Courtney Haddad

Courtney Haddad currently serves as the Chief Compliance Officer at Concurrent, a firm dedicated to empowering financial advisors with the tools and resources needed for independent business success, which has been a role since June 2022. Prior to this, Courtney held senior positions at Raymond James Financial, including Senior Vice President and Director of Branch Supervision, as well as Vice President and Managing Director of Branch Supervision, from January 2011 to June 2022. Early in the career, Courtney worked as a Financial Advisor at Morgan Stanley from October 1998 to December 2001, managing 316 client accounts and assisting individuals in their financial planning. Courtney holds a Bachelor of Science degree in Economics from the University of Florida and has education from Clearwater Central Catholic and The Wharton School.