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Kate Lytle is a seasoned finance professional with 20+ years of experience in private equity, business strategy, and corporate development. She has held various roles in finance, accounting, and bookkeeping, including Financial Director, Corporate Controller, and Bookkeeper. Kate holds a BBA degree from the University of San Diego and is a certified QuickBooks ProAdvisor. With expertise in financial modeling, business planning, and due diligence, Kate has worked with various companies, including Enterey Consulting, Tech Coast Angels, and GearShift Advertising. She has also worked in the startup and venture capital sectors, providing financial support and guidance to companies in need of restructuring and corporate development.

Credentials

  • Intuit QuickBooks Certified ProAdvisor Online
    Intuit
    May, 2020
    - Apr, 2026

Experience

Education

  • 1986 - 1990
    University of San Diego
    BBA, Business Administration

Suggested Services

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Industry Focus. “Investment Banking”

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