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Katy Lippert

Vice President, Client Success Manager

Los Angeles, California

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Work:
Employment History of Katy Lippert

AgilLink

Vice President, Client Success Manager

Curated Wealth Partners

Senior Manager - Family Office Services

Savitsky, Satin, and Bacon

Account Manager

Perry, Neidforf & Grassl, LLP

Account Manager

Freemark Financial, LLP

Account Executive

Holthouse Carlin & Van Trigt LLP

Account Supervisor

Schools:
Schools Attended by Katy Lippert

Santa Monica College

University of Minnesota-Twin Cities

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