Colleen Bell Email & Phone Number
President Innovation and Experience @ Cambridge Investment Research, Inc.
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Colleen Bell Location
- Iowa City, IA, US
Colleen Bell Work
- President Innovation and Experience @ (August 2022 - Present)
- Senior Vice President, Fiduciary Services, Chief Fiduciary Service Officer @ (January 2018 - Present)
- First Vice President, Fiduciary Services @ (January 2016 - Present)
- 1st VP, Retirement and Wealth Strategies @ (November 2014 - Present)
- VP, Retirement Center and Wealth Strategies @ (August 2014 - Present)
- Assistant Vice President, Corporate Strategies @ (December 2011 - Present)
- Executive Vice President, Operations, Chief Fiduciary Service Officer @ (January 2019 - August 2022)
- Assistant Vice President, Compliance @ (March 2006 - November 2011)
- Chief Compliance Officer @ Cambridge Investment Research Advisors, Inc. (November 2010 - January 2011)
- Client Services Director @ (January 2005 - December 2006)
- Securities Examiner @ Securities and Exchange Commission (January 2002 - December 2005)
Colleen Bell Education
- Gies College of Business - University of Illinois Urbana-Champaign
Bachelor of Science (B.S.) (Management Information Systems, General)
Colleen Bell Skills
- FINRA
- Investment Advisory
- Series 7
- 401k
- Retirement
- Series 66
- Series 24
- Securities
- Team Building
- PowerPoint
- Research
- Risk Management
- Security
- Training
- Customer Service
Colleen Bell Summary
- Colleen Bell, based in Iowa City, IA, US, is currently a President Innovation and Experience at Cambridge Investment Research, Inc.. Colleen Bell brings experience from previous roles at Cambridge Investment Research, Inc.. Colleen Bell holds a Bachelor of Science (B.S.) in Management Information Systems, General @ Gies College of Business - University of Illinois Urbana-Champaign. With a robust skill set that includes FINRA, Investment Advisory, Series 7, 401k, Retirement and more. Colleen Bell has 1 mobile phone numbers on RocketReach.
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