Bridget oversees operations at Platania Financial, primarily working behind the scenes. She drives the firm’s back-office functions, internal process enhancements, compliance oversight efforts, and serving of client accounts.
Bridget’s accounting background, strong attention to detail, and proactive approach set the tone for how the rest of the team approaches client interactions.
Bridget received her BS in Accounting from DePaul University and worked as an accountant in both private and public sectors before continuing her career working with Jim in 1993. She currently holds the Series 7, 63 and 65 securities registrations with LPL, and the Enrolled Agent (EA) designation with the IRS.