Barb joined the Concorde Finance Department in May 2016. She brings with her over 25 years of accounting experience, and began her 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 an 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.