Fairfield Ledger
https://fairfield-ia.villagesoup.com/p/1699996

Mt. Pleasant News   Wash Journal
Neighbors Growing Together | Nov 17, 2017
BUSINESS BRIEFS

Cambridge promotes Kevin Manz to first vice president of operations

Oct 30, 2017

Cambridge announces Kevin Manz has been promoted to first vice president of Operations.

In this role, Manz provides senior leadership for the Brokerage Operations and Partner Support teams, with a focus on operational service excellence initiatives to meet the evolving needs of Cambridge’s independent financial advisers.

“Kevin’s significant contributions through continuous improvement and workflow integration have been critical in our overall efforts to continually deliver a customizable adviser and investor experience combined with superior quality,” said President and CEO Amy Webber. “As the industry continues to change, we are committed to providing excellent service by fulfilling our purpose of making a difference in the lives of our advisers, their clients, and our associates, and Kevin will continue to play a key role in those efforts.”

Manz joined Cambridge in 2015 with more than 15 years of experience in the financial services industry, including back office leadership roles in operations with Cetera Financial Group, Broker Dealer Financial Services Corporation, and ING Advisors Network. He specializes in brokerage operations, call center efficiencies, and optimizing the overall experience for advisers.

Manz earned a Bachelor of Art degree in marketing and small business management from Iowa State University.

Additionally, Manz holds FINRA Series 7, 24, and 66 licenses.

Comments (0)
If you wish to comment, please login.