Brian Eichler

Manager: Financial Wellness & Advice at CAPTRUST

Brian Eichler has a diverse work history that spans over three decades. Brian started their career as the General Manager of Hungate's Inc in 1986, where they were responsible for the daily operations of the retail business. During their tenure, Brian demonstrated strong leadership skills and expanded their expertise across various departments. In 2007, they transitioned to the role of Assistant Manager at Babies R Us, where they provided guidance and direction to the store team and oversaw operations in areas such as guest satisfaction, inventory control, and human resources. In 2008, Brian joined Fidelity Investments, initially as a Workplace Planning and Guidance Consultant, helping participants establish retirement plans. Later, they took on the role of Interim Service Delivery Manager, leading a team of up to 18 associates to meet operational metrics and contribute to the firm's strategic goals. In 2014, Brian joined CAPTRUST as the Manager of Financial Wellness & Advice, specializing in providing consultative advisory services to retirement plan sponsors and high net-worth individuals. Brian holds licenses including Series 9/10, 7, 6, and 63.

Brian Eichler's education history includes attending the University of North Carolina at Pembroke from 2008 to 2010, where they earned a Bachelor of Science degree in Business Administration with a concentration in Business Management. Prior to that, from 2007 to 2008, they attended Wake Technical Community College and obtained an Associate of Arts degree. Going further back, from 1982 to 1985, Brian attended North Carolina State University, but no specific degree or field of study information is available for that time period.

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Timeline

  • Manager: Financial Wellness & Advice

    October, 2014 - present