Brandon Casas
Brandon Casas - Lead Advisor
- Role
- Lead Advisor at TruNorth Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Brandon Casas
Helping individuals and families achieve their ideal retirement.
Experience
Lead Advisor
Jan 2026 — Present · Charlotte, NC, US
Helping Individuals and Families Achieve Their Ideal Retirement
Education
University of Maryland
Bachelor of Business Administration (BBA), Business
2012 — 2014
University of North Carolina at Charlotte
Bachelor of Business Administration (B.B.A.), Finance, Risk
2014 — 2016
Skills
- Spanish
- Marketing
- Financial Analysis
- Microsoft Word
- Leadership
- Teamwork
- Strategic Communications
- Powerpoint
- Microsoft Excel
- Networking
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