Blake Taylor is an experienced professional in client success and consulting, currently serving as a Client Success Consultant at TrellisPoint since February 2022. Previously, Blake held the position of D365 Functional Consultant at PowerObjects from November 2015 to February 2022 and worked as a Dynamics CRM Business Analyst at Avanade from July 2014 to November 2015. Earlier experience includes a role as a Consultant at Sogeti, where responsibilities involved IT analysis for technology implementation, and as an Investment Analyst at Compton Financial Group, focusing on fund opportunity evaluation. Blake gained foundational experience through internships at the Maryland Department of Business and Economic Development, analyzing tax credit advantages, and at Creative Wealth Management, observing client advisory processes. Educational qualifications include a B.B.A. in Finance from Loyola University Maryland, completed in 2012.
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