FAIRFIELD, IA – January 18, 2018 – Cambridge is pleased to announce Stacey Swisher has been promoted to director of Technology Services. In this role, she is responsible for leading teams of subject matter experts who deliver leading business technology solutions for Cambridge and its independent financial advisors.
Swisher joined Cambridge in 2013 with nearly 20 years of experience in technology services. Her prior experience includes roles at Caterpillar Logistics Services, Great River Health Systems, and Genesis Health Systems. As director, she oversees the ongoing customer service and key support functions for a number of information system applications, as well as developing and maintaining department policies and procedures.
Swisher earned a Bachelor of Business degree in management information systems from Western Illinois University. She has also successfully completed Cambridge’s Continuous Improvement Embedded Leaders program, earned the Registered Corporate Coach™ (RCC™) designation, and is a certified Lean Six Sigma Green Belt. Additionally, she is a certified ScrumMaster® and is certified by the Information Technology Infrastructure Library® (ITIL®) foundation, with a focus on IT Service Management.
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment adviser as well as an industry leading independent broker-dealer. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: advisor solutions for both asset management and financial planning with portfolio overlay management, platform choices comprised of a corporate RIA or independent RIA for dual registration or fee-only business models, multiple options for both qualified and non-qualified – direct or brokerage, fee or commissionable IRAs, multiple clearing and custodial platforms, a full spectrum of middle office services designed for solo/ensembles, branches, and super branches, succession and acquisition financial lending plus business technology expertise, outsource services centered on independent advisor firms, including business consulting, client marketing, and office assistance, as well as insurance services. 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. Overall, Cambridge supports over 3,000 independent financial professionals nationwide who serve their thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own.
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