Concurrent
Jeremy Massullo serves as the Vice President of Operations at Concurrent since November 2017, where responsibilities include overseeing the transition of financial advisors affiliated with Raymond James Financial Services, Inc. Prior to this role, Jeremy held positions at Raymond James as a Transition Consultant and at Eagle Asset Management as a Trading Support Associate. Earlier experience includes a Sales Associate Cashier role at Rollins College Bookstore and an internship at Thompson Global, where analytical skills were developed through research and data analysis. Jeremy obtained a Bachelor of Arts in History from Rollins College after studying at the University of Central Florida.
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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.