vice president fiduciary advisor at pnc private bank@ PNC
New York, New York, United States
Erik D. Taylor, CRC®
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Fairleigh Dickinson University
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FlashIntel GPTErik D. Taylor, CRC(r) is an experienced professional with over fifteen years of experience in the financial services industry. He has a successful career in financial consultation, sales, and operations, resulting in high success rates of deepening and enhancing client portfolios. Erik is known for his excellent interpersonal, analytical, and organizational skills, as well as his ability to adapt to competitive environments. He has held various positions at PNC, JPMorgan Chase & Co., and JPMorgan Chase & Co., demonstrating his expertise in leadership, relationship management, and talent acquisition. Erik is based in the United States.
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About
With over fifteen years of experience in the financial services industry what do I bring to the table? •Experienced professional with a successful career in financial consultation, sales and operations. •Excel at interfacing with others at all levels of an organization allowing for smooth interactions. •Proactive approach has resulted in high success rate of deepening and enhancing client portfolios. •Possess excellent interpersonal, analytical, and organizational skills. •Excel within highly competitive environments where leadership and listening skills are vital. •An effective closer with the skills necessary to learn and evolve within any situation.
...See MoreWork Experience
Assistant Vice President | Wealth Strategist | Asset Management Group
vice president fiduciary advisor at pnc private bank
Assistant Vice President | Senior Relationship Manager - Private Client Group
Financial Services
Erik D. Taylor, CRC®'s Professional Milestones
- Vice President | Private Banker (2007-11-01~2010-05-01): Successfully implemented portfolio management strategies, optimizing assets and driving profitability for the company.
- vice president fiduciary advisor at pnc private bank (2015-01-01~2017-08-01): Developed and implemented strategic financial planning processes to optimize profitability and optimize profitability.
Education
A
2019-2020Skill
Leadership
Relationship Management
Team Leadership
Talent Management
Talent Acquisition
Management
Credit
Investments
Finance
Loans
Financial Planning
Credit Analysis
Portfolio Management
Financial Services
Business Relationship Management
Mortgage Lending
Banking
Certification
Colleagues
Kate Deater
Product Owner
Nicole Provenzano
Business Analyst Advisor | Product Owner | Associate Vice President | Chief Product Officer
Dan Sandefur
Agile Product Owner || Agile Coach || I.T. Business Analyst || ACSPO || CSM || SAFe-5 POPM
alfian afrizal
Business Owner
Collin Luibl, MBA
Business Lending Specialist | Deposit Specialist | Business Model | Analyst | Business Owner Advocate
Other Named Erik D. Taylor, CRC®
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Erik D. Taylor, CRC® works for PNC
Erik D. Taylor, CRC®'s role in PNC is vice president fiduciary advisor at pnc private bank
Erik D. Taylor, CRC® works in the industry of Financial Services
Erik D. Taylor, CRC®'s colleagues are Kate Deater,Nicole Provenzano,Dan Sandefur
Erik D. Taylor, CRC®'s latest job experience is vice president fiduciary advisor at pnc private bank at PNC
Erik D. Taylor, CRC®'s latest education in Fairleigh Dickinson University
