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James WIlliams

CFO

James Williams Jr. is co-founder and lead CFO at Next Level Financial. He holds a Chartered Financial Analyst (CFA), one of the highest designations in the finance profession. James is passionate about helping mission-driven organizations grow, build value, and operate more efficiently. James has extensive experience in accounting, investments, real estate development, and asset management. He enjoys working out, playing drums, and family time with his wife and three kids.

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