Brian McCormack, CFP in

Brian McCormack, CFP

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Vice President - Financial Consultant at Charles Schwab
📍 Wilmington, North Carolina, United States

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Experience
41 Years
Current Role
Vice President - Financial Consultant
Job Level
Senior
Location
Wilmington, North Carolina, United States
Personality Overview

How Brian shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Brian cares about

Strategic Priorities
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Career

Work history

10-2016
Vice President - Financial Consultant
Charles Schwab
6-2013 - 10-2016
Institutional Advisory Services
First Citizens Bank
1-2012 - 3-2013
Vice President, Financial Advisor
CapTrust
8-1999 - 11-2011
Institutional Business Development
BB&T
12-1995 - 7-1999
Vice President and Trust Officer
Centura Bank
In the press

Media appearances

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Education
Education details unavailable
North Carolina Wesleyan University
1979 - 1983
BA
North Carolina Wesleyan University
1991 - 1993
CFP
College for Financial Planning
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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