"Most importantly, we work to ‘Uncomplicate It’ for our clients. For me, I can help drive this effort by developing procedures and strategies to free up internal bandwidth and enable a greater focus on the higher value-add opportunities for clients. Technology and automation help fuel this efficiency, so clients get faster resolutions with increased accuracy…everyone is better off."
Bill Garcia
Operations Strategy Associate
Direct Text/Call:
203-683-1532
Email:
bgarcia@coastalbridgeadvisors.com
Bill is the Operations Strategy Associate for Coastal Bridge Advisors where he draws on his successful industry experience serving as an action-oriented operations professional with a demonstrated history implementing goal-oriented strategies, developing workflow efficiencies and driving value for the firm and clients alike.
The role that Coastal Bridge plays in its client relationships is clear, he says. “No matter the challenges, Coastal Bridge aims to guide clients through the complicated and arduous issues that life can bring utilizing our expertise, experience and last but not least… vast knowledge and understanding of each unique client relationship.”
He adds, “Most important, we work to ‘Uncomplicate It’ for our clients. For me, I can help drive this effort by developing procedures and strategies to free up internal bandwidth and enable a greater focus on the higher value-add opportunities for clients. Technology and automation help fuel this efficiency, so clients get faster resolutions with increased accuracy…everyone is better off.”
Bill found his calling quite organically, “Early in my professional career, I found my passion for developing new processes and leveraging technology in order to promote innovation. Naturally, this sort of work helped improve the client experience. When you streamline and automate financial processes, you add to the firm’s overall efficiency, by allowing the tech to do the more laborious work.
Prior to joining Coastal Bridge Advisors, Bill spent nearly ten years at Fiducient Advisors, initially serving as a Performance and Operations Analyst and later promoted to a Senior Operations Analyst & Daily Systems Team Lead where he oversaw firmwide operational & financial systems, processes and infrastructure to ensure data integrity while looking for opportunities for further efficiency, improvements or revisions.
When not working, Bill spends his time with his favorite pastimes of baseball, golf, skiing and generally, enjoying the outdoors.
