Taylor Mikell Email & Phone Number
Associate CIO @ Evergreen Wealth, formerly Troxell Financial
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Taylor Mikell Location
- Naples, FL, US
Taylor Mikell Work
- Associate CIO @ (September 2026 - Present)
- Vice President FP and A and Cost Management @ (September 2023 - May 2026)
- Vice President FP and A and Cost Management @ (September 2023 - Present)
- Sr. Director Cost Management @ (November 2022 - September 2023)
- Director Corporate Development FP and A @ (April 2021 - November 2022)
- Chief Operating Officer @ (September 2019 - May 2020)
- Director Corporate Development FP and A @ (January 2018 - September 2019)
- Vice President Real Estate Investment Banking @ (August 2013 - July 2017)
- Investment Banking and Capital Markets @ (January 2005 - August 2013)
Taylor Mikell Education
- Purdue University
Bachelor of Science - BS (Economics)
1999-2004
Taylor Mikell Skills
- Private Equity
- Financial Modeling
- Capital Markets
- Investment Banking
- Due Diligence
- Investments
- Bloomberg
- Valuation
- Corporate Finance
- Financial Analysis
- LBO
- Equities
Taylor Mikell Summary
- Taylor Mikell, based in Naples, FL, US, is currently a Associate CIO at Evergreen Wealth (EGW). Taylor Mikell brings experience from previous roles at Lumeris. Taylor Mikell holds a 1999 - 2004 Bachelor of Science - BS in Economics @ Purdue University. With a robust skill set that includes Private Equity, Financial Modeling, Capital Markets, Investment Banking, Due Diligence and more. Taylor Mikell has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Evergreen Wealth, formerly Troxell Financial Employees
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Associate CIO
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Andrew Bolt
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Dan Bolt
Associate Wealth Advisor
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Erin Crumly
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Doug C.
Wealth Advisor
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