
- Timeline
- About me- Managing Director at Naviter Wealth 
- Education - Benedictine college2014 - 2018Bachelor's degree accounting and finance- Activities and Societies: Women's Soccer, Investment Club, Enactus, Ravens Respect Life, Benedictine Intramurals 
 
- Experience - Crowe horwath llpJun 2017 - Aug 2017Audit intern
 - Federal reserve bank of kansas cityJun 2018 - Oct 2021- Auditor ExperiencedJan 2021 - Oct 2021
- AuditorJul 2019 - Jan 2021
- Associate AuditorJun 2018 - Jun 2019
 
 - Naviter wealthOct 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 DirectorJan 2023 - now
- Financial AnalystOct 2021 - Jan 2023
 
 
- Licenses & Certifications - Certified public accountant (cpa)Missouri division of professional registrationOct 2020
 - Certified financial planner (cfp)Cfp boardSept 2023
 
- Recommendations - Mohammed saqib jawedSystems Administrator at ABLE UK (Advanced Behavioural Learning Environment)Sharjah Emirate, United Arab Emirates
 - Khushi poddarProduct Developer at EdgeVerveDelhi, India
 - Kimberly farrellHuman Resources Business Partner at Marshalls Distribution CtrWoodbury, New Jersey, United States
 - Rosa cabezas venturaExperta en desarrollo de Equipos y Coaching Ejecutivo.Greater Barcelona Metropolitan Area
 - Álvaro orgazData Analyst and Media Service Delivery Manager en Smart ProtectionMadrid, Community of Madrid, Spain
 - Jerry luSales Manager - Multicultural Markets at Tom Harris CellularGreater Vancouver Metropolitan Area
 - Pavan kishore patnamPGDM | Marketing & Operations | VJIM | Aspiring sales & Marketing professional : analyze trends, ada...Hyderabad, Telangana, India
 - Ginika e. egwuonwuFounder @ The Closed Circuit Group| Using technology to bridge the trust deficit gaps for collectivi...City of Johannesburg, Gauteng, South Africa
 - Fitrah aldiIndustrial Engineering | Staff PPIC at Formosa Ingredient FactoryKota Tangerang, Banten, Indonesia
 - Somay rustagiLeadSquared B2B SaaS Sales | Sales & Marketing Automation | Ex- TTK | FORE '21Delhi, India
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