Cam McElhany Email & Phone Number
Vice President of Gift and Estate Design @ Orchard Alliance
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Cam McElhany Location
- Colorado Springs, CO, US
Cam McElhany Work
- 2024 -now Vice President of Gift and Estate Design @
- 2023 -now AVP of Gift and Estate Design Services @
- 2018 -now Gift and Estate Design Consultant at Orchard Alliance @
- 2015 -2018 High Net Worth Service Specialist @
- 2014 -2015 Financial Advisor @ JP Turner & Company, LLC
- 2012 -2014 Financial Advisor @
- 2005 -2013 Affiliate Staff and Teams Director @ Athletes in Action Wrestling
- 2009 -2012 Registered Representative @ New York Life
- 2005 -2009 International Teams Coordinator @ Athletes in Action Wrestling
- 1996 -2005 Campus Ministries Director @ Campus Crusade for Christ
Cam McElhany Education
- American Institute of Philanthropic Studies
Certified Specialis in Planned Giving (Planned Giving and Philanthropy)
2023-2024 - Minnesota State University, Mankato
BS (Education)
1988-1990 - University of MN Morris
(Health and Physical Education)
1985-1988 - The American College of Financial Services
Accredited Estate Planner (Estate Planning)
2024 - Crescendo Gift College
- Watertown High School
Cam McElhany Skills
- Helping donors transfer assets in tax favorable ways
- Developing non profit planned giving programs
- coaching youth wrestling
- Planned Giving
- Non-profits
- Coaching
- Fixed Annuities
- Program Management
- Long-term Care
- Retirement Planning
- Estate Planning
- Fundraising
- Public Speaking
- Insurance
- Strategic Financial Planning
- Leadership Development
- Life Insurance
- Finance
- Mutual Funds
- Small Business
- Training
- Retirement
- Long Term Care Insurance
- Nonprofits
- IRAs
- Financial Advisory
- Employee Benefits
- Team Building
- Recruiting
- Wealth Management
- Investments
- Financial Planning
- Financial Services
- Long Term Care
- Non Profits
Cam McElhany Summary
- Cam McElhany, based in Colorado Springs, CO, US, is currently a Vice President of Gift and Estate Design at Orchard Alliance. Cam McElhany brings experience from previous roles at Orchard Alliance, T. Rowe Price and JP Turner & Company, LLC. Cam McElhany holds a 2023 - 2024 Certified Specialis in Planned Giving in Planned Giving and Philanthropy @ American Institute of Philanthropic Studies. With a robust skill set that includes Helping donors transfer assets in tax favorable ways, Developing non profit planned giving programs, coaching youth wrestling, Planned Giving, Non-profits and more. Cam McElhany has 2 emails and 1 mobile phone numbers on RocketReach.
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