we have access to a team of virtual office assistants who allow us to spend more time with our
clients by taking on more administrative tasks. Caitlyn Mercer joined Cambridge in 2020 and has
over fifteen years of customer service experience. In her current role, she assists financial
professionals with administrative responsibilities including account management, reporting and
planning, communication, and client management. Caitlyn earned an Associate of Arts degree from
Indian Hills Community College. Caitlyn currently lives in southeast Iowa, where she enjoys hiking,
kayaking, and horseback riding.
broker-dealer, Cambridge Investment
Research, Inc., we have access to a team of
virtual office assistants who allow us to spend
more time with our clients by taking on more
administrative tasks. Caitlyn Mercer joined
Cambridge in 2020 and has over fifteen
years of customer service experience. In her
current role, she assists financial professionals
with administrative responsibilities including
account management, reporting and planning,
communication, and client management. Caitlyn
earned an Associate of Arts degree from Indian
Hills Community College. Caitlyn currently lives
in southeast Iowa, where she enjoys hiking,
kayaking, and horseback riding.