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Byron Echeverria
Byron Echeverria
Regional Vice President | Loren D. Stark Company
Houston, Texas, United States
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.
Byron Echeverria
Work Experience
Regional Vice President at
Loren D. Stark Company
May 2022 - Present
Sales Associate at
Loren D. Stark Company
May 2022 - August 2022
Rerirement Plan Consultant at
Insperity, Inc.
June 2019 - April 2022
Sales Consultant, Retirement Services at
Insperity, Inc.
August 2021 - April 2022
Retirement Plan Consultant at
Slavic Integrated Administration, Inc.
September 2015 - June 2019
Senior Registered Associate Financial Planning Associate at
Morgan Stanley
May 2011 - May 2015
Registered Client Service Associate at
UBS Group AG
July 2007 - May 2011
District Executive at
Boy Scouts of America
July 2006 - May 2007
Account Executive at
Zempler Bank
April 2005 - July 2006
Finance Research & Teaching Assistant at
Shear Perfection
January 2002 - April 2005
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
*****@ldsco.com
Colleagues
Chief Actuary
Managing Member
Regional Vice President Marketing
Regional Vice President Marketing
Regional Vice President