Joseph Covelli laid the foundation for his career in financial services as an undergraduate accounting major at The George Washington University in Washington, D.C. His excellent grades earned him membership into the National Society of Collegiate Scholars, an honor society that recognizes students who place in the top 20 percent of their class. While still in school, Joseph Covelli accepted a post at a local branch of Commerce Bancshares, Inc. As Branch Manager, he directed a range of operational activities, including conducting monthly audits and preparing ongoing marketing plans and pipeline reports. After his graduation in 2006, Mr. Covelli remained with Commerce Bank.
The following year, Joseph Covelli moved to New York City after accepting a position as Senior Accountant with the global professional services firm KPMG LLP. In addition to holding responsibility for auditing financial statements, such as Form 10-K and 10-Q filings, he served as the key intermediary between the company and marquee clients like Citigroup Inc., and Dreyfus Mutual Funds. In 2009, he left KPMG for an opportunity with Manhattan-based Geller & Company LLC, a consulting firm which focuses on wealth management, strategic CFO consulting, financial reporting, accounting, tax advice, and family office services. While serving as Senior Accountant, Joseph Covelli carried out a multitude of accounting and analytical tasks, ranging from forecasting cash flow to reconciling general ledger entries.
Today, Joseph Covelli resides in Dallas, Texas. Building on his industry knowledge, Mr. Covelli is pursuing an MBA at The University of Texas at Dallas. In his leisure time, he supports the American Society for the Prevention of Cruelty to Animals and Best Friends Animal Society, which operates the nation's largest shelter for abused and neglected animals.