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Jonathan Taylor Location
Boston, MA, US
Jonathan Taylor Work
2018 -now Senior Wealth Manager @
2022 -now Co founder and Managing Director @
2025 -now Investor @
2024 -now Investor @
2024 -now Series A @
2022 -now Investor @
2022 -now Investor @
2021 -now Seed Investor @
2020 -now Seed Investor @
2021 -now Member @
2020 -now Managing Director @
2012 -2018 Financial Advisor - Global Wealth and Investment Management @
2010 -2012 Staff @
Jonathan Taylor Education
University of Massachusetts Lowell 2006-2010
Jonathan Taylor Skills
Event Management
Strategic Planning
Wealth Management
Wealth Preservation Planning
Management
Financial Analysis
Building Connections
US GAAP
Assurance
Stewardship
Investment Management
Portfolio Management
Consulting
PowerPoint
Data Analysis
Leadership
Alumni Relations
Financial Reporting
Science
Fundraising
Marketing
Advisory
Client Services
Annual Giving
Tax
Charities
Strategy
Risk Management
Internal Controls
Analysis
Accounting
Financial Advisory
Coaching
Advisory Services
Services
SQL
Financial Services
Management Consulting
Research
Investments
Jonathan Taylor Summary
Jonathan Taylor, based in Boston, MA, US, is currently a Senior Wealth Manager at Mayflower Advisors. Jonathan Taylor brings experience from previous roles at Water Bear Ventures, Good Good Golf, Texas Ranchers and Maven AGI. Jonathan Taylor holds a 2006 - 2010 University of Massachusetts Lowell. With a robust skill set that includes Event Management, Strategic Planning, Wealth Management, Wealth Preservation Planning, Management and more. Jonathan Taylor has 6 emails and 2 mobile phone numbers on RocketReach.
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