FAIRFIELD, IA – June 14, 2023 — Cambridge has promoted Ashley Poole to Vice President of Accounting. In this role, Poole works with Cambridge leaders and business partners to drive overall company success while developing strategic initiatives that improve overall service standards and align with Cambridge’s strategic mission, values, and firm-level goals. Among many duties, she will help oversee all operational aspects of the Accounting and Financial Reporting Teams while actively contributing to the formulation and implementation of the department’s strategic objectives and tactical initiatives.
Poole joined Cambridge in 2008 as an Accounting Specialist and has over 15 years of experience in the financial services industry. She has previously served in high-level leadership positions including Director of Commissions, Senior Director of Commissions, Assistant Vice President of Compensation (managing fee billing and commissions), and in January 2023 began overseeing the firm’s Financial Reporting Team.
Poole holds the FINRA Series 7 license, is a graduate of Cambridge’s Embedded Leaders and Aspiring Leaders programs, and completed the Cambridge Client Service Excellence (CCSE) certification training. She has also earned the Registered Corporate Coach™ (RCC) designation and is a certified Lean Six Sigma Green Belt.
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: firstname.lastname@example.org or 800-777-6080
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.
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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.