Cambridge has promoted Lizzie Warner to assistant vice president of Business Development. In this role, she oversees the Transition and Strategic Projects Teams and provides collaborative oversight for Cambridge’s recruiting efforts. Additionally, Warner continues to provide guidance and support to Jordan Creek Financial Solutions, an enterprise organization with Cambridge.
Warner joined Cambridge in 2010 and has more than 10 years of experience in the financial services industry. Prior to joining the firm’s Business Development Department, Warner served in a number of leadership roles across the Operations and Fiduciary Services Departments. In her most recent role as senior director of Business Development, Warner led the Transition Team where she played a key role in streamlining many internal procedures and assisted in the implementation of Docupace, a third party solution that simplifies the onboarding process for new advisors.
Warner holds the FINRA Series 7, 24, 53, and 66 licenses and has successfully completed Cambridge’s Aspiring Leaders and Leadership Development Programs. Additionally, she is a certified Lean Six Sigma Green Belt, and has earned the Registered Corporate Coach (RCC™) and Accredited Investment Fiduciary (AIF®) designations.
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.