Taylor Schulz
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Taylor Schulz Email & Phone Number

Customer Success Associate at YCharts
Location: United States 7 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Customer Success Associate
Location
United States
Company size

Who is Taylor Schulz? Overview

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Taylor Schulz is listed as Customer Success Associate at YCharts, a with 177 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Taylor Schulz.

Taylor Schulz previously worked as Associate Financial Representative at Northwestern Mutual and Financial Representative at Northwestern Mutual. Taylor Schulz holds Bachelor'S Degree, Finance, General from Illinois State University.

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Email format at YCharts

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YCharts

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Profile bio

About Taylor Schulz

Raised in Schaumburg, Illinois, and a proud graduate of Elk Grove High School, I hold a bachelor's degree in finance from Illinois State University. My career journey encompasses diverse roles that have honed my skills in financial planning, customer service, and operational efficiency. Currently, I serve as a Financial Representative at Northwestern Mutual, providing tailored financial planning services to help clients achieve their financial goals. My expertise as a licensed insurance producer and LTC-certified professional enables me to offer comprehensive financial assessments, risk management, and long-term care planning.Previously, I contributed to the Village at Mercy Creek Retirement Home as a server, delivering attentive dining services and fostering positive relationships with residents. At The Home Depot, I excelled as an Order Fulfillment Associate, ensuring the quality and accuracy of shipments through meticulous inspections and collaboration with team members. My experience as a server at Gill Street Sports Bar further refined my customer service and problem-solving abilities. Additionally, I served as an Assistant Bookkeeper at Bottom Line Bookkeeping, where I managed accounts receivable and payable, prepared reconciliations, and utilized financial management programs.In my free time, I love spending quality moments with my dog and boyfriend. We enjoy going on walks, cooking new recipes, and traveling to explore new places together. These activities enrich my life and keep me balanced, energized, and ready to tackle new challenges in my professional journey.

Current workplace

Taylor Schulz's current company

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YCharts
Ycharts
Customer Success Associate
Palatine, IL, US
Website
Employees
177
AeroLeads page
7 roles

Taylor Schulz work experience

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Customer Success Associate

Palatine, Il, Us

Financial Representative

Barrington, Illinois, United States

As a Financial Representative at Northwestern Mutual, I provide tailored financial planning services to help clients achieve their financial goals. With expertise as a licensed insurance producer and LTC certified professional, I specialize in comprehensive financial assessments, risk management, and long-term care planning. My skills include client relationship management, analytical thinking, and problem-solving, all aimed at delivering personalized financial solutions for individuals and families.

Feb 2024 - Jul 2024

Server

Normal, Illinois, United States

As a server at Village at Mercy Creek Retirement Home, I provided attentive and compassionate dining services to residents, ensuring their dietary needs and preferences were met. I maintained a clean and organized dining environment, efficiently handled meal orders, and assisted with food preparation and service. Additionally, I fostered positive relationships with residents by engaging in friendly conversations and offering personalized assistance, contributing to a warm and welcoming atmosphere.

Feb 2024 - May 2024

Associate

Normal, Illinois, United States

As an Order Fulfillment Associate at The Home Depot, I ensured the quality and accuracy of incoming and outgoing shipments through meticulous inspections. I collaborated effectively with team members to complete tasks efficiently, demonstrating strong attention to detail while verifying product SKUs, quantities, and locations. My role contributed to maintaining high standards of order accuracy and customer satisfaction.

Dec 2022 - Dec 2023

Server

Bloomington, Illinois, United States

As a server, I ensured exceptional guest experiences by regularly checking in with guests, replenishing drinks, and catering to additional requests. I accurately processed payments and completed register transactions. Additionally, I utilized my problem-solving skills to resolve complex technical problems promptly, enhancing overall service efficiency.

May 2022 - Jul 2023

Assistant Bookkeeper

Bottom Line Bookkeeping

As an Assistant Bookkeeper at Bottom Line Bookkeeping, I accurately prepared bank and credit card reconciliations, ensuring financial accuracy. I managed accounts receivable and payable, facilitating timely and precise financial transactions. My proficiency with necessary financial management programs and systems contributed to the efficient handling of bookkeeping tasks.

Jul 2020 - Aug 2021
Team & coworkers

Colleagues at YCharts

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2 education records

Taylor Schulz education

FAQ

Frequently asked questions about Taylor Schulz

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What company does Taylor Schulz work for?

Taylor Schulz works for YCharts.

What is Taylor Schulz's role at YCharts?

Taylor Schulz is listed as Customer Success Associate at YCharts.

Where is Taylor Schulz based?

Taylor Schulz is based in United States while working with YCharts.

What companies has Taylor Schulz worked for?

Taylor Schulz has worked for Ycharts, Northwestern Mutual, The Village At Mercy Creek, The Home Depot, and Gill Street Sports Bar.

Who are Taylor Schulz's colleagues at YCharts?

Taylor Schulz's colleagues at YCharts include Christian Hussian, Jorge Arturo Pintor Morales, Jake Bercasio, Emma Pabst, and Matt Curtis.

How can I contact Taylor Schulz?

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

What schools did Taylor Schulz attend?

Taylor Schulz holds Bachelor'S Degree, Finance, General from Illinois State University.

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