Taylor Manning Email & Phone Number
Founding Partner and Financial Planner at Teleios Financial LLC @ TELEIOS Financial
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Taylor Manning Location
- Celina, TX, US
Taylor Manning Work
- Founding Partner and Financial Planner at Teleios Financial LLC @ (September 2020 - Present)
- Vice President @ (September 2010 - Present)
- Financial Planner @ (January 2016 - December 2023)
- Financial Planner @ MassMutual/ Teleios Financial LLC (January 2016 - December 2023)
- Partner @ DJones (January 2010 - December 2014)
- Agency Director @ (October 2007 - September 2010)
- Financial Services Rep @ (February 2005 - October 2007)
- Sound Engineer @ Stonewater Sound (September 2000 - January 2005)
Taylor Manning Education
- Hardin-Simmons University
B.S. (Finance)
2000-2004 - Allen High School
General
1996-2000
Taylor Manning Skills
- Long Term Care Insurance
- 401(k) Retirement Savings Plans
- 401(k) Rollovers
- Cash Flow Analysis
- Debt Management
- Legacy Planning
- Portfolio Management
- Business Planning
- Financial Planning
- Insurance
- Financial Services
- Estate Planning
- Fixed Annuities
- Disability Insurance
- Life Insurance
- Long-term Care
- Small Business
- Employee Benefits
- Succession Planning
- Annuities
- Long Term Care
- Wealth Management
- Retirement Planning
- Investments
- Holistic Financial Planning
- Securities
- Investment Advisory
- Strategic Planning
- Asset Allocation
- Asset Protection
- Mutual Funds
- IRAs
- Financial Advisory
- Investment Management
- Retirement
- Strategic Financial Planning
- Term Life Insurance
- Series 6
- Financial Analysis
- 401k
- Series 63
- Series 7
- Financial Planners
- Series 65
- Leadership
- Auditing
- Government Accounting
- CPA
- Accounting
- Cost Accounting Standards
- Far Compliance
- Policy Analysis
- Earned Value Management
- International Project Management
- Business Analysis
- Team Leadership
- Government Contracting
- Compliance
- Financial Accounting
- Microsoft Excel
- Risk Management
- US GAAP
- Internal Controls
- Materials Management
- Export Control Compliance
- Certified Fraud Examiner
- Sarbanes Oxley Act
- Management
- Financial Reporting
- Government Proposals
- Project Management
- Analytical Skills
- Contractors
- Analysis
- Fraud Investigations
- Internal Audit
- Strategic Financial
Taylor Manning Summary
- Taylor Manning, based in Celina, TX, US, is currently a Founding Partner and Financial Planner at Teleios Financial LLC at TELEIOS Financial. Taylor Manning brings experience from previous roles at MassMutual, MassMutual/ Teleios Financial LLC and DJones. Taylor Manning holds a 2000 - 2004 B.S. in Finance @ Hardin-Simmons University. With a robust skill set that includes Long Term Care Insurance, 401(k) Retirement Savings Plans, 401(k) Rollovers, Cash Flow Analysis, Debt Management and more. Taylor Manning has 2 emails and 2 mobile phone numbers on RocketReach.
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