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Katie Stephens Location
Boston, MA, US
Katie Stephens Work
Controller - Family Office @ (June 2025 - Present)
Vice President - Code of Ethics and Solutions Management @ (March 2022 - June 2025)
Fund Controller @ (July 2014 - March 2022)
Audit Manager @ (September 2007 - July 2014)
Katie Stephens Education
Merrimack College
Business (Business)
2003-2007
D'Amore-McKim School of Business at Northeastern University
Masters (Accounting)
Katie Stephens Skills
US GAAP
Budgets
Project Management
Microsoft Office
Research
Leadership
Internal Controls
Financial Analysis
Financial Reporting
Accounting
Auditing
Katie Stephens Summary
Katie Stephens, based in Boston, MA, US, is currently a Controller - Family Office at Audax Group. Katie Stephens brings experience from previous roles at Wellington Management and PwC. Katie Stephens holds a 2003 - 2007 Business in Business @ Merrimack College. With a robust skill set that includes US GAAP, Budgets, Project Management, Microsoft Office, Research and more. Katie Stephens has 1 emails on RocketReach.
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