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Jena Stacey Email & Phone Number

Chief Compliance Officer at Concorde Investment Services
Location: Daphne, Alabama, United States 14 work roles 2 schools
1 work email found @concordeis.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

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Work email j****@concordeis.com
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Role
Chief Compliance Officer
Location
Daphne, Alabama, United States
Company size

Who is Jena Stacey? Overview

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Quick answer

Jena Stacey is listed as Chief Compliance Officer at Concorde Investment Services, a company with 45 employees, based in Daphne, Alabama, United States. AeroLeads shows a work email signal at concordeis.com and a matched LinkedIn profile for Jena Stacey.

Jena Stacey previously worked as Compliance Officer/Sales Supervisor at Concorde Investment Services and Senior Compliance Officer and AML Officer at Concorde Investment Services. Jena Stacey holds Bachelor Of Arts (B.A.), French Language And Literature from Indiana University Bloomington.

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Email format at Concorde Investment Services

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{first_initial}{last}@concordeis.com
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Profile bio

About Jena Stacey

Jena Stacey is a Chief Compliance Officer at Concorde Investment Services. She possess expertise in public speaking, fundraising, museums, microsoft office, history and 8 more skills.

Listed skills include Public Speaking, Fundraising, Museums, Microsoft Office, and 9 others.

Current workplace

Jena Stacey's current company

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Concorde Investment Services
Concorde Investment Services
Chief Compliance Officer
livonia, michigan, united states
Website
Employees
45
AeroLeads page
14 roles · 16 years

Jena Stacey work experience

A career timeline built from the work history available for this profile.

Compliance Officer/Sales Supervisor

Livonia, Michigan

Series 7, 66 and 24 LicensedSecurities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). CIS, CAM and CIA are unaffiliated with third-party sites.

Senior Compliance Officer And Aml Officer

Utilizing regulatory focuses, best practices, industry trends and prior testing findings to maintain and implement changes, I manage our branch inspection program and as well as our surveillance and testing program. Additionally, I work with our independent auditors and manage both the annual OSJ inspection and annual AML audit. A a subject matter expert.

Jan 2023 - Jun 2024

President

Preservation Farmington

Farmington, Michigan

Preservation Farmington is a historic preservation advocacy group created in response to redevelopment efforts in the city of Farmington. Our purpose is to educate the public on historic preservation and why “This Place Matters.” Future goals will be to work with the city in saving these structures under threat of removal with alternative solutions.

Commissioner

Farmington Historical Commission

Farmington, Michigan

Reviewed plans for modifications to homes in the Farmington Historic District. Created consistent standards by adopting the Secretary of the Interior’s Standards for Rehabilitation as the standard for the Farmington Historical Commission. Led a volunteer committee to conduct a reconnaissance level above-ground survey of homes in Farmington, which included.

Apr 2013 - Oct 2015

Volunteer

Historic Greenmead

Livonia, Michigan

Accessioned and researched Depression glass collection, non-commission member of Operations Committee and photo-documented buildings. Conducted a conditions assessment of Kinglsey House a wrote a Historic Structure Report based on the findings.

Oct 2005 - Jan 2013

Intern

Collections Management

Collaborated with Ford House conservator on condition assessment of interior spaces and objects of main house. Analyzed assessment data against preventive conservation standards and objectives to create a visual and textual assessment of condition, as well as recommendations for improvement.

2010 - 2011 ~1 yr

Senior Compliance Analyst

Munder Capital Management

Birmingham, Michigan

Apr 2006 - Apr 2009

Graduate Assistant/Intern

First Congregational Church Of Detroit

Detroit

Performed research for grant proposals, researched curatorial database systems, curatorial procedures, conservation standards and museum collection display standards for Underground Railroad collection display. Participated in interpretation activities of the Undergroud Railroad Museum.

Jan 2005 - Jun 2005

Developer And Systems Analyst

Munder Capital Management

Birmingham, Michigan

Oct 1998 - Feb 2003

Application Development Coordinator

Munder Capital Management

Birmingham, Michigan

Oct 1997 - Oct 1998

Fixed Income Trading Assistant

Munder Capital Management

Birmingham, Michigan

Feb 1996 - Oct 1997

Registered Sales Assistant

Indianapolis, Indiana Area

May 1994 - Feb 1996
Team & coworkers

Colleagues at Concorde Investment Services

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2 education records

Jena Stacey education

FAQ

Frequently asked questions about Jena Stacey

Quick answers generated from the profile data available on this page.

What company does Jena Stacey work for?

Jena Stacey works for Concorde Investment Services.

What is Jena Stacey's role at Concorde Investment Services?

Jena Stacey is listed as Chief Compliance Officer at Concorde Investment Services.

What is Jena Stacey's email address?

AeroLeads has found 1 work email signal at @concordeis.com for Jena Stacey at Concorde Investment Services.

Where is Jena Stacey based?

Jena Stacey is based in Daphne, Alabama, United States while working with Concorde Investment Services.

What companies has Jena Stacey worked for?

Jena Stacey has worked for Concorde Investment Services, Preservation Farmington, Farmington Historical Commission, Historic Greenmead, and Edsel & Eleanor Ford House.

Who are Jena Stacey's colleagues at Concorde Investment Services?

Jena Stacey's colleagues at Concorde Investment Services include D. R. Bohler, Jt Kolesa, Forrest Padilla, Cfp(R), Nicole Woolson, and Ellie Ramirez.

How can I contact Jena Stacey?

You can use AeroLeads to view verified contact signals for Jena Stacey at Concorde Investment Services, including work email, phone, and LinkedIn data when available.

What schools did Jena Stacey attend?

Jena Stacey holds Bachelor Of Arts (B.A.), French Language And Literature from Indiana University Bloomington.

What skills is Jena Stacey known for?

Jena Stacey is listed with skills including Public Speaking, Fundraising, Museums, Microsoft Office, History, Nonprofits, Community Outreach, and Customer Service.

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