Assistant Vice President, Finance & Operations
Kaitlyn (Katie) Li is an Assistant Vice President, Finance & Operations at Kinzie Capital Partners. She assists in all facets of operations including finance, fund administration and investor relations.
Prior to joining Kinzie, Katie worked at Baird & Warner where she managed financial reporting compliance and residential mortgage portfolios, focusing on operation enhancement. Additionally, she administered loan warehouse funding and helped manage real estate closing and escrow processes.
Katie is a Certified Public Accountant, holding an M.S.A. (Master of Science in Accountancy) from Loyola University Chicago and a B.S. in Computer Science from Kennesaw State University in Georgia.
Katie is fluent in Mandarin Chinese and Korean. She enjoys bowling, barbecue, hiking and hot yoga. Katie is passionate about the culture and history of tea, and enjoys traveling around the world to experience tea traditions from different regions.