Sally Taylor Email & Phone Number
Chief Operating and Financial Officer @ Cardinal Point Capital Management, ULC
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Sally Taylor Location
- Phoenix, AZ, US
Sally Taylor Work
- 2020 -now Chief Operating and Financial Officer @
- 2020 -2023 Private Wealth Manager @
- 2020 -2023 Chief Operating Officer @ Cardinal Point Wealth Management
- 2016 -2020 Chief Executive Officer @ KeatsConnelly - Cross Border Wealth Management
- 2014 -2017 Co-Founder @ Valley Welcome Alliance
- 2007 -2016 Director of Financial Planning and Senior Planner @
- 2004 -2007 Assoc. Partner and Chief Compliance Officer @ Clanco Management Corp.
- 2000 -2004 Senior Associate @ Paragon Advisors, Inc.
- 1994 -2000 Vice President @
Sally Taylor Education
- College for Financial Planning
MSFP (Financial Planning)
2005-2008 - John Carroll University
BS (Accountancy)
1995-1999
Sally Taylor Summary
- Sally Taylor, based in Phoenix, AZ, US, is currently a Chief Operating and Financial Officer at Cardinal Point Capital Management, ULC. Sally Taylor brings experience from previous roles at Cardinal Point Capital Management, Cardinal Point Wealth Management, KeatsConnelly - Cross Border Wealth Management and Valley Welcome Alliance. Sally Taylor holds a 2005 - 2008 MSFP in Financial Planning @ College for Financial Planning. Sally Taylor has 2 emails and 2 mobile phone numbers on RocketReach.
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