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Elizabeth Walters
Corporate Controller
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Nickname – “Lisa”
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.
“That’s what he/she said”
– everyone
What are two interesting facts about you?
I can call peacocks and they will answer.
When I drink alcohol my face turns red. My family calls this a “bar tan”.
We had our RV made-over on a TV show in 2012 called Rock my RV with Bret Michaels.
What is something people in the financial world have to deal with that you want to fix?
What do you do at Bridge?
Corporate bookkeeping and accounting for all entities; payrolls, billings, payables/receivables, reconciliations, and the like. Provide financials and projections, as necessary. Annual renewals, licensing, audits, and reporting for numerous tasks.
What are your credentials/past experience, for working in your position?
Bachelor’s degree in Finance and Law from Cal Poly, FINRA licenses 7 and 66. Employed 33 years with the firm in numerous roles from reception and data entry to client support, trading, and compliance. Eventually landing in the back office, finance area.
What’s your Archetype?
Consul Personality, ESFJ-A
What do you like about working at Bridge?
Being part of something from its inception. As a part of its numerous changes, I know our history. Learning and shaping from our past has created an amazing group.
What’s your background?
I worked part time for the firm’s mentor company in the 80s while attending college and found that the environment shaped my college major and career decision.
What are the Bridge Advisory Core Values that drive you?
Your top three favorite Podcasts/Books?
The Book Thief, Glass Castle, Hunger Games Series
What do you enjoy doing when you are not working?
I garden, cook, and do home improvement type projects, unless we’re out of town. We like to get away for weekends to local mountains, beaches, and deserts whenever possible.
What are you looking forward to?
Having my daughters finish college and becoming self-sufficient, fulfilled, and empowered!
What makes you smile?
My family My husband, Jon, two daughters, Margaret and Ava, and our Rottweiler, Gina.
What would you do if you won the lottery?
How much are we talking? Offer peace of mind to some friends and family, donate, or create a cause, save for the future. Travel to determine our second home location, and travel for the sake of travel!
What’s the best adventure you’ve taken? Or favorite place you’ve traveled to?
Our most recent family adventure was to Kauai in May, 2022. We hiked the Kalalau Trail which was so very rewarding and beautiful.