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Sara Taylor Location
Seattle, WA, US
Sara Taylor Work
2025 -now managing director of finance @
2007 -2025 Partner and Wealth Advisor @
2005 -2007 Relationship Manager @
1999 -2005 Manager @
1997 -1999 Associate @
Sara Taylor Education
Gonzaga University - School of Business Administration
Accounting
1993-1997
Sara Taylor Skills
Portfolio Management
Investments
Asset Management
Hedge Funds
Asset Allocation
Alternative Investments
Wealth Management
Financial Analysis
Equities
Capital Markets
Financial Modeling
Private Equity
Financial Services
Valuation
Strategic Financial Planning
Project Management
Estate Planning
Business Analysis
Product Development
Mergers & Acquisitions
Mergers and Acquisitions
Sara Taylor Summary
Sara Taylor, based in Seattle, WA, US, is currently a managing director of finance at emes project llc. Sara Taylor brings experience from previous roles at Corient, Threshold Group, Quellos Group, LLC and Merrill Lynch. Sara Taylor holds a 1993 - 1997 Accounting @ Gonzaga University - School of Business Administration. With a robust skill set that includes Portfolio Management, Investments, Asset Management, Hedge Funds, Asset Allocation and more. Sara Taylor has 4 emails and 3 mobile phone numbers on RocketReach.
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