Private Wealth Manager, Senior Vice President @ Merrill Lynch
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Austin Taylor Location
Salt Lake City, UT, US
Austin Taylor Work
2023 -now Private Wealth Manager, Senior Vice President @
2021 -2023 Vice President @
2017 -2020 Associate @
2014 -2017 Analyst @
2013 -2014 Summer Analyst @
Austin Taylor Education
Rice University
CFP Graduate Certificate
2017-2017
Brigham Young University Marriott School of Business
Bachelor of Science - BS (Finance)
2013
Borah High School
Austin Taylor Skills
Leadership
PowerPoint
Public Speaking
Economics
Fixed Income
Sales
Russian
Start Ups
Financial Modeling
Investments
Market Research
Bloomberg
Business Development
Finance
Wealth Planning
Equities
Alternatives
Business Planning
Microsoft Office
Portfolio Construction
Bloomberg Terminal
Microsoft Excel
Financial Analysis
Management
Research
Analysis
Investment Management
Austin Taylor Summary
Austin Taylor, based in Salt Lake City, UT, US, is currently a Private Wealth Manager, Senior Vice President at Merrill Lynch. Austin Taylor brings experience from previous roles at J.P. Morgan. Austin Taylor holds a 2017 - 2017 CFP Graduate Certificate @ Rice University. With a robust skill set that includes Leadership, PowerPoint, Public Speaking, Economics, Fixed Income and more. Austin Taylor has 2 emails and 3 mobile phone numbers on RocketReach.
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