Katherine Taylor Email & Phone Number
Specialist @ AttractionMarketing.com
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Katherine Taylor Location
- Tampa, FL, US
Katherine Taylor Work
- 2024 -now Specialist @
- 2024 -2024 Client Services Account Manager @
- 2021 -2024 Sales Consultant @ Damn Good Marketing
- 2020 -2021 Financial Professional @
- 2019 -2019 Financial Professional @ AXA Advisors, LLC
- 2018 -2019 Internal Wholesaler @
- 2009 -2015 Senior Financial Services Representative @ Foresters Financial Services
- 2006 -2009 Commercial Realtor @ Mid Atlantic Commercial
- 2003 -2006 Sales @ Ferguson Enterprises
Katherine Taylor Education
- Virginia Polytechnic Institute and State University
BA (IDST)
1999-2003 - Gloucester
High School Diploma
Katherine Taylor Skills
- Investments
- Customer Service
- Financial Analysis
- Public Speaking
- Leadership
- Time Management
- Communication
- Insurance Needs Analysis
- Estate Planning Strategies
- Annuity Strategies
- Insurance Strategies
- Asset Allocation Strategies
- Mutual Fund Strategies
- 401k or 403b Services
- 401k Distribution Planning
- 401k Rollover Strategies
- Annuities
- 529 Plans
- Business Sucession Strategies
- Guaranteed Income Strategies
- Financial Strategies
- Income Protection Strategies
- Wealth Management
- Tax-Efficient Distribution Strategies
- Rollover Strategies
- Research
- Mutual Funds
- Long-Term Care
- Fixed Annuities
- Retirement Planning
- Sales
- Financial Planning
- Mortgage Lending
- Finance
- Strategic Planning
- Financial Services
- Life Insurance
- Microsoft Office
- Microsoft Excel
- Risk Management
- Management
- Retirement Solutions
- Retirement
- Recruiting
Katherine Taylor Summary
- Katherine Taylor, based in Tampa, FL, US, is currently a Specialist at AttractionMarketing.com. Katherine Taylor brings experience from previous roles at Evolved Agents, Damn Good Marketing, Equitable Advisors and AXA Advisors, LLC. Katherine Taylor holds a 1999 - 2003 BA in IDST @ Virginia Polytechnic Institute and State University. With a robust skill set that includes Investments, Customer Service, Financial Analysis, Public Speaking, Leadership and more. Katherine Taylor has 3 emails and 1 mobile phone numbers on RocketReach.
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