Valarie Vest

SVP, Chief Experience Officer @Cambridge Investment Research, Inc.

Iowa City, IA, US
MOBILE NUMBERS
+15•••••••69

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WORK HISTORY

Nov 2022 — Present

SVP, Chief Experience Officer @Cambridge Investment Research, Inc.

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EDUCATION

N/A

University of Washington

BA, Economics

SKILLS

RetirementStrategyEmployee BenefitsSeries 63Strategic PlanningDefined ContributionSeries 7Relationship ManagementRetirement Planning401k401(K) Retirement Savings PlansFinancial PlannersInsuranceCustomer Experience ManagementLeadershipDefined BenefitMutual FundsProduct MarketingAsset AllocationFinancial AdvisoryPensionsProduct DevelopmentCustomer ExperienceFinancial ServicesFinanceSeries 24InvestmentsQualified Retirement Plans

ABOUT VALARIE VEST

Growth happens when we aggressively strive to become better tomorrow than we are…

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