James Taylor Email & Phone Number
Regional Vice President @ SmartTrust®
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James Taylor Location
- Boston, MA, US
James Taylor Work
- Regional Vice President @ (December 2023 - Present)
- Senior Regional Director @ (January 2021 - May 2023)
- Regional Director @ (January 2021 - May 2022)
- Regional Director @ (May 2020 - January 2021)
- Regional Director @ Wells Fargo Asset Management (December 2002 - January 2020)
- Regional Vice President @ (December 2002 - March 2005)
- Regional Vice President of Sales @ (August 2000 - December 2002)
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, 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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