Byron Echeverria

Role: Loren d Stark Company at Loren D. Stark Company
Location: Houston, TX, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Byron Echeverria

I collaborate with business owners, Financial Advisors, and CPAs to successfully develop…

Experience

Loren d Stark Company
Loren D. Stark Company
Present

Education

Brigham Young University–Hawaii
BS, Finance, Business,
2002 — 2005
Rice University (# 281864)
CFP® Financial Planning and Services, General Studies
2014 — 2015

Skills

Credit
Financial Modeling
Financial Analysis
Investments
Business Analysis
Capital Markets
Series 7
Investment Advisory
401k Rollovers
Estate Planning
Customer Satisfaction
Performance Reporting
Asset Managment
New Business Development
Investment Advisory Services
Etfs
Retirement Planning
Fixed Income
Asset Management
Accounting
Variable Annuities
Business Relationship Management
Budgets
Finance
Asset Allocation
Banking
Mutual Funds
Bloomberg
Private Banking
Portfolio Management
Crm
Corporate Finance
Alternative Investments
Bloomberg Terminal
Securities Lending
Client Relations
Consumer Lending
Due Diligence
Business Development
Equities

Contact information

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Work email
•••••@ldsco.com
Personal email
•••••@•••••.com
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Current company

Loren D. Stark Company

Financial Services · 97 employees · Founded 1910 · Houston, Texas, United States

The Loren D. Stark Company (LDSCO), as a Retirement Plan Consulting and Administration firm, has developed a close relationship with the business community in Houston and across Texas, Louisiana and Oklahoma. From the beginning our objective has been to provide our clients with a Plan design that meets the needs of the business owner(s), as well as the employees. LDSCO believes that the selection of an Employee Benefits Consulting Firm will have a significant impact on the shape and perception of your Employee Benefit Program. Hiring the right Third Party Administrative (TPA) firm will make that impact positive and add value to an employer’s Retirement Plan. In making a recommendation to a prospective client, LDSCO prepares custom illustrations identifying the different results obtainable by the employer. These recommendations may include Safe Harbor provisions, New Comparability, Integrated allocation features, as well as Defined Benefit plan designs. The LDSCO Staff of Attorneys and Consultants are specialists in Pension, Profit Sharing, Cash Balance, Employee Stock Ownership and 401(k) Plan Administration. These services include in part plan design and document preparation, compliance testing and reporting, annual plan participant ERISA compliance statements, participant loan and distribution documentation, and the plan’s signature ready Form 5500. LDSCO has an ongoing commitment to the development and integration of state-of-the-art technology and services to provide our clients with the most comprehensive Retirement Plan available.

ldsco.com

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About Byron Echeverria

Experience

Loren d Stark Company

Education

Brigham Young University–Hawaii

Rice University (# 281864)

Skills

Find verified contacts for anyone on LinkedIn