Our Team

OUR AWESOME TEAM

At Concorde, we believe our team is second to none. With a wide range of experience and expertise, we are perfectly positioned to help financial professionals grow their businesses as entrepreneurs. From executive leadership, to compliance, to administration – we’re committed to your development every step of the way.

Executive Team

Drew Jackson

President & CEO Concorde Investment Services / President & Chief Marketing Officer Concorde Asset Management / President Concorde Insurance

Amy Arnold

Director of Research/Due Diligence Officer

Danielle Delongchamp

Chief Operations Officer

Robin Edgar

Senior Recruiter

Kathleen Hofer

Chief Financial Officer/FinOp

Kimberlee Levy, Esq.

Chief Compliance Officer / General Counsel

Accounting

Maria Ayuso

Noel Bartlett

Accounting Manager

Bethany Merrill

Accounting Assistant

Barbara Plachta

Accounting Assistant

Compliance

Lori DeLuna

Senior Advertising Principal / Senior Compliance Officer

Vicky Eshelman

Compliance Analyst

Benjamin Kent

Compliance Analyst

Sarah Kuhn

Senior Compliance Analyst

Jena Stacey

Branch Inspection Program Manager / Senior Compliance Officer / Surveillance and Testing Manager

Nicole Woolson

Senior Compliance Officer

Due Diligence

Marc Haiar

Due Diligence Officer

Operations

Shannon Arndt

Operations Manager

Yelena Badalyants

Brokerage Operations Associate

Terry Bonnett

Director of Brokerage

Josh Cantie

Senior Technology Specialist

Nicholas Carson

Data Specialist

Trevor Endres

Brokerage Operations Coordinator

Samuel Greer

Operations Support

Dani King

Operations Support Team Leader

Dillon Kirby

Advisory Operations & Trading / Senior Operations Support

JT Kolesa

Operations Support

Erik Larsen

Advisory Services

Jae Lee

Sales Supervisor

Carmen Madrigalbio

Carmen Madrigal

Administrative Assistant

Brian Ragen

Senior Sales Supervisor

Ellie Ramirez

Operations Support Team Leader

Robert Tudor

Sales Supervisor