Matt Taylor Email & Phone Number
Senior Vice President, Financial Advisor @ CAPTRUST
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Matt Taylor Location
- Overland Park, KS, US
Matt Taylor Work
- Senior Vice President, Financial Advisor @ (July 2022 - Present)
- Partner, Senior Wealth Advisor @ Frontier Wealth Management (December 2011 - July 2022)
- Vice President, Financial Advisor @ (December 2005 - December 2011)
- Senior @ (January 2003 - January 2005)
Matt Taylor Education
- The University of Kansas
MBA (Finance)
2001-2003 - The University of Kansas
BS (Business Administration)
1994-1998
Matt Taylor Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Equities
- Estate Planning
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Reporting
- Financial Services
- Insurance
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Managerial Finance
- Mergers
- Mutual Funds
- Portfolio Management
- Private Equity
- Retirement Planning
- Risk Management
- Sarbanes-Oxley Act
- Strategic Financial Planning
- Valuation
- Wealth Management
- Series 7
- Sarbanes Oxley Act
- Strategic Financial
Matt Taylor Summary
- Matt Taylor, based in Overland Park, KS, US, is currently a Senior Vice President, Financial Advisor at CAPTRUST. Matt Taylor brings experience from previous roles at Frontier Wealth Management, Merrill Lynch and Ernst & Young LLP. Matt Taylor holds a 2001 - 2003 MBA in Finance @ The University of Kansas. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Management, Asset Managment and more. Matt Taylor has 2 emails and 4 mobile phone numbers on RocketReach.
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Top CAPTRUST Employees
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Durham, NC, US
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Robert Miller
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Rick Shoff
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Emma Marlatt
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