Kellie Cowart

Senior Fund Accountant at Waverly Advisors, LLC

Kellie Cowart has had a diverse work experience spanning multiple industries and roles. Kellie began their career in 2013 as a Retail Management Intern at Nordstrom, where they later transitioned to the role of Sales Specialist. In this position, they built strong client relationships, provided exclusive designer products, and maintained a visually appealing storefront. Kellie transitioned into the finance industry in 2015, working as a Property Accountant at Greenleaf Management, LLC. Kellie then moved on to CARROLL in 2016, where they worked as a Senior Accountant for nearly five years. Following that, Kellie joined Pegasus Residential as a Senior Accountant in 2021. Kellie continued their career in finance by becoming a Senior Fund Accountant at SS&C GlobeOp in 2022 before transitioning to their current role at Waverly Advisors, LLC as a Senior Fund Accountant in February 2023.

Kellie Cowart completed their education at two universities. From 2013 to 2015, they attended Georgia State University, where they obtained a Bachelor of Business Administration (BBA) degree in the field of Business Administration, Management, and Operations. Prior to that, from 2010 to 2012, they attended the University of West Georgia, majoring in Business Administration, Management, and Operations. However, it is not specified whether they completed a degree at the University of West Georgia.

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Timeline

  • Senior Fund Accountant

    February, 2023 - present