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Stefanie Taylor Email & Phone Number

Wealth Management Client Associate at Merrill Lynch at Merrill Lynch
Location: Chicago, Illinois, United States 5 work roles 1 school
1 work email found @bestbuddies.org LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@bestbuddies.org
LinkedIn Profile matched
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Current company
Role
Wealth Management Client Associate at Merrill Lynch
Location
Chicago, Illinois, United States

Who is Stefanie Taylor? Overview

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Quick answer

Stefanie Taylor is listed as Wealth Management Client Associate at Merrill Lynch at Merrill Lynch, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at bestbuddies.org and a matched LinkedIn profile for Stefanie Taylor.

Stefanie Taylor previously worked as Wealth Management Client Associate at Merrill Lynch and Director of Development at Best Buddies International. Stefanie Taylor holds Ba, Elementary Education from Michigan State University.

Company email context

Email format at Merrill Lynch

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{first}{last}@bestbuddies.org
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AeroLeads found 1 current-domain work email signal for Stefanie Taylor. Compare company email patterns before reaching out.

Profile bio

About Stefanie Taylor

Results-oriented Development Director with over 15 years of experience in revenue generation, corporate partnerships, program management, strategic planning, and event production. Proven track record in exceeding revenue goals and driving business value for multi-matrix organizations. Adept at collaborating with cross-functional teams and strategic partners to achieve organizational objectives.

Listed skills include Grant Writing, Social Media Marketing, Fundraising, Nonprofits, and 12 others.

Current workplace

Stefanie Taylor's current company

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Merrill Lynch
Merrill Lynch
Wealth Management Client Associate at Merrill Lynch
Website
AeroLeads page
5 roles · 16 years

Stefanie Taylor work experience

A career timeline built from the work history available for this profile.

Wealth Management Client Associate

Current

New York, NY, US

Mar 2024 - Present

Director Of Development

Miami, FL, US

  • Spearheaded collaborative efforts across 6 cross-functional departments to expand organizational programs, diversify revenue streams and surpass a revenue goal of $500K
  • Secured a transformative national partnership with multinational retailer Sephora, generating $150K+ in first-year revenue and 20% YoY growth through collaborative mission-driven initiatives, including national.
  • Developed high-level strategic plans for management and marketing of 4 annual fundraising events during COVID-19 to exceed revenue goals by 35% to secure funds for school and community programs for people with.
  • Built personalized relationships with key stakeholders, made impactful group presentations, and showcased marketing opportunities to increase new corporate revenue by 50% YoY, and existing corporate funding by 20%,
  • Managed development team, board members and volunteers through individual and group training, team collaboration, and leadership development to foster a growth mindset to achieve goals and team success
  • Collaborated with Board members to identify corporate prospects and developed a partnered approach for engagement
Sep 2020 - Mar 2024

Senior Campaign Manager

Rye Brook, NY, US

  • Generated $700,000 for the Leukemia Cup Regatta fundraising campaign through effective strategic management of a development associate, volunteer committee and execution of 5 events to achieve top position in the.
  • Cultivated and stewarded relationships with businesses, corporations, and foundations to increase company affiliates by 40% and revenue by 25% to ensure funding for cancer research and patient support
  • Maintained a high touch fundraising portfolio with 1:1 personal engagement ensuring transformational relationshipswith donors, leukemia survivors and advocates to support future growth
  • Developed budget, key development collateral, media campaign, and fundraising reports
Jan 2019 - Jan 2020

Development And Operations Manager

San Rafael, California, US

  • Increased revenue by 300% through new fundraising events, community engagement, and organization awareness
  • Created a new website, utilized networking opportunities, email campaigns, and social media to promote organization’s legal, foreclosure, and education services
  • Utilized database metrics and compelling impact reports to cultivate and steward new, existing and lapsed donors to elevate individual contributions by 55% over 4 years
  • Strategized and executed an organization name change to expanded client service area and increase revenue streams
  • Researched and secured corporate, foundation, and government grants with compelling proposals to yield additional funding opportunities to grow programs and accomplish the organization's mission
May 2011 - Jan 2019

Head Of Strategy & Operations

Customer X
  • Developed company strategic plan for an auto-industry sourcing startup
  • Implemented new policies, procedures and financial tracking guidelines using Quickbooks for accurate financial reconciliations and growth
  • Coordinated organizational communications and branding through a new website, blog, email outreach, and social media content resulting in increased client base and customer retention
2010 - 2011 ~1 yr
Team & coworkers

Colleagues at Merrill Lynch

Other employees you can reach at ml.com. View company contacts →

1 education record

Stefanie Taylor education

  • Michigan State University
    Michigan State University
    Elementary Education
FAQ

Frequently asked questions about Stefanie Taylor

Quick answers generated from the profile data available on this page.

What company does Stefanie Taylor work for?

Stefanie Taylor works for Merrill Lynch.

What is Stefanie Taylor's role at Merrill Lynch?

Stefanie Taylor is listed as Wealth Management Client Associate at Merrill Lynch at Merrill Lynch.

What is Stefanie Taylor's email address?

AeroLeads has found 1 work email signal at @bestbuddies.org for Stefanie Taylor at Merrill Lynch.

Where is Stefanie Taylor based?

Stefanie Taylor is based in Chicago, Illinois, United States while working with Merrill Lynch.

What companies has Stefanie Taylor worked for?

Stefanie Taylor has worked for Merrill Lynch, Best Buddies International, The Leukemia & Lymphoma Society, Fair Housing Advocates Of Northern California (Formerly Fair Housing Of Marin), and Customer X.

Who are Stefanie Taylor's colleagues at Merrill Lynch?

Stefanie Taylor's colleagues at Merrill Lynch include Du Lu, William Fusco, Marilyn Rau, Ana Torres, and Brandt Cybul.

How can I contact Stefanie Taylor?

You can use AeroLeads to view verified contact signals for Stefanie Taylor at Merrill Lynch, including work email, phone, and LinkedIn data when available.

What schools did Stefanie Taylor attend?

Stefanie Taylor holds Ba, Elementary Education from Michigan State University.

What skills is Stefanie Taylor known for?

Stefanie Taylor is listed with skills including Grant Writing, Social Media Marketing, Fundraising, Nonprofits, Public Relations, Annual Giving, Social Media, and Strategic Planning.

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