What team assists our team in the Transition of our rep-advisors?
Transition
100
Who is our supervisor?
Rachael Morrison
100
Who do we call if we lock ourselves out of our computer?
Help Desk
100
CLIC Tech Services
Assist rep-advisors on the technology of CLIC, showing them how to use it.
100
Who is the founder of Cambridge?
Eric Schwartz
200
What team deals with rep calls, requests, and service tickets once the rep is released from our team?
Partner Support
200
Who is our operations non-processing manager?
Luann Morton
200
Who do we call if a rep-advisor has a specific question on how to transfer over a directly held account?
Operations Account Supervision (OAS)
200
Registration and Licensing (R&L)
Assist the rep-advisors in getting them registered with Cambridge as a new rep-advisor. Collecting all required forms for them to become an active rep-advisor.
200
Who is the president?
Amy Weber
300
When a rep-advisor sends in missing paperwork to be attached or paperwork to just be put into workflow, what team do we send those requests to?
Imaging and Document Services (IDS)
300
Who is our operations processing manager?
Lizzie Helmick
300
Who do we call if a rep-advisor has questions about fee billing?
Accounting
300
Compliance
Monitor rep offices and internal staff to make sure all rules are being followed. Take action when red flags appear and approve business.
300
Who is the COO of the company?
Ryan Reineke
400
What 3 teams process our rep-advisor's Transition paperwork?
Operations New Accounts, Cashiering, and Transfers
400
Who is the AVP of Operations?
Sharon Boatman
400
Who do we call if we need to have our updated presentations approved to use for our training calls?
Public Relations Creative Marketing (PRCM)
400
Learning Trax
Train and prepare all Operations and Partner Support new hires to get them ready for their job and position requirements.
400
Where is the Exec hall way located?
Building 1 floor 2 off of the Operations wing
500
If a rep has a specific question on the technology side of NetX or Streetscape, what team do we call?
Operations Development and Technology (ODAT)
500
Who is the VP of Operations?
Kevin Manz
500
Who do we call if a rep-advisor is requesting to see all of the statements for their directly held accounts that are not viewable on NetX or Streetscape?
CIRStatements
500
Trading
Perform trades upon request, walk rep-advisors through how to place trades, and keep an eye on the market.
500
Name another Corporate-Executive other than Eric, Amy, or Ryan
YOUR CHOICE (ex: Dan Sullivan, Jeff Vivacqua, Jerry Oliver, and Tom Anderson)