Barbara Olsen

barbara-olsen

Barbara Olsen

Senior Accounting Assistant

 

Barb brings to Concorde more than 25 years of accounting experience.

She began her career as Bookkeeper for a small landscaping company. She then moved on to a public accounting firm as a Paraprofessional, providing monthly, quarterly and annual accounting services. In 1999, she began working with an investment management firm, working in both the Accounting Department and Operations.

As a Senior Accounting Assistant at Concorde, Barb works directly with the Chief Financial Officer. She is responsible for the following:

  • Accounts Receivable and Payable for the four Concorde companies.
  • Reconciliations of the commission reports for both Concorde Asset Management and Concorde Investment Services.
  • Assists the CFO on various different levels to ensure prompt and accurate commission payments and accurate books and records.