Chief Operations Officer
As Chief Operations Officer of Concorde Investment Services and Concorde Asset Management, Danielle is responsible for identifying areas of opportunity and improvement for increased efficiency, overall infrastructure and processes. She oversees all the technology enterprises at the firm which involves creation and execution of the firm’s strategic technology platform roadmap, including development, systems integration, implementation, training and maintenance. Danielle is also responsible for the information technology and computer systems that support enterprise goals, as well as security information and privacy of client information.
Danielle started her career in financial services in 2004 and has operations, supervision and technology experience in both independent broker dealers and registered investment advisory companies.
Danielle received her Master of Business Administration from Eastern Michigan University and completed her undergraduate studies at Western Michigan University. She holds the FINRA Series 7, Series 66, and Series 24 registrations.
Danielle currently lives in Pinckney, Michigan with her husband, bonus daughter, two dogs and three cats. In her spare time, she is an avid reader and enjoys spending time with her family, yoga, gardening, watching movies (especially the MCU!) and off-roading in her Jeep with her husband.