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Katie McDaniel
Analyst-Equity at Naviter Wealth LLC
Profile
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.
Katie McDaniel active positions
Companies | Position | Start |
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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 |
Former positions of Katie McDaniel
Companies | Position | End |
---|---|---|
Federal Reserve Bank of Boston | Corporate Officer/Principal | 01/10/2021 |
Training of Katie McDaniel
Benedictine College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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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 |
Federal Reserve Bank of Boston | Government |
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