The Cambridge Financial Center
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The Cambridge Financial Center Employees
Employee
Years
Job
Industry
Chelsea Chadwick Chelsea Chadwick's The Cambridge Financial Center Experience January 2010 - Present
Job Therapeutic Recreation Management Student at Brigham Young University
Industry
Experience
The Cambridge Financial Center January 2010 - Present
The Missionary Training Center - Provo April 2012 - November 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Teamwork, Community Outreach, Teaching, Time Management, Leadership, Mental Health
Education
Brigham Young University 2010 — 2014
Bachelor of Science (BS), Therapeutic Recreation/Recreational Therapy
The Cambridge Financial Center January 2010 - Present
The Missionary Training Center - Provo April 2012 - November 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Teamwork, Community Outreach, Teaching, Time Management, Leadership, Mental Health
Education
Brigham Young University 2010 — 2014
Bachelor of Science (BS), Therapeutic Recreation/Recreational Therapy
John A. Brinkerhoff, MSFS, CFP®, ChFC®, RICP® John A. Brinkerhoff, MSFS, CFP®, ChFC®, RICP®'s The Cambridge Financial Center Experience July 2010 - April 2011
Job CERTIFIED FINANCIAL PLANNER(TM) practicing professional
Industry Financial Services
Experience
Centaurus Financial, Inc.® August 2015 - Present
University of Utah November 2009 - Present
The Horace Mann Companies April 2011 - July 2015
University of Utah October 2010 - April 2011
The Cambridge Financial Center July 2010 - April 2011
AXA EQUITABLE September 2007 - June 2010
Allstate Insurance Company and AFS, LLC May 2003 - September 2007
AEGON, U.S.A. October 1999 - May 2003
Education
University of Pennsylvania - The Wharton School 2008 — 2008
RPS Certificate, Comprehensive Retirement Planning
The American College 2003 — 2007
Master of Science of Financial Services (MSFS), Financial Services
Brigham Young University 1998 — 2001
Bachelor of Arts, History
Granite High School 1993 — 1995
Diploma, General Studies
Centaurus Financial, Inc.® August 2015 - Present
University of Utah November 2009 - Present
The Horace Mann Companies April 2011 - July 2015
University of Utah October 2010 - April 2011
The Cambridge Financial Center July 2010 - April 2011
AXA EQUITABLE September 2007 - June 2010
Allstate Insurance Company and AFS, LLC May 2003 - September 2007
AEGON, U.S.A. October 1999 - May 2003
Education
University of Pennsylvania - The Wharton School 2008 — 2008
RPS Certificate, Comprehensive Retirement Planning
The American College 2003 — 2007
Master of Science of Financial Services (MSFS), Financial Services
Brigham Young University 1998 — 2001
Bachelor of Arts, History
Granite High School 1993 — 1995
Diploma, General Studies
Bryce Herman Bryce Herman's The Cambridge Financial Center Experience May 2015 - Present
Job Financial Advisor at The Cambridge Financial Center
Industry Retail
Experience
The Cambridge Financial Center May 2015 - Present
Tuani January 2014 - Present
Missionary Training Center September 2013 - April 2015
ChatAds 2014 - 2014
Missionary Training Center September 2012 - February 2013
Academy for Creating Enterprise September 2010 - February 2011
Skills
Teaching, Spanish, Research, Public Speaking, Project Management, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Leadership, Data Analysis, Event Planning, Nonprofits, Customer Service
Education
Brigham Young University 2009 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Orem High School 2004 — 2007
The Cambridge Financial Center May 2015 - Present
Tuani January 2014 - Present
Missionary Training Center September 2013 - April 2015
ChatAds 2014 - 2014
Missionary Training Center September 2012 - February 2013
Academy for Creating Enterprise September 2010 - February 2011
Skills
Teaching, Spanish, Research, Public Speaking, Project Management, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Leadership, Data Analysis, Event Planning, Nonprofits, Customer Service
Education
Brigham Young University 2009 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies
Orem High School 2004 — 2007
Jesse Sitterud's The Cambridge Financial Center Experience July 2010 - March 2012
Job Owner at Sitterud Insurance Solutions
Industry Financial Services
Experience
Sitterud Insurance Solutions March 2012 - Present
The Cambridge Financial Center July 2010 - March 2012
Beneficial Financial Group 2006 - 2009
LDS Church January 2005 - April 2006
Nielson Construction April 2005 - August 2005
Skills
Retirement Planning, Retirement, Life Insurance, Insurance, Sales, Leadership, Public Speaking, Employee Benefits, New Business Development, Account Management, Small Business, Finance, Management Consulting, Investments, Strategic Financial..., Strategic Planning, Estate Planning, Risk Management, Wealth Management, Financial Services, Business Planning, Disability Insurance, Customer Service, Management, Team Building, Sales Management, Marketing
Education
Brigham Young University 2005 — 2007
BA, Russian
Sitterud Insurance Solutions March 2012 - Present
The Cambridge Financial Center July 2010 - March 2012
Beneficial Financial Group 2006 - 2009
LDS Church January 2005 - April 2006
Nielson Construction April 2005 - August 2005
Skills
Retirement Planning, Retirement, Life Insurance, Insurance, Sales, Leadership, Public Speaking, Employee Benefits, New Business Development, Account Management, Small Business, Finance, Management Consulting, Investments, Strategic Financial..., Strategic Planning, Estate Planning, Risk Management, Wealth Management, Financial Services, Business Planning, Disability Insurance, Customer Service, Management, Team Building, Sales Management, Marketing
Education
Brigham Young University 2005 — 2007
BA, Russian
J Bryan Washburn's The Cambridge Financial Center Experience 2004 - 2015
Job Financial Advisor
Industry Financial Services
Experience
The Cambridge Financial Center 2004 - 2015
Penn Mutual 2004 - 2015
New England Financial 2003 - 2004
Principal Financial Group March 1997 - April 2003
New York Life Insurance Company 1992 - 1997
New York Life Insurance Company 1988 - 1992
Skills
Management, Strategic Planning, Leadership, Customer Service, Insurance, Team Building, Retirement Planning, Finance, Public Speaking, Investments
Education
University of Phoenix
Business Management
University of Utah
The Cambridge Financial Center 2004 - 2015
Penn Mutual 2004 - 2015
New England Financial 2003 - 2004
Principal Financial Group March 1997 - April 2003
New York Life Insurance Company 1992 - 1997
New York Life Insurance Company 1988 - 1992
Skills
Management, Strategic Planning, Leadership, Customer Service, Insurance, Team Building, Retirement Planning, Finance, Public Speaking, Investments
Education
University of Phoenix
Business Management
University of Utah
Jon Wardenburg Jon Wardenburg's The Cambridge Financial Center Experience July 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
The Cambridge Financial Center July 2012 - Present
Genworth Financial February 2014 - February 2015
Marketecture April 2013 - December 2013
Strategic Financial Partners March 2011 - July 2012
Skills
Wealth Management, Wealth Accumulation, Financial Planning, Wealth Preservation, Retirement, Wealth, Series 7, Investments, Asset Management, Retirement Planning, Life Insurance, Fixed Annuities, Financial Services, Finance, Long Term Care Insurance, Long-term Care
Education
Utah Valley University 2009 — 2011
Business Management, Entrepreneurship
Brigham Young University 2007 — 2009
General Education
The Cambridge Financial Center July 2012 - Present
Genworth Financial February 2014 - February 2015
Marketecture April 2013 - December 2013
Strategic Financial Partners March 2011 - July 2012
Skills
Wealth Management, Wealth Accumulation, Financial Planning, Wealth Preservation, Retirement, Wealth, Series 7, Investments, Asset Management, Retirement Planning, Life Insurance, Fixed Annuities, Financial Services, Finance, Long Term Care Insurance, Long-term Care
Education
Utah Valley University 2009 — 2011
Business Management, Entrepreneurship
Brigham Young University 2007 — 2009
General Education
Nick Fairclough Nick Fairclough's The Cambridge Financial Center Experience March 2008 - July 2010
Job Quality Assurance Director
Industry Financial Services
Experience
Blink Software Solutions December 2013 - Present
Morgan Stanley Wealth Management December 2012 - August 2013
CafeNow August 2010 - December 2012
The Cambridge Financial Center March 2008 - July 2010
FranklinCovey July 2006 - September 2007
Utah Jazz NBA June 1994 - May 2004
Skills
Sports, Business Development, Microsoft Excel, Investments, Public Relations, Sales Management, Team Building, Microsoft Word, Microsoft Office, Fixed Annuities, Team Leadership, PowerPoint
Education
University of Utah 2005 — 2007
Bachelor of Science (BS), Organizational Communications
Salt Lake Community College 2003 — 2005
Associate's degree, Organizational Communication, General
Blink Software Solutions December 2013 - Present
Morgan Stanley Wealth Management December 2012 - August 2013
CafeNow August 2010 - December 2012
The Cambridge Financial Center March 2008 - July 2010
FranklinCovey July 2006 - September 2007
Utah Jazz NBA June 1994 - May 2004
Skills
Sports, Business Development, Microsoft Excel, Investments, Public Relations, Sales Management, Team Building, Microsoft Word, Microsoft Office, Fixed Annuities, Team Leadership, PowerPoint
Education
University of Utah 2005 — 2007
Bachelor of Science (BS), Organizational Communications
Salt Lake Community College 2003 — 2005
Associate's degree, Organizational Communication, General
Brian Larsen's The Cambridge Financial Center Experience June 2010 - May 2011
Job Financial Analyst at Genesys
Industry Telecommunications
Experience
Genesys April 2015 - Present
USAA September 2014 - January 2015
Fidelity Investments May 2011 - August 2014
The Cambridge Financial Center June 2010 - May 2011
Merrill Financial Associates February 2008 - July 2009
The Corporation of The President September 2006 - May 2007
Skills
Finance, Investments, Portfolio Management, Analysis, Financial Analysis, Forecasting, Financial Modeling, Microsoft Excel, NetSuite, Salesforce.com, Open Air, Data Analysis, Leadership, Team Leadership, Operations Management, Lean Thinking, Process Improvement, Focused Execution, Financial Services, Competitive, Public Speaking, Microsoft Office
Education
Utah State University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University 2007 — 2009
Bachelors, Finance
Genesys April 2015 - Present
USAA September 2014 - January 2015
Fidelity Investments May 2011 - August 2014
The Cambridge Financial Center June 2010 - May 2011
Merrill Financial Associates February 2008 - July 2009
The Corporation of The President September 2006 - May 2007
Skills
Finance, Investments, Portfolio Management, Analysis, Financial Analysis, Forecasting, Financial Modeling, Microsoft Excel, NetSuite, Salesforce.com, Open Air, Data Analysis, Leadership, Team Leadership, Operations Management, Lean Thinking, Process Improvement, Focused Execution, Financial Services, Competitive, Public Speaking, Microsoft Office
Education
Utah State University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Brigham Young University 2007 — 2009
Bachelors, Finance
James Threet's The Cambridge Financial Center Experience June 2013 - December 2013
Job Pharmacy Technician
Industry Hospital & Health Care
Experience
Albertsons August 2012 - Present
The Cambridge Financial Center June 2013 - December 2013
Domino's Pizza April 2008 - January 2012
Skills
Microsoft Office, Life Insurance, Financial Services, Strategic Financial..., Retirement Planning, Qualified Retirement..., Employee Benefits, Health Insurance, Long Term Care Insurance, Disability Insurance, IRAs, 401k, 401k Rollovers, Leadership, Marketing, Insurance, Recruiting, Sales
Education
Southern Utah University 1996 — 2001
Bachelor's degree, Sociology
DXATC 2012 — 2012
Pharmacy Tech
Albertsons August 2012 - Present
The Cambridge Financial Center June 2013 - December 2013
Domino's Pizza April 2008 - January 2012
Skills
Microsoft Office, Life Insurance, Financial Services, Strategic Financial..., Retirement Planning, Qualified Retirement..., Employee Benefits, Health Insurance, Long Term Care Insurance, Disability Insurance, IRAs, 401k, 401k Rollovers, Leadership, Marketing, Insurance, Recruiting, Sales
Education
Southern Utah University 1996 — 2001
Bachelor's degree, Sociology
DXATC 2012 — 2012
Pharmacy Tech
Timothy Layton's The Cambridge Financial Center Experience June 2008 - April 2009
Job Iconography Inc.
Industry Design
Experience
Iconography Inc. April 2009 - Present
The Cambridge Financial Center June 2008 - April 2009
Allegiance, Inc. June 2007 - January 2008
Nuance Communications 2005 - 2005
Skills
New Business Development, Customer Experience, Lead Generation, Leadership, SaaS, Business Development, Training, Strategic Planning, Sales, Sales Management, Salesforce.com, Strategic Partnerships, Start-ups, CRM, Entrepreneurship
Education
Brigham Young University 2001 — 2007
Economics, Business
Iconography Inc. April 2009 - Present
The Cambridge Financial Center June 2008 - April 2009
Allegiance, Inc. June 2007 - January 2008
Nuance Communications 2005 - 2005
Skills
New Business Development, Customer Experience, Lead Generation, Leadership, SaaS, Business Development, Training, Strategic Planning, Sales, Sales Management, Salesforce.com, Strategic Partnerships, Start-ups, CRM, Entrepreneurship
Education
Brigham Young University 2001 — 2007
Economics, Business
Martin Boonkham's The Cambridge Financial Center Experience August 2010 - September 2011
Job IT Field Technician at Canyons School District
Industry Information Technology and Services
Experience
Canyons School District April 2012 - Present
The Cambridge Financial Center August 2010 - September 2011
QA3 Financial December 2008 - November 2009
Ameriprise Financial December 2005 - September 2008
US Investigations Service Inc June 2000 - July 2001
Specialty Eye Care Centre July 1999 - May 2000
Columbia Missouri Police Department January 1998 - May 1999
Skills
Executive Protection
Education
Counter Terrorism Institute of America (UT) 2011 — 2011
Certified Dignitary Protection Operator (CDPO), Executive Protection
Seattle University School of Law 2002 — 2005
Juris Doctor, LAW
Law Enforcement Training Institute - University of MO - Columbia 1998 — 1998
POST Certification
Truman State University 1991 — 1997
B.S., Biology, Criminal Justice
Parkway Central 1987 — 1991
High School Diploma
Canyons School District April 2012 - Present
The Cambridge Financial Center August 2010 - September 2011
QA3 Financial December 2008 - November 2009
Ameriprise Financial December 2005 - September 2008
US Investigations Service Inc June 2000 - July 2001
Specialty Eye Care Centre July 1999 - May 2000
Columbia Missouri Police Department January 1998 - May 1999
Skills
Executive Protection
Education
Counter Terrorism Institute of America (UT) 2011 — 2011
Certified Dignitary Protection Operator (CDPO), Executive Protection
Seattle University School of Law 2002 — 2005
Juris Doctor, LAW
Law Enforcement Training Institute - University of MO - Columbia 1998 — 1998
POST Certification
Truman State University 1991 — 1997
B.S., Biology, Criminal Justice
Parkway Central 1987 — 1991
High School Diploma
Joshua Toone's The Cambridge Financial Center Experience March 2015 - Present
Job Financial Professional at Cambridge Financial Center
Industry Financial Services
Experience
The Cambridge Financial Center March 2015 - Present
Custom Mechanical Design October 2011 - February 2015
The Cambridge Financial Center 2015 - 2015
The Cambridge Financial Center 2015 - 2015
The Cambridge Financial Center 2015 - 2015
Zions Bank November 2010 - October 2011
Toone Stainless April 2003 - November 2010
Education
Ashford University 2013 — 2014
Bachelor of Arts (B.A.), Finance, General
Salt Lake Community College
Associate's degree, generals
The Cambridge Financial Center March 2015 - Present
Custom Mechanical Design October 2011 - February 2015
The Cambridge Financial Center 2015 - 2015
The Cambridge Financial Center 2015 - 2015
The Cambridge Financial Center 2015 - 2015
Zions Bank November 2010 - October 2011
Toone Stainless April 2003 - November 2010
Education
Ashford University 2013 — 2014
Bachelor of Arts (B.A.), Finance, General
Salt Lake Community College
Associate's degree, generals
Chad Shipp's The Cambridge Financial Center Experience October 2009 - December 2011
Job Controller at Barney Trucking Inc.
Industry Accounting
Experience
Barney Trucking Inc. May 2014 - Present
Piercy Bowler Taylor & Kern, CPAs January 2012 - May 2014
Southern Utah University January 2011 - August 2012
The Cambridge Financial Center October 2009 - December 2011
Vantage Financial Solutions, LLC May 2006 - October 2009
Skills
Strategic Financial..., Insurance, Employee Benefits, Fixed Annuities, Finance, Financial Modeling, Life Insurance, Small Business, Accounting, Health Insurance, Auditing
Education
Southern Utah University 2003 — 2006
B.S., Finance
Barney Trucking Inc. May 2014 - Present
Piercy Bowler Taylor & Kern, CPAs January 2012 - May 2014
Southern Utah University January 2011 - August 2012
The Cambridge Financial Center October 2009 - December 2011
Vantage Financial Solutions, LLC May 2006 - October 2009
Skills
Strategic Financial..., Insurance, Employee Benefits, Fixed Annuities, Finance, Financial Modeling, Life Insurance, Small Business, Accounting, Health Insurance, Auditing
Education
Southern Utah University 2003 — 2006
B.S., Finance
Casey Anne Waud's The Cambridge Financial Center Experience February 2014 - January 2015
Job Writer
Industry Writing and Editing
Experience
The Cambridge Financial Center February 2014 - January 2015
Hobby Lobby November 2012 - February 2014
Southern Virginia University 2009 - 2012
Little Caesars 2007 - 2009
Skills
Writing, Editing, Customer Service, Cash Register, Creative Writing, Research, Time Management, PowerPoint, Event Planning, Public Speaking, Microsoft Word, Teamwork, Microsoft Office, Social Media, Data Entry, Microsoft Excel, Social Networking
Education
Southern Virginia University 2009 — 2012
Bachelor of Arts, English
Bradford Area High School 2006 — 2009
The Cambridge Financial Center February 2014 - January 2015
Hobby Lobby November 2012 - February 2014
Southern Virginia University 2009 - 2012
Little Caesars 2007 - 2009
Skills
Writing, Editing, Customer Service, Cash Register, Creative Writing, Research, Time Management, PowerPoint, Event Planning, Public Speaking, Microsoft Word, Teamwork, Microsoft Office, Social Media, Data Entry, Microsoft Excel, Social Networking
Education
Southern Virginia University 2009 — 2012
Bachelor of Arts, English
Bradford Area High School 2006 — 2009
Tyler Whittaker's The Cambridge Financial Center Experience August 2015 - Present
Job Financial Advocate with Cambridge Financial Center
Industry Financial Services
Experience
The Cambridge Financial Center August 2015 - Present
Living Scriptures May 2013 - July 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Management, PowerPoint, Social Media, Marketing, Strategic Planning, Public Speaking, Teamwork, Time Management, Retail, Team Leadership, Team Building, Research, Budgets, Sales, Inventory Management, Customer Satisfaction, Account Management, Sales Management, Retail Sales, Sales Operations, Direct Sales, Social Networking, Customer Retention, Customer Experience, Training, Social Media Marketing, Cold Calling, Facebook, Coaching, Data Entry, Photoshop
Education
Southern Utah University 2012 — 2016
Bachlors of Arts Finance, Finance, Investments, CFP
Brigham Young University 2012 — 2012
Minor of Spanish, Spanish
The Cambridge Financial Center August 2015 - Present
Living Scriptures May 2013 - July 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Management, PowerPoint, Social Media, Marketing, Strategic Planning, Public Speaking, Teamwork, Time Management, Retail, Team Leadership, Team Building, Research, Budgets, Sales, Inventory Management, Customer Satisfaction, Account Management, Sales Management, Retail Sales, Sales Operations, Direct Sales, Social Networking, Customer Retention, Customer Experience, Training, Social Media Marketing, Cold Calling, Facebook, Coaching, Data Entry, Photoshop
Education
Southern Utah University 2012 — 2016
Bachlors of Arts Finance, Finance, Investments, CFP
Brigham Young University 2012 — 2012
Minor of Spanish, Spanish