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Brandon Casas Location
Charlotte, NC, US
Brandon Casas Work
2026 -now Lead Advisor @
2022 -2025 National Financial Solutions Advisor 2 @
2020 -2022 Financial Advisor Sales Consultant @
2019 -2021 Small Business Retirement Consultant @
2018 -2019 Client Relationship Specialist @
2017 -2018 Bankruptcy Specialist @
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 and Vanguard. 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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