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Concurrent Taps Seasoned Financial Services Leaders to Helm Recruitment and Next-Gen Talent Growth

Concurrent Taps Seasoned Financial Services Leaders to Helm Recruitment and Next-Gen Talent Growth
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United statesMatthew ungerBo ellisonCasey batesJoe mooneyKerry mcdermottNate lenzCorporate solutions programRetirement services at creative planningWealth enhancement groupHead of centralized wealth advisory servicesProgram developmentEnterprise developmentGoldman sachsInvestment advisorsTaps seasoned financial services leaders

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.

New yorkUnited statesBo ellisonRaymond jamesNate lenzJoe mooneyMatthew ungerKerry mcdermottCasey batesGoldman sachsWealth enhancement groupEast coastCreative planningManaging directorGrowth casey batesUnited capital