Leighton Taylor work email
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Leighton Taylor personal email
Hi, my name is Leighton I am an Alabama native currently working as a Analyst with a background in Financial planning. I am experienced in working in high-stress, high-pressure environments and situations involving constant change where I can apply my understanding in market research, investments, planning, finance, and client relations. I am motivated to continually improve and extend my personal skills and knowledge to attain increased responsibility and opportunities for professional growth. Please feel free to connect with me and message me about any opportunities.
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Outside Sales RepresentativeWescoBirmingham, Al, Us -
Platform Engagement AnalystIcapital Feb 2023 - Present- Engaged proactively in sales campaigns targeting financial advisors. - Developed an expertise on the SIMON platform; Showcasing the full functionality of iCapital within structured products, annuities, and alternative asset classes.- Underwent completion of required FINRA license verification - Help advisors build and manage their structured product, annuity, and alternative asset business.- Act as a liaison between end users and internal departments to rectify any platform issues. - Manage all interactions (calls, emails, webinars, and demos) in Salesforce.- Learn, understand, and stay current on the structured product, annuity, and alternative asset landscape and how we support these areas holistically.- Shared creative ideas to enhance the user experience.- Supported distributor rollouts, training sessions, and new product lines. -
Associate Policy SpecialistProassurance Oct 2019 - Feb 2023Birmingham, Alabama, United States- Perform highly advanced account reconciliations focusing on larger and more complicated accounts utilizing advanced technical knowledge of the Financial Management sub system and underwriting process.- Complete daily, weekly, monthly, and quarterly premium cash reconciliations. Research and analyze any issues.- Leads the development and implementation of monitoring mechanisms for ensuring timeliness and accuracy of the billing process.- Maintains exceptional customer service by processing binders, policy issuance and midterm service requests within established timeframes.- Responsible for providing the highest level of accuracy and support to the underwriter(s) throughout the new business lifecycle and ongoing renewal account maintenance.
Leighton Taylor Skills
Leighton Taylor Education Details
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Financial Planning And Services
Frequently Asked Questions about Leighton Taylor
What company does Leighton Taylor work for?
Leighton Taylor works for Wesco
What is Leighton Taylor's role at the current company?
Leighton Taylor's current role is Outside Sales Representative.
What is Leighton Taylor's email address?
Leighton Taylor's email address is lt****@****nce.com
What schools did Leighton Taylor attend?
Leighton Taylor attended The University Of Alabama.
What skills is Leighton Taylor known for?
Leighton Taylor has skills like Customer Service, Financial Planning, Microsoft Office, Microsoft Excel, Financial Counseling, Strategic Planning, Marketing, Leadership, Public Speaking, Financial Accounting, Project Management, Research.
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2gmail.com, envision.io
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Leighton Taylor
Nashville, Tn -
2paulmitchell.edu, paulmitchell.edu
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2yahoo.com, vidagroup.com
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