Taylor Ahern Email & Phone Number
Wealth Advisor @ Copper Financial
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Taylor Ahern Location
- Kansas City, MO, US
Taylor Ahern Work
- 2018 -now Wealth Advisor @
- 2015 -2018 Financial Consultant - National @
- 2014 -2015 Internal Wholesaler @
- 2013 -2014 Internal Sales Representative @
- 2013 -2013 Investment Representative @
- 2012 -2012 Financial Advisor Intern @
- 2011 -2012 Vice President and Counselor III - MU Office for Financial Success @
- 2010 -2011 Financial Services Intern @
- 2008 -2011 Golf Associate @ Lakewood Oaks Golf Course
Taylor Ahern Education
- Rockhurst University 2013-2016
- University of Missouri-Columbia 2009-2012
Taylor Ahern Skills
- Customer Service
- Investments
- Retirement Planning
- Series 63
- Personal Financial Planning
- Financial Coaching
- Debt Management
- Series 6
- Financial Analysis
- Finance
- Credit Counseling
- Student Counseling
- Microsoft Excel
- Microsoft Word
- PowerPoint
- Networking
- Series 7
- Mutual Funds
- Wealth Management
- Financial Planning
- Series 65
Taylor Ahern Summary
- Taylor Ahern, based in Kansas City, MO, US, is currently a Wealth Advisor at Copper Financial. Taylor Ahern brings experience from previous roles at American Century Investments. Taylor Ahern holds a 2013 - 2016 Rockhurst University. With a robust skill set that includes Customer Service, Investments, Retirement Planning, Series 63, Personal Financial Planning and more. Taylor Ahern has 1 emails and 1 mobile phone numbers on RocketReach.
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