Lisa Robbins Percetti, Cpa
About Lisa Robbins Percetti, Cpa
Lisa Robbins Percetti, CPA, is the Manager of Operations Integrity and Quality Control at SEI in Oaks, Pennsylvania. She has extensive experience in financial services assurance and a strong background in quality control.
Manager, Operations Integrity and Quality Control at SEI
Lisa Robbins Percetti serves as the Manager of Operations Integrity and Quality Control at SEI in Oaks, Pennsylvania. In this role, she is responsible for overseeing quality control measures and ensuring operational integrity. Her role at SEI leverages her extensive experience in the financial services sector and her expertise as a Certified Public Accountant (CPA).
Financial Services Assurance Experience at EY
Prior to her current role, Lisa Robbins Percetti worked at EY in various capacities over six years. She began as a Financial Services Assurance Staff in Philadelphia, Pennsylvania, from 2015 to 2017. She then advanced to Financial Services Assurance Senior from 2017 to 2019, and finally to Financial Services Assurance Manager from 2019 to 2021. During her tenure at EY, she gained comprehensive experience in financial assurance and auditing.
Educational Background in Accounting and Finance
Lisa Robbins Percetti completed her undergraduate studies at Shippensburg University of Pennsylvania, earning a Bachelor's Degree in Accounting and Finance from 2011 to 2015. She also holds a high school diploma from St. Hubert Catholic High School for Girls, where she studied from 2007 to 2011. Her academic background laid a solid foundation for her career in financial services.
Early Career and Internships
Lisa Robbins Percetti's early career includes valuable internship and part-time experiences. She served as an Audit Intern at EisnerAmper LLP from 2013 to 2014 in Jenkintown, PA, where she gained critical auditing experience. Additionally, she worked as a Phonathon Caller at Shippensburg University Foundation for 11 months in 2013, and as a Finance and Accounting Tutor at Shippensburg University from 2014 to 2015, helping students understand complex financial concepts.
Customer Service Experience
Lisa Robbins Percetti began her career in customer service as a Cashier at Shoprite in Philadelphia, PA, where she worked from 2011 to 2013. This role helped her develop essential communication and customer service skills, providing a solid start to her professional journey.