Thomas Taylor Email & Phone Number
Director of Financial Planning @ Saugatuck Financial
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Thomas Taylor Location
- Norwalk, CT, US
Thomas Taylor Work
- Director of Financial Planning @ (April 2021 - Present)
- Senior Treasury Analyst - FX Payments @ (July 2018 - April 2021)
- Analyst, Risk Controls - GE Energy Financial Services @ (January 2017 - July 2018)
- Program Management Office, Manager, GE Energy Financial Services @ (April 2015 - December 2016)
- Wealth Strategy Associate and Senior Registered Client Service Associate @ (July 2005 - April 2015)
Thomas Taylor Education
- NYU Stern School of Business
MBA (Finance, Marketing and Management)
2009-2012 - La Salle University
BS (Marketing)
2001-2005 - University of Galway
Study Abroad Program
2004-2004
Thomas Taylor Skills
- Accounting
- Alteryx
- Asset Management
- Bloomberg
- Budget Management
- Budgeting
- Business Administration
- Business Process Improvement
- Business Transformation
- Critical Thinking
- Customer Relationship Management (CRM)
- Customer Service
- Data Analysis
- Data Management
- Data Visualization
- Equities
- FX Spot
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Financial Risk
- Financial Services
- Fixed Income
- Investments
- Leadership
- Mergers & Acquisitions (M&A)
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Visio
- Mutual Funds
- Operational Risk
- Operational Risk Management
- Organization Skills
- Performance Reporting
- Portfolio Management
- Presentation Skills
- Process Improvement
- Program Management
- Project Management
- Records Management
- Risk Management
- Strategy
- Tableau
- Teamwork
- Treasury Management
- Valuation
- Wealth Management
Thomas Taylor Summary
- Thomas Taylor, based in Norwalk, CT, US, is currently a Director of Financial Planning at Saugatuck Financial. Thomas Taylor brings experience from previous roles at GE Capital and UBS. Thomas Taylor holds a 2009 - 2012 MBA in Finance, Marketing and Management @ NYU Stern School of Business. With a robust skill set that includes Accounting, Alteryx, Asset Management, Bloomberg, Budget Management and more. Thomas Taylor has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Saugatuck Financial Employees
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Christy Charise
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