FAIRFIELD, IA – October 21, 2024 — Cambridge, a financial solutions firm supporting 3,800 financial professionals across the country, has promoted Sarah Berner to First Vice President, Service Experience. In this role, Berner will collaborate with leaders across the firm to enhance operating efficiency and support Cambridge’s overall service excellence vision. Berner is being elevated from her position of Vice President of Specialized Services, where she drove many robust initiatives and expanded her responsibilities by leading the firm’s Service Experience Team.

Berner joined Cambridge in 2018 and has more than 20 years of experience in the financial services industry. Throughout her career at Cambridge, she has led several teams contributing to supervision, risk mitigation, operations, trading, quality, reporting, and data integrity while developing leaders to deliver exceptional service. By helping align the Service Experience and Specialized Services Teams, she has created synergy across the teams and reinforced a holistic service strategy that delivers personalized service within both areas of expertise.

Berner received her bachelor’s degree and international business certificate from the University of Iowa. She holds the FINRA Series 7, 24, 66, and 79 licenses, as well as life, health, and annuity licenses. She is an active member of Cambridge’s Community of Women (CCW) and Operations Advisory Council, a Registered Corporate Coach (RCC™), and a certified Lean Six Sigma Yellow Belt.

About Cambridge
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. Learn more ate JoinCambridge.com.

Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080