JL Bainbridge Adds Operational Expertise to Maintain White Glove Service for Customers as It Grows

Company

JL Bainbridge & Company, Inc., a family wealth advisory firm based in Sarasota, Florida, has further enhanced its ability to provide personalized service by hiring a new team member to focus on the firm’s operations. As Director of Operations, Dan Greenwald, CPA, is now responsible for ensuring that the JL Bainbridge team has the optimal systems and processes in place to serve clients. As an independent financial advisory firm, the firm has the flexibility to build its processes around what works best for its clients and their Family Wealth Advisors. “As we continue to grow, we need to make sure we have the right systems and processes in place,” said John Leeming, CFP®, President of JL Bainbridge. “Dan’s experience at The Goldman Sachs Group and Deloitte & Touche will serve him well here, but on a more personal scale.” Leeming added that Greenwald’s qualifications as a CPA give him an added level of understanding of processes that work well for financial operations. Jerry Bainbridge, CEO and co-founder of JL Bainbridge, also welcomed Greenwald with high praise: “Dan’s background in financial companies tells me he is highly qualified, but it is his passion for this business that assures me he will be a great fit for the team.” Prior to joining JL Bainbridge, Greenwald was a member of the financial reporting group at a renewable energy company in Boca Raton. He previously worked at The Goldman Sachs Group, Inc. and Deloitte & Touche LLP. Dan earned a Bachelor of Science degree in business administration with a double major in finance and accounting from the University of Central Florida. He subsequently earned a Master of Science degree in accounting from the University of Notre Dame. For more information about JL Bainbridge and its services, please visit (www.jlbainbridge.com)(http://www.jlbainbridge.com).