Onboarding & Transition Coordinator
Marlo has more than 15 years of experience in the financial services industry. She entered the industry working with financial advisors before moving into the back office of the broker/dealer.
Marlo has experience with brokerage processing and commission processing, as well as the transition processes.
As the Onboarding & Transition Coordinator at Concorde, Marlo is the transition point person and facilitator for effectively onboarding Concorde financial professionals and their staff. She also offers support, training and guidance relative to Albridge, Redtail and Laser App technology applications and ensures accurate integration among technology programs for new and existing representatives.