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How To Attract the Right Investor at The Right Time

CEFO Advisors Founder, Amy Roman sat down with Palette Founder and Purveyor of Fun, Catherine Hover along with Palette Partner and Investor, Steve Gonick for an amazing conversation on attracting the right investor at the right time! We chatted about the role CEFO Advisors plays when identifying the right investor and building a relationship with them, as well as what you need to consider when moving forward with an investor partnership. Listen in and schedule an introductory call with Amy here: https://calendly.com/aroman-6/30min?month=2020-11

CEFO Advisors Welcomes Vanessa Farley as a Client Controller

CEFO advisors is thrilled to welcome Vanessa Farley to the team as a Controller. Vanessa joins us with a accounting background in banking, healthcare, insurance, and start-up companies. “I joined
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Janice Palmere Joins CEFO as a Client Controller

CEFO advisors is excited to welcome Janice Palmere to the team as a Controller. Janice started her career as an Accounts Payable clerk and grew into her position now as
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