Brian McCormack Location
Wilmington, NC, US
Brian McCormack Work
- 2016 - now Vice President - Financial Consultant @ Charles Schwab
- 2013 - 2016 Institutional Advisory Services @ First Citizens Bank
- 2012 - 2013 Vice President, Financial Advisor @ CAPTRUST
- 1999 - 2011 Institutional Business Development @ BB&T
- 1995 - 1999 Vice President and Trust Officer @ Centura Bank
- 1987 - 1995 Vice President and Trust Officer @ Bank of America
- 1983 - 1986 Registered Representative @ Penn Mutual
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
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 4 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Brian McCormack?
Find contact details for 700 million professionals.
Others Named Brian McCormack
-
Brian McCormack
Vice President - Financial Consultant at Charles Schwab
Wilmington, NC, US45+ -
Brian McCormack
Chief Operating Officer at Atlas Restaurant Group
Washington, DC, US12
Top Charles Schwab Employees
-
Kathie Chao
Managing Director, Wealth Offers, Operations, and Strategy at Charles Schwab
San Francisco, CA, US35+ -
Jeff Houdek
Founder and CEO at JJH Investing at Charles Schwab
Appleton, WI, US31 -
35+
-
33
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
