Brandon Casas Email & Phone Number
Lead Advisor @ TruNorth Advisors
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Brandon Casas Location
- Charlotte, NC, US
Brandon Casas Work
- Lead Advisor @ (January 2026 - Present)
- National Financial Solutions Advisor 2 @ (December 2022 - June 2025)
- Small Business Retirement Consultant @ (September 2019 - August 2021)
- Client Relationship Specialist @ (July 2018 - September 2019)
- Bankruptcy Specialist @ (June 2017 - May 2018)
- Financial Advisor Sales Consultant @ (February 2020 - December 2022)
Brandon Casas Education
- University of North Carolina at Charlotte
Bachelor of Business Administration (B.B.A.) (Finance, Risk)
2014-2017 - University of Maryland
Bachelor of Business Administration (BBA) (Business)
2012-2014 - Gilman 2005-2012
Brandon Casas Summary
- Brandon Casas, based in Charlotte, NC, US, is currently a Lead Advisor at TruNorth Advisors. Brandon Casas brings experience from previous roles at Bank of America Merrill Lynch, Vanguard and Wells Fargo Home Mortgage. Brandon Casas holds a 2014 - 2017 Bachelor of Business Administration (B.B.A.) in Finance, Risk @ University of North Carolina at Charlotte. Brandon Casas has 2 emails and 2 mobile phone numbers on RocketReach.
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