Vanessa Taylor Email & Phone Number

Memphis, Tennessee, United States

Providing competitive rate home purchase loans to prospective buyers and home refinances for existing homeowners in the Mid-South. Specializing in Medical Loans and Community Development borrowers.

Greater Memphis Area

Managing the planning, investment, trust, lending, and banking relationships for the Germantown community.

Wilmington, De

Responsible for overseeing the ongoing business operations of the company. Leading the execution of strategies developed by top management team to address rapid expansion delivering results on a day to day basis. Consulting with key providers/resources to optimize capabilities to ultimately streamline processes and procedures.Coaching 90+ advisors to identify growth opportunities utilizing the tools and resources available to their practice. Providing a communication channel and decision making process for the field.

Louisville, Ky

Managing financial advisors in the Louisville, KY area focused on growing their practice by incorporating financial planning, insurance, and estate planning.

Managing a group of financial advisors in the Charlotte, NC area with a focus centered on growing business through expanding the scope of the advisor group's practice leading with financial planning, insurance, and estate planning.

Led sales force of 12 advisors that produced over $7.5MM in revenue in 2008. Launched, facilitated, and coached the licensed banker program establishing a successful partnership with the Retail line of business. • Implemented action plan for underperforming region by refining each advisor’s operating model resulting in 40% increase in revenue from 2005-2008.• Achieved 100% of revenue goal in 2006, 104% of goal in 2007, and 92% of goal in 2008.• Exceeded licensed banker goals by 162% in 2007 and 125% in 2008.

Developed and executed strategy for implementation of National Wealth Management program overlaying 38 states for a $35 billion financial services firm.• Opened 12 wealth management offices in the largest US metro areas.• Recruited 60 person wealth management sales force to include investment advisors, trust officers, private bankers, and sales assistants.• Achieved production ramp-up resulting in $23.0 average monthly broker GDC within first year.

Researched, developed, and implemented national strategy to target employee-based sale of financial services from conceptual phase through program introduction. Directed tactics aimed at sale of loans, investments, life insurance and financial planning to national employee base. Responsible for loan and deposit pricing. Established corporate lending policy. Created a National Call Center servicing >5,000 calls monthly.• Generated $1.0 million in revenue from a base of zero in initial 18 months.• Increased profitability of employee and retiree client base by more than 10 bps.• Received 1998 Annual Firstpower Award

Bachelor Of Business Administration (Bba), Sales & Marketing

Education record

Education record