Financial Representative
CurrentI help people plan for retirement while taking care of today's financial responsibilities and demands.Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/
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@mwacareers.org
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2 phones found area 785
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Crystal Davis-Taylor is listed as Financial Representative at Modern Woodmen of America, a with 1990 employees, based in Ottawa, Kansas, United States. AeroLeads shows a work email signal at mwacareers.org, phone signal with area code 785, and a matched LinkedIn profile for Crystal Davis-Taylor.
Crystal Davis-Taylor previously worked as Financial Consultant/Tax Preparer at Davis-Taylor Financial, Llc and Job Placement Specialist at Self-Employed. Crystal Davis-Taylor holds Bgs, Psychology, Criminology from The University Of Kansas.
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I have been in the financial services industry since 2000 and have worked in all aspects from banking, to back-office, and currently have my own office with Modern Woodmen of America Financial Services. I love the company I work for and helping people meet their financial goals. I also own and operate a firm in my spare time that contracts with the State of Kansas helping disabled people find work through Vocational Rehabilitation.
Listed skills include Fixed Annuities, Insurance, Financial Services, Disability Insurance, and 10 others.
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1610 S. Main St., Ottawa, Ks
I help people plan for retirement while taking care of today's financial responsibilities and demands.Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/
Ottawa, Ks
*Property/casualty sales and services.*Certified tax preparation.*Medicare and health insurance consultation and sales.*Book-keeping services for personal and business.
I own a firm that helps people with disabilities find and keep jobs. We solely contract through the Kansas Vocational Rehabilitation program and the Department for Children and Families.
Financial Advisor and Insurance Agent in the sale and service of life, health, disability, long-term care, home, auto, and commercial insurance and Financial Services and Investment Vehicles.*Licensed in all lines of personal and commercial insurance.*Licensed for sale of securities.*Head of Sales Department responsible for training of and results from other Associate Agents.
Independent financial representative in the sale and service of life, health, disability, long-term care, and other types of insurance, investment vehicles such as mutual funds, annuities, and banking products, and general financial services.*Worked on commission-only basis.
Personal Banker*Performed duties in sales and service to existing and new banking customers including new accounts, consumer loans, fixed annuities, basic teller functions, and other banking products.*Supervised teller department when manager or assistant manager were not on duty.*Among top 5 in annuity production in the company for the year of 2004.
Worked with upper management to develop department procedures and processes and ran department independently for a period exceeding two months. * Participated in hiring of new team members by means of recommendation. * Processed all areas of dividend operations including: distribution reversals, client reconciliation, error account reconciliation, box reconciliation, omnibus balancing and processing, fund account balancing, tax reporting, penalty and foreign withholding, and setting-up pay-out options and cross-reinvestment. * Participated in re-organization of department to ensure more accurate and efficient workflow. * Worked with mutual fund companies to resolve any system or other problems and misunderstandings between companies.
Mutual Funds Operations-Dividends Management
Other employees you can reach at modernwoodmen.org. View company contacts for 1990 employees →
Alexia Johnson
Colleague at Modern Woodmen Of AmericaUnited States
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Scott Mansell
Colleague at Modern Woodmen Of AmericaUnited States
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Kimberly Gomez
Colleague at Modern Woodmen Of AmericaJurupa Valley, California, United States
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Kord Allison
Colleague at Modern Woodmen Of AmericaDallas-Fort Worth Metroplex, United States
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Taylor Brown
Colleague at Modern Woodmen Of AmericaTupelo, Mississippi, United States
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Shane Catlett, Ricp
Colleague at Modern Woodmen Of AmericaChattanooga, Tennessee, United States
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Melissa Monroe
Colleague at Modern Woodmen Of AmericaBeaumont, California, United States
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Jill Hall
Colleague at Modern Woodmen Of AmericaBatavia, Illinois, United States
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Bruce Qualls
Colleague at Modern Woodmen Of AmericaJackson, Missouri, United States
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Amy Parks
Colleague at Modern Woodmen Of AmericaUnited States
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Quick answers generated from the profile data available on this page.
Crystal Davis-Taylor works for Modern Woodmen of America.
Crystal Davis-Taylor is listed as Financial Representative at Modern Woodmen of America.
AeroLeads has found 2 work email signals at @mwacareers.org for Crystal Davis-Taylor at Modern Woodmen of America.
AeroLeads has found 2 phone signal(s) with area code 785 for Crystal Davis-Taylor at Modern Woodmen of America.
Crystal Davis-Taylor is based in Ottawa, Kansas, United States while working with Modern Woodmen of America.
Crystal Davis-Taylor has worked for Modern Woodmen Of America, Davis-Taylor Financial, Llc, Self-Employed, Farm Bureau Financial Services, and Metlife Financial Services.
Crystal Davis-Taylor's colleagues at Modern Woodmen of America include Alexia Johnson, Scott Mansell, Kimberly Gomez, Kord Allison, and Taylor Brown.
You can use AeroLeads to view verified contact signals for Crystal Davis-Taylor at Modern Woodmen of America, including work email, phone, and LinkedIn data when available.
Crystal Davis-Taylor holds Bgs, Psychology, Criminology from The University Of Kansas.
Crystal Davis-Taylor is listed with skills including Fixed Annuities, Insurance, Financial Services, Disability Insurance, Training, Employee Benefits, Retirement, and Finance.
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