Cambridge Names Stacy Geer as Director of Insurance Marketing

The Independent broker-dealer Enhances its Role in the Insurance Space

FAIRFIELD, Iowa--(BUSINESS WIRE)--Cambridge Investment Research, Inc. (Cambridge) announced Stacy Geer has joined its management team as Director of Insurance Marketing. She will work directly with Cambridge advisors to provide enhanced support in the areas of insurance case design and implementation.

“We are pleased to have Stacy join Cambridge. Her lengthy career and expertise in advanced markets make her a valuable resource for advisors regarding life insurance case design”

“We are pleased to have Stacy join Cambridge. Her lengthy career and expertise in advanced markets make her a valuable resource for advisors regarding life insurance case design,” said Dan Sullivan, Senior Vice President, Marketing at Cambridge.

Geer brings nearly 20 years experience in the financial services industry to Cambridge, with 14 of those years specifically dedicated to the insurance field. Her areas of expertise include sales, marketing, and insurance case design support. Her previous experience includes serving as Sales Director for Transamerica’s Broker-Dealer Direct Department and most recently as Senior Marketing Consultant for New York Life. While at New York Life, her role was in the Advanced Markets Network, supporting the independent distribution channel. Geer served several years on the board of the Kansas City chapter of Women in Insurance and Financial Services, and led the organization as president in 2009.

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Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc., member FINRA/SIPC, is an independent, privately owned broker-dealer with over 1,900 independent registered representatives. Cambridge provides innovative fee programs and a full menu of commission offerings to advisors across the nation. Recognized in the industry as The Fee Experts^®*, Cambridge has been ranked a fee leader among independent broker-dealers for 10 consecutive years** and is a four-time honoree as Broker-Dealer of the Year***.

* THE FEE EXPERTS^® is a registered mark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.
** Financial Planning magazine, June “FP50”, Top 50 Independent Broker-Dealer Issue, 2001-2010
***Investment Advisor magazine, 2010, 2008, 2007, Division IV; 2003, Division III

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.