Sam Taylor

Sam Taylor Email and Phone Number

Business Finance Major | Looking to Connect with Fee Only Financial Advisors @ Parkshore Wealth Management
roseville, california, united states
Sam Taylor's Location
Rexburg, Idaho, United States, United States
About Sam Taylor

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.

Sam Taylor's Current Company Details
Parkshore Wealth Management

Parkshore Wealth Management

View
Business Finance Major | Looking to Connect with Fee Only Financial Advisors
roseville, california, united states
Website:
pwmadvisor.com
Employees:
7
Sam Taylor Work Experience Details
  • Parkshore Wealth Management
    Intern
    Parkshore Wealth Management Sep 2022 - Present
    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
  • Parkshore Wealth Management
    Intern
    Parkshore Wealth Management Sep 2022 - Present
    Roseville, California, United States
  • College Success Program, Byu-Idaho
    Team Lead
    College Success Program, Byu-Idaho Apr 2019 - Jul 2019
    Rexburg, Idaho

Sam Taylor Education Details

Frequently Asked Questions about Sam Taylor

What company does Sam Taylor work for?

Sam Taylor works for Parkshore Wealth Management

What is Sam Taylor's role at the current company?

Sam Taylor's current role is Business Finance Major | Looking to Connect with Fee Only Financial Advisors.

What schools did Sam Taylor attend?

Sam Taylor attended Brigham Young University - Idaho.

Who are Sam Taylor's colleagues?

Sam Taylor's colleagues are Samuel Lucero, Jodi Weight, Amanuel Lemma, Daniel Andersen, Cfp®, Harold Anderson, Cfp®, Pamela Liggett.

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