FAIRFIELD, IA – February 9, 2024 — Cambridge, a financial solutions firm supporting more than 3,700 financial professionals across the country, is pleased to announce the promotion of Amanda Reineke to First Vice President of Innovation and Experience. In this role, Reineke will incorporate continuous improvement (CI) into the firm’s overall Customer Experience (CX) strategy, leveraging a wide variety of data, metrics, and analysis to design personalized and systematic solutions that enhance the overall service experience for Cambridge financial professionals and associates. Her position also involves leading ‘Voice of Customer’ listening posts, helping Cambridge capture, share, and act on feedback and insights from key stakeholders at all levels of the firm. Reineke is being elevated from her previous position as Vice President, Creative Solutions.
Reineke, who joined Cambridge in 2000 as an accountant, has made an impact in many areas of the firm. After leading Cambridge’s Accounting Team for several years, she was promoted in 2016 to Vice President of Accounting and Continuous Improvement before transferring to the firm’s Innovation and Experience division to lead the Creative Solutions Team in 2022. Reineke earned a Bachelor of Arts degree in accounting from Buena Vista University and holds the FINRA Series 7 and 99 licenses. She has completed Cambridge’s Leadership Development program and Harvard Business School’s ‘Design Thinking and Innovation’ certificate program, is a certified Lean Six Sigma Black Belt, and has earned the Registered Corporate Coach™ (RCC) designation. She is a co-chair of Cambridge’s New Century and Financial Planning Advisory Councils, and serves as chair of the firm’s Financial Professional Engagement Committee.
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.
Contact: Jeff Wulf, Senior Vice President, Cambridge: email@example.com or 800-777-6080
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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.