With a track record of driving digital transformation and AI integration at Charles Schwab, Van Moorleghem steps into key leadership role at Cambridge
Cambridge Investment Research, Inc. (“Cambridge”), a leading independent financial solutions firm serving 3,800 advisors nationwide, is pleased to welcome Sean Van Moorleghem as Executive Vice President and Chief Technology Officer. In this role, Van Moorleghem will lead Cambridge’s technology initiatives, overseeing the development and execution of innovative products, services, and systems that drive growth for the firm and its advisors. He also joins Cambridge’s Executive Council, where he will work with executive leaders to support firm-wide strategic goals.
“Sean is an experienced technologist with an impressive track record of leading successful digital transformations at some of the largest companies in our industry,” said President of Innovation and Experience, Colleen Bell. “As we continue our mission to build an industry-leading technology platform, Sean’s experience leading technology, digital transformation, and AI personalization will be invaluable. I’m thrilled to have him join our Cambridge family.”
Van Moorleghem joins Cambridge from Charles Schwab, where he held various technology-focused leadership roles at TD Ameritrade before its acquisition by Schwab in 2020. During his nearly 15-year tenure at Schwab/TD Ameritrade, he led multiple software engineering departments and played an important role in advancing platform modernization, implementing AI-driven automation, and supporting the firm’s transition from project-based to product-focused investment strategies. His extensive technology experience also includes leadership positions at West Corporation, First Data Corporation, and Deloitte.
Van Moorleghem earned a bachelor’s degree in management information systems from the University of Nebraska and completed the Securities Industry Institute (SII) Executive Leadership program at The Wharton School of the University of Pennsylvania.
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