Taylor Marsh Email & Phone Number

Jupiter, Fl, Us

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

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

• 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

• 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.

Master Of Business Administration (M.B.A.), 3.50 Gpa - Cum Laude

Associate Of Arts (A.A.), Business Administration And Management, General, 3.26 Gpa