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Mt. Pleasant News   Wash Journal
Neighbors Growing Together | Dec 16, 2017
BUSINESS

Cambridge names Wick as assistant vice president of Client Solutions

Sep 18, 2017

Cambridge has named Jeff Wick assistant vice president of Cambridge’s Client Solutions Team.

In this role, Wick’s main responsibilities include planning, directing, and executing the sales objectives and strategies for Client Solutions, specifically focusing on Wealthport, Cambridge’s comprehensive managed account experience.

Wick joins the Client Solutions Team with nearly 20 years of experience in sales, operations, and relationship management within the financial services industry. He directed the client relationship management efforts for Cambridge’s acquisition and succession solutions since 2015, with previous experience at Prudential Financial, Van Kampen Investments, Federated Securities Corporation, Wells Fargo Investments, US BanCorp Investments, and Feltl and Company.

He earned a Bachelor of Arts degree in communications studies and political science from the University of Iowa and holds the FINRA Series 7, 9, 10, and 66 licenses, along with Life and Health insurance licenses.

 

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