At Concurrent, Courtney Haddad leads as Chief Compliance Officer (CCO), where she supervises an organization comprised of 98 advisors in 44 office locations with $10 billion in assets under management (AUM) and is supported by an exceptional team of fifty home office 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 maximize Concurrent’s organizational capabilities, operations, offerings, and compliance methodologies.
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 teenage sons, whose vocabulary is strictly limited to “mom,” “no” and “where is mom?”