Colleen Bell is the President of Innovation and Experience at Cambridge Investment Research, a company dedicated to providing comprehensive financial solutions for wealth management professionals. Over her 18-year career at Cambridge, Colleen has significantly contributed to the company's growth, focusing on enhancing client experiences and driving innovation in the wealth management industry. Previously starting her career at the SEC, Colleen has a passion for travel and cultural exploration...
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Colleen Bell is the President of Innovation and Experience at Cambridge Investment Research, a company dedicated to providing comprehensive financial solutions for wealth management professionals. Over her 18-year career at Cambridge, Colleen has significantly contributed to the company's growth, focusing on enhancing client experiences and driving innovation in the wealth management industry. Previously starting her career at the SEC, Colleen has a passion for travel and cultural exploration...
Beacon Flash: Tips on Cybersecurity from a Tech Enthusiast - A Conversation with Geoff Moore, Valmark Financial Group
Beacon Flash
24 minutes
2 years ago
Beacon Flash: Tips on Cybersecurity from a Tech Enthusiast - A Conversation with Geoff Moore, Valmark Financial Group
Cybersecurity can keep us up at night. It’s always a major concern for advisors, even when you feel like you’ve done everything right to the best of your ability. It can feel like a never-ending battle. FINRA keeps the pressure on advisors to uphold the most rigorous cybersecurity protocols, but it isn’t just them. From your firm to your clients, everyone is hyper-focused on ensuring private financial data is always secure. Fortunately for advisors, there are people like Geoff Moore. As Chief...
Beacon Flash
Colleen Bell is the President of Innovation and Experience at Cambridge Investment Research, a company dedicated to providing comprehensive financial solutions for wealth management professionals. Over her 18-year career at Cambridge, Colleen has significantly contributed to the company's growth, focusing on enhancing client experiences and driving innovation in the wealth management industry. Previously starting her career at the SEC, Colleen has a passion for travel and cultural exploration...
