Brian Bortz Email & Phone Number
Financial Planner and Partner @ Cain Watters & Associates
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Brian Bortz Location
- Dallas, TX, US
Brian Bortz Work
- 2004 -now Financial Planner and Partner @
- 1996 -2004 Sr. Manager @ Ernst & Young
Brian Bortz Education
- Mays Business School - Texas A&M University
Masters (Accounting and Finance)
1990-1995
Brian Bortz Skills
- Finance
- Strategic Financial Planning
- Financial Analysis
- Investment Advisory
- Investments
- Retirement Planning
- Accounting
- Cash Flow
- Estate Planning
- Tax
- Financial Planners
- Project Management
- Project Planning
- Customer Service
Brian Bortz Summary
- Brian Bortz, based in Dallas, TX, US, is currently a Financial Planner and Partner at Cain Watters & Associates. Brian Bortz brings experience from previous roles at Ernst & Young. Brian Bortz holds a 1990 - 1995 Masters in Accounting and Finance @ Mays Business School - Texas A&M University. With a robust skill set that includes Finance, Strategic Financial Planning, Financial Analysis, Investment Advisory, Investments and more. Brian Bortz has 2 emails and 3 mobile phone numbers on RocketReach.
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