Vice President, Transition and Acquisition Operations
erica.voreis@cir2.com | 641-200-4828

Erica Voreis joined Cambridge in 2009 and has more than 15 years of experience in the financial services industry. In her role, she works alongside Cambridge's Business Development department to lead all financial professional transition and conversion initiatives while contributing to the management of the firm's advisor acquisition strategies. Voreis earned a bachelor’s degree from Wartburg College, holds the FINRA Series 7 and 24 licenses, serves on Cambridge’s Community Engagement Committee, and is a graduate of Cambridge’s Aspiring Leaders, Leadership Development, and Embedded Leaders programs. She is also a Project Management Professional® (PMP), PMI Agile Certified Practitioner® (PMI-ACP), certified Lean Six Sigma Yellow Belt, and has earned the Registered Corporate Coach™ (RCC) and Accredited Investment Fiduciary® (AIF) designations.