Concurrent
Joseph Mooney is a seasoned professional in the financial services industry, currently serving as the Managing Director for Advisor Engagement and Enterprise Development at Concurrent since January 2024. Prior experience includes roles as Regional Vice President of Sales for Eastern RIA Custody Sales at Fidelity Investments from 2018 to 2023, and Business Development Officer for the Mid-Atlantic Region at Charles Schwab & Co., Inc. from 2009 to 2018. Additional experience includes serving as VP of Sales at Fidelity Institutional Wealth Services from 2007 to 2009, and Regional Sales Associate at SEI Investments from 2004 to 2007. Joseph Mooney holds a degree from the University of California, Santa Barbara.
This person is not in any teams
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.