Nick Klein

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.