Anthony Taylor Email & Phone Number
Chief Operating Officer @ Tri-Star Trust
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Anthony Taylor Location
- Saginaw, MI, US
Anthony Taylor Work
- 2024 -now Chief Operating Officer @
- 2019 -2024 Senior Vice President, Director of Personal Trust Administration @
- 2017 -2019 Vice President, Director of Personal Trust Administration @
- 2016 -2017 Relationship Manager @
- 2014 -2016 Relationship Associate @
- 2013 -2014 Investment Associate @
- 2009 -2013 Medical Education Manager @ Synergy Medical Education Alliance
- 2007 -2009 Associate Research and Grant Manager @ Synergy Medical Education Alliance
- 2007 -2008 Pharmaceutical Sales Representative @
Anthony Taylor Education
- College for Financial Planning
Certified Financial Planner (Finance and Financial Management Services)
2013-2015 - Central Michigan University
Master's Degree (Administration)
2005-2006 - Hope College
Bachelor's Degree
2001-2005 - School for International Training
(Natural and Cultural Ecology)
2004-2004
Anthony Taylor Skills
- Customer Service
- Project Management
- Strategic Planning
- Wealth Management
- Client Relationships Strengthening
- Leadership Development
- Public Speaking
- Microsoft Excel
- Client Relationships
- Strategy
- PowerPoint
- Microsoft Office
Anthony Taylor Summary
- Anthony Taylor, based in Saginaw, MI, US, is currently a Chief Operating Officer at Tri-Star Trust. Anthony Taylor brings experience from previous roles at Tri-Star Trust. Anthony Taylor holds a 2013 - 2015 Certified Financial Planner in Finance and Financial Management Services @ College for Financial Planning. With a robust skill set that includes Customer Service, Project Management, Strategic Planning, Wealth Management, Client Relationships Strengthening and more. Anthony Taylor has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Tri-Star Trust Employees
Jane Aif
Senior Vice President, Director of Retirement Plans
Midland, MI, US
Anthony Taylor
Chief Operating Officer
Saginaw, MI, US
Rachel Sampson
Relationship Development Associate
Lansing, MI, US
Becky Carrier
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