Brokerage Operations Associate
Yelena is a skilled trilingual financial professional with several years of experience. She graduated from Arizona State University with a bachelor’s degree and began her career in the financial industry in 1999 with Charles Schwab & Co, Inc. and later with Merrill Edge. Yelena has worked in both the retail and institutional side of the business. She has an expert level of experience in maintaining utmost quality in financial operations while utilizing her analytical skills to identify and mitigate risk.
Yelena joined Concorde Team in June of 2022 as Brokerage Operations Coordinator. She manages transactions related to brokerage financial operations and provides ongoing support, guidance, and training.