Taylor Marsh

Taylor Marsh Email and Phone Number

Partner, Investment Committee Member, Portfolio Manager @ Loxahatchee Capital
Jupiter, FL, US
Taylor Marsh's Location
West Palm Beach, Florida, United States, United States
Taylor Marsh's Contact Details

Taylor Marsh work email

Taylor Marsh personal email

n/a
About Taylor Marsh

Highly self-motivated problem-solver, who is comfortable working as part of a cross-functional, interdisciplinary team. • Wealth Strategy Associate for The 440 Group at UBS Wealth Management in West Palm Beach, Florida• Worked alongside orthopedic surgeons in the operating room as a medical device sales representative for DePuy Orthopaedics a Johnson & Johnson Company• Successfully completed coursework for undergraduate (B.B.A.) and graduate (M.B.A.) business degrees, while maintaining two part-time job positions and a summer internship at UBS Financial Services• Persistent and self motivated to do whatever it takes to exceed goals• Strong communication and interpersonal skills• Highly effective planning and organizational skills• Adept at problem solving • I enjoy making personal connections with new people/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Taylor Marsh's Current Company Details
Loxahatchee Capital

Loxahatchee Capital

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Partner, Investment Committee Member, Portfolio Manager
Jupiter, FL, US
Taylor Marsh Work Experience Details
  • Loxahatchee Capital
    Partner, Investment Committee Member, Portfolio Manager
    Loxahatchee Capital
    Jupiter, Fl, Us
  • Ubs
    Wealth Strategy Associate
    Ubs Jul 2018 - Present
    West Palm Beach, Florida Area
    Current role is as a Wealth Strategy Associate for the 440 Group, operating within UBS Financial Services.The 440 Group is a boutique wealth management team that supports a select group of U.S. domiciled, high net worth and ultra high net worth clients in management of their financial affairs. As of 6/1/2021, the team has over 1.3 Billion USD in assets under management.Areas of focus include wealth plan design, research, client reporting, compliance, and portfolio monitoring. Specific team responsibilities include: • Team Trading and Portfolio Rebalances• Generating Investment Proposals and Financial Goal Analysis Reports• Managing and updating investment portfolios within the Team's digital trading platforms (VestmarkOne and IS Trading)• Year-End Capital Gain and Loss Analysis• Daily Client Transaction and Holding Violation Analysis• 1035 Annuity Exchanges• Monthly Financial Summary Preparation• Specific Market Related Research Projects, as Requested by our Current Clients• Serving as liaison between the Group and the money managers / investment firms on which 440 relies as it seeks to deliver unbiased, world class, investment solutions
  • Depuy Synthes Companies Of Johnson & Johnson
    Sales Representative
    Depuy Synthes Companies Of Johnson & Johnson Jan 2016 - Jun 2018
    West Palm Beach, Florida Area
    • Total Joint Reconstruction Sales Representative - Palm Beach and Treasure Coast Territory• Oversaw and consulted on more than 250 medical device implantation procedures which repaired and replaced patients' shoulders, hips, knees, and finger joints• Sold over $1,000,000 in orthopedic implants within first eighteen months of hire (avg. $5,000 per surgery)• Worked seamlessly within a 3 person team, with annual sales of $4,800,000• Provided highly technical support and guidance to surgeons and hospital staff regarding the proper use of instrumentation and implantation of DePuy's product lines• Provided coverage for 20 medical facilities from Vero Beach to Boca Raton, Florida• Was responsible for team logistics and inventory, using just-in-time delivery system via regional and national product distribution network• Completed 48 hour on-call rotation every third weekend, for trauma procedures
  • Small Business Owner - Audio Rental And Entertainment
    Owner / Operator
    Small Business Owner - Audio Rental And Entertainment Mar 2012 - Dec 2015
    • Successfully increased my experience in acquiring new clients, understanding client needs, use of research, and analysis of public information. • Starting with only one client in 2012, I obtained 35 clients by the end of 2015• Created this venture to subsidize my income while completing my MBA
  • Ubs Wealth Management
    Intern
    Ubs Wealth Management May 2013 - Aug 2013
    • Internship at UBS Financial Services in Palm Beach, Florida.• Created client concern presentation for The 440 Group, that manages over $600 million is assets• Attained experience with sales, relationship building skills, and financial terminology• Attended daily complex director conference calls- Gained insight as to how management improves client satisfaction, inspires market sales growth, and works together to solve complex problems.• Fulfilled last minute requests acting as a certified financial associate, for one of the top producing financial advisors in the Palm Beach market.• Took on several senior client service associate responsibilities including speaking with current and new clients, redirected calls to the appropriate advisors, and created messages for advisors and CSA’s that were not present.

Taylor Marsh Skills

Leadership Microsoft Office Data Analysis Social Media Microsoft Excel Research Social Networking Public Speaking Event Management Training Finance Time Management Written And Oral Presentation Skills Customer Service Administrative Functions Sales Client Relations Skills

Taylor Marsh Education Details

Frequently Asked Questions about Taylor Marsh

What company does Taylor Marsh work for?

Taylor Marsh works for Loxahatchee Capital

What is Taylor Marsh's role at the current company?

Taylor Marsh's current role is Partner, Investment Committee Member, Portfolio Manager.

What is Taylor Marsh's email address?

Taylor Marsh's email address is ta****@****ubs.com

What schools did Taylor Marsh attend?

Taylor Marsh attended Florida Atlantic University, Indian River Community College.

What are some of Taylor Marsh's interests?

Taylor Marsh has interest in Disaster And Humanitarian Relief, Health.

What skills is Taylor Marsh known for?

Taylor Marsh has skills like Leadership, Microsoft Office, Data Analysis, Social Media, Microsoft Excel, Research, Social Networking, Public Speaking, Event Management, Training, Finance, Time Management.

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