BOCA RATON, Fla., May 18, 2021 /PRNewswire/ -- Newbridge
Financial Services Group, Inc. ("NFSG") is pleased to announce that
it has promoted Jennifer Dorfman as
its Chief Compliance Officer. Newbridge Financial, Inc. is the
holding company to NFSG as well its broker dealer subsidiary,
Newbridge Securities Corporation ("NSC"). In this new compliance
leadership role, Jennifer Dorfman
will lead NFSG's compliance program and support NFSG's continued
expansion. Jennifer will continue to drive forward the company's
culture of strong compliance and integrity. Her appointment and
position on NFSG's executive team reflects the importance placed on
compliance throughout every part of the business. She will continue
to serve as Compliance Supervisor for NSC.
"With her extensive experience in the registered investment
advisor and broker dealer sector, one of her key focuses will be
supporting NFSG's expansion plans by continuing to ensure strict
compliance meeting our regulatory requirements and protecting
our clients. Jennifer's depth of experience and industry
relationships will help benefit our entire team," said Thomas Casolaro, CEO of NFSG.
Jennifer brings more than 15 years of experience in the
financial industry, working in all areas of sales and compliance.
She most recently had the role of Compliance Supervisor for NSC and
NFSG. Prior to joining NSC and NFSG, Jennifer worked at Fusion
Analytics, Ameriprise Financial, Merrill Lynch and Bear, Stearns
& Co.
Jennifer earned her bachelor's degree in social science from
Dowling College.
"I'm excited to embrace this important role with the Newbridge
family and to be working with an exceptional executive team who
remains focused on a culture of compliance and on becoming a
premier full-service broker/dealer, registered investment advisor
and investment banking firm to help clients reach their financial
objectives," said Jennifer
Dorman.
About Newbridge
Newbridge Financial, Inc., as the
holding company for Newbridge Securities Corporation
(www.newbridgesecurities.com) and Newbridge Financial Services
Group, Inc. (www.newbridgefsg.com), provides strategic management
consulting services to growth companies and explores the
development of lines of business complementary to, but outside of,
the financial services industry.
Newbridge Securities Corporation and Newbridge Financial
Services Group, Inc. provides full-service securities brokerage,
registered investment advisor and investment banking services to a
broad-based group of individuals and corporate clients. Comprised
of a committed and experienced team of financial service
professionals, we seek to empower our clients to build and preserve
wealth by providing superior financial services and products.
Newbridge Securities Corporation is an SEC-registered broker-dealer
and a member of FINRA and SIPC. Newbridge Financial Services Group,
Inc. is a SEC-registered registered investment adviser.
Contact:
Thomas Casolaro, CEO
Newbridge Securities Corporation
tcasolaro@newbridgesecurities.com
www.newbridgesecurities.com
954.278.8117
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SOURCE Newbridge Financial, Inc.; Newbridge Securities
Corporation