Margie Carmody

CPA
mcarmody@monetagroup.com
Margie Carmody, CPA, brings over five years of Big Four public accounting experience to her new role as a Senior Client Service Manager for CWCJ. Margie was a Manager in KPMG's Kansas City audit practice where she primarily served clients in the investment management and broker-dealer industry while also gaining valuable experience with nonprofit foundations and professional sports teams. Her KPMG training provided Margie with the opportunity to hone her client service and project management skills working in a highly collaborative environment, making her a perfect fit for CWCJ. "It's exciting to join this client-centric and highly experienced team to help launch an office in my hometown of Kansas City - it was simply an opportunity I just could not pass up," said Margie. Margie graduated with highest distinction from the University of Kansas, receiving both a master's degree and bachelor's degree in Accounting. She subsequently earned her CPA license and is a member of both the American Institute of Certified Public Accountants and the Missouri Society of Certified Public Accountants. Margie is now actively pursuing her CFP® designation. In addition to serving clients, Margie also serves her community. She is currently Board Treasurer for Youth Ambassadors, a local nonprofit employment program for underserved youth. She is also a Big Sister in the Big Brothers Big Sisters ACES Program, which provides high school students with Individualized Student Success plans, career and skill development workshops, college resources, and access to internships and employment opportunities. During her free time, Margie enjoys staying active outdoors, traveling, and spending time with her cat, Willis.

EDUCATION

  • B.S., Accounting, University of Kansas
  • M.S., Accounting, University of Kansas

PROFESSIONAL DEVELOPMENT

  • Certified Public Accountant (CPA)

COMMUNITY INVOLVEMENT

  • Board Treasurer, Youth Ambassadors, Kansas City
  • Big Brothers Big Sisters of Kansas City, Big Sister volunteer