Erica Voreis, PMP, PMI-ACP, AIF
Vice President, Transition and Acquisition Operations
erica.voreis@bridgeport.financial
Erica Voreis is instrumental in shaping BridgePort Financial Solutions’ (BridgePort) advisor experience, leading all conversion initiatives and playing a key role in the firm’s advisor acquisition strategy. With a passion for helping advisors thrive, she brings clarity and momentum to every conversion.
Erica has more than 15 years of experience in the financial services industry. She earned a bachelor’s degree from Wartburg College, holds the FINRA Series 7 and 24 licenses, and is a graduate of the firm’s Aspiring Leaders, Leadership Development, and Embedded Leaders programs. She is also a Project Management Professional® (PMP), PMI Agile Certified Practitioner® (PMI-ACP), certified Lean Six Sigma Yellow Belt, and has earned the Registered Corporate Coach™ (RCC) and Accredited Investment Fiduciary® (AIF) designations. Additional designations include the Scrum Alliance Agile Leader® and Large-Scale Scrum (LeSS) Practitioner certifications.
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