Katie McDaniel

Katie mcdaniel

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location of Katie McDanielLittle Rock, Arkansas, United States
Phone number of Katie McDaniel+91 xxxx xxxxx
  • Timeline

    Jun 2017 - Aug 2017

    Audit Intern

    Crowe Horwath LLP
    Jun 2018 - Oct 2021

    Auditor Experienced

    Federal Reserve Bank of Kansas City
    Current Company
    Oct 2021 - now

    Managing Director

    Naviter Wealth
  • About me

    Managing Director at Naviter Wealth

  • Education

    • Benedictine college

      2014 - 2018
      Bachelor's degree accounting and finance

      Activities and Societies: Women's Soccer, Investment Club, Enactus, Ravens Respect Life, Benedictine Intramurals

  • Experience

    • Crowe horwath llp

      Jun 2017 - Aug 2017
      Audit intern
    • Federal reserve bank of kansas city

      Jun 2018 - Oct 2021
      • Auditor Experienced

        Jan 2021 - Oct 2021
      • Auditor

        Jul 2019 - Jan 2021
      • Associate Auditor

        Jun 2018 - Jun 2019
    • Naviter wealth

      Oct 2021 - now

      Naviter Wealth is a private and independent wealth management firm focused on helping families navigate notable liquidity events and executives of publicly traded companies manage their wealth. Guided by a strong value system, we strive to be accountable, reverent, prudent, and conscientious in everything we do. Our independence enables us to leverage a wide range of best-in-class resources and innovative strategies to build and preserve your legacy. Discover what it’s like to engage with a highly responsive, service-oriented team that understands your challenges and can anticipate your needs. Partner with us at https://naviterwealth.com. Show less

      • Managing Director

        Jan 2023 - now
      • Financial Analyst

        Oct 2021 - Jan 2023
  • Licenses & Certifications

    • Certified public accountant (cpa)

      Missouri division of professional registration
      Oct 2020
    • Certified financial planner (cfp)

      Cfp board
      Sept 2023