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Photo of team member Katelyn E. Swasey

Katelyn E. Swasey

P: 801.428.1628
F:
kswasey@rockymountainadvisory.com

Resume

Background & Experience

Ms. Swasey is an Associate at Rocky Mountain Advisory, LLC.
Previously, she worked as an Audit Intern at BDO. Prior to that, she
worked as a Graduate Assistant for the School of Accountancy at Idaho
State University. She also has experience in corporate accounting as an
Accounting Clerk. Ms. Swasey holds a Master of Accountancy and
Master of Business Administration from Idaho State University and is
working to complete the CPA Exam.

Employment History

July 2022 to Present
Rocky Mountain Advisory, LLC
Salt Lake City, UT
Associate

June 2022 to July 2022
BDO USA, LLP
Salt Lake City, UT
Audit Intern

August 2021 to May 2022
Idaho State University
Pocatello, ID
Graduate Assistant

May 2019 to May 2021
Collective Medical Technologies, Inc.
Cottonwood Heights, UT
Accounting Clerk

Education

Idaho State University, Pocatello, Idaho
Master of Accountancy, 2022

Idaho State University, Pocatello, Idaho
Master of Business Administration, 2022

Utah State University, Logan, Utah
BS Accounting, 2020

Utah State University, Logan, Utah
Criminal Justice Minor, 2020

Utah State University, Logan, Utah
Anticipatory Intelligence Minor, 2020

Professional Memberships

  • Association of Certified Fraud Examiners

Experience


Investigations

Assisted in a fraud investigation identifying misappropriated client funds
through analyzing bank accounts and tracing inflows and outflows of
cash. Prepared schedules outlining suspected fraud for use in court.

Tax Preparation

Experienced in preparation of income tax returns for Corporations SCorporations,
Partnerships, Trusts, Non-Profits, and Individuals.
Experienced in preparation of tax returns for taxpayers in Chapter 7 and
Chapter 11 Bankruptcy.

References

Available upon request

Contact our offices at 801.428.1600