Cambridge Welcomes New CTO Sean Van Moorleghem to Enhance Innovation
Cambridge Welcomes Sean Van Moorleghem as Executive Vice President and Chief Technology Officer
Cambridge Investment Research, Inc. is excited to announce the appointment of Sean Van Moorleghem as Executive Vice President and Chief Technology Officer. With a robust background in technological advancement and digital transformation, Van Moorleghem joins the firm after a successful stint at Charles Schwab, where he honed his skills in various leadership capacities.
Leadership Experience at Charles Schwab
Before his arrival at Cambridge, Van Moorleghem played a pivotal role in the technological evolution at Charles Schwab. His tenure there included impactful positions in software engineering at TD Ameritrade, especially during the critical transition following the acquisition by Schwab in 2020. Over the years, he has successfully spearheaded initiatives that upgraded platforms, integrating AI-driven automation to enhance operational efficiencies.
Driving Digital Transformation
In his new position at Cambridge, he will oversee significant technology initiatives aimed at promoting growth and enhancing operational capabilities for the firm. His appointment marks a strategic move to bolster the firm's commitment to providing independent financial professionals with cutting-edge technology solutions.
A Vision for the Future
Sean Van Moorleghem's appointment is aligned with Cambridge’s dedication to innovation. "Sean embodies the innovative spirit we value at Cambridge," stated Colleen Bell, President of Innovation and Experience. His expertise in AI personalization and digital transformation will be crucial as the firm strives to build a technology platform that leads the industry.
Commitment to Independent Financial Professionals
Cambridge has a rich history of supporting independent financial advisors. As the industry landscape evolves, the firm aims to provide flexible solutions that allow financial professionals to thrive. Under Van Moorleghem's leadership, there is an anticipation of enhanced products and services designed for the dynamic nature of financial advising.
Background and Education
Sean Van Moorleghem holds a bachelor’s degree in management information systems from the University of Nebraska. He also completed the prestigious Securities Industry Institute Executive Leadership program at The Wharton School of the University of Pennsylvania, equipping him with the skills necessary to lead effectively in a high-stakes environment.
About Cambridge Investment Research, Inc.
Cambridge Investment Research is committed to serving independent financial professionals and their clients with integrity and adaptability. The firm provides a wide range of solutions to ensure that their advisors can offer tailored financial advice, sustain growth, and maintain independence. Cambridge Investment Research Advisors, Inc. is recognized as a large corporate RIA. The independent broker-dealer, Cambridge Investment Research, Inc., is among the largest within its category while enhancing advisors' internal controls.
Contact Information
For further details, please reach out to Jeff Wulf, Senior Vice President at Cambridge. You can contact him via email or by calling 800-777-6080 for any inquiries or additional information about their services and offerings.
Frequently Asked Questions
Who is Sean Van Moorleghem?
Sean Van Moorleghem is the newly appointed Executive Vice President and Chief Technology Officer at Cambridge Investment Research, bringing extensive experience in technology leadership.
What role will Sean Van Moorleghem play at Cambridge?
He will lead technological initiatives, focusing on developing innovative products and services that aid growth for the firm and its advisors.
What is the main goal of Cambridge Investment Research?
Cambridge is dedicated to providing independent financial professionals with tailored solutions that assist in their growth and client services.
What is Cambridge's approach to technology in financial services?
Cambridge is focused on integrating cutting-edge technology and AI capabilities to enhance its offering, ensuring advisors remain competitive in the industry.
Where did Sean Van Moorleghem work prior to joining Cambridge?
Prior to joining Cambridge, he held various leadership roles at Charles Schwab and TD Ameritrade, successfully leading digital transformation efforts.
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