Erin Clare

Account Manager

Erin Clare

Account Manager

Erin Clare_Account Manager_2

Roles & Responsibilities:  In her role within the Cambridge Wealth Strategies Practice Group, Erin is an Account Manager on Team Cornwell.  She is responsible for managing the underwriting process, opening new client life insurance and investment accounts, running Investment Proposals & Reviews, preparing current investment account reviews and assisting clients with specific requests, questions and needs.

CCG Team Member Since: 2016

Prior Industry Experience: Over 6 years

Education: Northwood University, Bachelor of Business Administration -Advertising, Marketing, & Management

Certifications:

  • General Securities Representative (Series 7) Registration
  • Licensed Life, Accident and Health Insurance Agent

Personal Interests: In her spare time, Erin enjoys traveling, the outdoors, dining out, movies and spending time with her family and friends.

Contact:
eclare@cambridge-cg.com