Curated News
By: NewsRamp Editorial Staff
June 24, 2024

JL Bainbridge & Company Enhances Personalized Service with New Director of Operations

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Source News Release

TLDR

  • 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.

Impact - Why it Matters

This news matters because it highlights the commitment of JL Bainbridge & Company to improving client experience and the significance of having the right systems and processes in place for a growing financial advisory firm.

Summary

JL Bainbridge & Company, Inc., a family wealth advisory firm, has hired Dan Greenwald, CPA, as its new Director of Operations to enhance personalized service for its clients. Greenwald's experience at The Goldman Sachs Group and Deloitte & Touche makes him well-suited for the role. The company's President, John Leeming, emphasized the importance of having the right systems and processes in place for their growing team.

Source Statement

This curated news summary relied on this press release disributed by 24-7 Press Release. Read the source press release here, JL Bainbridge & Company Enhances Personalized Service with New Director of Operations

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