Concorde Investment Services Hires Due Diligence Officer
Concorde Investment Services LLC., a full-service broker-dealer, has hired Amy Gunter to serve as the company’s due diligence officer.
Concorde Investment Services LLC., a full-service broker-dealer, has hired Amy Gunter to serve as the company’s due diligence officer where she will analyze and perform due diligence on alternative investments for the firm’s platform.
Gunter brings nearly 25 years of experience within operations management, relationship management, and in the evaluation of investment products with a focus on alternative investments.
Prior to joining Concorde, Gunter most recently served as an independent contractor, and three years prior, as the vice president of due diligence at Triloma Securities. She started her career as an operations supervisor at Amsouth Investment Services where she spent multiple years managing relationships, people and products, performing due diligence on all brokerage product lines, as well as marketing and sales support. She also held the role of director of alternative investments at ProEquities Inc.
“There are very few serious, thoughtful and experienced due diligence people in our industry, and we are very fortunate to attract a new team member of such high caliber,” says Drew Jackson, president of Concorde Holdings. “With a strong reputation and high regard in the alternative investment world, we look forward to the profound impact we believe Amy will have on our investments and the services we provide.”
Gunter holds a bachelor’s degree in history with a minor in biology from the University of Alabama, and FINRA Series 7, 66, and 24 securities licenses.
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. Other subsidiaries include Concorde Asset Management LLC, a registered investment adviser, and Concorde Insurance Agency Inc., an insurance firm licensed to solicit insurance products in more than 30 states.
