Katy Lippert Location
- Los Angeles, CA, US
Katy Lippert Work
- 2026 - now Vice President, Sales @
- 2022 - now Vice President, Client Success Manager @
- 2020 - 2022 Account Manager @
- 2019 - 2020 Senior Manager - Family Office Services @
- 2011 - 2018 Account Supervisor @
- 2010 - 2011 Account Executive @
- 2006 - 2010 Account Manager @ Perry, Neidforf & Grassl, LLP
Katy Lippert Education
- University of Minnesota-Twin Cities
- Santa Monica College
- Santa Monica College
Associate of Arts - AA (Liberal Arts and Sciences/Liberal Studies)
Katy Lippert Skills
- Business Management
- Financial Analysis
- Financial Reporting
- Budgets
- Accounting
- Account Reconciliation
- Financial Accounting
- Income Tax
- QuickBooks
- Tax
- General Ledger
- Customer Service
- Payroll
- Family Office
- Microsoft Word
- Event Planning
- Management
- Microsoft Excel
- Microsoft Office
Katy Lippert Summary
- Katy Lippert, based in Los Angeles, CA, US, is currently a Vice President, Sales at AgilLink. Katy Lippert brings experience from previous roles at AgilLink, Ground Control Business Management, Curated Wealth Partners and Holthouse Carlin & Van Trigt LLP. Katy Lippert holds a University of Minnesota-Twin Cities. With a robust skill set that includes Business Management, Financial Analysis, Financial Reporting, Budgets, Accounting and more. Katy Lippert has 4 emails and 3 mobile phone numbers on RocketReach.
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