Cambridge Investment Research, Inc.
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.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportCambridge Investment Research, Inc.WebsiteDirections Saved (0) Saved Save Financial planner in New York City, New York Address: 340 Madison Ave, New York, NY 10173 Phone: (212) 924-2290: : : : Website: : Hours: Place name: : Category: Website: http://www.schneiderwealthstrategies.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cambridge Investment Research, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
Cambridge Investment Research, Inc. 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, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Cambridge Investment Research, Inc. Employees
Employee
Years
Job
Industry
Dylan McKinnon Dylan McKinnon's Cambridge Investment Research, Inc. Experience May 2015 - August 2015
Job Law Student at University of Iowa College of Law
Industry Law Practice
Experience
University of Iowa - Henry B. Tippie College of Business August 2015 - Present
Cambridge Investment Research, Inc. May 2015 - August 2015
Education
University of Iowa College of Law 2014 — 2017
Juris Doctor (J.D.)
Brigham Young University 2007 — 2014
Bachelor's Degree, Italian Language and Literature
Lone Peak High School 2005 — 2007
High School
ACS International School 2003 — 2005
High School
University of Iowa - Henry B. Tippie College of Business August 2015 - Present
Cambridge Investment Research, Inc. May 2015 - August 2015
Education
University of Iowa College of Law 2014 — 2017
Juris Doctor (J.D.)
Brigham Young University 2007 — 2014
Bachelor's Degree, Italian Language and Literature
Lone Peak High School 2005 — 2007
High School
ACS International School 2003 — 2005
High School
Emily Cracker Emily Cracker's Cambridge Investment Research, Inc. Experience May 2013 - December 2013
Job Here To Help You Find A Job You Love!
Industry Construction
Experience
Cumming Corporation September 2014 - Present
Portico Staffing January 2014 - August 2014
Cambridge Investment Research, Inc. May 2013 - December 2013
Central College August 2010 - December 2013
Veel Hoeden August 2012 - December 2012
Farm Bureau Financial Services May 2012 - August 2012
Kids Company August 2008 - December 2011
Skills
Leadership, Time Management, Teamwork, Critical Thinking, Analysis, PowerPoint, Customer Service, Marketing, Microsoft Excel, Microsoft Office, Public Speaking, Property & Casualty..., Project Management, Data Entry, Human Resources, Management, Microsoft Word, Insurance, Claim, Event Planning, Temporary Staffing, Communication, Recruiting, Interviews, Talent Acquisition
Education
Central College 2010 — 2014
Bachelor of Arts (B.A.), Business Management; Marketing; Economics, Senior
Waukee High School 2008 — 2010
High School Diploma, General Studies
Fairfield High School 2006 — 2008
Cumming Corporation September 2014 - Present
Portico Staffing January 2014 - August 2014
Cambridge Investment Research, Inc. May 2013 - December 2013
Central College August 2010 - December 2013
Veel Hoeden August 2012 - December 2012
Farm Bureau Financial Services May 2012 - August 2012
Kids Company August 2008 - December 2011
Skills
Leadership, Time Management, Teamwork, Critical Thinking, Analysis, PowerPoint, Customer Service, Marketing, Microsoft Excel, Microsoft Office, Public Speaking, Property & Casualty..., Project Management, Data Entry, Human Resources, Management, Microsoft Word, Insurance, Claim, Event Planning, Temporary Staffing, Communication, Recruiting, Interviews, Talent Acquisition
Education
Central College 2010 — 2014
Bachelor of Arts (B.A.), Business Management; Marketing; Economics, Senior
Waukee High School 2008 — 2010
High School Diploma, General Studies
Fairfield High School 2006 — 2008
Ali Swigart Ali Swigart's Cambridge Investment Research, Inc. Experience August 2015 - Present
Job Team Lead, Knowledge Center at Cambridge Investment Research, Inc.
Industry Marketing and Advertising
Experience
Cambridge Investment Research, Inc. August 2015 - Present
Cambridge Investment Research May 2014 - Present
Cambridge Investment Research May 2013 - May 2014
Cambridge Investment Research May 2012 - May 2013
Man Up Nation January 2012 - May 2012
Central College January 2009 - May 2012
Graduation Images and Marathon Foto May 2009 - August 2009
Graduation Images and Marathon Foto May 2009 - August 2009
Skills
Microsoft Office, Blogging, Event Planning, Time Management, Social Media, Research, PowerPoint, Public Speaking, Facebook, Microsoft Word, Microsoft Excel, Social Networking, Customer Service, Social Media Marketing, Public Relations, Photoshop, Marketing
Education
Central College 2008 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Central College 2008 — 2012
Bachelor of Arts (B.A.), Business Management, Communication Studies
Cambridge Investment Research, Inc. August 2015 - Present
Cambridge Investment Research May 2014 - Present
Cambridge Investment Research May 2013 - May 2014
Cambridge Investment Research May 2012 - May 2013
Man Up Nation January 2012 - May 2012
Central College January 2009 - May 2012
Graduation Images and Marathon Foto May 2009 - August 2009
Graduation Images and Marathon Foto May 2009 - August 2009
Skills
Microsoft Office, Blogging, Event Planning, Time Management, Social Media, Research, PowerPoint, Public Speaking, Facebook, Microsoft Word, Microsoft Excel, Social Networking, Customer Service, Social Media Marketing, Public Relations, Photoshop, Marketing
Education
Central College 2008 — 2012
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Central College 2008 — 2012
Bachelor of Arts (B.A.), Business Management, Communication Studies
Colin Ludlow Colin Ludlow's Cambridge Investment Research, Inc. Experience May 2015 - Present
Job Financial Educator at Social Entrepreneurs of Grinnell
Industry Higher Education
Experience
Cambridge Investment Research, Inc. May 2015 - Present
Social Entrepreneurs of Grinnell January 2014 - Present
Grinnell College September 2013 - Present
Grinnell College August 2014 - May 2015
Pioneer Communications August 2013 - December 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Stata, Minitab, Spanish, Mandarin
Education
Grinnell College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Grinnell College 2011 — 2015
Economics
Cambridge Investment Research, Inc. May 2015 - Present
Social Entrepreneurs of Grinnell January 2014 - Present
Grinnell College September 2013 - Present
Grinnell College August 2014 - May 2015
Pioneer Communications August 2013 - December 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Stata, Minitab, Spanish, Mandarin
Education
Grinnell College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Grinnell College 2011 — 2015
Economics
Steven Cherry Steven Cherry's Cambridge Investment Research, Inc. Experience June 2015 - Present
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
Heather Holbert Heather Holbert's Cambridge Investment Research, Inc. Experience November 2014 - 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
Kevin Manz's Cambridge Investment Research, Inc. Experience July 2015 - Present
Job VP Operations at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. July 2015 - Present
Cetera Financial Group December 2011 - July 2015
Broker Dealer Financial Services Corp. May 2009 - December 2011
Skills
Series 7, Wealth Management, Mutual Funds, Insurance, Securities, Series 63, Financial Services, Management, Risk Management, Customer Service
Education
Iowa State University 1994 — 1998
Bachelor's degree, Management and Marketing
Cambridge Investment Research, Inc. July 2015 - Present
Cetera Financial Group December 2011 - July 2015
Broker Dealer Financial Services Corp. May 2009 - December 2011
Skills
Series 7, Wealth Management, Mutual Funds, Insurance, Securities, Series 63, Financial Services, Management, Risk Management, Customer Service
Education
Iowa State University 1994 — 1998
Bachelor's degree, Management and Marketing
Michael Cice's Cambridge Investment Research, Inc. Experience 2012 - 2015
Job Investment Advisor at Allied Financial Consultants, LLP
Industry Financial Services
Experience
Allied Financial Consultants, LLP February 2000 - Present
Cambridge Investment Research, Inc. 2012 - 2015
Skills
Retirement, Retirement Planning, Series 7, Strategic Financial..., Financial Advisory, Insurance, Investments, Wealth, Wealth Management, Life Insurance, Term Life Insurance, Employee Benefits, Estate Planning, Finance, Fixed Annuities, Long Term Care Insurance, IRAs, Uniform Combined State..., Portfolio Management, Equities, Mutual Funds, Investment Advisory, Asset Management, Investment Strategies, Asset Allocation, Fixed Income, Tax, Investment Management, Financial Analysis, Bonds, ETFs, High Net Worth..., 401k, Residential Mortgages, Financial Risk, Small Business, Wealth Management..., Long-term Care, Series 63, Securities, Financial Planners, Alternative Investments, 529 Plans, Risk Management, Personal Financial..., Underwriting, Retirement Savings, Roth IRA, College Savings Plans, Wealth Accumulation
Education
Temple University 1970 — 1973
Allied Financial Consultants, LLP February 2000 - Present
Cambridge Investment Research, Inc. 2012 - 2015
Skills
Retirement, Retirement Planning, Series 7, Strategic Financial..., Financial Advisory, Insurance, Investments, Wealth, Wealth Management, Life Insurance, Term Life Insurance, Employee Benefits, Estate Planning, Finance, Fixed Annuities, Long Term Care Insurance, IRAs, Uniform Combined State..., Portfolio Management, Equities, Mutual Funds, Investment Advisory, Asset Management, Investment Strategies, Asset Allocation, Fixed Income, Tax, Investment Management, Financial Analysis, Bonds, ETFs, High Net Worth..., 401k, Residential Mortgages, Financial Risk, Small Business, Wealth Management..., Long-term Care, Series 63, Securities, Financial Planners, Alternative Investments, 529 Plans, Risk Management, Personal Financial..., Underwriting, Retirement Savings, Roth IRA, College Savings Plans, Wealth Accumulation
Education
Temple University 1970 — 1973
Andrew Grace ChFC®, AIF® Andrew Grace ChFC®, AIF®'s Cambridge Investment Research, Inc. Experience 2009 - Present
Job Partner / Financial Advisor at Capital View Wealth Management
Industry Financial Services
Experience
Capital View Wealth Management March 2012 - Present
Cambridge Investment Research, Inc. 2009 - Present
The Conte Browne Group November 2005 - May 2012
Prudential Financial June 2000 - October 2005
Skills
Wealth Management, Investments, FINRA, Securities, Investment Advisory, Financial Advisory, 401k Rollovers, Retirement Planning, Retirement, IRAs, Finance, Investment Strategies, Strategic Financial..., Mutual Funds, Fixed Annuities, 401k, Asset Allocation, Series 7
Education
The American College
ChFC, Financial Planning and Services
College for Financial Planning
CMFC, Financial Planning and Services
Harrisburg Area Community College
Business Administration and Management
Capital View Wealth Management March 2012 - Present
Cambridge Investment Research, Inc. 2009 - Present
The Conte Browne Group November 2005 - May 2012
Prudential Financial June 2000 - October 2005
Skills
Wealth Management, Investments, FINRA, Securities, Investment Advisory, Financial Advisory, 401k Rollovers, Retirement Planning, Retirement, IRAs, Finance, Investment Strategies, Strategic Financial..., Mutual Funds, Fixed Annuities, 401k, Asset Allocation, Series 7
Education
The American College
ChFC, Financial Planning and Services
College for Financial Planning
CMFC, Financial Planning and Services
Harrisburg Area Community College
Business Administration and Management
Will Parrish | Financial Plannner & CDFA™ Will Parrish | Financial Plannner & CDFA™'s Cambridge Investment Research, Inc. Experience 2009 - 2015
Job Financial Planner. Certified Divorce Financial Analyst™ (CDFA™) Founder, Southeast Dental Advisors, Inc.
Industry Investment Management
Experience
Slate, Disharoon, Parrish and Associates, LLC May 2009 - Present
South East Dental Advisors May 2009 - Present
Cambridge Investment Research, Inc. 2009 - 2015
Cambridge Investment Research, Inc. 2009 - 2015
East Tennessee Dental Diagnostic Study Group August 2010 - July 2014
Institute for Divorce Financial Analysts™ October 2013 - 2014
Skills
Small Business, Risk Management, Finance, Financial Services, Investments, New Business Development, Entrepreneurship, Team Building, Marketing, Customer Service, Strategic Financial..., Public Speaking, Leadership, Consulting, Teaching
Education
Institute for Divorce Financial Analysts 2013 — 2014
Certified Divorce a Financial Analyst™ CDFA™, Financial planning for those facing divorce.
Carson-Newman College 1996 — 1999
Slate, Disharoon, Parrish and Associates, LLC May 2009 - Present
South East Dental Advisors May 2009 - Present
Cambridge Investment Research, Inc. 2009 - 2015
Cambridge Investment Research, Inc. 2009 - 2015
East Tennessee Dental Diagnostic Study Group August 2010 - July 2014
Institute for Divorce Financial Analysts™ October 2013 - 2014
Skills
Small Business, Risk Management, Finance, Financial Services, Investments, New Business Development, Entrepreneurship, Team Building, Marketing, Customer Service, Strategic Financial..., Public Speaking, Leadership, Consulting, Teaching
Education
Institute for Divorce Financial Analysts 2013 — 2014
Certified Divorce a Financial Analyst™ CDFA™, Financial planning for those facing divorce.
Carson-Newman College 1996 — 1999
Katie Whitaker Katie Whitaker's Cambridge Investment Research, Inc. Experience November 2014 - Present
Job Specialist, Strategic Projects at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. November 2014 - Present
Cambridge Investment Research, Inc. September 2012 - November 2014
Kelderman Manufacturing 2008 - 2012
Skills
Administration, Spreadsheets, Research, Event Planning, Teamwork
Education
University of Northern Iowa 2002 — 2006
Bachelor of Arts (B.A.), Art History
Cambridge Investment Research, Inc. November 2014 - Present
Cambridge Investment Research, Inc. September 2012 - November 2014
Kelderman Manufacturing 2008 - 2012
Skills
Administration, Spreadsheets, Research, Event Planning, Teamwork
Education
University of Northern Iowa 2002 — 2006
Bachelor of Arts (B.A.), Art History
Aletha Lunsford's Cambridge Investment Research, Inc. Experience June 2015 - Present
Job Operations Coordinator at Cambridge Investment Research, Inc.
Industry International Trade and Development
Experience
Cambridge Investment Research, Inc. June 2015 - Present
The University of Iowa Development InternExtreme Response InternationalAugust 2014 - December 2014
Moeller Photography July 2010 - August 2014
Mt. Pleasant Family Aquatic Pool June 2010 - September 2013
Skills
Microsoft Office, Time Management, Strategic Planning, International..., Global Management, Global Business..., Microsoft Excel, Research, Cpr Certified, Social Networking, Advertising
Education
University of Iowa 2012 — 2015
International Business, Minor in Communication Studies, International Business/Trade/Commerce
Harmony High School 2008 — 2012
Pontificia Universidad Católica del Ecuador
Spanish Language and Literature
Cambridge Investment Research, Inc. June 2015 - Present
The University of Iowa Development InternExtreme Response InternationalAugust 2014 - December 2014
Moeller Photography July 2010 - August 2014
Mt. Pleasant Family Aquatic Pool June 2010 - September 2013
Skills
Microsoft Office, Time Management, Strategic Planning, International..., Global Management, Global Business..., Microsoft Excel, Research, Cpr Certified, Social Networking, Advertising
Education
University of Iowa 2012 — 2015
International Business, Minor in Communication Studies, International Business/Trade/Commerce
Harmony High School 2008 — 2012
Pontificia Universidad Católica del Ecuador
Spanish Language and Literature
Alfred Marciano Alfred Marciano's Cambridge Investment Research, Inc. Experience January 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Cambridge Investment Research, Inc. January 2012 - Present
The Investment Center, Inc. June 2009 - December 2011
MetLife October 2002 - June 2009
First Investors January 1999 - October 2002
Skills
Insurance Planning, Retirement Planning, Retirement Income..., College Education..., Medicare Supplements, Ministry Leadership, Public Speaking
Education
St. John's University
Bachelor of Science in Accounting, Accounting
Cambridge Investment Research, Inc. January 2012 - Present
The Investment Center, Inc. June 2009 - December 2011
MetLife October 2002 - June 2009
First Investors January 1999 - October 2002
Skills
Insurance Planning, Retirement Planning, Retirement Income..., College Education..., Medicare Supplements, Ministry Leadership, Public Speaking
Education
St. John's University
Bachelor of Science in Accounting, Accounting
Gary A Wood, CPA Gary A Wood, CPA's Cambridge Investment Research, Inc. Experience January 2009 - September 2012
Job Tax & Wealth Management Advisor
Industry Financial Services
Experience
HD Vest Investment Services SM October 2012 - Present
Wood & Associates Tax and Wealth Management LLC January 2009 - Present
Cambridge Investment Research, Inc. January 2009 - September 2012
AXA Advisors, LLC 2006 - 2009
The Grillo Companies 2001 - 2006
First American Title Insurance Company 1982 - 2001
Hunters Creek Homes, Inc. 1989 - 1994
Deloitte & Touche 1979 - 1982
Skills
Small Business, Life Insurance, Wealth Management, Accounting, Real Estate, Personal Tax Planning, Independent Financial..., Wealth Accumulation..., Investments, Creative Problem Solving, College Savings Plans, Helping Clients, Building Relationships, CPA, Retirement Planning, Comprehensive Financial..., Estate and Trust..., Portfolio Assessment, Wealth Preservation, Wealth Succession, Fixed and Variable...
Education
University of Michigan-Dearborn 1974 — 1978
BBA, Accounting & Finance
HD Vest Investment Services SM October 2012 - Present
Wood & Associates Tax and Wealth Management LLC January 2009 - Present
Cambridge Investment Research, Inc. January 2009 - September 2012
AXA Advisors, LLC 2006 - 2009
The Grillo Companies 2001 - 2006
First American Title Insurance Company 1982 - 2001
Hunters Creek Homes, Inc. 1989 - 1994
Deloitte & Touche 1979 - 1982
Skills
Small Business, Life Insurance, Wealth Management, Accounting, Real Estate, Personal Tax Planning, Independent Financial..., Wealth Accumulation..., Investments, Creative Problem Solving, College Savings Plans, Helping Clients, Building Relationships, CPA, Retirement Planning, Comprehensive Financial..., Estate and Trust..., Portfolio Assessment, Wealth Preservation, Wealth Succession, Fixed and Variable...
Education
University of Michigan-Dearborn 1974 — 1978
BBA, Accounting & Finance
Christina Hamm, SHRM-CP, PHR Christina Hamm, SHRM-CP, PHR's Cambridge Investment Research, Inc. Experience June 2015 - Present
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
Akber Ali Akber Ali's Cambridge Investment Research, Inc. Experience May 2014 - Present
Job Sr. Application Developer at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. May 2014 - Present
Maharishi School of the Age of Enlightenment May 2010 - May 2014
International Species Information System October 2008 - August 2010
Skills
C#, ASP.Net, SQL..., OOP, Software Project..., Brainstorming, ASP.Net MVC, Entity Framework
Education
Maharishi University of Management
MSCS, Computer Science
Quaid-e-Azam University, Islamabad
Master's degree, Computer Science
Cambridge Investment Research, Inc. May 2014 - Present
Maharishi School of the Age of Enlightenment May 2010 - May 2014
International Species Information System October 2008 - August 2010
Skills
C#, ASP.Net, SQL..., OOP, Software Project..., Brainstorming, ASP.Net MVC, Entity Framework
Education
Maharishi University of Management
MSCS, Computer Science
Quaid-e-Azam University, Islamabad
Master's degree, Computer Science
Kristina Quinn Kristina Quinn's Cambridge Investment Research, Inc. Experience October 2014 - Present
Job Assistant Vice President, Operations at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. October 2014 - Present
Cambridge Investment Research, Inc June 1997 - October 2014
Skills
Series 7, Series 24, Series 66, Dale Carnegie Training:...
Education
Indian Hills Community College
Cambridge Investment Research, Inc. October 2014 - Present
Cambridge Investment Research, Inc June 1997 - October 2014
Skills
Series 7, Series 24, Series 66, Dale Carnegie Training:...
Education
Indian Hills Community College
Drew Cullum Drew Cullum's Cambridge Investment Research, Inc. Experience September 2005 - Present
Job Registered Representative at Cambridge Investment Research, Inc
Industry Financial Services
Experience
TREW Benefits, Inc January 2004 - Present
Cambridge Investment Research, Inc September 2005 - Present
Securian Financial Group May 2002 - September 2005
OneAmerica Financial Partners Inc. July 1994 - May 2002
Robert W. Baird & Co. November 1988 - July 1994
Kemper Financial Services, Inc. December 1986 - November 1988
BMO Harris Bank July 1984 - December 1986
Education
University of Iowa 1980 — 1984
Bachelor of Science (BS), Marketing
TREW Benefits, Inc January 2004 - Present
Cambridge Investment Research, Inc September 2005 - Present
Securian Financial Group May 2002 - September 2005
OneAmerica Financial Partners Inc. July 1994 - May 2002
Robert W. Baird & Co. November 1988 - July 1994
Kemper Financial Services, Inc. December 1986 - November 1988
BMO Harris Bank July 1984 - December 1986
Education
University of Iowa 1980 — 1984
Bachelor of Science (BS), Marketing
Laura Rawson Laura Rawson's Cambridge Investment Research, Inc. Experience February 2008 - Present
Job Director, Public Relations and Creative Marketing at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. February 2008 - Present
Education
Iowa State University 1998 — 2002
Bachelor of Science, Apparel Merchandising, Design and Production
Iowa State University 1998 — 2002
Bachelor of Arts, Advertising, emphasis in Marketing
Cambridge Investment Research, Inc. February 2008 - Present
Education
Iowa State University 1998 — 2002
Bachelor of Science, Apparel Merchandising, Design and Production
Iowa State University 1998 — 2002
Bachelor of Arts, Advertising, emphasis in Marketing
Kaitlyn Flynn Kaitlyn Flynn's Cambridge Investment Research, Inc. Experience August 2014 - Present
Job Client Resolution Specialist at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. August 2014 - Present
University of Iowa Hospitals and Clinics September 2011 - January 2014
Johnson County Social Services May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Teamwork, Microsoft Excel, Social Media, Customer Service, Teaching, Leadership
Education
University of Iowa 2010 — 2013
Bachelor's degree, Human Services, General
Cambridge Investment Research, Inc. August 2014 - Present
University of Iowa Hospitals and Clinics September 2011 - January 2014
Johnson County Social Services May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Teamwork, Microsoft Excel, Social Media, Customer Service, Teaching, Leadership
Education
University of Iowa 2010 — 2013
Bachelor's degree, Human Services, General
Walter Heidenreich Walter Heidenreich's Cambridge Investment Research, Inc. Experience August 2014 - Present
Job CEO, Red Rocks Financial
Industry Financial Services
Experience
Cambridge Investment Research, Inc. August 2014 - Present
Red Rocks Financial January 2012 - Present
Prudential Financial January 2006 - August 2014
Skills
Retirement Planning, Insurance, Life Insurance, Long-term Care, IRAs, Mutual Funds, Strategic Financial..., Disability Insurance, Investment Advisory, Wealth Management, Fixed Annuities
Education
Metropolitan State College of Denver 2000 — 2001
Bachelor of Arts (B.A.), Psychology
Cambridge Investment Research, Inc. August 2014 - Present
Red Rocks Financial January 2012 - Present
Prudential Financial January 2006 - August 2014
Skills
Retirement Planning, Insurance, Life Insurance, Long-term Care, IRAs, Mutual Funds, Strategic Financial..., Disability Insurance, Investment Advisory, Wealth Management, Fixed Annuities
Education
Metropolitan State College of Denver 2000 — 2001
Bachelor of Arts (B.A.), Psychology
Noah Eklund, MBA's Cambridge Investment Research, Inc. Experience August 2010 - November 2010
Job Financial Assistance Advisor
Industry Higher Education
Experience
Indian Hills Community College September 2013 - Present
Ashford University August 2013 - Present
Ashford University September 2012 - July 2013
Ashford University October 2011 - September 2012
Ashford University November 2010 - October 2011
Cambridge Investment Research, Inc August 2010 - November 2010
Cambridge Investment Research February 2010 - August 2010
BankIowa September 2007 - December 2009
Community 1st Credit Union December 2005 - August 2007
Skills
Customer Service, Microsoft Excel, Management, Finance, Accounting, Microsoft Office, Instructional Design, Distance Learning, Higher Education, Adult Education, E-Learning
Education
Ashford University 2011 — 2013
Master of Business Administration (MBA), Business Administration
University of Northern Iowa 2007 — 2009
Bachelor of Arts (B.A.), Finance, General & Real Estate (Minor)
Indian Hills Community College 2005 — 2007
Associate of Arts (A.A.)
Indian Hills Community College September 2013 - Present
Ashford University August 2013 - Present
Ashford University September 2012 - July 2013
Ashford University October 2011 - September 2012
Ashford University November 2010 - October 2011
Cambridge Investment Research, Inc August 2010 - November 2010
Cambridge Investment Research February 2010 - August 2010
BankIowa September 2007 - December 2009
Community 1st Credit Union December 2005 - August 2007
Skills
Customer Service, Microsoft Excel, Management, Finance, Accounting, Microsoft Office, Instructional Design, Distance Learning, Higher Education, Adult Education, E-Learning
Education
Ashford University 2011 — 2013
Master of Business Administration (MBA), Business Administration
University of Northern Iowa 2007 — 2009
Bachelor of Arts (B.A.), Finance, General & Real Estate (Minor)
Indian Hills Community College 2005 — 2007
Associate of Arts (A.A.)
Anne Spinks, CLU, ChFC Anne Spinks, CLU, ChFC's Cambridge Investment Research, Inc. Experience August 2009 - Present
Job Owner of Nevotti Spinks Asset Management
Industry Financial Services
Experience
Cambridge Investment Research, Inc. August 2009 - Present
Cambridge Investment Research Advisors, Inc. August 2009 - Present
Nevotti Spinks Asset Management August 2004 - Present
Mutual Service Corporation June 1983 - August 2009
Anne N. Spinks, CLU June 1995 - August 2004
Nevotti & Associates, Inc. June 1983 - June 1995
Skills
Series 7, Retirement Planning, Investment Advisory, Retirement, Wealth Management, Mutual Funds, Investments, Strategic Financial..., Securities, Uniform Combined State..., Fixed Annuities, Estate Planning, IRAs, Financial Advisory, FINRA, Asset Management, Investment Strategies, Financial Services, Insurance
Education
Texas Christian University - M.J. Neeley School of Business 1979 — 1983
BBA, Finance
The American College
CLU, ChFC, Chartered Life Underwriter, Chartered Financial Consultant
Cambridge Investment Research, Inc. August 2009 - Present
Cambridge Investment Research Advisors, Inc. August 2009 - Present
Nevotti Spinks Asset Management August 2004 - Present
Mutual Service Corporation June 1983 - August 2009
Anne N. Spinks, CLU June 1995 - August 2004
Nevotti & Associates, Inc. June 1983 - June 1995
Skills
Series 7, Retirement Planning, Investment Advisory, Retirement, Wealth Management, Mutual Funds, Investments, Strategic Financial..., Securities, Uniform Combined State..., Fixed Annuities, Estate Planning, IRAs, Financial Advisory, FINRA, Asset Management, Investment Strategies, Financial Services, Insurance
Education
Texas Christian University - M.J. Neeley School of Business 1979 — 1983
BBA, Finance
The American College
CLU, ChFC, Chartered Life Underwriter, Chartered Financial Consultant
Karen McGarvey Karen McGarvey's Cambridge Investment Research, Inc. Experience May 2003 - Present
Job Registered Investment Advisor at Cambridge Investment Research, Inc.
Industry Investment Management
Experience
Cambridge Investment Research, Inc. May 2003 - Present
McGarvey Brown Wealth Management May 1985 - Present
Skills
Wealth Management, Financial Planning, Portfolio Management, Asset Management, Wealth Preservation..., Account Management
Education
College for Financial Planning 1985 — 1985
Financial Planning and Services
Cambridge Investment Research, Inc. May 2003 - Present
McGarvey Brown Wealth Management May 1985 - Present
Skills
Wealth Management, Financial Planning, Portfolio Management, Asset Management, Wealth Preservation..., Account Management
Education
College for Financial Planning 1985 — 1985
Financial Planning and Services
Terry D. Bahgat, RFC's Cambridge Investment Research, Inc. Experience September 2010 - June 2015
Job CEO of WealthCFO Payroll | HR | Benefits
Industry Financial Services
Experience
WealthCFO Payroll HR Benefits January 2013 - Present
Cambridge Investment Research, Inc. September 2010 - June 2015
Summit Brokerage Services, Inc. June 2004 - September 2010
Wells Fargo Securities 2000 - September 2004
Prudential Financial December 1997 - January 2000
MassMutual February 1995 - December 1997
New York Life August 1988 - February 1995
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Financial Advisory, Financial Services, Investment Advisory, Public Speaking, Payroll, HR Consulting, Strategic Planning, 401k, Small Business, Employee Benefits, Life Insurance, Finance, FINRA, Investment Strategies, Retirement, Mutual Funds, Disability Insurance, Risk Management, Business Planning, Negotiation, Strategic Financial..., Long-term Care, Contract Negotiation, Securities, IRAs, Term Life Insurance, Wealth Accumulation, Series 65, 401k Rollovers, Roth IRA, Financial Planning, Equities, Alternative Investments, Portfolio Management, Long Term Care, Annuities, Succession Planning, Long Term Care Insurance, Bonds, Investment Management, Pensions, Whole Life, Universal Life, College Savings Plans, Estate Tax Planning, Multi-state Payroll...
Education
State University of NY at Fredonia 1982 — 1985
Bachelor of Science (BS), Business/Managerial Economics
State University of New York College at Fredonia 1982 — 1985
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
WealthCFO Payroll HR Benefits January 2013 - Present
Cambridge Investment Research, Inc. September 2010 - June 2015
Summit Brokerage Services, Inc. June 2004 - September 2010
Wells Fargo Securities 2000 - September 2004
Prudential Financial December 1997 - January 2000
MassMutual February 1995 - December 1997
New York Life August 1988 - February 1995
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Financial Advisory, Financial Services, Investment Advisory, Public Speaking, Payroll, HR Consulting, Strategic Planning, 401k, Small Business, Employee Benefits, Life Insurance, Finance, FINRA, Investment Strategies, Retirement, Mutual Funds, Disability Insurance, Risk Management, Business Planning, Negotiation, Strategic Financial..., Long-term Care, Contract Negotiation, Securities, IRAs, Term Life Insurance, Wealth Accumulation, Series 65, 401k Rollovers, Roth IRA, Financial Planning, Equities, Alternative Investments, Portfolio Management, Long Term Care, Annuities, Succession Planning, Long Term Care Insurance, Bonds, Investment Management, Pensions, Whole Life, Universal Life, College Savings Plans, Estate Tax Planning, Multi-state Payroll...
Education
State University of NY at Fredonia 1982 — 1985
Bachelor of Science (BS), Business/Managerial Economics
State University of New York College at Fredonia 1982 — 1985
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Molly Grubb Molly Grubb's Cambridge Investment Research, Inc. Experience September 2012 - Present
Job Retirement & Estate Planning, Insurance Solutions, Employer Benefits, Wealth Management, Speaker & Coach
Industry Financial Services
Experience
Cambridge Investment Research, Inc. September 2012 - Present
Grubb Financial Services September 2012 - Present
Key Investment Services July 2010 - September 2012
National City Bank September 2008 - July 2010
Aon August 2006 - July 2008
Bureau of Workers Compensation March 2006 - August 2006
National City May 2003 - March 2006
Skills
Retirement Planning, Insurance, Financial Planning, Investments, Retirement, Fixed Annuities, Estate Planning, Strategic Financial..., Investment Advisory..., Mutual Funds, 401k, Medicare, Insurance Solutions, Retirement Income..., Tax Sensitive Investing, Investment Advising, Business Succession..., Medicare Planning, 401k Educator, Health Insurance, Social Security, 1031 Exchanges, Finance, Financial Services, Wealth Management, Employee Benefits, Securities
Education
The Ohio State University 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Actuarial Science
Central Alabama Community College 2001 — 2001
General Electives
Licking Valley High School 1997 — 2001
College Prep
Cambridge Investment Research, Inc. September 2012 - Present
Grubb Financial Services September 2012 - Present
Key Investment Services July 2010 - September 2012
National City Bank September 2008 - July 2010
Aon August 2006 - July 2008
Bureau of Workers Compensation March 2006 - August 2006
National City May 2003 - March 2006
Skills
Retirement Planning, Insurance, Financial Planning, Investments, Retirement, Fixed Annuities, Estate Planning, Strategic Financial..., Investment Advisory..., Mutual Funds, 401k, Medicare, Insurance Solutions, Retirement Income..., Tax Sensitive Investing, Investment Advising, Business Succession..., Medicare Planning, 401k Educator, Health Insurance, Social Security, 1031 Exchanges, Finance, Financial Services, Wealth Management, Employee Benefits, Securities
Education
The Ohio State University 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Actuarial Science
Central Alabama Community College 2001 — 2001
General Electives
Licking Valley High School 1997 — 2001
College Prep
Stanley Carra, CLU, ChFC Stanley Carra, CLU, ChFC's Cambridge Investment Research, Inc. Experience November 2010 - Present
Job Carra Wealth Management
Industry Financial Services
Experience
Cambridge Investment Research, Inc. November 2010 - Present
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Investment Advisory, Series 7, Asset Allocation, Portfolio Management, Fixed Annuities, Estate Planning, Securities, Equities, IRAs, Series 63
Education
The American College
Cambridge Investment Research, Inc. November 2010 - Present
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Investment Advisory, Series 7, Asset Allocation, Portfolio Management, Fixed Annuities, Estate Planning, Securities, Equities, IRAs, Series 63
Education
The American College
Christopher H. Tovar, J.D. Christopher H. Tovar, J.D.'s Cambridge Investment Research, Inc. Experience August 2015 - Present
Job VP, Legal at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. August 2015 - Present
Education
The University of Texas at Austin 1996 — 1998
M.A.
University of Michigan Law School 1993 — 1995
J.D.
Duke University 1986 — 1989
B.A.
Cambridge Investment Research, Inc. August 2015 - Present
Education
The University of Texas at Austin 1996 — 1998
M.A.
University of Michigan Law School 1993 — 1995
J.D.
Duke University 1986 — 1989
B.A.
Joshua Van Wyk Joshua Van Wyk's Cambridge Investment Research, Inc. Experience August 2013 - Present
Job Sr. Accounting Liaison at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. August 2013 - Present
Grinnell Mutual Reinsurance June 2012 - August 2012
Key Cooperative April 2010 - February 2012
Fast Trax Motorsports December 2007 - August 2009
Co-Line Mfg. / Goalsetter January 2007 - August 2007
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Economics, Mathematics, Regression Analysis, Statistics, Teamwork, Critical Thinking, Leadership, Management, Mathematica, Time Management
Education
Central College 2009 — 2013
Bachelor of Arts (B.A.), Actuarial Science, 3.49
Cambridge Investment Research, Inc. August 2013 - Present
Grinnell Mutual Reinsurance June 2012 - August 2012
Key Cooperative April 2010 - February 2012
Fast Trax Motorsports December 2007 - August 2009
Co-Line Mfg. / Goalsetter January 2007 - August 2007
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Economics, Mathematics, Regression Analysis, Statistics, Teamwork, Critical Thinking, Leadership, Management, Mathematica, Time Management
Education
Central College 2009 — 2013
Bachelor of Arts (B.A.), Actuarial Science, 3.49
Scott Willman Scott Willman's Cambridge Investment Research, Inc. Experience July 2015 - Present
Job Compliance DDR
Industry Investment Management
Experience
Cambridge Investment Research, Inc. July 2015 - Present
Leff Law Firm, L.L.P. October 2011 - December 2011
Access to Justice Clinic January 2011 - August 2011
CRST Logistics January 2007 - July 2008
Skills
Westlaw, Legal Writing, Legal Research, Criminal Law, Litigation, Courts, Criminal Defense, Public Speaking, Civil Litigation, Contract Negotiation, Mediation, Customer Service, Negotiation, Family Law, Microsoft Word
Education
Thomas M. Cooley Law School 2008 — 2011
J.D., Family Law, Civil Litigation
University of Iowa 2002 — 2006
B.A., Economics
Cambridge Investment Research, Inc. July 2015 - Present
Leff Law Firm, L.L.P. October 2011 - December 2011
Access to Justice Clinic January 2011 - August 2011
CRST Logistics January 2007 - July 2008
Skills
Westlaw, Legal Writing, Legal Research, Criminal Law, Litigation, Courts, Criminal Defense, Public Speaking, Civil Litigation, Contract Negotiation, Mediation, Customer Service, Negotiation, Family Law, Microsoft Word
Education
Thomas M. Cooley Law School 2008 — 2011
J.D., Family Law, Civil Litigation
University of Iowa 2002 — 2006
B.A., Economics
Philip Edgar, APMA Philip Edgar, APMA's Cambridge Investment Research, Inc. Experience 2003 - 2009
Job Financial Advisor with Juhnke Financial Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Guidance Financial Consultants 2009 - 2014
Cambridge Investment Research, Inc. 2003 - 2009
Education
The University of Georgia 1996 — 2000
Bachelor of Arts (B.A.), Economics
South Forsyth H.S
South Forsyth H.S
Ameriprise Financial Services, Inc. April 2014 - Present
Guidance Financial Consultants 2009 - 2014
Cambridge Investment Research, Inc. 2003 - 2009
Education
The University of Georgia 1996 — 2000
Bachelor of Arts (B.A.), Economics
South Forsyth H.S
South Forsyth H.S
Bradley D. Bush Bradley D. Bush's Cambridge Investment Research, Inc. Experience June 2011 - Present
Job Registered Representative, RIA at Cambridge Investment Research, Inc.
Industry
Experience
Cambridge Investment Research, Inc. June 2011 - Present
Bush Insurance & Financial Services June 1991 - Present
Skills
Investments, Public Relations, Event Planning, Leadership
Education
The University of Tennessee College of Business Administration, Knoxville 1984 — 1988
Bachelor's Degree
Cambridge Investment Research, Inc. June 2011 - Present
Bush Insurance & Financial Services June 1991 - Present
Skills
Investments, Public Relations, Event Planning, Leadership
Education
The University of Tennessee College of Business Administration, Knoxville 1984 — 1988
Bachelor's Degree
Richard Stumpf Richard Stumpf's Cambridge Investment Research, Inc. Experience March 2000 - Present
Job OSJ/Branch Manager at Cambridge Investment Research, Inc.
Industry Investment Management
Experience
Cambridge Investment Research, Inc. March 2000 - Present
Financial Benefits, Inc. March 1988 - Present
Financial Planning Association (FPA) 2012 - 2014
MHN Government Services May 2005 - June 2010
CFP Board registered programs January 1998 - January 2010
United States Air Force September 1979 - January 2000
Skills
Investment Management, Retirement Planning, Qualified Retirement..., Life Insurance, Financial Planning, Comprehensive financial..., Estate planning, Charitable Gift Planning, Social Security, Education funding, Executive Benefit..., Investments, Wealth Management, Mutual Funds, Investment Advisory, Retirement, Portfolio Management, Financial Advisory, Finance, Asset Management, Asset Allocation, Insurance, Investment Strategies, Financial Services
Education
University of Montana 1980 — 1983
Master of Business Administration (MBA), Finance, General
Kansas State University 1975 — 1979
BS in Agriculture, Agronomy and Crop Science
Cambridge Investment Research, Inc. March 2000 - Present
Financial Benefits, Inc. March 1988 - Present
Financial Planning Association (FPA) 2012 - 2014
MHN Government Services May 2005 - June 2010
CFP Board registered programs January 1998 - January 2010
United States Air Force September 1979 - January 2000
Skills
Investment Management, Retirement Planning, Qualified Retirement..., Life Insurance, Financial Planning, Comprehensive financial..., Estate planning, Charitable Gift Planning, Social Security, Education funding, Executive Benefit..., Investments, Wealth Management, Mutual Funds, Investment Advisory, Retirement, Portfolio Management, Financial Advisory, Finance, Asset Management, Asset Allocation, Insurance, Investment Strategies, Financial Services
Education
University of Montana 1980 — 1983
Master of Business Administration (MBA), Finance, General
Kansas State University 1975 — 1979
BS in Agriculture, Agronomy and Crop Science
Brian Siems Brian Siems's Cambridge Investment Research, Inc. Experience June 2015 - Present
Job Associate Regional Director at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. June 2015 - Present
Cambridge Investment Research, Inc. February 2015 - June 2015
Cambridge Investment Research February 2014 - February 2015
Ottumwa Country Club February 2012 - November 2013
Hyperion Field Club May 2010 - February 2012
Red Rock Country Club September 2008 - April 2009
Skills
Leadership, Management, Customer Satisfaction, Customer Retention, Business Innovation, Sales, Customer Service, Leadership Development, Conflict Resolution, Financial Reporting, Strategic Planning, Organizational..., Golf, Golf Instruction, Golf Club Repair, Junior Golf, Microsoft Office
Education
Ferris State University 2006 — 2010
BS, Marketing
Cambridge Investment Research, Inc. June 2015 - Present
Cambridge Investment Research, Inc. February 2015 - June 2015
Cambridge Investment Research February 2014 - February 2015
Ottumwa Country Club February 2012 - November 2013
Hyperion Field Club May 2010 - February 2012
Red Rock Country Club September 2008 - April 2009
Skills
Leadership, Management, Customer Satisfaction, Customer Retention, Business Innovation, Sales, Customer Service, Leadership Development, Conflict Resolution, Financial Reporting, Strategic Planning, Organizational..., Golf, Golf Instruction, Golf Club Repair, Junior Golf, Microsoft Office
Education
Ferris State University 2006 — 2010
BS, Marketing
Charles Kaufman Charles Kaufman's Cambridge Investment Research, Inc. Experience November 2004 - Present
Job Financial Advisor, Investment and Insurance Services, Tax Preparation
Industry Financial Services
Experience
Cambridge Investment Research Inc. November 2004 - Present
Charles S. Kaufman May 1975 - Present
Malverne Police Reserve May 1991 - May 2015
MONY Securities Corp. December 2003 - November 2004
Trusted Securities Advisors Corp. September 1996 - December 2003
Education
Adelphi University 1971 — 1975
BBA, Accounting
New York University
School of Continuing Education, Certificate in Personal Tax Counseling
Cambridge Investment Research Inc. November 2004 - Present
Charles S. Kaufman May 1975 - Present
Malverne Police Reserve May 1991 - May 2015
MONY Securities Corp. December 2003 - November 2004
Trusted Securities Advisors Corp. September 1996 - December 2003
Education
Adelphi University 1971 — 1975
BBA, Accounting
New York University
School of Continuing Education, Certificate in Personal Tax Counseling
Jeff Evanello,CLU,ChFC,RICP's Cambridge Investment Research, Inc. Experience November 2014 - Present
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
Richard Beckey Richard Beckey's Cambridge Investment Research, Inc. Experience September 2014 - Present
Job
Industry Financial Services
Experience
Cambridge Investment Research, Inc. September 2014 - Present
Goodwin Financial Services September 2014 - Present
Waddell & Reed April 2012 - August 2014
New York Life Insurance Company October 2010 - March 2012
MetLife June 1988 - October 2010
New York Life Insurance Company December 1984 - June 1988
New York Life Insurance Company June 1981 - December 1984
Fort Lupton School District August 1980 - June 1981
Poudre School District August 1978 - June 1980
Twin Rivers High School August 1976 - June 1978
Skills
Financial Planning, Estate Planning, Insurance, Sales, Leadership, Investments, Financial Advisory, Financial Services, Wealth Management, Strategic Financial..., Financial Analysis, Business Planning, Small Business, Long Term Care Insurance, Securities
Education
The American College 1984 — 1990
Chartered Financial Consultant, Financial Planning and Services
The American College 1984 — 1989
Chartered Life Underwriter, Insurance
Western Michigan University 1972 — 1976
Bachelor's degree, Education
Lakeview High School
Cambridge Investment Research, Inc. September 2014 - Present
Goodwin Financial Services September 2014 - Present
Waddell & Reed April 2012 - August 2014
New York Life Insurance Company October 2010 - March 2012
MetLife June 1988 - October 2010
New York Life Insurance Company December 1984 - June 1988
New York Life Insurance Company June 1981 - December 1984
Fort Lupton School District August 1980 - June 1981
Poudre School District August 1978 - June 1980
Twin Rivers High School August 1976 - June 1978
Skills
Financial Planning, Estate Planning, Insurance, Sales, Leadership, Investments, Financial Advisory, Financial Services, Wealth Management, Strategic Financial..., Financial Analysis, Business Planning, Small Business, Long Term Care Insurance, Securities
Education
The American College 1984 — 1990
Chartered Financial Consultant, Financial Planning and Services
The American College 1984 — 1989
Chartered Life Underwriter, Insurance
Western Michigan University 1972 — 1976
Bachelor's degree, Education
Lakeview High School
Alethea Cook Alethea Cook's Cambridge Investment Research, Inc. Experience March 2003 - September 2004
Job Independent Consultant, Project Manager
Industry Higher Education
Experience
Kirkwood Community College February 2012 - Present
Kirkwood Community College May 2010 - Present
my home office April 2005 - Present
Efficient Technology Inc April 2005 - February 2011
Copperfield Chimney Supply September 2004 - March 2005
Cambridge Investment Research, Inc March 2003 - September 2004
Indian Hills Community College November 1994 - July 2003
Independence Community College August 2001 - September 2002
Skills
Teacher Training, Writing, Microsoft Office, Word, Research, Analysis, Customer Relations, Problem Solving, Excel, Social Media, Customer Service, Data Analysis, Planning, Process Improvement, Access, HTML, Public Speaking, Compliance, Editing, Budgeting, Mentoring, Administration, Documentation, Program Management, Teaching, Adobe Acrobat, Windows, PowerPoint, Technical Writing, Training, Higher Education, Leadership, Adult Education, Business Development, Visio, Curriculum Development, Leadership Development, Staff Development, E-Learning, SharePoint, Resume Writing, Employee Training, Management, Strategic Planning, Project Management, Program Development, Curriculum Design, Recruiting, Vendor Management, Community Outreach
Education
Iowa State University 1999 — 2001
MA, Education
Buena Vista University 1992 — 1996
Bachelor of Arts Degree, English
Truman State University 1987 — 1989
Liberal Arts
Kirkwood Community College February 2012 - Present
Kirkwood Community College May 2010 - Present
my home office April 2005 - Present
Efficient Technology Inc April 2005 - February 2011
Copperfield Chimney Supply September 2004 - March 2005
Cambridge Investment Research, Inc March 2003 - September 2004
Indian Hills Community College November 1994 - July 2003
Independence Community College August 2001 - September 2002
Skills
Teacher Training, Writing, Microsoft Office, Word, Research, Analysis, Customer Relations, Problem Solving, Excel, Social Media, Customer Service, Data Analysis, Planning, Process Improvement, Access, HTML, Public Speaking, Compliance, Editing, Budgeting, Mentoring, Administration, Documentation, Program Management, Teaching, Adobe Acrobat, Windows, PowerPoint, Technical Writing, Training, Higher Education, Leadership, Adult Education, Business Development, Visio, Curriculum Development, Leadership Development, Staff Development, E-Learning, SharePoint, Resume Writing, Employee Training, Management, Strategic Planning, Project Management, Program Development, Curriculum Design, Recruiting, Vendor Management, Community Outreach
Education
Iowa State University 1999 — 2001
MA, Education
Buena Vista University 1992 — 1996
Bachelor of Arts Degree, English
Truman State University 1987 — 1989
Liberal Arts
Christopher Porter 503-706-1272 Christopher Porter 503-706-1272's Cambridge Investment Research, Inc. Experience March 2013 - December 2013
Job Subaru Consultant at Carr Subaru
Industry Automotive
Experience
Subaru of America March 2015 - Present
Multnomah Athletic Foundation March 2013 - Present
Rose City Wealth Management April 2013 - December 2014
Cambridge Investment Research, Inc. March 2013 - December 2013
Bank of America Merrill Lynch December 2010 - April 2013
Criterion Brock June 2010 - January 2011
TKWB February 2010 - April 2010
Hillsboro Aviation July 2008 - February 2009
REAL D December 2007 - February 2008
Yakima Products October 2006 - November 2007
Skills
Automotive, Sales, Subaru, Wealth Management, Investments, Financial Modeling, Mutual Funds, 401k Rollovers, IRAs, Business Analysis, Financial Reporting, Small Business, Roth IRA, B2B, cash balance, Principal Investing, Value Investing, Creative Financing, Pensions, Succession Planning, Municipal Bonds, Stocks, Defined Benefit, Employee Stock Options, liability planning
Education
Portland State University 2007 — 2009
Master's, National and International Security Policy
Portland State University - School of Business 2007 — 2009
BS, Accounting
University of Idaho 1999 — 2004
BS, Advertising
Westview 1995 — 1999
Diploma, Regular/General High School/Secondary Diploma Program
Subaru of America March 2015 - Present
Multnomah Athletic Foundation March 2013 - Present
Rose City Wealth Management April 2013 - December 2014
Cambridge Investment Research, Inc. March 2013 - December 2013
Bank of America Merrill Lynch December 2010 - April 2013
Criterion Brock June 2010 - January 2011
TKWB February 2010 - April 2010
Hillsboro Aviation July 2008 - February 2009
REAL D December 2007 - February 2008
Yakima Products October 2006 - November 2007
Skills
Automotive, Sales, Subaru, Wealth Management, Investments, Financial Modeling, Mutual Funds, 401k Rollovers, IRAs, Business Analysis, Financial Reporting, Small Business, Roth IRA, B2B, cash balance, Principal Investing, Value Investing, Creative Financing, Pensions, Succession Planning, Municipal Bonds, Stocks, Defined Benefit, Employee Stock Options, liability planning
Education
Portland State University 2007 — 2009
Master's, National and International Security Policy
Portland State University - School of Business 2007 — 2009
BS, Accounting
University of Idaho 1999 — 2004
BS, Advertising
Westview 1995 — 1999
Diploma, Regular/General High School/Secondary Diploma Program
Michelle Kaska Michelle Kaska's Cambridge Investment Research, Inc. Experience July 2014 - Present
Job Consultant, Advisory Services at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. July 2014 - Present
Cambridge Investment Research August 2013 - July 2014
Cambridge Investment Research February 2012 - August 2013
Cambridge Investment Research June 2010 - February 2012
MCI Corporation 1999 - 2005
Skills
Financial Services, Access, Customer Service, Troubleshooting, Insurance, Outlook, Analysis, CRM, Data Analysis, Series 7, 401k, Retirement Planning
Education
Indian Hills Community College 2007 — 2010
AA, Liberal Arts and Sciences/Liberal Studies
Cambridge Investment Research, Inc. July 2014 - Present
Cambridge Investment Research August 2013 - July 2014
Cambridge Investment Research February 2012 - August 2013
Cambridge Investment Research June 2010 - February 2012
MCI Corporation 1999 - 2005
Skills
Financial Services, Access, Customer Service, Troubleshooting, Insurance, Outlook, Analysis, CRM, Data Analysis, Series 7, 401k, Retirement Planning
Education
Indian Hills Community College 2007 — 2010
AA, Liberal Arts and Sciences/Liberal Studies
Chris Lackert's Cambridge Investment Research, Inc. Experience August 2014 - July 2015
Job Attorney at Epiq Systems
Industry Legal Services
Experience
Epiq Systems August 2015 - Present
Cambridge Investment Research, Inc. August 2014 - July 2015
Pinkerton June 2012 - August 2014
Various Law Firms April 2009 - October 2011
Global Lawyer, LLC May 2010 - November 2010
International Intellectual Property Institute January 2010 - March 2010
American Antitrust Institute August 2009 - November 2009
Eric M. Pelton & Associates, PLLC September 2009 - October 2009
Bird & Bird LLP September 2008 - November 2008
U.S. Magistrate’s Office for the District of Nebraska January 2008 - April 2008
Skills
Intellectual Property, Legal Research, Trials, Courts, Corporate Law, Trademarks, Commercial Litigation, Copyright Law, Appeals, Competition Law, Document Review, Hearings, Anti-counterfeiting, Government, Private Investigations, Litigation, Entertainment Law
Education
The John Marshall Law School
Master of Laws (LLM) -- Degree Candidate, Intellectual Property Law
Creighton University School of Law 2005 — 2008
J.D., Law
Cornell University 2004 — 2005
M.P.A., Public Administration
Cornell University 2001 — 2004
B.S., Industrial and Labor Relations
Cold Spring Harbor H.S. 1997 — 2001
High School Diploma
Epiq Systems August 2015 - Present
Cambridge Investment Research, Inc. August 2014 - July 2015
Pinkerton June 2012 - August 2014
Various Law Firms April 2009 - October 2011
Global Lawyer, LLC May 2010 - November 2010
International Intellectual Property Institute January 2010 - March 2010
American Antitrust Institute August 2009 - November 2009
Eric M. Pelton & Associates, PLLC September 2009 - October 2009
Bird & Bird LLP September 2008 - November 2008
U.S. Magistrate’s Office for the District of Nebraska January 2008 - April 2008
Skills
Intellectual Property, Legal Research, Trials, Courts, Corporate Law, Trademarks, Commercial Litigation, Copyright Law, Appeals, Competition Law, Document Review, Hearings, Anti-counterfeiting, Government, Private Investigations, Litigation, Entertainment Law
Education
The John Marshall Law School
Master of Laws (LLM) -- Degree Candidate, Intellectual Property Law
Creighton University School of Law 2005 — 2008
J.D., Law
Cornell University 2004 — 2005
M.P.A., Public Administration
Cornell University 2001 — 2004
B.S., Industrial and Labor Relations
Cold Spring Harbor H.S. 1997 — 2001
High School Diploma
Doug Chinery Doug Chinery's Cambridge Investment Research, Inc. Experience 2011 - 2014
Job Allied Healthcare Solutions
Industry Insurance
Experience
Allied Healthcare Solutions October 2013 - Present
Lucious "The King's" Southern Seasonings, Inc. January 2011 - Present
Dragon's Breath Distributors, Inc. January 2006 - Present
Hamilton Place Insurance Agency October 1986 - Present
Jaycee Future Corporation 1976 - Present
Cambridge Investment Research, Inc. 2011 - 2014
Skills
COBRA, FMLA, ERISA, Employee Benefits, Insurance, Small Business, Non-profits, Compliance, 401k, HIPAA, Benefits Administration, Workers Compensation, Benefits, Plan Design, Disability Insurance, Health Savings Accounts, Health Insurance, Employee Relations, Long Term Care, Cafeteria Plans, Flexible Spending..., Group Benefits, Deferred Compensation
Education
School of Hard Knocks 1961 — 2010
Survivor, Capitalism, Free Enterprise, Independence 101
Tennessee Technological University 1961 — 1964
Math Major
Chattanooga High School 1959 — 1961
Allied Healthcare Solutions October 2013 - Present
Lucious "The King's" Southern Seasonings, Inc. January 2011 - Present
Dragon's Breath Distributors, Inc. January 2006 - Present
Hamilton Place Insurance Agency October 1986 - Present
Jaycee Future Corporation 1976 - Present
Cambridge Investment Research, Inc. 2011 - 2014
Skills
COBRA, FMLA, ERISA, Employee Benefits, Insurance, Small Business, Non-profits, Compliance, 401k, HIPAA, Benefits Administration, Workers Compensation, Benefits, Plan Design, Disability Insurance, Health Savings Accounts, Health Insurance, Employee Relations, Long Term Care, Cafeteria Plans, Flexible Spending..., Group Benefits, Deferred Compensation
Education
School of Hard Knocks 1961 — 2010
Survivor, Capitalism, Free Enterprise, Independence 101
Tennessee Technological University 1961 — 1964
Math Major
Chattanooga High School 1959 — 1961
Scott M. Lippa, AIF Scott M. Lippa, AIF's Cambridge Investment Research, Inc. Experience 2014 - Present
Job Retirement Plan Advisor, Accredited Investment Fiduciary at Cambridge Investment Research, Inc.
Industry Executive Office
Experience
Cambridge Investment Research, Inc. 2014 - Present
MassMutual Financial Group 2013 - 2014
Lawley Courier Advisors January 2012 - December 2013
Cadaret, Grant & Co., Inc. January 2012 - December 2013
Wall Street Financial Group 2009 - 2012
Emerald Technologies 2009 - 2012
Klein Steel Service Inc. 2008 - 2009
Countrywide Financial Corporation 2007 - 2008
NVR Inc. / Ryan Homes 2005 - 2007
Bank of America 2004 - 2005
Skills
Pensions, ESOP, Retirement Plans..., Fiduciary Plan..., Better Participant..., Avoiding Severe Market..., Form 1040 Line 17..., Form 8582 Income to...
Education
Kettering University
B.S. Electrical Engineering
McQuaid Jesuit High School
HSD
Tufts University
Electrical Engineering
Cambridge Investment Research, Inc. 2014 - Present
MassMutual Financial Group 2013 - 2014
Lawley Courier Advisors January 2012 - December 2013
Cadaret, Grant & Co., Inc. January 2012 - December 2013
Wall Street Financial Group 2009 - 2012
Emerald Technologies 2009 - 2012
Klein Steel Service Inc. 2008 - 2009
Countrywide Financial Corporation 2007 - 2008
NVR Inc. / Ryan Homes 2005 - 2007
Bank of America 2004 - 2005
Skills
Pensions, ESOP, Retirement Plans..., Fiduciary Plan..., Better Participant..., Avoiding Severe Market..., Form 1040 Line 17..., Form 8582 Income to...
Education
Kettering University
B.S. Electrical Engineering
McQuaid Jesuit High School
HSD
Tufts University
Electrical Engineering
David Bregger, CFP David Bregger, CFP's Cambridge Investment Research, Inc. Experience 2002 - Present
Job President of Bregger & Associates, LLC
Industry Financial Services
Experience
Cambridge Investment Research, Inc. 2002 - Present
Bregger & Associates, LLC February 1995 - Present
Lincoln Financial Advisors February 1995 - May 2002
Copeland Companies May 1984 - February 1995
Skills
401k, Pensions, IRA's, Financial Planning, Investment Advisory, Investments, Retirement, Securities, Wealth Management, Retirement Planning, Asset Management, Insurance
Education
Northwood University 1980 — 1984
BBA, Marketing and Managment
Northwood University 1980 — 1984
BBA, Business Administration and Management, General
Cambridge Investment Research, Inc. 2002 - Present
Bregger & Associates, LLC February 1995 - Present
Lincoln Financial Advisors February 1995 - May 2002
Copeland Companies May 1984 - February 1995
Skills
401k, Pensions, IRA's, Financial Planning, Investment Advisory, Investments, Retirement, Securities, Wealth Management, Retirement Planning, Asset Management, Insurance
Education
Northwood University 1980 — 1984
BBA, Marketing and Managment
Northwood University 1980 — 1984
BBA, Business Administration and Management, General
Peter Vonderheide's Cambridge Investment Research, Inc. Experience March 2003 - February 2007
Job Software Developers Available No fees charged.
Industry Education Management
Experience
School of Computer Science and Mathematics, Maharishi University of Management December 2009 - Present
Consultant January 2010 - December 2013
School of Computer Science and Mathematics, Maharishi University of Management February 2007 - November 2009
Cambridge Investment Research, Inc. March 2003 - February 2007
M.S.A.E. June 1998 - February 2003
St. Paul MVC August 1990 - June 1998
E.F. Hutton & Co. September 1980 - January 1988
Skills
Training, Leadership Development, Process Improvement, Coaching, Strategic Planning, Budget Process, Budgetary Control, Marketing, SEVIS, International Studies, Operations Management, Customer Service, Customer Experience, Proofreading, Copy Editing, Writing, Team Leadership, Event Planning, Public Speaking, Teaching, Recruiting, Blogging, Nonprofits, Higher Education, Organizational..., Research, Interviews, Editing, Curriculum Design, Management, Public Relations, Budgets, Advertising, Leadership, Fundraising, Social Media, Entrepreneurship, Grant Writing, Business Planning, Social Media Marketing, Community Outreach, Creative Writing, Staff Development, Press Releases, Time Management, Networking, Technical Writing, Microsoft Office, Social Networking, Databases
Education
Maharishi University of Management 2003 — 2006
MBA, Quality Improvement, Sustainable Business Practices, GPA 3.95
The University of Connecticut
BA, Sociology, GPA 3.9
School of Computer Science and Mathematics, Maharishi University of Management December 2009 - Present
Consultant January 2010 - December 2013
School of Computer Science and Mathematics, Maharishi University of Management February 2007 - November 2009
Cambridge Investment Research, Inc. March 2003 - February 2007
M.S.A.E. June 1998 - February 2003
St. Paul MVC August 1990 - June 1998
E.F. Hutton & Co. September 1980 - January 1988
Skills
Training, Leadership Development, Process Improvement, Coaching, Strategic Planning, Budget Process, Budgetary Control, Marketing, SEVIS, International Studies, Operations Management, Customer Service, Customer Experience, Proofreading, Copy Editing, Writing, Team Leadership, Event Planning, Public Speaking, Teaching, Recruiting, Blogging, Nonprofits, Higher Education, Organizational..., Research, Interviews, Editing, Curriculum Design, Management, Public Relations, Budgets, Advertising, Leadership, Fundraising, Social Media, Entrepreneurship, Grant Writing, Business Planning, Social Media Marketing, Community Outreach, Creative Writing, Staff Development, Press Releases, Time Management, Networking, Technical Writing, Microsoft Office, Social Networking, Databases
Education
Maharishi University of Management 2003 — 2006
MBA, Quality Improvement, Sustainable Business Practices, GPA 3.95
The University of Connecticut
BA, Sociology, GPA 3.9
Nancy Rick, CFP (R)'s Cambridge Investment Research, Inc. Experience June 2000 - Present
Job Investment Advisor Representative at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Symphony Financial May 2006 - Present
Cambridge Investment Research, Inc. June 2000 - Present
Education
Emmanuel College 1970 — 1974
BA, Sociology
Symphony Financial May 2006 - Present
Cambridge Investment Research, Inc. June 2000 - Present
Education
Emmanuel College 1970 — 1974
BA, Sociology
Alex Rayburn, CAIA Alex Rayburn, CAIA's Cambridge Investment Research, Inc. Experience June 2010 - June 2010
Job Investment Analyst at Silicon Valley Research & Trading, Corp.
Industry Investment Management
Experience
Silicon Valley Research & Trading, Corp. May 2012 - Present
iQ Tick Advisors, LLC August 2011 - February 2012
Cambridge Investment Research, Inc. June 2010 - June 2010
Skills
Strategy, Investments, Asset Managment, Economics, Quantitative Analytics, Risk Management, Portfolio Management, Asset Management, Due Diligence, Volatility, Financial Modeling, Trading Strategies, Hedge Funds, Bloomberg
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Finance and Investment, Finance
Silicon Valley Research & Trading, Corp. May 2012 - Present
iQ Tick Advisors, LLC August 2011 - February 2012
Cambridge Investment Research, Inc. June 2010 - June 2010
Skills
Strategy, Investments, Asset Managment, Economics, Quantitative Analytics, Risk Management, Portfolio Management, Asset Management, Due Diligence, Volatility, Financial Modeling, Trading Strategies, Hedge Funds, Bloomberg
Education
Santa Clara University - Leavey School of Business 2007 — 2011
Finance and Investment, Finance
Nicholas Greiner Nicholas Greiner's Cambridge Investment Research, Inc. Experience May 2015 - Present
Job QA Analyst at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research, Inc. May 2015 - Present
Intermec by Honeywell June 2007 - June 2015
Samsung Electronics June 2013 - March 2014
MarketSource Inc. July 2011 - December 2012
Campaigners July 2009 - May 2011
Skills
Windows 7, Windows Mobile, Linux, Microsoft Word, Microsoft Excel, Outlook, Rational, HTML, JavaScript, Java, C++, Printers, Windows, Computer Hardware, Software Development, Embedded Systems, Operating Systems, Embedded Software
Education
Kirkwood Community College 2003 — 2007
Associate of Arts and Sciences (AAS), Computer Support Specialist
Kirkwood Community College 2002 — 2003
Diploma, PC Technician
Kirkwood Community College 2001 — 2002
Diploma, Microcomputer Specialist
Cambridge Investment Research, Inc. May 2015 - Present
Intermec by Honeywell June 2007 - June 2015
Samsung Electronics June 2013 - March 2014
MarketSource Inc. July 2011 - December 2012
Campaigners July 2009 - May 2011
Skills
Windows 7, Windows Mobile, Linux, Microsoft Word, Microsoft Excel, Outlook, Rational, HTML, JavaScript, Java, C++, Printers, Windows, Computer Hardware, Software Development, Embedded Systems, Operating Systems, Embedded Software
Education
Kirkwood Community College 2003 — 2007
Associate of Arts and Sciences (AAS), Computer Support Specialist
Kirkwood Community College 2002 — 2003
Diploma, PC Technician
Kirkwood Community College 2001 — 2002
Diploma, Microcomputer Specialist
Crystal Lantu Crystal Lantu's Cambridge Investment Research, Inc. Experience June 2007 - August 2010
Job Hair Stylist
Industry Cosmetics
Experience
Self-employed August 2010 - Present
Sally Beauty Company November 2010 - October 2011
Cozy Cafe August 2010 - October 2011
Cambridge Investment Research, Inc. June 2007 - August 2010
MidWestOne Bank June 2005 - June 2007
Skills
Cosmetology, Customer Service, Banking, Musicians, Mothers, Youth Leadership, Mission Work, Styling, Hair Cutting
Education
Iowa School of Beauty-Des Moines 2010 — 2011
Cosmetology/Cosmetologist, General
Jubilee School of Ministry 2002 — 2005
Bachelor, Bible
Self-employed August 2010 - Present
Sally Beauty Company November 2010 - October 2011
Cozy Cafe August 2010 - October 2011
Cambridge Investment Research, Inc. June 2007 - August 2010
MidWestOne Bank June 2005 - June 2007
Skills
Cosmetology, Customer Service, Banking, Musicians, Mothers, Youth Leadership, Mission Work, Styling, Hair Cutting
Education
Iowa School of Beauty-Des Moines 2010 — 2011
Cosmetology/Cosmetologist, General
Jubilee School of Ministry 2002 — 2005
Bachelor, Bible
Jerry Mendes's Cambridge Investment Research, Inc. Experience January 2012 - Present
Job Gateway Financial Advisors, Inc.
Industry Investment Management
Experience
Cambridge Investment Research, Inc. January 2012 - Present
Skills
Estate Planning, Insurance, Life Insurance, Retirement, Retirement Planning, Finance, Investment Advisory, Strategic Financial..., Fixed Annuities, Wealth Management, Investments, Succession Planning, Financial Planners, Series 7, Financial Advisory, Mutual Funds, Securities, IRAs
Education
University of California, San Francisco MBA Program 1978 — 1984
University of San Francisco 1972 — 1977
BA, Economics
Cambridge Investment Research, Inc. January 2012 - Present
Skills
Estate Planning, Insurance, Life Insurance, Retirement, Retirement Planning, Finance, Investment Advisory, Strategic Financial..., Fixed Annuities, Wealth Management, Investments, Succession Planning, Financial Planners, Series 7, Financial Advisory, Mutual Funds, Securities, IRAs
Education
University of California, San Francisco MBA Program 1978 — 1984
University of San Francisco 1972 — 1977
BA, Economics
Clifford Cheung, CPA Clifford Cheung, CPA's Cambridge Investment Research, Inc. Experience June 2006 - August 2008
Job Senior Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers September 2010 - 2015
PricewaterhouseCoopers June 2014 - September 2014
PricewaterhouseCoopers June 2009 - August 2009
Cambridge Investment Research, Inc June 2006 - August 2008
Skills
Auditing, Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Tax, Microsoft Word, Financial Modeling, Accounting, Financial Reporting, QuickBooks, Finance, Leadership, Outlook, Banking, Private Equity, Financial Accounting
Education
University of California, Riverside
B.S., Business Administration - Accounting; Summa Cum Laude
Sacred Heart Cathedral Prepatory
PricewaterhouseCoopers September 2010 - 2015
PricewaterhouseCoopers June 2014 - September 2014
PricewaterhouseCoopers June 2009 - August 2009
Cambridge Investment Research, Inc June 2006 - August 2008
Skills
Auditing, Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Tax, Microsoft Word, Financial Modeling, Accounting, Financial Reporting, QuickBooks, Finance, Leadership, Outlook, Banking, Private Equity, Financial Accounting
Education
University of California, Riverside
B.S., Business Administration - Accounting; Summa Cum Laude
Sacred Heart Cathedral Prepatory
Ken Pogson Ken Pogson's Cambridge Investment Research, Inc. Experience June 2007 - January 2011
Job Partner, Pogson & Matt Wealth Management Group
Industry Investment Management
Experience
Pogson & Matt Wealth Management Group July 2009 - Present
Cambridge Investment Research, Inc June 2007 - January 2011
JPMorgan Chase April 2006 - December 2007
Fidelity Investments September 1987 - April 2006
Skills
Investment Management, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Finance, Investments, Personal Finance, Investment Advisory, Retirement, 401k, Portfolio Management, Asset Allocation, Securities, Sales, Asset Management, Investment Strategies
Education
University of Houston 1978 — 1982
BBA, Finance
Pogson & Matt Wealth Management Group July 2009 - Present
Cambridge Investment Research, Inc June 2007 - January 2011
JPMorgan Chase April 2006 - December 2007
Fidelity Investments September 1987 - April 2006
Skills
Investment Management, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Finance, Investments, Personal Finance, Investment Advisory, Retirement, 401k, Portfolio Management, Asset Allocation, Securities, Sales, Asset Management, Investment Strategies
Education
University of Houston 1978 — 1982
BBA, Finance
A Rhodes Wilson, MBA, EA, CFP® A Rhodes Wilson, MBA, EA, CFP®'s Cambridge Investment Research, Inc. Experience 2013 - Present
Job As a Certified Financial Planner® practitioner and an Enrolled Agent I provide Financial Leadership to Help You Prosper
Industry Financial Services
Experience
Cambridge Investment Research, Inc. 2013 - Present
A. Rhodes Wilson & Associates, Inc. July 1989 - Present
Skills
Investments, Strategic Financial..., Strategic Planning, Insurance, Small Business, Retirement Planning, Team Building, Risk Management, Portfolio Management, Estate Planning, Program Management, Retirement, Asset Managment, Mergers
Education
United States Military Academy at West Point 1968 — 1972
BS, Engineering
The University of South Dakota 1979 — 1982
MBA, Management
Cambridge Investment Research, Inc. 2013 - Present
A. Rhodes Wilson & Associates, Inc. July 1989 - Present
Skills
Investments, Strategic Financial..., Strategic Planning, Insurance, Small Business, Retirement Planning, Team Building, Risk Management, Portfolio Management, Estate Planning, Program Management, Retirement, Asset Managment, Mergers
Education
United States Military Academy at West Point 1968 — 1972
BS, Engineering
The University of South Dakota 1979 — 1982
MBA, Management
Amy Brandts, CLU, ChFC's Cambridge Investment Research, Inc. Experience February 2003 - Present
Job Financial planner, Investment Advisor Representative & Founder of Symphony Financial
Industry Financial Services
Experience
Herndon Rotary July 2014 - Present
Cambridge Investment Research, Inc. February 2003 - Present
Symphony Financial March 2002 - Present
Dulles Regional Chamber of Commerce July 2010 - December 2013
Asset Management & Planning Group Inc January 1999 - March 2002
Capitol Securities Management Inc February 1995 - December 1998
The Washington Group October 1992 - April 1994
Sun Investment Services July 1984 - September 1992
Skills
Retirement, Retirement Planning, Investment Advisory, Strategic Financial...
Education
Northern Virginia Community College
AA, Magna Cum Laude
Herndon Rotary July 2014 - Present
Cambridge Investment Research, Inc. February 2003 - Present
Symphony Financial March 2002 - Present
Dulles Regional Chamber of Commerce July 2010 - December 2013
Asset Management & Planning Group Inc January 1999 - March 2002
Capitol Securities Management Inc February 1995 - December 1998
The Washington Group October 1992 - April 1994
Sun Investment Services July 1984 - September 1992
Skills
Retirement, Retirement Planning, Investment Advisory, Strategic Financial...
Education
Northern Virginia Community College
AA, Magna Cum Laude
Michael DeLorme Michael DeLorme's Cambridge Investment Research, Inc. Experience August 2015 - Present
Job Registered Principal at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. August 2015 - Present
Ridgeway & Conger, Inc. February 2013 - August 2015
MetLife February 2008 - February 2013
Morgan Stanley January 2005 - February 2006
Skills
Investments, Retirement Planning, Wealth Management, Mutual Funds, Insurance, Financial Services, Retirement, Asset Management, series 7, Series 63, Series 24
Education
New York Institute of Technology 1997 — 2001
Bachelor’s Degree, Finance, General
Cambridge Investment Research, Inc. August 2015 - Present
Ridgeway & Conger, Inc. February 2013 - August 2015
MetLife February 2008 - February 2013
Morgan Stanley January 2005 - February 2006
Skills
Investments, Retirement Planning, Wealth Management, Mutual Funds, Insurance, Financial Services, Retirement, Asset Management, series 7, Series 63, Series 24
Education
New York Institute of Technology 1997 — 2001
Bachelor’s Degree, Finance, General
Anu Ghimire Anu Ghimire's Cambridge Investment Research, Inc. Experience May 2015 - August 2015
Job Masters in Computer Science, The University of Iowa
Industry Computer Software
Experience
The University of Iowa August 2015 - Present
The University of Iowa August 2015 - Present
Women In Computer Science May 2015 - Present
Cambridge Investment Research, Inc. May 2015 - August 2015
The University of Iowa August 2013 - December 2013
Skills
C++, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Programming, Teamwork, Java, HTML, CSS, Agile Methodologies, SQL, C, Time Management, Data Analysis, Leadership, Public Speaking, Customer Service
Education
University of Iowa 2015 — 2016
Master’s Degree, Computer Science
University of Iowa 2011 — 2014
Bachelor’s Degree, Computer Science
The University of Iowa August 2015 - Present
The University of Iowa August 2015 - Present
Women In Computer Science May 2015 - Present
Cambridge Investment Research, Inc. May 2015 - August 2015
The University of Iowa August 2013 - December 2013
Skills
C++, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Programming, Teamwork, Java, HTML, CSS, Agile Methodologies, SQL, C, Time Management, Data Analysis, Leadership, Public Speaking, Customer Service
Education
University of Iowa 2015 — 2016
Master’s Degree, Computer Science
University of Iowa 2011 — 2014
Bachelor’s Degree, Computer Science
Kiu Chan's Cambridge Investment Research, Inc. Experience September 2014 - Present
Job Compliance Examiner at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research, Inc. September 2014 - Present
BB&T Capital Markets October 2012 - September 2014
Fidelity Investments February 2011 - September 2012
E*TRADE Financial Corporation September 2008 - February 2011
Wachovia Securities Financial Network September 2004 - September 2008
Skills
Risk Management, Wealth Management, Mutual Funds, Series 63, Leadership, Investments, Series 7, Portfolio Management, Banking, Series 24, Financial Planning
Education
Duluth High School
Duluth High School
University of Maryland College Park
University of Maryland University College
Computer Science
Cambridge Investment Research, Inc. September 2014 - Present
BB&T Capital Markets October 2012 - September 2014
Fidelity Investments February 2011 - September 2012
E*TRADE Financial Corporation September 2008 - February 2011
Wachovia Securities Financial Network September 2004 - September 2008
Skills
Risk Management, Wealth Management, Mutual Funds, Series 63, Leadership, Investments, Series 7, Portfolio Management, Banking, Series 24, Financial Planning
Education
Duluth High School
Duluth High School
University of Maryland College Park
University of Maryland University College
Computer Science
Eliot Scarpetti Eliot Scarpetti's Cambridge Investment Research, Inc. Experience November 2014 - Present
Job Financial Advisor at Cambridge Investment Research, Inc.
Industry Photography
Experience
Cambridge Investment Research, Inc. November 2014 - Present
Benjamin & Robert Wealth Management February 2013 - Present
Freelance January 2008 - Present
1st Discount Brokerage, Inc February 2013 - November 2014
Skills
Public Speaking, Editing, Nonprofits, Teaching, Microsoft Office, Team Building, Event Planning, Leadership, Social Media, Customer Service, Team Leadership, Commercial Photography, Photography, Photoshop, Fundraising, Management, Advertising, Fine Art Photography, Research, Small Business, PowerPoint, Volunteer Management, Community Outreach, Strategic Planning, Budgets
Education
Covenant College
Accounting
Cambridge Investment Research, Inc. November 2014 - Present
Benjamin & Robert Wealth Management February 2013 - Present
Freelance January 2008 - Present
1st Discount Brokerage, Inc February 2013 - November 2014
Skills
Public Speaking, Editing, Nonprofits, Teaching, Microsoft Office, Team Building, Event Planning, Leadership, Social Media, Customer Service, Team Leadership, Commercial Photography, Photography, Photoshop, Fundraising, Management, Advertising, Fine Art Photography, Research, Small Business, PowerPoint, Volunteer Management, Community Outreach, Strategic Planning, Budgets
Education
Covenant College
Accounting
Kyle Harmon Kyle Harmon's Cambridge Investment Research, Inc. Experience October 2003 - February 2005
Job Customer Service Supervisor
Industry Package/Freight Delivery
Experience
Nordstrom.com April 2013 - Present
Nordstrom.com August 2015 - Present
Nordstrom.com November 2013 - November 2014
Nordstrom.com March 2012 - October 2012
Cambridge Investment Research, Inc. October 2003 - February 2005
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, Research, Warehouse Management, Contact Center..., coaching and developing, Leadership
Education
Indian Hills Community College 2010 — 2012
AAS/AA, Associate of Applied Science
Fairfield High School 1998 — 2001
Diploma, General Studies
Nordstrom.com April 2013 - Present
Nordstrom.com August 2015 - Present
Nordstrom.com November 2013 - November 2014
Nordstrom.com March 2012 - October 2012
Cambridge Investment Research, Inc. October 2003 - February 2005
Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, Research, Warehouse Management, Contact Center..., coaching and developing, Leadership
Education
Indian Hills Community College 2010 — 2012
AAS/AA, Associate of Applied Science
Fairfield High School 1998 — 2001
Diploma, General Studies
Jamey Pugh, CFP®'s Cambridge Investment Research, Inc. Experience April 2012 - Present
Job CERTIFIED FINANCIAL PLANNER™ practioner
Industry Financial Services
Experience
Rohn Financial Strategies, Inc. May 2012 - Present
Cambridge Investment Research, Inc. April 2012 - Present
Xerox Corporation December 1995 - April 2012
Paul Revere Disability Insurance 1994 - 1995
Skills
Financial Services, Strategic Financial..., Solution Selling, Account Management, Sales Management, Customer Satisfaction, Sales, Cross-functional Team..., Business Process..., Investments, Insurance, Wealth Management, Retirement Planning, Securities, Financial Analysis, Strategic Partnerships, Relationship Management, Asset Managment, Strategic Alliances, Cash Flow, Leadership, Management, Finance, Strategic Planning, Employee Benefits, Portfolio Management
Education
University of Arizona 1990 — 1993
Bachelors, Economics and German, Cum Laude
Chaparral High School 1987 — 1990
Top 5% of Graduating Class, AZ Board of Regents Scholarship Recipient for Academic Excellence
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Rohn Financial Strategies, Inc. May 2012 - Present
Cambridge Investment Research, Inc. April 2012 - Present
Xerox Corporation December 1995 - April 2012
Paul Revere Disability Insurance 1994 - 1995
Skills
Financial Services, Strategic Financial..., Solution Selling, Account Management, Sales Management, Customer Satisfaction, Sales, Cross-functional Team..., Business Process..., Investments, Insurance, Wealth Management, Retirement Planning, Securities, Financial Analysis, Strategic Partnerships, Relationship Management, Asset Managment, Strategic Alliances, Cash Flow, Leadership, Management, Finance, Strategic Planning, Employee Benefits, Portfolio Management
Education
University of Arizona 1990 — 1993
Bachelors, Economics and German, Cum Laude
Chaparral High School 1987 — 1990
Top 5% of Graduating Class, AZ Board of Regents Scholarship Recipient for Academic Excellence
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
Felicia Singer Felicia Singer's Cambridge Investment Research, Inc. Experience November 2014 - Present
Job Partner Support Representative at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. November 2014 - Present
Creative Edge Master Shop March 2014 - November 2014
Walmart June 2013 - September 2013
Wasko Hardware December 2012 - February 2013
The Flower Market September 2012 - November 2012
Agapeland Day Care May 2012 - September 2012
Jet Stop March 2011 - September 2011
Skills
Financial Services, Customer Service, Customer Support, Customer Engagement, Problem Solving, Working With Children, Sales, Outlook
Education
Iowa Wesleyan College 2013 — 2013
None, Buisness
Van Buren Jr./Sr. Highschool 2009 — 2013
Diploma, General Studies
Cambridge Investment Research, Inc. November 2014 - Present
Creative Edge Master Shop March 2014 - November 2014
Walmart June 2013 - September 2013
Wasko Hardware December 2012 - February 2013
The Flower Market September 2012 - November 2012
Agapeland Day Care May 2012 - September 2012
Jet Stop March 2011 - September 2011
Skills
Financial Services, Customer Service, Customer Support, Customer Engagement, Problem Solving, Working With Children, Sales, Outlook
Education
Iowa Wesleyan College 2013 — 2013
None, Buisness
Van Buren Jr./Sr. Highschool 2009 — 2013
Diploma, General Studies
TJ Delaney TJ Delaney's Cambridge Investment Research, Inc. Experience February 2015 - Present
Job Compliance Tech at Cambridge Investment Research, Inc.
Industry Supermarkets
Experience
Cambridge Investment Research, Inc. February 2015 - Present
Hy-Vee 2011 - January 2015
Skills
Java, JavaScript, Leadership, XML, Visual Basic, Web Development, Web Design, DB2, Management
Education
Indian Hills Community College 2012 — 2014
Associate's degree, Computer software development
Indian Hills Community College 2012 — 2014
Associate of Arts (AA), Computer Software Technology/Technician
Cambridge Investment Research, Inc. February 2015 - Present
Hy-Vee 2011 - January 2015
Skills
Java, JavaScript, Leadership, XML, Visual Basic, Web Development, Web Design, DB2, Management
Education
Indian Hills Community College 2012 — 2014
Associate's degree, Computer software development
Indian Hills Community College 2012 — 2014
Associate of Arts (AA), Computer Software Technology/Technician
Courtney Stubbs Courtney Stubbs's Cambridge Investment Research, Inc. Experience October 2013 - May 2014
Job Universal Banker at U.S. Bank
Industry Financial Services
Experience
U.S. Bank April 2015 - Present
Hy-Vee June 2006 - Present
Osky Dental June 2014 - April 2015
Cambridge Investment Research, Inc. October 2013 - May 2014
U.S. Bank April 2010 - January 2013
Skills
Banking, Microsoft Office, Finance, Sales, Teamwork, Investments, Customer Service, Time Management, Consumer Lending, Portfolio Management, Loans, Series 7, Retail Banking, Credit, Loan Origination, Relationship Management, Data Entry, Leadership, Telephone Skills, Public Speaking
Education
Indian Hills Community College 2008 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies
U.S. Bank April 2015 - Present
Hy-Vee June 2006 - Present
Osky Dental June 2014 - April 2015
Cambridge Investment Research, Inc. October 2013 - May 2014
U.S. Bank April 2010 - January 2013
Skills
Banking, Microsoft Office, Finance, Sales, Teamwork, Investments, Customer Service, Time Management, Consumer Lending, Portfolio Management, Loans, Series 7, Retail Banking, Credit, Loan Origination, Relationship Management, Data Entry, Leadership, Telephone Skills, Public Speaking
Education
Indian Hills Community College 2008 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Nicholas Moon's Cambridge Investment Research, Inc. Experience April 2015 - Present
Job Compliance Examiner Associate at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. April 2015 - Present
E*TRADE Financial Corporation June 2014 - March 2015
Volunteer Income Tax Assistance January 2014 - April 2014
Wells Fargo September 2013 - January 2014
Papa Johns February 2011 - August 2013
Education
The University of Georgia 2007 — 2014
Bachelor of Science in Family and Consumer Sciences, Financial Planning
Cambridge Investment Research, Inc. April 2015 - Present
E*TRADE Financial Corporation June 2014 - March 2015
Volunteer Income Tax Assistance January 2014 - April 2014
Wells Fargo September 2013 - January 2014
Papa Johns February 2011 - August 2013
Education
The University of Georgia 2007 — 2014
Bachelor of Science in Family and Consumer Sciences, Financial Planning
Linda Xayavong's Cambridge Investment Research, Inc. Experience June 2015 - Present
Job Supervisor, IT Service Desk at Cambridge Investment Research, Inc.
Industry Investment Management
Experience
Cambridge Investment Research, Inc. June 2015 - Present
Cambridge Investment Research June 2009 - June 2015
Cambridge Investment Research August 2003 - June 2009
Skills
Windows Server, Active Directory, Microsoft Office, Operating Systems, Windows, Access, Troubleshooting, Computer Hardware, Customer Service, Help Desk Support
Education
Indian Hills Community College 2009 — 2010
Diploma, Microcomputer Specialist
Cambridge Investment Research, Inc. June 2015 - Present
Cambridge Investment Research June 2009 - June 2015
Cambridge Investment Research August 2003 - June 2009
Skills
Windows Server, Active Directory, Microsoft Office, Operating Systems, Windows, Access, Troubleshooting, Computer Hardware, Customer Service, Help Desk Support
Education
Indian Hills Community College 2009 — 2010
Diploma, Microcomputer Specialist
Ambrose Chan Ambrose Chan's Cambridge Investment Research, Inc. Experience August 2014 - Present
Job Owner of AC Financial Advisory Group, LLC
Industry Financial Services
Experience
Cambridge Investment Research, Inc. August 2014 - Present
AC Financial Advisory Group, LLC January 1993 - Present
Union Carbide 1979 - 1992
Skills
Investments, Estate Planning, Financial Analysis, Financial Advisory, Strategic Financial..., Securities, Insurance, Finance
Education
Indiana University Bloomington
BS, Accounting
New York University
MBA, Finance
Cambridge Investment Research, Inc. August 2014 - Present
AC Financial Advisory Group, LLC January 1993 - Present
Union Carbide 1979 - 1992
Skills
Investments, Estate Planning, Financial Analysis, Financial Advisory, Strategic Financial..., Securities, Insurance, Finance
Education
Indiana University Bloomington
BS, Accounting
New York University
MBA, Finance
Gordon Pilcher Gordon Pilcher's Cambridge Investment Research, Inc. Experience 2009 - 2014
Job Realtor Associate at Fairfield Farm and Home Realty
Industry Real Estate
Experience
Fairfield Farm and Home Realty April 2014 - Present
Cambridge Investment Research, Inc. 2009 - 2014
Pro Motors Auto Repair 2002 - 2005
Fairfield Lumber Co 1994 - 2002
Skills
Leadership, Sales, Contractors, Small Business
Education
Indian Hills Community College 1993 — 1994
Ottumwa High Scool 1968 — 1972
Fairfield Farm and Home Realty April 2014 - Present
Cambridge Investment Research, Inc. 2009 - 2014
Pro Motors Auto Repair 2002 - 2005
Fairfield Lumber Co 1994 - 2002
Skills
Leadership, Sales, Contractors, Small Business
Education
Indian Hills Community College 1993 — 1994
Ottumwa High Scool 1968 — 1972
Roger Conlan Roger Conlan's Cambridge Investment Research, Inc. Experience March 2015 - Present
Job Senior Director, Continuous Improvement at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. March 2015 - Present
United Health Group (Optum Health) 2010 - March 2015
The Toro Company 2008 - 2010
John Deere May 2004 - 2008
Toyota Financial Services 1997 - 2004
Skills
Six Sigma, Process Improvement, Team Building, Change Management, Strategic Planning, Microsoft Excel, Team Leadership, Visio, Coaching, Customer Service, Data Analysis, Forecasting, Operations Management, Continuous Improvement, Leadership, Cross-functional Team..., Training, Business Process..., Customer Satisfaction, Call Centers, Software Documentation, Program Management, Quality Assurance, Business Analysis, Budgets, Management, Analysis, Project Management, Strategy
Education
University of Iowa - Henry B. Tippie College of Business
MBA, Business Strategy
Loras College
BA Economics and Business Management, Double Major
Cambridge Investment Research, Inc. March 2015 - Present
United Health Group (Optum Health) 2010 - March 2015
The Toro Company 2008 - 2010
John Deere May 2004 - 2008
Toyota Financial Services 1997 - 2004
Skills
Six Sigma, Process Improvement, Team Building, Change Management, Strategic Planning, Microsoft Excel, Team Leadership, Visio, Coaching, Customer Service, Data Analysis, Forecasting, Operations Management, Continuous Improvement, Leadership, Cross-functional Team..., Training, Business Process..., Customer Satisfaction, Call Centers, Software Documentation, Program Management, Quality Assurance, Business Analysis, Budgets, Management, Analysis, Project Management, Strategy
Education
University of Iowa - Henry B. Tippie College of Business
MBA, Business Strategy
Loras College
BA Economics and Business Management, Double Major
Eldwin (Charlie) Nichols Eldwin (Charlie) Nichols's Cambridge Investment Research, Inc. Experience May 2015 - September 2015
Job Counsel at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
Cambridge Investment Research, Inc. May 2015 - September 2015
Cambridge Investment Research, Inc. September 2014 - May 2015
Cambridge Investment Research, Inc. September 2012 - September 2014
Skills
Securities, Investments, Mutual Funds, Financial Services, Investment Advisory
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2014
Master of Business Administration (MBA), Concentration in Finance
University of Iowa College of Law 2001 — 2004
Juris Doctorate (J.D.)
Morehouse College 1999 — 2001
Bachelor of Arts (B.A.), Political Science, cum laude
Principal Financial Group September 2015 - Present
Cambridge Investment Research, Inc. May 2015 - September 2015
Cambridge Investment Research, Inc. September 2014 - May 2015
Cambridge Investment Research, Inc. September 2012 - September 2014
Skills
Securities, Investments, Mutual Funds, Financial Services, Investment Advisory
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2014
Master of Business Administration (MBA), Concentration in Finance
University of Iowa College of Law 2001 — 2004
Juris Doctorate (J.D.)
Morehouse College 1999 — 2001
Bachelor of Arts (B.A.), Political Science, cum laude
Kara Waugh Kara Waugh's Cambridge Investment Research, Inc. Experience April 2015 - Present
Job Director, Education and Events at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. April 2015 - Present
Cambridge Investment Research April 2013 - Present
Cambridge Investment Research February 2012 - Present
Wesley Life February 2010 - July 2011
Iowa State University Foundation January 2009 - February 2010
Iowa State University Foundation October 2007 - January 2009
Drake University September 2004 - September 2007
Des Moines University June 1999 - September 2004
Principal Financial Group February 1997 - June 1999
Senator Tom Harkin April 1996 - February 1997
Skills
Fundraising, Leadership Development, Event Management, Public Speaking, Leadership, Annual Giving, Event Planning, Planned Giving, Community Development, Training, Program Management, Management, Series 7, Proposal Writing, Registered Corporate..., Employee Training, Coaching, Recruiting, Series 24
Education
Drake University 1996 — 1998
M.P.A., Public Administration - State & Local Government
Iowa State University 1994 — 1995
B.A., Political Science
Fairfield High School
Lincoln Elementary!
Lincoln Elementary!
Lincoln Elementary!
Lincoln Elementary!
Lincoln Elementary!
Cambridge Investment Research, Inc. April 2015 - Present
Cambridge Investment Research April 2013 - Present
Cambridge Investment Research February 2012 - Present
Wesley Life February 2010 - July 2011
Iowa State University Foundation January 2009 - February 2010
Iowa State University Foundation October 2007 - January 2009
Drake University September 2004 - September 2007
Des Moines University June 1999 - September 2004
Principal Financial Group February 1997 - June 1999
Senator Tom Harkin April 1996 - February 1997
Skills
Fundraising, Leadership Development, Event Management, Public Speaking, Leadership, Annual Giving, Event Planning, Planned Giving, Community Development, Training, Program Management, Management, Series 7, Proposal Writing, Registered Corporate..., Employee Training, Coaching, Recruiting, Series 24
Education
Drake University 1996 — 1998
M.P.A., Public Administration - State & Local Government
Iowa State University 1994 — 1995
B.A., Political Science
Fairfield High School
Lincoln Elementary!
Lincoln Elementary!
Lincoln Elementary!
Lincoln Elementary!
Lincoln Elementary!
Shane Shaddox Shane Shaddox's Cambridge Investment Research, Inc. Experience May 2015 - August 2015
Job Intern at Dreamfield Ventures
Industry Venture Capital & Private Equity
Experience
Dreamfield Ventures September 2015 - Present
Cambridge Investment Research, Inc. May 2015 - August 2015
BankIowa September 2013 - August 2014
University of Northern Iowa August 2012 - May 2014
University of Northern Iowa June 2012 - May 2014
Skills
Leadership, Investments, Networking, Customer Service, Cross Selling, Teamwork, Event Planning, Microsoft Excel, Public Speaking, Retail Banking, Time Management, Microsoft Office, Sales, PowerPoint, Microsoft Word, Event Management
Education
University of Iowa 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of Northern Iowa 2012 — 2014
Finance
Cedar Falls High School 2008 — 2012
High School
Dreamfield Ventures September 2015 - Present
Cambridge Investment Research, Inc. May 2015 - August 2015
BankIowa September 2013 - August 2014
University of Northern Iowa August 2012 - May 2014
University of Northern Iowa June 2012 - May 2014
Skills
Leadership, Investments, Networking, Customer Service, Cross Selling, Teamwork, Event Planning, Microsoft Excel, Public Speaking, Retail Banking, Time Management, Microsoft Office, Sales, PowerPoint, Microsoft Word, Event Management
Education
University of Iowa 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of Northern Iowa 2012 — 2014
Finance
Cedar Falls High School 2008 — 2012
High School
Colleen Bell's Cambridge Investment Research, Inc. Experience November 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, Inc. Experience August 2014 - Present
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
Malinda Williams Malinda Williams's Cambridge Investment Research, Inc. Experience May 2014 - Present
Job Compliance Examiner at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. May 2014 - Present
Covenant Compliance Consulting June 2012 - May 2014
Jackson Securities LLC July 1999 - June 2012
Skills
Broker Dealer Compliance, Broker Dealer Operations, RIA Compliance, Investment Banking..., Policies & Procedures..., Branch Inspections, Gap Analysis, Risk Management, Supervision, Continuing Membership...
Education
Lander University
Bachelor of Science (B.S.), Psychology
Cambridge Investment Research, Inc. May 2014 - Present
Covenant Compliance Consulting June 2012 - May 2014
Jackson Securities LLC July 1999 - June 2012
Skills
Broker Dealer Compliance, Broker Dealer Operations, RIA Compliance, Investment Banking..., Policies & Procedures..., Branch Inspections, Gap Analysis, Risk Management, Supervision, Continuing Membership...
Education
Lander University
Bachelor of Science (B.S.), Psychology
Patrick Wise Patrick Wise's Cambridge Investment Research, Inc. Experience May 2015 - July 2015
Job Healing the Whole Person
Industry Health, Wellness and Fitness
Experience
Cambridge Investment Research, Inc. May 2015 - July 2015
Maharishi University of Management November 2012 - March 2015
T I Plumbing February 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Access, Social Networking, Teaching, Coaching, Leadership
Education
Arizona State University 2015 — 2019
Bachelor of Science Integrative Health
Maharishi University of Management 2012 — 2015
Bachelor’s Degree, Computer Science, Junior
Rainier High School 1998 — 2003
Graduate Diploma, General Studies
Cambridge Investment Research, Inc. May 2015 - July 2015
Maharishi University of Management November 2012 - March 2015
T I Plumbing February 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Access, Social Networking, Teaching, Coaching, Leadership
Education
Arizona State University 2015 — 2019
Bachelor of Science Integrative Health
Maharishi University of Management 2012 — 2015
Bachelor’s Degree, Computer Science, Junior
Rainier High School 1998 — 2003
Graduate Diploma, General Studies
Brett Mohler Brett Mohler's Cambridge Investment Research, Inc. Experience October 2014 - March 2015
Job President, CEO and Founder at Paradigm
Industry Design
Experience
John Deere July 2015 - Present
Paradigm March 2015 - Present
Cambridge Investment Research, Inc. October 2014 - March 2015
John Deere April 2013 - October 2014
Skills
Adobe Creative Suite, Adobe After Effects, Microsoft Office, Web Design, Graphic Design, Marketing Strategy, Social Media Management
Education
Buena Vista University 2013 — 2015
Bachelor of Business Management / Entrepreneurial Leadership, Entrepreneurship/Entrepreneurial Studies
Upper Iowa University 2010 — 2013
Associate's Degree, Business, Management, Marketing, and Related Support Services
John Deere July 2015 - Present
Paradigm March 2015 - Present
Cambridge Investment Research, Inc. October 2014 - March 2015
John Deere April 2013 - October 2014
Skills
Adobe Creative Suite, Adobe After Effects, Microsoft Office, Web Design, Graphic Design, Marketing Strategy, Social Media Management
Education
Buena Vista University 2013 — 2015
Bachelor of Business Management / Entrepreneurial Leadership, Entrepreneurship/Entrepreneurial Studies
Upper Iowa University 2010 — 2013
Associate's Degree, Business, Management, Marketing, and Related Support Services
Zara Wanlass Zara Wanlass's Cambridge Investment Research, Inc. Experience October 2014 - Present
Job Technology Product Strategy
Industry Information Technology and Services
Experience
Cambridge Investment Research, Inc. October 2014 - Present
Pearson August 2007 - October 2014
Marsh June 2007 - August 2007
Sauer-Danfoss January 2003 - June 2007
Applera Corporation 2000 - 2002
Gap Inc. October 1997 - September 2000
Skills
Product Management, Management, IT Strategy, Strategy, FINRA, Series 7, Process Improvement, Leadership, Change Management, Team Leadership, Project Management, Cross-functional Team..., Product Development, Requirements Analysis, Enterprise Software, Strategic Planning, Vendor Management, Business Development, Business Analysis, Program Management, Software Project..., Business Process..., Strategic Partnerships, Integration, Salesforce.com, Agile Project Management, Content Management, Negotiation, CRM, Competitive Analysis, Start-ups, SaaS, Cloud Computing, Analytics, Business Intelligence, Agile Methodologies, SDLC, Analysis, Finance, Technical Support, Customer Service, Cost Benefit, Systems Analysis, Intranet, Software Development
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
University of Iowa 2003 — 2005
Master of Arts (MA)
University of California, Berkeley 1992 — 1995
Bachelor of Arts (BA)
Cambridge Investment Research, Inc. October 2014 - Present
Pearson August 2007 - October 2014
Marsh June 2007 - August 2007
Sauer-Danfoss January 2003 - June 2007
Applera Corporation 2000 - 2002
Gap Inc. October 1997 - September 2000
Skills
Product Management, Management, IT Strategy, Strategy, FINRA, Series 7, Process Improvement, Leadership, Change Management, Team Leadership, Project Management, Cross-functional Team..., Product Development, Requirements Analysis, Enterprise Software, Strategic Planning, Vendor Management, Business Development, Business Analysis, Program Management, Software Project..., Business Process..., Strategic Partnerships, Integration, Salesforce.com, Agile Project Management, Content Management, Negotiation, CRM, Competitive Analysis, Start-ups, SaaS, Cloud Computing, Analytics, Business Intelligence, Agile Methodologies, SDLC, Analysis, Finance, Technical Support, Customer Service, Cost Benefit, Systems Analysis, Intranet, Software Development
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA
University of Iowa 2003 — 2005
Master of Arts (MA)
University of California, Berkeley 1992 — 1995
Bachelor of Arts (BA)
Rebecca Quijano's Cambridge Investment Research, Inc. Experience October 2010 - July 2012
Job Associate at Wilshire Advisor Solutions
Industry Financial Services
Experience
Wilshire Associates July 2012 - Present
Cambridge Investment Research, Inc. October 2010 - July 2012
ING Financial Partners October 2009 - September 2010
Tiberi Financial Services December 2007 - October 2009
Skills
Financial Advisory, Retirement, Asset Management, Social Media, Series 7, Series 63, Retirement Planning, Business Coaching, Financial Services, Social Media Marketing, Marketing, Securities, Business Development, Mutual Funds, Digital Media
Education
University of Illinois at Chicago 2003 — 2007
Bachelor's, English, American Literature
Wilshire Associates July 2012 - Present
Cambridge Investment Research, Inc. October 2010 - July 2012
ING Financial Partners October 2009 - September 2010
Tiberi Financial Services December 2007 - October 2009
Skills
Financial Advisory, Retirement, Asset Management, Social Media, Series 7, Series 63, Retirement Planning, Business Coaching, Financial Services, Social Media Marketing, Marketing, Securities, Business Development, Mutual Funds, Digital Media
Education
University of Illinois at Chicago 2003 — 2007
Bachelor's, English, American Literature
Kristi Rugg Kristi Rugg's Cambridge Investment Research, Inc. Experience March 2010 - January 2012
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
David Newbill David Newbill's Cambridge Investment Research, Inc. Experience September 2014 - Present
Job Financial Advisor at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. September 2014 - Present
Forest Hills Financial, Inc. December 2012 - September 2014
CFD Investments, Inc. January 2006 - December 2012
Smith Barney June 1998 - January 2006
Lewis & Knopf, CPAs, P.C. May 1996 - May 1998
Skills
Financial Planning, Retirement Planning, Small Business, Finance, Strategic Planning, Marketing, Management, Team Building, Insurance, Accounting
Education
University of Michigan-Flint 1990 — 1996
Bachelor of Business Administration (B.B.A.), Accounting, With Distinction
Cambridge Investment Research, Inc. September 2014 - Present
Forest Hills Financial, Inc. December 2012 - September 2014
CFD Investments, Inc. January 2006 - December 2012
Smith Barney June 1998 - January 2006
Lewis & Knopf, CPAs, P.C. May 1996 - May 1998
Skills
Financial Planning, Retirement Planning, Small Business, Finance, Strategic Planning, Marketing, Management, Team Building, Insurance, Accounting
Education
University of Michigan-Flint 1990 — 1996
Bachelor of Business Administration (B.B.A.), Accounting, With Distinction
William Carlisle William Carlisle's Cambridge Investment Research, Inc. Experience August 2011 - April 2012
Job Senior Associate Investment Center Team Lead at Merrill Edge
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
Merrill Lynch September 2012 - December 2014
Cambridge Investment Research, Inc August 2011 - April 2012
Ocean Colony Partners, LLC February 2009 - November 2010
Skills
ArcGIS, SPSS, Policy Analysis, Sales Excellence, Customer Relations, Hospitality Management, Securities Compliance, Albridge, Microsoft CRM, Investment Operations, Securities, Investments, Customer Service, Uniform Combined State..., Asset Allocation, Microsoft Excel, Training, Finance, Financial Services, Retirement Planning, Series 7, Mutual Funds, Leadership, Public Speaking
Education
San Francisco State University
BA, Political Science
Merrill Edge December 2014 - Present
Merrill Lynch September 2012 - December 2014
Cambridge Investment Research, Inc August 2011 - April 2012
Ocean Colony Partners, LLC February 2009 - November 2010
Skills
ArcGIS, SPSS, Policy Analysis, Sales Excellence, Customer Relations, Hospitality Management, Securities Compliance, Albridge, Microsoft CRM, Investment Operations, Securities, Investments, Customer Service, Uniform Combined State..., Asset Allocation, Microsoft Excel, Training, Finance, Financial Services, Retirement Planning, Series 7, Mutual Funds, Leadership, Public Speaking
Education
San Francisco State University
BA, Political Science
Joshua Eklund Joshua Eklund's Cambridge Investment Research, Inc. Experience May 2013 - Present
Job BA/QA Tech Lead Supervisor at Cambridge Investment Research, Inc.
Industry Information Technology and Services
Experience
Cambridge Investment Research, Inc. May 2013 - Present
Kingland Systems January 2011 - May 2013
Iowa Army National Guard January 2001 - February 2011
Iowa State University August 2008 - December 2010
Winbco Tank Company July 2006 - June 2007
Education
Iowa State University 2008 — 2010
Bachelor, Management Information Systems
Cambridge Investment Research, Inc. May 2013 - Present
Kingland Systems January 2011 - May 2013
Iowa Army National Guard January 2001 - February 2011
Iowa State University August 2008 - December 2010
Winbco Tank Company July 2006 - June 2007
Education
Iowa State University 2008 — 2010
Bachelor, Management Information Systems
Beth Goings Beth Goings's Cambridge Investment Research, Inc. Experience March 2015 - Present
Job Wealth Strategy Consultant at Cambridge Investment Research, Inc.
Industry Information Services
Experience
Cambridge Investment Research, Inc. March 2015 - Present
Rolling Hills Consulting Services January 2006 - Present
Education
Ashford University 2009 — 2011
MBA
University of Northern Iowa 1995 — 1999
BA
Cambridge Investment Research, Inc. March 2015 - Present
Rolling Hills Consulting Services January 2006 - Present
Education
Ashford University 2009 — 2011
MBA
University of Northern Iowa 1995 — 1999
BA
Aaron Harvey's Cambridge Investment Research, Inc. Experience October 2010 - April 2015
Job Financial Advisor at First Investment Services
Industry Investment Management
Experience
Cambridge Investment Research, Inc. October 2010 - April 2015
Edward Jones May 2007 - September 2010
JPMorgan Chase April 2006 - May 2007
Skills
Retirement Planning, Tax Management, Estate Planning, Risk Management, Education Funding, Investment Planning, Employee and Executive...
Education
Texas Tech University 1997 — 2003
BBA, Marketing
Texas Tech University - Rawls College of Business 1997 — 2003
BA, Marketing
Cambridge Investment Research, Inc. October 2010 - April 2015
Edward Jones May 2007 - September 2010
JPMorgan Chase April 2006 - May 2007
Skills
Retirement Planning, Tax Management, Estate Planning, Risk Management, Education Funding, Investment Planning, Employee and Executive...
Education
Texas Tech University 1997 — 2003
BBA, Marketing
Texas Tech University - Rawls College of Business 1997 — 2003
BA, Marketing
Richard K. McLaughlin, CFP, INDEPENDENT FIDUCIARY Richard K. McLaughlin, CFP, INDEPENDENT FIDUCIARY's Cambridge Investment Research, Inc. Experience March 2007 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Cambridge Investment Research Advisors, INC
Industry Financial Services
Experience
Cambridge Investment Research, Inc. March 2007 - Present
Wealth Generations Financial Planning May 1991 - Present
AIG Advisor Group January 1996 - February 2007
Skills
Financial Advisory, Retirement Planning, 401k, Investment Strategies, Securities, Savings, FINRA, Finance, Retirement, Wealth Management, Estate Planning, IRAs, Risk Tolerance, Money Management, Investments, Financial Planning, Wealth, Asset Management, Investment Management, Life Insurance, Mutual Funds, Investment Advisory, Asset Allocation, Financial Services, Employee Benefits
Education
College for Financial Planning 1989 — 1991
CFP, Financial Planning
University of Delaware 1973 — 1975
Concord H.S. 1968 — 1971
High School
Cambridge Investment Research, Inc. March 2007 - Present
Wealth Generations Financial Planning May 1991 - Present
AIG Advisor Group January 1996 - February 2007
Skills
Financial Advisory, Retirement Planning, 401k, Investment Strategies, Securities, Savings, FINRA, Finance, Retirement, Wealth Management, Estate Planning, IRAs, Risk Tolerance, Money Management, Investments, Financial Planning, Wealth, Asset Management, Investment Management, Life Insurance, Mutual Funds, Investment Advisory, Asset Allocation, Financial Services, Employee Benefits
Education
College for Financial Planning 1989 — 1991
CFP, Financial Planning
University of Delaware 1973 — 1975
Concord H.S. 1968 — 1971
High School
Joseph Greenfield Joseph Greenfield's Cambridge Investment Research, Inc. Experience February 2013 - Present
Job Securities Trainer at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. February 2013 - Present
Education
Luther College 2000 — 2004
Bachelor of Arts (B.A.), Mathematics
Cambridge Investment Research, Inc. February 2013 - Present
Education
Luther College 2000 — 2004
Bachelor of Arts (B.A.), Mathematics
Josh Hoskins Josh Hoskins's Cambridge Investment Research, Inc. Experience May 2001 - September 2003
Job Profressor of Finance and Business English (ELI China)
Industry Financial Services
Experience
ELI China July 2006 - Present
Cambridge Investment Research, Inc. May 2001 - September 2003
Skills
Mandarin Chinese, Series 7, Series 24, Chinese Proficiency..., Teaching, Public Speaking
Education
Northeast Normal University 2011 — 2013
Mandarin Chinese
Wheaton College 2006 — 2009
Master’s Degree
Moody Bible Institute 2001 — 2004
Bachelor’s Degree, Urban and Social Policy, 3.6
George Fox University 2000 — 2001
Finance, General, 3.7
ELI China July 2006 - Present
Cambridge Investment Research, Inc. May 2001 - September 2003
Skills
Mandarin Chinese, Series 7, Series 24, Chinese Proficiency..., Teaching, Public Speaking
Education
Northeast Normal University 2011 — 2013
Mandarin Chinese
Wheaton College 2006 — 2009
Master’s Degree
Moody Bible Institute 2001 — 2004
Bachelor’s Degree, Urban and Social Policy, 3.6
George Fox University 2000 — 2001
Finance, General, 3.7
Angela Keene Angela Keene's Cambridge Investment Research, Inc. Experience October 2011 - Present
Job Registered Sales Assistant at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. October 2011 - Present
Jeff Horton Insurance and Investments September 1986 - Present
Horton Financial Services, Inc. September 1985 - Present
Tower Square Securities, Inc. March 2000 - October 2011
Royal Alliance March 1999 - March 2000
Skills
Series 7, Series 63, Series 24, Variable Annuities, 401k, IRAs, Mutual Funds, Financial Services, Management, Customer Service, Office Management, Sales, Life Insurance, Retirement Planning
Education
Spartanburg Community College 1987 — 1989
Computer Science
University of South Carolina Upstate 1985 — 1987
Business Administration and Management, General
Boiling Springs High School 1983 — 1985
High School
Cambridge Investment Research, Inc. October 2011 - Present
Jeff Horton Insurance and Investments September 1986 - Present
Horton Financial Services, Inc. September 1985 - Present
Tower Square Securities, Inc. March 2000 - October 2011
Royal Alliance March 1999 - March 2000
Skills
Series 7, Series 63, Series 24, Variable Annuities, 401k, IRAs, Mutual Funds, Financial Services, Management, Customer Service, Office Management, Sales, Life Insurance, Retirement Planning
Education
Spartanburg Community College 1987 — 1989
Computer Science
University of South Carolina Upstate 1985 — 1987
Business Administration and Management, General
Boiling Springs High School 1983 — 1985
High School
Neeta Patel's Cambridge Investment Research, Inc. Experience July 2006 - July 2012
Job Compliance Manager Financial Services
Industry Financial Services
Experience
Harbor Financial Services February 2013 - Present
Cambridge Investment Research, Inc July 2006 - July 2012
Washington Mutual Bank February 2005 - June 2006
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2003
Finance
Harbor Financial Services February 2013 - Present
Cambridge Investment Research, Inc July 2006 - July 2012
Washington Mutual Bank February 2005 - June 2006
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2003
Finance
David Zeckets's Cambridge Investment Research, Inc. Experience September 2009 - Present
Job at Cambridge Investment Research, Inc
Industry Financial Services
Experience
Cambridge Investment Research, Inc September 2009 - Present
Cambridge Investment Research, Inc January 1999 - September 2009
Skills
Strategic Financial..., Retirement Planning, Investments, Securities, 401k, Mutual Funds, Investment Management
Education
Fairleigh Dickinson University 1963 — 1967
MBA, ECOMONICS
Cambridge Investment Research, Inc September 2009 - Present
Cambridge Investment Research, Inc January 1999 - September 2009
Skills
Strategic Financial..., Retirement Planning, Investments, Securities, 401k, Mutual Funds, Investment Management
Education
Fairleigh Dickinson University 1963 — 1967
MBA, ECOMONICS
Steven Blum's Cambridge Investment Research, Inc. Experience March 2010 - Present
Job Senior Production Support Engineer at Cambridge Investment Research, Inc
Industry Computer Software
Experience
Cambridge Investment Research, Inc March 2010 - Present
Ilobbi June 2009 - March 2010
Authoria April 2004 - April 2009
Advanced Information Management (now Authoria) 1990 - 2004
CER 1985 - 1989
Skills
Microsoft SQL Server, jQuery, XML, Agile Methodologies, ASP.NET, T-SQL, .NET, Software Project..., Software Development, IIS, SaaS, SSRS, HTML, Requirements Analysis, C#, SQL, Access, JavaScript, Operating Systems, Enterprise Software, Virtualization, Web Applications, Windows, Visual Studio, Web Services, Business Analysis, Visual Basic, SDLC, Scrum
Education
Southern Illinois University, Carbondale 1972 — 1974
Cambridge Investment Research, Inc March 2010 - Present
Ilobbi June 2009 - March 2010
Authoria April 2004 - April 2009
Advanced Information Management (now Authoria) 1990 - 2004
CER 1985 - 1989
Skills
Microsoft SQL Server, jQuery, XML, Agile Methodologies, ASP.NET, T-SQL, .NET, Software Project..., Software Development, IIS, SaaS, SSRS, HTML, Requirements Analysis, C#, SQL, Access, JavaScript, Operating Systems, Enterprise Software, Virtualization, Web Applications, Windows, Visual Studio, Web Services, Business Analysis, Visual Basic, SDLC, Scrum
Education
Southern Illinois University, Carbondale 1972 — 1974
Edward Asika's Cambridge Investment Research, Inc. Experience September 2014 - Present
Job Senior Software Engineer at Cambridge Investment Research, Inc.
Industry Computer Software
Experience
Cambridge Investment Research, Inc. September 2014 - Present
Internap May 2010 - June 2014
Delta Technology May 2000 - April 2009
Data Oceans April 2008 - November 2008
UPS May 2006 - July 2007
Skills
XML, Windows Server, Web Services, WINS, WCF, TCP/IP, Unix, Subversion, Software Development, Scrum, SQL, SDLC, Python, Perl, Oracle, MySQL, Microsoft SQL Server, Linux, JavaScript, Distributed Systems, Databases, DNS, Cloud Computing, C#, C++, Agile Methodologies, Active Directory, .NET, Java, Apache, REST, Shell Scripting
Education
Clark Atlanta University 1995 — 1998
M.S, Physics
Georgia Institute of Technology 1992 — 1995
B.S, Electrical Engineering
Cambridge Investment Research, Inc. September 2014 - Present
Internap May 2010 - June 2014
Delta Technology May 2000 - April 2009
Data Oceans April 2008 - November 2008
UPS May 2006 - July 2007
Skills
XML, Windows Server, Web Services, WINS, WCF, TCP/IP, Unix, Subversion, Software Development, Scrum, SQL, SDLC, Python, Perl, Oracle, MySQL, Microsoft SQL Server, Linux, JavaScript, Distributed Systems, Databases, DNS, Cloud Computing, C#, C++, Agile Methodologies, Active Directory, .NET, Java, Apache, REST, Shell Scripting
Education
Clark Atlanta University 1995 — 1998
M.S, Physics
Georgia Institute of Technology 1992 — 1995
B.S, Electrical Engineering
Andrew Gift's Cambridge Investment Research, Inc. Experience May 2007 - Present
Job Founder/President at A.G. Financial Services, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc May 2007 - Present
A.G. Financial Services, Inc. March 1988 - Present
Skills
Investments, Securities, Portfolio Management, Financial Planning, Retirement, Retirement Planning, Investment Advisory, Strategic Financial..., Financial Risk, Finance, Financial Advisory, Options, FINRA, Series 7, Alternative Investments, Mutual Funds, Series 63, Wealth Management
Education
University of Denver 1983 — 1985
BSBA, Finance
Cambridge Investment Research, Inc May 2007 - Present
A.G. Financial Services, Inc. March 1988 - Present
Skills
Investments, Securities, Portfolio Management, Financial Planning, Retirement, Retirement Planning, Investment Advisory, Strategic Financial..., Financial Risk, Finance, Financial Advisory, Options, FINRA, Series 7, Alternative Investments, Mutual Funds, Series 63, Wealth Management
Education
University of Denver 1983 — 1985
BSBA, Finance
LeAnne Edgeton's Cambridge Investment Research, Inc. Experience July 2008 - Present
Job Associate Director, Partner Support Center at Cambridge Investment Research
Industry Management Consulting
Experience
Cambridge Investment Research, Inc. July 2008 - Present
Cambridge Investment Research July 2008 - July 2012
Cambridge Investment Research 2008 - 2010
Primus Telecommunications 1999 - 2008
Lingo Internet Phone Service 1999 - 2008
Telegroup 1995 - 1999
Skills
Leadership, Program Management, Public Speaking, Customer Service, Leadership Development, Social Media, Strategic Planning, Team Building, Executive Management, Securities, Management, Project Management, Microsoft Office, Sales, Series 7, Microsoft Excel
Education
Southern Methodist University 1978 — 1980
M.M., Music
Illinois Wesleyan University 1974 — 1978
B.M., Music Performance
Harvard High School 1969 — 1973
Diploma
Cambridge Investment Research, Inc. July 2008 - Present
Cambridge Investment Research July 2008 - July 2012
Cambridge Investment Research 2008 - 2010
Primus Telecommunications 1999 - 2008
Lingo Internet Phone Service 1999 - 2008
Telegroup 1995 - 1999
Skills
Leadership, Program Management, Public Speaking, Customer Service, Leadership Development, Social Media, Strategic Planning, Team Building, Executive Management, Securities, Management, Project Management, Microsoft Office, Sales, Series 7, Microsoft Excel
Education
Southern Methodist University 1978 — 1980
M.M., Music
Illinois Wesleyan University 1974 — 1978
B.M., Music Performance
Harvard High School 1969 — 1973
Diploma
Bill Cummings's Cambridge Investment Research, Inc. Experience February 2013 - Present
Job Helping You Make Smart Choices about Money™
Industry Financial Services
Experience
Axiom Advisors, Bedford New Hampshire February 2014 - Present
Cambridge Investment Research, Inc. February 2013 - Present
Cummings Financial, LLC January 2011 - Present
Cornerstone Benefit & Retirement Group, Inc. September 2007 - December 2012
Cummings Insurance & Financial Services September 1992 - January 2011
Massachusetts Mutual Life Insurance Company September 1989 - September 1992
Skills
Financial Planning, Retirement Planning, Small Business, Succession Planning, Professional Women, Home Based Business, Entrepreneurship, Disability Insurance, Life Insurance, Income Protection, Long-term Care, Long Term Care Insurance, Strategic Planning, Registered Nurses, Architects, Health Care..., Radio Broadcasting
Education
Northeastern University 1977 — 1981
BSBA, Marketing
Needham High School 1973 — 1976
College Prep
Axiom Advisors, Bedford New Hampshire February 2014 - Present
Cambridge Investment Research, Inc. February 2013 - Present
Cummings Financial, LLC January 2011 - Present
Cornerstone Benefit & Retirement Group, Inc. September 2007 - December 2012
Cummings Insurance & Financial Services September 1992 - January 2011
Massachusetts Mutual Life Insurance Company September 1989 - September 1992
Skills
Financial Planning, Retirement Planning, Small Business, Succession Planning, Professional Women, Home Based Business, Entrepreneurship, Disability Insurance, Life Insurance, Income Protection, Long-term Care, Long Term Care Insurance, Strategic Planning, Registered Nurses, Architects, Health Care..., Radio Broadcasting
Education
Northeastern University 1977 — 1981
BSBA, Marketing
Needham High School 1973 — 1976
College Prep
Colte Franklin's Cambridge Investment Research, Inc. Experience July 2015 - Present
Job Certified Scrum Master for Business Software Applications at Cambridge Investment Research, Inc.
Industry Computer Software
Experience
Cambridge Investment Research, Inc. July 2015 - Present
Cambridge Investment Research, Inc. August 2014 - July 2015
Cambridge Investment Research, Inc. January 2010 - August 2014
Cambridge Investment Research, Inc. January 2008 - January 2010
Education
Indian Hills Community College 2005 — 2007
Cyber/Computer Forensics
University of Northern Iowa 2003 — 2005
Computer Programming
Cambridge Investment Research, Inc. July 2015 - Present
Cambridge Investment Research, Inc. August 2014 - July 2015
Cambridge Investment Research, Inc. January 2010 - August 2014
Cambridge Investment Research, Inc. January 2008 - January 2010
Education
Indian Hills Community College 2005 — 2007
Cyber/Computer Forensics
University of Northern Iowa 2003 — 2005
Computer Programming
Barry Wind's Cambridge Investment Research, Inc. Experience June 2015 - Present
Job Financial Advisor, Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research, Inc. June 2015 - Present
Progressive Asset Management April 2003 - June 2015
Financial West Group, Inc April 2003 - June 2015
Skills
Retirement Planning, Mutual Funds, Investment Advisory, Financial Planning, Asset Allocation, Investments, Public Speaking, Wealth Management, Investment Strategies, Securities
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Master’s Degree, Marketing, Public and Non-Profit Management
Colorado College 1976 — 1980
Bachelor’s Degree, Political Science
Cambridge Investment Research, Inc. June 2015 - Present
Progressive Asset Management April 2003 - June 2015
Financial West Group, Inc April 2003 - June 2015
Skills
Retirement Planning, Mutual Funds, Investment Advisory, Financial Planning, Asset Allocation, Investments, Public Speaking, Wealth Management, Investment Strategies, Securities
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Master’s Degree, Marketing, Public and Non-Profit Management
Colorado College 1976 — 1980
Bachelor’s Degree, Political Science
Sherry Kluender's Cambridge Investment Research, Inc. Experience July 2014 - Present
Job Project Manager, Cambridge Investment Research, Inc.
Industry Investment Management
Experience
Cambridge Investment Research, Inc. July 2014 - Present
University of Northern Iowa January 2006 - February 2010
Presbyterian Village February 2003 - January 2006
Education
University of Northern Iowa 2007 — 2009
MA, Philanthropy and Non Profit Development
Simpson College 1992 — 1995
BA, Communication Studies
Cambridge Investment Research, Inc. July 2014 - Present
University of Northern Iowa January 2006 - February 2010
Presbyterian Village February 2003 - January 2006
Education
University of Northern Iowa 2007 — 2009
MA, Philanthropy and Non Profit Development
Simpson College 1992 — 1995
BA, Communication Studies
Graham MacNeill's Cambridge Investment Research, Inc. Experience July 2001 - June 2002
Job Field Compliance Supervisor at Ameriprise Financial
Industry Financial Services
Experience
State of NC Securities Division July 2010 - Present
Ameriprise Financial September 2003 - May 2008
Cambridge Investment Research, Inc July 2001 - June 2002
Triad Advisors, Inc September 2000 - May 2001
Education
State University of New York College at Oswego 1990 — 1994
B.A., Communications
State of NC Securities Division July 2010 - Present
Ameriprise Financial September 2003 - May 2008
Cambridge Investment Research, Inc July 2001 - June 2002
Triad Advisors, Inc September 2000 - May 2001
Education
State University of New York College at Oswego 1990 — 1994
B.A., Communications
Daniel Strock's Cambridge Investment Research, Inc. Experience January 2015 - Present
Job Branch Development at Atlantic Financial Group
Industry Financial Services
Experience
Atlantic Financial Group January 2015 - Present
Cambridge Investment Research, Inc. January 2015 - Present
The Pretzel Revolution Franchising Company, Llc. February 2012 - Present
Alexander Foods Llc. February 2012 - Present
Avatar Securities, LLC September 2014 - December 2014
AMR Capital Trading Corporation January 2013 - May 2014
Hold Brothers February 2004 - December 2011
AMR Capital Trading Corp. January 2011 - February 2011
hold brothers February 2004 - January 2011
ECHOtrade February 2003 - February 2004
Skills
Trading, Equities, Risk Management, Traders, Hedge Funds
Education
Lock Haven University of Pennsylvania 1992 — 1996
Atlantic Financial Group January 2015 - Present
Cambridge Investment Research, Inc. January 2015 - Present
The Pretzel Revolution Franchising Company, Llc. February 2012 - Present
Alexander Foods Llc. February 2012 - Present
Avatar Securities, LLC September 2014 - December 2014
AMR Capital Trading Corporation January 2013 - May 2014
Hold Brothers February 2004 - December 2011
AMR Capital Trading Corp. January 2011 - February 2011
hold brothers February 2004 - January 2011
ECHOtrade February 2003 - February 2004
Skills
Trading, Equities, Risk Management, Traders, Hedge Funds
Education
Lock Haven University of Pennsylvania 1992 — 1996
Nicole (Noble) Varick's Cambridge Investment Research, Inc. Experience March 2013 - Present
Job Executive Assistant/Business Development Associate at Gateway Financial Advisors
Industry Investment Management
Experience
Gateway Financial Advisors, Inc. February 2014 - Present
Cambridge Investment Research, Inc. March 2013 - Present
LPL Financial April 2009 - March 2013
William Bray Benefit Specialist January 2008 - June 2008
Prudential Financial September 2006 - January 2008
AIG 2003 - 2006
Skills
Insurance, Account Management, Training, Microsoft Office, Marketing, Budgets, Customer Service, Retirement Planning, Sales, Strategic Financial..., Strategic Planning, Team Building, Wealth Management, Business Planning, Recruiting, Financial Planning, Leadership
Education
Austin Community College 1996 — 1999
Business Administration and Management, General
Gateway Financial Advisors, Inc. February 2014 - Present
Cambridge Investment Research, Inc. March 2013 - Present
LPL Financial April 2009 - March 2013
William Bray Benefit Specialist January 2008 - June 2008
Prudential Financial September 2006 - January 2008
AIG 2003 - 2006
Skills
Insurance, Account Management, Training, Microsoft Office, Marketing, Budgets, Customer Service, Retirement Planning, Sales, Strategic Financial..., Strategic Planning, Team Building, Wealth Management, Business Planning, Recruiting, Financial Planning, Leadership
Education
Austin Community College 1996 — 1999
Business Administration and Management, General
Chris Mincks's Cambridge Investment Research, Inc. Experience May 2015 - Present
Job IT Infrastructure Manager
Industry Information Technology and Services
Experience
Cambridge Investment Research, Inc. May 2015 - Present
MidAmerican Energy Company August 2014 - May 2015
Cargill January 2013 - August 2014
CSC January 2010 - January 2013
Cargill August 2006 - January 2010
Cargill June 2005 - August 2006
Cargill September 1999 - June 2005
Cargill June 1997 - September 1999
Skills
Active Directory, Windows Server, ITIL, Citrix, IT Service Management, Servers, Incident Management, Data Center, BMC Remedy, Disaster Recovery, VMware, Infrastructure, IT Management, Security, Windows, Technical Support, SharePoint, IT Operations, Altiris, Group Policy, Business Analysis, IT Strategy, Hardware, Citrix Metaframe, Windows Server 2003, Dell PowerEdge Servers, Enterprise Architecture, DNS, DHCP, Computer Hardware, Backup Exec, VMware ESX, VMware Infrastructure, Microsoft Exchange, System Deployment, Patch Management, Remedy, Resource Management, Requirements Analysis, IT Infrastructure..., Windows Server 2008, Process Improvement, Change Management, Management, Virtualization, Integration, Vendor Management, HP Proliant, Team Management
Education
Indian Hills Community College 2000 — 2000
Indian Hills Community College 1986 — 1989
AAS
Cambridge Investment Research, Inc. May 2015 - Present
MidAmerican Energy Company August 2014 - May 2015
Cargill January 2013 - August 2014
CSC January 2010 - January 2013
Cargill August 2006 - January 2010
Cargill June 2005 - August 2006
Cargill September 1999 - June 2005
Cargill June 1997 - September 1999
Skills
Active Directory, Windows Server, ITIL, Citrix, IT Service Management, Servers, Incident Management, Data Center, BMC Remedy, Disaster Recovery, VMware, Infrastructure, IT Management, Security, Windows, Technical Support, SharePoint, IT Operations, Altiris, Group Policy, Business Analysis, IT Strategy, Hardware, Citrix Metaframe, Windows Server 2003, Dell PowerEdge Servers, Enterprise Architecture, DNS, DHCP, Computer Hardware, Backup Exec, VMware ESX, VMware Infrastructure, Microsoft Exchange, System Deployment, Patch Management, Remedy, Resource Management, Requirements Analysis, IT Infrastructure..., Windows Server 2008, Process Improvement, Change Management, Management, Virtualization, Integration, Vendor Management, HP Proliant, Team Management
Education
Indian Hills Community College 2000 — 2000
Indian Hills Community College 1986 — 1989
AAS
Madhavi Mahankali's Cambridge Investment Research, Inc. Experience October 2014 - Present
Job Sr. Net Developer at Cambridge Investment Research, Inc.
Industry Information Technology and Services
Experience
Cambridge Investment Research, Inc. October 2014 - Present
ista North America July 2010 - September 2014
Access Insurance Holdings April 2009 - July 2010
VCG LLC 2006 - 2009
South eastern Data cooperative 2004 - 2005
Skills
WCF, ASP.NET, VB.NET, TFS, .NET, C#, T-SQL, SSRS, SSIS, Web Services, Microsoft SQL Server, VSS, Visual Studio, SDLC, Agile Methodologies
Education
Southern Polytechnic State University 2005 — 2006
MS, Computers
National Institute of Technology Warangal 1998 — 2002
Bachelor of Engineering (BE), Electrical, Electronic and Communications Engineering Technology/Technician
Nalanda College 1996 — 1998
Master of Science (MS), Computer Science
Cambridge Investment Research, Inc. October 2014 - Present
ista North America July 2010 - September 2014
Access Insurance Holdings April 2009 - July 2010
VCG LLC 2006 - 2009
South eastern Data cooperative 2004 - 2005
Skills
WCF, ASP.NET, VB.NET, TFS, .NET, C#, T-SQL, SSRS, SSIS, Web Services, Microsoft SQL Server, VSS, Visual Studio, SDLC, Agile Methodologies
Education
Southern Polytechnic State University 2005 — 2006
MS, Computers
National Institute of Technology Warangal 1998 — 2002
Bachelor of Engineering (BE), Electrical, Electronic and Communications Engineering Technology/Technician
Nalanda College 1996 — 1998
Master of Science (MS), Computer Science
Michelle Nabiliwa's Cambridge Investment Research, Inc. Experience April 2012 - April 2013
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
Roman Magar's Cambridge Investment Research, Inc. Experience June 2015 - Present
Job Senior Analyst, Corporate Risk Management at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. June 2015 - Present
Cambridge Investment Research Inc. June 2013 - June 2015
PP Pradhan & Co. August 2009 - June 2013
The Dwarika's Hotel May 2011 - June 2012
Skills
Financial Accounting, Financial Reporting, Management Accounting, Accounting, GAAP, IFRS, Ethics, Auditing, Internal Audit, Internal Controls, Corporate Governance, External Audit, Forensic Accounting, General Ledger, Bookkeeping, Fixed Assets, Account Reconciliation, Accounts Payable, Tax, VAT, Payroll, Payroll Taxes, Microsoft Office, Audit Software, Information Systems, Information Technology, Creative Solutions..., Information Security..., Financial Analysis, Financial Statements, Financial Audits, Cost Accounting, US GAAP, Bank Reconciliation, Corporate Finance, Variance Analysis, Cash Flow, Analysis, Peachtree, QuickBooks, Accounts Receivable
Education
Maharishi University of Management 2012 — 2013
Master of Business Administration (MBA), Accounting and Finance
London College of Accountancy 2007 — 2009
ACCA, The Association of Chartered Certified Accountants
Tribhuwan University of Nepal 2002 — 2004
BBS, Bachelors in Business Studies
Cambridge Investment Research, Inc. June 2015 - Present
Cambridge Investment Research Inc. June 2013 - June 2015
PP Pradhan & Co. August 2009 - June 2013
The Dwarika's Hotel May 2011 - June 2012
Skills
Financial Accounting, Financial Reporting, Management Accounting, Accounting, GAAP, IFRS, Ethics, Auditing, Internal Audit, Internal Controls, Corporate Governance, External Audit, Forensic Accounting, General Ledger, Bookkeeping, Fixed Assets, Account Reconciliation, Accounts Payable, Tax, VAT, Payroll, Payroll Taxes, Microsoft Office, Audit Software, Information Systems, Information Technology, Creative Solutions..., Information Security..., Financial Analysis, Financial Statements, Financial Audits, Cost Accounting, US GAAP, Bank Reconciliation, Corporate Finance, Variance Analysis, Cash Flow, Analysis, Peachtree, QuickBooks, Accounts Receivable
Education
Maharishi University of Management 2012 — 2013
Master of Business Administration (MBA), Accounting and Finance
London College of Accountancy 2007 — 2009
ACCA, The Association of Chartered Certified Accountants
Tribhuwan University of Nepal 2002 — 2004
BBS, Bachelors in Business Studies
Deidre Freyenberger's Cambridge Investment Research, Inc. Experience March 2014 - Present
Job Forms Assistant at Cambridge Investment Research, Inc.
Industry Public Relations and Communications
Experience
Cambridge Investment Research, Inc. March 2014 - Present
East Tennessee State University August 2011 - May 2013
Paradise Travel January 2011 - May 2011
Wartburg College April 2007 - April 2010
ASI Signage Innovations June 2009 - August 2009
CIVCO Medical Solutions June 2008 - August 2008
MD Orthopaedics June 2007 - August 2007
Skills
Press Releases, Public Relations, Marketing, Higher Education, Research, Teaching, University Teaching, Student Development, Editing, Community Outreach, Advertising, Social Media, Facebook, Customer Service, Microsoft Office, Microsoft Word, Social Networking, Writing
Education
East Tennessee State University 2011 — 2013
Masters in Professional Communication, Public Relations and Marketing
Wartburg College 2006 — 2010
Bachelor of Arts (BA), Communication, Certificate: Leadership
Cambridge Investment Research, Inc. March 2014 - Present
East Tennessee State University August 2011 - May 2013
Paradise Travel January 2011 - May 2011
Wartburg College April 2007 - April 2010
ASI Signage Innovations June 2009 - August 2009
CIVCO Medical Solutions June 2008 - August 2008
MD Orthopaedics June 2007 - August 2007
Skills
Press Releases, Public Relations, Marketing, Higher Education, Research, Teaching, University Teaching, Student Development, Editing, Community Outreach, Advertising, Social Media, Facebook, Customer Service, Microsoft Office, Microsoft Word, Social Networking, Writing
Education
East Tennessee State University 2011 — 2013
Masters in Professional Communication, Public Relations and Marketing
Wartburg College 2006 — 2010
Bachelor of Arts (BA), Communication, Certificate: Leadership
Keith Cawrse's Cambridge Investment Research, Inc. Experience July 2014 - Present
Job at
Industry Financial Services
Experience
Mount Vernon City School District June 2015 - Present
Cambridge Investment Research, Inc. July 2014 - Present
The Center For Individual & Family Services/The Rehab Center January 2006 - Present
Mansfield City Schools January 2012 - June 2014
Lincoln Investment Planning August 2010 - December 2013
Multi-Financial Services August 2004 - August 2010
MassMutual Financial Group August 1999 - August 2004
Education
Kent State University 2010 — 2011
Masters, Library and Information Science
University of Toledo 1988 — 1993
Bachelor of Science, Business Education/Computer Science
Mount Vernon City School District June 2015 - Present
Cambridge Investment Research, Inc. July 2014 - Present
The Center For Individual & Family Services/The Rehab Center January 2006 - Present
Mansfield City Schools January 2012 - June 2014
Lincoln Investment Planning August 2010 - December 2013
Multi-Financial Services August 2004 - August 2010
MassMutual Financial Group August 1999 - August 2004
Education
Kent State University 2010 — 2011
Masters, Library and Information Science
University of Toledo 1988 — 1993
Bachelor of Science, Business Education/Computer Science
Carrie Lathrop's Cambridge Investment Research, Inc. Experience July 2011 - Present
Job Legal Director, Cambridge Investment Research, Inc.
Industry Law Practice
Experience
Cambridge Investment Research, Inc. July 2011 - Present
Meardon, Sueppel, & Downer P.L.C. September 2007 - July 2011
Education
University of Iowa College of Law 2004 — 2007
J.D.
Iowa State University 2000 — 2004
B.S., Psychology, Sociology, Criminal Justice
Cambridge Investment Research, Inc. July 2011 - Present
Meardon, Sueppel, & Downer P.L.C. September 2007 - July 2011
Education
University of Iowa College of Law 2004 — 2007
J.D.
Iowa State University 2000 — 2004
B.S., Psychology, Sociology, Criminal Justice
April Shaw's Cambridge Investment Research, Inc. Experience September 2015 - Present
Job Branch Operations Manager
Industry Financial Services
Experience
Cambridge Investment Research, Inc. September 2015 - Present
LPL Finanical September 1998 - September 2015
Lanier World Wide Inc 1983 - July 1985
Hempstead General Hospital 1982 - 1983
National Medical Management 1981 - 1983
Skills
Microsoft Office, Microsoft Word, Public Speaking, Research, Event Planning, Process Improvement, Social Media, Access, Teamwork, Team Leadership
Education
State University of New York College at Brockport
Lindenhurst Senior High School 1977 — 1980
Alfred G. Berner Senior High School 1976 — 1977
Cambridge Investment Research, Inc. September 2015 - Present
LPL Finanical September 1998 - September 2015
Lanier World Wide Inc 1983 - July 1985
Hempstead General Hospital 1982 - 1983
National Medical Management 1981 - 1983
Skills
Microsoft Office, Microsoft Word, Public Speaking, Research, Event Planning, Process Improvement, Social Media, Access, Teamwork, Team Leadership
Education
State University of New York College at Brockport
Lindenhurst Senior High School 1977 — 1980
Alfred G. Berner Senior High School 1976 — 1977
Nik Schmidt's Cambridge Investment Research, Inc. Experience October 2014 - Present
Job Legal Department
Industry Financial Services
Experience
Cambridge Investment Research, Inc. October 2014 - Present
Adams State University October 2013 - May 2014
Morgan County (IL) State's Attorney's Office April 2012 - September 2012
Winona State University 2009 - 2010
Peerless Chains June 2009 - September 2009
Winona State University August 2008 - May 2009
Skills
College Educated, Trainable, Training, Instruction, NCAA Compliance, Athletic Training, Athletics, Sports, Coaching, Time Management, Sports Law, Sports Marketing, Sports Management, Basketball
Education
Robert Morris University 2011 — 2012
Associate of Science (AS), Paralegal Studies
Southern Illinois University Edwardsville 2007 — 2008
Masters of Science, Sport Management
University of Missouri-Columbia 2003 — 2006
Bachelor of Art, History; Journalism minor
Routt Catholic
Cambridge Investment Research, Inc. October 2014 - Present
Adams State University October 2013 - May 2014
Morgan County (IL) State's Attorney's Office April 2012 - September 2012
Winona State University 2009 - 2010
Peerless Chains June 2009 - September 2009
Winona State University August 2008 - May 2009
Skills
College Educated, Trainable, Training, Instruction, NCAA Compliance, Athletic Training, Athletics, Sports, Coaching, Time Management, Sports Law, Sports Marketing, Sports Management, Basketball
Education
Robert Morris University 2011 — 2012
Associate of Science (AS), Paralegal Studies
Southern Illinois University Edwardsville 2007 — 2008
Masters of Science, Sport Management
University of Missouri-Columbia 2003 — 2006
Bachelor of Art, History; Journalism minor
Routt Catholic
Hollie Stoker's Cambridge Investment Research, Inc. Experience March 2006 - July 2007
Job Commercial Credit Analyst
Industry Banking
Experience
Community 1st Credit Union February 2015 - Present
Community 1st Credit Union March 2013 - February 2015
Donatech Corporation June 2011 - November 2012
Wells Fargo Bank N.A. May 2010 - December 2010
U.S. Bank N.A. March 2008 - May 2010
Cambridge Investment Research Inc. March 2006 - July 2007
Physician Assistant Staffing Service, LLC March 2002 - June 2005
Skills
Process Improvement, Management, Leadership, Analysis, Microsoft Excel, Troubleshooting, Continuous Improvement, Customer Service, Loans, Banking, Financial Analysis, Credit, Team Building, Microsoft Office, Business Development, Sales, Finance
Education
Buena Vista University
Bachelor of Science, Business & Finance
Indian Hills Community College
Associate of Sciences, Business Management
Indian Hills Community College
Associate of Arts, Arts and Sciences
Community 1st Credit Union February 2015 - Present
Community 1st Credit Union March 2013 - February 2015
Donatech Corporation June 2011 - November 2012
Wells Fargo Bank N.A. May 2010 - December 2010
U.S. Bank N.A. March 2008 - May 2010
Cambridge Investment Research Inc. March 2006 - July 2007
Physician Assistant Staffing Service, LLC March 2002 - June 2005
Skills
Process Improvement, Management, Leadership, Analysis, Microsoft Excel, Troubleshooting, Continuous Improvement, Customer Service, Loans, Banking, Financial Analysis, Credit, Team Building, Microsoft Office, Business Development, Sales, Finance
Education
Buena Vista University
Bachelor of Science, Business & Finance
Indian Hills Community College
Associate of Sciences, Business Management
Indian Hills Community College
Associate of Arts, Arts and Sciences
Chris Renna's Cambridge Investment Research, Inc. Experience August 2015 - Present
Job Financial Consultant at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. August 2015 - Present
LPL September 2012 - August 2015
Knight Capital Group 2004 - 2010
Merrill Lynch June 2002 - April 2004
J&W Seligman November 2000 - June 2002
Nassau County June 1994 - November 2000
Education
Baruch College 1998 — 2000
Bachelor of Business Administration (BBA), Finance
Cambridge Investment Research, Inc. August 2015 - Present
LPL September 2012 - August 2015
Knight Capital Group 2004 - 2010
Merrill Lynch June 2002 - April 2004
J&W Seligman November 2000 - June 2002
Nassau County June 1994 - November 2000
Education
Baruch College 1998 — 2000
Bachelor of Business Administration (BBA), Finance
Shawntrea Bethea's Cambridge Investment Research, Inc. Experience September 2014 - Present
Job Associate Regional Director
Industry Financial Services
Experience
Cambridge Investment Research, Inc. September 2014 - Present
Triad Advisors June 2012 - September 2014
Transamerica Financial Advisors, Inc. January 2011 - June 2012
E*TRADE Financial February 2007 - January 2011
AT&T November 2005 - February 2007
Skills
Series 7, Series 63, Securities, Financial Services, Investments, Banking, Equities, Finance, Portfolio Management, Retirement Planning, Series 24, Series 53, Series 66, FINRA, Mutual Funds, AML, Wealth Management
Education
University of North Carolina at Charlotte 2002 — 2004
Bachelor of Science (B.S.), Finance and Marketing
Cambridge Investment Research, Inc. September 2014 - Present
Triad Advisors June 2012 - September 2014
Transamerica Financial Advisors, Inc. January 2011 - June 2012
E*TRADE Financial February 2007 - January 2011
AT&T November 2005 - February 2007
Skills
Series 7, Series 63, Securities, Financial Services, Investments, Banking, Equities, Finance, Portfolio Management, Retirement Planning, Series 24, Series 53, Series 66, FINRA, Mutual Funds, AML, Wealth Management
Education
University of North Carolina at Charlotte 2002 — 2004
Bachelor of Science (B.S.), Finance and Marketing
Diana Olinger's Cambridge Investment Research, Inc. Experience September 2013 - Present
Job Web Developer at Cambridge Investment Research
Industry Marketing and Advertising
Experience
Cambridge Investment Research, Inc. September 2013 - Present
Cullinan Chiropractic February 2012 - September 2013
Animal Clinic SouthSide August 2005 - February 2012
Wm Penn University February 2003 - July 2010
Indian Hills Community College September 1997 - August 2005
CUNA Mutual Group June 1990 - August 1996
First Interstate Bank August 1985 - August 1989
Skills
Microsoft SQL Server, SQL, C#, jQuery, JavaScript, CSS, Cobol, Assembly Language, CICS, Web Design, Visual Basic, COBOL, WordPress, Access, Databases, HTML, SEO, HTML5, Web Applications, Microsoft Office
Education
Drake University 2001 — 2003
Master's degree, Education, 3.9
Indian Hills Community College 1988 — 1990
Associate of Applied Science, Computer Programming, 3.85
Northeast Missouri State University 1979 — 1981
Bachelor's degree, Education, 3.25
Ottumwa Heights Community College 1975 — 1977
Associate of Arts (AA), General Studies
Cambridge Investment Research, Inc. September 2013 - Present
Cullinan Chiropractic February 2012 - September 2013
Animal Clinic SouthSide August 2005 - February 2012
Wm Penn University February 2003 - July 2010
Indian Hills Community College September 1997 - August 2005
CUNA Mutual Group June 1990 - August 1996
First Interstate Bank August 1985 - August 1989
Skills
Microsoft SQL Server, SQL, C#, jQuery, JavaScript, CSS, Cobol, Assembly Language, CICS, Web Design, Visual Basic, COBOL, WordPress, Access, Databases, HTML, SEO, HTML5, Web Applications, Microsoft Office
Education
Drake University 2001 — 2003
Master's degree, Education, 3.9
Indian Hills Community College 1988 — 1990
Associate of Applied Science, Computer Programming, 3.85
Northeast Missouri State University 1979 — 1981
Bachelor's degree, Education, 3.25
Ottumwa Heights Community College 1975 — 1977
Associate of Arts (AA), General Studies
Alexandria Collins's Cambridge Investment Research, Inc. Experience June 2015 - Present
Job Student at Iowa State University
Industry Graphic Design
Experience
Cambridge Investment Research, Inc. June 2015 - Present
Iowa State University February 2014 - December 2014
Skills
Marketing, Public Relations, Photoshop, Illustrator, InDesign, Graphic Design, Social Media, Adobe Creative Suite, Web Design, Logo Design, Branding, Editorial, Spanish
Education
Iowa State University 2012 — 2016
Bachelor of Fine Arts (B.F.A.), Graphic Design
Ottumwa High School 2008 — 2012
General Education
Cambridge Investment Research, Inc. June 2015 - Present
Iowa State University February 2014 - December 2014
Skills
Marketing, Public Relations, Photoshop, Illustrator, InDesign, Graphic Design, Social Media, Adobe Creative Suite, Web Design, Logo Design, Branding, Editorial, Spanish
Education
Iowa State University 2012 — 2016
Bachelor of Fine Arts (B.F.A.), Graphic Design
Ottumwa High School 2008 — 2012
General Education
Krystal Owen, CPA's Cambridge Investment Research, Inc. Experience 2006 - 2007
Job Accountant at Surya Financial
Industry Accounting
Experience
Surya Financial May 2007 - Present
Cambridge Investment Research, Inc. 2006 - 2007
Books Are Fun 2004 - 2006
Skills
Financial Reporting, Microsoft Excel, Financial Accounting, Auditing, Microsoft Office, Financial Analysis, Accounts Payable, Account Reconciliation, General Ledger, Internal Controls, Microsoft access, Investment accounting
Education
Iowa Wesleyan College 1999 — 2003
Bachelor of Arts (B.A.), Major 1: Accounting, Major 2: Business Economics, Magna Cum Laude
Clear Creek Amana High School 1995 — 1999
Surya Financial May 2007 - Present
Cambridge Investment Research, Inc. 2006 - 2007
Books Are Fun 2004 - 2006
Skills
Financial Reporting, Microsoft Excel, Financial Accounting, Auditing, Microsoft Office, Financial Analysis, Accounts Payable, Account Reconciliation, General Ledger, Internal Controls, Microsoft access, Investment accounting
Education
Iowa Wesleyan College 1999 — 2003
Bachelor of Arts (B.A.), Major 1: Accounting, Major 2: Business Economics, Magna Cum Laude
Clear Creek Amana High School 1995 — 1999
Brendan Jeffery's Cambridge Investment Research, Inc. Experience May 2011 - Present
Job Helping financial advisors create and build successful businesses of their own
Industry Financial Services
Experience
Focused Wealth Advisors April 2015 - Present
Cambridge Investment Research, Inc. May 2011 - Present
Encompass Advisors October 2007 - Present
Ensemble Financial Services, Inc. October 2007 - May 2011
Sage Rutty & Co., Inc November 1996 - October 2007
Skills
Securities, Mutual Funds, Retirement Planning, Equities, Financial Planning, Retirement, Financial Services, Wealth, Finance, Investments, Investment Advisory, Series 7, Asset Allocation, Financial Advisory, Wealth Management
Education
Saint Bonaventure University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance
McQuaid Jesuit High School 1987 — 1991
Focused Wealth Advisors April 2015 - Present
Cambridge Investment Research, Inc. May 2011 - Present
Encompass Advisors October 2007 - Present
Ensemble Financial Services, Inc. October 2007 - May 2011
Sage Rutty & Co., Inc November 1996 - October 2007
Skills
Securities, Mutual Funds, Retirement Planning, Equities, Financial Planning, Retirement, Financial Services, Wealth, Finance, Investments, Investment Advisory, Series 7, Asset Allocation, Financial Advisory, Wealth Management
Education
Saint Bonaventure University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance
McQuaid Jesuit High School 1987 — 1991
Ben Richey's Cambridge Investment Research, Inc. Experience November 2013 - December 2014
Job Financial Advisor at Founders Federal Credit Union
Industry Financial Services
Experience
Founders Federal Credit Union December 2014 - Present
Cambridge Investment Research, Inc. November 2013 - December 2014
Edward Jones January 2010 - November 2013
Wells Fargo Advisors April 2006 - January 2010
Skills
Retirement Planning, Investments, Wealth Management, Financial Services, Financial Planning
Education
Lander University
Bachelor’s Degree, Finance/Economics
Founders Federal Credit Union December 2014 - Present
Cambridge Investment Research, Inc. November 2013 - December 2014
Edward Jones January 2010 - November 2013
Wells Fargo Advisors April 2006 - January 2010
Skills
Retirement Planning, Investments, Wealth Management, Financial Services, Financial Planning
Education
Lander University
Bachelor’s Degree, Finance/Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY