Alyssa Acosta

Associate Director, Platform Operations at Concurrent

Alyssa Acosta is an experienced professional currently serving as Associate Director of Platform Operations at Concurrent since November 2023. Prior to this role, Alyssa was a Senior Advisory Services Associate at SageView Advisory Group from December 2022 to June 2023. Alyssa also worked at Goldman Sachs Personal Financial Management as a Senior Operations Specialist from July 2019 to December 2022 and held the position of Client Services Manager at United Capital Financial Advisers, LLC from October 2015 to July 2019.

Location

Irving, United States

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Concurrent

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 time with clients, and a community of like-minded advisors. We are currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit www.poweredbyconcurrent.com.


Employees

51-200

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