Deborah joined Concorde’s Finance Department in November 2015, and brings with her over 20 years of industry experience. Deborah began her career with a privately-held financial software company that provided recordkeeping, tax reporting and transfer agency services to Direct Participation Programs and REITs.
In 2001, the firm was acquired by The Bank of New York where Deborah continued to provide management and operational support to the Investment Plans Division in Troy, Michigan. In 2012, she transitioned to the securities industry and obtained her Series 7 license through H.D. Vest Financial Services. Deborah also holds a Series 63 license and a Registered Paraplanner designation. Deborah graduated from Walsh College of Accountancy and Business Administration with a B.B.A. in Finance.
As an Accounting Associate at Concorde, Deborah is responsible for:
- Working directly with the Chief Financial Officer on various back office operational, regulatory and processing issues to ensure prompt and accurate commission payments.