Michael Taylor Email & Phone Number

Danville, Ca, Us

Founder and CEO of Grand Central Advisory, a firm focused on helping financial advisors and wealth managers optimize their businesses to take advantage of the newest technologies and cutting-edge best practices. We work closely with teams of all sizes to deeply understand your workflows, identify improvement areas, recommend tangible action plans, and ultimately deliver meaningful results to your business.

Denver, Colorado, Us

Lead a cross-functional team focused on expansion and new products. Accountable for mapping the needs and pain points to inform new investments and GTM strategy. Responsible for creating and publishing all deliverables used for client engagements (external roadmap, release notes, webinars, presentations, success plans, etc.)Key Accomplishments:- Responsible for growth in the largest customer segment: advertisers. Increased segment ARR by 30% in 2 quarters.- Boosted customer engagement by introducing new personas; revamped all communications to better tailor messaging of business needs and product value props; resulted in a 20% increase in overall satisfaction- Led the launch of SafeGraph Spend, a new financial product tying transactions to individual store locations. From identifying the pain to refining the data schema to leading the launch webinar and all ongoing support and relationship management. Generated over $1M in recurring revenue- Additional projects: Places API 2.0, Location Compliance, Places, Geometry

San Francisco, Ca, Us

Saas productivity platform for family offices and their network of service providers.Head of Customer Success- Managed a team that achieved a $1M revenue increase in the first year through strategic account plans, repeatable customer playbooks and advanced client mapping techniques.- Relationship/program manager for the largest wealth management firm in the US; handled executive stakeholders, product requirements & roadmap, legal & compliance, UAT, client onboarding, success and growthLead Product Manager- Merged two product engineering teams to form one group focused on the core navigation of the platform with clear ownership over specific areas (home page, queue, settings, tasks, presentation, permissions). Transitioned to 3-week agile sprints with monthly releases to improve predictability.- Pioneered the purchase and implementation of Pendo to better track user behavior; reset team and company KPIs using the new data to be more targeted and measurable- Defined and documented the company’s initial platform strategy to present a uniform vision aligning all product teams, translated into a functional roadmap representing all stakeholder feedback and requirements.

New York, New York, Us

Identified new revenue opportunities in current and adjacent markets and championed new product ideas from concept to launch. Created go-to-market strategies for investment and advisor client personas and defined common experiences by aligning company functions from sales through engineering. Developed and maintained strategic partnerships within vendor ecosystem. Managed research for internal stakeholders.Key Accomplishments:- Developed initial integration partner program to include technology partners, service partners, and data partners; goal to supplement the product with best of breed complementary solutions.Refined company and product positioning by conducting client win/loss analyses, trained all teams on results- Led acquisition and integration of hedge fund research platform with zero client churn through management of legal, financial, resourcing, product and service initiatives.- Developed and implemented the company’s first market segmentation framework, coordinating cross-functional rollout, built dashboards in Periscope/SQL to promote new metric tracking- Initiated new feature proposal framework, incorporating company strategy to better coordinate team priorities

New York, New York, Us

Established enterprise business group to attract and retain clients with more complicated profiles and operational infrastructure. Managed private bank and wirehouse relationships in new sales, expansion efforts, and all client lifecycle stages. Developed technical product roadmap and defined end-to-end client experience for the entire market segment.Key Accomplishments:- Built a nationwide team generating $17M annually in under 2 years (representing two-thirds of firm annual revenues at the time).- Directed deployments, data operations, relationship management and client support teams for the largest scale clients, resulting in efficient product delivery and high customer satisfaction. Implemented best practices for resource utilization and improved operating margins by over 32%- Completed the largest, most high-profile technical implementations in company history, including Morgan Stanley, Alliance Bernstein and Merrill Lynch among others.- Led company through the first attempt at approval from an enterprise client, navigating corporate requirements, compliance considerations and legal restrictions to ultimately unlock value for hundreds of end users

New York, New York, Us

Hired as initial team member and leader to identify and secure clients and establish operational and technical support for all aspects of client lifecycle. Managed client relationships from pre-sales through implementation, training, and user support. Led onboarding and ongoing technical product training of RIAs, Family Offices, Fund of Funds and other institutional-type investment advisors. Key Accomplishments:- Oversaw customer growth from 3 to 300 global clients, serviced by 4 offices; originated Support & Client Relationship/Success orgs.- Collaborated in design and launch of innovative, cutting-edge portfolio management software tool for revolutionizing analysis of aggregate exposures by wealth managers and communication of data to clients.

New York, Ny, Us

In this role, I analyzed public and private institutional client portfolios and constructed client-specific, comprehensive quarterly reports for asset allocations, economic environments, portfolio characteristics, and manager style and performance. I established and maintained client relationships and delivered manager updates regarding critical portfolio developments.Key Accomplishments:- Advised investment committees representing large corporate pension, defined-benefit, and defined contribution plans.- Championed initiative to streamline communications between internal manager research teams and external-relationship managers driving reduced redundancy and increased reporting consistency.

Consulted with ultra-high net worth clients as investment advisor. Employed optimization techniques and analyses for multiple industries and asset classes to create client portfolios. Recommended optional trading strategies with related deliverables for clients.Key Accomplishments:- Managed investment funds of more than $500M.- Secured all required regulatory licenses.

Santa Clara, Ca, Us

Evaluated potential investment managers and portfolio management companies by performing quantitative and qualitative research. Delivered comprehensive reports to corporate investment committee. Assessed strategic positioning and prospective future growth compared to current validations of portfolio companies to prepare secondary bids. Key Accomplishments:- Created and developed proprietary venture-backed company investments and relevant agreement attributes based on collaborations with four distinct bank teams.- Generated market maps for potential investments in foreign-growth and venture-capital funds.

- Observed portfolio reviews, fund status updates, prospective investment meetings- Prepared presentation materials for Investment Committee meetings- Evaluated alternative asset holdings of the Endowment in preparation for audit