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: The Data Problem is an Octopus - A Conversation with Sid Yenamandra, Surge Ventures' CEO and Founder
Beacon Flash
28 minutes
2 years ago
Beacon Flash: The Data Problem is an Octopus - A Conversation with Sid Yenamandra, Surge Ventures' CEO and Founder
Sid Yenamandra is no stranger to data complexities. As the CEO and founder of Entreda, he’s spent more than a decade focused on helping advisors and broker-dealers navigate what he calls the ‘Wild West’ of cybersecurity and compliance. But still, he believes, the wealth management industry is only scratching the surface of its data management problem. On a recent Beacon Flash Podcast episode, Beacon Strategies’ Managing Partner Chip Kispert sat down with Yenamandra for a conversation about ...
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...
