Taylor Stephan
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Taylor Stephan Email & Phone Number

Retirement Plan Services Specialist at American Funds
Location: Laguna Niguel, California, United States 9 work roles 2 schools
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Current company
American Funds
Role
Retirement Plan Services Specialist
Location
Laguna Niguel, California, United States
Company size
20 employees

Who is Taylor Stephan? Overview

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Quick answer

Taylor Stephan is listed as Retirement Plan Services Specialist at American Funds, a with 20 employees, based in Laguna Niguel, California, United States. AeroLeads shows a matched LinkedIn profile for Taylor Stephan.

Taylor Stephan previously worked as Retirement Plan Services Representative at Capital Group and Advisor Marketing Representative at Capital Group. Taylor Stephan holds Bachelor Of Science (Bs), Business Administration - Marketing from University Of Colorado At Boulder - Leeds School Of Business.

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American Funds

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Profile bio

About Taylor Stephan

I have a proven track record of helping retirement plan clients, customers, and stakeholders reach optimal solutions by providing top-tier customer service and maintaining existing customer accounts and relationships. Staying informed about products, services, policies and procedures, and regulations and legal requirements is of the utmost importance. I have a wealth of experience handling complex customer inquiries and taking a resourceful approach to identify opportunities to make strategic business decisions and escalate situations when appropriate. In addition to my tenure at Capital Group, over the last five years I’ve simultaneously dedicated time and effort to growing my business, Senger and generating visibility and sales for our first product: a functional, yet stylish all-weather shoe designed to stand up to the elements. The experience of starting a company, although challenging, has been rewarding in many ways and has given me exposure to a variety of skills including product design, inventory management and logistics, business plan development, B2B sales, and brand development/awareness.I’m a dedicated team player who brings innovation, problem-solving, and a sense of stability to my work and work environment, and I’m always seeking new ways to enhance my business knowledge and experience. If you’re interested in connecting, please don’t hesitate to reach out!

Current workplace

Taylor Stephan's current company

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American Funds
American Funds
Retirement Plan Services Specialist
Laguna Niguel, CA, US
Website
fpcgllc.com
Employees
20
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9 roles

Taylor Stephan work experience

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Retirement Plan Services Specialist

American Funds

Laguna Niguel, Ca, Us

Retirement Plan Services Specialist

American Funds

Irvine, Ca

Experience includes: - Client and advisor relationship management - Administrative and technical support (virtual & via phone)- Top-tier customer service and client satisfaction- Retirement plan knowledge and education- Asset retention via resolution of client escalations- Retirement plan administration - Partnership with plan sponsors, financial professionals, third-party administrators and business partners- Problem-solving- Cross-departmental and cross-functional communication

Retirement Plan Services Representative

Capital Group

Promoted to Retirement Plan Services Representative after two years as Advisor Marketing Representative. Experience includes:- Knowledge and education regarding retirement plan record-keeping services - Partnership with financial professionals, plan administrators, and third-party administrators- Enrollment instruction, distribution and rollover procedures, and retirement plan educationCompleted certificates: - ASPPA Retirement Plan Fundamentals (RPF)

Dec 2015 - Mar 2019

Advisor Marketing Representative

Capital Group

Experience includes:- Mutual fund offerings, procedures and requirements- Mutual fund education and guidance- Account expertise (IRA, Roth-IRA, SIMPLE-IRA, SEP-IRA, among others), setup, and maintenance- General account management - Portfolio construction

Aug 2013 - Dec 2015

Co-Founder

Senger

Experience includes:- Product design (footwear)- Inventory management and logistics- Website creation and management- Business plan development- Social media marketing- Trade show and industry leader partnerships - Brand development- B2B sales

Freelance Writer

Snowbrains

Experience includes:- Researching industry-related topics- Content creation- Proofreading and editing- SEO - Collaboration with editorial teams

Jul 2020 - Jul 2021

Sales & Marketing Intern

Sports 1 Marketing

Irvine, Ca

Experience includes:- Generating prospective client lists- Cultivating client relationships and pitching marketing activities- Sales of sponsorships and advertising for marketing and charity events

Feb 2013 - Jun 2013

Marketing Coordinator

Cool Eatz Publishing

Dana Point, Ca

• Authored and managed online social media sites such as Facebook, Twitter, and the company blog • Promoted the release of the first book published on the label “College Cooks” • Assisted with marketing and sales while attending book signings to promote the book• Launched the book through over 10 distribution outlets such as college book stores and specialty stores• Collaborated with a professional photographer and food stylist to ensure optimal publication quality

Oct 2012 - Jun 2013

Hospitality Management Summer Intern

Acta Hotels

Barcelona Area, Spain

• Assisted with guest check-in/check-out process• Provided exceptional customer service • Handled cash and/or credit transactions using POS management services• Waited & served at the hotel’s full service restaurant

May 2012 - Aug 2012
Team & coworkers

Colleagues at American Funds

Other employees you can reach at fpcgllc.com. View company contacts for 20 employees →

ZB Zaki Bouaoudia Zaki Bouaoudia Colleague at American FundsNew York, United States View → GV Gaurang V. Gaurang V. Colleague at American FundsNew York City Metropolitan Area, United States View → CP Christina Perez Christina Perez Colleague at American FundsNew York, United States View → AK Alexa Kim Alexa Kim Colleague at American FundsRichmond, Virginia, United States View → RM R. Michael Clurman, Jr. R. Michael Clurman, Jr. Colleague at American FundsNew York, United States View → PB Peter Brown Peter Brown Colleague at American FundsLondon, England, United Kingdom View → CA Carmen Andrin Carmen Andrin Colleague at American FundsUnited States View → DD Dimitry Drovniachine Dimitry Drovniachine Colleague at American FundsNew York, United States View → RS Rory Searing Rory Searing Colleague at American FundsNew York, United States View → ZS Zaab Sethna Zaab Sethna Colleague at American FundsUnited States View →
2 education records

Taylor Stephan education

FAQ

Frequently asked questions about Taylor Stephan

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

What company does Taylor Stephan work for?

Taylor Stephan works for American Funds.

What is Taylor Stephan's role at American Funds?

Taylor Stephan is listed as Retirement Plan Services Specialist at American Funds.

Where is Taylor Stephan based?

Taylor Stephan is based in Laguna Niguel, California, United States while working with American Funds.

What companies has Taylor Stephan worked for?

Taylor Stephan has worked for American Funds, Capital Group, Senger, Snowbrains, and Sports 1 Marketing.

Who are Taylor Stephan's colleagues at American Funds?

Taylor Stephan's colleagues at American Funds include Zaki Bouaoudia, Gaurang V., Christina Perez, Alexa Kim, and R. Michael Clurman, Jr..

How can I contact Taylor Stephan?

You can use AeroLeads to view verified contact signals for Taylor Stephan at American Funds, including work email, phone, and LinkedIn data when available.

What schools did Taylor Stephan attend?

Taylor Stephan holds Bachelor Of Science (Bs), Business Administration - Marketing from University Of Colorado At Boulder - Leeds School Of Business.

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