Nick Klein

Business Development Officer at Concurrent

Nick Klein currently serves as the Vice President of Business Development at Concurrent, where responsibilities include identifying and consulting with high-caliber candidates for strategic partnerships within an advisor-owned network managing over $22 billion in assets. Previously, during tenure at Raymond James Financial, Nick Klein significantly contributed to the RIA Division's growth, adding over a billion in net new assets annually, while also consulting on business continuity and acquisition strategies. Earlier experiences include a role as Staffing Manager at SNI Companies, and competitive collegiate diving at Florida State University, where Nick Klein was the team captain. Educational credentials include a Bachelor of Science in Political Science from Florida State University and an Executive Certificate in Financial Planning from the University of Tampa.

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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