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: Culture Of Compliance - A Conversation With Aaron Spradlin, United Planners’ CIO
Beacon Flash
23 minutes
2 years ago
Beacon Flash: Culture Of Compliance - A Conversation With Aaron Spradlin, United Planners’ CIO
With SEC and FINRA regulations constantly evolving and new, more sophisticated cyber threats emerging every day, cybersecurity and compliance are becoming increasingly top of mind for financial advisory firms. On a recent Beacon Flash Podcast episode, Beacon Strategies’ Managing Partner Chip Kispert sat down with Aaron Spradlin, Chief Information Officer at United Planners, for a conversation about what it means to create a ‘culture of compliance,’ why it’s so important, and how United Plann...
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...
