Katharine Marsh is the CFO Tax and Operations Manager at Assure. Katharine has a deep background as a tax specialist. She has previously worked for The Wolfe Group, PC and was the Assistant Controller at ITT Corporation, where she managed a $1 million budget with the responsibility of reducing costs of 15% over a two-year period. She successfully started Jacobs Financial LLC growing the company from the ground up ending with 300 accounting/tax clients.
Mrs. Marsh graduated from Cal State Fullerton with a BS in business administration. She is also an Enrolled IRS agent as well as a certified CPA and CFA. Kathy is also a Fellow- NTPI (National Tax Practitioner Institute) and has her Security License: Series 7, 66 & 23.