Josefina is our Intake Specialist, providing support during the crucial initial stages of client engagement. Her year living and working in hospitality in Australia equipped her with strong communication, problem-solving, and organizational skills, which she now applies to managing new client inquiries. Josefina’s responsibilities include guiding prospective clients through the intake process, ensuring accurate data collection, overseeing initial communications, and contributing to the firm’s efficient onboarding strategies.
Josefina Perez DiezIntake Specialist
Josefina Perez Diez
Intake Specialist
Josefina is our Intake Specialist, providing support during the crucial initial stages of client engagement. Her year living and working in hospitality in Australia equipped her with strong communication, problem-solving, and organizational skills, which she now applies to managing new client inquiries. Josefina’s responsibilities include guiding prospective clients through the intake process, ensuring accurate data collection, overseeing initial communications, and contributing to the firm’s efficient onboarding strategies.