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
- 2022 -now Senior Vice President, Financial Advisor @
- 2011 -2022 Partner, Senior Wealth Advisor @ Frontier Wealth Management
- 2005 -2011 Vice President, Financial Advisor @
- 2003 -2005 Senior @
Matt Taylor Education
- The University of Kansas
MBA (Finance)
2001-2003 - The University of Kansas
BS (Business Administration)
1994-1998
Matt Taylor Skills
- Strategic Financial Planning
- Alternative Investments
- Financial Modeling
- Financial Analysis
- Portfolio Management
- Insurance
- Investments
- Wealth Management
- Asset Managment
- Investment Strategies
- Mutual Funds
- Financial Reporting
- Valuation
- Investment Advisory
- Series 7
- Investment Management
- Managerial Finance
- Sarbanes-Oxley Act
- Mergers
- Risk Management
- Asset Management
- Retirement Planning
- Private Equity
- Asset Allocation
- 401k
- Financial Services
- Estate Planning
- Financial Planning
- Equities
- 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 Strategic Financial Planning, Alternative Investments, Financial Modeling, Financial Analysis, Portfolio Management and more. Matt Taylor has 2 emails and 4 mobile phone numbers on RocketReach.
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