Robert Taylor

Robert Taylor began their work experience in 2000 at JPMorgan Chase, where they worked as a Pricing Analyst until 2007. In 2008, they joined William Blair as a Sr. Pricing Analyst and later transitioned to the role of Lead Trade Operations in December 2019.

Robert Taylor has a Certificate in Financial Planning and Services from Southern Methodist University, which they obtained from 2004 to 2006. Robert also holds a Bachelor of Business Administration (BBA) degree in Finance, General from Texas A&M University, which they received from 1996 to 2000. Additionally, Robert Taylor has obtained the Series 66 and Series 7 certifications from FINRA in 2010.