Taylor Brown Email & Phone Number
Managing Director for west region at Capital Wealth Planning @ Capital Wealth Planning, LLC
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Taylor Brown Location
- Phoenix, AZ, US
Taylor Brown Work
- 2025 -now Managing Director for west region at Capital Wealth Planning @
- 2022 -2025 Director, Advisor Solutions @
- 2021 -2022 Business Development Associate @
- 2019 -2021 Vice President @
- 2018 -2019 Internal Wholesaler at CIM Group @
- 2014 -2019 Internal Wholesaler @ Cole Capital
- 2012 -2014 Registered Representative @
- 2010 -2012 Co-founder and real estate analyst @ T3 Realty, LLC
Taylor Brown Education
- Arizona State University - W. P. Carey School of Business
Master of Business Administration - MBA
2019-2021 - University of Nebraska-Lincoln
Bachelor's degree (Business Administration)
2004-2008
Taylor Brown Skills
- Investment Management Industry
- Asset Allocation
- Securities
- Investments
- Wealth Management
- Retirement
- Series 63
- Mutual Funds
- Series 7
- Retirement Planning
- Investment Advisory
- 401k
- FINRA
- IRAs
- Financial Analysis
- Customer Service
- Investment Strategies
- Strategy
- Real Estate
- Real Estate Transactions
- ETFs
- Salesforce.com
- Presentation Skills
- Sales Presentations
- Microsoft Excel
- Microsoft Office
- Real Estate Due Diligence
- Case Analysis
- Business Development
- Sales Management
- Territory Management
- Entrepreneurship
- Marketing Strategy
- Relationship Building
- Cold Calling
- Sales
- Financial Services
- Marketing
- Commercial Real Estate
- analysis
- Microsoft PowerPoint
- Time Management
- Strategic Planning
- adobe
- Alternative Investments
- Wholesaler
Taylor Brown Summary
- Taylor Brown, based in Phoenix, AZ, US, is currently a Managing Director for west region at Capital Wealth Planning at Capital Wealth Planning, LLC. Taylor Brown brings experience from previous roles at Laffer Tengler Investments, Northern Trust Corporation, Fundamental Income and CIM Group, L.P.. Taylor Brown holds a 2019 - 2021 Master of Business Administration - MBA @ Arizona State University - W. P. Carey School of Business. With a robust skill set that includes Investment Management Industry, Asset Allocation, Securities, Investments, Wealth Management and more. Taylor Brown has 2 emails and 1 mobile phone numbers on RocketReach.
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