Polly Traylor

Polly Traylor Email and Phone Number

Director of Business Operations @ Blount Consulting
Ocean Springs, MS, US
Polly Traylor's Location
Ocean Springs, Mississippi, United States, United States
Polly Traylor's Contact Details

Polly Traylor personal email

n/a

Polly Traylor phone numbers

About Polly Traylor

As a financial professional at Global Financial Impact, I find fulfillment in empowering individuals, families, and businesses to realize their financial aspirations. As someone who wishes they had had more financial education earlier in life, I am dedicated to helping my clients expand their knowledge of the financial landscape to make informed financial decisions to grow and protect their wealth.My focus on financial literacy enables me to guide clients through complex financial decisions with clarity and understanding. I equip them with the necessary tools and education to make informed choices, whether it's about retirement planning, investment management, college savings, or securing a family’s future. My primary goals are to simplify the process of accumulating and safeguarding wealth and make financial services accessible to all.

Polly Traylor's Current Company Details
Blount Consulting

Blount Consulting

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Director of Business Operations
Ocean Springs, MS, US
Polly Traylor Work Experience Details
  • Blount Consulting
    Director Of Business Operations
    Blount Consulting
    Ocean Springs, Ms, Us
    View
  • Conversion Strategy Group
    Project Manager
    Conversion Strategy Group Jun 2024 - Present
    San Francisco, California, United States
    As a Project Manager at Conversion Strategy Group, I lead cross-functional teams to deliver innovative marketing campaigns that drive brand engagement and business growth. With a focus on strategic planning, I manage end-to-end project lifecycles—from concept to execution—ensuring all deliverables are on time, within scope, and on budget.
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  • Gfi Global Financial Impact
    Licensed Financial Professional
    Gfi Global Financial Impact Mar 2024 - Present
    Ocean Springs, Mississippi, United States
    As a Licensed Financial Services Professional, I help individuals, families, and businesses navigate their financial journey by providing expert guidance in investments, insurance, retirement planning, and wealth management. With a deep understanding of financial products and a commitment to personalized service, I empower clients to make informed decisions that align with their long-term goals.I work closely with clients to assess their financial needs, develop customized strategies, and implement solutions that drive growth and financial security. My expertise includes:Retirement planning and asset managementInvestment advisory and portfolio diversificationInsurance solutions for risk managementTax-efficient wealth transfer and estate planningI am committed to building lasting relationships based on trust and integrity. I always prioritize my client's financial well-being. Through continued professional development, I stay informed about the latest trends in the financial services industry, ensuring that my clients receive the best possible advice.Let’s connect to discuss how I can help you achieve your financial goals and secure your future.
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  • Wealthvp
    Relationship Manager
    Wealthvp Jun 2023 - Feb 2024
    Scottsdale, Arizona, United States
    Directed strategic efforts with the board of directors and provided quarterly insights on business benchmarks and developments.Cultivated strategic partnerships with incubators, accelerators, and adjacent industries to expand market reach and collaboration opportunities.Drove customer acquisition and satisfaction through effective sales and account management.Accelerated startup growth by connecting talented founders with family office and venture capitalist investors. Coordinated and hosted virtual pitch sessions for founders and investors to increase networking and business connections.
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  • Wealthvp
    Product Manager
    Wealthvp Mar 2022 - Jun 2023
    Scottsdale, Arizona, United States
    Responsible for overall strategy, roadmap, and product success - software as a service (SaaS).Led market research to drive product strategy and competitiveness.Optimized cross-functional collaboration to drive product success.Developed a go-to-market strategy to launch the product successfully.
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  • Spitzlift Manufacturing
    Account And Project Manager
    Spitzlift Manufacturing Jan 2017 - Mar 2020
    San Diego
    Directed large-scale fleet and customer accounts, customizing solutions to meet diverse client needs.Coordinated tradeshow logistics and marketing collateral, enhancing brand visibility.Produced marketing collateral, including product catalogs and one-pagers, newsletters, white papers, and social media campaigns to drive engagement and brand awareness.
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  • University Of San Diego
    Senior Executive Business Administrator
    University Of San Diego Nov 2011 - Dec 2016
    Mobile Technology Learning Center | Center For Education Policy And Law
    Oversaw operations and marketing efforts for two non-profit research centers, including a website redesign project.Strengthened partnerships with regional school superintendents and key decision-makers to advance the centers' missions.Played a key leadership role in initiating, planning, and managing a teacher training series that attracted 80+ regional educators regarding integrating technology into the classroom.Coordinated and planned all center events, including a mayoral debate, two Future Ready SD Symposiums, and campus-wide/community speaking engagements.Maintained complex and extensive expense reports
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  • Morgan And Associates
    Political Fundraising Association
    Morgan And Associates 1995 - 1997
  • Congressman Gene Taylor
    Scheduling Director
    Congressman Gene Taylor 1991 - 1994
    Washington D.C.

Polly Traylor Skills

Fundraising Community Outreach Event Planning Public Speaking Nonprofits Strategic Communications Public Relations Grant Writing Volunteer Management Project Management Team Management Event Management Strategic Planning Strategic Partnerships Team Building Project Planning Marketing Strategy Operational Planning Great Motivator Business Strategy Creative Writing Operational Strategy Conflict Resolution

Polly Traylor Education Details

Frequently Asked Questions about Polly Traylor

What company does Polly Traylor work for?

Polly Traylor works for Blount Consulting

What is Polly Traylor's role at the current company?

Polly Traylor's current role is Director of Business Operations.

What is Polly Traylor's email address?

Polly Traylor's email address is pt****@****ego.edu

What is Polly Traylor's direct phone number?

Polly Traylor's direct phone number is +185851*****

What schools did Polly Traylor attend?

Polly Traylor attended Mississippi State University, University Of Southern Mississippi.

What skills is Polly Traylor known for?

Polly Traylor has skills like Fundraising, Community Outreach, Event Planning, Public Speaking, Nonprofits, Strategic Communications, Public Relations, Grant Writing, Volunteer Management, Project Management, Team Management, Event Management.

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