Aaron Taylor Email & Phone Number
Head of Investment, Governance and Oversight @ Succession Advisory Services Ltd
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Aaron Taylor Location
- Liverpool, GB
Aaron Taylor Work
- 2024 -now Head of Investment, Governance and Oversight @
- 2021 -2024 Model Portfolio Service Manager @
- 2019 -2021 Investment Analyst @
- 2019 -2019 Investment Support @
- 2019 -2019 Administrator @
- 2015 -2015 Pro Bono @
Aaron Taylor Education
- Sheffield Hallam University
MSc (Wealth Managment)
2017-2018 - The University of Law
Bachelor of Law LLB (Hons) (Law)
2014-2017 - Calday Grange Grammar School
GCSE & A Levels
2007-2014
Aaron Taylor Skills
- Investment Analysis
- Strategic Thinking
- Investment Governance
- Reporting
- Financial Advisory
- Business Relationship Management
- Research
- Morningstar Direct
- FE Analytics
- Blockchain
- Asset Management
- Financial Analysis
- Data Analysis
- Start-ups
- Legal Analysis
- Contract Law
- Retail
- Strategy
- Portfolio Management
- Finance
- Business Development
- Financial Services
- Market Research
- Investment Management
- Bloomberg Terminal
- Microsoft Excel
- SPSS
- Microsoft Office
- LexisNexis
- Westlaw
- Management
- Public Speaking
- Customer Service
- Teamwork
- Leadership
- English
- Tokenization
- Bitcoin
- Cryptocurrency
- Distributed Ledger Technologies
Aaron Taylor Summary
- Aaron Taylor, based in Liverpool, GB, is currently a Head of Investment, Governance and Oversight at Succession Advisory Services Ltd. Aaron Taylor brings experience from previous roles at Succession Advisory Services Ltd and Succession Wealth. Aaron Taylor holds a 2017 - 2018 MSc in Wealth Managment @ Sheffield Hallam University. With a robust skill set that includes Investment Analysis, Strategic Thinking, Investment Governance, Reporting, Financial Advisory and more. Aaron Taylor has 2 emails and 1 mobile phone numbers on RocketReach.
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