Concorde Investment Services

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Concorde Investment Services Employees

Employee
Years
Job
Industry
Heather Faucette Heather Faucette Raleigh-Durham, North Carolina Area Details
Heather Faucette's Concorde Investment Services Experience January 2015 - Present
Job Independent Representative at Concorde Investment Services
Industry Executive Office
Experience
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

Christopher F. Abrami Christopher F. Abrami San Francisco Bay Area Details
Christopher F. Abrami's Concorde Investment Services Experience 2014 - Present
Job Inside Sales Representative at Concorde Investment Services
Industry Real Estate
Experience
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 Brian Boots Cedar Rapids, Iowa Details
Brian Boots's Concorde Investment Services Experience 2014 - 2014
Job Independent Insurance
Industry Insurance
Experience
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

Holli Hall Vallade Holli Hall Vallade Greater Detroit Area Details
Holli Hall Vallade's Concorde Investment Services Experience August 2010 - November 2012
Job Marketing Advisor at Warren Strategies
Industry Marketing and Advertising
Experience
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

Shannon Barnes Arndt Shannon Barnes Arndt Greater Detroit Area Details
Shannon Barnes Arndt's Concorde Investment Services Experience September 2013 - Present
Job Compliance Analyst at Concorde Investment Services
Industry Financial Services
Experience
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

Kimberlee Levy Kimberlee Levy Greater Detroit Area Details
Kimberlee Levy's Concorde Investment Services Experience April 2013 - Present
Job Advisory Board Member at Schwab Advisor Services
Industry Financial Services
Experience
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

Richard Crouch Richard Crouch Saratoga, California Details
Richard Crouch's Concorde Investment Services Experience June 2015 - Present
Job Investment Advisor Representative at Concorde Investment Services California & Arizona
Industry Real Estate
Experience
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

Paul Mallory Paul Mallory Greater Detroit Area Details
Paul Mallory's Concorde Investment Services Experience January 2014 - Present
Job Sales Supervisor/Compliance Officer at Concorde Investment Services, LLC/Concorde Asset Management, LLC.
Industry Financial Services
Experience
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

Nicole (Skees) Woolson Nicole (Skees) Woolson Greater Detroit Area Details
Nicole (Skees) Woolson's Concorde Investment Services Experience August 2010 - Present
Job at Concorde Investment Services
Industry Financial Services
Experience
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

Kelly Knight Kelly Knight Greater Detroit Area Details
Kelly Knight's Concorde Investment Services Experience February 2013 - Present
Job Chief Operating Officer, Concorde Investment Services
Industry Financial Services
Experience
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

Stephanie Edlinger Stephanie Edlinger Greater Detroit Area Details
Stephanie Edlinger's Concorde Investment Services Experience January 2015 - March 2015
Job Data Analyst at Data Driven Detroit
Industry Information Services
Experience
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

Alysia Hubbard Alysia Hubbard Troy, Michigan Details
Alysia Hubbard's Concorde Investment Services Experience May 2015 - Present
Job Experienced in Financial Services/Securities Industry Compliance and Operations, Process Automation, and Policy Creation
Industry Financial Services
Experience
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

Dan Holman Dan Holman Greater Detroit Area Details
Dan Holman's Concorde Investment Services Experience Investment ConsultantOrion Area Chamber of Commerce1983 - Present
Job Financial Planner at Concorde Investment Services
Industry Financial Services
Experience
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-