Concorde Holdings Expands Leadership Team

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 it has promoted two and hired one team members. Concorde Holdings President and CEO Jason Kavanaugh made the announcement.

“As we continue to grow our already talented team, we are proud to promote both Danielle and Greg and welcome Tracy to the team,” said Kavanaugh. “This announcement is representative of our continued commitment to providing opportunities for and developing the best talent in our industry and upholding our high touch, high tech and hybrid model. We look forward to our continued growth and providing top-quality service for our clients.”

Danielle Kammeyer has been promoted from director of brokerage operations to chief operating officer. She has experience in trading, brokerage compliance and supervision, and brokerage operations. As COO, Kammeyer will oversee the development, communication, and implementation of effective growth strategies and processes within the company. Her efforts will ensure the integration and long-term strength of platform effectiveness as the firm and industry evolve.

Greg Johnson, who served as Concorde’s equity trade desk coordinator has been promoted to director of brokerage operations. Johnson has more than 10 years of experience in the financial investing and trading. His primary responsibilities include supervision of the brokerage department, focusing on development and implementation, as well as identifying areas of opportunity for improvement and increased efficiency.

Tracy Anton joins Concorde as senior sales supervisor following a career as regional sales supervisory principal for a broker-dealer in Nebraska. Anton will lead sales supervisors and provide sales practice supervision for a defined group of assigned registered representatives. She will ensure the supervision team is equipped with knowledge and tools required to appropriately review transactions and supervise representatives’ business and activities, as well as contribute to the development of a supervision platform that keeps pace with the current regulatory environment relating to sales practices.

For more information, visit www.concordeis.com.