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Associate Director, Central Operations @Concurrent
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WORK HISTORY
Associate Director, Central Operations @Concurrent
As Associate Director of Central Operations at Concurrent, I support advisors by optimizing operational processes that enhance the client experience. My role involves collaborating across departments to ensure smooth onboarding, implementing efficient workflows, and maintaining compliance standards—all while enabling advisors to focus on delivering personalized, high-quality guidance. Working behind the scenes to ensure that everything runs seamlessly, so clients receive consistent and reliable service at every touchpoint.
EDUCATION
University of Florida
Bachelor’s Degree, Business Administration and Management, General
ABOUT KARRISA MARINEZ
I\'m passionate about building strong operational processes and team-focused relationships that empower advisors to deliver exceptional client service. With a foundation in financial services and wealth management, I blend strategic thinking with a people-first approach—balancing operational efficiency and empathetic support so both processes and partnerships thrive.
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