2020 presented a myriad of unexpected disruptions — leaving many wondering what they could control. Likewise, for businesses, the uncertainty that a global pandemic presented resulted in canceled contracts, budget freezes, and a significant shift in what the day-to-day lives of employees looked like.

Join us as we bring together Colleen Bell, Executive Vice President of Operations, Chief Fiduciary Service Officer at Cambridge Investment Research, and Jon Feinstein, Vice President of Client Success at Skience, to discuss how Colleen took control of her journey and how Cambridge Investment Research invested in tools and technology to navigate uncertain times.

In this fireside chat, you’ll have the chance to hear from one of ThinkAdvisor’s 2020 Top Women in WealthTech as she discusses her path from the SEC to one of the foremost leading financial solutions firms leveraging innovative technology to transform their advisors’ experiences.