Taylor Marshall Email and Phone Number
Investment Banking Analyst at Bank of America. December 2023 graduate (Summa Cum Laude) with degrees in Finance and Management, plus a concentration in Data Analytics at the University of South Carolina’s Darla Moore School of Business and Honors College. Recognized as part of the University's Top Scholar Program as a Stamps Scholar. Accepted into the competitive Carolina Finance Scholars academic program. Awarded a Congressional Gold Medal in 2020 for a commitment to initiative, service, leadership, and achievement.Created six inaugural events/programs through a variety of leadership positions at UofSC. Worked as a Research Assistant for the Moore School Finance Department. Served as Chairwoman/President of the Moore School Organization Council, Co-President of the Carolina Fund, President of the Gamecock Consulting Club, & Vice President of the Carolina Finance and Investment Association. In 2017, founded educational non-profit for Title-1 schools, Operation Achieve, and it impacted over 500 students until 2020. Values integrity, leadership, philanthropy, community, and innovation.
Bank Of America
View- Website:
- bankofamerica.com
- Employees:
- 250057
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Investment Banking AnalystBank Of America Jul 2024 - PresentInvestment Banking Analyst, Leveraged Finance
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Chair/PresidentMoore School Organization Council May 2023 - Dec 2023Columbia, South Carolina, United States- Served as the liaison between (graduate and undergraduate) student organizations, Faculty, Staff, and Senior Leadership- Coordinated the Moore School Student Organization Fair alongside the DMSB Business Bash- Hosted council meetings with Presidents and VPs of 30+ organizations, Department Chairs, Program Directors, The Office of Alumni Engagement, Office of Career Management, Office of Advancement, and The Office of The Dean
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Co-PresidentCarolina Fund Apr 2023 - Dec 2023Columbia, South Carolina, United States- Mock investment fund with a goal of educating on the importance of value investing through comprehensive pitches- Lead 15-person leadership team alongside Co-President- Guided Healthcare, Consumer, FIG, Industrials, Tech, and Real Estate Groups to create multiple pitch decks including industry analysis and valuation- Coordinated informational presentations for to strengthen student technical skills (Interviews, CapIQ, Valuation, Investing, etc.)- Former Healthcare Group Head (MD), Tech Senior Analyst and Junior Consumer Analyst -
Research Assistant, Finance DepartmentDarla Moore School Of Business Nov 2022 - Dec 2023Columbia, South Carolina, United States- Paid position assisting multiple faculty members in the department with various tasks and research initiatives - Created and launched the Inaugural Bi-Annual Finance Alumni Newsletter- Aided in coordinating the application process for the Finance Scholars Program and the development of the Center for Financial Institutions (CFI) -
Investment Banking, Leveraged Finance Summer AnalystBank Of America Jun 2023 - Aug 2023Charlotte, North Carolina, United StatesInvestment Banking, Leveraged Finance Summer Analyst
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Vice PresidentCarolina Finance And Investment Association Dec 2021 - Nov 2022- Connected students to career opportunities in finance through coordination of regular guest speakers, regional trips, educational seminars, resume workshops, interview training, trading competitions, community outreach, and a mock fund - Organized the first annual “Women in Finance” Summit, open to the entire university, featuring virtual panel with nine UofSC Alumna from Bank of America, Goldman Sachs, Jefferies, JP Morgan, KKR, Wells Fargo, and more, supplemented with high-achieving student panel and professional social to facilitate connections -
PresidentThe Gamecock Consulting Club Nov 2021 - Nov 2022Columbia, South Carolina, United States- Managed 14-person leadership team in Recruitment Preparation Program, Member Acquisition, Extensive Operations, and Finances- Developed comprehensive five-week onboarding process, coordinated National-Title case competition teams (including assembling and mentoring 1st Place Wharton Team)- Created the University’s Premier Case Competition launched Fall 2022 with eleven teams and corporate involvement from MBB and Big Four firms -
Director Of EducationThe Gamecock Consulting Club Apr 2021 - Dec 2021- Responsible for creating and facilitating five-week onboarding process for new membersincludes: reviewing resumes, cover letters, LinkedIn; hosting training for informational, behavioral, and case interviews; facilitating career planning sessions- Lead professional development workshops and programs, facilitated case interviews between members, and hosted weekly office hours for current GCC members
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Junior Summer AnalystCmg Consulting Jun 2022 - Aug 2022Washington, District Of Columbia, United States- Advised financial clients working with various levels of leadership at CMG- Wrote and tested recruitment cases alongside full-time analysts- Conducted research and delivered material in prep for engagement start/kick off- Created content for CMG marketing highlighting firm culture & team- Assisted Business Ops Admin in execution of DC Quarterly meetingResults Feedback from Managers:- Contributions and insights directly supported the ongoing creation of client-ready content and deliverables during a very difficult circumstance and pre-engagement development stage of the client projects- Leadership Team Member support; Final product of work was packaged in a way that was immediately useful; content has been referenced several times and will be leveraged as a next step in solution building- Tremendous talent team support expedited pre-work in anticipation of 2022 Fall recruitment - Net new content will serve foundational for master EVP deck this fall- Content additive to firm’s digital marketing strategy for audience engagement -
Philanthropy ChairAlpha Kappa Psi Dec 2021 - May 2022Columbia, South Carolina, United States- Planned fundraising events in partnership with local business to raise money for our chapter philanthropy, the Ulman Foundation- Supervised student committee in philanthropic efforts, including chapter-wide events and university-wide partnerships- Organized students as Co-Team Lead for Relay for Life -
Director Of Public Relations, Professionalism Committee; Events, Alumni Relations CommitteeAlpha Kappa Psi Apr 2021 - Nov 2021- Successfully completed eight-week membership process focused on professional development. Conducted over 75 informational interviews with current members and alumni, shared current events presentations, competed in a case competition, and more- Director of Public Relations: managed communication with other professional fraternities, the Moore School OCM, Pre-Professional Advising, and other student organizations on campus- Events: coordinated details for Annual Alumni Weekend, including mingling event and career panel
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Founder And PresidentOperation Achieve Aug 2017 - Aug 2020Operation Achieve is a non-profit organization that “Brings Learning to Life” for Title-1 elementary school students through engaging educational activities that inspire children to achieve more. - Impacted over 500 Title-1 Elementary School Students through math, science, language arts, and history- Led over 100 student volunteers who represent 20+ schools in the Greater Charlotte Area- Presented the concept of Operation Achieve to school administrators, incorporating the event into their academic calendar
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Student JournalistN2 Publishing Jun 2013 - Jun 2020Lake Norman, Nc- Wrote as a paid, featured columnist for a community magazine for seven years- Informed readers about leadership, volunteering, community outreach, travel, events, and more -
Founder And PresidentSpots To Serve Aug 2015 - May 2020Greater Charlotte Area- A website and featured column, published monthly, that provided information about service opportunities in the Greater Charlotte Area- Interviewed non-profit organizations and organized events to give students, families, and children an opportunity to serve and make a difference in their community.
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Graduate And AmbassadorStudent Leadership University Jul 2015 - May 2020“SLU” develops and equips student leaders to "Think, Dream, and Lead" through a challenging series of leadership training processes. Ambassador from 2017-2020. Completed SLU 101 (Orlando), SLU 201 (Washington, DC), SLU 301 (London, Oxford, Normandy, Paris), SLU 401 (Israel, Jordan).- Attended sessions with influential international speakers, including Dr. Bernice King (daughter of Dr. Martin Luther King Jr.), Pat Williams (Sr VP- Orlando Magic), Barry C. Black (Chaplain to US Congress), and more- Learned leadership lessons from top-level executives and high-ranking military officers- Selected as an Ambassador to represent the international leadership organization at special events and in media -
Public SpeakerRotary Club Jan 2018 - Mar 2020North And South Carolina- As a high school student, presented to community leaders and Rotary Clubs about the impact of student leadership and volunteerism. Traveled to multiple Rotary Clubs in both North and South Carolina.
Taylor Marshall Skills
Taylor Marshall Education Details
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Bachelor Of Science, Business Administration -
Finance, Management Entrepreneurship, Concentration In Data Analytics
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Trinity Day School
Frequently Asked Questions about Taylor Marshall
What company does Taylor Marshall work for?
Taylor Marshall works for Bank Of America
What is Taylor Marshall's role at the current company?
Taylor Marshall's current role is Investment Banking at Bank of America | Stamps Scholar & Carolina Finance Scholar Alumna.
What schools did Taylor Marshall attend?
Taylor Marshall attended University Of South Carolina, Darla Moore School Of Business, Trinity Day School.
What skills is Taylor Marshall known for?
Taylor Marshall has skills like Leadership, Management, Team Building, Project Management, Research, Marketing, Marketing Strategy, Public Speaking, Training, Team Leadership, Time Management, Sales.
Who are Taylor Marshall's colleagues?
Taylor Marshall's colleagues are Crystal Williams, Timothy Reilly, Sarah Mccormick, Ravi Pasupula, Vitor Rezende, Katie (King) Gualtieri, Kiyanna Shorter.
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Taylor Marshall
Senior Honors Elementary Education Major At The University Of Massachusetts AmherstCohasset, Ma -
Taylor Marshall
Charlotte, Nc2huntington.com, kpmg.com -
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Taylor Marshall
Dynamic Educator & Collaborative Leader Transitioning To Corporate Sector: Bringing Innovative Instructional Design And Team Leadership Skills To Drive Organizational SuccessIndianapolis, In
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