John Taylor Email & Phone Number

Encinitas, California, United States

The financial consultants with Lifetime Financial Advisors are registered representatives with, and securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by.

San Diego, California

• Supported LPL’s top performing financial advisors with their day-to-day business needs and client needs.
• Experienced in the generation of new accounts, movement of cash, account transfers between broker dealers, cost basis, reports, trading and compliance.
• Led advisor and management meetings to discuss the offices service metrics and follow ups on high touch items.
• Achieved 9/10 KPI metric scores with the Financial Adviser Offices. Which lead to the clients satisfaction with our firm.
• Trained and coached 5 colleagues into their Financial Service roles.
• Managed project to revamped call process for non-English speakers calling into service phone line.

Philippines

• Processed foreign exchange trade settlement orders for clients located in South Korea, Australia, and Middle East & Northern Africa.
• Single-handedly processed trade settlement orders for South Korea HSBC top client - State Street bank with 10,000 plus each day.
• 100% generation and delivery of foreign exchange and trade settlement reports to clients.
• Worked on project that increased the efficiency of FX reports to clients by 30%
• Led project to digitize the approval process of reports that are sent to HSBC Korea.

Philippines

• Sourced and interviewed potential applicants for research analysts and IT support roles.