Concurrent's Finance department is led by Bo Ellison (Chief Financial Officer) and has 14 employees.
Kyle Venditti
Senior Wealth Manager
Blair Ridley
VP Fixed Income Portfolio Manager
Stephen Andersen
Vice President of Accounting
Matthew Menkhaus
Director, Investments
Hunter Stewart
Director of Finance
Josh Don
Director, Investment Operations
Jennifer Root
Associate Director of Finance
Jose Serra
Associate, Retirement Plan Services
Nathan Coley
Director, Retirement Plan Operations
Kristin Nelson
Vice President, Investments
Joshua Grundhoefer
Financial Advisor Assistant
Jonathan Leeks
VP, Investment Analytics
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