Concurrent
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Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale, resources to allow advisors to focus on the best use of their... Read more
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Co-Founder and CEO
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Chief Financial Officer
Chief Compliance Officer
Chief Of Staff
Chief Operating Officer
Managing Director / Private Wealth
President, Investments
In-house Counsel
Human Capital Director
