Bio
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Topline AI
Andrew Taylor is a seasoned financial professional with 15 years of experience in customer service, office management, and financial planning. He has expertise in mutual funds, retirement planning, life insurance, and financial needs analysis. Taylor has held various roles, including Office Manager at Principal Financial Group and Customer Service Manager at LIFT Logistics.
Experience
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Customer Service Manager
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Oct 2021 - Present
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Self-Employed
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Cedar Rapids, Iowa
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Office Manager
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Jan 2017 - Feb 2022
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Cedar Rapids, Iowa
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Office Administrator
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Oct 2016 - Oct 2017
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Office Manager
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Feb 2012 - Oct 2016
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Customer Service
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Feb 2011 - Dec 2011
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Production Manager
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Mar 2002 - Feb 2011
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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