Taylor is an alumni of Bryant University in Rhode Island where he graduated with his B.S. in Finance and was an active member of the Delta Chi fraternity. Following graduation he worked at Fidelity Investments on both the retail and institutional sides in operations teams of various sizes, dealing with urgent and complex requests for an array of clients including individuals, RIA, and brokerage firms.
Working at Centerpoint
Using his extensive background in streamlining client operations, Taylor works directly with our Director of Client Operations to ensure accurate account functions, cash flow planning, and account opening and registration. Taylor works across departments to handle a variety of operational requests, including our investment team to plan for client liquidity needs or requests.
Outside the Office
When not in the office Taylor loves cooking, traveling, and catching up on the latest movies. He also enjoys cheering for all Boston sports teams, and is looking forward to enjoying full capacity stadiums and arenas with fellow fans when the time is right.
Time is the coin of your life.