Directory

>

Byron Echeverria

avatar

Byron Echeverria

Regional Vice President | Loren D. Stark Company

Houston, Texas, United States

View contact details (it's free)

Byron Echeverria

Summary

Byron Echeverria is a seasoned financial professional with extensive expertise in retirement planning and asset management. He currently serves as the Regional Vice President at Loren D Stark, where he collaborates with CPAs and financial advisors to create tailored retirement solutions for businesses and high-net-worth individuals. With a strong foundation in finance from both Rice University and Brigham Young University Hawaii, Byron combines academic knowledge with practical experience. His previous roles in various financial institutions have honed his skills in client relationship management and strategic planning. Byron is dedicated to providing tax-efficient retirement plans that not only meet compliance standards but also enhance employee retention. He is also a candidate for the CERTIFIED FINANCIAL PLANNER designation, reflecting his commitment to professional development. Fluent in Spanish, Byron is adept at navigating diverse client needs and fostering strong partnerships.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Byron Echeverria

Work Experience

company logo

Regional Vice President at

Loren D. Stark Company

May 2022 - Present

company logo

Sales Associate at

Loren D. Stark Company

May 2022 - August 2022

company logo

Rerirement Plan Consultant at

Insperity, Inc.

June 2019 - April 2022

company logo

Sales Consultant, Retirement Services at

Insperity, Inc.

August 2021 - April 2022

company logo

Retirement Plan Consultant at

Slavic Integrated Administration, Inc.

September 2015 - June 2019

company logo

Senior Registered Associate Financial Planning Associate at

Morgan Stanley

May 2011 - May 2015

company logo

Registered Client Service Associate at

UBS Group AG

July 2007 - May 2011

company logo

District Executive at

Boy Scouts of America

July 2006 - May 2007

company logo

Account Executive at

Zempler Bank

April 2005 - July 2006

💼

Finance Research & Teaching Assistant at

Shear Perfection

January 2002 - April 2005

Logos provided by Logo.dev

Byron Echeverria

Education

Rice University (# 281864), Cfp® Financial Planning And Services

January 2014 - January 2015

brigham young university hawaii, Bs

January 2002 - January 2005

Frequently Asked Questions about Byron Echeverria

What is Byron Echeverria email address?

Byron Echeverria's primary email address is *****@ldsco.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Byron Echeverria work for?

Byron Echeverria is a Regional Vice President at Loren D. Stark Company, a company specializing in Monetary Authorities-Central Bank.

Where Byron Echeverria graduated from?

Byron Echeverria holds a degree in General Studies from Rice University (# 281864).

How can I directly contact Byron Echeverria?

To contact Byron Echeverria directly, you can use the email address *****@ldsco.com. Complete contact information is available upon registration with Muraena.

Who is Byron Echeverria?

Byron Echeverria is a seasoned financial professional with extensive expertise in retirement planning and asset management. He currently serves as the Regional Vice President at Loren D Stark, where he collaborates with CPAs and financial advisors to create tailored retirement solutions for businesses and high-net-worth individuals. With a strong foundation in finance from both Rice University and Brigham Young University Hawaii, Byron combines academic knowledge with practical experience. His previous roles in various financial institutions have honed his skills in client relationship management and strategic planning. Byron is dedicated to providing tax-efficient retirement plans that not only meet compliance standards but also enhance employee retention. He is also a candidate for the CERTIFIED FINANCIAL PLANNER designation, reflecting his commitment to professional development. Fluent in Spanish, Byron is adept at navigating diverse client needs and fostering strong partnerships.

Byron`s contact details

mail

*****@ldsco.com

Colleagues

avatar
Dayton Stark

Managing Member

avatar
George Melkonian

Regional Vice President Marketing

avatar
Jason Rogers Qka

Regional Vice President Marketing

avatar
Tom Pohlmann

Regional Vice President

View Contact details (it's free)
Request Profile Removal