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Evan Lieberman

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Evan Lieberman

SVP, Head of Operations and CCO | GeoWealth

Chicago, Illinois, United States

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Evan Lieberman

Summary

Evan Lieberman is a seasoned executive in the financial services sector, currently serving as the Senior Vice President, Head of Operations and Chief Compliance Officer at GeoWealth. With a robust background in accounting and financial analysis honed at prestigious firms such as Deloitte, Evan has a proven track record in compliance and operational management. His expertise spans various domains including private equity, treasury management, and financial modeling, making him a well-rounded leader in the consulting services industry. Evan's innovative approach led to the development of automated processes that significantly improved reporting efficiency in his previous roles. He holds a Master of Accounting and a Bachelor of Business Administration from the University of Michigan, where he specialized in Accounting and Finance. Outside of work, he is passionate about leveraging technology to enhance financial operations.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Consulting Experience

Evan Lieberman

Work Experience

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SVP, Head of Operations and CCO at

GeoWealth

January 2024 - Present

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VP, Chief Compliance Officer at

GeoWealth

July 2019 - February 2024

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Director Of Finance at

Zuckerman Investment Group, LLC

January 2014 - July 2019

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Chief Compliance Officer at

Zuckerman Investment Group, LLC

June 2013 - July 2019

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Systems Engineer at

Zuckerman Investment Group, LLC

January 2013 - June 2019

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Audit Senior Assistant at

Williams Family Enterprises LLC

January 2010 - June 2012

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Staff Audit Accountant at

Deloitte Consulting

May 2008 - June 2012

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Evan Lieberman

Education

Ross School of Business, Macc

January 2009 - January 2010

Ross School of Business, Bba

January 2005 - January 2009

Frequently Asked Questions about Evan Lieberman

What is Evan Lieberman email address?

Evan Lieberman's primary email address is *******@umich.edu. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Evan Lieberman work for?

Evan Lieberman is a SVP, Head of Operations and CCO at GeoWealth, a company specializing in Monetary Authorities-Central Bank.

Where Evan Lieberman graduated from?

Evan Lieberman holds a degree in Accounting, Finance from Ross School of Business.

How can I directly contact Evan Lieberman?

To contact Evan Lieberman directly, you can use the email address *******@umich.edu. Complete contact information is available upon registration with Muraena.

Who is Evan Lieberman?

Evan Lieberman is a seasoned executive in the financial services sector, currently serving as the Senior Vice President, Head of Operations and Chief Compliance Officer at GeoWealth. With a robust background in accounting and financial analysis honed at prestigious firms such as Deloitte, Evan has a proven track record in compliance and operational management. His expertise spans various domains including private equity, treasury management, and financial modeling, making him a well-rounded leader in the consulting services industry. Evan's innovative approach led to the development of automated processes that significantly improved reporting efficiency in his previous roles. He holds a Master of Accounting and a Bachelor of Business Administration from the University of Michigan, where he specialized in Accounting and Finance. Outside of work, he is passionate about leveraging technology to enhance financial operations.

Evan`s contact details

mail

*******@umich.edu

**********@deloitte.com

**************@geowealth.com

Colleagues

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Peter Macioch

VP, Operations

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Polly Matejovsky

VP, Product Manager

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Brendan Falls

EVP, Chief Growth Officer

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Shelby Kueser

Vp, Head Of Enterprise Services

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Eric Barr

Vice President Of Business Development

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Josh Hagar

SVP, Enterprise & Partnerships

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Katie Genaze

SVP, Head of Marketing

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Bethany Riesenberg

Senior Vice President, Finance

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Clifford Schoeman

EVP Chief Product Officer

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Colin Falls

CEO & Board Member

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