Sr. Director of Client Solutions @ (October 2016 - May 2017)
Director of Client Solutions @ (March 2012 - October 2016)
Senior Analyst @ (August 2010 - March 2012)
Analyst @ Chicago Analytic Trading Company (November 2009 - July 2010)
Analyst @ (April 2008 - November 2009)
Intern and Assistant to Chief Investment Officer @ Santa Clara University Endowment (April 2006 - July 2008)
Michael Taylor Education
Santa Clara University
Bachelor of Science (Commerce; Finance)
2005-2009
Michael Taylor Skills
Account Management
Agile Methodologies
Analysis
Analytical Skills
Artificial Intelligence (AI)
Asset Allocation
Asset Management
Bloomberg Terminal
Client Experience
Client Relations
Client Services
Communication
Competitive Intelligence
Consensus Building
Consulting
Cross-functional Collaborations
Cross-functional Team Leadership
Customer Engagement
Customer Experience
Customer Experience Management
Customer Insight
Customer Journeys
Customer Relationship Management (CRM)
Customer Retention
Customer Satisfaction
Customer Segmentation Strategy
Customer Service
Customer Support
Documentation
FinTech
Finance
Financial Analysis
Financial Modeling
Financial Services
Generating Revenue
Go-to-market Strategy
Growth Strategies
Interpersonal Skills
Investment Advisory
Investments
Key Accounts
Leadership
Losing at Fantasy Football
Management
Market Research
Market Segmentation
Marketing Strategy
Microsoft Excel
Operations Management
Portfolio Management
Process Optimization
Product Management
Product Marketing
Product Road Mapping
Professional Services
Program Management
Project Management
Relationship Building
Relationship Management
Reporting & Analysis
Research
Risk Mitigation
Software Deployment
Software Implementation
Software as a Service (SaaS)
Start-ups
Strategic Data Analysis
Strategic Partnerships
Strategic Planning
Strategic Roadmaps
Strategy
Team Development
Teamwork
Technology Roadmapping
Third Party Vendor Management
Valuation
Venture Capital
Wealth Management
WealthTech
Michael Taylor Summary
Michael Taylor, based in Danville, CA, US, is currently a President and Partner at Beemo Automation. Michael Taylor brings experience from previous roles at Grand Central Advisory, SafeGraph, Way2B1 and Addepar. Michael Taylor holds a 2005 - 2009 Bachelor of Science in Commerce; Finance @ Santa Clara University. With a robust skill set that includes Account Management, Agile Methodologies, Analysis, Analytical Skills, Artificial Intelligence (AI) and more. Michael Taylor has 2 emails and 1 mobile phone numbers on RocketReach.
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