Katie L.

Katie L. Email and Phone Number

Vice President, Shareholder Services at AmWINS Group @ Amwins
charlotte, north carolina, united states
Katie L.'s Location
Charlotte, North Carolina, United States, United States
Katie L.'s Contact Details

Katie L. personal email

n/a
About Katie L.

Katie L. is a Vice President, Shareholder Services at AmWINS Group at Amwins. She possess expertise in cpa, personal financial planning, financial analysis, tax preparation, tax and 6 more skills.

Katie L.'s Current Company Details
Amwins

Amwins

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Vice President, Shareholder Services at AmWINS Group
charlotte, north carolina, united states
Website:
amwins.com
Employees:
2278
Katie L. Work Experience Details
  • Amwins
    Vice President, Shareholder Services
    Amwins Jan 2023 - Present
    View
  • South Summit Capital Management, Llc
    Cfo
    South Summit Capital Management, Llc Sep 2018 - Dec 2022
    Family office executive responsible for financial reporting and analysis, tax planning and compliance, trust and estate planning and implementation, cash flow management, special projects, risk management, budgeting, employee benefits, and human resources.
  • John M. Belk Endowment
    Cfo
    John M. Belk Endowment Sep 2018 - Dec 2022
    Private foundation executive responsible for financial reporting and analysis, special projects, leading the filing of the federal 990-PF tax return, cash flow management, RMD analysis, risk management, employee benefits and human resources.
    View
  • Pwc
    Tax Director - Private Client Services
    Pwc Aug 2016 - Aug 2018
    Tax Director in PwC's Private Company Services group providing tax compliance and consulting services to individuals and privately-held companies with a special focus on high net worth individuals, trusts, pass-through entities, estates and private foundations.
    View
  • Bank Of America
    Analyst - Executive Advisory Services
    Bank Of America Sep 2007 - Aug 2016
    Worked on a team that provided highly confidential, individualized tax and personal financial planning advice to high net worth executives internally. I managed the tax relationships, serving as the tax specialist and main contact, and supported financial advisors in delivering comprehensive financial planning - including retirement, charitable, estate, insurance and education planning.
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  • Lba Haynes Strand, Pllc
    Tax Senior Associate
    Lba Haynes Strand, Pllc Sep 2006 - Aug 2007
    View
  • Pwc
    Tax Senior Associate - Private Company Services
    Pwc Sep 2003 - Aug 2006
    View

Katie L. Skills

Cpa Personal Financial Planning Financial Analysis Tax Preparation Tax Finance Financial Accounting Strategic Financial Planning Income Tax Tax Accounting Certified Financial Planner

Katie L. Education Details

Frequently Asked Questions about Katie L.

What company does Katie L. work for?

Katie L. works for Amwins

What is Katie L.'s role at the current company?

Katie L.'s current role is Vice President, Shareholder Services at AmWINS Group.

What is Katie L.'s email address?

Katie L.'s email address is ka****@****ica.com

What schools did Katie L. attend?

Katie L. attended University Of North Carolina At Chapel Hill, University Of North Carolina At Chapel Hill.

What skills is Katie L. known for?

Katie L. has skills like Cpa, Personal Financial Planning, Financial Analysis, Tax Preparation, Tax, Finance, Financial Accounting, Strategic Financial Planning, Income Tax, Tax Accounting, Certified Financial Planner.

Who are Katie L.'s colleagues?

Katie L.'s colleagues are Belinda Johnson, Andrew Phillips, Kelli Labastie, Mike Masucci, Veronica Louwien, Monica Moehrke, Peter Leskody.

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