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EWM INSIGHTS with Special Guest - Valarie Vest, First Vice President, Cambridge Investment Research, Inc.
Episode 1317th August 2021 • EWM INSIGHTS • Paul Bertrand Ellis, CIMA®
00:00:00 00:29:02

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Valarie Vest is a First Vice President of Fiduciary Services at Cambridge

Investment Research, Inc. She is also a Mindset Coach for Women in

Leadership.

Valarie is currently leading efforts at Cambridge in Fiduciary Services, and is a

member of the Growth Leadership Committee.

In this episode of INSIGHTS we discuss Valarie's path, aspiration and passion

for developing women in leadership. We also discuss the unique platform and

purpose of Cambridge Investment Research.

Valarie Vest joined Cambridge in 2018 and has over 20 years of experience in

the financial services industry. Vest is responsible for the collaborative

oversight, development, and support of the Fiduciary Services department.

Prior to joining Cambridge, she held leadership roles in relationship

management and retirement and investment product marketing at Principal

Financial Group.


Valarie earned a Bachelor of Arts degree in economics from the

University of Washington and completed additional coursework at Strayer

University and Rutgers Center for Innovation Education. Additionally, she holds

the FINRA Series 7, 24, and 66 licenses.


Strategic Business Leader ~ Mindset Coach for Women Leaders ~ Innovative

Thinker ~ Constant Learner ~ Community Builder

Valarie Vest

Contact Information:

LinkedIn: linkedin.com/in/valvest

eMail: val@valarievest.com

Twitter: VestVal


Alma Mater:

University of Washington

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