Bo Ellison

Bo Ellison, CPA, currently serves as Chief Financial Officer at Concurrent since January 2024. Prior experience includes roles as Divisional Controller for Retirement Services at Creative Planning from January 2022 to December 2023, and Divisional Controller at Lockton Retirement Services from March 2019 to December 2021. Prior to these positions, Bo Ellison worked at EY from September 2013 to March 2019, progressing from Financial Service Assurance Staff/Senior to Financial Service Assurance Manager, focusing on clients in the Financial Services sector, particularly in Banking and Capital Markets. Earlier experiences include a Summer Assurance Internship at EY in 2012 and a Summer Internship at Merrill Lynch in 2011. Bo Ellison holds a Bachelor of Science degree in Accounting and Finance, with a minor in Leadership Studies, from Kansas State University, completing studies in 2013.