As a Sales Supervisor for Concorde Investment Services and Concorde Asset Management, Robert serves as the primary point of contact for all compliance questions, communications, and oversight. Additionally, he is responsible for the initial review and approval of incoming business.
He got his start in the financial services industry in 2011 as a Financial Representative with Scottrade, Inc. Prior to joining Concorde, Robert worked with Atlanta-based independent broker-dealer Triad Advisors, LLC as a Compliance Principal.
Robert holds a Bachelor of Business Administration degree from Georgia State University. He currently holds his FINRA Series 4, 7, 24, 53, and 66 licenses.
Robert resides in the metro Atlanta area with his wife, Samantha and German Shepherd-Pitbull, Lark. In his spare time, he enjoys supporting all Atlanta sports teams, working in the yard, and a relaxing round of golf.