Concorde Investment Services
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Concorde Investment Services Employees
Concorde Investment Services January 2015 - Present
St. David's School 2012 - 2014
Accounting and Financial Consultant January 2008 - September 2012
Ernst & Young 1995 - 2007
Education
UNC Chapel Hill 1990 — 1995
MSA, Business and Accounting
Concorde Investment Services 2014 - Present
Regional Air Alliance of West Michigan 2010 - 2014
LeighFisher 2006 - 2010
Cape Air 2002 - 2006
Skills
Aviation, Analysis, Commercial Aviation, Strategic Planning, Business Strategy, Project Management, Management Consulting, Feasibility Studies, Management, Airports
Education
Northeastern University 1999 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Brian Boots January 2015 - January 2015
Concorde Investment Services 2014 - 2014
Brian Boots Cabinets January 2000 - July 2013
Ogden and Adams Lumber January 1997 - January 2000
Brian Boots Construction January 1985 - January 1997
Skills
Construction, Sales, Strategic Planning, Customer Service, Small Business, Investments, Coaching, Health Insurance, Life Insurance
Education
Iowa State University
Architecture
Warren Strategies September 2013 - Present
Stark Marketing Strategies November 2012 - September 2013
Concorde Investment Services August 2010 - November 2012
NorthStar Financial Partners January 2010 - August 2010
Equitas America, LLC June 2009 - January 2010
Questar Capital Corporation August 2003 - June 2008
Skills
Customer Service, Marketing, Business Development, Strategic Planning, Small Business, Marketing Strategy, Budgets, Leadership, Social Media Marketing, Strategic Financial..., Strategy, Social Media, Marketing Communications, Email Marketing, Social Networking, Start-ups, Online Marketing, Management, Team Building, Public Speaking, Account Management, Public Relations, SEM, B2B, New Business Development, Entrepreneurship, Lead Generation, Strategic Partnerships, Online Advertising, Salesforce.com, Brand Development, Graphic Design, SEO, Copywriting, Newsletters, Event Planning, Corporate Branding, Digital Marketing, Integrated Marketing, Web Design, Web Content
Education
Cleary University 2001 — 2003
Bachelors
Grand Valley State University 1997 — 2000
It Works Global May 2015 - Present
Concorde Investment Services September 2013 - Present
Remerica Bright Realty September 2012 - September 2013
Munder Capital Management February 2000 - May 2007
Skills
Series 7, Mutual Funds, Investments, Securities, Asset Management, Series 63, Alternative Investments, Wealth Management, Portfolio Management, Equities, Investment Advisory
Education
Eastern Michigan University
University of South Carolina-Columbia
Charles Schwab March 2015 - Present
Concorde Investment Services April 2013 - Present
CIG Corp. January 2009 - April 2013
Munder Capital Management 2001 - 2008
H&R Block Financial Advisors 1999 - 2001
Skills
FINRA, Securities, Compliance, Series 7, Series 24, Series 4, Securities Regulation, AML, Investments, Alternative Investments, Investment Advisory, Mutual Funds
Education
DePaul University College of Law 1996 — 1999
Juris Doctor, Law
Michigan State University 1992 — 1996
Bachelor of Arts, Sociology
Concorde Investment Services June 2015 - Present
Alain Pinel Realtors January 2002 - Present
Transamerica Financial Advisors, Inc. September 2010 - May 2015
CAT Technology, Inc. - Los Gatos, California April 1994 - January 2002
Sun Microsystems July 1985 - June 1994
Skills
Investment Advisory..., Real Estate Sales, Tax Deferral in the..., Tax Deferral in a Sale..., Listings, Remodeling of Real...
Education
Georgia Institute of Technology 1964 — 1968
MSEE 72 and BSEE 68, Electrical Engineering
University of Alabama, Birmingham 1973 — 1975
MBA Program, Business Studies, Business Administration and Management
Financial Regulatory Agency (FINRA) and California/Arizona Department of Insurance 2010 — 2015
Licensed Proefessional, Real Estate and Financial Services, n/a
Concorde Investment Services January 2014 - Present
Hantz Financial July 2010 - December 2013
CSSC Brokerage Services, Inc. March 2008 - August 2009
National City Bank February 2007 - March 2008
Skills
Series 7, Insurance, Series 24, Uniform Combined State..., Health Insurance, Securities, Mutual Funds, Investments, Investment Advisory, Retirement Planning, Retirement, Broker-Dealer Compliance, FINRA, Series 63, Series 65
Education
University of Michigan-Dearborn
B.A., History
Concorde Investment Services August 2010 - Present
Bank of New York Mellon October 2006 - September 2009
Questar Capital 1998 - 2006
Skills
Securities, Investments, Financial Services, Relationship Management, Investment Advisory, Alternative Investments, Business Development, FINRA
Education
Cleary University 1992 — 1995
Bachelor of Arts, Business Management
Eastern Michigan University
Business Administration and Management
Concorde Investment Services February 2013 - Present
United Capital Financial Advisers, LLC February 2011 - January 2013
United Capital Financial Advisers, LLC July 2005 - January 2011
Ameriprise Financial Services, Inc. (Bommarito, CIucci & Associates, a financial advisory branch) July 1998 - July 2005
American Express Financial Advisors June 1994 - July 1997
Skills
Business Development, Wealth Management, Investment Advisory, Business Strategy, Management, Start-ups, Financial Services, CRM, Series 63, Relationship Management, Strategic Planning, Fixed Income, Strategic development, Consulting, Training,..., General Operations, Investments, Series 7, Series 24, Onboarding & Transitions
Education
University of Michigan, Ann Arbor 1990 — 2004
Bachelors Degree, Economics & Psychology
Albion College
Undergraduate studies/ Business & Economics
Concorde Investment Services January 2015 - March 2015
ZeroBase Energy, LLC October 2014 - December 2014
Women's Business Development Center-Chicago March 2014 - October 2014
YMCA of Saginaw September 2013 - March 2014
Saginaw Township Community Development September 2013 - January 2014
Distributed Power June 2012 - August 2013
Saginaw Township Clerk's Office December 2008 - August 2013
PM Environmental January 2013 - July 2013
Wolverine Academy September 2012 - December 2012
Spicer Group January 2012 - May 2012
Skills
Community Development, Research, ArcGIS, Report Writing, Policy Analysis, Renewable Energy, Microsoft Office, Volunteer Management, Nonprofits, GIS, Public Speaking, Program Management, Energy Policy, Site Planning, Environmental Site..., Volunteer Training, Youth Education..., Data Management, Data Mapping, Community Outreach, Social Media, Fundraising
Education
Michigan State University 2007 — 2011
Bachelor of Science, Environmental Economics & Policy
Concorde Investment Services May 2015 - Present
Comerica Securities July 2014 - May 2015
Consulting Services Support Corporation (CSSC) July 2008 - July 2014
Consulting Services Support Corporation (CSSC) July 2008 - July 2014
Consulting Services Support Corporation (CSSC) August 2002 - July 2014
Skills
Public Speaking, Securities, FINRA, AML, Management, Financial Services, Series 24, Strategic Planning, Team Building, Team Leadership, Microsoft Office, Project Management, Leadership, Broker-Dealer, Customer Service, Business Administration, Operations Management, Organizaiton, Method Development, Business Process Design, Business Process..., Business Process..., Cost Saving Initiatives, New Business Development, Investments, Mutual Funds, Trading, Asset Management
Education
University of Phoenix 2006 — 2012
BSB, Finance, 3.88
University of Pennsylvania - The Wharton School 2008 — 2009
CRCP, FINRA Institute
Concorde Investment Services Investment ConsultantOrion Area Chamber of Commerce1983 - Present
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Customer Service
Education
Lawrence Technological University 1958 — 1960
Associate's degree, Building Construction Technology, A-