Katie Lindquist's Location
Charlotte, NC, US
Katie Lindquist's Work
- Vice President, Shareholder Services @ Amwins
- CFO @ South Summit Capital Management, LLC
- CFO @ John M. Belk Endowment
- Tax Director - Private Client Services @ PwC
- Analyst - Executive Advisory Services @ Bank of America
- Tax Senior Associate @ LB&A, Certified Public Accountants, PLLC
- Tax Senior Associate - Private Company Services @ PwC
Katie Lindquist's Education
- University of North Carolina at Chapel Hill
Master of Accounting
2002 - 2003 - University of North Carolina at Chapel Hill
BS in Business Administration
1999 - 2002
Katie Lindquist's Skills
- CPA
- Personal Financial Planning
- Financial Analysis
- Tax Preparation
- Tax
- Finance
- Financial Accounting
- Strategic Financial Planning
- Income Tax
- Tax Accounting
Katie Lindquist's Summary
Katie Lindquist, based in Charlotte, NC, US, is currently a Vice President, Shareholder Services at Amwins, bringing experience from previous roles at South Summit Capital Management, LLC, John M. Belk Endowment, PwC and Bank of America. Katie Lindquist holds a 2002 - 2003 Master of Accounting @ University of North Carolina at Chapel Hill. With a robust skill set that includes CPA, Personal Financial Planning, Financial Analysis, Tax Preparation, Tax and more, Katie Lindquist contributes valuable insights to the industry. Katie Lindquist has 3 emails and 1 mobile phone number on RocketReach.
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