AMERICAN ALTERNATIVE CAPITAL - Key Persons
As Due Diligence Officer of American Alternative Capital, Amy brings over 26 years of operations, due diligence, and relationship management experience, with a focus on alternative investment products.
Amy also serves as Director of Research and Senior Due Diligence Officer of Concorde Investmet Services.
Prior to joining American Alternative Capitol and Concorde, Arnold most recently served as the Vice President of Due Diligence at Triloma Securities. There she created new processes and procedures for the entire due diligence program. Amy started her career as an operations supervisor at Amsouth Investment Services in 1996 where she spent ten years managing relationships, people and products, performing due diligence on all brokerage product lines, and marketing and sales support. She later became the Director of Alternative Investments at Proequities, Inc. where she managed the due diligence team and the sponsor relationships
Amy attended the University of Alabama in Birmingham, AL and holds a bachelor's degree in History with a minor in Biology. Currently, she holds a Series 7 (General Securities Representative), 66 (Uniform Combined State Law), and 24 (General Securities Principal) licenses.
Job Titles:
- Chief Operations Officer of Concorde Investment Services
- DIRECTOR of IT OPERATIONS & CYBERSECURITY
Danielle brings nearly 19 years of financial industry experience, focusing on operations, supervision, technology, and cyber security. She is responsible for overseeing the technology enterprises at the firm, the information technology and computer systems that support firm goals, and the security and privacy of sensitive data and PII (personally identifiable information).
In addition to her role at American Alternative Capital, Danielle serves as the Chief Operations Officer of Concorde Investment Services and Concorde Asset Management.
Danielle received her Master of Business Administration from Eastern Michigan University and completed her undergraduate studies at Western Michigan University. She currently holds the Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law), and Series 24 (General Securities Principal) registrations.
Danielle resides in Pinckney, Michigan, with her husband, bonus daughter, their two pugs, and three rescue cats. She is an avid reader in her spare time and enjoys boating, Marvel movies, and spending time with her family.
Jason has been a connector to family offices, accredited investors, broker/dealers, RIAs, and product sponsors for the last 25 years. He focuses on raising capital by disrupting traditional distribution models in various industries for business to consumer (B2C) and business to business (B2B) with the goal to generate exponential results. INC 500 has celebrated those results over three (3) separate years as well as the INC 5000 for an additional three (3) separate years - six (6) years with two (2) separate companies. 1
Jason engages with industries that range from financial services to commercial real estate (1031 DST) to fintech platforms (Metaverse and Web 3.0 applications, financial services, payment merchant processing, and learning management systems). He currently holds a Series 7 (General Securities Representative) and Series 24 (General Securities Principal) licensure with American Alternative Capital, a member of FINRA.
John joined American Alternative Capital in July 2022 as a registered representative of the securities broker dealer. He continues his relationship with Concorde Asset Management as an investment advisor representative and with Concorde Insurance Agency as an insurance agent.
John began his relationship with Concorde Holdings as a Co-Founder, Board Member and Shareholder in August 2010. Until December 2019, John served as Vice President of Business Development of Concorde Asset Management, President of Concorde Insurance Agency, and was a registered representative of Concorde Investment Services.
John received his Series 7 license in 1975 and became a Certified Financial Planner TM in 1982. John founded his registered investment advisory firm, Twenty-First Century Asset Management, in 1986. In March 1997, he was a co-founder of Questar Capital Corporation, a nationwide securities broker dealer, investment advisor and insurance agency. John was Chief Operating Officer of Questar Capital Corporation, President of Questar Asset Management, Inc and President of Questar Agency, Inc. From 1998 to 2001, In addition, John was an officer and board member of the Avalon Capital Appreciation mutual fund for Questar Capital.
In addition to the Series 7 (General Securities Representative), John also has passed the Series 4 (Registered Options Principal), 24 (General Securities Principal), 53 (Municipal Securities Principal), 63 (Uniform Securities Agent State Law) and 65 (Uniform Investment Advisor Law) licenses.
Josh Kammeyer is the Operations Manager of American Alternative Capital. Prior to joining AAC, Josh was affiliated with a Corporate RIA for the past 12 years, working in the Operations department, and as Department Supervisor. He attended Western Michigan University, obtaining a BBA in Advertising and Promotion in 2008.
Josh has his 7 (General Securities Representative) and 24 (General Securities Principal) licenses and is currently studying to take the Series 79 (Investment Banking Representative) exam. He resides in Ypsilanti, Michigan and hobbies outside of work include spending time with his 2 children (Dylan and Daphne), golf, bowling, and attending live music events.
Job Titles:
- SENIOR ADVERTISING PRINCIPAL
- Senior Compliance Officer at Concorde Investment Services
Lori brings over a decade of financial industry experience, with a focus on communications regulation since 2012.
Prior to joining American Alternative Capital, Lori started her financial background as a Registered Representative, moved into the banking sector where she conducted branch audits as a Compliance Manager, and then spent multiple years at Munder Capital Management as a Compliance Administrator for numerous mutual fund and institutional products. While at Munder, she worked closely with the marketing and legal departments, as well as upper management and registered representatives to ensure all communications were meeting FINRA and SEC standards.
In addition to her role at American Alternative Capital, Lori also works as a Senior Compliance Officer at Concorde Investment Services, LLC and Concorde Asset Management, LLC, presently. Both roles afford her the opportunity to continue communications review for the firm and registered representatives, as well as other compliance and legal duties.
She is a firm speaker at conferences and has been a panel speaker at an ADISA symposium.
Lori attended Purdue University in West Lafayette, IN and holds a Bachelors' degree in Economics. She also has a background in paralegal studies and completed the program at National Paralegal College. She holds Series 7 (General Securities Representative), 24 (General Securities Principal) and 66 licenses (Uniform Combined State Law).
In her spare time, Lori enjoys all things music, traveling, DIY projects, and photography, even running her own photography business in the past. Lori resides in the Chicago suburbs with her husband and their two sons.
Nicole is the Compliance Analyst at American Alternative Capital and works directly with the firm's Chief Compliance Officer on various firm compliance requirements. Nicole's responsibilities include developing, implementing, and managing the firm's registration policies, procedures, and systems. This includes ensuring the firm and its associates are properly licensed, registered, and meeting requirements of FINRA and with the State Securities regulators.
Nicole is Series 14 licensed, and is a graduate of Cleary University with a Bachelor's degree in Business Administration and has 20 years of Broker/Dealer compliance and licensing experience. In her spare time, Nicole enjoys spending time with her husband and two children.
As the FinOp for American Alternative Capital, Sam brings over 25 years of experience in private equity, investment banking, mergers and acquisitions, corporate finance and operations. Sam also serves as the Chief Investment Officer for Waveland Capital Group. In his capacity as portfolio manager and Investment Committee member, Sam leads all financial modeling, commodity hedging activities with BP Energy, investor reporting and Board of Directors representation. Prior to joining Waveland, Mr. Irvani held the position of Manager, Revenue Finance and M&A at Western Digital Corporation where he was primarily responsible for revenue and gross margin management of Western Digital's global enterprise distribution business channel. In addition to revenue management, Sam supported executive management in M&A evaluation and strategic corporate development initiatives including multinational acquisition targets. Sam's finance career began in treasury and financial analysis functions at a Ford Motor Company and at BMO Financial Group global headquarters in Toronto, Canada.