James Taylor Email & Phone Number
Regional Vice President @ SmartTrust®
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James Taylor Location
- Boston, MA, US
James Taylor Work
- 2023 -now Regional Vice President @
- 2021 -2023 Senior Regional Director @
- 2021 -2022 Regional Director @
- 2020 -2021 Regional Director @
- 2002 -2020 Regional Director @ Wells Fargo Asset Management
- 2002 -2005 Regional Vice President @
- 2000 -2002 Regional Vice President of Sales @
James Taylor Education
- University of Rhode Island
Bachelor of Arts - BA (Economics)
James Taylor Skills
- Financial Services
- Investment Management
- Business Solution
- Consultative Approach
- Identifying New Opportunities
- Oral Communication
- ETFs
- Presentation Skills
- Interpersonal Skills
- Series 65
- Series 24
- Series 7
- Wholesale
- Persuasive Presentations
- Market Analysis
- Market Updates
- Sales Target Management
- Investment Strategies
- Financial Instruments
- Sales Processes
- Customer Relationship Management (CRM)
- Presentations
- Finance
- Investments
- Consultative Selling
- Data Analysis
- Territory Management
- Platform speaking
James Taylor Summary
- James Taylor, based in Boston, MA, US, is currently a Regional Vice President at SmartTrust®. James Taylor brings experience from previous roles at Axs Investments, AXS Investments, Arrow Funds and Wells Fargo Asset Management. James Taylor holds a Bachelor of Arts - BA in Economics @ University of Rhode Island. With a robust skill set that includes Financial Services, Investment Management, Business Solution, Consultative Approach, Identifying New Opportunities and more. James Taylor has 1 emails and 5 mobile phone numbers on RocketReach.
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