Nate Lenz: Why $7 Billion Concurrent Advisors Left Raymond James

At age 34, Nate Lenz already seems to have fit a full career into a little more than a decade. He has led a succession-planning and acquisitions team at Raymond James Financial, founded his own consulting firm, and just moved Concurrent Advisors, which he co-founded on the RayJay platform, to…#natelenz #concurrentadvisors #rayjay #tampa #barronsadvisor
Source: Reuters: Health - Category: Consumer Health News Source Type: news