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Taylor Sutherland Location
San Diego, CA, US
Taylor Sutherland Work
2022 -now Director of Portfolio Strategy and Senior Wealth Advisor @
2018 -now Senior Wealth Advisor @
2012 -now Wealth Advisor @
2006 -2012 Vice President - Invesments @
2002 -2006 Vice President @ Fisher Investments
1999 -2002 Business Development @ Arthur Andersen
Taylor Sutherland Education
University of California, Berkeley
B.A. (Mass Communications)
1994-1998
Torrey Pines High School 1991-1994
The Episcopal School of Dallas 1987-1991
Taylor Sutherland Skills
Wealth Management
Microsoft Office
Management
Estate Planning
Credit Analysis
Salesforce.com
Taylor Sutherland Summary
Taylor Sutherland, based in San Diego, CA, US, is currently a Director of Portfolio Strategy and Senior Wealth Advisor at Halbert Hargrove. Taylor Sutherland brings experience from previous roles at Halbert Hargrove, Stifel Financial Corp. and Fisher Investments. Taylor Sutherland holds a 1994 - 1998 B.A. in Mass Communications @ University of California, Berkeley. With a robust skill set that includes Wealth Management, Microsoft Office, Management, Estate Planning, Credit Analysis and more. Taylor Sutherland has 2 emails and 2 mobile phone numbers on RocketReach.
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