Julie Maynard | Concorde Investment Services
Concorde Investment Services
1120 East Long Lake Road Suite 100
Troy, MI 48085 48075
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Julie Maynard - New Business CoordinatorJulie Maynard 
Accounting Manager


Julie Maynard has worked with independent financial advisors as an in house accountant for nearly 10 years. Her role at Concorde involves working closely with Compliance and Finance on commissions and new business operations.  Her duties include:

  • Administration of DST, DTCC and Clearing Firms
  • Credit Card Processing
  • Commission Importing and Posting
  • Investment Company Correspondence
  • Back up for accounting department team members, where needed
     

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