Byron Echeverria's Location
Katy, TX, US
Byron Echeverria's Work
- Sales Associate @ Loren D. Stark Company
- Sales Consultant, Retirement Services @ Insperity
- Rerirement Plan Consultant @ Insperity
- Retirement Plan Consultant @ Slavic401k
- Senior Registered Associate Financial Planning Associate @ Morgan Stanley
- Registered Client Service Associate @ New York Fitness
- District Executive @ Boy Scouts of America
- Account Executive @ Cashplus Bank
- Finance Research and Teaching Assistant @ BYU Hawaii
Byron Echeverria's Education
- Rice University (# 281864)
CFP® Financial Planning and Services (General Studies)
2014 - 2015 - BRIGHAM YOUNG UNIVERSITY HAWAII
BS (Finance, Business,)
2002 - 2005
Byron Echeverria's Skills
- Accounts Receivable
- Quantitative Analytics
- US Treasuries
- Equities
- Academic
- Mutual Funds
- Bloomberg
- Fixed Income
- Mortgage Lending
- Organizational Structure
Byron Echeverria's Summary
Byron Echeverria, based in Katy, TX, US, is currently a Sales Associate at Loren D. Stark Company, bringing experience from previous roles at Insperity, Slavic 401k and Morgan Stanley Wealth Management. Byron Echeverria holds a 2014 - 2015 CFP® Financial Planning and Services in General Studies @ Rice University (# 281864). With a robust skill set that includes Accounts Receivable, Quantitative Analytics, US Treasuries, Equities, Academic and more, Byron Echeverria contributes valuable insights to the industry. Byron Echeverria has 2 emails on RocketReach.
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