Katie McDaniel
Analyst-Equity chez Naviter Wealth LLC
Profil
Katie McDaniel is currently a Director at Naviter Wealth LLC.
Previously, she worked as an Auditor at the Federal Reserve Bank of Boston from 2018 to 2021.
She completed her undergraduate degree at Benedictine College in 2018.
Postes actifs de Katie McDaniel
| Sociétés | Poste | Début |
|---|---|---|
Naviter Wealth LLC
 Naviter Wealth LLC Investment ManagersFinance Naviter Wealth LLC is a registered investment advisor and wealth management firm headquartered in Little Rock, Arkansas. The firm was founded in 2020 and is a wholly owned subsidiary of Naviter Holdings LLC. Naviter Wealth offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. | Analyst-Equity | 01/10/2021 |
Anciens postes connus de Katie McDaniel
| Sociétés | Poste | Fin |
|---|---|---|
| Federal Reserve Bank of Boston | Corporate Officer/Principal | 01/10/2021 |
Formation de Katie McDaniel
| Benedictine College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
| Federal Reserve Bank of Boston | Government |
Naviter Wealth LLC
Naviter Wealth LLC Investment ManagersFinance Naviter Wealth LLC is a registered investment advisor and wealth management firm headquartered in Little Rock, Arkansas. The firm was founded in 2020 and is a wholly owned subsidiary of Naviter Holdings LLC. Naviter Wealth offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, and retirement plans. | Finance |
