Intern
Current- Gaining experience in the financial advising industry - Learning financial softwares including MoneyGuidePro, Orion, Veo One, and SalesForce- Observing client meetings and client facing interactions
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Sam Taylor is listed as Business Finance Major | Looking to Connect with Fee Only Financial Advisors at Parkshore Wealth Management, a with 7 employees, based in Rexburg, Idaho, United States. AeroLeads shows a matched LinkedIn profile for Sam Taylor.
Sam Taylor previously worked as Intern at Parkshore Wealth Management and Intern at Parkshore Wealth Management. Sam Taylor holds Bachelor'S Degree In Business Finance, Finance And Financial Management Services from Brigham Young University - Idaho.
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Since the idea of having a career entered my mind, I always planned on doing something with finance. As I have attended college and served a mission for my church, I have uncovered a deeper passion of mine, which is helping people. The realization of these two passions has brought me to the following path, that of becoming a Financial Advisor. In pursuit of this career, I am currently a junior at Brigham Young University – Idaho. My major is business finance with a minor in communication. Because finance is a passion of mine, I have applied the principle of self-reliance to my college career. I have had the opportunity to learn a¬¬¬nd develop new skills through work experience that has ranged from being a Team Lead in a college success course, to a Farm Hand in Hamer, ID. In addition to work opportunities, I have also participated in the Wealth Management Society here at BYU-I. Because of that, I have been introduced, albeit lightly, to software such as MoneyGuidePro, eMoney, Redtail, and Riskalyze. While new and inexperienced in the world of financial advising, with a little coaching I believe that I will become a powerful asset to those I serve.
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Roseville, California, United States
- Gaining experience in the financial advising industry - Learning financial softwares including MoneyGuidePro, Orion, Veo One, and SalesForce- Observing client meetings and client facing interactions
Rexburg, Idaho
Other employees you can reach at pwmadvisor.com. View company contacts for 7 employees →
Pamela Liggett
Colleague at Parkshore Wealth ManagementShingle Springs, California, United States
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Samuel Lucero
Colleague at Parkshore Wealth ManagementRexburg, Idaho, United States
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Amanuel Lemma
Colleague at Parkshore Wealth ManagementGreater Seattle Area, United States
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Daniel Andersen, Cfp®
Colleague at Parkshore Wealth ManagementRoseville, California, United States
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Jodi Weight
Colleague at Parkshore Wealth ManagementOrangevale, California, United States
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Harold Anderson, Cfp®
Colleague at Parkshore Wealth ManagementRoseville, California, United States
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Sam Taylor works for Parkshore Wealth Management.
Sam Taylor is listed as Business Finance Major | Looking to Connect with Fee Only Financial Advisors at Parkshore Wealth Management.
Sam Taylor is based in Rexburg, Idaho, United States while working with Parkshore Wealth Management.
Sam Taylor has worked for Parkshore Wealth Management and College Success Program, Byu-Idaho.
Sam Taylor's colleagues at Parkshore Wealth Management include Pamela Liggett, Samuel Lucero, Amanuel Lemma, Daniel Andersen, Cfp®, and Jodi Weight.
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Sam Taylor holds Bachelor'S Degree In Business Finance, Finance And Financial Management Services from Brigham Young University - Idaho.
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