John Dillon

Client Service Representative

John Dillon

Client Service Representative

John Dillon_Client Service Representative_2

Roles & Responsibilities:

John currently serves as a Client Service Representative within the Cambridge Wealth Strategies Practice Group. In his role, John is responsible for handling Account and Policy summaries and updates; assisting clients with account related issues and questions; and providing general account support and assistance to the Wealth Strategies Practice Group.

In addition, John provides external sales activity support designed to assist advisors in identifying and cultivating strategic relationships to drive revenue.

CCG Team Member Since: May 2017

Education and Certifications:

  • Michigan State University, Bachelor of Economics
  • FINRA Series 7 and 66 Registrations
  • Licensed Life, Accident and Health Insurance – MI
  • Licensed in Variable Life and Annuities – MI

Personal Interests: John enjoys spending time with family and friends; playing golf, hockey and rooting for Detroit sports teams.

Contact:
jdillon@cambridge-cg.com