Position:
Tax and Investments Specialist at The PlanSmart Group
Location:
Queens, New York, United States
Found email addresses for Bryan Torres:
Found phone for Bryan Torres:
Oct 2023 - Current
Nov 2023 - Mar 2025
Jan 2021 - Jan 2024
Their professional focus is Microsoft Excel, Multi-State Tax Returns, and Portfolio Optimization across 3 core areas.
Bryan holds Data Analysis Essentials, Series 6 - Investment Company/Variable Contracts Products Limited Representative License, and Series 66 - NASAA Uniform Combined State Law License certifications.
Master of Science - MS at Southern New Hampshire University
Bachelor of Science - BS at Southern New Hampshire University
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