Accounting & Administration
Mrs. Perry serves as senior accounting and administrative associate of Crestmoor Capital Partners.
Mrs. Perry earned her B.B.A. in Accounting from Baylor University in 1994 and her CPA in 1997. She worked in public accounting for 18 years first at Ernst & Young then at Holtzman Partners. During this time she worked on clients in numerous industries including healthcare, technology, manufacturing and benefit plans. For 10 years, she specialized in Employee Benefit Plan audits and managed over 50 plans including 401(k), profit sharing, and defined benefit plans. After leaving public accounting, she managed the family office of Downstream Investments, LLC. Responsibilities include cash management, insurance, tax management and investment management.