Chief Financial Officer/FinOp
As Chief Financial Officer of Concorde Investment Services, Kathy brings over 25 years of Financial Industry experience primarily focusing on the areas of Brokerage and Registered Investment Advisory.
Kathy has extensive experience in start-up Broker Dealers and Registered Investment Advisory companies where she has built the accounting department from the ground up, developing procedures to assure efficient processing in the Accounting Department.
Prior to joining Concorde, Kathy worked at several Broker Dealer/RIA’s, and a for short time a Futures company.
Kathy graduated from the Walsh College in Troy with a Bachelor’s Degree in Accounting. Kathy also holds the Series 7. Series 24, Series 28, Series 63, and Series 99 regulatory licenses.
Kathy currently lives in Rochester Hills, MI, and she enjoys travel, gardening and various different crafts in her spare time.