Direct Business Operations Manager, Concorde Investment Services
As Direct Business Operations Manager of Concorde Investment Services, Karen brings with her over 20 years of industry experience, most recently in the RIA industry. Karen began her career as an equity analyst at William O’Neil & Company in Los Angeles in 1994. After moving back to Michigan, she joined Munder Capital Management in 1999 as a Dealer Marketing Specialist supporting mutual funds, then becoming Mutual Fund Services Supervisor in 2000.
In 2007, Karen transitioned to the operations side of the business, supervising mutual fund operations and overseeing the daily activities of the mutual fund operations group for over seven years. Just prior to joining Concorde, she was a senior client service specialist at TFG Advisors.
Karen manages the back office broker dealer operations at Concorde Investment Services and is responsible for implementing the continued refinement and effectiveness of operational systems, policies, and practices within Concorde.
Karen graduated from Wayne State University with a Bachelor of Arts degree in Business Administration and a concentration in finance. She holds Series 7 regulatory designation and is currently working on her Series 24 designation. In her spare time she enjoys gardening, traveling, spending time with her nephews, and baking lots of holiday cookies with her sister.