Taylor Wallis Email and Phone Number
Taylor Wallis work email
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Taylor Wallis personal email
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As a seasoned executive in the Financial Services industry, I am actively seeking new opportunities where I can leverage my expertise to drive strategic growth and deliver exceptional results. With a proven track record of successfully leading cross-functional teams, managing complex projects, and fostering strong client relationships, I am driven to make a significant impact in the dynamic landscape of the financial services sector. I thrive in fast-paced environments, thrive on challenges, and possess a deep understanding of market trends and regulatory frameworks that shape the industry. My goal is to join an innovative organization that values innovation, fosters collaboration, and offers ample room for professional growth.I bring a unique blend of leadership, technical expertise, and business acumen that can drive sustainable growth and profitability for any organization. With over 10 years of experience in the financial services industry, I have consistently delivered exceptional results by implementing innovative strategies, optimizing operational efficiency, and building high-performing teams. My strong analytical skills, combined with a deep understanding of financial markets and risk management, enable me to identify and capitalize on lucrative business opportunities while mitigating potential risks. Furthermore, my exceptional communication and negotiation skills have allowed me to build and maintain long-term relationships with clients, stakeholders, and regulatory authorities. By leveraging my extensive experience and skill set, I am confident in my ability to contribute significantly to an organization's success and propel it to new heights in the financial services industry.Accomplishments:• Served as a panel member for newly hired financial advisors and client service team members, providing valuable insights and guidance on cultivating successful relationships with client service teams. Shared expertise in effective communication, empathy, and proactive problem-solving techniques, enabling new team members to forge strong connections with clients. Contributed to the development of training materials and best practices, enhancing the overall performance and effectiveness of the organization's client service teams.
J.P. Morgan Private Bank
View- Website:
- jpmorgan.com
- Employees:
- 75129
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Pb Professional AssociateJ.P. Morgan Private BankScottsdale, Az, Us -
Vice President Client Service AssociateJ.P. Morgan Private Bank Nov 2023 - Present -
Client Service ProfessionalMorgan Stanley Jul 2023 - Nov 2023Phoenix, Arizona, United States -
Service Relationship Professional Team LeadMorgan Stanley Feb 2023 - Jul 2023 -
Senior Client Service AssociateJ.P. Morgan Private Bank Jan 2022 - Feb 2023 -
Client Service AssociateJ.P. Morgan Private Bank Jan 2021 - Jan 2022Scottsdale, Arizona, United States -
Client Services RepresentativeJ.P. Morgan Private Bank Jan 2018 - Jan 2021Scottsdale, Arizona, United States -
Wealth Management Client ServiceMerrill Lynch Sep 2016 - Jan 2018Chandler, Arizona -
Sales AssociateOutboundengine Mar 2016 - Jul 2016Austin, Texas AreaOutboundEngine is a 100 percent done-for-you email, social media and content marketing platform that helps business owners stay top-of-mind with customers and prospects, and turn online engagement into revenue. The cloud-based product automates the delivery of timely, tailored e-mail, social and content marketing campaigns for a wide range of industries. Its personalized and touchless approach helps business owners reach and nurture customers while freeing them up to do what they do best: their jobs. -
Collector 2Wells Fargo Jun 2013 - Nov 2014Tempe, ArizonaIn the 90th percentile 6 out of 8 months for collection statistics, meeting goals 99% for dollars collected on outstanding customer accounts. 100% goal attainment for quality assurance. In addition to meeting company goals. -
Foreign TellerWells Fargo Sep 2012 - May 2013Fountain Hills, ArizonaResponsible for customer interaction and services, including account maintenance, cash and account transactions, foreign cash and exchange transactions. While achieving and maintaining a 100% customer service score though random customer surveys. -
Sales PersonZumiez Jun 2010 - Mar 2012Pheonix, ArizonaThe direct customer contact and face of the retail store; responsible for all product knowledge and new community information; maintained 100% of sales goals while ensuring a memorable shopping experience to achieve repeat customers. -
Accounting InternInnovion Corporation Jun 2011 - Feb 20124360 W. Chandler Boulevard, Suite 9, Chandler Az 85226Responsible for Invoice Data entry, customer contact maintenance, preparation of mailers, maintain and updated the accounting systems with both information and software. -
CashierThe Home Depot Feb 2011 - Oct 2011#0472 Hayden Rd., Scottsdale, AzPut Customers FIRST and helped them get checked out in a timely manor. -
Sales Floor Team MemberTarget May 2008 - Jun 2009Helped guest with any questions they had about products we carry and made sure they had every necessity to make there products work at there maximum performance. -
Sales Team MemberSports Chalet Oct 2007 - Jan 2008Helped customers with purchasing choses and making sure they were getting exactly what they needed to improve there physical health.
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Courtesy ClerkSafeway Aug 2006 - Oct 2007Helped customers with purchases and any other help that they may need.
Taylor Wallis Skills
Taylor Wallis Education Details
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Business & Communications -
Business Marketing -
Desert Mountain High SchoolHigh School -
Saguaro High SchoolHigh School
Frequently Asked Questions about Taylor Wallis
What company does Taylor Wallis work for?
Taylor Wallis works for J.p. Morgan Private Bank
What is Taylor Wallis's role at the current company?
Taylor Wallis's current role is PB Professional Associate.
What is Taylor Wallis's email address?
Taylor Wallis's email address is ta****@****ase.com
What schools did Taylor Wallis attend?
Taylor Wallis attended Arizona State University, Scottsdale Community College, Desert Mountain High School, Saguaro High School.
What are some of Taylor Wallis's interests?
Taylor Wallis has interest in Backpacking, Human Rights, Technology, Snowboarding, Education, Environment, Poverty Alleviation, Camping, Dog Care/training And Technology, Disaster And Humanitarian Relief.
What skills is Taylor Wallis known for?
Taylor Wallis has skills like Customer Service, Microsoft Office, Retail, Excel, Word, Powerpoint, Analytics, Financial Accounting, Microsoft Excel, Microsoft Word, Access, Leadership.
Who are Taylor Wallis's colleagues?
Taylor Wallis's colleagues are Alessandro Bastianelli, Pavan Kumar, Deepak Bhalerao, Emre Uruz, Sanjay M S, Fatema Fardan, Olívia Petronilho.
Not the Taylor Wallis you were looking for?
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Taylor Wallis, CPA.
San Francisco, Ca4frankrimerman.com, crowehorwath.com, gmail.com, crowe.com1 +192581XXXXX
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2vw.com, volkswagenag.com
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Taylor Wallis
Administrative Assistant At Town Of Middletown Police Department- Middletown, DeUnited States
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