Cambridge Investment Research Hires Bill Robertson as Senior Director of Retirement Plans
Position
Vice President
Company
Cambridge Investment Research
FairfieldFinancial ServicesFinanceEmployee BenefitsLendingDescription
Bill Robertson has been hired as the senior director of retirement plans at Cambridge Investment Research. He will be a key asset to the client solutions team, supporting financial professionals as they grow and enhance client portfolios with qualified company retirement plans.
Quick answer
Cambridge Investment Research Hires Bill Robertson as Senior Director of Retirement Plans (July 12, 2024). Cambridge Investment Research is based in Fairfield, Iowa, United States.
- What did Cambridge Investment Research announce on July 12, 2024?
- Bill Robertson has been hired as the senior director of retirement plans at Cambridge Investment Research. He will be a key asset to the client solutions team, supporting financial professionals as they grow and enhance client portfolios with qualified company retirement plans.
- What does Cambridge Investment Research do?
- Cambridge Investment Research is a firm specializing in providing retirement plans solutions for financial professionals and clients.
- Where is Cambridge Investment Research based?
- Cambridge Investment Research is based in Fairfield, Iowa, United States.
- Which similar companies made leadership changes around the same time?
- Capital Bancorp (July 12, 2024), Trust Bank (July 13, 2024), MUFG Bank (July 12, 2024) and Freedom Holding Corp (July 11, 2024) also announced leadership changes within 45 days of Cambridge Investment Research.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Finance
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- Capital Bank Names Dominic C. Canuso, CFA as Chief Financial Officer (July 12, 2024)
- Trust Bank Appoints Ahsan Zaman Chowdhury as Managing Director (July 13, 2024)
- MUFG Bank Appoints Benjamin Lam as Deputy President for MUFG Bank China (July 12, 2024)
- Freedom Bank Hires Jeffrey Aleshire as Senior Vice President and Commercial Real Estate Practice Leader (July 11, 2024)
- Cenlar FSB Appoints Leslie Peeler as Executive Vice President and Chief Operating Officer (July 11, 2024)
- Provident Bank Appoints Vik Venkataraman as Senior Relationship Manager for Middle-Market Healthcare Services (July 11, 2024)
Who to call at Cambridge Investment Research, and when
A new leader at Cambridge Investment Research brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day Cambridge Investment Research raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Cambridge Investment Research, from your own LinkedIn network
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Fundz sees it the moment Cambridge Investment Research changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
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Cambridge Investment Research changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.
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