Katie Location
- Houston, TX, US
Katie Work
- 2023 -now Managing Director @
- 2018 -2023 Senior Manager @
- 2013 -2018 Senior Vice President @
- 2013 -2014 Vice President @
- 2011 -2013 Vice President @
- 2008 -2011 Senior Associate @
- 2006 -2008 Analyst @
Katie Education
- The University of Texas at Austin - The Red McCombs School of Business
BBA (Finance)
2002-2006 - The University of Texas at Austin
Bachelor of Business Administration (BBA)
Katie Skills
- Valuation
- DCF
- Financial Modeling
- Business Valuation
- Private Equity
- Equity Valuation
- Due Diligence
- Corporate Finance
- Finance
- Equity Research
- Equities
- Investment Banking
- Financial Analysis
- Bloomberg
- Mergers & Acquisitions
- Mergers and Acquisitions
Katie Summary
- Katie, based in Houston, TX, US, is currently a Managing Director at Whitley Penn. Katie brings experience from previous roles at KPMG, The BVA Group LLC and Duff & Phelps. Katie holds a 2002 - 2006 BBA in Finance @ The University of Texas at Austin - The Red McCombs School of Business. With a robust skill set that includes Valuation, DCF, Financial Modeling, Business Valuation, Private Equity and more. Katie has 2 emails and 1 mobile phone numbers on RocketReach.
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