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: Using Technology to Create a Safe Haven for Investments - A Conversation with Matt Radgowski, Halo Investing
Beacon Flash
26 minutes
2 years ago
Beacon Flash: Using Technology to Create a Safe Haven for Investments - A Conversation with Matt Radgowski, Halo Investing
With the pace of innovation in financial services, today’s advisors have an array of tools at their fingertips. But using those tools in the right way to manage a client’s portfolio can be daunting. They’re looking for positive outcomes, manageable costs, and minimized risk. For Matt Radgowski, COO of Halo Investing, helping advisors and investors achieve their goals through the development of pioneering solutions is what drives him. And powerful outcomes require powerful tools. ...
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...
