Byron Echeverria
Loren d Stark Company @Loren D. Stark Company
Houston, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Present
Loren d Stark Company @Loren D. Stark Company
View department →
EDUCATION
2002 — 2005
Brigham Young University–Hawaii
BS, Finance, Business,
2014 — 2015
Rice University (# 281864)
CFP® Financial Planning and Services, General Studies
SKILLS
CreditFinancial ModelingFinancial AnalysisInvestmentsBusiness AnalysisCapital MarketsSeries 7Investment Advisory401k RolloversEstate PlanningCustomer SatisfactionPerformance ReportingAsset ManagmentNew Business DevelopmentInvestment Advisory ServicesEtfsRetirement PlanningFixed IncomeAsset ManagementAccountingVariable AnnuitiesBusiness Relationship ManagementBudgetsFinanceAsset AllocationBankingMutual FundsBloombergPrivate BankingPortfolio ManagementCrmCorporate FinanceAlternative InvestmentsBloomberg TerminalSecurities LendingClient RelationsConsumer LendingDue DiligenceBusiness DevelopmentEquities
ABOUT BYRON ECHEVERRIA
I collaborate with business owners, Financial Advisors, and CPAs to successfully develop…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.