InvestorFlow
Taylor is Chief of Staff at InvestorFlow. He has 14+ years industry experience serving in delivery and advisory services roles to investment banks, hedge funds, credit teams, placement agents and private equity firms. Taylor is focused on driving strategic business planning and enterprise-wide initiatives while building and maintaining key relationships across the organization.Prior to his role at InvestorFlow, Taylor spent 10+ years serving as Chief Operating Officer of Cloud Theory. Taylor was responsible for finance, operations, legal, and compliance in addition to the delivery of Cloud Theory's flagship product, FundEngine. He began his career working for a boutique bank out of Boston focused on M&A in the healthcare sector. Taylor brings a prescriptive and methodical approach to designing efficient, scalable processes.Taylor received his B.S. in Economics and Finance from Bentley University in Waltham Massachusetts.
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InvestorFlow
InvestorFlow is a leading provider of investor experience applications for asset and investment managers.