Taylor Wald Email & Phone Number
Director of Operations @ SRQ Wealth
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Taylor Wald Location
- Sarasota, FL, US
Taylor Wald Work
- Regional Manager, Advisor Support @ (May 2026 - Present)
- Director of Operations @ (January 2025 - Present)
- Client Service Manager @ (May 2021 - December 2024)
- Client Services Specialist @ (October 2014 - May 2021)
Taylor Wald Education
- University of Richmond
Bachelor’s Degree (Political Science)
2009-2013
Taylor Wald Skills
- Account Management
- Analytical Skills
- Client Services
- Computer Proficiency
- Customer Service
- Data Analysis
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Outlook
- PowerPoint
- Research
- Time Management
Taylor Wald Summary
- Taylor Wald, based in Sarasota, FL, US, is currently a Director of Operations at SRQ Wealth. Taylor Wald brings experience from previous roles at Carson Wealth and SRQ Wealth. Taylor Wald holds a 2009 - 2013 Bachelor’s Degree in Political Science @ University of Richmond. With a robust skill set that includes Account Management, Analytical Skills, Client Services, Computer Proficiency, Customer Service and more. Taylor Wald has 2 emails and 1 mobile phone numbers on RocketReach.
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