Matt Covelli

Kyle D. Clark *
Client Relationship Manager

916-924-7527
Email Kyle

My Philosophy
Most people desire to have a stress-free financial life. This isn’t achieved overnight. You have to set goals and milestones to measure your financial progress. Keep them simple. With clear cut goals and milestones to aim for and ultimately achieve, you will feel empowered and relaxed. I want to help you get there.

My Specialties

  • Financial statement analysis
  • Analyzing financial projections
  • Commercial lending
  • Portfolio management

My Interests

  • Golfing
  • Fishing
  • Soccer
  • Snowboarding
  • Spending time with my wife and son

My Qualifications

  • Currently pursuing Series 7 licensing, General Securities Representative
  • Currently pursuing Series 66 licensing, Uniform Combined State Law
  • Graduate Commercial Lending School (2012)
  • Commercial Lending School (2006)
  • B.S., Business Administration, University of the Pacific (2005)

My Experience

  • 2015 – (Present) Client Relationship Manager
  • 2005 – 2015 Commercial/Business Banking Relationship Manager

*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.

 

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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.

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Call Us at 916-924-7527