Taylor Van Neste

Taylor Van Neste has a diverse work experience in the financial industry, starting with their role as a Financial Advisor at Morgan Stanley from November 2017 to November 2019. In this position, they were responsible for working with large teams, generating leads, and coordinating consultations with senior financial advisors. They also attended networking events to generate new business.

From April 2020 to June 2021, Taylor worked at J.P. Morgan as an Assistant Vice President in Private Client Banking. They actively managed banking relationships, provided financial advice, and connected clients to specialized experts. They were the main point of contact for affluent clients in the Wilmington area.

Following that, Taylor worked at J.P. Morgan as a Wealth Management - Client Development Professional from June 2021 to November 2021. In this role, they actively managed inbound and outbound customer service calls, focusing on self-directed and automated investment platforms. They achieved outstanding results, generating four leads per day on average.

In 2022, Taylor briefly worked as a Consultant at Zacks Professional Services from January to April. They then joined Coin Metrics as a Customer Success Manager from April to November. In this position, they addressed customer inquiries, processed feedback, and provisioned API keys.

Currently, Taylor is working as a Business Development Representative at Coin Metrics. They work closely with the sales team, setting up meetings for senior growth members through inbound and outbound messaging. They have been successful in setting up approximately one meeting per day from outbound initiatives.

Overall, Taylor Van Neste's work experience demonstrates their expertise in financial services, customer relationship management, and business development.

Taylor Van Neste obtained a B.S.S in Marketing, Management, and Communication with a field of study in Entrepreneurship/Entrepreneurial Studies from Ohio University. Additionally, Van Neste obtained several certifications including PRDV151 Bitcoin For Everybody from Saylor Academy in April 2023, Pomp's Crypto Academy Cohort 9 in December 2021, Series 66 - Uniform Combined State Law Exam from NASAA in February 2017, Series 7- General Securities Representative Examination from the Financial Industry Regulatory Authority (FINRA) in December 2015, an Entrepreneurship Certificate from Ohio University in December 2014, a Professional Sales Certificate from The Ralph and Luci Schey Sales Centre in December 2014, and HubSpot Sales Software from HubSpot Academy in October 2022.