Brian McCormack Email & Phone Number

Vice President - Financial Consultant @ Charles Schwab

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Brian McCormack Location

Wilmington, NC, US

Brian McCormack Work

2016 -now Vice President - Financial Consultant @
2013 -2016 Institutional Advisory Services @
2012 -2013 Vice President, Financial Advisor @
1999 -2011 Institutional Business Development @
1995 -1999 Vice President and Trust Officer @ Centura Bank
1987 -1995 Vice President and Trust Officer @
1983 -1986 Registered Representative @

Brian McCormack Education

College for Financial Planning
CFP (Financial planning)
1991-1993
North Carolina Wesleyan College
BA (Economics, Business Administration)
1979-1983
Kaplan Financial
North Carolina Wesleyan University
Cannon Trust School
(Employee Benefits)
Campbell University
(Southeastern Trust School)
Cannon Trust School
(Personal Trust)

Brian McCormack Skills

Wealth Management
Life and Health Insurance Licenses
Sales Management
Strategic Financial Planning
401k
Financial Analysis
Customer Service
Pensions
Financial Planning
Project Planning
Series 65
Sales Presentations
Consultancy
Insurance Planning
Problem Solving
Investments
Banking
Territory Analysis
Enterprise Sales
Advisory
New Business Development
Excel
Executive Compensation
PowerPoint
Qualified Retirement Plans
Planning
Asset Management
Insurance
Advisory Services
401k Retirement Savings Plans
Services
Analysis
Asset Managment
Training
Public Speaking
Advisory Boards
Prospect Research
Consulting
Board Presentations
Long Term Care Insurance
Finance
Pricing Negotiation
Institutional
Market Analysis
Retirement Planning
Corporate Trust
Project Implementation
Complex Sales
Medicare
Business Analysis
Microsoft Excel
Asset Allocation
Financial Services
Retirement Plan Consulting
Cold Calling
Portfolio Management
SharePoint
Circumstances
Foundation
Social Influence
Financial Advisory
Portfolio
Responsibility
Charlotte
Top Performer
Interest Rates
Sqlbase
Baltimore
Foundations
CRM
Investment Management
Estate Planning
Peak Performance
Business Administration
President's Club
Cape
Business Development
Accounting
Council
Employee Benefits
County
Market Share
Catholicism
Securities
Life Insurance
Campbell
Board of Directors
Industrial Sector
Firefighting
System
Rural Development
Institutional Sales
Affluent
Atlanta
Google Groups
Series 7
LinkedIn
Strategic Planning
Sales
Investment Advisory Services
Investment Advisory
High Net Worth Individuals
Fire Management
Cannon
Loan Origination
Medicare Supplements
Community
Institutional Business Development
Long Term Care
Internal Audit
History
Medicine
Pollution
Business Services
Trust
NFPA
Personal Trust
Certified Financial Planner
Families
Mergers and Acquisitions
Direct Marketing
401 Retirement Savings Plans

Brian McCormack Summary

Brian McCormack, based in Wilmington, NC, US, is currently a Vice President - Financial Consultant at Charles Schwab. Brian McCormack brings experience from previous roles at First Citizens Bank, CapTrust, BB&T and Centura Bank. Brian McCormack holds a 1991 - 1993 CFP in Financial planning @ College for Financial Planning. With a robust skill set that includes Wealth Management, Life and Health Insurance Licenses, Sales Management, Strategic Financial Planning, 401k and more. Brian McCormack has 3 emails and 2 mobile phone numbers on RocketReach.