Concorde Hires Business Development Coordinator
Concorde Holdings, a private financial services firm, has hired Jacob Harvey as the firm’s Business Development Coordinator.
Concorde Holdings, a private financial services firm, has hired Jacob Harvey as the firm’s business development coordinator.
Harvey has more than 13 years of experience, specializing in real estate, insurance and securities. The company said that he has navigated nearly $60 million in 1031 transactions and collaborated with alternative investment sponsors to raise capital and increase selling groups.
Prior to joining Concorde, Harvey served as vice president of capital markets for Resource Royalty, and previously served as director of capital markets and as an external wholesaler for Missouri Valley REIT Inc., according to his LinkedIn profile. He previously served as an insurance agent for Burch Insurance, and earlier in his career, as director of operations for TLC Property Management.
“Concorde is happy to introduce an individual with a rich understanding of insurance strategy who will provide critical support to our teams across all three lines of the business,” said Concorde Holdings president and CEO Jason Kavanaugh. “Jacob is a skilled wholesaler and national accounts professional. His expertise, coupled with his passion and drive, will no doubt increase our production and fuel our already strong culture and organizational growth.”
Harvey holds FINRA Series 7 and Series 66, Life and Health Insurance, and Property and Casualty Insurance, and is a licensed Missouri Real Estate Broker.
Harvey holds bachelor’s degree from Southwest Baptist University, where he majored in both political science and communications. In addition to his position at Concorde Holdings, he was recently admitted to Georgetown University to seek a master’s degree in real estate.
Headquartered in Michigan, Concorde Holdings Inc. is the parent company of Concorde Investment Services LLC, a national securities broker-dealer registered in 50 states and several territories. Concorde Asset Management LLC is a registered investment adviser and Concorde Insurance Agency Inc., is insurance firm licensed to solicit insurance products in more than 30 states.
