Courtney Haddad

Chief Compliance Officer at Concurrent

Speaker

At Concurrent Investment Advisors, LLC (“Concurrent”), Courtney leads as Chief Compliance Officer (CCO), where she oversees an organization comprised of 128 advisors in forty five branch offices with $10 billion in assets under management (AUM) and drives an exceptional team of associates. Courtney’s demonstration of both entrepreneurial and intrapreneurial spirit gives her an innate ability to quickly identify and actualize valuable ideas, employing astute business strategies that will maximize organizational capabilities, operations, offerings, and associate performance.

Courtney earned a Bachelor of Science in Economics from the University of Florida and holds the Series 4, 7, 24, 31, 63, and 65 as well as life, health, and variable annuity licenses.

Outside Concurrent, Courtney has no free time, since her and her husband stay busy raising two sons, whose vocabulary is strictly limited to “mom,” “no” and “where is mom?”