Cambridge Investment Group promotes Dodson to senior director
Cambridge Investment Group, a private firm that focuses on serving independent financial advisers and their clients, has promoted Nick Dodson to senior director.
Dodson will oversee the Fee Billing and Processing Services team, and provide assistance for the company’s independent financial advisers, ensuring their overall satisfaction through the development and implementation of platform changes.
Prior to being assigned as the company’s new senior director, he had been the associate director of Fee Billing and Processing Services since joining Cambridge in 2013. During his tenure, he implemented levelized fees and set up WealthPort’s pricing structure.
He was also in charge of supervising adviser compensation for fee-based advisory accounts within the company. Before joining Cambridge, he was a financial analyst with HNI Corp.
Dodson is a graduate of Iowa State University with a degree in accounting and finance. He holds FINRA Series 7 and 24 licenses, is a certified Lean Six Sigma Green Belt, and completed Cambridge’s Continuous Improvement Embedded Leaders program.