James Taylor

James Taylor Email and Phone Number

Regional Vice President @ SmartTrust®
Boston, MA, US
James Taylor's Location
Boston, Massachusetts, United States, United States
James Taylor's Contact Details

James Taylor work email

James Taylor personal email

About James Taylor

One of my primary goals is to become a key strategic resource for the financial advisors I serve by delivering institutional quality investments, actionable marketing ideas and a level of partnership that centers on business coaching.

James Taylor's Current Company Details
SmartTrust®

Smarttrust®

View
Regional Vice President
Boston, MA, US
Website:
smarttrustuit.com
Employees:
16
James Taylor Work Experience Details
  • Smarttrust®
    Regional Vice President
    Smarttrust®
    Boston, Ma, Us
    View
  • Axs Investments
    Regional Director
    Axs Investments Jan 2021 - Present
    Greater Boston
    View
  • Axs Investments
    Senior Regional Director
    Axs Investments Jan 2021 - Present
  • Arrow Funds
    Regional Director
    Arrow Funds May 2020 - Jan 2021
    Greater Boston
    View
  • Wells Fargo Asset Management
    Regional Director
    Wells Fargo Asset Management Dec 2002 - Jan 2020
    505 Carr Road 3Rd Floor Wilmington, De 19809
    Representing Wells Fargo mutual funds and separate accounts to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.Sharing business building ideas and strategies with financial advisors.Providing expert perspective in client meetings.Providing technical information to advisors.Offering and coordinating client marketing assistance to advisors (i.e. client and prospect seminars.)
  • Stephens
    Regional Vice President
    Stephens Dec 2002 - Mar 2005
    Greater Boston Area
    Third party distributor of Wells Fargo Funds covering all channels in New England (ex CT).
    View
  • Evergreen Investments
    Regional Vice President Of Sales
    Evergreen Investments Aug 2000 - Dec 2002
    Greater Boston Area
    External wholesaler covering Wachovia Private Client Group in New England and upstate NY.
    View

James Taylor Skills

Platform Speaking Data Analysis Consultative Selling Investments Territory Management

James Taylor Education Details

Frequently Asked Questions about James Taylor

What company does James Taylor work for?

James Taylor works for Smarttrust®

What is James Taylor's role at the current company?

James Taylor's current role is Regional Vice President.

What is James Taylor's email address?

James Taylor's email address is jt****@****ail.com

What schools did James Taylor attend?

James Taylor attended University Of Rhode Island.

What skills is James Taylor known for?

James Taylor has skills like Platform Speaking, Data Analysis, Consultative Selling, Investments, Territory Management.

Who are James Taylor's colleagues?

James Taylor's colleagues are Justin Plante, Ronald Farrise, David Ajifu, Charlotte Carmen, Scott Steele, Doug Richter, John Mcloughlin.

Not the James Taylor you were looking for?

  • James Taylor

    James Taylor
    Glen Allen, Va
  • James Taylor

    James Taylor
    Legal And Business Executive
    Birmingham, Al
    3
    goldbanc.com, thebankmybank.com, omegacommunities.org

    1 +120532XXXXX

  • James T.

    James T.
    Kansas City, Mo
    3
    gmail.com, appdynamics.com, quantummetric.com
  • James Taylor

    James Taylor
    Golden, Co
    5
    icfi.com, icf.com, aeneasoft.com, icfi.com, analyticaldatasystems.com

    3 +172033XXXXX

  • James Taylor

    James Taylor
    Detroit Metropolitan Area
    4
    outlook.com, hotmail.com, trinity-pm.com, continuumservices.com
View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.