Liz Lenz, AIF®, RCC™, is the Managing Director of Practice Synergies & Enterprise Consulting at Concurrent, where they focus on enhancing operational efficacy. In 2023, they founded Lenz Insights, LLC, aimed at providing curated advice to leaders of wealth management firms. Liz’s previous roles include Senior Internal Auditor and Vice President at Raymond James, where they led practice management initiatives, coaching programs, and strategic consulting for financial advisory practices. Their educational background includes a Bachelor's degree in Finance & Management from Florida State University and an International Baccalaureate Diploma from Stanton College Preparatory School.
This person is not in the org chart
This person is not in any teams
This person is not in any offices