Erica Voreis, Email & Phone Number

In this role, I work alongside the firm’s Business Development department to lead all financial professional transition and conversion initiatives while contributing to the management of the firm’s advisor acquisition strategies.

As AVP of the PMO, I support a team of project managers and project analysts, driving overall department effectiveness. I collaboratively develop and implement strategic initiatives regarding company and departmental policies and procedures in order to improve service standards for internal and external clients. I maintain an understanding of company.

In my role as Senior Project Manager, I led project teams and managed the overall project planning, implementation, and delivery of activities associated with high-visibility projects or series of projects associated with a specific business strategy (including business and system analysis) that were company-wide (crossing multiple departments) in scope.

Fairfield, Iowa

As Senior Director for our Public Relations and Creative Marketing Team, I offered consultation and guidance on creative writing and design projects for Cambridge Source Customized Advisor Marketing and Website Design. Our team spearheaded Cambridge's approach to marketing support for the independent advisor, which is based on the concept of "your logo.

Fairfield, Iowa

I directly led the Advisor Relations Team for Cambridge as they offered consultation and guidance on creative writing and design projects for advisor use in their independent businesses, ranging from print and digital collateral to website design – all offerings available through Cambridge Source. I was an active member of the Cambridge Retirement Center.

Fairfield, Iowa

Fairfield, Iowa

Fairfield, Iowa

Fairfield, Iowa

Life/Health Product Representative, contributed to sales that positioned our office as one of the top ten sales teams in the region. Increased the number of new clients. Developed marketing ideas to increase product knowledge for clients. Collaborated with clients to build life and health insurance policies to fulfill their needs. Participated in.