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Katie McDaniel

Katie McDaniel

Audit Intern

Followers of Katie McDaniel490 followers
location of Katie McDanielLittle Rock, Arkansas, United States

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  • Timeline

  • 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