Strategic Analyst
Current
Jan 2024 - Present
AeroLeads people directory · profile
Taylor Cuzzort, Cfp® Email & Phone Number
Strategic Analyst focused on utilizing data and visualizations to drive business decisions.
at
Precoa
1 work email found
@morganstanley.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Strategic Analyst focused on utilizing data and visualizations to drive business decisions.
Location
Portland, Oregon Metropolitan Area, United States
Company size
Who is Taylor Cuzzort, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Taylor Cuzzort, Cfp® is listed as Strategic Analyst focused on utilizing data and visualizations to drive business decisions. at Precoa, a company with 266 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Taylor Cuzzort, Cfp®.
Taylor Cuzzort, Cfp® previously worked as Strategic Analyst at Precoa and Director of Corporate Relations at Cfp Board. Taylor Cuzzort, Cfp® holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from University Of Oregon.
Company email context
Email format at Precoa
This section adds company-level context without repeating Taylor Cuzzort, Cfp®'s masked contact details.
*@morganstanley.com
68% confidence
AeroLeads found 1 current-domain work email signal for Taylor Cuzzort, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Taylor Cuzzort, Cfp®
Experienced Analyst and Financial Planner with a demonstrated history of working in consulting and investment management industry. Attained my CFP® designation in March 2020.
Listed skills include Powerpoint, Leadership, Microsoft Word, Microsoft Excel, and 1 others.
Current workplace
Taylor Cuzzort, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Precoa
6 roles
Taylor Cuzzort, Cfp® work experience
A career timeline built from the work history available for this profile.
Director Of Corporate Relations
Apr 2023 - Jan 2024
Financial Planning Director
Aug 2021 - Mar 2023
Associate
Sellwood helps institutional clients achieve their unique goals with thoughtful investment advice, delivered with integrity. We are fiduciaries to all our clients, serve clients only in a fee-based capacity, and are absolutely free from any conflicts of interest.
Sep 2017 - Jun 2021
Business Affairs - Travel Department
Putting travel reimbursements into a database, them imaging and indexing those reimbursements.Working as a team to complete goals.
Jan 2015 - Jun 2017
Intern
Jun 2016 - Sep 2016
Team & coworkers
Colleagues at Precoa
Other employees you can reach at precoa.com. View company contacts for 266 employees →
SM
Sharon Mullady
Colleague at Precoa
United States, United States
View →
JH
Jennifer Harris
Colleague at Precoa
Franklin, Ohio, United States, United States
View →
SL
Sandy Lee
Colleague at Precoa
Aurora, Colorado, United States, United States
View →
JL
Josh Long
Colleague at Precoa
Tampa, Florida, United States, United States
View →
KL
Kris Lassiter
Colleague at Precoa
Opp, Alabama, United States, United States
View →
PK
Patricia Kimie
Colleague at Precoa
Soquel, California, United States, United States
View →
RC
Ronald Clark
Colleague at Precoa
Portland, Oregon Metropolitan Area, United States
View →
HJ
Holly Jones
Colleague at Precoa
Portland, Oregon, United States, United States
View →
HL
Heather Leverett
Colleague at Precoa
Crowley, Texas, United States, United States
View →
NS
Natalie Starr
Colleague at Precoa
Provo, Utah, United States, United States
View →
Sharon Mullady
Colleague at Precoa
United States, United States
View →
JH
Jennifer Harris
Colleague at Precoa
Franklin, Ohio, United States, United States
View →
SL
Sandy Lee
Colleague at Precoa
Aurora, Colorado, United States, United States
View →
JL
Josh Long
Colleague at Precoa
Tampa, Florida, United States, United States
View →
KL
Kris Lassiter
Colleague at Precoa
Opp, Alabama, United States, United States
View →
PK
Patricia Kimie
Colleague at Precoa
Soquel, California, United States, United States
View →
RC
Ronald Clark
Colleague at Precoa
Portland, Oregon Metropolitan Area, United States
View →
HJ
Holly Jones
Colleague at Precoa
Portland, Oregon, United States, United States
View →
HL
Heather Leverett
Colleague at Precoa
Crowley, Texas, United States, United States
View →
NS
Natalie Starr
Colleague at Precoa
Provo, Utah, United States, United States
View →
3 education records
Taylor Cuzzort, Cfp® education
Bachelor Of Business Administration - Bba, Business Administration And Management, General
Bachelor Of Applied Science - Basc, Finance, General
Bachelor Of Business Administration (B.B.A.), Business Administration - Finance, Spanish
FAQ
Frequently asked questions about Taylor Cuzzort, Cfp®
Quick answers generated from the profile data available on this page.
What company does Taylor Cuzzort, Cfp® work for?
Taylor Cuzzort, Cfp® works for Precoa.
What is Taylor Cuzzort, Cfp®'s role at Precoa?
Taylor Cuzzort, Cfp® is listed as Strategic Analyst focused on utilizing data and visualizations to drive business decisions. at Precoa.
What is Taylor Cuzzort, Cfp®'s email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Taylor Cuzzort, Cfp® at Precoa.
Where is Taylor Cuzzort, Cfp® based?
Taylor Cuzzort, Cfp® is based in Portland, Oregon Metropolitan Area, United States while working with Precoa.
What companies has Taylor Cuzzort, Cfp® worked for?
Taylor Cuzzort, Cfp® has worked for Precoa, Cfp Board, Morgan Stanley, Sellwood Consulting Llc, and University Of Oregon.
Who are Taylor Cuzzort, Cfp®'s colleagues at Precoa?
Taylor Cuzzort, Cfp®'s colleagues at Precoa include Sharon Mullady, Jennifer Harris, Sandy Lee, Josh Long, and Kris Lassiter.
How can I contact Taylor Cuzzort, Cfp®?
You can use AeroLeads to view verified contact signals for Taylor Cuzzort, Cfp® at Precoa, including work email, phone, and LinkedIn data when available.
What schools did Taylor Cuzzort, Cfp® attend?
Taylor Cuzzort, Cfp® holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from University Of Oregon.
What skills is Taylor Cuzzort, Cfp® known for?
Taylor Cuzzort, Cfp® is listed with skills including Powerpoint, Leadership, Microsoft Word, Microsoft Excel, and Event Planning.
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