Concourse Financial Group

Financial Services - Birmingham, Alabama, US

Concourse Financial Group Employees
Rachel Clu

AVP Account Management, Training, and Marketing

Contact Rachel Clu

Shannon Perkins

Operations Specialist

Contact Shannon Perkins

Chris Huening

Dedicated Life Consultant

Contact Chris Huening

Drew Bannock

Regional Vice President

Contact Drew Bannock

Lourdes Chaiveera

Registered Financial Representative

Contact Lourdes Chaiveera

Rachael Pintaric

Supervisory Principal

Contact Rachael Pintaric

Matthew Tucker

Planning Consultant

Contact Matthew Tucker

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Concourse Financial Group Senior Management
Doyle Williams

Chief Executive Officer

Contact Doyle Williams

Kim Davis

Managing Director, Business Development

Contact Kim Davis

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Concourse Financial Group Details

Our mission is to become essential to the success of our financial professionals by providing a single destination for holistic insurance and financial planning support and best-in-class services and solutions.

Concourse Financial Group logo, Concourse Financial Group contact details
Employees: 250 - 499
HQ: (833) 504-1774
Location: Birmingham, Alabama, US
Revenue: $232 million
Financial Services Best-In-Class Service Financial Planning Wealth Management Holistic Financial Advice Financial Solutions Financial Consulting Insurance Services
Concourse Financial Group Technologies
Email Providers

Outlook

Marketing Automation

Pardot

Domain Name Services

CSC Corporate Domains

Support and Feedback

Zendesk

Other

Microsoft Office 365

Hosting

Microsoft Azure Hosting

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