Broker Check
Susan Haynes

Susan Haynes

Office Assistant, Cambridge Source Administrative Professional, Branch Support and Supervision

Through a partnership with our independent 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 some of our administrative tasks. Susan Haynes joined Cambridge in
2018. In her current role, Susan assists financial professionals with administrative
responsibilities including account management, reporting and planning, communication, and
client management. Susan has completed the Cambridge Client Service Excellence (CCSE)
certification training and is Six Sigma Yellow Belt certified. She currently lives in southeast Iowa,
where she enjoys traveling and spending time with her family.