Concurrent Advisors Employee Directory

Concurrent Advisors corporate office is located in 12651 High Bluff Dr Ste 250, San Diego, California, 92130, United States and has 51-200 employees.

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Employees by Department

Departments

Number of employees

Finance

Engineering & Technical

Sales

Information Technology

Operations

Key Employees of Concurrent Advisors

WS
Wesley Springf...
Senior VP, Ai & Business Transformation
PhoneEmail
AR
Albert Ray
Vice President, Wpwg
PhoneEmail
PP
Paul Polese
Senior VP, Business Development
PhoneEmail
JS
John Shahda
Vice President, Investment Strategy & Platform
PhoneEmail
PhoneEmail
PhoneEmail

Concurrent Advisors Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Concurrent Advisors

Hundreds of professionals searching for Concurrent Advisors have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

HH
Hunter Harris
Email Direct
Technology Support Specialist
United States , California , San Diego

MR
Michael Rosta
Email Direct
Senior Director, Central Operations
United States , California , San Diego

PP
Paul Polese
Email Direct
Senior VP, Business Development
United States , California , San Diego

WS
Wesley Springfield
Email Direct
Senior VP, Ai & Business Transformation
United States , California , San Diego

JS
John Shahda
Email Direct
Vice President, Investment Strategy & Platform
United States , California , San Diego

AR
Albert Ray
Email Direct
Vice President, Wpwg
United States , California , San Diego

AB
Art Barno
Email Direct
Advisor Liaison
United States , California , San Diego

JR
John Rajt
Email Direct
Relationship Manager
United States , California , San Diego

TB
Tracie Bailey
Email Direct
Training and Education Consultant
United States , California , San Diego

Former Employees at Concurrent Advisors

Explore people who held key positions, contributed to Concurrent Advisors's success, and advanced their careers.

Steve Bielke

Managing Director, Bus... at Concurrent

Worked as Managing Director, Business Development

at Concurrent Advisors

Direct

Reagan Hlavek

Marketing Coordinator at Raymond James

Worked as Intern

at Concurrent Advisors (2021-2021)

Direct

Jessica Otero

Senior Project Coordin... at Succession Resource Gr...

Worked as Transitions Consultant

at Concurrent Advisors (2022-2023)

Direct

Mask Content

Financial Systems Engi... at HEI Hotels & Resorts

Worked as Financial Analyst

at Concurrent Advisors (2022-2022)

Direct

Mask Content

Manager, Customer Serv... at L3Harris

Worked as Business Development Intern

at Concurrent Advisors (2022-2023)

Direct

Mask Content

Business Solutions Ana... at American Integrity ins...

Worked as Business Operations Specialist

at Concurrent Advisors (2023-2025)

Direct

Explore More

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Frequently Asked Questions Regarding Concurrent Advisors Employees

How many employees does Concurrent Advisors have?

Concurrent Advisors has 51-200 employees

Who are Concurrent Advisors key employees?

Some of Concurrent Advisors key employees are Wesley Springfield, Albert Ray, Paul Polese, John Shahda

Where is Concurrent Advisors located?

Concurrent Advisors’s headquarters are located at 12651 High Bluff Dr Ste 250, San Diego, California, 92130, United States

How do I contact Concurrent Advisors?

Concurrent Advisors Contact Info: Phone number: (858) 634-9665 Website: www.concurrentadvisors.com

What does Concurrent Advisors do?

Concurrent (concurrentadvisors.com) is an advisor-owned partnership of independent organizations working together to realize a common vision of creating a quality client experience while growing their own practices. Headquartered in San Diego, Concurrent was founded in 2016 and currently serves 130 advisors in 59 offices with $13.5 billion in asset... Read More

Is Concurrent Advisors a public company?

Concurrent Advisors is private company therefore does not currently have an official ticker symbol

See more information about Concurrent Advisors Employees