As a Sales Supervisor for Concorde Investment Services, Robert serves as the primary point of contact for all compliance questions, communications and oversight. Additionally, he is responsible for the initial review and approval of incoming business.
He got his start in the financial services industry in 2011 as a Financial Advisor with Scottrade, Inc. Prior to joining Concorde, Robert worked with Atlanta-based independent broker-dealer Triad Advisors, LLC as a Compliance Principal.
Robert graduated from Georgia State University with a degree in Risk Management and Insurance. He currently holds his Series 4, 7, 24, 53, and 66 licenses.
Robert resides in the metro Atlanta area with his 90lb German Shepherd, Diesel. In his spare time, he enjoys cheering on all Atlanta sports teams, golf and a good pick-up game of basketball.