JL Bainbridge Enhances Client Services with New Director of Operations
TL;DR
JL Bainbridge & Company, Inc. has hired a new Director of Operations to improve personalized service, giving them an advantage in client-focused processes.
The new Director of Operations, Dan Greenwald, will focus on optimizing systems and processes for serving clients at JL Bainbridge & Company, Inc.
The improved personalized service at JL Bainbridge & Company, Inc. will make the world a better place by enhancing the client experience and providing better financial advisory services.
Dan Greenwald, the new Director of Operations at JL Bainbridge & Company, Inc., brings a wealth of experience from top financial firms, making his addition interesting and educational.
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JL Bainbridge & Company, Inc., a family wealth advisory firm based in Sarasota, Florida, has taken a significant step to enhance its personalized client services by appointing Dan Greenwald, CPA, as the new Director of Operations. Greenwald's role will focus on optimizing the firm's systems and processes to ensure that the team can efficiently serve its clients. This move is particularly crucial as the firm experiences growth and aims to maintain its high standards of service.
John Leeming, CFP®, President of JL Bainbridge, emphasized the importance of having robust systems in place as the firm expands. "As we continue to grow, we need to make sure we have the right systems and processes in place," Leeming stated. He further noted that Greenwald's extensive experience at The Goldman Sachs Group and Deloitte & Touche, combined with his CPA qualifications, would be invaluable in refining the firm's financial processes.
JL Bainbridge's CEO and co-founder, Jerry Bainbridge, also expressed his enthusiasm for Greenwald's addition to the team. "Dan's background in financial firms tells me that he's extremely qualified, but it's his passion for this business that assures me he'll fit in well with the team," Bainbridge remarked.
Greenwald brings a wealth of experience to JL Bainbridge, having previously worked in the financial reporting group at a renewable energy company in Boca Raton. His career also includes significant roles at The Goldman Sachs Group, Inc., and Deloitte & Touche LLP. Greenwald holds a Bachelor of Science degree in business administration with a dual major in finance and accounting from the University of Central Florida and a Master of Science degree in accounting from the University of Notre Dame.
For more information about JL Bainbridge and the services offered, please visit www.jlbainbridge.com.
Disclosure: JL Bainbridge is a registered investment adviser. J.L. Bainbridge & Co., Inc., is not a broker-dealer and does not offer tax or legal advice. Please consult your tax or legal advisor for assistance regarding your individual situation. Registration of an Investment Adviser does not imply any level of skill or training. It should neither be assumed that future results will be as profitable or that a loss could not be incurred. For more information on our firm and our investment advisor representatives, please review our Form ADV, Privacy Notice, and Form CRS at jlbainbridge.com and reference the SEC website for more information on the firm and its advisors: https://adviserinfo.sec.gov/firm/summary/108058.
About JL Bainbridge & Company, Inc.
JL Bainbridge & Company, Inc. is a Sarasota-based investment advisory firm with over four decades of experience in providing comprehensive wealth management and investment services. The firm's client-centric approach and commitment to excellence have established it as a trusted advisor in the industry.
Curated from 24-7 Press Release
