FAIRFIELD, IA – April 24, 2018 – Cambridge is pleased to announce Michael Koch was promoted to senior director of the Project Management Team. In this role, Koch will be responsible for leading strategic organizational initiatives and supporting business process improvements for Cambridge. He will also provide guidance to Cambridge’s corporate project management strategy and act as a personnel leader and mentor to the Project Management Team.
Koch Joined Cambridge in 2012 and has led a variety of significant initiatives, including several revenue generating Cambridge Source offerings as well as an initiative to automate data from sponsor companies that yielded a significant reduction in forecasted expenses. Prior to Cambridge, his experience included roles within high-volume, fast-paced environments for a variety of both startup and global corporations.
Koch earned a Bachelor of Business Administration in operations analysis from the University of Toledo and holds the FINRA Series 7 license. He also earned the Registered Corporate Coach™ (RCC™) designation.
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: advice solutions, technology solutions, platform choice and business structure solutions, consulting solutions, and outsourcing solutions. 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 privately-controlled independent broker-dealers in the country.
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