitonal Business
Frank Mokosak Frank Mokosak's Cambridge Investment Research Experience 2004 - Present
Job Certified Financial Planner™ | Wealth & Investment Coach | President of Mokosak Advisory Group
Industry Financial Services
Experience
Mokosak Advisory Group January 1995 - Present
Cambridge Investment Research 2004 - Present
Matson Money 1995 - Present
Mokosak Advisory Group 1995 - Present
Mokosak Advisory Group, LLC. 1995 - Present
Principal Financial Group 1990 - 1995
Skills
Bonds, Common Stock, Educational IRA, Brokerage Accounts, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Treasury Bills, Government Securities, Treasury Notes, Variable Annuity, Retirement planning, Retirement income..., Tax plans, 401k planning, 403b planning, College plans, Estate Plans, Money purchasing plans, Profit sharing plans, Disability income..., Life insurance, LTC insurance, Investor coach, Physician & business..., Financial planning, Investment planning, Young adult financial..., Family financial advisor, Investments, Retirement Planning, Strategic Financial..., Fixed Annuities, 401k
Education
Iowa Central Community College 1981 — 1983
University of Northern Iowa 1979 — 1981
Mokosak Advisory Group January 1995 - Present
Cambridge Investment Research 2004 - Present
Matson Money 1995 - Present
Mokosak Advisory Group 1995 - Present
Mokosak Advisory Group, LLC. 1995 - Present
Principal Financial Group 1990 - 1995
Skills
Bonds, Common Stock, Educational IRA, Brokerage Accounts, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Treasury Bills, Government Securities, Treasury Notes, Variable Annuity, Retirement planning, Retirement income..., Tax plans, 401k planning, 403b planning, College plans, Estate Plans, Money purchasing plans, Profit sharing plans, Disability income..., Life insurance, LTC insurance, Investor coach, Physician & business..., Financial planning, Investment planning, Young adult financial..., Family financial advisor, Investments, Retirement Planning, Strategic Financial..., Fixed Annuities, 401k
Education
Iowa Central Community College 1981 — 1983
University of Northern Iowa 1979 — 1981
Ashish Shakya Ashish Shakya's Cambridge Investment Research Experience October 2010 - Present
Job Software Engineer/Tech Lead at Cambridge Investment Research
Industry Computer Software
Experience
Cambridge Investment Research October 2010 - Present
Yomari Information Services December 2006 - November 2009
Skills
C#, .NET, Microsoft SQL Server, ASP.NET, Java, VB.NET, SDLC, XML, Business Intelligence, Visual C#, Web Services, SSIS, SSRS, Microsoft Office, Databases, jQuery, jQuery UI, SQL Server, knockout.js, LINQ, Software Development, WCF, ADO.NET, Analysis, Spring, Data Warehousing, JavaScript, SQL, AJAX, HTML, Web Development, Spring Framework
Education
Maharishi University of Management 2010 — 2012
Masters of Sciecne, Computer Science
Kathmandu Engineering College 2002 — 2006
Bachelors in Engineering, Computer Engineering
St. Xavier's College 1999 — 2002
Intermediate in Science, Biology
Cambridge Investment Research October 2010 - Present
Yomari Information Services December 2006 - November 2009
Skills
C#, .NET, Microsoft SQL Server, ASP.NET, Java, VB.NET, SDLC, XML, Business Intelligence, Visual C#, Web Services, SSIS, SSRS, Microsoft Office, Databases, jQuery, jQuery UI, SQL Server, knockout.js, LINQ, Software Development, WCF, ADO.NET, Analysis, Spring, Data Warehousing, JavaScript, SQL, AJAX, HTML, Web Development, Spring Framework
Education
Maharishi University of Management 2010 — 2012
Masters of Sciecne, Computer Science
Kathmandu Engineering College 2002 — 2006
Bachelors in Engineering, Computer Engineering
St. Xavier's College 1999 — 2002
Intermediate in Science, Biology
Derek Foster Derek Foster's Cambridge Investment Research Experience May 2012 - August 2012
Job Research Analyst at Allstate
Industry Investment Management
Experience
Allstate May 2015 - Present
Voya Investment Management June 2014 - May 2015
The University of Arizona 2013 - 2014
Cambridge Investment Research May 2012 - August 2012
EMC Insurance Companies May 2011 - August 2011
Fort Des Moines Financial Services May 2010 - August 2010
Skills
Bloomberg, Microsoft Office, Portfolio Management, Fixed Income Analysis, Financial Analysis, Investment Management, Mutual Funds, Investments, Investment Strategies, Securities, Risk Management, Bloomberg Terminal, Equities, Fixed Income, Insurance, Financial Advisory, Valuation, Wealth Management
Education
University of Arizona, Eller College of Management 2013 — 2014
Master's degree, Finance, Fixed Income Securities
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor's degree, Finance, General
Allstate May 2015 - Present
Voya Investment Management June 2014 - May 2015
The University of Arizona 2013 - 2014
Cambridge Investment Research May 2012 - August 2012
EMC Insurance Companies May 2011 - August 2011
Fort Des Moines Financial Services May 2010 - August 2010
Skills
Bloomberg, Microsoft Office, Portfolio Management, Fixed Income Analysis, Financial Analysis, Investment Management, Mutual Funds, Investments, Investment Strategies, Securities, Risk Management, Bloomberg Terminal, Equities, Fixed Income, Insurance, Financial Advisory, Valuation, Wealth Management
Education
University of Arizona, Eller College of Management 2013 — 2014
Master's degree, Finance, Fixed Income Securities
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor's degree, Finance, General
Kasey Clingan Kasey Clingan's Cambridge Investment Research Experience April 2013 - August 2013
Job 15Y at United States Military
Industry Management Consulting
Experience
United States Military December 2014 - Present
CL Electrical Services, LLC August 2014 - Present
It Works Global April 2014 - June 2014
University of Iowa Tippie College of Business August 2013 - December 2013
Cambridge Investment Research April 2013 - August 2013
Cambridge Investment Research April 2013 - June 2013
Mondo's Sports Cafe and Drafthouse March 2012 - June 2013
Cambridge Investment Research February 2013 - April 2013
Cambridge Investment Research May 2012 - August 2012
Kirkwood Community College March 2011 - June 2012
Skills
Financial Analysis, Microsoft Excel, Auditing, Budgets, Microsoft Word, Data Analysis, Analysis, PowerPoint, Customer Service, Time Management, Teamwork, Strategy, Strategic Planning, Nonprofits, Public Speaking, Banking, Community Outreach, Inventory Management, Market Research, Marketing
Education
Tippie College of Business 2012 — 2014
Bachelor of Arts (B.A.), Entrepreneurship/Entrepreneurial Studies
University of Iowa 2012 — 2014
Bachelors of Business Administration, Entrepreneurial Management
University of Iowa - Henry B. Tippie College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Entrepreneur Management
Kirkwood Community College 2009 — 2012
Associate of Arts (A.A.), General Education
Fairfield Beautification Commission
Jefferson Co. Fairgrounds Country School
Kirkwood Community College
United States Military December 2014 - Present
CL Electrical Services, LLC August 2014 - Present
It Works Global April 2014 - June 2014
University of Iowa Tippie College of Business August 2013 - December 2013
Cambridge Investment Research April 2013 - August 2013
Cambridge Investment Research April 2013 - June 2013
Mondo's Sports Cafe and Drafthouse March 2012 - June 2013
Cambridge Investment Research February 2013 - April 2013
Cambridge Investment Research May 2012 - August 2012
Kirkwood Community College March 2011 - June 2012
Skills
Financial Analysis, Microsoft Excel, Auditing, Budgets, Microsoft Word, Data Analysis, Analysis, PowerPoint, Customer Service, Time Management, Teamwork, Strategy, Strategic Planning, Nonprofits, Public Speaking, Banking, Community Outreach, Inventory Management, Market Research, Marketing
Education
Tippie College of Business 2012 — 2014
Bachelor of Arts (B.A.), Entrepreneurship/Entrepreneurial Studies
University of Iowa 2012 — 2014
Bachelors of Business Administration, Entrepreneurial Management
University of Iowa - Henry B. Tippie College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Entrepreneur Management
Kirkwood Community College 2009 — 2012
Associate of Arts (A.A.), General Education
Fairfield Beautification Commission
Jefferson Co. Fairgrounds Country School
Kirkwood Community College
Shari Dombcik Shari Dombcik's Cambridge Investment Research Experience June 2009 - September 2011
Job Planning Associate at Hartland & Co.
Industry Financial Services
Experience
Hartland & Co. February 2012 - Present
Cambridge Investment Research June 2009 - September 2011
Mills, Potoczak & Company December 2008 - April 2009
Ultra Electronics Audiopack Inc., Garfield Heights, OH February 2008 - November 2008
Resource Global August 2007 - February 2008
Public Accounting Firms January 2005 - August 2007
Silver Mountain Partners August 2002 - December 2004
Cleveland Financial Group January 2001 - August 2002
Arthritis Foundation January 1990 - December 2000
Skills
Financial Analysis, Budgeting, General Ledger, Budgets, Tax
Education
The Ohio State University 1979 — 1983
Bachelor of Science, Business Administration
Hartland & Co. February 2012 - Present
Cambridge Investment Research June 2009 - September 2011
Mills, Potoczak & Company December 2008 - April 2009
Ultra Electronics Audiopack Inc., Garfield Heights, OH February 2008 - November 2008
Resource Global August 2007 - February 2008
Public Accounting Firms January 2005 - August 2007
Silver Mountain Partners August 2002 - December 2004
Cleveland Financial Group January 2001 - August 2002
Arthritis Foundation January 1990 - December 2000
Skills
Financial Analysis, Budgeting, General Ledger, Budgets, Tax
Education
The Ohio State University 1979 — 1983
Bachelor of Science, Business Administration
Amanda Johnston, PHR, CPP Amanda Johnston, PHR, CPP's Cambridge Investment Research Experience May 2011 - January 2015
Job HR Generalist at CRST International
Industry Transportation/Trucking/Railroad
Experience
CRST International March 2015 - Present
Cambridge Investment Research May 2011 - January 2015
Cambridge Investment Research March 2008 - May 2011
Cambridge Investment Research October 2007 - March 2008
Cambridge Investment Research August 2004 - October 2007
Skills
CPP, PHR, Employee Benefits, HRIS Database Management, Employee Relations, Customer Satisfaction, Recruiting, Employee Engagement, SPHR, Benefits Administration, Management, Temporary Placement, New Hire Orientations
Education
Walden University 2015 — 2018
Master's degree, Mental Health Counseling/Counselor
Middle Tennessee State University 1997 — 2001
Recording Industry, Music Business, Marketing
The O'Neal School 1996 — 1997
Diploma
CRST International March 2015 - Present
Cambridge Investment Research May 2011 - January 2015
Cambridge Investment Research March 2008 - May 2011
Cambridge Investment Research October 2007 - March 2008
Cambridge Investment Research August 2004 - October 2007
Skills
CPP, PHR, Employee Benefits, HRIS Database Management, Employee Relations, Customer Satisfaction, Recruiting, Employee Engagement, SPHR, Benefits Administration, Management, Temporary Placement, New Hire Orientations
Education
Walden University 2015 — 2018
Master's degree, Mental Health Counseling/Counselor
Middle Tennessee State University 1997 — 2001
Recording Industry, Music Business, Marketing
The O'Neal School 1996 — 1997
Diploma
Lisa Bellenger's Cambridge Investment Research Experience November 2009 - November 2012
Job Administrative Virtual Assistant | Financial Services | I Help Business Owners Increase Productivity and Save Money
Industry Financial Services
Experience
Lisa Bellenger January 2013 - Present
Best Friends For Kidz October 2013 - May 2014
Perry Financial Group September 2006 - May 2013
Cambridge Investment Research November 2009 - November 2012
Northwestern Mutual February 1998 - March 2005
Skills
Insurance, Commitment to Customer..., Customer Service, Office Management, Administration, Prioritize and manage..., Administrative..., Small Business, Leadership, Team Building, Florida Notary, System Administration, Finance, Retirement Planning, Time Management, Wealth Management, Sales, Life Insurance, Virtual Assistance, Administrative..., Open, trustworthy and..., 100% Ethical in all..., Highly organized, very..., Exceptional problem..., Strong track record of..., Estate Planning, Financial Services, Fixed Annuities, Management, Administrative..., Investments
Education
State University of New York College at Brockport 1991 — 1995
Bachelor of Arts, French
Institut de Touraine 1993 — 1993
French Language and Literature
Auburn High School 1987 — 1991
Lisa Bellenger January 2013 - Present
Best Friends For Kidz October 2013 - May 2014
Perry Financial Group September 2006 - May 2013
Cambridge Investment Research November 2009 - November 2012
Northwestern Mutual February 1998 - March 2005
Skills
Insurance, Commitment to Customer..., Customer Service, Office Management, Administration, Prioritize and manage..., Administrative..., Small Business, Leadership, Team Building, Florida Notary, System Administration, Finance, Retirement Planning, Time Management, Wealth Management, Sales, Life Insurance, Virtual Assistance, Administrative..., Open, trustworthy and..., 100% Ethical in all..., Highly organized, very..., Exceptional problem..., Strong track record of..., Estate Planning, Financial Services, Fixed Annuities, Management, Administrative..., Investments
Education
State University of New York College at Brockport 1991 — 1995
Bachelor of Arts, French
Institut de Touraine 1993 — 1993
French Language and Literature
Auburn High School 1987 — 1991
J. Richard Coe J. Richard Coe's Cambridge Investment Research Experience May 2003 - June 2013
Job Owner & President at Coe Financial Services, Inc.
Industry Financial Services
Experience
Coe Financial Services, Inc. June 1983 - Present
Cambridge Investment Research May 2003 - June 2013
Cambridge Investment Research Advisors May 2003 - June 2013
London Pacific Securities December 1997 - May 2003
MML Investors Services December 1982 - December 1997
Mass Mutual January 1981 - December 1997
First Securities Company of Kansas June 1979 - December 1980
Continental Illinois National Bank & Trust Co (now Bank of America). June 1971 - January 1978
Skills
Investment Advisory, Financial Planning, Asset Management, Retirement Planning, Securities, Financial Advisory, Financial Services, FINRA, Corporate Finance, Wealth Management, Series 7, Retirement, Estate Planning, Mutual Funds, Investment Strategies, Series 63, 401k, Alternative Investments, Asset Allocation, Investments, Wealth, Investment Management, Uniform Combined State..., Portfolio Management
Education
The University of Chicago - Booth School of Business 1971 — 1974
Master of Business Administration (MBA), Accounting and Finance
Macalester College 1969 — 1971
BA, Economics, Political Science
Mackinac College 1967 — 1969
2 years, Liberal arts
Coe Financial Services, Inc. June 1983 - Present
Cambridge Investment Research May 2003 - June 2013
Cambridge Investment Research Advisors May 2003 - June 2013
London Pacific Securities December 1997 - May 2003
MML Investors Services December 1982 - December 1997
Mass Mutual January 1981 - December 1997
First Securities Company of Kansas June 1979 - December 1980
Continental Illinois National Bank & Trust Co (now Bank of America). June 1971 - January 1978
Skills
Investment Advisory, Financial Planning, Asset Management, Retirement Planning, Securities, Financial Advisory, Financial Services, FINRA, Corporate Finance, Wealth Management, Series 7, Retirement, Estate Planning, Mutual Funds, Investment Strategies, Series 63, 401k, Alternative Investments, Asset Allocation, Investments, Wealth, Investment Management, Uniform Combined State..., Portfolio Management
Education
The University of Chicago - Booth School of Business 1971 — 1974
Master of Business Administration (MBA), Accounting and Finance
Macalester College 1969 — 1971
BA, Economics, Political Science
Mackinac College 1967 — 1969
2 years, Liberal arts
Brian Propes, AIF® Brian Propes, AIF®'s Cambridge Investment Research Experience April 2008 - April 2010
Job President at Brokers International Financial Services, LLC
Industry Financial Services
Experience
Brokers International Financial Services, LLC November 2013 - Present
Business Partner Services April 2010 - November 2013
JP Turner & Company, LLC February 2012 - December 2012
Cambridge Investment Research April 2008 - April 2010
NFP Securities February 2000 - July 2007
Securities Consultants International September 1995 - February 2000
Securities Service Network, Inc. November 1992 - September 1995
FSC Securities, Inc. November 1991 - November 1992
Keogler Morgan Securities, Inc. October 1987 - June 1991
NASD District 7 April 1986 - October 1987
Skills
Risk Management, Strategic Planning, Business Planning, Executive Management, Process Improvement, Change Management, Licensing, Strategy, Budgets, Leadership, Management, Business Development, FINRA, CRM, Strategic Financial..., Insurance, Finance, Due Diligence, Budgeting, Consulting, Relationship Management, Financial Planning, Leadership Development
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Certificate of Leadership Development, SII Executive Studies - SIFMA Program
University of Alabama in Huntsville 1981 — 1983
Finance, General
Brokers International Financial Services, LLC November 2013 - Present
Business Partner Services April 2010 - November 2013
JP Turner & Company, LLC February 2012 - December 2012
Cambridge Investment Research April 2008 - April 2010
NFP Securities February 2000 - July 2007
Securities Consultants International September 1995 - February 2000
Securities Service Network, Inc. November 1992 - September 1995
FSC Securities, Inc. November 1991 - November 1992
Keogler Morgan Securities, Inc. October 1987 - June 1991
NASD District 7 April 1986 - October 1987
Skills
Risk Management, Strategic Planning, Business Planning, Executive Management, Process Improvement, Change Management, Licensing, Strategy, Budgets, Leadership, Management, Business Development, FINRA, CRM, Strategic Financial..., Insurance, Finance, Due Diligence, Budgeting, Consulting, Relationship Management, Financial Planning, Leadership Development
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Certificate of Leadership Development, SII Executive Studies - SIFMA Program
University of Alabama in Huntsville 1981 — 1983
Finance, General
Douglas F. Tarella, CFP® Douglas F. Tarella, CFP®'s Cambridge Investment Research Experience 2003 - Present
Job President at The Professional Alliance, Inc.
Industry Financial Services
Experience
The Professional Alliance, Inc. 2003 - Present
Cambridge Investment Research 2003 - Present
Trusted Securities Advisors Corp. 1999 - 2002
Sun Life Financial 1997 - 1999
Phoenix Life Insurance Company 1994 - 1997
MarComm Training and Compliance 1991 - 1994
Pioneer Financial Bank 1984 - 1991
Skills
Executive Management, Strategic Planning
Education
Northeastern University 1977 — 1981
Master of Business Administration (MBA), Accounting and Finance
Stonehill College 1970 — 1974
BS, Chemistry
The Professional Alliance, Inc. 2003 - Present
Cambridge Investment Research 2003 - Present
Trusted Securities Advisors Corp. 1999 - 2002
Sun Life Financial 1997 - 1999
Phoenix Life Insurance Company 1994 - 1997
MarComm Training and Compliance 1991 - 1994
Pioneer Financial Bank 1984 - 1991
Skills
Executive Management, Strategic Planning
Education
Northeastern University 1977 — 1981
Master of Business Administration (MBA), Accounting and Finance
Stonehill College 1970 — 1974
BS, Chemistry
Michele Paser's Cambridge Investment Research Experience September 2012 - October 2012
Job Business Manager at goCharge
Industry Online Media
Experience
goCharge April 2015 - Present
SIFMA January 2015 - March 2015
gocharge 2015 - 2015
Cushman & Wakefield May 2014 - June 2014
Dean Draznin Communications September 2013 - November 2013
Dean Draznin Communitcations June 2013 - August 2013
Cambridge Investment Research September 2012 - October 2012
Motema September 2011 - January 2012
Apple SOHO INC October 2008 - July 2011
Universal Republic Records September 2010 - December 2010
Skills
Facebook, Social Media, Digital Marketing, Blogging, Press Releases, Marketing, Google Analytics, Newsletters, Social Media Marketing, Social Networking, Digital Media, Event Management, Digital Strategy, Public Relations, Email Marketing, Management
Education
State University of New York College at Purchase 2006 — 2010
Bachelor's Degree of Fine Arts, Arts Management
Institue for Collaborative Education 2001 — 2006
High School Diploma
goCharge April 2015 - Present
SIFMA January 2015 - March 2015
gocharge 2015 - 2015
Cushman & Wakefield May 2014 - June 2014
Dean Draznin Communications September 2013 - November 2013
Dean Draznin Communitcations June 2013 - August 2013
Cambridge Investment Research September 2012 - October 2012
Motema September 2011 - January 2012
Apple SOHO INC October 2008 - July 2011
Universal Republic Records September 2010 - December 2010
Skills
Facebook, Social Media, Digital Marketing, Blogging, Press Releases, Marketing, Google Analytics, Newsletters, Social Media Marketing, Social Networking, Digital Media, Event Management, Digital Strategy, Public Relations, Email Marketing, Management
Education
State University of New York College at Purchase 2006 — 2010
Bachelor's Degree of Fine Arts, Arts Management
Institue for Collaborative Education 2001 — 2006
High School Diploma
Peggy Bergan ChFC, CLU, AEP Peggy Bergan ChFC, CLU, AEP's Cambridge Investment Research Experience October 2011 - Present
Job Independent Financial Advisor at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research October 2011 - Present
Vineyard Wealth Management LLC January 2006 - Present
Vineyard Financial Group January 2006 - Present
sheknows.com June 2010 - August 2011
Geneos Wealth Management 2006 - 2011
Necessary Comfort 2009 - 2010
New England Securities April 2002 - January 2006
American Express Financial Advisors August 2000 - May 2001
IDS Life Insurance Company August 2000 - May 2001
Skills
Strategic Financial..., Strategic Planning, Financial Advisory, Insurance, Finance, Disability Insurance, Retirement Planning, Long-term Care, Investment Advisory, Retirement, Estate Planning, Wealth Management, Financial Planners, Investments
Education
National Association of Estate Planners & Councils through The American College 2007 — 2008
AEP, Estate Planning
The American College 2004 — 2006
ChFC,CLU, Financial Planning
Cambridge Investment Research October 2011 - Present
Vineyard Wealth Management LLC January 2006 - Present
Vineyard Financial Group January 2006 - Present
sheknows.com June 2010 - August 2011
Geneos Wealth Management 2006 - 2011
Necessary Comfort 2009 - 2010
New England Securities April 2002 - January 2006
American Express Financial Advisors August 2000 - May 2001
IDS Life Insurance Company August 2000 - May 2001
Skills
Strategic Financial..., Strategic Planning, Financial Advisory, Insurance, Finance, Disability Insurance, Retirement Planning, Long-term Care, Investment Advisory, Retirement, Estate Planning, Wealth Management, Financial Planners, Investments
Education
National Association of Estate Planners & Councils through The American College 2007 — 2008
AEP, Estate Planning
The American College 2004 — 2006
ChFC,CLU, Financial Planning
Darren Limesand, AIF® Darren Limesand, AIF®'s Cambridge Investment Research Experience 2009 - 2014
Job Financial Advisor to Small Businesses
Industry Financial Services
Experience
Darren Limesand Financial September 2009 - Present
Cambridge Investment Research 2009 - 2014
Dakota Community Bank December 2003 - June 2009
Wells Fargo Bank May 1999 - December 2003
Education
Montana State University-Bozeman 1980 — 1985
Bachelor's degree, Agricultural Business and Management
Darren Limesand Financial September 2009 - Present
Cambridge Investment Research 2009 - 2014
Dakota Community Bank December 2003 - June 2009
Wells Fargo Bank May 1999 - December 2003
Education
Montana State University-Bozeman 1980 — 1985
Bachelor's degree, Agricultural Business and Management
Bradford Thorn's Cambridge Investment Research Experience February 2013 - Present
Job Quality Assurance Automation Specialist at Cambridge Investment Research
Industry Computer Software
Experience
Cambridge Investment Research February 2013 - Present
Chappell Studios June 2008 - August 2008
Iowa State University August 2007 - December 2007
8th Judicial District Department of Corrections May 2007 - August 2007
Skills
C#, Java, Selenium, JavaScript, Requirements Analysis, XML, Windows, Linux, PHP, CSS, SQL, Apache 2, TCP/IP, JSP, JSF, HTML 5, UDP, Assembly Language, Servlets, Software Engineering, Information Security, jQuery, AJAX, HTML5, Spring, .NET
Education
Maharishi University of Management 2012 — 2014
Master's Degree, Computer Science, 3.4
Iowa State University 2006 — 2010
Bachelor of Arts (B.A.), Political Science
Cambridge Investment Research February 2013 - Present
Chappell Studios June 2008 - August 2008
Iowa State University August 2007 - December 2007
8th Judicial District Department of Corrections May 2007 - August 2007
Skills
C#, Java, Selenium, JavaScript, Requirements Analysis, XML, Windows, Linux, PHP, CSS, SQL, Apache 2, TCP/IP, JSP, JSF, HTML 5, UDP, Assembly Language, Servlets, Software Engineering, Information Security, jQuery, AJAX, HTML5, Spring, .NET
Education
Maharishi University of Management 2012 — 2014
Master's Degree, Computer Science, 3.4
Iowa State University 2006 — 2010
Bachelor of Arts (B.A.), Political Science
Andy Rampersaud Andy Rampersaud's Cambridge Investment Research Experience May 2010 - July 2014
Job CRPC, Independent Wealth Manager
Industry Financial Services
Experience
Rampersaud Wealth Management July 2014 - Present
Cambridge Investment Research May 2010 - July 2014
Ameriprise Financial Services, Inc. May 2002 - May 2010
Skills
Retirement Planning, Estate Planning, Series 7, Finance, Wealth, Variable Annuities, Personal Financial..., Investments, Fixed Annuities, Insurance, Long-term Care, Small Business, Personal Finance, Education Funding, Mutual Funds, Asset Allocation, Protection..., Investment Advisory, IRAs, 401k Rollovers, Term Life Insurance, Alternative Investments, Portfolio Management, Retirement, Financial Advisory, Financial Planning, Asset Management, Securities, Financial Services
Education
College for Financial Planning
CRPC, Retirement Planning
Queens College
Business
Rampersaud Wealth Management July 2014 - Present
Cambridge Investment Research May 2010 - July 2014
Ameriprise Financial Services, Inc. May 2002 - May 2010
Skills
Retirement Planning, Estate Planning, Series 7, Finance, Wealth, Variable Annuities, Personal Financial..., Investments, Fixed Annuities, Insurance, Long-term Care, Small Business, Personal Finance, Education Funding, Mutual Funds, Asset Allocation, Protection..., Investment Advisory, IRAs, 401k Rollovers, Term Life Insurance, Alternative Investments, Portfolio Management, Retirement, Financial Advisory, Financial Planning, Asset Management, Securities, Financial Services
Education
College for Financial Planning
CRPC, Retirement Planning
Queens College
Business
Kevin Kennedy, CPA Kevin Kennedy, CPA's Cambridge Investment Research Experience June 2003 - September 2014
Job President at Kennedy Wealth and Tax Management, Inc.
Industry Financial Services
Experience
Kennedy Wealth and Tax Management, Inc. September 2014 - Present
Kennedy & Company, P.C. 1995 - Present
Cambridge Investment Research June 2003 - September 2014
Skills
Wealth Management, Financial Planners, Financial Advisory, Series 63, Insurance, Securities, Retirement Planning, Tax, Finance, Financial Services, Financial Analysis, FINRA, Strategic Financial..., Estate Planning, Income Tax
Education
The University of Connecticut School of Business 1987 — 1991
B.S., Accounting
University of Connecticut 1987 — 1991
B.S., Accounting
Kennedy Wealth and Tax Management, Inc. September 2014 - Present
Kennedy & Company, P.C. 1995 - Present
Cambridge Investment Research June 2003 - September 2014
Skills
Wealth Management, Financial Planners, Financial Advisory, Series 63, Insurance, Securities, Retirement Planning, Tax, Finance, Financial Services, Financial Analysis, FINRA, Strategic Financial..., Estate Planning, Income Tax
Education
The University of Connecticut School of Business 1987 — 1991
B.S., Accounting
University of Connecticut 1987 — 1991
B.S., Accounting
Richard Nadler Richard Nadler's Cambridge Investment Research Experience September 2005 - 2009
Job Principal and CFP, CPA, at Keeler & Nadler Financial Planning
Industry Financial Services
Experience
Keeler & Nadler Financial Planning 2009 - Present
Cambridge Investment Research September 2005 - 2009
Royal Alliance Associates August 1999 - August 2005
JP Morgan Chase August 1989 - August 1999
Skills
Retirement Planning, Financial Planning, Strategic Financial..., High Net Worth..., Asset Allocation, Accounting, Financial Analysis, Retirement, Financial Reporting, Tax, Certified Financial..., Investments, Financial Planners, Mutual Funds, Investment Advisory, Estate Planning, Cash Management, Business Valuation, Finance, Asset Management, CPA, Financial Advisory, Investment Management, 401k, Financial Services, Cash Flow, Treasury Management
Education
Washington University in St. Louis 1988 — 1989
MBA, Business
Southeast Missouri State University
Keeler & Nadler Financial Planning 2009 - Present
Cambridge Investment Research September 2005 - 2009
Royal Alliance Associates August 1999 - August 2005
JP Morgan Chase August 1989 - August 1999
Skills
Retirement Planning, Financial Planning, Strategic Financial..., High Net Worth..., Asset Allocation, Accounting, Financial Analysis, Retirement, Financial Reporting, Tax, Certified Financial..., Investments, Financial Planners, Mutual Funds, Investment Advisory, Estate Planning, Cash Management, Business Valuation, Finance, Asset Management, CPA, Financial Advisory, Investment Management, 401k, Financial Services, Cash Flow, Treasury Management
Education
Washington University in St. Louis 1988 — 1989
MBA, Business
Southeast Missouri State University
Donald Vecchiolla's Cambridge Investment Research Experience June 2013 - Present
Job Director Enterprise Architecture at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research June 2013 - Present
Fiserv Investment Services January 2009 - 2013
Citi Wealth Management September 2006 - December 2008
Solomon Smith Barney / Citigroup July 2000 - September 2006
Bear Stearns &Co. July 1999 - July 2000
Oppenheimer Capital March 1996 - June 1999
Government September 1976 - March 1996
Skills
Enterprise Architecture, SDLC, Program Management, Investment Banking, Architecture, Cross-functional Team..., Software Development, SOA, Data Center, PMO, Web Services, Agile Methodologies, Software Project..., Disaster Recovery, Project Management, Product Management, Requirements Gathering, Business Analysis, Requirements Analysis, Certified SCRUM Master, Unix, Strategy, Business Process, Architectures, Scrum
Education
New York University 1979 — 1982
Masters, Financial Management and Organization Development
Kansas Wesleyan University 1969 — 1972
BA, Philosophy / English
Cambridge Investment Research June 2013 - Present
Fiserv Investment Services January 2009 - 2013
Citi Wealth Management September 2006 - December 2008
Solomon Smith Barney / Citigroup July 2000 - September 2006
Bear Stearns &Co. July 1999 - July 2000
Oppenheimer Capital March 1996 - June 1999
Government September 1976 - March 1996
Skills
Enterprise Architecture, SDLC, Program Management, Investment Banking, Architecture, Cross-functional Team..., Software Development, SOA, Data Center, PMO, Web Services, Agile Methodologies, Software Project..., Disaster Recovery, Project Management, Product Management, Requirements Gathering, Business Analysis, Requirements Analysis, Certified SCRUM Master, Unix, Strategy, Business Process, Architectures, Scrum
Education
New York University 1979 — 1982
Masters, Financial Management and Organization Development
Kansas Wesleyan University 1969 — 1972
BA, Philosophy / English
Sue Frisbie Sue Frisbie's Cambridge Investment Research Experience December 2007 - July 2011
Job Executive Assistant at Centerpoint Investment Strategies
Industry Financial Services
Experience
Centerpoint Investment Strategies October 2011 - Present
Cambridge Investment Research December 2007 - July 2011
West Liberty Foods January 2003 - February 2006
Meritor Employees Credit Union 1996 - 2003
Skills
Coaching, Access, Outlook, Microsoft Excel, Budget, Quickbooks, PowerPoint, Word, Budgets
Education
Kirkwood Community College 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Accounting and Finance
North Mahaska High School 1976 — 1977
diploma, General
Centerpoint Investment Strategies October 2011 - Present
Cambridge Investment Research December 2007 - July 2011
West Liberty Foods January 2003 - February 2006
Meritor Employees Credit Union 1996 - 2003
Skills
Coaching, Access, Outlook, Microsoft Excel, Budget, Quickbooks, PowerPoint, Word, Budgets
Education
Kirkwood Community College 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Accounting and Finance
North Mahaska High School 1976 — 1977
diploma, General
Glenn Seibel Glenn Seibel's Cambridge Investment Research Experience April 2008 - Present
Job Financial Planner at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research April 2008 - Present
Orion Financial Group Bemidji April 1996 - Present
Royal Alliance Associates INC April 1996 - March 2008
American Express Financial Advisors August 1982 - April 2006
Edina Schools August 1969 - June 1982
Education
The University of North Dakota 1967 — 1971
M Ed, Education, Chemistry
The University of North Dakota 1963 — 1969
BS, Chemistry, Education
Cambridge Investment Research April 2008 - Present
Orion Financial Group Bemidji April 1996 - Present
Royal Alliance Associates INC April 1996 - March 2008
American Express Financial Advisors August 1982 - April 2006
Edina Schools August 1969 - June 1982
Education
The University of North Dakota 1967 — 1971
M Ed, Education, Chemistry
The University of North Dakota 1963 — 1969
BS, Chemistry, Education
Sarah Gotto Sarah Gotto's Cambridge Investment Research Experience July 2012 - July 2013
Job Graphic Designer at Boyd Gaming
Industry Graphic Design
Experience
Boyd Gaming July 2013 - Present
Cambridge Investment Research July 2012 - July 2013
Hy Vee October 2008 - July 2012
McGraw-Hill Higher Education May 2010 - August 2011
Skills
InDesign, Adobe Illustrator, Adobe Photoshop, Dreamweaver, Microsoft Office, Graphic Design, Public Relations, Marketing, Advertising, Social Media, Adobe Acrobat, Eblasts, Customer Service, Editing, Adobe Creative Suite, HTML emails, Microsoft CRM, Microsoft Excel, Corporate Communications, PowerPoint, Microsoft Word, Corporate Branding, Photoshop
Education
Loras College 2008 — 2012
Bachelor of Arts (BA), Graphic Design; Public Relations
Beckman High School 2004 — 2008
High School Diploma
Boyd Gaming July 2013 - Present
Cambridge Investment Research July 2012 - July 2013
Hy Vee October 2008 - July 2012
McGraw-Hill Higher Education May 2010 - August 2011
Skills
InDesign, Adobe Illustrator, Adobe Photoshop, Dreamweaver, Microsoft Office, Graphic Design, Public Relations, Marketing, Advertising, Social Media, Adobe Acrobat, Eblasts, Customer Service, Editing, Adobe Creative Suite, HTML emails, Microsoft CRM, Microsoft Excel, Corporate Communications, PowerPoint, Microsoft Word, Corporate Branding, Photoshop
Education
Loras College 2008 — 2012
Bachelor of Arts (BA), Graphic Design; Public Relations
Beckman High School 2004 — 2008
High School Diploma
Vernon E. Bass Vernon E. Bass's Cambridge Investment Research Experience 2013 - Present
Job Prosper Wealth Advisors, Inc. at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research 2013 - Present
Cambridge Investment Research September 2008 - Present
Cambridge Investment Research 2008 - Present
Wilderness Emergency Medical Technician 2002 - Present
Cambridge Investment Research 2008 - 2014
Skills
Strategic Financial..., Series 7, IRAs, Mutual Funds, Investments, Investment Strategies, Financial Analysis, 401k, Financial Services, Investment Management, Investment Advisory, Securities, Financial Advisory, ETFs, Certified Financial..., Retirement Planning, Wealth Management, Retirement, Estate Planning, Retirement Savings, 401k Rollovers, Portfolio Management, Customer Service, Wealth, Equities
Education
University of Colorado Boulder 1971 — 1973
Finance and Financial Management Services
Oklahoma City University
Finance, General
Cambridge Investment Research 2013 - Present
Cambridge Investment Research September 2008 - Present
Cambridge Investment Research 2008 - Present
Wilderness Emergency Medical Technician 2002 - Present
Cambridge Investment Research 2008 - 2014
Skills
Strategic Financial..., Series 7, IRAs, Mutual Funds, Investments, Investment Strategies, Financial Analysis, 401k, Financial Services, Investment Management, Investment Advisory, Securities, Financial Advisory, ETFs, Certified Financial..., Retirement Planning, Wealth Management, Retirement, Estate Planning, Retirement Savings, 401k Rollovers, Portfolio Management, Customer Service, Wealth, Equities
Education
University of Colorado Boulder 1971 — 1973
Finance and Financial Management Services
Oklahoma City University
Finance, General
Alison Hite's Cambridge Investment Research Experience May 2014 - June 2015
Job Communications Coordinator at Monroe County Hospital & Clinics
Industry Graphic Design
Experience
Monroe County Hospital & Clinics June 2015 - Present
Cambridge Investment Research May 2014 - June 2015
Kum & Go July 2010 - May 2014
Iowa State Women's Basketball September 2012 - May 2013
Iowa State Daily August 2011 - May 2012
Skills
Graphic Design, Photography, Photoshop, InDesign, Illustrator, Customer Service, Illustration, Corporate Identity, Logo Design, Product Design, Advertising, Adobe Creative Suite, Typography, Posters, Layout, Dreamweaver, Storyboarding
Education
Iowa State University 2010 — 2014
Bachelor's Degree, Graphic Design
Monroe County Hospital & Clinics June 2015 - Present
Cambridge Investment Research May 2014 - June 2015
Kum & Go July 2010 - May 2014
Iowa State Women's Basketball September 2012 - May 2013
Iowa State Daily August 2011 - May 2012
Skills
Graphic Design, Photography, Photoshop, InDesign, Illustrator, Customer Service, Illustration, Corporate Identity, Logo Design, Product Design, Advertising, Adobe Creative Suite, Typography, Posters, Layout, Dreamweaver, Storyboarding
Education
Iowa State University 2010 — 2014
Bachelor's Degree, Graphic Design
Nick Wu Nick Wu's Cambridge Investment Research Experience 2001 - 2003
Job First Vice President at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch August 2007 - Present
Oklahoma City University 2006 - 2009
Wachovia Securities 2003 - 2007
Cambridge Investment Research 2001 - 2003
AXA Advisors 1993 - 2001
Ernst & Young 1990 - 1991
Chung Sing ( Swiss) Investments Ltd 1989 - 1990
Skills
Investments, Options, Investment Management, Investment Advisory, Mutual Funds, Financial Modeling, Private Equity, Asset Allocation, Equities, Strategic Financial..., Wealth Management, Hedge Funds, Securities, Valuation, Financial Advisory, Portfolio Management, Investment Strategies, Alternative Investments, Asset Managment, Financial Analysis, China Business..., Asset Management, Strategy, Wealth, Investment Banking, Wealth Management..., 401k, Economics, Leadership, Finance, Retirement, Retirement Planning, Series 63, Series 7, Financial Planning
Education
Oklahoma City University 1991 — 1993
MBA, Finance
Sun Yat-Sen University 1986 — 1989
Masters, International Economics
Princeton University 1986 — 1986
Chinese Economy
Merrill Lynch August 2007 - Present
Oklahoma City University 2006 - 2009
Wachovia Securities 2003 - 2007
Cambridge Investment Research 2001 - 2003
AXA Advisors 1993 - 2001
Ernst & Young 1990 - 1991
Chung Sing ( Swiss) Investments Ltd 1989 - 1990
Skills
Investments, Options, Investment Management, Investment Advisory, Mutual Funds, Financial Modeling, Private Equity, Asset Allocation, Equities, Strategic Financial..., Wealth Management, Hedge Funds, Securities, Valuation, Financial Advisory, Portfolio Management, Investment Strategies, Alternative Investments, Asset Managment, Financial Analysis, China Business..., Asset Management, Strategy, Wealth, Investment Banking, Wealth Management..., 401k, Economics, Leadership, Finance, Retirement, Retirement Planning, Series 63, Series 7, Financial Planning
Education
Oklahoma City University 1991 — 1993
MBA, Finance
Sun Yat-Sen University 1986 — 1989
Masters, International Economics
Princeton University 1986 — 1986
Chinese Economy
Amanda Waugh Amanda Waugh's Cambridge Investment Research Experience May 2012 - February 2013
Job Administrative Assistant at MidAmerica Securities Management
Industry Financial Services
Experience
MidAmerica Securities Management March 2013 - Present
Cambridge Investment Research May 2012 - February 2013
Cambridge Investment Research November 2009 - May 2012
Cambridge Investment Research 2009 - 2012
KYOU FOX 15 September 2008 - October 2009
Urbandale Family Physicians 2003 - 2006
Skills
Marketing Communications, Microsoft Office, Targeted Advertising, Marketing Research, Financial Services, Public Relations, Social Media, PowerPoint, Microsoft Excel, Sales, Customer Service, Microsoft Word, Marketing
Education
Pekin
Simpson College
BS, Marketing
MidAmerica Securities Management March 2013 - Present
Cambridge Investment Research May 2012 - February 2013
Cambridge Investment Research November 2009 - May 2012
Cambridge Investment Research 2009 - 2012
KYOU FOX 15 September 2008 - October 2009
Urbandale Family Physicians 2003 - 2006
Skills
Marketing Communications, Microsoft Office, Targeted Advertising, Marketing Research, Financial Services, Public Relations, Social Media, PowerPoint, Microsoft Excel, Sales, Customer Service, Microsoft Word, Marketing
Education
Pekin
Simpson College
BS, Marketing
Andrea Larsen's Cambridge Investment Research Experience May 2014 - May 2015
Job Industrial Engineer at DSC Logistics
Industry Mechanical or Industrial Engineering
Experience
DSC Logistics June 2015 - Present
Cambridge Investment Research May 2014 - May 2015
Ice-O-Matic May 2013 - August 2013
Iowa State University January 2012 - January 2013
Iowa State University June 2012 - July 2012
G4 Technologies Corporation May 2011 - August 2011
Office Max May 2010 - August 2011
Skills
Teamwork, Customer Service, Public Speaking, Organization, Presentations, Leadership, Process Improvement, Business Process Mapping, Visio, Improvement Kata, Microsoft Office, Microsoft Word, PowerPoint, Business Process..., Microsoft Excel, English, Project Planning, Lean Tools, Lean Thinking, Six Sigma, Continuous Improvement
Education
Iowa State University 2011 — 2015
Bachelor’s Degree, Industrial and Manufacturing Systems Engineering
DSC Logistics June 2015 - Present
Cambridge Investment Research May 2014 - May 2015
Ice-O-Matic May 2013 - August 2013
Iowa State University January 2012 - January 2013
Iowa State University June 2012 - July 2012
G4 Technologies Corporation May 2011 - August 2011
Office Max May 2010 - August 2011
Skills
Teamwork, Customer Service, Public Speaking, Organization, Presentations, Leadership, Process Improvement, Business Process Mapping, Visio, Improvement Kata, Microsoft Office, Microsoft Word, PowerPoint, Business Process..., Microsoft Excel, English, Project Planning, Lean Tools, Lean Thinking, Six Sigma, Continuous Improvement
Education
Iowa State University 2011 — 2015
Bachelor’s Degree, Industrial and Manufacturing Systems Engineering
Colleen Bell's Cambridge Investment Research Experience August 2014 - Present
Job 1st VP, Retirement and Wealth Strategies at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. November 2014 - Present
Cambridge Investment Research August 2014 - Present
Cambridge Investment Research December 2011 - Present
Cambridge Investment Research March 2006 - November 2011
Cambridge Investment Research Advisors, Inc. November 2010 - January 2011
Aspen Partners, Ltd. 2005 - 2006
Securities and Exchange Commission 2002 - 2005
Skills
FINRA, Investment Advisory, Series 7, 401k, Retirement, Series 66, Series 24, Securities
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science (B.S.), Management Information Systems, General
Cambridge Investment Research, Inc. November 2014 - Present
Cambridge Investment Research August 2014 - Present
Cambridge Investment Research December 2011 - Present
Cambridge Investment Research March 2006 - November 2011
Cambridge Investment Research Advisors, Inc. November 2010 - January 2011
Aspen Partners, Ltd. 2005 - 2006
Securities and Exchange Commission 2002 - 2005
Skills
FINRA, Investment Advisory, Series 7, 401k, Retirement, Series 66, Series 24, Securities
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor of Science (B.S.), Management Information Systems, General
Filipe Navesse Filipe Navesse's Cambridge Investment Research Experience June 2014 - September 2014
Job Supervisor Partner Support Cambridge Investment Research, Inc
Industry Investment Management
Experience
Cambridge Investment Research, Inc August 2014 - Present
Cambridge Investment Research June 2014 - September 2014
Cambridge Investment Research, Inc. March 2013 - August 2014
Cambridge Investment Research, Inc March 2008 - February 2013
Cambridge Investment Research October 2006 - March 2008
Education
Escola da Frelimo
Maharishi University of Management
Master of Business Administration (MBA), Business Administration and Management, General
Cambridge Investment Research, Inc August 2014 - Present
Cambridge Investment Research June 2014 - September 2014
Cambridge Investment Research, Inc. March 2013 - August 2014
Cambridge Investment Research, Inc March 2008 - February 2013
Cambridge Investment Research October 2006 - March 2008
Education
Escola da Frelimo
Maharishi University of Management
Master of Business Administration (MBA), Business Administration and Management, General
Nick Dodson Nick Dodson's Cambridge Investment Research Experience December 2013 - Present
Job Associate Director
Industry Financial Services
Experience
Cambridge Investment Research December 2013 - Present
HON April 2012 - December 2013
Allsteel January 2012 - April 2012
The HON Company May 2011 - January 2012
YMCA May 2010 - May 2011
Memorial Union Hotel May 2010 - May 2011
Overland Sheepskin December 2007 - January 2010
Everybody's Whole Foods June 2005 - August 2007
Education
Iowa State University 2007 — 2011
Bachelor of Science, Accounting and Finance
Cambridge Investment Research December 2013 - Present
HON April 2012 - December 2013
Allsteel January 2012 - April 2012
The HON Company May 2011 - January 2012
YMCA May 2010 - May 2011
Memorial Union Hotel May 2010 - May 2011
Overland Sheepskin December 2007 - January 2010
Everybody's Whole Foods June 2005 - August 2007
Education
Iowa State University 2007 — 2011
Bachelor of Science, Accounting and Finance
Sam Nosbisch Sam Nosbisch's Cambridge Investment Research Experience January 2014 - Present
Job Continuous Improvement Consultant at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research January 2014 - Present
Iowa Army National Guard August 1995 - Present
Cambridge Investment Research June 2012 - December 2013
Pella Corporation August 2002 - April 2012
Ottumwa Community School District June 2000 - July 2002
Skills
Training, Team Building, Employee Training, Leadership, Management, Customer Service, Continuous Improvement, Operations Management, Leadership Development, Public Speaking, Coaching, Process Improvement, Inventory Management, Team Leadership, Series 7, Management Consulting, Military Operations, Military Training, Series 24, Strategic Planning, Microsoft Office
Education
Morningside College 1998 — 2002
Masters of Education, Behavior Disorders
William Penn University 1992 — 1997
Bachelor of Arts (BA), Elementary Education and Teaching
Cambridge Investment Research January 2014 - Present
Iowa Army National Guard August 1995 - Present
Cambridge Investment Research June 2012 - December 2013
Pella Corporation August 2002 - April 2012
Ottumwa Community School District June 2000 - July 2002
Skills
Training, Team Building, Employee Training, Leadership, Management, Customer Service, Continuous Improvement, Operations Management, Leadership Development, Public Speaking, Coaching, Process Improvement, Inventory Management, Team Leadership, Series 7, Management Consulting, Military Operations, Military Training, Series 24, Strategic Planning, Microsoft Office
Education
Morningside College 1998 — 2002
Masters of Education, Behavior Disorders
William Penn University 1992 — 1997
Bachelor of Arts (BA), Elementary Education and Teaching
CRAIG D. SNAVELY, ChFC®, CLU®, CASL®'s Cambridge Investment Research Experience January 2013 - Present
Job Insurance & Financial Advisor at Snavely Financial Group, LLC
Industry Financial Services
Experience
Snavely Financial Group, LLC. January 2011 - Present
Cambridge Investment Research January 2013 - Present
Lincoln Investment Planning August 2011 - December 2012
Farmers Insurance Group of Companies September 2005 - December 2010
Allegiant/National City Bank February 2002 - August 2005
New England Financial, A MetLife Company December 1998 - 2001
Farmers Insurance Group of Companies September 1977 - December 1998
Skills
Strategic Financial..., Estate Planning, Risk Management, Retirement Planning, Disability Insurance, Pensions, Small Business, Home/Condo/Renters/Landl..., Auto Insurance, IRAs, Retirement Income, Commercial Insurance, Long-term Care, Workers Compensation, Life Insurance, Mortgage Protection, Pension Max., 401k, 401k Rollovers, SEP IRA, Simple IRA, 403 b, 457 Plans, Education Funding, Investments, Stock Management, Fixed/Variable/Index..., Medicare Supplements, Medicare Advantage, Insurance, Financial Services, Fixed Annuities, Term Life Insurance, Wealth
Education
The American College 2003 — 2012
Chartered Financial Consultant, Chartered Life Underwriter, Chartered Advisor of Senior Living
Southeast Missouri State University 1973 — 1976
General Studies
Pattonville High 1969 — 1973
High School
Snavely Financial Group, LLC. January 2011 - Present
Cambridge Investment Research January 2013 - Present
Lincoln Investment Planning August 2011 - December 2012
Farmers Insurance Group of Companies September 2005 - December 2010
Allegiant/National City Bank February 2002 - August 2005
New England Financial, A MetLife Company December 1998 - 2001
Farmers Insurance Group of Companies September 1977 - December 1998
Skills
Strategic Financial..., Estate Planning, Risk Management, Retirement Planning, Disability Insurance, Pensions, Small Business, Home/Condo/Renters/Landl..., Auto Insurance, IRAs, Retirement Income, Commercial Insurance, Long-term Care, Workers Compensation, Life Insurance, Mortgage Protection, Pension Max., 401k, 401k Rollovers, SEP IRA, Simple IRA, 403 b, 457 Plans, Education Funding, Investments, Stock Management, Fixed/Variable/Index..., Medicare Supplements, Medicare Advantage, Insurance, Financial Services, Fixed Annuities, Term Life Insurance, Wealth
Education
The American College 2003 — 2012
Chartered Financial Consultant, Chartered Life Underwriter, Chartered Advisor of Senior Living
Southeast Missouri State University 1973 — 1976
General Studies
Pattonville High 1969 — 1973
High School
Madhurima Saxena's Cambridge Investment Research Experience November 2013 - June 2014
Job Software Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo June 2014 - Present
Cambridge Investment Research November 2013 - June 2014
Green Dot Corporation December 2010 - November 2013
LPL Financial December 2010 - December 2011
Tata Consultancy Services 2003 - 2010
Newgen Software Technologies Limited 2001 - 2003
Skills
Solution Architecture, WCF, Requirements Analysis, .NET, C#, MVC, AngularJS, ASP.NET, Enterprise Architecture, SDLC, Web Services, SOA, Software Project..., Agile Methodologies, Microsoft SQL Server, Scrum
Education
MNNIT 1999 — 2001
Master of Computer Applications (MCA), Computer Science
Wells Fargo June 2014 - Present
Cambridge Investment Research November 2013 - June 2014
Green Dot Corporation December 2010 - November 2013
LPL Financial December 2010 - December 2011
Tata Consultancy Services 2003 - 2010
Newgen Software Technologies Limited 2001 - 2003
Skills
Solution Architecture, WCF, Requirements Analysis, .NET, C#, MVC, AngularJS, ASP.NET, Enterprise Architecture, SDLC, Web Services, SOA, Software Project..., Agile Methodologies, Microsoft SQL Server, Scrum
Education
MNNIT 1999 — 2001
Master of Computer Applications (MCA), Computer Science
Kristi Rugg Kristi Rugg's Cambridge Investment Research Experience January 2012 - Present
Job Program and Event Coordinator Alzheimer's Association Greater Iowa Chapter
Industry Nonprofit Organization Management
Experience
Cambridge Investment Research January 2012 - Present
Alzheimer's Association, Greater Iowa Chapter 2013 - 2013
Cambridge Investment Research, Inc. March 2010 - January 2012
KYOU FOX 15 July 2009 - March 2010
Iowa City Press-Citizen October 2004 - December 2008
Skills
Corporate Training, Curriculum Development, Great Motivator, Contract, Team Leadership, Leadership Development, Marketing Strategy, Sales Management, Direct Sales, Sales Presentations, Presenter, Presentation Development, Persuasive Presentations, Presentation Coaching, Communication Skills, Educational Leadership, Training Delivery, Instructor-led Training, Train the Trainer..., Learning Management..., Account Management
Education
St. Ambrose University 1997 — 2001
B.A., Public Relations and Marketing
St. Ambrose University 1997 — 2001
Bachelor's degree, Public Relations and Marketing
St. Ambrose University 1997 — 2001
Bachelor's degree, Public Relations and Marketing
WACO Community High School
Cambridge Investment Research January 2012 - Present
Alzheimer's Association, Greater Iowa Chapter 2013 - 2013
Cambridge Investment Research, Inc. March 2010 - January 2012
KYOU FOX 15 July 2009 - March 2010
Iowa City Press-Citizen October 2004 - December 2008
Skills
Corporate Training, Curriculum Development, Great Motivator, Contract, Team Leadership, Leadership Development, Marketing Strategy, Sales Management, Direct Sales, Sales Presentations, Presenter, Presentation Development, Persuasive Presentations, Presentation Coaching, Communication Skills, Educational Leadership, Training Delivery, Instructor-led Training, Train the Trainer..., Learning Management..., Account Management
Education
St. Ambrose University 1997 — 2001
B.A., Public Relations and Marketing
St. Ambrose University 1997 — 2001
Bachelor's degree, Public Relations and Marketing
St. Ambrose University 1997 — 2001
Bachelor's degree, Public Relations and Marketing
WACO Community High School
Owen Gerard, CFA's Cambridge Investment Research Experience December 2011 - January 2013
Job Financial Analyst at Public Financial Management
Industry Financial Services
Experience
Public Financial Management, Inc. January 2014 - Present
ING Financial Partners December 2012 - January 2014
Cambridge Investment Research December 2011 - January 2013
Skills
Investments, Management, Wealth Management, Financial Advisory, Finance, Portfolio Management, Trading, Strategic Financial..., Retirement Planning, Mutual Funds, Financial Analysis
Education
University of Iowa 2010 — 2011
BBA, Finance
St. Ambrose University 2008 — 2010
Public Financial Management, Inc. January 2014 - Present
ING Financial Partners December 2012 - January 2014
Cambridge Investment Research December 2011 - January 2013
Skills
Investments, Management, Wealth Management, Financial Advisory, Finance, Portfolio Management, Trading, Strategic Financial..., Retirement Planning, Mutual Funds, Financial Analysis
Education
University of Iowa 2010 — 2011
BBA, Finance
St. Ambrose University 2008 — 2010
Sean Kessel Sean Kessel's Cambridge Investment Research Experience November 2009 - May 2010
Job Outside Sales for SupplyWorks
Industry Insurance
Experience
SupplyWorks April 2015 - Present
Knights of Columbus Insurance May 2014 - April 2015
Mel Foster Co Insurance Inc November 2011 - April 2014
Vandguard Distributing June 2010 - September 2011
Cambridge Investment Research November 2009 - May 2010
Skills
Health Insurance, Life Insurance, Employee Benefits, Risk Management, Marketing, Account Management, Property & Casualty..., Team Building, Strategic Planning, Commercial Insurance, Sales Management, Customer Service, Sales, Workers Compensation, Long-term Care, Disability Insurance, Term Life Insurance, Insurance, Outlook, Casualty, General Insurance, Commercial Lines, Underwriting, Fixed Annuities, Professional Liability, Retirement Planning, Retirement
Education
University of Dubuque 2004 — 2009
Bachelor of Business Administration (B.B.A.), Marketing, 3.0
SupplyWorks April 2015 - Present
Knights of Columbus Insurance May 2014 - April 2015
Mel Foster Co Insurance Inc November 2011 - April 2014
Vandguard Distributing June 2010 - September 2011
Cambridge Investment Research November 2009 - May 2010
Skills
Health Insurance, Life Insurance, Employee Benefits, Risk Management, Marketing, Account Management, Property & Casualty..., Team Building, Strategic Planning, Commercial Insurance, Sales Management, Customer Service, Sales, Workers Compensation, Long-term Care, Disability Insurance, Term Life Insurance, Insurance, Outlook, Casualty, General Insurance, Commercial Lines, Underwriting, Fixed Annuities, Professional Liability, Retirement Planning, Retirement
Education
University of Dubuque 2004 — 2009
Bachelor of Business Administration (B.B.A.), Marketing, 3.0
Tim Chopper Shea Tim Chopper Shea's Cambridge Investment Research Experience May 2010 - May 2011
Job Quad Cities Area Franchise Owner, localsloveus.com
Industry Marketing and Advertising
Experience
Locals Love Us Quad Cities Area May 2011 - Present
Cambridge Investment Research May 2010 - May 2011
Iowa State Center September 2004 - April 2008
The University of South Dakota June 2000 - March 2004
Skills
Social Media, Advertising, Marketing, Sales, Sales Management, Customer Service, Online Advertising, New Business Development, Strategic Planning, Marketing Communications, Social Media Marketing, Direct Sales, Marketing Strategy, Microsoft Office, Cold Calling, Account Management, Sales Presentations, Team Building, B2B
Education
The University of South Dakota 1996 — 2002
B.S.B.A Management, Business Management & Athletic Administration
Locals Love Us Quad Cities Area May 2011 - Present
Cambridge Investment Research May 2010 - May 2011
Iowa State Center September 2004 - April 2008
The University of South Dakota June 2000 - March 2004
Skills
Social Media, Advertising, Marketing, Sales, Sales Management, Customer Service, Online Advertising, New Business Development, Strategic Planning, Marketing Communications, Social Media Marketing, Direct Sales, Marketing Strategy, Microsoft Office, Cold Calling, Account Management, Sales Presentations, Team Building, B2B
Education
The University of South Dakota 1996 — 2002
B.S.B.A Management, Business Management & Athletic Administration
Ted Wallace Ted Wallace's Cambridge Investment Research Experience October 2011 - Present
Job Senior BA and QA at Cambridge Investment Research
Industry Health, Wellness and Fitness
Experience
Cambridge Investment Research October 2011 - Present
MAPI March 2007 - July 2010
MAPI November 2003 - March 2007
Skills
Compliance, SQL, SQL Server, Data Analysis, Unix
Education
Maharishi University of Management 1994 — 1998
M.S, Neuroscience
Maharishi University of Management 1992 — 1994
M.S., Computer Science
Cambridge Investment Research October 2011 - Present
MAPI March 2007 - July 2010
MAPI November 2003 - March 2007
Skills
Compliance, SQL, SQL Server, Data Analysis, Unix
Education
Maharishi University of Management 1994 — 1998
M.S, Neuroscience
Maharishi University of Management 1992 — 1994
M.S., Computer Science
Steven Ortega, AIF®'s Cambridge Investment Research Experience May 2013 - Present
Job Wealth Manager at Guidelight Financial
Industry Financial Services
Experience
Guidelight Financial May 2011 - Present
Cambridge Investment Research May 2013 - Present
Skills
Wealth Management, Strategic Financial..., Financial Services, Investments, 401k, Retirement Planning, Retirement, Finance, Asset Management, Defined Benefit, IRAs, Profit Sharing, Asset Managment, Strategy, Financial Advisory, Securities, Wealth Management..., Financial Planning, Management, Wealth, FINRA, Small Business, IRA Rollovers, SEP
Education
Queens College
Guidelight Financial May 2011 - Present
Cambridge Investment Research May 2013 - Present
Skills
Wealth Management, Strategic Financial..., Financial Services, Investments, 401k, Retirement Planning, Retirement, Finance, Asset Management, Defined Benefit, IRAs, Profit Sharing, Asset Managment, Strategy, Financial Advisory, Securities, Wealth Management..., Financial Planning, Management, Wealth, FINRA, Small Business, IRA Rollovers, SEP
Education
Queens College
Daniel Girard Jr Daniel Girard Jr's Cambridge Investment Research Experience January 2013 - Present
Job Financial Coach & Adviser | President & Founder of Girard Financial Group, LLC | Community & Industry Volunteer & Mentor
Industry Investment Management
Experience
Girard Financial Group, LLC January 1999 - Present
Cambridge Investment Research January 2013 - Present
NAIFA Massachusetts July 2010 - Present
National Financial Partners April 2005 - December 2012
Dolan Maloney & Melfa January 2003 - February 2008
Mutual of Omaha 1999 - 2004
Classic Envelope Inc. October 1997 - January 1999
Boston College September 1997 - November 1997
Worcester IceCats Hockey Team September 1996 - September 1997
Skills
Financial Swing Coach, Retirement, 401k, Disability Insurance, Life Insurance, Employee Benefits, Wealth Accumulation, Retirement Planning, Fixed Annuities, Wealth Management, Investments, IRAs, Long-term Care, Asset Allocation, Estate Planning, Money Finder, Defined Benefit, ERISA, Financial Advisory, Financial Services, Health Insurance, Mutual Funds, Insurance, Wealth, Securities, Finance, Financial Planners, Investment Advisory, Series 63, Strategic Financial..., Investment Strategies, Term Life Insurance
Education
Worcester State College 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Springfield College 1992 — 1993
Business
St. Peter-Marian 1988 — 1992
Girard Financial Group, LLC January 1999 - Present
Cambridge Investment Research January 2013 - Present
NAIFA Massachusetts July 2010 - Present
National Financial Partners April 2005 - December 2012
Dolan Maloney & Melfa January 2003 - February 2008
Mutual of Omaha 1999 - 2004
Classic Envelope Inc. October 1997 - January 1999
Boston College September 1997 - November 1997
Worcester IceCats Hockey Team September 1996 - September 1997
Skills
Financial Swing Coach, Retirement, 401k, Disability Insurance, Life Insurance, Employee Benefits, Wealth Accumulation, Retirement Planning, Fixed Annuities, Wealth Management, Investments, IRAs, Long-term Care, Asset Allocation, Estate Planning, Money Finder, Defined Benefit, ERISA, Financial Advisory, Financial Services, Health Insurance, Mutual Funds, Insurance, Wealth, Securities, Finance, Financial Planners, Investment Advisory, Series 63, Strategic Financial..., Investment Strategies, Term Life Insurance
Education
Worcester State College 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Springfield College 1992 — 1993
Business
St. Peter-Marian 1988 — 1992
Stephanie Chambers Stephanie Chambers's Cambridge Investment Research Experience June 2012 - May 2013
Job Marketing Director at Amrita Aromatherapy, Inc.
Industry Consumer Goods
Experience
Amrita Aromatherapy, Inc. February 2015 - Present
Merri Mysteries Inc. 1995 - Present
Cambridge Investment Research June 2012 - May 2013
Ardent Counseling Center August 2008 - May 2013
Acture Pty Ltd 1993 - 2008
Acture Pty Ltd 1990 - 2006
AMP 1992 - 1993
Quoin Technology 1991 - 1993
Skills
Technical Writing, Training & Development, Copywriting, SEO, Web Design, Editing, User Experience, Online Advertising, CSS, Public Speaking, Training, Photography, Usability Testing, Content Management, Blogging
Education
Chicago Portfolio School 2010 — 2011
Copywriting - Advertising
Maharishi University of Management 1984 — 1987
BSc, Physiology
Macquarie University 1982 — 1983
Biology and Psychology
Amrita Aromatherapy, Inc. February 2015 - Present
Merri Mysteries Inc. 1995 - Present
Cambridge Investment Research June 2012 - May 2013
Ardent Counseling Center August 2008 - May 2013
Acture Pty Ltd 1993 - 2008
Acture Pty Ltd 1990 - 2006
AMP 1992 - 1993
Quoin Technology 1991 - 1993
Skills
Technical Writing, Training & Development, Copywriting, SEO, Web Design, Editing, User Experience, Online Advertising, CSS, Public Speaking, Training, Photography, Usability Testing, Content Management, Blogging
Education
Chicago Portfolio School 2010 — 2011
Copywriting - Advertising
Maharishi University of Management 1984 — 1987
BSc, Physiology
Macquarie University 1982 — 1983
Biology and Psychology
Jefferson Challenger, MBA Jefferson Challenger, MBA's Cambridge Investment Research Experience January 2014 - Present
Job Senior Information Security Administrator at Cambridge Investment Research
Industry Information Technology and Services
Experience
Cambridge Investment Research January 2014 - Present
Network Security Services July 2013 - December 2013
Wells Fargo Home Mortgage August 2011 - August 2012
HONEYWELL INTERNATIONAL November 2008 - August 2011
DESKTOP CREATION November 2007 - October 2008
Rockwell Collins December 2006 - November 2007
MAYTAG CORPORATION November 2003 - November 2006
Rockwell Collins February 2000 - October 2001
Rockwell Collins August 1998 - October 2001
IBM February 1996 - August 1998
Skills
Testing, Security, Information Security..., Active Directory, Network Administration, Information Assurance, Linux server..., Unix Shell Scripting, Unix Administration, Unixware, Windows Server, SCO Unix, TCP/IP, Nmap, Security+, Unix, Integration, Vulnerability Assessment, Linux System..., Operating Systems, Information Security, Solaris, System Deployment, Troubleshooting, System Administration, Information Technology, CISSP
Education
University of Fairfax 2008 — 2016
Doctorate
Jones International University 2008 — 2010
MBA
dgs 1900 — 2010
University of Massachusetts Lowell 1985 — 1990
BSc
Roxbury Community College
Associates of Science
Cambridge Investment Research January 2014 - Present
Network Security Services July 2013 - December 2013
Wells Fargo Home Mortgage August 2011 - August 2012
HONEYWELL INTERNATIONAL November 2008 - August 2011
DESKTOP CREATION November 2007 - October 2008
Rockwell Collins December 2006 - November 2007
MAYTAG CORPORATION November 2003 - November 2006
Rockwell Collins February 2000 - October 2001
Rockwell Collins August 1998 - October 2001
IBM February 1996 - August 1998
Skills
Testing, Security, Information Security..., Active Directory, Network Administration, Information Assurance, Linux server..., Unix Shell Scripting, Unix Administration, Unixware, Windows Server, SCO Unix, TCP/IP, Nmap, Security+, Unix, Integration, Vulnerability Assessment, Linux System..., Operating Systems, Information Security, Solaris, System Deployment, Troubleshooting, System Administration, Information Technology, CISSP
Education
University of Fairfax 2008 — 2016
Doctorate
Jones International University 2008 — 2010
MBA
dgs 1900 — 2010
University of Massachusetts Lowell 1985 — 1990
BSc
Roxbury Community College
Associates of Science
Angie Allender Angie Allender's Cambridge Investment Research Experience September 2013 - Present
Job Operations Coordinator Cambridge Investments
Industry Government Administration
Experience
Cambridge Investment Research September 2013 - Present
Butler county Attorney's Office May 2013 - Present
Police Legal Sciences May 2000 - Present
Cambridge Investment Research 2013 - 2014
United States Postal Service February 2004 - May 2013
Skills
Government, Microsoft Office, Local Government, Public Speaking, Policy, Public Administration, Customer Service, Microsoft Word, Microsoft Excel, Data Entry, Emergency Management, Program Management, PowerPoint, Research, Outlook, Federal Government, Policy Analysis, Community Outreach, Strategic Planning, Nonprofits
Education
Iowa Wesleyan College 1995 — 1997
Bachelor of Science (BS), Elementary Education and Teaching
Washington High School 1982 — 1985
High School diploma, Business
Cambridge Investment Research September 2013 - Present
Butler county Attorney's Office May 2013 - Present
Police Legal Sciences May 2000 - Present
Cambridge Investment Research 2013 - 2014
United States Postal Service February 2004 - May 2013
Skills
Government, Microsoft Office, Local Government, Public Speaking, Policy, Public Administration, Customer Service, Microsoft Word, Microsoft Excel, Data Entry, Emergency Management, Program Management, PowerPoint, Research, Outlook, Federal Government, Policy Analysis, Community Outreach, Strategic Planning, Nonprofits
Education
Iowa Wesleyan College 1995 — 1997
Bachelor of Science (BS), Elementary Education and Teaching
Washington High School 1982 — 1985
High School diploma, Business
barney martin's Cambridge Investment Research Experience January 2000 - January 2002
Job CVPInvestment Management
Industry Investment Management
Experience
New york life March 2005 - Present
etg January 2002 - January 2005
Cambridge Investment Research January 2000 - January 2002
Education
La Salle University 1994 — 1998
New york life March 2005 - Present
etg January 2002 - January 2005
Cambridge Investment Research January 2000 - January 2002
Education
La Salle University 1994 — 1998
David Stakland's Cambridge Investment Research Experience February 2009 - Present
Job Sr. Quality Assurance Engineer at Cambridge Investment Research
Industry Computer Software
Experience
Cambridge Investment Research February 2009 - Present
Artselect, Inc. November 2000 - February 2009
HRSoft 1999 - 2000
Telegroup Inc November 1996 - November 1999
Technical Advances, Inc. 1991 - 1994
Fiberflex 1992 - 1993
Magnetics Research International 1986 - 1988
Skills
Scrum, Agile, Quality Assurance, SQL, MySQL, Test Automation, Test Planning, Software Quality..., Testing, Manual Testing, System Testing, Test Cases, Regression Testing, Test Management, Performance Testing, Product Development, Test Strategy, Microsoft Office, Agile Testing, Requirements Analysis, Databases, Agile Methodologies, Software Development
Education
Maharishi University of Management 1980 — 1986
BS, Electronic Engineering
Cambridge Investment Research February 2009 - Present
Artselect, Inc. November 2000 - February 2009
HRSoft 1999 - 2000
Telegroup Inc November 1996 - November 1999
Technical Advances, Inc. 1991 - 1994
Fiberflex 1992 - 1993
Magnetics Research International 1986 - 1988
Skills
Scrum, Agile, Quality Assurance, SQL, MySQL, Test Automation, Test Planning, Software Quality..., Testing, Manual Testing, System Testing, Test Cases, Regression Testing, Test Management, Performance Testing, Product Development, Test Strategy, Microsoft Office, Agile Testing, Requirements Analysis, Databases, Agile Methodologies, Software Development
Education
Maharishi University of Management 1980 — 1986
BS, Electronic Engineering
Shawn Wears, CFP®'s Cambridge Investment Research Experience June 2013 - May 2014
Job CERTIFIED FINANCIAL PLANNER™ practitioner at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment June 2015 - Present
tom+chee November 2013 - Present
Lincoln Investment June 2014 - June 2015
Cambridge Investment Research June 2013 - May 2014
Altegris Investments February 2011 - February 2013
Rydex Investments February 2008 - February 2011
Capital One January 2006 - December 2007
Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Alternative Investments, Series 7, Strategic Financial..., Securities, Asset Allocation, Team Building, Investment Strategies, Sales, Series 63, Financial Advisory, Separately Managed..., Financial Services, Insurance, FINRA, Management, Strategy, Finance, Investment Advisory, Banking, Loans, Uniform Combined State..., Communication, Retirement, Asset Management, ETFs, Entrepreneurship, Series 3, Series 66, Series 30, Portfolio Management, Financial Analysis, Equities
Education
Northwestern University 2014 — 2014
Certified Financial Planner Certificate, Finance and Financial Management Services
Ohio University 1997 — 2002
B.S., Sports Business
Dublin Scioto High School 1995 — 1997
Diploma, Business
Dublin Coffman High School 1993 — 1994
Diploma, Business
Lincoln Investment June 2015 - Present
tom+chee November 2013 - Present
Lincoln Investment June 2014 - June 2015
Cambridge Investment Research June 2013 - May 2014
Altegris Investments February 2011 - February 2013
Rydex Investments February 2008 - February 2011
Capital One January 2006 - December 2007
Skills
Investments, Mutual Funds, Wealth Management, Retirement Planning, Alternative Investments, Series 7, Strategic Financial..., Securities, Asset Allocation, Team Building, Investment Strategies, Sales, Series 63, Financial Advisory, Separately Managed..., Financial Services, Insurance, FINRA, Management, Strategy, Finance, Investment Advisory, Banking, Loans, Uniform Combined State..., Communication, Retirement, Asset Management, ETFs, Entrepreneurship, Series 3, Series 66, Series 30, Portfolio Management, Financial Analysis, Equities
Education
Northwestern University 2014 — 2014
Certified Financial Planner Certificate, Finance and Financial Management Services
Ohio University 1997 — 2002
B.S., Sports Business
Dublin Scioto High School 1995 — 1997
Diploma, Business
Dublin Coffman High School 1993 — 1994
Diploma, Business
David Carlisle's Cambridge Investment Research Experience December 2005 - Present
Job Director, Information Systems
Industry Financial Services
Experience
Cambridge Investment Research December 2005 - Present
Education
Maharishi University of Management 1974 — 1979
Cambridge Investment Research December 2005 - Present
Education
Maharishi University of Management 1974 — 1979
Doug Wadsworth's Cambridge Investment Research Experience April 2008 - Present
Job Supervisor, Business Process Engineer, at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research April 2008 - Present
GlobalTouch Telecom March 2006 - March 2008
Skills
Software Development, Process Improvement, Microsoft SQL Server, Business Analysis, SharePoint, Agile Methodologies, Visio, Requirements Analysis, SDLC, Software Documentation
Education
Maharishi University of Management 1984 — 1986
MS, Computer Science
Maharishi University of Management 1978 — 1980
MA, Higher Education Administration
Virginia Military Institute 1970 — 1974
BS, Physics
Cambridge Investment Research April 2008 - Present
GlobalTouch Telecom March 2006 - March 2008
Skills
Software Development, Process Improvement, Microsoft SQL Server, Business Analysis, SharePoint, Agile Methodologies, Visio, Requirements Analysis, SDLC, Software Documentation
Education
Maharishi University of Management 1984 — 1986
MS, Computer Science
Maharishi University of Management 1978 — 1980
MA, Higher Education Administration
Virginia Military Institute 1970 — 1974
BS, Physics
Laura Papera's Cambridge Investment Research Experience January 2009 - Present
Job Director of Marketing, Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research January 2009 - Present
Park Avenue Securities February 2004 - January 2009
Prudential Financial 1987 - 1998
Skills
Retirement Planning, Mutual Funds, Wealth Management, Series 7, Investments, Financial Planning, Financial Advisory, Investment Advisory, Securities, Asset Management
Education
Iowa State University 1980 — 1984
Bachelor of Arts (BA), Broadcast Journalism
Cambridge Investment Research January 2009 - Present
Park Avenue Securities February 2004 - January 2009
Prudential Financial 1987 - 1998
Skills
Retirement Planning, Mutual Funds, Wealth Management, Series 7, Investments, Financial Planning, Financial Advisory, Investment Advisory, Securities, Asset Management
Education
Iowa State University 1980 — 1984
Bachelor of Arts (BA), Broadcast Journalism
Sy Jacobs's Cambridge Investment Research Experience January 2004 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Cambridge Investment Research January 2004 - Present
American Association of Orthpedic Surgeons 1979 - 1983
Education
Miami University 1979 — 1982
Cambridge Investment Research January 2004 - Present
American Association of Orthpedic Surgeons 1979 - 1983
Education
Miami University 1979 — 1982
Tracy Duong's Cambridge Investment Research Experience May 2012 - Present
Job Investment Advisor Assistant at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research May 2012 - Present
Structural Wealth Management LLC March 2008 - August 2010
Skills
Portfolio Management
Education
University of California, Davis 1999 — 2003
Bachelor of Science, Computer Science
Cambridge Investment Research May 2012 - Present
Structural Wealth Management LLC March 2008 - August 2010
Skills
Portfolio Management
Education
University of California, Davis 1999 — 2003
Bachelor of Science, Computer Science
Erin (Johnson) Tomlinson's Cambridge Investment Research Experience 2011 - Present
Job Financial Advisor/coach, providing financial services, 401k review, risk assessment, and balancing your financial life.
Industry Financial Services
Experience
Tomlinson Financial March 2011 - Present
Cambridge Investment Research 2011 - Present
Raymond James Financial Services, Inc. October 1998 - March 2011
John G. Kinnard & Co. April 1988 - September 1998
US Bank 1984 - 1987
First Produce Bank 1979 - 1984
Skills
Business Management, Education, Investment Strategies, Retirement Income..., Transitions, Management, Retirement, Retirement Planning, Investments
Education
Metropolitan State University 1979 — 1982
B.A., Business and Psychology
University of Minnesota-Twin Cities
Business Administration and Management, General
Tomlinson Financial March 2011 - Present
Cambridge Investment Research 2011 - Present
Raymond James Financial Services, Inc. October 1998 - March 2011
John G. Kinnard & Co. April 1988 - September 1998
US Bank 1984 - 1987
First Produce Bank 1979 - 1984
Skills
Business Management, Education, Investment Strategies, Retirement Income..., Transitions, Management, Retirement, Retirement Planning, Investments
Education
Metropolitan State University 1979 — 1982
B.A., Business and Psychology
University of Minnesota-Twin Cities
Business Administration and Management, General
Bobbi Lauderman's Cambridge Investment Research Experience October 2011 - Present
Job Senior Business Analyst/Quality Assurance Specialist IS at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research October 2011 - Present
Cambridge Investment Research October 2010 - October 2011
Cambridge Investment Research August 2005 - September 2010
Eagle One Investments, LLC October 2002 - July 2005
Eagle One Investments May 2002 - July 2005
Skills
Series 7, FINRA, Strategy, Strategic Financial..., Series 63, Mutual Funds, Securities, Risk Management, Financial Services, Financial Planning, Management, Agile Methodologies, Agile Testing, BABOK, Scrum, SQL, Visio, UML, Domain Modeling, Process Modeling, Finance, Mind Mapping, Agile & Waterfall..., Agile Project Management, CSM, CSPO, SEC
Education
Iowa State University - College of Business 1996 — 2000
Business Administration, Finance
Washington High School 1994 — 1996
Cambridge Investment Research October 2011 - Present
Cambridge Investment Research October 2010 - October 2011
Cambridge Investment Research August 2005 - September 2010
Eagle One Investments, LLC October 2002 - July 2005
Eagle One Investments May 2002 - July 2005
Skills
Series 7, FINRA, Strategy, Strategic Financial..., Series 63, Mutual Funds, Securities, Risk Management, Financial Services, Financial Planning, Management, Agile Methodologies, Agile Testing, BABOK, Scrum, SQL, Visio, UML, Domain Modeling, Process Modeling, Finance, Mind Mapping, Agile & Waterfall..., Agile Project Management, CSM, CSPO, SEC
Education
Iowa State University - College of Business 1996 — 2000
Business Administration, Finance
Washington High School 1994 — 1996
Alex Swanstrom's Cambridge Investment Research Experience 2007 - 2008
Job Compliance
Industry Financial Services
Experience
Cambridge March 2014 - Present
Waddell & Reed April 2010 - February 2014
VSR Financial Services 2008 - April 2010
Cambridge Investment Research 2007 - 2008
Education
Simpson College 2003 — 2007
Bachelors, Economics
Cambridge March 2014 - Present
Waddell & Reed April 2010 - February 2014
VSR Financial Services 2008 - April 2010
Cambridge Investment Research 2007 - 2008
Education
Simpson College 2003 — 2007
Bachelors, Economics
Jennifer Klocke's Cambridge Investment Research Experience August 2014 - Present
Job Associate Director, Corporate Legal at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research August 2014 - Present
Ada County August 2009 - August 2014
US Securities and Exchange Commission June 2008 - August 2008
DST Securities April 2000 - August 2006
DST Systems March 1996 - August 2006
Skills
Legal Writing, Legal Research, Courts, Statutory Interpretation, Trials, Securities, Civil Litigation, Tax Forms, Legal Assistance, Hearings, Securities Regulation, Criminal Law, Pensions, Consumer Law, Mutual Funds, Westlaw, FINRA, Post-Conviction Relief, 401k, Contract Law, Anti Money Laundering, Legal Compliance, Regulatory Compliance, Arbitration
Education
University of Idaho College of Law 2006 — 2009
J.D., Law
University of Northern Iowa
B.A., English
Cambridge Investment Research August 2014 - Present
Ada County August 2009 - August 2014
US Securities and Exchange Commission June 2008 - August 2008
DST Securities April 2000 - August 2006
DST Systems March 1996 - August 2006
Skills
Legal Writing, Legal Research, Courts, Statutory Interpretation, Trials, Securities, Civil Litigation, Tax Forms, Legal Assistance, Hearings, Securities Regulation, Criminal Law, Pensions, Consumer Law, Mutual Funds, Westlaw, FINRA, Post-Conviction Relief, 401k, Contract Law, Anti Money Laundering, Legal Compliance, Regulatory Compliance, Arbitration
Education
University of Idaho College of Law 2006 — 2009
J.D., Law
University of Northern Iowa
B.A., English
Doug Cozad's Cambridge Investment Research Experience August 2006 - Present
Job Registered Principal at Cambridge Investment Research
Industry Investment Management
Experience
Accord Benefit Resources January 1991 - Present
Accord Financial Strategies January 1995 - Present
Cambridge Investment Research August 2006 - Present
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1973 — 1976
M B A, Finance and Marketing
University of Minnesota-Twin Cities 1966 — 1970
Bachelor's of Science, Chemical Engineering
Accord Benefit Resources January 1991 - Present
Accord Financial Strategies January 1995 - Present
Cambridge Investment Research August 2006 - Present
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1973 — 1976
M B A, Finance and Marketing
University of Minnesota-Twin Cities 1966 — 1970
Bachelor's of Science, Chemical Engineering
Joe Dowd's Cambridge Investment Research Experience May 2008 - Present
Job Solutions Architect
Industry Information Technology and Services
Experience
Cambridge Investment Research May 2008 - Present
Cambridge Investment Research May 2008 - July 2010
Cambridge Investment Research June 2008 - June 2010
Raytheon November 2007 - May 2008
Avnet 2005 - 2006
Charming Shoppes March 2005 - September 2005
Liberty Mutual January 2004 - December 2004
AdvancePCS January 2003 - April 2003
WPS July 2002 - October 2002
NCS Pearson July 2001 - April 2002
Skills
SDLC, UML, Software Development, Scrum, XML, Requirements Analysis, Unix, Integration, Web Applications, Java, JSP, .NET, C#
Education
Southern Illinois University, Carbondale
BA, Economics
Southern Illinois University, Carbondale
M.S., Administration (Public/Rehab)
Cambridge Investment Research May 2008 - Present
Cambridge Investment Research May 2008 - July 2010
Cambridge Investment Research June 2008 - June 2010
Raytheon November 2007 - May 2008
Avnet 2005 - 2006
Charming Shoppes March 2005 - September 2005
Liberty Mutual January 2004 - December 2004
AdvancePCS January 2003 - April 2003
WPS July 2002 - October 2002
NCS Pearson July 2001 - April 2002
Skills
SDLC, UML, Software Development, Scrum, XML, Requirements Analysis, Unix, Integration, Web Applications, Java, JSP, .NET, C#
Education
Southern Illinois University, Carbondale
BA, Economics
Southern Illinois University, Carbondale
M.S., Administration (Public/Rehab)
Pete Dollive's Cambridge Investment Research Experience Account Executive
Job VP Due Dilligence at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research Account Executive
E.F. Hutton and Co. Inc. February 1983 - June 1987
World Plan Executive Council November 1974 - January 1983
Education
Kent State University 1971 — 1976
MS, Mathematics
Cambridge Investment Research Account Executive
E.F. Hutton and Co. Inc. February 1983 - June 1987
World Plan Executive Council November 1974 - January 1983
Education
Kent State University 1971 — 1976
MS, Mathematics
Sonya Djunova's Cambridge Investment Research Experience November 2009 - Present
Job Sr. Database Developer at Cambridge Investment Research
Industry Information Technology and Services
Experience
Cambridge Investment Research November 2009 - Present
Authoria October 2005 - March 2009
Cambridge Investment Research September 2004 - September 2005
HR Soft Ltd February 2000 - July 2004
Skills
ASP.NET, Microsoft SQL Server
Education
MUM, Iowa 1999 — 2002
Master's, Computer Science
Technical University Sofia 1994 — 1999
Master's, Computer Science
Cambridge Investment Research November 2009 - Present
Authoria October 2005 - March 2009
Cambridge Investment Research September 2004 - September 2005
HR Soft Ltd February 2000 - July 2004
Skills
ASP.NET, Microsoft SQL Server
Education
MUM, Iowa 1999 — 2002
Master's, Computer Science
Technical University Sofia 1994 — 1999
Master's, Computer Science
ERIC LEIBOWITZ's Cambridge Investment Research Experience May 2014 - Present
Job IAR at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research May 2014 - Present
AMERITAS INVESTMENT CORP March 1999 - May 2014
Skills
Investment Advisory, Investments, Asset Allocation, Financial Advisory, Financial Services, Securities, Asset Management, Fixed Annuities, FINRA, Risk Management, Insurance, Employee Benefits, Retirement Planning, Pensions, Retirement, Alternative Investments, Portfolio Management, Investment Strategies, 401k, Mutual Funds, Series 7
Education
Rider University
Cambridge Investment Research May 2014 - Present
AMERITAS INVESTMENT CORP March 1999 - May 2014
Skills
Investment Advisory, Investments, Asset Allocation, Financial Advisory, Financial Services, Securities, Asset Management, Fixed Annuities, FINRA, Risk Management, Insurance, Employee Benefits, Retirement Planning, Pensions, Retirement, Alternative Investments, Portfolio Management, Investment Strategies, 401k, Mutual Funds, Series 7
Education
Rider University
Mark A Brinser's Cambridge Investment Research Experience 2011 - 2014
Job Certified Financial Planner ™
Industry Financial Services
Experience
Stewardship Advisors, LLC October 2011 - Present
Cambridge Investment Research 2011 - 2014
Cambridge Investment Research 2011 - 2014
ProEquities, Inc. December 2007 - October 2011
National Academy of Sciences August 2006 - December 2007
Skills
Risk Management, Strategic Planning, Business Strategy, Investments, Portfolio Management, Strategic Financial..., Investment Management, Retirement Planning, 401k Rollovers, IRAs, Roth IRA, Simple IRA
Education
Messiah College
Bachelor of Science, Accounting
Stewardship Advisors, LLC October 2011 - Present
Cambridge Investment Research 2011 - 2014
Cambridge Investment Research 2011 - 2014
ProEquities, Inc. December 2007 - October 2011
National Academy of Sciences August 2006 - December 2007
Skills
Risk Management, Strategic Planning, Business Strategy, Investments, Portfolio Management, Strategic Financial..., Investment Management, Retirement Planning, 401k Rollovers, IRAs, Roth IRA, Simple IRA
Education
Messiah College
Bachelor of Science, Accounting
Shawn Zelinski's Cambridge Investment Research Experience August 2012 - Present
Job IT Engineer at Cambridge Investment Research
Industry Information Technology and Services
Experience
Cambridge Investment Research August 2012 - Present
Harland Financial Solutions July 2009 - August 2012
Harland Financial Solutions November 2006 - July 2009
Harland Financial Solutions May 1998 - November 2006
Skills
CSS, Web Development, HTML, jQuery, CMS, IIS, MySQL, WordPress, Photoshop, User Experience, Dreamweaver, XML, Web Design, Website Development, JavaScript, Graphic Design, User Interface Design, Adobe Web Premium, Web Analytics, SEO, XHTML, PHP, .NET, ASP.NET, Microsoft Operating..., Microsoft SQL Server, VMware Server, SharePoint Designer, Unix Operating Systems, Linux System..., MediaWiki, SSRS, Microsoft Servers, Powershell, InfoPath Designer, SharePoint..., Web Applications
Education
University of Denver 2008 — 2010
Masters, Web Design & Development
Simpson College 1990 — 1994
BA, Business Management
Cambridge Investment Research August 2012 - Present
Harland Financial Solutions July 2009 - August 2012
Harland Financial Solutions November 2006 - July 2009
Harland Financial Solutions May 1998 - November 2006
Skills
CSS, Web Development, HTML, jQuery, CMS, IIS, MySQL, WordPress, Photoshop, User Experience, Dreamweaver, XML, Web Design, Website Development, JavaScript, Graphic Design, User Interface Design, Adobe Web Premium, Web Analytics, SEO, XHTML, PHP, .NET, ASP.NET, Microsoft Operating..., Microsoft SQL Server, VMware Server, SharePoint Designer, Unix Operating Systems, Linux System..., MediaWiki, SSRS, Microsoft Servers, Powershell, InfoPath Designer, SharePoint..., Web Applications
Education
University of Denver 2008 — 2010
Masters, Web Design & Development
Simpson College 1990 — 1994
BA, Business Management
Rick Starr's Cambridge Investment Research Experience March 2014 - Present
Job Scrum Coach at Cambridge Investment Research
Industry Information Technology and Services
Experience
Cambridge Investment Research March 2014 - Present
Cambridge Investment Research January 2012 - Present
Books Are Fun - Readers Digest 2001 - 2008
Skills
Software Project..., Requirements Analysis, Agile Methodologies, Scrum, IT Management, Software Development, Integration, Change Management, Cross-functional Team..., Leadership, Public Speaking, Teaching
Education
Polytechnic Institute of New York University
Master of Science (MS), Computer Science
State University of New York at Stony Brook
Bachelor of Science (BS), Mathematics
Cambridge Investment Research March 2014 - Present
Cambridge Investment Research January 2012 - Present
Books Are Fun - Readers Digest 2001 - 2008
Skills
Software Project..., Requirements Analysis, Agile Methodologies, Scrum, IT Management, Software Development, Integration, Change Management, Cross-functional Team..., Leadership, Public Speaking, Teaching
Education
Polytechnic Institute of New York University
Master of Science (MS), Computer Science
State University of New York at Stony Brook
Bachelor of Science (BS), Mathematics
L Michael Walton's Cambridge Investment Research Experience August 2013 - Present
Job Legacy Investment Partners
Industry Financial Services
Experience
Cambridge Investment Research August 2013 - Present
First Allied Securities May 2008 - July 2013
Skills
Retirement Planning, Investment Advisory, Mutual Funds, Retirement, Investments, Wealth Management, Strategic Financial..., Asset Management
Education
University of California, Los Angeles 1976 — 1978
Bachelor's degree, Sociology/Psychology/Poli Sci
University of California, Los Angeles
BA
Cambridge Investment Research August 2013 - Present
First Allied Securities May 2008 - July 2013
Skills
Retirement Planning, Investment Advisory, Mutual Funds, Retirement, Investments, Wealth Management, Strategic Financial..., Asset Management
Education
University of California, Los Angeles 1976 — 1978
Bachelor's degree, Sociology/Psychology/Poli Sci
University of California, Los Angeles
BA
Graham Bauer's Cambridge Investment Research Experience January 2008 - Present
Job Financial Planner at Hayes Financial Advisors, P.C.
Industry Financial Services
Experience
Hayes Financial Advisors P.C. January 2008 - Present
Cambridge Investment Research January 2008 - Present
Academy Financial, Inc January 2003 - December 2007
Skills
Financial Analysis, Retirement Planning, Estate Planning, Finance, Financial Reporting, Risk Management
Education
University of Baltimore
Finance
Hayes Financial Advisors P.C. January 2008 - Present
Cambridge Investment Research January 2008 - Present
Academy Financial, Inc January 2003 - December 2007
Skills
Financial Analysis, Retirement Planning, Estate Planning, Finance, Financial Reporting, Risk Management
Education
University of Baltimore
Finance
Derek Hayes's Cambridge Investment Research Experience October 2012 - Present
Job Due Diligence Analyst at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research October 2012 - Present
Cambridge Investment Research November 2010 - October 2012
Astrup Fearnley AS June 2009 - August 2009
Skills
Microsoft Office, Securities, Customer Service, Process Improvement, Microsoft Excel, Asset Management, System Administration, Strategic Planning, Data Analysis, PowerPoint, Risk Management, Strategic Financial..., Windows
Education
Knox College 2006 — 2010
Bachelor of Science (BS), Economics
Cambridge Investment Research October 2012 - Present
Cambridge Investment Research November 2010 - October 2012
Astrup Fearnley AS June 2009 - August 2009
Skills
Microsoft Office, Securities, Customer Service, Process Improvement, Microsoft Excel, Asset Management, System Administration, Strategic Planning, Data Analysis, PowerPoint, Risk Management, Strategic Financial..., Windows
Education
Knox College 2006 — 2010
Bachelor of Science (BS), Economics
Tara Nahorny's Cambridge Investment Research Experience July 2013 - Present
Job Operations
Industry Investment Management
Experience
Cambridge Investment Research July 2013 - Present
CNAC September 2007 - July 2013
Cato Corporation February 2007 - June 2007
The Buckle September 2004 - February 2007
Skills
Asset Management, Customer Service, Public Speaking, Investments, Team Building
Education
University of Northern Iowa 2003 — 2005
Bachelor of Arts (B.A.), Geographic Information Science and Cartography
Southeastern Community College 2001 — 2003
Associate of Arts (A.A.), General Studies
Cambridge Investment Research July 2013 - Present
CNAC September 2007 - July 2013
Cato Corporation February 2007 - June 2007
The Buckle September 2004 - February 2007
Skills
Asset Management, Customer Service, Public Speaking, Investments, Team Building
Education
University of Northern Iowa 2003 — 2005
Bachelor of Arts (B.A.), Geographic Information Science and Cartography
Southeastern Community College 2001 — 2003
Associate of Arts (A.A.), General Studies
Teree Hungerford's Cambridge Investment Research Experience November 2009 - June 2010
Job Staffing Assistant at Iowa Home Care
Industry Financial Services
Experience
Iowa Home Care June 2012 - Present
Des Moines Water Works March 2012 - June 2012
Wells Fargo Home Mortgage July 2011 - February 2012
Wells Fargo May 2011 - July 2011
Principal Financial Group February 2011 - March 2011
Wells Fargo Home Mortgage July 2010 - October 2010
Cambridge Investment Research November 2009 - June 2010
Education
Iowa State University 2004 — 2009
Bachelor of Science, Management and Finance
Iowa Home Care June 2012 - Present
Des Moines Water Works March 2012 - June 2012
Wells Fargo Home Mortgage July 2011 - February 2012
Wells Fargo May 2011 - July 2011
Principal Financial Group February 2011 - March 2011
Wells Fargo Home Mortgage July 2010 - October 2010
Cambridge Investment Research November 2009 - June 2010
Education
Iowa State University 2004 — 2009
Bachelor of Science, Management and Finance
Ashley Crable's Cambridge Investment Research Experience February 2013 - Present
Job Lead Principal, Brokerage Trade Review at Cambridge Investment Research
Industry Financial Services
Experience
Rodan & Fields Dermatologists September 2013 - Present
Cambridge Investment Research February 2013 - Present
Cambridge Investment Research May 2012 - February 2013
Cambridge Investment Research June 2011 - May 2012
Cambridge Investment Research March 2010 - June 2011
Skills
Series 24
Education
Iowa State University
Rodan & Fields Dermatologists September 2013 - Present
Cambridge Investment Research February 2013 - Present
Cambridge Investment Research May 2012 - February 2013
Cambridge Investment Research June 2011 - May 2012
Cambridge Investment Research March 2010 - June 2011
Skills
Series 24
Education
Iowa State University
Debra Nuckolls's Cambridge Investment Research Experience Legal Liaison to Reader's Digest/Collections & ContractsBooks Are FunMarch 1997 - October 2008
Job Staff Risk Assessor at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research Legal Liaison to Reader's Digest/Collections & ContractsBooks Are FunMarch 1997 - October 2008
Education
Kirkwood Community College 1991 — 1992
Paralegal/Associate of Arts, Legal Assistant/Paralegal
Cambridge Investment Research Legal Liaison to Reader's Digest/Collections & ContractsBooks Are FunMarch 1997 - October 2008
Education
Kirkwood Community College 1991 — 1992
Paralegal/Associate of Arts, Legal Assistant/Paralegal
Luciano Jardim's Cambridge Investment Research Experience April 2013 - January 2014
Job Senior Systems Analyst and DBA
Industry Information Technology and Services
Experience
HNI Corporation January 2014 - Present
Cambridge Investment Research April 2013 - January 2014
HNI Corporation October 2009 - July 2012
Bandag May 1998 - October 2006
CG Computer Systems June 1997 - January 1998
IBM December 1989 - October 1996
Skills
Team Management, Project Management, Database Administration, Oracle, Microsoft SQL Server, DB2, Oracle E-Business Suite, PeopleSoft, VMware, Linux, AIX, Windows Server, Disaster Recovery, Databases, Database Design, Data Warehousing, Business Intelligence, Requirements Analysis, Troubleshooting, MS Project, SharePoint, SDLC, SQL, .NET, IBM AIX, Microsoft Project
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Universidade Federal de Goiás 1985 — 1988
Bachelor of Science (B.S.), Computer Science
HNI Corporation January 2014 - Present
Cambridge Investment Research April 2013 - January 2014
HNI Corporation October 2009 - July 2012
Bandag May 1998 - October 2006
CG Computer Systems June 1997 - January 1998
IBM December 1989 - October 1996
Skills
Team Management, Project Management, Database Administration, Oracle, Microsoft SQL Server, DB2, Oracle E-Business Suite, PeopleSoft, VMware, Linux, AIX, Windows Server, Disaster Recovery, Databases, Database Design, Data Warehousing, Business Intelligence, Requirements Analysis, Troubleshooting, MS Project, SharePoint, SDLC, SQL, .NET, IBM AIX, Microsoft Project
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Universidade Federal de Goiás 1985 — 1988
Bachelor of Science (B.S.), Computer Science
Lori Elmore's Cambridge Investment Research Experience 2008 - 2010
Job
Industry
Experience
Broward County - Records, Taxes, Treasury Division August 2012 - Present
A.S.A.P. Advisor Services, Inc. 2010 - 2012
Cambridge Investment Research 2008 - 2010
Fairfield Middle School August 2006 - May 2008
Fairfield Middle School September 1999 - May 2006
Skills
Microsoft Word, Customer Service, Microsoft Office
Education
The University of Kansas 1973 — 1976
Bachelor's Degree, Elementary Education and Teaching
Broward County - Records, Taxes, Treasury Division August 2012 - Present
A.S.A.P. Advisor Services, Inc. 2010 - 2012
Cambridge Investment Research 2008 - 2010
Fairfield Middle School August 2006 - May 2008
Fairfield Middle School September 1999 - May 2006
Skills
Microsoft Word, Customer Service, Microsoft Office
Education
The University of Kansas 1973 — 1976
Bachelor's Degree, Elementary Education and Teaching
Jake Dunbar's Cambridge Investment Research Experience May 2014 - October 2014
Job Desk Supervisor at Fairfield Park & Recreation Center
Industry Financial Services
Experience
Fairfield Park & Recreation Center February 2014 - Present
Cambridge Investment Research May 2014 - October 2014
Cedar Falls Utilities April 2013 - July 2013
Fairfield Industries 2007 - 2008
Education
Upper Iowa University 2013 — 2014
Iowa Western Community College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Fairfield Park & Recreation Center February 2014 - Present
Cambridge Investment Research May 2014 - October 2014
Cedar Falls Utilities April 2013 - July 2013
Fairfield Industries 2007 - 2008
Education
Upper Iowa University 2013 — 2014
Iowa Western Community College 2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Lynnae Hillyer's Cambridge Investment Research Experience April 2014 - Present
Job Commissions Coordinator at Cambridge Investment Research
Industry Accounting
Experience
Cambridge Investment Research April 2014 - Present
Skills
Investments, Finance, Financial Services, Accounting
Education
St. Ambrose University 2011 — 2013
Loras College 2009 — 2011
Cambridge Investment Research April 2014 - Present
Skills
Investments, Finance, Financial Services, Accounting
Education
St. Ambrose University 2011 — 2013
Loras College 2009 — 2011
Odin Helgerson's Cambridge Investment Research Experience December 2001 - May 2003
Job Investment Representative at Crown Capital Securities, L.P.
Industry Financial Services
Experience
Crown Capital Securities, L.P. May 2003 - Present
Cambridge Investment Research December 2001 - May 2003
Financial Network Invevestment Corp. September 1992 - December 2001
Education
St. Cloud State Universtiy 1988 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
The University of North Dakota 1982 — 1984
Bachelor of Science in Business Administration, Economics
Crown Capital Securities, L.P. May 2003 - Present
Cambridge Investment Research December 2001 - May 2003
Financial Network Invevestment Corp. September 1992 - December 2001
Education
St. Cloud State Universtiy 1988 — 2000
Master of Business Administration (MBA), Finance and Financial Management Services
The University of North Dakota 1982 — 1984
Bachelor of Science in Business Administration, Economics
ELLEN FIELD, ChFC, CRPC's Cambridge Investment Research Experience April 2010 - Present
Job
Industry Financial Services
Experience
Cambridge Investment Research April 2010 - Present
Lincoln Financial Group August 1987 - September 2009
Skills
Insurance, Investments, Customer Service, Finance, Financial Planning, Wealth Management, Retirement Planning, Mutual Funds, Financial Services, Disability Insurance
Education
University of California, Los Angeles 1978 — 1983
Carlmont High School
Cambridge Investment Research April 2010 - Present
Lincoln Financial Group August 1987 - September 2009
Skills
Insurance, Investments, Customer Service, Finance, Financial Planning, Wealth Management, Retirement Planning, Mutual Funds, Financial Services, Disability Insurance
Education
University of California, Los Angeles 1978 — 1983
Carlmont High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY