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

Danielle Delongchamp headshot
Danielle Delongchamp
Interim President Concorde Asset Management / President & CEO Concorde Investment Services
John Gakenheimer Headshot
John Gakenheimer
Executive Vice President Concorde Asset Management / President, Concorde Insurance Agency
Amy Arnold Headshot
Amy Arnold
Director of Research/Senior Due Diligence Officer
Robin Edgar Headshot
Robin Edgar
Senior Recruiter
Kathleen Hofer Headshot
Kathleen Hofer
Chief Financial Officer/FinOp
Kim Levy Headshot
Kimberlee Levy, Esq.
Chief Compliance Officer / General Counsel

Accounting

Noel Bartlett Headshot
Noel Bartlett
Accounting Manager
Bethany Merrill Headshot
Bethany Merrill
Accounting Assistant
Barbara Plachta Headshot
Barbara Plachta
Accounting Assistant

Compliance

ed hilderbrand headshot
Ed Hildebrand
Senior Compliance Officer
Lori Deluna Headshot
Lori DeLuna
Senior Advertising Principal / Senior Compliance Officer
Victoria Eshelman Headshot
Vicky Eshelman
Compliance Analyst
Benjamin Kent Headshot
Benjamin Kent
Compliance Analyst
Sarah Kuhn Headshot
Sarah Kuhn
Senior Compliance Analyst
Jena Stacey Headshot
Jena Stacey
Branch Inspection Program Manager / Senior Compliance Officer / Surveillance and Testing Manager
Nicole Woolson Headshot
Nicole Woolson
Senior Compliance Officer

Due Diligence

Marc Hair Headshot
Marc Haiar
Due Diligence Officer

Operations

Shannon Arndt Headshot 2
Shannon Arndt
Operations Manager
Yelena Badalyants Headshot
Yelena Badalyants
Brokerage Operations Associate
Terry Bonnett Headshot
Terry Bonnett
Director of Brokerage
Josh Cantie Headshot
Josh Cantie
Senior Technology Specialist
Nicholas Carson headshot
Nicholas Carson
Data Specialist
Trevor Endres Headshot
Trevor Endres
Brokerage Operations Coordinator
Samuel Greer Headshot
Samuel Greer
Operations Support
Dani King Headshot
Dani King
Operations Support Team Leader
Dillon Kirby Headshot
Dillon Kirby
Advisory Operations & Trading / Senior Operations Support
Andy Taggart Headshot
Andy Taggart
Operations Support
JT Kolesa Headshot
JT Kolesa
Operations Support
Erik Larsen Headshot
Erik Larsen
Advisory Services
Jae Lee Headshot
Jae Lee
Sales Supervisor
Carmen Madrigalbio
Carmen Madrigal
Administrative Assistant
Brian Ragen Headshot
Brian Ragen
Senior Sales Supervisor
Ellie Ramirez Headshot
Ellie Ramirez
Operations Support Team Leader
Robert Tudor Headshot
Robert Tudor
Sales Supervisor