Katie is an Audit & Assurance Senior Manager at Deloitte & Touche LLP in the firm’s Financial Services Industry (“FSI”) practice. During her 12 years with the firm, Katie has served in roles with progressively increasing responsibilities on audit engagements of mutual funds and collective investment trusts. Her experience includes the planning and execution of all aspects of mutual fund audits, reviewing financial statements, SEC reporting and related filings, monitoring the work of specialists to address valuation matters, researching reporting and technical issues, and managing the execution of high-volume audits in a deadline-driven environment.
Katie is a member of the Deloitte New England Growth Council, which builds community and client relationships, develops professionals’ leadership skills and recognizes success throughout the New England practice. Katie assists with the development, compilation, and analysis of Deloitte’s annual Fair Valuation Pricing Survey and presents key themes arising from the compiled survey results to various industry groups. She was a part of the National Audit & Assurance Faculty, facilitating Deloitte’s national training for interns, new hires and experienced staff & seniors. She also has previously served as an investment management industry fellow, working with partner champions on technical issues and research.
Katie is a CPA in Massachusetts and member of American Institute of Certified Public Accountants (AICPA) and Massachusetts Society of Certified Public Accountants (MSCPA).
She earned her Master of Science in Accounting from Northeastern University and Bachelor of Science in Business Administration (Concentration: Accounting) from Northeastern University.