Quality Control Specialist at HM Payson & Co@ HM Payson & Co
Portland, Maine, United States
Terry Taylor
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Bowdoin College
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FlashIntel GPTTerry Taylor is an experienced Investment Assistant with 18.8 years of work experience. He possesses a wide range of skills including asset allocation, risk management, customer service, and team building. Currently, he works at HM Payson & Co in the United States. Prior to this, he held positions as a Supervisor at Seligman Data Corp. Terry is known for his expertise in financial services, banking, and strategic planning.
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Emails and Phone Numbers
About
Investment Assistant at HM Payson & Co
Work Experience
Quality Control Specialist at HM Payson & Co
Investment Assistant
Investment Management
Terry Taylor's Professional Milestones
- Supervisor (2004-12-01~2009-06-01): Fostered a positive work environment, improving productivity and productivity, resulting in increased productivity and overall team productivity.
- Investment Assistant (2012-09-01~): Provided timely and efficient financial support to clients, ensuring their financial independence and financial stability.
Education
Bachelors,
Bachelor Of Arts
Skill
Asset Allocation
Risk Management
Customer Service
Mutual Funds
Team Building
Asset Management
Financial Services
Banking
Microsoft Office
New Business Development
Portfolio Management
Account Management
Team Leadership
Strategic Planning
Management
Microsoft Excel
Sales
Certification
Colleagues
David R. Hines, CFA
director of research & managing director at h m payson & co
Molly Reinfried, CFP®
Chair Of Financial Planning Group
Thomas Pierce
managing director at hm payson & co
Joel Harris
Managing Director
Peter E. Robbins, CFA
chief executive officer chief investment officer at h m payson & co
Other Named Terry Taylor
Frequently asked questions
We found 3 Terry Taylor's email addresses
We found 1 Terry Taylor's phone numbers
Terry Taylor's social media include: Linkedin,
Terry Taylor works for HM Payson & Co
Terry Taylor's role in HM Payson & Co is Quality Control Specialist at HM Payson & Co
Terry Taylor works in the industry of Investment Management
Terry Taylor's colleagues are David R. Hines, CFA,Molly Reinfried, CFP®,Thomas Pierce
Terry Taylor's latest job experience is Quality Control Specialist at HM Payson & Co at HM Payson & Co
Terry Taylor's latest education in Bowdoin College
