Jennifer Root

Finance Associate at Concurrent

Jennifer Root is a Finance Associate at Concurrent, having been promoted from the position of Finance Intern within the same company. Jennifer has a strong academic background in International Business and Finance, holding a Bachelor of Science degree from the University of Tampa and another Bachelor of Science degree from UNSW, where studies are ongoing until December 2024.

Location

Tampa, 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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