Partners, principals and associates

Anna Kooi Westchester

One Westbrook Corporate Center
Westchester, IL 60154

Tel:

630.928.1455


Email: anna.kooi@wipfli.com

Anna Kooi, CPA

National Financial Services Industry Leader, Partner

Anna Kooi is a partner in Wipfli’s financial services practice with more than 20 years of experience in serving a variety of public and private clients in the financial services industry. She has advised clients ranging from startups to Fortune 50, bringing deep industry knowledge to the clients she services. In addition to core audit work, Anna has experience in attestation engagements including internal audit, agreed-upon procedures, and examination engagements. She has advised startups from proof of concept through exit strategies and is accomplished in buy-sell due diligence, IPOs, and strategy consulting.

Certifications:

  • Certified Public Accountant

Professional Memberships and Activities

  • American Institute of Certified Public Accountants (AICPA) - Member
  • Illinois CPA Society (ICPAS) - Member
  • Illinois Bankers Association (IBA) - Member
  • Insurance Accounting and Systems Association (IASA) - Past chapter president
  • Wisconsin Insurance Accountants - Member
  • The Institute of Internal Auditors (IIA) - Member

Areas of Focus

  • Consulting
  • Audit and accounting
  • Technology
  • Insurance, banking, and asset management
  • Financial institutions
  • Attestation, review, and examination

Industries

Financial Services

Education

University of Wisconsin-Whitewater
  • Bachelor of business administration degree in accounting