Valarie Vest

Executive Vice President and Chief Experience Officer

Valarie Vest
Executive Vice President and Chief Experience Officer

Valarie Vest is an Executive Vice President and Chief Experience Officer at Cambridge Investment Research, Inc. With more than 20 years of experience in the financial services industry, Vest collaborates with teams across the firm to shape key client-centric strategies and deliver exceptional financial professional and associate experiences. She also works directly with financial professionals and associates, as well as Cambridge’s executive and leadership teams, to identify emerging trends and translate insights into actionable strategies that create growth and meaningful engagement across all touchpoints. Vest 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.

Money Matters Episode 337 – They Didn’t Start with AI | Valarie Vest & Sean Van Moorleghem on Culture, Capacity & Digital Associates

337

Nov. 7, 2025

Money Matters Episode 337 – They Didn’t Start with AI | Valarie Vest & Sean Van Moorleghem on Culture, Capacity & Digital Associates

Money Matters Episode 337 – They Didn’t Start with AI | Valarie Vest & Sean Van Moorleghem on Culture, Capacity & Digital Associates They Didn’t Start with AI. They Started with People. That might sound simple—but in today’s rush to automate, scale, and “transform,” it’s anything but. Cambridge Investment Research, Inc. took a different path. No pink slips. No blown-up workflows. No hollow promises about innovation. Just a clear goal: reduce the time it takes to open an account from 20 minutes to seconds—without losing the quality, trust, or people that made the process work in the first place. In this episode of Money Matters, I sit down with: 🟡 Valarie Vest, Chief Experience Officer 🟡 Sean Van Moorleghem, Chief Technology Officer What I love about this story is that it's not theoretical. It’s not “AI someday.” It’s a real-world example of change done right—quietly, intentionally, and with the people in mind from day one. 📌 They trained their digital “…

Guests: Valarie Vest , Sean Van Moorleghem

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