Lance Taylor

Lance Taylor, ACS, ALMI, PCM®, currently serves as Operations Program Manager at EPIC Insurance Brokers & Consultants, focusing on optimizing P&L and enhancing marketing communication strategies. Previously held the same title at Galway Holdings, where operations for Private Client services were streamlined, and M&A integration efforts were improved. As a Partner Marketing Manager at Galway, Lance conducted market research to maintain brand competitiveness and fostered collaboration to maximize cross-selling opportunities. Additionally, Lance is a founding member of the Primary CoS/BizOps Mastermind Network, aimed at supporting growth strategists and marketers. Past experiences include positions at McKinsey & Company and MAI Capital Management, where skills in marketing leadership were further honed. Prior roles in sales and marketing at Vanbridge and Trumark Wholesale Insurance Services contributed to a strong foundation in revenue growth and client engagement. Educational background includes studies at Cal State East Bay's College of Business & Economics.