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Matriarch of Bay Area based Single Family Office.
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25+ years in financial services, serving the needs of the client.
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Unique understanding and experience with IMO's and "Build a Team" concepts.
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Committed to building long term relationships with like-minded peers for co-investment and resource collaboration.
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SFO Administrative Team in place to curate deal packaging and assist with administrative management of client flow.
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SFO Team Members: Luke Sanders, Vice President & David Johnson, Senior Analyst.