Cambridge Investment Research
Industry: Company
DescriptionCambridge Investment Research Incorporation is a United States-based broker-dealer and asset management firm headquartered in Fairfield, Iowa. The company was founded in 1981 and mainly works as a broker-dealer but also manages investment assets through its subsidiary Cambridge Investment Research Advisors Inc. Assets under management: 95 billion USD (2017) Headquarters: Fairfield, IA Founder: Eric Schwartz Founded: 1981 Parent organization: Cambridge Investment Group, Inc.
Cambridge Investment Research List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cambridge Investment Research. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Cambridge Investment Research Employees
Employee
Years
Job
Industry
Ashley Ambrose Ashley Ambrose's Cambridge Investment Research Experience May 2012 - August 2012
Job Marketing and Management major at The University of Iowa. Human Resources Intern with Compressor Controls Corporation
Industry Human Resources
Experience
Cerner Corporation May 2015 - Present
Compressor Controls Corporation May 2014 - May 2015
University of Iowa Hospitals and Clinics June 2013 - June 2014
Cambridge Investment Research May 2012 - August 2012
Skills
Human Resources, Employee Engagement, Recruiting, Marketing, Management, Leadership, Teamwork, Public Speaking, Customer Service
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, Senior
Consortium Institute of Management and Business Administration (CIMBA) 2014 — 2014
Undergraduate, Marketing and Management
Albia Community High School 2007 — 2011
Cerner Corporation May 2015 - Present
Compressor Controls Corporation May 2014 - May 2015
University of Iowa Hospitals and Clinics June 2013 - June 2014
Cambridge Investment Research May 2012 - August 2012
Skills
Human Resources, Employee Engagement, Recruiting, Marketing, Management, Leadership, Teamwork, Public Speaking, Customer Service
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, Senior
Consortium Institute of Management and Business Administration (CIMBA) 2014 — 2014
Undergraduate, Marketing and Management
Albia Community High School 2007 — 2011
Brianna Hoskins Brianna Hoskins's Cambridge Investment Research Experience June 2013 - April 2015
Job Customer Service Representative at Toyota Financial Services
Industry Automotive
Experience
Toyota Financial Services April 2015 - Present
Cambridge Investment Research June 2013 - April 2015
The University of Iowa Residential Halls September 2009 - May 2013
Cambridge Investment Research May 2012 - August 2012
Cambridge Investment Research June 2011 - August 2011
Cambridge Investment Research February 2007 - January 2010
Skills
Customer Relations, Organizing, Flexible Working, Higher Education, Change Management, Microsoft Office, Negotiation, Strategic Planning, Customer Service, Microsoft Word, Public Speaking, Microsoft Excel, PowerPoint, Teamwork, Event Planning, Data Entry, Social Media
Education
Cambridge Knowledge Center University 2014 — 2014
Pass
University of Iowa 2009 — 2013
BA, English, 3.18
Fairfield Iowa High School 2005 — 2009
Toyota Financial Services April 2015 - Present
Cambridge Investment Research June 2013 - April 2015
The University of Iowa Residential Halls September 2009 - May 2013
Cambridge Investment Research May 2012 - August 2012
Cambridge Investment Research June 2011 - August 2011
Cambridge Investment Research February 2007 - January 2010
Skills
Customer Relations, Organizing, Flexible Working, Higher Education, Change Management, Microsoft Office, Negotiation, Strategic Planning, Customer Service, Microsoft Word, Public Speaking, Microsoft Excel, PowerPoint, Teamwork, Event Planning, Data Entry, Social Media
Education
Cambridge Knowledge Center University 2014 — 2014
Pass
University of Iowa 2009 — 2013
BA, English, 3.18
Fairfield Iowa High School 2005 — 2009
Kyle Selberg Kyle Selberg's Cambridge Investment Research Experience May 2008 - Present
Job Sr. VP Business DevelopmentCambridge
Industry Financial Services
Experience
Cambridge Investment Research May 2008 - Present
bankingmyway.com August 2006 - May 2008
Principal Financial Group 1996 - 2006
Fortis Financial Group (Woodbury Financial Services) June 1988 - 1995
Skills
Investments, Leadership, Financial Services, Securities, Recruiting, Financial Advisory, Executive Management, Sales, FINRA, Succession Planning, Market Research, Retirement Planning, Marketing, Wealth Management, Portfolio Management, Insurance, Investment Advisory, 401k, Series 63, Series 24, Mutual Funds, Series 7, Retirement, Strategic Financial..., Life Insurance, Fixed Annuities, ETFs
Education
University of Northern Iowa 1986 — 1988
MBA, Marketing and Finance
University of Iowa - Henry B. Tippie College of Business 1930 — 1930
BBA, Finance, Marketing
Cambridge Investment Research May 2008 - Present
bankingmyway.com August 2006 - May 2008
Principal Financial Group 1996 - 2006
Fortis Financial Group (Woodbury Financial Services) June 1988 - 1995
Skills
Investments, Leadership, Financial Services, Securities, Recruiting, Financial Advisory, Executive Management, Sales, FINRA, Succession Planning, Market Research, Retirement Planning, Marketing, Wealth Management, Portfolio Management, Insurance, Investment Advisory, 401k, Series 63, Series 24, Mutual Funds, Series 7, Retirement, Strategic Financial..., Life Insurance, Fixed Annuities, ETFs
Education
University of Northern Iowa 1986 — 1988
MBA, Marketing and Finance
University of Iowa - Henry B. Tippie College of Business 1930 — 1930
BBA, Finance, Marketing
Steven Cherry Steven Cherry's Cambridge Investment Research Experience May 2014 - May 2015
Job Account Executive at Cambridge Investment Research, Inc.
Industry
Experience
Cambridge Investment Research, Inc. June 2015 - Present
Cambridge Investment Research May 2014 - May 2015
Inspire Public Relations October 2013 - May 2015
The Odyssey // Olympia Media Group November 2012 - March 2013
Press Techniques April 2012 - August 2012
Skills
Public Relations, Public Speaking, Marketing, Spanish, Editing, Creative Marketing, Marketing Communications, Advertising, Creative Writing, Corporate Branding, Spanish-speaking, HTML, Research, Marketing Strategy, Journalism, Video Production, WordPress, AP Style, Press Releases
Education
University of Iowa 2011 — 2015
BA Journalism & Mass Communication, BA Spanish, Senior
Cambridge Investment Research, Inc. June 2015 - Present
Cambridge Investment Research May 2014 - May 2015
Inspire Public Relations October 2013 - May 2015
The Odyssey // Olympia Media Group November 2012 - March 2013
Press Techniques April 2012 - August 2012
Skills
Public Relations, Public Speaking, Marketing, Spanish, Editing, Creative Marketing, Marketing Communications, Advertising, Creative Writing, Corporate Branding, Spanish-speaking, HTML, Research, Marketing Strategy, Journalism, Video Production, WordPress, AP Style, Press Releases
Education
University of Iowa 2011 — 2015
BA Journalism & Mass Communication, BA Spanish, Senior
Sarah Nolte (Striegel) Sarah Nolte (Striegel)'s Cambridge Investment Research Experience February 2014 - Present
Job Fee Based Marketing Liaison, Client Solutions at Cambridge Investment Research
Industry Higher Education
Experience
Cambridge Investment Research February 2014 - Present
University of Northern Iowa January 2011 - November 2013
Cambridge Investment Research June 2013 - August 2013
Cambridge Investment Research May 2012 - August 2012
Keokuk County State Bank May 2010 - August 2011
Skills
Time Management, Leadership, Microsoft Office, Customer Service, Process Improvement, Access, Finance, Excel, Teamwork, Outlook, Helping Clients Succeed
Education
University of Northern Iowa 2010 — 2013
Bachelor's degree, Finance
Cambridge Investment Research February 2014 - Present
University of Northern Iowa January 2011 - November 2013
Cambridge Investment Research June 2013 - August 2013
Cambridge Investment Research May 2012 - August 2012
Keokuk County State Bank May 2010 - August 2011
Skills
Time Management, Leadership, Microsoft Office, Customer Service, Process Improvement, Access, Finance, Excel, Teamwork, Outlook, Helping Clients Succeed
Education
University of Northern Iowa 2010 — 2013
Bachelor's degree, Finance
Sarah Kelzer Sarah Kelzer's Cambridge Investment Research Experience May 2013 - 2013
Job Claims Specialist 1 at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance April 2015 - Present
Cottingham & Butler May 2014 - December 2014
Northern Iowan Newspaper March 2010 - May 2014
Cambridge Investment Research May 2013 - 2013
Northern Iowan Newspaper August 2010 - May 2012
Twilight Riverboat May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Windows, Event Planning, Team Leadership, InDesign, Blogger, Social Networking, Editing
Education
University of Northern Iowa 2010 — 2014
Bachelor's degree, Communication, General
Western Dubuque High School
Nationwide Insurance April 2015 - Present
Cottingham & Butler May 2014 - December 2014
Northern Iowan Newspaper March 2010 - May 2014
Cambridge Investment Research May 2013 - 2013
Northern Iowan Newspaper August 2010 - May 2012
Twilight Riverboat May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Windows, Event Planning, Team Leadership, InDesign, Blogger, Social Networking, Editing
Education
University of Northern Iowa 2010 — 2014
Bachelor's degree, Communication, General
Western Dubuque High School
Erik Allison, AIF® Erik Allison, AIF®'s Cambridge Investment Research Experience December 2013 - 2015
Job Founder & CEO at EA Wealth Management
Industry Investment Management
Experience
EA Wealth Management March 2015 - Present
Fountainhead Wealth December 2013 - 2015
Cambridge Investment Research December 2013 - 2015
United Capital Financial Partners, Inc October 2010 - November 2013
Girard Securities October 2010 - November 2013
Morgan Stanley Smith Barney 2010 - 2010
Investment Advisors International 2008 - 2010
Skills
Investments, Investment Management, Retirement Planning, Investment Advisory, Retirement, Wealth Management, Wealth, Asset Allocation, Wealth Management..., Series 7, Mutual Funds, Fixed Annuities, FINRA, IRAs, Financial Planners, 401k, Securities, ETFs, Strategic Financial..., Estate Planning, Investment Strategies, Retirement Plan..., Asset Management, Series 63, Finance, Financial Advisory, Series 65, Alternative Investments, High Net Worth..., Roth IRA, Wealth Accumulation, Personal Financial...
Education
University of Missouri-Columbia
Business Administration & Finance
William Woods University
Business Administration & Finance
George Jenkins High School
4.0
EA Wealth Management March 2015 - Present
Fountainhead Wealth December 2013 - 2015
Cambridge Investment Research December 2013 - 2015
United Capital Financial Partners, Inc October 2010 - November 2013
Girard Securities October 2010 - November 2013
Morgan Stanley Smith Barney 2010 - 2010
Investment Advisors International 2008 - 2010
Skills
Investments, Investment Management, Retirement Planning, Investment Advisory, Retirement, Wealth Management, Wealth, Asset Allocation, Wealth Management..., Series 7, Mutual Funds, Fixed Annuities, FINRA, IRAs, Financial Planners, 401k, Securities, ETFs, Strategic Financial..., Estate Planning, Investment Strategies, Retirement Plan..., Asset Management, Series 63, Finance, Financial Advisory, Series 65, Alternative Investments, High Net Worth..., Roth IRA, Wealth Accumulation, Personal Financial...
Education
University of Missouri-Columbia
Business Administration & Finance
William Woods University
Business Administration & Finance
George Jenkins High School
4.0
Daniel Muggee Daniel Muggee's Cambridge Investment Research Experience May 2014 - August 2014
Job Student at The University of Iowa
Industry Financial Services
Experience
The University of Iowa August 2012 - Present
The University of Iowa August 2014 - December 2014
The University of Iowa September 2011 - December 2014
Cambridge Investment Research May 2014 - August 2014
Nepsis Capital Management June 2013 - January 2014
Skills
Mathematics, Business Analysis, Critical Thinking, Investments, Finance, Analytical Reasoning, Mutual Funds
Education
The University of Iowa 2011 — 2015
BBA, Finance
University of Iowa 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
The University of Iowa August 2012 - Present
The University of Iowa August 2014 - December 2014
The University of Iowa September 2011 - December 2014
Cambridge Investment Research May 2014 - August 2014
Nepsis Capital Management June 2013 - January 2014
Skills
Mathematics, Business Analysis, Critical Thinking, Investments, Finance, Analytical Reasoning, Mutual Funds
Education
The University of Iowa 2011 — 2015
BBA, Finance
University of Iowa 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Alex Bastron Alex Bastron's Cambridge Investment Research Experience February 2014 - Present
Job Associate Director, Business Development at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research February 2014 - Present
Cambridge Investment Research November 2009 - February 2014
First Citizens Bank March 2009 - November 2009
Cambridge Investment Research February 2008 - March 2009
Cambridge Investment Research April 2006 - February 2008
Skills
Series 7, Series 24, Series 4, Series 53, Series 66
Education
University of Northern Iowa 2000 — 2005
Bachelor's Degree, Finance, General
Cambridge Investment Research February 2014 - Present
Cambridge Investment Research November 2009 - February 2014
First Citizens Bank March 2009 - November 2009
Cambridge Investment Research February 2008 - March 2009
Cambridge Investment Research April 2006 - February 2008
Skills
Series 7, Series 24, Series 4, Series 53, Series 66
Education
University of Northern Iowa 2000 — 2005
Bachelor's Degree, Finance, General
Nick Blomme's Cambridge Investment Research Experience March 2013 - Present
Job Associate Director, Asset Management & Product Services at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research March 2013 - Present
TCF Equipment Finance January 2012 - February 2013
TCF Equipment Finance December 2008 - January 2012
American General Financial Services June 2007 - November 2008
Iowa Community Credit Union September 2005 - June 2007
Skills
Marketing, Financial Services, Banking, Finance, Financial Analysis, Credit, Credit Analysis, Portfolio Management, Retirement Planning, Securities, Wealth Management, Series 7
Education
Upper Iowa University 2005 — 2007
Bachelor of Science (B.S.), Business Management
University of Northern Iowa 2004 — 2005
Sociology
Wartburg College 2002 — 2004
Business Administration and Management, General
Cambridge Investment Research March 2013 - Present
TCF Equipment Finance January 2012 - February 2013
TCF Equipment Finance December 2008 - January 2012
American General Financial Services June 2007 - November 2008
Iowa Community Credit Union September 2005 - June 2007
Skills
Marketing, Financial Services, Banking, Finance, Financial Analysis, Credit, Credit Analysis, Portfolio Management, Retirement Planning, Securities, Wealth Management, Series 7
Education
Upper Iowa University 2005 — 2007
Bachelor of Science (B.S.), Business Management
University of Northern Iowa 2004 — 2005
Sociology
Wartburg College 2002 — 2004
Business Administration and Management, General
Dana Millard Dana Millard's Cambridge Investment Research Experience July 2010 - March 2013
Job Marketing & Communications Manager at Lee County Economic Development Group
Industry Marketing and Advertising
Experience
Lee County Econmic Development Group September 2013 - Present
Cambridge Investment Research July 2010 - March 2013
Northern Iowan Newspaper September 2009 - May 2010
Titan Broadcasting June 2009 - August 2009
Ceco Building Systems May 2006 - August 2008
Skills
Advertising, Marketing, Customer Service, Social Media Marketing, Marketing Communications, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Time Management, Marketing Strategy, Facebook, Online Marketing, Event Planning, Microsoft Word, Public Relations, Public Speaking, Teamwork, Strategic Planning, Outlook, Cold Calling, Direct Marketing, Team Building, Market Research, Leadership, Marketing Research, Fundraising, Data Analysis, Blogging
Education
University of Northern Iowa 2008 — 2010
Bachelor of Arts, Marketing with emphasis in Marketing Sales
Western Illinois University 2006 — 2008
Marketing
Lee County Econmic Development Group September 2013 - Present
Cambridge Investment Research July 2010 - March 2013
Northern Iowan Newspaper September 2009 - May 2010
Titan Broadcasting June 2009 - August 2009
Ceco Building Systems May 2006 - August 2008
Skills
Advertising, Marketing, Customer Service, Social Media Marketing, Marketing Communications, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Time Management, Marketing Strategy, Facebook, Online Marketing, Event Planning, Microsoft Word, Public Relations, Public Speaking, Teamwork, Strategic Planning, Outlook, Cold Calling, Direct Marketing, Team Building, Market Research, Leadership, Marketing Research, Fundraising, Data Analysis, Blogging
Education
University of Northern Iowa 2008 — 2010
Bachelor of Arts, Marketing with emphasis in Marketing Sales
Western Illinois University 2006 — 2008
Marketing
Joshua Quimby Joshua Quimby's Cambridge Investment Research Experience August 2014 - Present
Job Retirement Center Liaison at Cambridge Investment Research
Industry Investment Management
Experience
Cambridge Investment Research August 2014 - Present
Cambridge Investment Research April 2012 - August 2014
Principal Financial Group June 2011 - April 2012
Wells Fargo July 2010 - June 2011
GEICO January 2007 - July 2010
Goodwill of the Heartland April 2005 - January 2007
Skills
Series 24, Series 26, Accredited Investment..., Series 7, Series 6, INS 21, INS 22, Property & Casualty..., Financial Services, Investments
Education
University of Iowa 2007 — 2010
Bachelor of Arts (BA), Finance, General, 3.65
University of Iowa 2007 — 2010
Bachelor of Arts (B.A.), Management & Organizations, 3.65
Cambridge Investment Research August 2014 - Present
Cambridge Investment Research April 2012 - August 2014
Principal Financial Group June 2011 - April 2012
Wells Fargo July 2010 - June 2011
GEICO January 2007 - July 2010
Goodwill of the Heartland April 2005 - January 2007
Skills
Series 24, Series 26, Accredited Investment..., Series 7, Series 6, INS 21, INS 22, Property & Casualty..., Financial Services, Investments
Education
University of Iowa 2007 — 2010
Bachelor of Arts (BA), Finance, General, 3.65
University of Iowa 2007 — 2010
Bachelor of Arts (B.A.), Management & Organizations, 3.65
Christina Hamm, SHRM-CP, PHR Christina Hamm, SHRM-CP, PHR's Cambridge Investment Research Experience June 2013 - May 2015
Job Director, Human Resources at Cambridge Investment Research, Inc.
Industry Human Resources
Experience
Cambridge Investment Research, Inc. June 2015 - Present
Cambridge Investment Research June 2013 - May 2015
Cambridge Investment Research January 2011 - May 2013
Kohler Co. July 2009 - October 2010
Kohler Co July 2008 - July 2009
Cambridge Investment Research June 2007 - April 2008
Cambridge Investment Research January 2006 - June 2007
Manpower Inc. August 2005 - December 2005
Rockwell Collins January 2004 - May 2005
Pella Corporation May 2003 - December 2003
Skills
Compensation, Employee Engagement, Interviewing, Full-cycle Recruiting, College Recruiting, Applicant Tracking..., Microsoft Office, Interviews, Human Resources, Recruiting, Deferred Compensation, Personnel Management, Training, Leadership, Organizational..., Talent Management, Talent Acquisition, Employee Benefits, Performance Management, Succession Planning, Employee Relations, Onboarding, Management, Temporary Placement, Workforce Planning, Employee Training, Leadership Development, HRIS, New Hire Orientations, Customer Service, HR Policies, Strategic Planning
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA, Management
Cambridge Investment Research, Inc. June 2015 - Present
Cambridge Investment Research June 2013 - May 2015
Cambridge Investment Research January 2011 - May 2013
Kohler Co. July 2009 - October 2010
Kohler Co July 2008 - July 2009
Cambridge Investment Research June 2007 - April 2008
Cambridge Investment Research January 2006 - June 2007
Manpower Inc. August 2005 - December 2005
Rockwell Collins January 2004 - May 2005
Pella Corporation May 2003 - December 2003
Skills
Compensation, Employee Engagement, Interviewing, Full-cycle Recruiting, College Recruiting, Applicant Tracking..., Microsoft Office, Interviews, Human Resources, Recruiting, Deferred Compensation, Personnel Management, Training, Leadership, Organizational..., Talent Management, Talent Acquisition, Employee Benefits, Performance Management, Succession Planning, Employee Relations, Onboarding, Management, Temporary Placement, Workforce Planning, Employee Training, Leadership Development, HRIS, New Hire Orientations, Customer Service, HR Policies, Strategic Planning
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA, Management
Frederic (Eric) Hoffman IV's Cambridge Investment Research Experience January 2013 - Present
Job Client Solutions Consultant at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research January 2013 - Present
University of Illinois Admissions Office May 2010 - December 2012
Cambridge Investment Research May 2012 - August 2012
Perkins Investment Management, LLC May 2011 - August 2011
Associated Pension Services, Inc. 2006 - 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (B.S.), Finance and Bachelor of Science (B.S.), Acccountancy
Cambridge Investment Research January 2013 - Present
University of Illinois Admissions Office May 2010 - December 2012
Cambridge Investment Research May 2012 - August 2012
Perkins Investment Management, LLC May 2011 - August 2011
Associated Pension Services, Inc. 2006 - 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science (B.S.), Finance and Bachelor of Science (B.S.), Acccountancy
Whitney Pacha Whitney Pacha's Cambridge Investment Research Experience 2009 - Present
Job Senior Analyst, Graphic Design at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research 2009 - Present
Skills
InDesign, Photoshop, Illustrator, Graphic Design, Public Relations, Marketing, Leadership, Graphics, Adobe Creative Suite
Education
University of Northern Iowa 2005 — 2008
Bachelor of Arts, Graphic Communications
Cambridge Investment Research 2009 - Present
Skills
InDesign, Photoshop, Illustrator, Graphic Design, Public Relations, Marketing, Leadership, Graphics, Adobe Creative Suite
Education
University of Northern Iowa 2005 — 2008
Bachelor of Arts, Graphic Communications
John Lourens John Lourens's Cambridge Investment Research Experience May 2012 - August 2012
Job Database Marketing Analyst at Caesars Entertainment Corporation
Industry Marketing and Advertising
Experience
Caesars Entertainment Corporation July 2013 - Present
University of Northern Iowa May 2010 - May 2013
Cambridge Investment Research May 2012 - August 2012
City of Urbandale May 2010 - August 2011
Heartland, Inc. May 2008 - August 2009
Skills
Time Management, Social Media, Microsoft Office, Excel, Event Planning, Social Media Marketing, Public Speaking, PowerPoint, Customer Service, Facebook, Microsoft Word, Google Analytics, Social Networking, Photoshop, Press Releases, Advertising, Marketing Research, SPSS, Illustrator, Microsoft Excel, Research
Education
University of Northern Iowa 2009 — 2013
Bachelor of Arts (B.A.), Marketing-Advertising
Urbandale High School 2004 — 2008
Caesars Entertainment Corporation July 2013 - Present
University of Northern Iowa May 2010 - May 2013
Cambridge Investment Research May 2012 - August 2012
City of Urbandale May 2010 - August 2011
Heartland, Inc. May 2008 - August 2009
Skills
Time Management, Social Media, Microsoft Office, Excel, Event Planning, Social Media Marketing, Public Speaking, PowerPoint, Customer Service, Facebook, Microsoft Word, Google Analytics, Social Networking, Photoshop, Press Releases, Advertising, Marketing Research, SPSS, Illustrator, Microsoft Excel, Research
Education
University of Northern Iowa 2009 — 2013
Bachelor of Arts (B.A.), Marketing-Advertising
Urbandale High School 2004 — 2008
Courtney Belzer's Cambridge Investment Research Experience August 2012 - Present
Job Supervisor Fee Billing & Processing Services at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research August 2012 - Present
Cambridge Investment Research May 2012 - August 2012
Cambridge Investment Research May 2007 - May 2012
Community National Bank 2006 - 2007
Skills
Microsoft Excel, Managing Accounts, Series 7, Financial Analysis
Education
University of Northern Iowa 2004 — 2007
Finance
Cambridge Investment Research August 2012 - Present
Cambridge Investment Research May 2012 - August 2012
Cambridge Investment Research May 2007 - May 2012
Community National Bank 2006 - 2007
Skills
Microsoft Excel, Managing Accounts, Series 7, Financial Analysis
Education
University of Northern Iowa 2004 — 2007
Finance
Jason Widler Jason Widler's Cambridge Investment Research Experience July 2007 - Present
Job Partner, Financial Advisor, Financial Designs, Inc.
Industry Financial Services
Experience
Financial Designs, Inc. January 2011 - Present
Cambridge Investment Research July 2007 - Present
Bank of America September 2005 - June 2007
John Hancock January 2001 - September 2005
Zurich Kemper Life 1997 - 2001
Skills
Series 7, Series 63, Insurance, Life Insurance, Disability Insurance, Mutual Funds, 401k, Retirement, Wealth Management, Retirement Planning, Financial Advisory, Health Insurance, Financial Services, Portfolio Management, Employee Benefits, Finance, Securities, IRAs, Investment Advisory, Long Term Care Insurance, Estate Planning, Strategic Financial..., Financial Planners
Education
University of Missouri-Kansas City 1993 — 1997
BS, Business Communications
Financial Designs, Inc. January 2011 - Present
Cambridge Investment Research July 2007 - Present
Bank of America September 2005 - June 2007
John Hancock January 2001 - September 2005
Zurich Kemper Life 1997 - 2001
Skills
Series 7, Series 63, Insurance, Life Insurance, Disability Insurance, Mutual Funds, 401k, Retirement, Wealth Management, Retirement Planning, Financial Advisory, Health Insurance, Financial Services, Portfolio Management, Employee Benefits, Finance, Securities, IRAs, Investment Advisory, Long Term Care Insurance, Estate Planning, Strategic Financial..., Financial Planners
Education
University of Missouri-Kansas City 1993 — 1997
BS, Business Communications
Michael Fogarty, CFP® Michael Fogarty, CFP®'s Cambridge Investment Research Experience 2001 - 2012
Job President of The Foundry Financial Group, Inc.
Industry Investment Management
Experience
The Foundry Financial Group, Inc. 2001 - Present
Cambridge Investment Research 2001 - 2012
Education
University of New Hampshire 1984 — 1989
BA, English
University of Pittsburgh 1988 — 1988
St Paul's School Advanced Studies Program
The Foundry Financial Group, Inc. 2001 - Present
Cambridge Investment Research 2001 - 2012
Education
University of New Hampshire 1984 — 1989
BA, English
University of Pittsburgh 1988 — 1988
St Paul's School Advanced Studies Program
Gunnar Mills Gunnar Mills's Cambridge Investment Research Experience May 2013 - August 2013
Job Software Engineer at IBM
Industry Computer Software
Experience
IBM July 2015 - Present
The University of Iowa January 2015 - May 2015
NUM AG June 2014 - January 2015
The University of Iowa August 2014 - December 2014
The University of Iowa January 2014 - May 2014
Cambridge Investment Research May 2013 - August 2013
Advanced Machining and Automation May 2006 - August 2012
Skills
Agile Methodologies, C++, Software Engineering, Java, HTML, C#, C, Python, SQL, Scrum, Software Development, AutoCAD, JavaScript, Algorithms, Object Oriented Design, BDD, Ruby, Ruby on Rails, Solidworks, SpecFlow, Ladder Logic, Git, Android Development, Perl, Bash
Education
University of Iowa 2014 — 2015
Master of Science (M.S.), Software Engineering
University of Iowa 2010 — 2014
B.S.E., Electrical Computer Engineering, 3.83
IBM July 2015 - Present
The University of Iowa January 2015 - May 2015
NUM AG June 2014 - January 2015
The University of Iowa August 2014 - December 2014
The University of Iowa January 2014 - May 2014
Cambridge Investment Research May 2013 - August 2013
Advanced Machining and Automation May 2006 - August 2012
Skills
Agile Methodologies, C++, Software Engineering, Java, HTML, C#, C, Python, SQL, Scrum, Software Development, AutoCAD, JavaScript, Algorithms, Object Oriented Design, BDD, Ruby, Ruby on Rails, Solidworks, SpecFlow, Ladder Logic, Git, Android Development, Perl, Bash
Education
University of Iowa 2014 — 2015
Master of Science (M.S.), Software Engineering
University of Iowa 2010 — 2014
B.S.E., Electrical Computer Engineering, 3.83
Jim Freese, CIMA's Cambridge Investment Research Experience April 2013 - Present
Job Assistant Vice President, Business Development at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research April 2013 - Present
Cambridge Investment Research May 2012 - April 2013
INVESCO January 2001 - May 2012
Nationwide Insurance September 1996 - January 2001
Citicorp Investment Services June 1993 - September 1996
Skills
Series 7, Mutual Funds, ETFs, Investments, Wholesaling
Education
University of Iowa
Cambridge Investment Research April 2013 - Present
Cambridge Investment Research May 2012 - April 2013
INVESCO January 2001 - May 2012
Nationwide Insurance September 1996 - January 2001
Citicorp Investment Services June 1993 - September 1996
Skills
Series 7, Mutual Funds, ETFs, Investments, Wholesaling
Education
University of Iowa
Mayree Workman Mayree Workman's Cambridge Investment Research Experience April 2013 - Present
Job Supervisor, Cambridge SourceVirtual Assistant at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research April 2013 - Present
Cambridge Investment Research August 2011 - April 2013
Cambridge Investment Research March 2011 - November 2012
Cambridge Investment Reaserch Inc. March 2001 - March 2011
Education
University of Iowa
Cambridge Investment Research April 2013 - Present
Cambridge Investment Research August 2011 - April 2013
Cambridge Investment Research March 2011 - November 2012
Cambridge Investment Reaserch Inc. March 2001 - March 2011
Education
University of Iowa
June Lowenberg June Lowenberg's Cambridge Investment Research Experience 2000 - 2007
Job Broker Associate at Miller Realty
Industry Marketing and Advertising
Experience
Fairfield Farm & Home Real Estate February 2011 - May 2015
Fairfield Line, Inc. May 2008 - October 2009
JCHC March 2006 - May 2008
Cambridge Investment Research 2000 - 2007
Telegroup 1995 - 2000
Skills
Public Relations, Home, Series 7, Customer Relations, Social Media Marketing, Customer Service, Marketing, Public Speaking, Team Building, Small Business, Online Advertising, Social Media, Social Networking, Sales, Management, Advertising, Real Estate, Online Marketing, Strategic Planning, Real Estate Transactions
Education
University of Iowa
BS, Business
University of Iowa
Business, Management, Marketing, and Related Support Services
Fairfield Farm & Home Real Estate February 2011 - May 2015
Fairfield Line, Inc. May 2008 - October 2009
JCHC March 2006 - May 2008
Cambridge Investment Research 2000 - 2007
Telegroup 1995 - 2000
Skills
Public Relations, Home, Series 7, Customer Relations, Social Media Marketing, Customer Service, Marketing, Public Speaking, Team Building, Small Business, Online Advertising, Social Media, Social Networking, Sales, Management, Advertising, Real Estate, Online Marketing, Strategic Planning, Real Estate Transactions
Education
University of Iowa
BS, Business
University of Iowa
Business, Management, Marketing, and Related Support Services
O'Neal McCall O'Neal McCall's Cambridge Investment Research Experience March 2013 - Present
Job Independent Financial Advisor with Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research March 2013 - Present
Skills
Wealth Management, Wealth Accumulation, Wealth Management..., Structured Products, Alternative Investments, 401k Rollovers, 401k, Defined Benefit, 529 Plans, Retirement Planning, Fixed Income Portfolio..., Income Protection, Income for Life, Estate Planning, Intergenerational..., Multi-generational..., Investment Banking, Commercial Banking, Mortgage Banking, Refinancings, Commercial Lending, Consumer Lending, Small Business Lending, Asset Based Lending, Special Needs Trusts, Trust Management, Charitable Trusts, Concentrated Stock..., Private Banking, Affluent, HNW, SMA, Separately Managed..., Unified Managed Accounts, Registered Investment..., Investment Advisers Act, Securities Exchange Act..., Financial Advisory
Education
University of North Carolina at Asheville 1995 — 1997
Cambridge Investment Research March 2013 - Present
Skills
Wealth Management, Wealth Accumulation, Wealth Management..., Structured Products, Alternative Investments, 401k Rollovers, 401k, Defined Benefit, 529 Plans, Retirement Planning, Fixed Income Portfolio..., Income Protection, Income for Life, Estate Planning, Intergenerational..., Multi-generational..., Investment Banking, Commercial Banking, Mortgage Banking, Refinancings, Commercial Lending, Consumer Lending, Small Business Lending, Asset Based Lending, Special Needs Trusts, Trust Management, Charitable Trusts, Concentrated Stock..., Private Banking, Affluent, HNW, SMA, Separately Managed..., Unified Managed Accounts, Registered Investment..., Investment Advisers Act, Securities Exchange Act..., Financial Advisory
Education
University of North Carolina at Asheville 1995 — 1997
Derek Ralph Derek Ralph's Cambridge Investment Research Experience January 2008 - April 2012
Job Chief Compliance and AML Officer
Industry Financial Services
Experience
Payabillity LLC February 2015 - Present
Kistler Tiffany Advisors November 2007 - July 2014
Cambridge Investment Research January 2008 - April 2012
Kistler Tiffany Advisors April 2005 - November 2007
American Financial Group/Hoover Financial Advisors, PC 2003 - 2005
Navillus Securities Inc 1999 - 2002
Scottsdale Securities Inc 1995 - 1999
Skills
Series 7, Financial Services, Investments, Equities, Investment Advisory, Risk Management, Financial Planning, Anti Money Laundering, Financial Risk
Education
University of Pittsburgh
Bachelor of Arts (BA), English
Payabillity LLC February 2015 - Present
Kistler Tiffany Advisors November 2007 - July 2014
Cambridge Investment Research January 2008 - April 2012
Kistler Tiffany Advisors April 2005 - November 2007
American Financial Group/Hoover Financial Advisors, PC 2003 - 2005
Navillus Securities Inc 1999 - 2002
Scottsdale Securities Inc 1995 - 1999
Skills
Series 7, Financial Services, Investments, Equities, Investment Advisory, Risk Management, Financial Planning, Anti Money Laundering, Financial Risk
Education
University of Pittsburgh
Bachelor of Arts (BA), English
Eric Woodraska Eric Woodraska's Cambridge Investment Research Experience May 2013 - August 2013
Job Recent College Graduate Seeking Opprotunities in Financial Services/Oil and Gas Sector
Industry Financial Services
Experience
MidAmerica Securities Management Company September 2012 - Present
The Krause Fund - The University of Iowa August 2014 - December 2014
Cambridge Investment Research May 2013 - August 2013
Kalb Farms May 2009 - June 2011
Skills
Public Speaking, Microsoft Excel, Stock Market, Customer Service, Technical Analysis, Leadership, Market Research, Investments, Financial Modeling, Microsoft Word, Time Management, Mutual Funds, Leading Groups, Portfolio Optimization, Customer Relations, Portfolio Management, Variable Annuities, Account Liquidation, Problem Solving, PowerPoint, Teamwork, Financial Analysis, Finance, Equity Trading, Analysis, Management, Social Media, Valuation, Risk Management
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Economics
MidAmerica Securities Management Company September 2012 - Present
The Krause Fund - The University of Iowa August 2014 - December 2014
Cambridge Investment Research May 2013 - August 2013
Kalb Farms May 2009 - June 2011
Skills
Public Speaking, Microsoft Excel, Stock Market, Customer Service, Technical Analysis, Leadership, Market Research, Investments, Financial Modeling, Microsoft Word, Time Management, Mutual Funds, Leading Groups, Portfolio Optimization, Customer Relations, Portfolio Management, Variable Annuities, Account Liquidation, Problem Solving, PowerPoint, Teamwork, Financial Analysis, Finance, Equity Trading, Analysis, Management, Social Media, Valuation, Risk Management
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Economics
Jordan Holtkamp Jordan Holtkamp's Cambridge Investment Research Experience November 2012 - Present
Job Trader at Cambridge Investment Research
Industry
Experience
Cambridge Investment Research November 2012 - Present
AEGON Americas May 2011 - January 2012
Premier Property Management, LLC August 2007 - May 2011
Mt. Pleasant Family Aquatic Center May 2004 - August 2010
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, ARGUS, PowerPoint, Sales
Education
University of Northern Iowa 2007 — 2012
Finance/Real Estate
Cambridge Investment Research November 2012 - Present
AEGON Americas May 2011 - January 2012
Premier Property Management, LLC August 2007 - May 2011
Mt. Pleasant Family Aquatic Center May 2004 - August 2010
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, ARGUS, PowerPoint, Sales
Education
University of Northern Iowa 2007 — 2012
Finance/Real Estate
Eric Schwartz Eric Schwartz's Cambridge Investment Research Experience 1981 - Present
Job Chief Executive Officer and Chairman of the Board at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research 1981 - Present
Education
University of Massachusetts Boston
Cambridge Investment Research 1981 - Present
Education
University of Massachusetts Boston
Evan Cole Evan Cole's Cambridge Investment Research Experience September 2009 - Present
Job Executive Vice President, Gateway Financial Advisors,, Broker Dealer: Cambridge Investment Reseach
Industry Financial Services
Experience
Cambridge Investment Research September 2009 - Present
Peachtree Settlement Funding August 2009 - March 2013
Peachtree Settlement Funding October 2007 - March 2013
People Reaching Out May 2006 - January 2010
AIG Retirement Services April 1985 - January 2007
Skills
Fixed Annuities, Strategic Planning, Retirement Planning, Retirement, Financial Markets, Alternative Investments, Asset Management, Business Development, Financial Advisory, Financial Services, Insurance, Investment Advisory, Investments, Leadership, Life Insurance, Management, Mergers, Marketing, Mutual Funds, Nonprofits, Portfolio Management, Risk Management, Public Speaking, Series 63, Series 7, Strategic Financial..., Training, Wealth Management, Asset Allocation, Finance, Financial Planning, Sales, Securities
Education
University of New Hampshire 1972 — 1978
BS, Environmental Science
Roosevelt High School
Cambridge Investment Research September 2009 - Present
Peachtree Settlement Funding August 2009 - March 2013
Peachtree Settlement Funding October 2007 - March 2013
People Reaching Out May 2006 - January 2010
AIG Retirement Services April 1985 - January 2007
Skills
Fixed Annuities, Strategic Planning, Retirement Planning, Retirement, Financial Markets, Alternative Investments, Asset Management, Business Development, Financial Advisory, Financial Services, Insurance, Investment Advisory, Investments, Leadership, Life Insurance, Management, Mergers, Marketing, Mutual Funds, Nonprofits, Portfolio Management, Risk Management, Public Speaking, Series 63, Series 7, Strategic Financial..., Training, Wealth Management, Asset Allocation, Finance, Financial Planning, Sales, Securities
Education
University of New Hampshire 1972 — 1978
BS, Environmental Science
Roosevelt High School
Thomas Bischof Thomas Bischof's Cambridge Investment Research Experience December 1998 - October 2000
Job Investment Consultant and Chief Compliance Officer at Bagby Wealth Management
Industry Financial Services
Experience
Bagby Wealth Management January 1998 - Present
Bagby Wealth Management December 2001 - Present
Bagby Wealth Management June 2012 - Present
LPL Financial November 2000 - January 2013
City Council of Bloomfield Missouri April 2007 - April 2011
Cambridge Investment Research December 1998 - October 2000
LPL Financial February 1998 - October 1998
Attorney At Law at Powell, Ringer and Bischof 1982 - 1997
Skills
Private Trustee
Education
University of Missouri-Kansas City 1976 — 1978
J.D., Law
St. Louis University 1973 — 1974
B.S., Medical Technology Undergraduate
University of Missouri-Columbia 1969 — 1972
B.A., Zoology Undergraduate
Bagby Wealth Management January 1998 - Present
Bagby Wealth Management December 2001 - Present
Bagby Wealth Management June 2012 - Present
LPL Financial November 2000 - January 2013
City Council of Bloomfield Missouri April 2007 - April 2011
Cambridge Investment Research December 1998 - October 2000
LPL Financial February 1998 - October 1998
Attorney At Law at Powell, Ringer and Bischof 1982 - 1997
Skills
Private Trustee
Education
University of Missouri-Kansas City 1976 — 1978
J.D., Law
St. Louis University 1973 — 1974
B.S., Medical Technology Undergraduate
University of Missouri-Columbia 1969 — 1972
B.A., Zoology Undergraduate
Gary Gagnon's Cambridge Investment Research Experience April 2004 - Present
Job VP Technology at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research April 2004 - Present
Adaptive Search 2003 - 2008
BenefitAmerica, a UnumProvident Company 2001 - 2003
Analytika, a Division of Dendrite, International 1995 - 2001
APACHE Medical Systems 1989 - 1995
Computer Sciences Corporation 1984 - 1989
Skills
Agile Methodologies
Education
University of Maryland College Park
BS, Information Systems
Cambridge Investment Research April 2004 - Present
Adaptive Search 2003 - 2008
BenefitAmerica, a UnumProvident Company 2001 - 2003
Analytika, a Division of Dendrite, International 1995 - 2001
APACHE Medical Systems 1989 - 1995
Computer Sciences Corporation 1984 - 1989
Skills
Agile Methodologies
Education
University of Maryland College Park
BS, Information Systems
Tim Hayes, AIF®, CRPS®, CFS®, AWMA®'s Cambridge Investment Research Experience August 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Cambridge Investment Research August 2010 - Present
MetLife Resources April 1989 - February 2010
Education
University of South Florida 1983 — 1988
Bachelor's degree
Beverly High
Northfield Mount Hermon
Cambridge Investment Research August 2010 - Present
MetLife Resources April 1989 - February 2010
Education
University of South Florida 1983 — 1988
Bachelor's degree
Beverly High
Northfield Mount Hermon
Molly Brokken Molly Brokken's Cambridge Investment Research Experience February 2014 - Present
Job Business Development Consultant at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research February 2014 - Present
Cambridge Investment Research June 2013 - February 2014
Cambridge Investment Research May 2012 - August 2012
Education
University of Northern Iowa 2009 — 2013
Bachelor of Arts (B.A.), Finance, General
Cambridge Investment Research February 2014 - Present
Cambridge Investment Research June 2013 - February 2014
Cambridge Investment Research May 2012 - August 2012
Education
University of Northern Iowa 2009 — 2013
Bachelor of Arts (B.A.), Finance, General
Todd Clark's Cambridge Investment Research Experience March 2010 - Present
Job Regional Director / Advocacy & Supervision at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research March 2010 - Present
Playmor Bernardo Home Owners Association 2007 - May 2011
Associated Securities Corp. December 2005 - March 2009
AIG Financial Advisors 1994 - 2005
Education
University of Phoenix
B.S. Business Administration
Cambridge Investment Research March 2010 - Present
Playmor Bernardo Home Owners Association 2007 - May 2011
Associated Securities Corp. December 2005 - March 2009
AIG Financial Advisors 1994 - 2005
Education
University of Phoenix
B.S. Business Administration
Gabriel Cooper Gabriel Cooper's Cambridge Investment Research Experience February 2001 - September 2015
Job Director of Business Development, Client Marketing Systems, Inc. Advisors Assistant CRM
Industry Financial Services
Experience
Client Marketing Systems, Inc. September 2015 - Present
PureNyx Design January 2011 - Present
Cambridge Investment Research February 2001 - September 2015
The Mjolnir Corporation January 2007 - November 2010
Skills
Securities, FINRA, Series 7, Investment Advisory, Strategic Financial..., Web Design, Series 24, Website Development, Wealth Management, Retirement, Financial Advisory, Web Development, Financial Services, Social Media, 401k, Financial Planners, Retirement Planning, Content Management, Asset Management, Investments, Alternative Investments, Uniform Combined State..., Investment Strategies, Risk Management, Series 66, series 53, series 3, Registered Investment..., Financial Planning, Web Content Management, Internet Research, Insurance, Wealth, Personal Financial..., Technology Integration, Strategic Business, Contact Management, Research
Education
University of Missouri-Rolla 1995 — 2000
B.A., Philosophy
Client Marketing Systems, Inc. September 2015 - Present
PureNyx Design January 2011 - Present
Cambridge Investment Research February 2001 - September 2015
The Mjolnir Corporation January 2007 - November 2010
Skills
Securities, FINRA, Series 7, Investment Advisory, Strategic Financial..., Web Design, Series 24, Website Development, Wealth Management, Retirement, Financial Advisory, Web Development, Financial Services, Social Media, 401k, Financial Planners, Retirement Planning, Content Management, Asset Management, Investments, Alternative Investments, Uniform Combined State..., Investment Strategies, Risk Management, Series 66, series 53, series 3, Registered Investment..., Financial Planning, Web Content Management, Internet Research, Insurance, Wealth, Personal Financial..., Technology Integration, Strategic Business, Contact Management, Research
Education
University of Missouri-Rolla 1995 — 2000
B.A., Philosophy
Lora Baccam Lora Baccam's Cambridge Investment Research Experience April 2013 - Present
Job Transition Consultant at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research April 2013 - Present
Cambridge Investment Research July 2012 - March 2013
Cambridge Investment Research November 2010 - June 2012
U.S. Bank September 2009 - October 2010
Skills
Management, Training, Business Process, Program Management, Analysis
Education
University of Iowa 2001 — 2006
International Studies, Communications
Cambridge Investment Research April 2013 - Present
Cambridge Investment Research July 2012 - March 2013
Cambridge Investment Research November 2010 - June 2012
U.S. Bank September 2009 - October 2010
Skills
Management, Training, Business Process, Program Management, Analysis
Education
University of Iowa 2001 — 2006
International Studies, Communications
Audra Gilpin Audra Gilpin's Cambridge Investment Research Experience January 2012 - May 2012
Job Team Lead, Business Development Support at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research January 2012 - May 2012
True Image Entertainment September 2011 - November 2011
Hawthorne Direct April 1997 - March 2011
Hawthorne Direct January 1995 - April 1997
Skills
Flexible, Driven,..., Media Planning, Media Buying, Direct Response, Direct Mail, CRM, Budgets, Series 7, Management, Training, Recruiting, Business Development, Sales, Advertising, Lead Generation
Education
University of Iowa 1988 — 1990
BA, Communications / Public Relations
Fairfield High School
Cambridge Investment Research January 2012 - May 2012
True Image Entertainment September 2011 - November 2011
Hawthorne Direct April 1997 - March 2011
Hawthorne Direct January 1995 - April 1997
Skills
Flexible, Driven,..., Media Planning, Media Buying, Direct Response, Direct Mail, CRM, Budgets, Series 7, Management, Training, Recruiting, Business Development, Sales, Advertising, Lead Generation
Education
University of Iowa 1988 — 1990
BA, Communications / Public Relations
Fairfield High School
Laura Olson's Cambridge Investment Research Experience June 2008 - August 2008
Job Financial Planning & Analysis at Airbnb
Industry Internet
Experience
Airbnb August 2013 - Present
PwC July 2011 - August 2013
Apple Inc. May 2010 - July 2010
SWIFT June 2009 - August 2009
Cambridge Investment Research June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Finance, Corporate Finance
Education
University of Southern California 2007 — 2011
Bachelor of Science (B.S.), Business Administration
University of Southern California 2007 — 2011
Bachelor of Science (B.S.), Accounting
Airbnb August 2013 - Present
PwC July 2011 - August 2013
Apple Inc. May 2010 - July 2010
SWIFT June 2009 - August 2009
Cambridge Investment Research June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Finance, Corporate Finance
Education
University of Southern California 2007 — 2011
Bachelor of Science (B.S.), Business Administration
University of Southern California 2007 — 2011
Bachelor of Science (B.S.), Accounting
Janna Kramer's Cambridge Investment Research Experience March 2006 - March 2009
Job Certified Pharmacy Technician at Target
Industry Retail
Experience
Target February 2011 - Present
Cambridge Investment Research, March 2006 - March 2009
Education
University of Northern Iowa 2002 — 2005
BA, Religious Studies
Target February 2011 - Present
Cambridge Investment Research, March 2006 - March 2009
Education
University of Northern Iowa 2002 — 2005
BA, Religious Studies
Michelle Nabiliwa's Cambridge Investment Research Experience October 2007 - January 2009
Job Compliance Specialist at Investment Advisors Corp.
Industry Investment Management
Experience
Broker Dealer Financial Services Corp. June 2014 - Present
Investment Advisors Corp. June 2014 - Present
Principal Financial Group April 2013 - June 2014
Cambridge Investment Research, Inc. April 2012 - April 2013
Cambridge Investment Research, Inc January 2009 - April 2012
Cambridge Investment Research October 2007 - January 2009
Cambridge Investment Research September 2006 - October 2007
Fairfield Police, IA Police Dept. 2004 - 2006
Peace Corps 2001 - 2003
Skills
FINRA, Series 7, Series 24, Strategic Financial..., Series 66, Series 3, Compliance, Customer Relations, Suitability Analysis, Financial Planning, Third Party Money..., Working Remotely, Social Media, Microsoft Office, Writing, Promotional Writing, Grant Writing, Volunteer Coordination, Fundraising, Community Outreach, Coordinating Events, conversational French, 401k, 401k Rollovers, 403 b, General Securities..., Uniform Combined State..., Investments, Financial Services, Securities
Education
University of Northern Iowa 1994 — 1999
BA, Political Science
University of Northern Iowa
BA Political Science, Political Science
Broker Dealer Financial Services Corp. June 2014 - Present
Investment Advisors Corp. June 2014 - Present
Principal Financial Group April 2013 - June 2014
Cambridge Investment Research, Inc. April 2012 - April 2013
Cambridge Investment Research, Inc January 2009 - April 2012
Cambridge Investment Research October 2007 - January 2009
Cambridge Investment Research September 2006 - October 2007
Fairfield Police, IA Police Dept. 2004 - 2006
Peace Corps 2001 - 2003
Skills
FINRA, Series 7, Series 24, Strategic Financial..., Series 66, Series 3, Compliance, Customer Relations, Suitability Analysis, Financial Planning, Third Party Money..., Working Remotely, Social Media, Microsoft Office, Writing, Promotional Writing, Grant Writing, Volunteer Coordination, Fundraising, Community Outreach, Coordinating Events, conversational French, 401k, 401k Rollovers, 403 b, General Securities..., Uniform Combined State..., Investments, Financial Services, Securities
Education
University of Northern Iowa 1994 — 1999
BA, Political Science
University of Northern Iowa
BA Political Science, Political Science
Andrea Shafer's Cambridge Investment Research Experience December 2011 - Present
Job Assistant Vice President, Compliance at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research December 2011 - Present
Education
University of Iowa College of Law
J.D.
Wartburg College
Political Science, International Relations
Cambridge Investment Research December 2011 - Present
Education
University of Iowa College of Law
J.D.
Wartburg College
Political Science, International Relations
Dakota Ingles's Cambridge Investment Research Experience May 2014 - August 2014
Job Technical, Network and System Administrator
Industry Computer Networking
Experience
Merchants Bonding Company June 2015 - Present
University of Northern Iowa August 2014 - Present
Northern Iowan Newspaper August 2013 - May 2015
Cambridge Investment Research May 2014 - August 2014
Nothern Iowan Newspaper August 2012 - August 2013
John Deere March 2012 - April 2013
Dubuque County Conservation Board May 2010 - August 2010
Skills
Network Security, Networking, Computer Hardware, Soldering, Troubleshooting, Operating Systems, Python, Photoshop, Java, PHP, MySQL, HTML, SQL, Customer Service, Windows, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Time Management, Editing, Teamwork, Leadership, InDesign, Graphic Design, Adobe Creative Suite, Data Analysis
Education
University of Northern Iowa 2010 — 2015
Bachelor of Science (BS), Networking and System Administration, Junior
Merchants Bonding Company June 2015 - Present
University of Northern Iowa August 2014 - Present
Northern Iowan Newspaper August 2013 - May 2015
Cambridge Investment Research May 2014 - August 2014
Nothern Iowan Newspaper August 2012 - August 2013
John Deere March 2012 - April 2013
Dubuque County Conservation Board May 2010 - August 2010
Skills
Network Security, Networking, Computer Hardware, Soldering, Troubleshooting, Operating Systems, Python, Photoshop, Java, PHP, MySQL, HTML, SQL, Customer Service, Windows, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Time Management, Editing, Teamwork, Leadership, InDesign, Graphic Design, Adobe Creative Suite, Data Analysis
Education
University of Northern Iowa 2010 — 2015
Bachelor of Science (BS), Networking and System Administration, Junior
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY