Taylor Haselgard's Location
Salem, MA, US
Taylor Haselgard's Work
- Portfolio Manager @ Cabot Wealth Management
- Portfolio Manager @ Cribstone Capital Management, LLC
- Financial Analyst @ Crosby Company of NH
- Trust Administration - Analyst @ Beacon PT Company
- CAAG Investor Services @ BNY Mellon
- Corporate Actions Accounting Specialist @ BNY Mellon
- Student Tutor @ University of Massachusetts Lowell
- Analyst Intern @ Merrill Lynch
Taylor Haselgard's Education
- Babson College
Master of Business Administration (MBA) (Finance)
2016 - 2018 - University of Massachusetts Lowell
Bachelors Degree (Business Finance and Economics (Double Major))
2007 - 2011
Taylor Haselgard's Skills
- Time Management
- Microsoft Office
- Public Speaking
- Client Services
- Corporate Actions
- Research
- Financial Analysis
- Investments
- Customer Service
- Services
Taylor Haselgard's Summary
Taylor Haselgard, based in Salem, MA, US, is currently a Portfolio Manager at Cabot Wealth Management, bringing experience from previous roles at Cribstone Capital Management, LLC, Crosby Company of NH, Beacon PT Company and BNY Mellon. Taylor Haselgard holds a 2016 - 2018 Master of Business Administration (MBA) in Finance @ Babson College. With a robust skill set that includes Time Management, Microsoft Office, Public Speaking, Client Services, Corporate Actions and more, Taylor Haselgard contributes valuable insights to the industry. Taylor Haselgard has 3 emails on RocketReach.
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