what do you want life to look like 10 years from today?@ Consolidated Planning, Inc.
Charlotte, North Carolina, United States
Brian Echevarria
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Florida State University
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FlashIntel GPTBrian Echevarria is a highly skilled professional with 3.1 years of experience in strategic planning, public speaking, leadership, and marketing strategy. Based in the United States, he has a strong background in event management, new business development, coaching, and team building. With expertise in research, training, and event planning, Brian is adept at providing exceptional customer service and implementing effective financial strategies. He has worked at Consolidated Planning, Inc. as a Financial Advisor and Strategic Planning Group, gaining valuable experience in the financial services industry.
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About
Brian Echevarria. Optimal Financial Success; Why Not You? Location: Charlotte, North Carolina Area; Industry: Financial Services ... Financial Specialist · Consolidated Planning, Inc. ... Financial Representative at Consolidated Planning, Inc.
Work Experience
what do you want life to look like 10 years from today?
Financial Advisor
Financial Services
Brian Echevarria's Professional Milestones
- Financial Advisor (2022-06-01~): Provided strategic financial guidance to clients, enhancing their financial stability and maximizing their profitability.
- Financial Advisor (2020-10-01~): Providing strategic financial guidance and facilitating successful business growth.
Education
Skill
Strategic Planning
Public Speaking
Leadership
Marketing Strategy
Leadership Development
Event Management
New Business Development
Coaching
Team Building
Research
Training
Event Planning
Marketing
Teaching
Organizational Development
Project Planning
Customer Service
Curriculum Design
Staff Development
Volunteer Management
Public Relations
Retirement Planning
Investments
Mutual Funds
Estate Planning
Financial Services
Cash Flow
Certification
Colleagues
Tiffany Thompson
Director Of First Impressions
Carey Golden
Managing Director
Jessica Millis
Managing Director
Andy Brincefield
President & Chief Executive Officer
Roy Pinckney
managing director at consolidated planning inc
Other Named Brian Echevarria
Frequently asked questions
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Brian Echevarria works for Consolidated Planning, Inc.
Brian Echevarria's role in Consolidated Planning, Inc. is what do you want life to look like 10 years from today?
Brian Echevarria works in the industry of Financial Services
Brian Echevarria's colleagues are Tiffany Thompson,Carey Golden,Jessica Millis
Brian Echevarria's latest job experience is what do you want life to look like 10 years from today? at Consolidated Planning, Inc.
Brian Echevarria's latest education in Florida State University
