Taylor Rief Email & Phone Number

Greater Salt Lake City Area

Greater San Diego Area

Carlsbad, CA

• Primarily responsible for managing projects and implementations for both SMB and Enterprise clients.
• Act as project manager, implementation specialist, and integrator throughout the completion of small to Enterprise scale implementation projects in a SaaS environment.
• Provide Implementation-level technical configurations, scripting, and data imports as required.
• Having worked on multiple levels of projects I help re-evaluate and release new training methods and additions to our Knowledge Base.
• Adapted and embraced tools such as ProsperWorks, JIRA, Mailgun, APInation, etc.
• Concurrently managed up to 50 separate projects and accounts while maintaining high levels of customer satisfaction.

As a Transition Specialist I oversaw the transfer of entire books of business and assets under management for Financial Advisors to competitive firms. I worked directly with the FA to ensure that their transition goes smoothly for their team and clients.

Solana Beach, CA

As a Chase Private Client Banker I was entrusted with presenting to affluent clients the reasons they should trust myself and Chase with their entire financial profile. I would set a weekly schedule to meet sales goals, new client goals, service requirements and general customer upkeep to ensure that new and existing clients all received the same 1st class.

Solana Beach, CA

I simultaneously served a minimum of two roles for my remaining time at JP Morgan Chase & Co. As a Relationship Banker I earned my Series 6, 63 and 7 licenses. With the position and licenses I was entrusted with bringing in new, affluent clients from around Solana Beach while also deepening relationships and trust with existing clients. On top of always.

San Marcos And Solana Beach, CA

As a Personal Banker I was tasked with meeting/exceeding sales goals, referring new clients to our licensed bankers, correctly handling transactions involving large sums of money and helping train new employees to ensure a smooth transition for employees and customers. I was able to do all this plus be the highest points earner and referrer for the.