Kalie is responsible for all internal finance, accounting, and external financial reporting for Five Elms. This includes coordination of yearly tax preparation and fund audits, quarterly banking compliance, and quarterly financial statement updates for the fund.
Prior to joining Five Elms, Kalie worked at Haskel and White LLP, an Orange County, CA public accounting firm that was primarily focused on providing tax services to real estate companies. Before working with Haskel and White, she spent four years working at McGladrey, providing tax planning and preparation services to middle market companies.
Kalie grew up in Yorba Linda, CA and moved to Kansas City with her husband Matt in August 2013. She enjoys taking walks with their dog Blue, cooking, and a good Will Ferrel quote. Kalie has one daughter, Olivia, who keeps her quite busy, especially with their frequent travels to California to visit family.
BS in Accounting, San Diego State University
MS in Taxation, California State University, Fullerton