Gail Lieberman

Gail Lieberman

Senior Client Relationship Associate

Berkeley, California

Berkeley, California Office

2150 Shattuck Avenue
Suite 700
Berkeley, CA 94704

Phone: (510) 848-0012

Fax: (510) 848-0009

  • 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.


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