Profile
Curtis Congdon currently works as the President at XML Financial Group LLC.
Curtis Congdon active positions
| Companies | Position | Start |
|---|---|---|
XML Financial Group LLC
 XML Financial Group LLC Miscellaneous Commercial ServicesCommercial Services XML Financial Group LLC provides financial and wealth management services. It offers advisor consulting, financial planning, investment management, and trust services. The company was founded by Robert D. Kantor, Michael Patrick Jacobs and Brett Shane Bernstein in 2004 and is headquartered in Rockville, MD. | President | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
XML Financial Group LLC
XML Financial Group LLC Miscellaneous Commercial ServicesCommercial Services XML Financial Group LLC provides financial and wealth management services. It offers advisor consulting, financial planning, investment management, and trust services. The company was founded by Robert D. Kantor, Michael Patrick Jacobs and Brett Shane Bernstein in 2004 and is headquartered in Rockville, MD. | Commercial Services |
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