Vice President, Wealth Planner @ (August 2023 - April 2024)
Senior Financial Advisor @ (July 2022 - July 2023)
Wealth Advisor @ (January 2017 - July 2022)
Financial Planning Analyst @ (July 2013 - December 2016)
Financial Planning Intern @ (June 2012 - January 2013)
French Teaching Assistant @ (September 2012 - December 2012)
Finance Intern @ (June 2011 - August 2011)
Philanthropy Intern @ (June 2008 - August 2008)
Taylor King Education
Hamilton College
Bachelor's degree (Bachelor's degree, Majors in Mathematics & Comparative Literature)
2009-2013
Miss Porter's School
High School Diploma (High School Diploma)
2005-2009
Taylor King Skills
Microsoft Excel
Pensions
Investments
Microsoft Office
Insurance
Emoney
Financial Planning
Superannuation
Strategic Financial Planning
Estate Planning
Taylor King Summary
Taylor King, based in United States, is currently a Senior Vice President, Senior Relationship Manager at Key Private Bank. Taylor King brings experience from previous roles at Key Private Bank, Connecticut Wealth Management, LLC and GOTTFRIED & SOMBERG WEALTH MANAGEMENT, LLC. Taylor King holds a 2009 - 2013 Bachelor's degree in Bachelor's degree, Majors in Mathematics & Comparative Literature @ Hamilton College. With a robust skill set that includes Microsoft Excel, Pensions, Investments, Microsoft Office, Insurance and more. Taylor King has 3 emails and 3 mobile phone numbers on RocketReach.
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