Ryan Liu is a seasoned financial professional with extensive experience across various roles in the financial services industry. Ryan founded and currently partners at FIN TACS LLC since January 2020. Concurrently, Ryan serves as a Registered Representative at Transamerica Financial Advisors, Inc. and operates as a Business Entrepreneur at World Financial Group IA, both since April 2018 and October 2017, respectively. Additionally, Ryan contributes as a volunteer at SCORE Mentors, a nonprofit organization, since March 2021. Prior experience includes a tenure at JPM Investor Services from January 2008 to September 2017 as a Financial Service Manager, focusing on fund administration, investment tax services, and technology project development. Ryan holds a Master's degree in Accounting from Suffolk University and is pursuing an MBA in Business Analytics at Bentley University.
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