Experience

Concurrent

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder and CEO

  • Dec 2016 - Present

  Tampa/St. Petersburg, Florida Area 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 and 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… Show more 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 and 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. Show less



Lenz Insights, LLC

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Partner

  • Mar 2023 - Present

  Tampa/St. Petersburg, Florida Area



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Succession Planning & Acquisitions

  • Jul 2014 - Aug 2016

  Tampa/St. Petersburg, Florida Area

• Sr. Consultant, Succession Planning & Acquisitions

  • Jun 2012 - Jul 2014

• OPTIONS Program Analyst

  • Jun 2011 - May 2012



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Institutional Equities Sales and Trading Summer Analyst

  • Jun 2010 - Aug 2010