Jose Eduardo Torres
Senior Vice President / Wealth Management Advisor
- Role
- Senior Vice President Financial Advisor at Rehmann
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Jose Eduardo Torres
Discipline and Proactive
Experience
Senior Vice President Financial Advisor
Apr 2010 — Present · Miami, TX, US
Mantain, create and increase wealth management portfolios for international clients. Also in charge of the research and devolpement for new investment opportunities. Responsible for the client relationship development in the latinamerican countries such as Venezuela, Panama, Puerto Rico, etc.
Education
Interamerican University of Puerto Rico
MBA, Finance
1999 — 2002
Pothifical Catholic University of Puerto Rico
BBA, Accountant
1994 — 1999
Academia Santa Maria
H
1980 — 1994
Skills
- Series 63
- Retirement
- Strategic Financial Planning
- Wealth Management
- Financial Planning
- Alternative Investments
- Series 7
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Financial Advisory
- Uniform Combined State Law
- Securities
- Investments
- Retirement Planning
- International Wealth Management Experience
- Finance
- More Than 13 Years of Experience in the Financial Industry
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