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Concurrent Shifts Into Growth Mode with Four Industry Hires : comparemela.com
Concurrent Shifts Into 'Growth Mode' with Four Industry Hires
Concurrent has tapped leaders from Goldman Sachs, Fidelity, Creative Planning and Wealth Enhancement Group to support strategic growth.
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New York
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United States
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Bo Ellison
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Raymond James
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Nate Lenz
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Joe Mooney
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Matthew Unger
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Kerry Mcdermott
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Casey Bates
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Goldman Sachs
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Mooney
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Wealth Enhancement Group
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East Coast
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Creative Planning
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Managing Director
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Growth Casey Bates
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United Capital
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New York City
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Merchant Investment Management
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