Due Diligence Officer
As Due Diligence Officer of Concorde Investment Services, Amy brings nearly 25 years of operations and relationship management experience, with a focus on alternative investment products.
Prior to joining Concorde, Gunter most recently served as an independent contractor and three years prior as the vice president of Due Diligence at Trimola Securities. There she created new processes and procedures for the entire due diligence program. Amy started her career as an operations supervisor at Amsouth Investment Services in 1996 where she spent ten years managing relationships, people and products, performing due diligence on all brokerage product lines, and marketing and sales support. She later became the director of alternative investments at Proequities, Inc. where she managed the due diligence team and the sponsor relationships
Amy attended the University of Alabama in Birmingham, AL and holds a bachelor’s degree in History with a minor in Biology. Currently, she holds a Series 7, 66, and 24 licenses.