(PRWEB) July 01, 2016
Keith Krueger has been promoted to Chief Operating Officer at CONCERT Global.
He previously was managing director of the firm's Enterprise program which helped Advisors maximize the value of their business, acquire other practices and develop succession strategies.
In his new role as Chief Operating Officer, Keith will implement the overall strategy of CONCERT on a day-to-day basis and work with each group to facilitate change for building on the company's strengths. He will help the board of directors and senior management understand the current market conditions, risks and opportunities, while tactically managing business plans.
"I want to fully understand the current success plan that is in place today and use that knowledge to analyze a broader market approach to finding new profitable opportunities," he said. "This is an industry going through a lot of change, and CONCERT's core business strategy will help us take advantage of that change."
"I am excited to help management expand our focus on opportunities that will help us grow in new business lines," he added. "I plan to leverage our successful current strategy, while at the same time continue to support our Financial Advisors with solid products and outstanding client service".
"Keith leveraged his extensive strategic and managerial skills in successfully building out our firm's Enterprise program," said Felipe Luna, CEO of CONCERT Global Group. "That success provides a strong foundation for Keith as he steps into his new role as COO."
CONCERT Global is an Advisor Technology and back office services company providing a comprehensive suite of services to independent Advisors (IARs), Registered Investment Advisors (RIAs) and Broker/Dealers (B/Ds). Our fully integrated platform of technology solutions, technology services and administrative support offers increased efficiency and scale allowing our Advisors to focus on clients instead of the back office. CONCERT Wealth Management, Inc., its registered investment advisor affiliate, provides additional efficiencies to advisors throughout the country by leveraging strong industry relationships, back office and compliance services. The firm's Capital Management division also provides investing solutions to help advisors better serve their existing clients while cultivating practice growth.