Cambridge welcomes Adam Enter and Trent Drake to the firm. Enter joins as senior director of the Risk Assessment Team and Drake joins as director of the Client Solutions Team.
Enter brings more than 10 years of experience in the financial services industry to Cambridge, including a background in compliance, regulatory policy testing, continuous improvement, and project management. In his role, he assists with the implementation of the firm’s strategic objectives while assessing risk for Cambridge and its independent financial advisors. Prior to joining Cambridge, Enter served as the senior compliance officer at Huntington Investment Company and as the senior business systems analyst at Thrivent Financial. He earned a bachelor’s degree from the University of Wisconsin – Oshkosh and is a certified Lean Six Sigma Green Belt. Additionally, he holds the FINRA Series 6, 7, 24, 53, 63, and 66 licenses and the Chartered Financial Consultant® (ChFC®) designation.
Drake joins Cambridge with more than 15 years of experience in the financial services industry. In his role as director of Client Solutions, he assists in the planning, directing, and execution of the sales objectives and strategies for the Client Solutions Team, specifically focusing on WealthPort®, Cambridge’s comprehensive managed account experience; and CAAP®, Cambridge's asset management wrap platform. Drake’s prior professional experience includes serving as regional vice president at Pacer Financial and Transamerica, and as a wealth advisor at the University of Iowa Community Credit Union. Drake earned a bachelor’s degree from Central College and holds the FINRA Series 7, 63, and 65 licenses in addition to life and variable annuity insurance licenses.