Justin Romero

Justin Romero Email and Phone Number

Chief Operating Officer, Partner at Cypress Benefit Solutions | Principal Securities Registered Representative @ Cypress Benefit Solutions
Justin Romero's Location
Davidson, North Carolina, United States, United States
About Justin Romero

It’s your financial future. I can help you envision it, plan it, and prepare for it.Justin previous experience provides insight on helping businesses meet their goals. Prior to Cypress Benefit Solutions, he had the opportunity to work with clients of all sizes across various industries as an investment banker and consultant. Justin noticed early on in his career that employee satisfaction is paramount to creating a competitive advantage for a company, leading him to a career in employee benefits.Justin earned a bachelor’s degree in finance from the University of North Carolina at Charlotte and a MBA from Wake Forest University’s Babcock Graduate School of Management. He is FINRA Series 7 & 66 registered, and has his North Carolina Life, Health, and Variable insurance license.Justin spends his time away from the office with his wife and two sons. You will often find The Romero Family enjoying a workout, eating sushi, or exploring the Lake Norman area.3344632-022024

Justin Romero's Current Company Details
Cypress Benefit Solutions

Cypress Benefit Solutions

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Chief Operating Officer, Partner at Cypress Benefit Solutions | Principal Securities Registered Representative
Justin Romero Work Experience Details
  • Cypress Benefit Solutions
    Chief Operating Officer, Partner
    Cypress Benefit Solutions Jan 2020 - Present
  • Principal Financial Network Of The Carolinas
    Principal Securities Registered Representative | Financial Advisor
    Principal Financial Network Of The Carolinas Jan 2024 - Present
    Davidson, North Carolina, United States
    Justin Romero is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or services in any state in which the registered representatives are not properly licensed.Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Represented companies are members of the Principal Financial Group®, Des Moines, IA 50392. Justin Romero, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, and Financial Advisor. Cypress Benefits Solutions is not an affiliate of any company of the Principal Financial Group®.
  • Dixon Hughes Goodman Llp
    Risk Advisory
    Dixon Hughes Goodman Llp Mar 2017 - Jan 2020
  • Ey
    Debt Capital Markets
    Ey Jan 2016 - Mar 2017
    Charlotte, North Carolina, United States
  • Bank Of America
    Corporate Finance
    Bank Of America Aug 2011 - Jan 2016
    Charlotte, North Carolina, United States

Justin Romero Education Details

Frequently Asked Questions about Justin Romero

What company does Justin Romero work for?

Justin Romero works for Cypress Benefit Solutions

What is Justin Romero's role at the current company?

Justin Romero's current role is Chief Operating Officer, Partner at Cypress Benefit Solutions | Principal Securities Registered Representative.

What schools did Justin Romero attend?

Justin Romero attended Wake Forest University, University Of North Carolina At Charlotte.

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