Taylor Whelan Email & Phone Number
Chief Ethics and Compliance Officer, Wealth Manager @ Whelan Financial
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Taylor Whelan Location
- Fresno, CA, US
Taylor Whelan Work
- Partner | CFO | Chief Ethics and Compliance Officer | Investment Advisor @ (July 2021 - Present)
- Chief Ethics and Compliance Officer, Wealth Manager @ (January 2016 - Present)
- Investment Advisor @ (November 2014 - Present)
- Hedge Fund Investor Services @ (June 2012 - October 2014)
- Legal and Compliance Services @ (March 2011 - June 2012)
- Account Executive @ (February 2011 - March 2011)
- Client Services @ (August 2008 - January 2011)
- Student Supervisor @ Adobe Lodge (January 2007 - June 2008)
Taylor Whelan Education
- Santa Clara University
Bachelor's Degree (Philosophy)
2004-2008
Taylor Whelan Skills
- Microsoft Excel
- Customer Service
- Outlook
- Social Media
- Marketing
- Editing
- Fundraising
- Microsoft Office
- Management
- Leadership
- Investments
- Financial Analysis
- PowerPoint
- Microsoft Word
- Event Management
- Finance
Taylor Whelan Summary
- Taylor Whelan, based in Fresno, CA, US, is currently a Chief Ethics and Compliance Officer, Wealth Manager at Whelan Financial. Taylor Whelan brings experience from previous roles at Whelan Financial and Wellington Management. Taylor Whelan holds a 2004 - 2008 Bachelor's Degree in Philosophy @ Santa Clara University. With a robust skill set that includes Microsoft Excel, Customer Service, Outlook, Social Media, Marketing and more. Taylor Whelan has 2 emails and 4 mobile phone numbers on RocketReach.
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