Kathleen Andersen Email & Phone Number
Staff Accountant @ Gift CPAs
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Kathleen Andersen Location
- Lancaster, PA, US
Kathleen Andersen Work
- 2025 -now Staff Accountant @
- 2022 -2025 Seasonal Tax Preparer @ RG Tax Services
- 2000 -2024 Senior Investment Associate @
Kathleen Andersen Education
- Penn State World Campus
Bachelor of Science (Accounting)
2016-2021 - Penn State World Campus
Associate's degree (Business Administration and Management, General)
2012-2016
Kathleen Andersen Skills
- Estate Administration
- Series 63
- Microsoft Office
- Portfolio Management
- Customer Satisfaction
- Microsoft Excel
- Customer Relations
- Accounting
- CMS
- Customer Service
- ThomsonOne
- Financial Analysis
- Licensed to Sell
- Financial Services
- Financial Planning
- Series 7
- Information Analysis
- Customer Retention
- Event Planning
- Regulation Compliance
- Team Leadership
- Team Collaboration
- Administrative Support
- Customer Relationship Management
- Relationship Building
- Bloomberg Terminal
- Calendar Management
- Training
- Accounting Processes
- Investment Accounts
- Workflow Management
- Reporting
Kathleen Andersen Summary
- Kathleen Andersen, based in Lancaster, PA, US, is currently a Staff Accountant at Gift CPAs. Kathleen Andersen brings experience from previous roles at RG Tax Services and RBC Wealth Management. Kathleen Andersen holds a 2016 - 2021 Bachelor of Science in Accounting @ Penn State World Campus. With a robust skill set that includes Estate Administration, Series 63, Microsoft Office, Portfolio Management, Customer Satisfaction and more. Kathleen Andersen has 1 emails and 3 mobile phone numbers on RocketReach.
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