2022 -2023 Manager, Wealth Tax and Client Services @
2018 -2022 Senior Associate, Tax Services @
2015 -2018 Associate, Tax Services @
2008 -2015 Business Affairs Coordinator @
2006 -2007 Intern @
2006 -2006 Intern @
Katie Wallace Education
University of North Carolina at Charlotte - Belk College of Business
Master of Accounting
2013-2015
Wake Forest University
Double Major- Communications and French
2003-2007
Katie Wallace Skills
Event Planning
Management
Public Relations
Marketing Communications
Social Media
Marketing
Event Management
Accounting
Accounts Payable
Sports Marketing
Advertising
Sports
Accounts Receivable
Social Media Marketing
Sponsorship
Katie Wallace Summary
Katie Wallace, based in Charlotte, NC, US, is currently a CFO, Family Office at Madison Capital Group Holdings, LLC. Katie Wallace brings experience from previous roles at Choreo and GreerWalker CPAs and Advisors. Katie Wallace holds a 2013 - 2015 Master of Accounting @ University of North Carolina at Charlotte - Belk College of Business. With a robust skill set that includes Event Planning, Management, Public Relations, Marketing Communications, Social Media and more. Katie Wallace has 2 emails and 1 mobile phone numbers on RocketReach.
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