Taylor Ahern Email & Phone Number
Wealth Advisor @ Copper Financial
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Taylor Ahern Location
- Kansas City, MO, US
Taylor Ahern Work
- Wealth Advisor @ (May 2018 - Present)
- Financial Consultant - National @ (March 2015 - May 2018)
- Internal Wholesaler @ (February 2014 - March 2015)
- Internal Sales Representative @ (August 2013 - January 2014)
- Investment Representative @ (January 2013 - August 2013)
- Financial Advisor Intern @ (May 2012 - December 2012)
- Vice President and Counselor III - MU Office for Financial Success @ (May 2011 - December 2012)
- Financial Services Intern @ (December 2010 - August 2011)
- Golf Associate @ Lakewood Oaks Golf Course (June 2008 - June 2011)
Taylor Ahern Education
- Rockhurst University
Master of Business Administration (MBA) (Finance, General)
2013-2016 - University of Missouri-Columbia
Bachelor of Science (B.S.) (Personal Financial Planning)
2009-2012
Taylor Ahern Skills
- Credit Counseling
- Customer Service
- Debt Management
- Finance
- Financial Analysis
- Financial Coaching
- Financial Planning
- Investments
- Microsoft Excel
- Microsoft Word
- Mutual Funds
- Networking
- Personal Financial Planning
- PowerPoint
- Retirement Planning
- Series 6
- Series 63
- Series 65
- Series 7
- Student Counseling
- Wealth Management
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 Master of Business Administration (MBA) in Finance, General @ Rockhurst University. With a robust skill set that includes Credit Counseling, Customer Service, Debt Management, Finance, Financial Analysis and more. Taylor Ahern has 1 mobile phone numbers on RocketReach.
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