Who is Bryan Torres? Overview
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Quick answer
Bryan Torres is listed as Registered Representative at Avantax, based in Bay Shore, New York, United States. AeroLeads shows a matched LinkedIn profile for Bryan Torres.
Bryan Torres previously worked as Tax and Investments Specialist at The Plansmart Group and QuickBooks ProAdvisor Volunteer at Project Management Institute. Bryan Torres holds Master Of Science - Ms, Accounting, Gpa: 3.9 from Southern New Hampshire University.
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Email format at Avantax
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Avantax
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Profile bio
About Bryan Torres
Bryan Torres is a Registered Representative at Avantax.
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Bryan Torres's current company
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4 roles · 6 years
Bryan Torres work experience
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Registered Representative
Currento Develop portfolios for tax-deferred accounts and strategies for investment growth.o Collaborate with the team to engage clients in the portfolio building process.o Clarify tax implications and fees of accounts and mutual fund classes.
Nov 2023 - Present
Tax And Investments Specialist
Current
The Plansmart Group
o Draft technical memoranda (S-Corp applications, IRS prepayment refund requests, etc.).o Seasonal tax preparation for NY, CA, NJ, and FL clients ensuring multi-state accuracy.o Conduct research on government tax compliance regulations.
Oct 2023 - Present
Quickbooks Proadvisor Volunteer
o Reconciled over 350 reimbursement requests and invoices for accurate year-end reporting.
2021 - 2024
~3 yrs
2 education records
Bryan Torres education
Master Of Science - Ms, Accounting, Gpa: 3.9
Bachelor Of Science - Bs, Finance, Gpa: 3.5
FAQ
Frequently asked questions about Bryan Torres
Quick answers generated from the profile data available on this page.
What company does Bryan Torres work for?
Bryan Torres works for Avantax.
What is Bryan Torres's role at Avantax?
Bryan Torres is listed as Registered Representative at Avantax.
Where is Bryan Torres based?
Bryan Torres is based in Bay Shore, New York, United States while working with Avantax.
What companies has Bryan Torres worked for?
Bryan Torres has worked for Avantax, The Plansmart Group, and Project Management Institute.
How can I contact Bryan Torres?
You can use AeroLeads to view verified contact signals for Bryan Torres at Avantax, including work email, phone, and LinkedIn data when available.
What schools did Bryan Torres attend?
Bryan Torres holds Master Of Science - Ms, Accounting, Gpa: 3.9 from Southern New Hampshire University.
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