Director of Research/Senior Due Diligence Officer
As Director of Research/Senior Due Diligence Officer of Concorde Investment Services, Amy brings nearly 27 years of operations and relationship management experience, with a focus on alternative investment products.
Prior to joining Concorde, Arnold most recently served as an independent contractor of due diligence services and three years prior as the Vice President of Due Diligence at Triloma Securities, a Managing Broker Dealer. There she created new processes and procedures for the entire due diligence program and assisted Broker Dealers in the due diligence reviews. Amy started her career as an operations supervisor at Amsouth Investment Services in 1996 where she spent ten years managing relationships, people, and products, performing due diligence on all brokerage product lines, and marketing and sales support. She later became the Director of Alternative Investments at Proequities, Inc. where she managed the due diligence team, the sponsor relationships and supported the marketing of alternative products for 10 years.
Amy graduated from the University of Alabama in Birmingham, AL and holds a bachelor’s degree in History with a minor in Biology. Currently, she holds a Series 7, 66, and 24 licenses.