Taylor Sohns's Location
Saratoga Springs, New York, United States
Taylor Sohns's Work
- Co-Founder @ LifeGoal Investments
- Director @ Legg Mason
- Regional Manager- Upstate New York @ Lord, Abbett & Co. LLC
- Internal Wholesaler @ Legg Mason
- Sales Associate @ Legg Mason
- Financial Representative @ Northwestern Mutual
Taylor Sohns's Education
- Iona College
Master of Business Administration (Finance)
2010 - 2012 - Iona College
Bachelors (Finance)
2007 - 2010
Taylor Sohns's Skills
- Alternative Investments
- Uniform Combined State Law
- Series 6
- Uniform Combined State
- 529 Plans
- Separately Managed Accounts
- Retirement Planning
- Sales
- Mutual Funds
- Series 63
Taylor Sohns's Summary
Taylor Sohns, based in Saratoga Springs, New York, United States, is currently a Co-Founder at Lifegoal Investments, bringing experience from previous roles at Legg Mason and Lord, Abbett & Co. LLC. Taylor Sohns holds a 2010 - 2012 Master of Business Administration in Finance @ Iona College. With a robust skill set that includes Alternative Investments, Uniform Combined State Law, Series 6, Uniform Combined State, 529 Plans and more, Taylor Sohns contributes valuable insights to the industry. Taylor Sohns has 3 emails and 1 mobile phone number on RocketReach.
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Taylor Sohns
Executive Advisory Board Member at Iona University LaPenta School of Business
Saratoga Springs, NY, US42
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