Taylor Marshall Email & Phone Number

Washington, Dc, Us

Investment Banking Analyst, Leveraged Finance

Columbia, 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

Columbia, 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

Columbia, 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)

Charlotte, North Carolina, United States

Investment Banking, Leveraged Finance Summer Analyst

- 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

Columbia, 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

- 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

Washington, 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

Columbia, 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

- 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

Operation 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

Lake 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

Greater 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.

“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

North 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.

Bachelor Of Science, Business Administration

Honors College, Top Scholar (Stamps Scholar)

Bachelor Of Science, Business Administration, Finance, Management Entrepreneurship, Concentration In Data Analytics

Honors College, Top Scholar (Stamps Scholar), Carolina Finance Scholar, Finance Department (Research Assistant), Moore School Organization.

Education record

Activities and Societies: The Congressional Award - Gold Medal, Phi Theta Kappa, Dean's List