FAIRFIELD, IA – November 30, 2021 – Cambridge has promoted Kristy Quinn to Vice President of Operations. In this role, Quinn works with Cambridge’s leaders and business partners to drive optimal operating efficiency while supporting the firm’s service vision. Quinn has oversight of Cambridge’s operating business units, providing strategic direction while supporting engagement and growth across the firm.
Joining Cambridge in 1997, Quinn has over 20 years of experience in the financial services industry. She has led various teams, with continued focus around enhancing Cambridge’s service models for its more than 3,800 financial professionals. Quinn has facilitated a number of advisory councils, working with independent financial professionals and business owners to identify and implement areas of development within the operations side of the business. She was instrumental in the formation of Cambridge’s survey and feedback initiatives, working with all service teams to gather feedback from financial professionals and implement action based on their evolving needs.
Quinn is an active member of the Service Leadership Committee, and a graduate of the Cambridge Leadership Development Program. She has held various leadership positions within Cambridge’s functional committees and on the Cambridge Foundation Board. Quinn is a certified Lean Six Sigma Green Belt, Registered Corporate Coach™ (RCC), and holds Series 7, 24, and 66 licenses.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country. Cambridge is a multi-year honoree as a top workplace1 and broker-dealer2 of the year.
Contact: Jeff Wulf, Senior Vice President, Cambridge: firstname.lastname@example.org or 800-777-6080
1The Top Workplace in Iowa, 2021 – 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.
2Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly owned subsidiaries of Cambridge Investment Group, Inc.