Deep Enrich
Joe Monteleone
Principal
253 followers
Dallas-Fort Worth Metroplex
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About me
Advisory Services
Education
Southeastern Louisiana University
-Bachelor of Business Administration - BBA Accounting and Finance
Texas Christian University
-Master of Liberal Arts Philosophy, History, Political Science
Experience
Deloitte (Accounting Firm)
Jan 1989 - Dec 1991PrincipalPrincipal
Joseph A. Monteleone, CPA
Sept 1991 - nowCEOI am a CPA with significant experience in wealth and financial management services. My practice focus since 2001 is family office management including private foundation executive director, investment and grant management services. Prior associations include partner and principal positions with national accounting firms.
The Morris Foundation
Jan 1995 - Dec 2017Executive Director
Licenses & Certifications
Certified Public Accountant
AICPANov 1972
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