Livonia-based Concorde Holdings, Inc., a private firm offering a full spectrum of services and support for financial professionals, has announced the hiring of Noel Bartlett as a new senior accounting assistant.
With eight years of experience in accounting and financial services, Bartlett joins Concorde after serving as a corporate accountant at Orlans Group. There he reviewed vendor invoices for accuracy, ensured policies were payable, reviewed statements for inaccuracy, and month end adjustments, and revenue recognition.
At Concorde Bartlett will be responsible for daily commission processing, reviewing the balance sheet and profit and loss statement for accuracy, and other various projects.
“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,” says Jason Kavanaugh, president and CEO. “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 and holds the Series 99 regulatory licenses.
Concorde Holdings is the parent company of Concorde Investment Services, LLC, a national securities broker-dealer registered with FINRA to solicit securities products in all 50 states and several territories. It is a subsidiary of Concorde Holdings, Inc. Concorde Asset Management, LLC, an SEC registered investment adviser and Concorde Insurance Agency, which is insurance licensed to solicit insurance products in over 30 states, are also subsidiaries of Concorde Holdings, Inc.