David Taylor Email & Phone Number
Director of Insurance Services @ Magnus Financial Group LLC
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David Taylor Location
- New York, NY, US
David Taylor Work
- 2018 -now Director of Insurance Services @
- 2010 -now Insurance Advisor @ Charter Oak Insurance Agency
- 2011 -now Life, Disability LTC Insurance @
- 2014 -now Board Member @ WIlton WPCA
- 2015 -2018 Regional Brokerage Consultant @
- 2015 -2016 brokerage Consultant @
- 2014 -2015 Vice President @
- 2011 -2015 Financial Services Professional and Insurance Advisor @
- 2013 -2014 Public Relations @ Wilton Rotary
- 2013 -2014 member @
- 2006 -2012 Leasing and Acquisitions Executive @
- 2001 -2002 Portfolio Manager (Trade Control Analyst) @ Mirant Americas
- 1999 -2001 Trade Specialist @
David Taylor Education
- The American College
LUTCF (Financial Services)
2013-2014 - Hobart and William Smith Colleges
BA (Environmental Sciences)
1992-1996
David Taylor Skills
- Insurance
- Life Insurance
- Disability Insurance
- Retirement
- Small Business
- Property & Casualty Insurance
- Financial Services
- Strategic Financial Planning
- Long-term Care
- Retirement Planning
- Commercial Real Estate
- Umbrella Insurance
- Leadership
- Finance
- Business Planning
- Customer Service
- Portfolio Management
- Fixed Annuities
- Estate Planning
- Financial Analysis
- Homeowners
- Leases
- Employee Benefits
- Financial Planning
- Health Insurance
- Negotiation
- Real Estate
- Liability
- Property and Casualty Insurance
- Long Term Care
David Taylor Summary
- David Taylor, based in New York, NY, US, is currently a Director of Insurance Services at Magnus Financial Group LLC. David Taylor brings experience from previous roles at Charter Oak Insurance Agency, BNI, WIlton WPCA and Fortify Insurance Group. David Taylor holds a 2013 - 2014 LUTCF in Financial Services @ The American College. With a robust skill set that includes Insurance, Life Insurance, Disability Insurance, Retirement, Small Business and more. David Taylor has 4 emails and 3 mobile phone numbers on RocketReach.
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Top Magnus Financial Group LLC Employees
Louis Sorsaia
Chief Operating Officer
New York, NY, US
David Harrison
General Counsel and Chief Compliance Officer
New York, NY, US
David Taylor
Director of Insurance Services
New York, NY, US
Shannel Leow
Director of Investment Operations
New York, NY, US
Leslie Hwang
VP, Client Relationship Manager
New York, NY, US
William Bowden
Senior Vice President
New York, NY, US
Rhonda Pohl
Director of Client Relations
New York, NY, US
Michael Schwartz
CEO | Wealth Management Advisor
New York, NY, US
Jonathan Rodriguez
VP, Client Relationship Manager
New York, NY, US
Michael Fleming
Director of New Business - NY
Darien, CT, US
Drew Collins
Senior Managing Director
New York, NY, US
Sharon Hayut
Senior Managing Director
New York, NY, US
Jackie Torres
Senior Investment Operations Associate
New York, NY, US
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