FAIRFIELD, IA – April 17, 2018 – Cambridge is pleased to announce Nick Dodson has been promoted to senior director of Fee Billing and Processing Services. In this role, Dodson provides strategic oversight for the Fee Billing and Processing Services Team while assisting with the development and implementation of platform changes to increase satisfaction among Cambridge’s independent financial advisors.
Dodson joined Cambridge in 2013 as an associate director of Fee Billing and Processing Services where he supervised advisor compensation for fee-based advisory accounts. He played a key role in implementing levelized fees and establishing the pricing structure for WealthPort®, Cambridge’s comprehensive managed account experience. Prior to joining Cambridge, Dodson served as a financial analyst for HNI Corporation.
Dodson earned a Bachelor of Science degree in accounting and finance from Iowa State University. He is a certified Lean Six Sigma Green Belt and successfully completed Cambridge’s Continuous Improvement Embedded Leaders program. Additionally he holds the FINRA Series 7 and 24 licenses.
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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