Gail Lieberman
Senior Client Relationship Associate
Berkeley, California
Senior Client Relationship Associate
Berkeley, California
Gail enjoys being helpful to others, and applies her operations experience to ensure a smooth, efficient, and friendly experience for clients.
Gail’s financial industry background includes responsibilities as an operations manager at a financial management education and wealth management firm in the Bay Area.
Gail graduated from CSU, Chico, earning a B.A. in International Relations.
When office hours are over, you may find Gail with a good book or a fast bike—she’s an avid reader and cyclist.
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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