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
- 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.
Associates of Cambridge Consulting Group’s Cambridge Wealth Strategies offer securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC and offer annuities/insurance through AXA Network, LLC. All AXA Advisors and AXA Network business, including qualified plan-related product/service offerings, is conducted under the d/b/a name of Cambridge Wealth Strategies. Cambridge Consulting Group (comprising Cambridge Wealth Strategies, Cambridge Benefits Consulting and Cambridge Risk Management) is not owned by, operated by or affiliated with AXA Advisors or AXA Network.138230 (07/20)(Exp.08/20)