Direct Business Operations Manager, Concorde Investment Services
As Direct Business Operations Manager of Concorde Investment Services, Karen brings with her over 25 years of industry experience, most recently in the RIA industry. Prior to joining Concorde, Karen began her career as an equity analyst at William O’Neil & Co. After moving back to Michigan, she spent many years at Munder Capital Management supporting the marketing of their mutual funds and later transitioned to the operations side of the business, supervising mutual fund operations and overseeing the daily activities of the mutual fund operations group. Just prior to joining Concorde, Karen was a senior client service specialist at TFG Advisors.
Karen manages the direct business area of back-office broker dealer operations at Concorde Investment Services and is responsible for implementing the continued refinement and effectiveness of operational systems, policies, and practices within Concorde. She also supervises the New Business/Concierge team which is responsible for processing new and transition business and providing tailored support to representatives.
Karen graduated from Wayne State University with a Bachelor of Arts degree in Business Administration and a concentration in finance. She holds the Series 7 license. In her spare time, Karen enjoys gardening, traveling, spending time with her nephews, and baking lots of holiday cookies with her sister.