BAYBRIDGE CAPITAL GROUP - Key Persons
Job Titles:
- Director of Operations and Digital Design
Job Titles:
- Associate
- Financial Advisor
Job Titles:
- Retirement Plan Consultant
Job Titles:
- Director, Retirement Client Services
Experience: Crystal began her career in the Pension Industry in 2002 as Third Party Administrator specializing in Department of Labor compliance testing, Plan Design, and the administration of multi-faceted employee benefit packages. Crystal continued her career at Voya Financial as a Client Relations Manager before joining the BayBridge Team.
Duties: Streamlining data usage within the firm, including creating and presenting firm and client data to stakeholders. An expert at Excel, Crystian works across multiple projects within the firm and uses complex data to form visual representations that are easy to understand.
Experience: Finishing up a degree in cybersecurity, Crystian already has two years of data analyst experience under his belt helping the state of North Carolina combat Covid and brings a diverse educational background and passion for process improvement.
Gena Wallis, AIF®, is a Senior Consultant at BayBridge Capital Group. Gena has spent her extensive career helping business owners establish benefit and retirement plans for their employees.
Job Titles:
- Consulting Financial Analyst
Experience: Keith has been in the financial services industry for 12 years, working with Filice Insurance, Chrontel Inc., and Xilinx.
Experience: Kevin's career in financial services may be seven years young, but his journey to get to where he is today has equipped him well.
Job Titles:
- Advisor
- Senior Vice President
Job Titles:
- Client Experience Coordinator
Experience: As a Special Events Director and managing large weddings, corporate & social events over the past 11 years, Rachel had the opportunity to become an expert multi-tasker with a passion for ensuring a seamless client experience. She brings that same desire for success and excellence to her current capacity, as she strives for innovative ways to develop and improve our overall client services.
Experience: In 1990, Virginia started her own independent firm to help her clients find the right plan vendor, establish proper investment lineups, and offer plan participants a number of ways to invest through custom-designed model portfolios and target date strategies.