Taylor Barclay Email & Phone Number

Pleasant Grove, UT, US

Pleasant Grove, Utah, United States

Pleasant Grove, Utah, United States

Lehi, Utah, United States

- Performed 150-200 outbound calls daily to small business owners, providing them with various loan opportunities- Developed ROI strategies for and educated 1000+ businesses on ACH, MCA, LOC, SBA, and term loan products- Managed a pipeline of hundreds of businesses, ensuring qualified businesses made it through the entire funding process

Raleigh, North Carolina, United States

- Executed diligence efforts on $150mm prospective investments and deals as part of 15+ team managing $2.6bn AUM- Responsible for compiling notes and presenting key takeaways to upper management on 20+ diligence calls and meetings- Formulated investment recommendations on 7 companies in life science, healthcare, and pharmaceutical industries

Provo, Utah, United States

- Led competitive analysis on top 3 competitors and proposed 5 recommendations for website and product development- Collaborated with 4 full-time students to produce a 45-page report on 3 takeaways to strengthen brand equity and image- Organized and facilitated weekly communication between team and CEO to report on deliverables, and key findings

Provo, Utah, United States

- Maintained inventory for select line of 20+ products through correspondence with third-party distributor- Resolved 50+ customer disputes over packaging and shipping mistakes through personalized calls and emails- Refined customer relations and supply chain efficiency by correctly fulfilling, billing, and shipping 500+ orders

Caldwell, Idaho, United States

- Oversaw team of 5+ lifeguards as head lifeguard in soft and hard skill development to ensure confidence and readiness- Corroborated protection and safety of pool deck with 50-150 patrons through necessary rotations and training exercises- Enhanced consumer experience by providing first aid treatment and care to injured and wounded members