Concord Appoints
Danielle M. Touri as
Business Development Consultant
Matawan, NJ- November 7, 2007 – Concord, a leader in
outsourced wealth management solutions, has named Danielle M. Touri as Business
Development Consultant. She reports to Alan
F. Gavornik, Executive Managing Director.
Ms. Touri’s primary responsibility is to identify and develop new clients for Concord’s open architecture
wealth management platform.
Ms. Touri joined Concord from The
Bank of New York’s Estabrook Capital Management LLC, where she was Marketing
Manager. Previously, she was Client Liaison at American Express Tax and
Business Services of New York.
“Danielle has more than ten years of experience in the
banking and financial services arena, and has repeatedly proven her ability to establish and nurture business relationships,”
said Mr. Gavornik.
He continued, “Danielle has extensive experience working
with both asset managers and financial advisors, and this provides her with a
valuable perspective on our business.”
Ms. Touri attended St. John’s University,
where she earned a Bachelor of Science.
About Concord
Concord designs,
develops, and administers wealth management programs for numerous financial
institutions including Trust and Private Banking Firms, independent financial
advisors, broker dealers and family offices.
Concord’s team of experienced financial and technology professionals is
frequently called upon to consult on open architecture wealth management
platform design elements resulting in customized solutions for the wealth
management intermediary. By integrating
some of the world’s best money managers with the financial institution’s
existing asset management talent, Concord
is able to dramatically expand the firm’s asset management capabilities. Thorough manager due diligence, comprehensive
portfolio design techniques, trust accounting and custodial interfaces,
performance reporting, and numerous analytical tools are delivered to the
client via an extremely robust technology platform. Please visit www.concordwealthmanagement.com.
For further information, please contact Holly Hankins,
732.335.0800 ext. 9719, h.hankins@concordwealthmanagement.com