Neelab N.

Vice President at Concurrent

Neelab N. is a seasoned financial services professional with extensive experience in strategic leadership roles. Since December 2016, Neelab serves as Vice President at Concurrent, a firm dedicated to empowering advisors with the independence and resources necessary to enhance client care. Prior to this position, Neelab was Director of Strategy at NEXT Retirement Solutions from May 2016 to December 2017, focusing on tailored retirement planning solutions. Earlier career experience includes serving as a Financial Consultant at Wells Fargo Advisors from March 2011 to May 2016, where Neelab contributed to the customization of corporate retirement services and provided comprehensive support for fiduciary responsibilities.

Location

San Diego, 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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