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Concorde Holdings Announces New Hire
Concorde Holdings, a financial services firm located in Livonia hires Noel Bartlett as Senior Accounting Assistant
Concorde Holdings, a nationally recognized private firm offering a full spectrum of services and support for financial professionals through its three lines of business (Concorde Investment Services, Concorde Asset Management and Concorde Insurance Agency), announced today that the company has hired Noel Bartlett as a new senior accounting assistant. Concorde Holdings President and CEO Jason Kavanaugh made the announcement.
Bartlett joins Concorde with 8 years of experience in accounting and financial services. Prior to joining Concorde, he served as a corporate accountant at Orlans Group, where he was responsible for reviewing vendor invoices for accuracy, ensuring policies were payable, reviewing statements for inaccuracy and month end adjustments and revenue recognition.
As a senior accounting assistant, Barlett will be responsible for daily commission processing, reviewing the balance sheet and profit and loss statement for accuracy, and other various projects.
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“At Concorde, our commitment to creating a high touch, high tech and hybrid business model is critical to offering unmatched financial services to our clients—and our leadership team plays a critical role in that,” said Kavanaugh. “Noel’s vast experience in accounting and overall knowledge of the financial services industry makes him the perfect addition to our team to ensure continued success in fostering a strong business model.”
Bartlett graduated from Walsh College with a bachelor of arts in accounting. Noel holds the Series 99 regulatory licenses.
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For more information, visit www.concordeis.com.
About Concorde Investment Services
Headquartered in Michigan, Concorde Holdings, Inc. is the parent company of Concorde Investment Services, LLC. Concorde Investment Services, LLC is a national securities broker-dealer registered with FINRA to solicit securities products in all 50 states and several territories. Concorde Investment Services, LLC is a subsidiary of Concorde Holdings, Inc. Concorde Asset Management, LLC, an SEC registered investment adviser and Concorde Insurance Agency, Inc., which is insurance licensed to solicit insurance products in over 30 states, are also subsidiaries of Concorde Holdings, Inc. Additional information about Concorde can be found on its website at www.concordeis.com.