I began my career in the financial services industry with this firm in 1989. Just a two person office at the time and I learned and took the lead of every role. After obtaining a BS in Finance, I obtained securities licenses and turned my career toward the necessary compliance sector within the company. In 2010, my focus changed to corporate operations and working closely with the principals, I presently act as the firm’s office manager and controller. I live in Sierra Madre with my husband, Jon, and our two daughters, Margaret and Ava. We enjoy traveling, camping/RVing, and entertaining together.
Elizabeth Walters
Corporate Controller
Bridge Advisory
United States, California, Pasadena
About Me
Profile Information
Corporate Controller
Bridge Advisory
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Pasadena
California
United States
Aug 15, 2024
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