WHO WE ARE

Education
• University of Mississippi (2006)
Bachelor of Business Administration: Managerial Finance;
emphasis in Corporate Finance
• Mississippi College, summa cum laude (2010)
Certificate of Accounting

Professional Affiliations (Present and Past)
• Junior League of Jackson
• Ole Miss Alumni Association
• Phi Mu Alumnae Association

Work Experience
• GranthamPoole (August 2008-Present), Manager
• Local Accounting Firm (January 2008-June 2008), Staff Accountant
• National Wealth Management Firm (September 2006-October 2007), Financial Analyst

Practice Areas
• Tax Planning & Return Preparation for Corporations, Partnerships, Non-Profit Entities and Individuals Services to Law Firms
• Business Valuations
• Non-Profit
• Financial Planning

Industry Specialization
• Tax Services
• Litigation Support
• Non-Profit Organizations
• Financial Planning

Civic/Community Involvement (Present and Past)
• Junior League of Jackson Stewpot Lunch and Learn summer camp
• Junior League of Jackson Jackson Public Schools summer camp
• Junior League of Jackson 75th Anniversary Committee
• Junior League of Jackson Provisional Project Advisor
• Phi Mu Fraternity Membership Adviser for Epsilon Chapter at Milsaps University

Personal
Katie is married to Jake Banks and they have one daughter, Lainey. In her spare time, Katie enjoys volunteering with the Junior League of Jackson, traveling, Ole Miss sports, and spending time with family.