CL

Casey Lichter

Manager, Fp&a at Point B

Casey Lichter has a diverse work experience spanning several industries. They began their career as a Delivery Specialist at Domino's in 2013 and worked there until 2015. In 2014, they worked as a Claims Technical Assistant at Gallagher Bassett Services, Inc., before transitioning to the role of Investment Banking Spring/Summer Analyst at Cappello Group, Inc. from 2016 to 2016.

In 2016, Casey joined First Republic Private Wealth Management as a Wealth Management Intern, where they worked until 2017. They then joined Houlihan Lokey as an Investment Banking Summer Analyst for a few months. Casey continued working at Houlihan Lokey as an Investment Banking Analyst from 2018 to 2021.

In 2021, Casey moved to Ruggable and held the position of Associate Manager, Finance until 2022. Currently, they are working at Point B as a Manager, FP&A, starting in November 2022.

Casey Lichter received a Bachelor's Degree in Economics from UCLA, where they studied from 2015 to 2018. Before attending UCLA, Casey attended Saddleback College from 2014 to 2015, focusing on Economics. Additionally, Casey obtained certifications in Series 63 and Series 79 from FINRA in September 2018.

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Timeline

  • Manager, Fp&a

    November, 2022 - present

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