Taylor Briggs Email & Phone Number
Lead, M and A Partnerships @ EP Wealth Advisors
5 free lookup(s).
Taylor Briggs Location
- Newport Beach, CA, US
Taylor Briggs Work
- 2026 -now Lead, M and A Partnerships @
- 2025 -2026 Mergers and Acquisitions Associate @
- 2023 -2025 Franchise Owner and Corporate Operations Contributor @
- 2020 -2023 Wealth Management Associate @
- 2016 -2023 Mortgage Banker @
Taylor Briggs Education
- Florida Atlantic University
Bachelor’s Degree
2011-2015
Taylor Briggs Skills
- Microsoft Office
- Customer Service
- Insurance
- Life Insurance
- Sales
- Investments
- Risk Management
- Team Building
- Marketing
- Health Insurance
- Financial Services
- Finance
- Strategic Planning
Taylor Briggs Summary
- Taylor Briggs, based in Newport Beach, CA, US, is currently a Lead, M and A Partnerships at EP Wealth Advisors. Taylor Briggs brings experience from previous roles at EP Wealth Advisors, Toastique, FLC Capital Advisors and Franklin Loan Center. Taylor Briggs holds a 2011 - 2015 Bachelor’s Degree @ Florida Atlantic University. With a robust skill set that includes Microsoft Office, Customer Service, Insurance, Life Insurance, Sales and more. Taylor Briggs has 2 emails and 1 mobile phone numbers on RocketReach.
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Top EP Wealth Advisors Employees
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Managing Director, Head of Product
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Patrick Donovan
Managing Director and Partner
Boston, MA, US
Bill Corcoran
Managing Director, Partner
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Jorge Bernal
Chief Operating Officer
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Robert Falconer
Vice President, Advisor
California, United States
Brian Parker
Managing Director
Hermosa Beach, CA, US
Jim Mocci
Managing Director, Head of Marketing
California, United States
Dillon McGill
Vice President
San Luis Obispo, CA, US
Robert Davis
Vice President of Wealth Management
Salt Lake City, UT, US
Kelly Shannon
Managing Director, Head of Talent Management
New York, NY, US
Clay Zachry
Senior Vice President and Partner
Torrance, CA, US
Alan Berkshire
Chief Administrative Officer and General Counsel
Torrance, CA, US
Mario Chilin
Chief Compliance Officer
Torrance, CA, US
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