Concurrent
Tim Bailey currently serves as the Regional Director of Business Development at Concurrent since January 2024. Previously, Tim held the position of Senior Financial Analyst at Bloomin' Brands, Inc. from June 2022 to January 2024, and worked as an Investment Counselor at Fisher Investments from December 2021 to May 2022. Tim's earlier experience includes roles as an Internal Wholesaler at Carillon Tower Advisers, and various consulting and analyst positions at Raymond James, including a focus on succession planning and acquisitions. Tim has also worked as a Technical Writer and Project Estimator at BCPeabody and held management roles at Avila Golf and Country Club. Tim began professional development as a Business Analyst Intern at Suncoast Coffee Service and Vending. Tim graduated with a Bachelor of Arts in Economics from the University of South Florida in 2013.
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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.