Operations Associate, Advisory Services
Erik serves as Operations Associate, Advisory Services for Concorde Asset Management. He has tremendous knowledge and experience in infrastructure, back office operations, and the compliance responsibilities necessary in the RIA world. Erik is conversant in the functionality of TD Ameritrade, Schwab, and Pershing.
Erik spent five years at the Bank of New York Mellon in various fields, including working on reconciliation of cash and share variances. Prior to that, he worked for seven years in operations with Questar Capital and was involved in all aspects of the Questar advisory program.
Erik is a graduate of Eastern Michigan University with a Bachelors of Business majoring in Finance.