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
- Director of Insurance Services @ (October 2018 - Present)
- Insurance Advisor @ Charter Oak Insurance Agency (April 2010 - Present)
- Regional Brokerage Consultant @ (July 2015 - January 2018)
- brokerage Consultant @ (January 2015 - January 2016)
- Board Member @ WIlton WPCA (September 2014 - September 2017)
- Life, Disability LTC Insurance @ (September 2011 - September 2016)
- Vice President @ (November 2014 - May 2015)
- Financial Services Professional and Insurance Advisor @ (November 2011 - May 2015)
- Public Relations @ Wilton Rotary (January 2013 - January 2014)
- member @ (January 2013 - January 2014)
- Leasing and Acquisitions Executive @ (October 2006 - November 2012)
- Portfolio Manager (Trade Control Analyst) @ Mirant Americas (January 2001 - April 2002)
- Trade Specialist @ (January 1999 - January 2001)
David Taylor Education
- Hobart and William Smith Colleges
BA (Environmental Sciences)
- The American College of Financial Services
LUTCF (Financial Services)
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, Fortify Insurance Group and WIlton WPCA. David Taylor holds a BA in Environmental Sciences @ Hobart and William Smith Colleges. With a robust skill set that includes Insurance, Life Insurance, Disability Insurance, Retirement, Small Business and more. David Taylor has 2 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
Ronald Deutsch
Senior Managing Director
New York, NY, US
Shannel Leow
Director of Investment Operations
New York, NY, US
Scott Gegerson
Director
New York, NY, US
Leslie Hwang
VP, Client Relationship Manager
New York, NY, US
William Bowden
SVP, Director
New York, NY, US
Anthony Natelli
Investment Research Associate
New York, NY, US
Rhonda Pohl
Director of Client Relations
New York, NY, US
Michael Margiasso
Senior Investment Operations Associate
Harrison, NY, US
Michael Schwartz
CEO | Wealth Management Advisor
New York, NY, US
Jonathan Rodriguez
VP, Client Relationship Manager
New York, NY, US
Jake Blum
Wealth Management Advisor
New York, NY, US
Ani Iyengar
Investment Research Associate
New York, NY, US
Michael Fleming
Director of New Business - NY
Darien, CT, US
Drew Collins
Senior Managing Director
New York, NY, US
Scott Kephart
Vice President | Financial Advisor
Morristown, NJ, US
Sharon Hayut
Senior Managing Director
New York, NY, US
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