Simon Taylor Email & Phone Number
Partner - Investment Advisor @ LGT Crestone Wealth Management Limited
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Simon Taylor Location
- Melbourne, VIC, AU
Simon Taylor Work
- 2016 -now Partner - Investment Advisor @
- 2010 -2016 Director - HNW Client Advisor @
- 2004 -2010 Head of Private Clients @ Austock Securities Ltd
- 1996 -2004 Director – Emerging Company Division @ UBS Warburg
- 1994 -1996 Director @ McIntosh Securities
- 1986 -1994 Sale Trader @ DBSM Securities / SBC Dominguez Barry
- 1984 -1986 Floor Operator @ Bache Cortis & Carr
- 1976 -1984 Analyst Assistant @ Johnson Taylor & Co.
Simon Taylor Education
- Scotch College
Simon Taylor Skills
- Emerging Companies
- Equities
- Investment Strategies
- Fixed Income
- Chartered Financial Analyst
- Caia
- Hedge Funds
- Alternative Investments
- Financial Markets
- Asset Management
- Investments
- Portfolio Management
- Derivatives
- Capital Markets
- Financial Advisory
- Securities
- Back Office
- Investment Banking
- Management
- Financial Services
- Private Equity
- Business Analysis
- Agile Methodologies
- Software Project Management
- Requirements Analysis
- Vendor Management
- Solution Architecture
- Requirements Gathering
- Enterprise Architecture
- IT Strategy
- Project Delivery
- Stakeholder Management
- SQL
- SDLC
- Data Warehousing
- Program Management
- PMO
- Offshoring
- Agile Project Management
- Business Intelligence
- Project Portfolio Management
Simon Taylor Summary
- Simon Taylor, based in Melbourne, VIC, AU, is currently a Partner - Investment Advisor at Crestone Wealth Management. Simon Taylor brings experience from previous roles at UBS Wealth Management, Austock Securities Ltd, UBS Warburg and McIntosh Securities. Simon Taylor holds a Scotch College. With a robust skill set that includes Emerging Companies, Equities, Investment Strategies, Fixed Income, Chartered Financial Analyst and more. Simon Taylor has 1 emails on RocketReach.
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Joanna Veitch
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Leo Vivot
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