James Taylor's Location
Castle Rock, CO, US
James Taylor's Work
- Managing Director @ Charles Schwab
- Vice President @ Charles Schwab
- Vice President @ Merrill Lynch
James Taylor's Education
- University of Northern Colorado
Bachelor's degree (Finance)
James Taylor's Skills
- Business Strategy
- Microsoft Office
- Business Development
- Marketing
- Microsoft Excel
- Customer Service
- Strategy
- Portfolio Management
- Fixed Income
- Commercial Lending
James Taylor's Summary
James Taylor, based in Castle Rock, CO, US, is currently a Managing Director at Charles Schwab, bringing experience from previous roles at Charles Schwab and Merrill Lynch. James Taylor holds a Bachelor's degree in Finance @ University of Northern Colorado. With a robust skill set that includes Business Strategy, Microsoft Office, Business Development, Marketing, Microsoft Excel and more, James Taylor contributes valuable insights to the industry. James Taylor has 2 emails on RocketReach.
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