JL Bainbridge & Company, Inc., a renowned 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. This strategic hire aims to ensure that the firm's operational systems and processes are optimized as the company continues to expand. Greenwald's extensive background in financial operations, including experience at The Goldman Sachs Group and Deloitte & Touche, positions him to effectively support JL Bainbridge's mission of providing tailored financial advice and services.
John Leeming, CFP®, President of JL Bainbridge, emphasized the importance of this new role in maintaining high-quality service amidst the firm's growth. "As we continue to grow, we need to make sure we have the right systems and processes in place," Leeming stated. "Dan's experience at The Goldman Sachs Group and Deloitte & Touche will serve him well here, but on a more personal scale." Greenwald's qualifications as a CPA further enhance his capability to implement efficient finance-related processes.
Jerry Bainbridge, CEO and co-founder of JL Bainbridge, echoed these sentiments, highlighting Greenwald's professional background and passion for the business. "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.
Before joining JL Bainbridge, Greenwald was part of 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.
The addition of Greenwald to the JL Bainbridge team is a crucial development for clients who rely on the firm's expertise for wealth management and investment services. As the firm grows, maintaining a high level of personalized service is essential. Greenwald's role ensures that JL Bainbridge can continue to offer customized financial solutions that meet the unique needs of each client.
JL Bainbridge's commitment to client service and operational excellence is further underscored by this strategic hire. The firm's client-centric approach and dedication to maintaining high standards of service make it a trusted advisor in the investment industry. For more information about JL Bainbridge and the services offered, please visit www.jlbainbridge.com. Further details on the firm's investment advisor representatives can be found on the SEC website: https://adviserinfo.sec.gov/firm/summary/108058.
