Concurrent Information
Contact top employees from
Concurrent
Summary
Concurrent is a private company that has been in the industry for 10 years. The company currently specializes in the Financial Services area. The position of the Co-Founder is occupied by Nate Lenz. Its headquarters is located at San Diego, California, USA. The Concurrent annual revenue is estimated at < 1M. To connect with Concurrent employee register on SignalHire.
Organization Website | poweredbyconcurrent.com |
Social Links |    |
Phone Number | 8135752652 |
Industries | |
Headquarters Location | 100 S Ashley Dr, Tampa, Florida, 33602 US |
Employees Size | 100-200 employees |
Specialties | 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 |
DMA Code | San Diego County |
Founded | 2017 |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2009 | Privately Held | 25 - 100 | 11.4M | $0 | |
| - | Privately Held | 100 - 250 | 23.4M | $0 | |
| 2007 | - | 25 - 100 | 2.4M | $0 | |
| 2017 | Privately Held | 1-10 | - | $- |
Estimated Website Traffic
The chart shows a growth in traffic to the poweredbyconcurrent.com website. In November, traffic increased to 18577, compared to 18512 in the previous month. The highest traffic in 2025 was recorded in November, reaching 18577 visits.
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Concurrent shows a diverse range of experience levels:
10% have been with the company for less than 1 year20% for 1–2 years35% for 3–4 years20% for 5–7 years15% for 8–10 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Concurrent
Joseph Mooney
Managing Director, Head of Business Development
Scott Benson
Senior Vice President, Compliance
Matthew Unger
VP, Head of Centralized Wealth Advisory Services
Brian Heimowitz
Vice President, Alternative Investments
Tatiana Stratigaki
VP, Head of Office Boca Raton
C Nicholas Van Horn
VP, Practice Synergies
David Patchen
Executive in Residence
Nick Klein
Business Development Officer
Lorraine Wojtas
Branch Manager
Morgan Buckridge
Associate Director, Concierge Team
Tiahna Lilavois
Associate, CSA
George Hoos
Sr VP
Julia Pece
Business Development Analyst
Jennifer Root
Finance Associate
Tommy Houlihan
Operations Analyst
José Alejandro Ochoa Serra
Retirement Plan Services Analyst
Nathan Coley
Director, Retirement Plan Operations
Steve Bielke
Managing Director of Business Development
Bo Ellison
Chief Financial Officer
Shikha Midha
Director, Centralized Wealth Advisory Solutions
George Kiesel III
Director
Andrew Farrell
Director of Retirement Plan Services
Daniel Froning
Associate Financial Planner
Jonathan Leeks
VP, Investment Analytics
Julia Sharlow
Director Base Camp Operations
Marilyn Smith
Senior Director Base Camp Platform Operations
Mark Rossi
SVP of Business Development
Jeremy Massullo
Managing Director, Operations
Similar Companies
FAQ
Concurrent operates in the Finance industries. More details can be found on the official website: poweredbyconcurrent.com.
The headquarters of Concurrent are located in Tampa, United States.
The current CEO of Concurrent is Nate Lenz
You can contact Concurrent by phone at 8135752652.
Concurrent currently employs 100-200 people.
Concurrent's revenue is approximately < 1M.
Well-known competitors of Concurrent include SGH Macro Advisors, cfX Incorporated, Secure Money Advisors and OnAir Advisors.
