Company

Concurrent

Financial Services Tampa, Florida, United States 80 employees

Employees: 80
Contacts: 4
Emails: 4
Phones: 2

poweredbyconcurrent.com LinkedIn

Concurrent Overview

Headquarters: Tampa, Florida, United States
Website: poweredbyconcurrent.com
Industry: Financial Services
Employees: 80
Founded: 2017
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Corporate retirement plan consulting Nonprofit retirement plan consulting Investment management Financial Planning 401(k) plan rollovers Retirement Planning Credit lending and cash management Asset management

About 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.

Concurrent Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 2; 50.0% coverage

Concurrent Org Chart

Sample employees and titles

Name	Title	Location	Contact
Mark Rossi	Business Development Officer - Northwest and Northern California Region @ Concurrent Investment Advisors - Mba, Strategic Partnerships	San Francisco Bay Area, United States	Email Phone
Tom Pistole, Chfc, Clu, Cltc	Business Development - Sales Management	Prescott, Arizona, United States	Email
Paul D. Phan	Institutional Sales Director	Washington, District of Columbia, United States	Email
Eddy Augsten, Cima, Caia, Msf	Strategic Investment Leader - Building Scalable Wealth Solutions at Concurrent - Where Clarity Meets Complexity	Miami-fort Lauderdale Area, United States	Email Phone