Lionel Taylor Email & Phone Number

Washington, DC, US

Rockville, Maryland, United States

Conducts routine review and investigations of unusual market activity for evidence of violations of applicable federal securities laws, FINRA rules and regulations Compiles and organizes information from a variety of sources to be used in the development of investigations of potential violative activity Presents investigative findings to management, and.

Rockville, Maryland, United States

Charlotte, North Carolina, United States

- Support internal clients and prospects by responding to questions to ascertain the extent of the opportunity, obstacles, and the depth of the information required- Educate of our clients on our firm's financial planning services, philosophies, rationale, and position appropriate products and services based upon the uncovered client needs- Identify.

Hunt Valley, MD

• Analyze and translate financial information to aid client’s wealth management brokerage accounts
• Assist clients’ with goal-based wealth management accounts including retirement planning, education, andlegacy accounts
• Connect with 25 clients daily servicing their brokerage accounts within the guardrails of the position held
• Deepen relationships with clients in order to discover financial strategies and connect the client to a fullylicensed Financial Solutions Advisor
• Earned credentials from Academy Program that allow for transition to licensed roles specialized in Trade &Deepening, Advice Delivery, Sales, or Relationship Management

Prince George's County, MD

• Informed Democrats in Prince George’s County, MD under the age of 40 of recent & relevant county policies that effect their everyday life decisions
• Identified high voting areas and audiences in order to determine the best way to communicate public information to them in addition to developing and implementing a communication plan.
• Directed the training and performance evaluations of volunteers and oversaw their weekly activities.
• Gathered and organized information to create financial plans and advertising campaigns.
• Directed, motivated, and monitored the mobilization of the organization’s goals to advance our agenda.

Largo, MD

Here at Ignite Tech T2 by Inncuvate consulting, we connect technology transfer offices, federal government labs, entrepreneurs, scientists, engineers, pioneers, thinkers, investors, and visionaries to increase the creation of more product-based small businesses and create a local economic development engine of tech-based companies that are anchored by.

Washington, District Of Columbia, United States

• Assisted professionals and businesses with wealth management, retirement planning, and risk management
• Prepared financial management variance reports for upcoming and prospective clients
• Provided guidance and technical assistance to clients regarding tax efficiency
• Reviewed and made recommendations on financial positions for businesses and business owners
• Cooperatively performed tasks and duties which are not specifically listed in the job description, but are within the generational occupational category and implied authority of a financial representative

Columbia, Maryland

• Maintained records of daily data communication transactions, problems and actions taken
• Presented analysis in both verbal and written reports
• Entered commands and observed systems were functioning to verify correct operations and errors for over 100 customers weekly
• Prepared evaluations of software and recommended improvements or upgrades
• Collaborated with staff users, and management to establish requirements for new systems or modifications