Cameron Becker

Cameron Becker has a diverse background in the financial services industry with a focus on investment advising and relationship management. He has seven years of professional financial service experience and holds multiple licenses, including the FINRA Series 7, 63, 65, and NAIC life & health insurance licenses. Cameron has held positions with several of the largest financial institutions in the United States including Vanguard, Bank of America Merrill Lynch, Charles Schwab, Wells Fargo and Empower.



His specific investment management knowledge pertains to financial markets, insurance, global economics, compliance, regulations and laws. He is an agile, flexible learner, who possesses attention to detail, organization, time management, and collaborating well with others. Cameron embraces organizational and technical changes as business needs demand. Cameron also has experience in leadership, presentations, demonstrations, group engagement, branding, and mentorship. He is a strong candidate for roles in management or team leadership.



The business software applications he is most familiar with include Microsoft 365 Office, Salesforce, Cirrus, Chatter, Workday, Thomson Reuters, Bloomberg, MoneyGuide Pro, and eMoney Advisor. The web development, digital marketing and analytics tools Cameron has learned include Wordpress CMS, Google business applications such as Google Analytics and Google Ads Manager Accounts, LinkedIn Ads, Meta Business Suite, Cloudflare, AWS cloud practitioner, KInsta, LiveChat automated messaging system, and other online software applications and tools leveraged for developing a successful web design platform, online marketing strategy, analysis of client interactions and satisfaction, retention program and related web presence best practices.