Taylor Klimek MBA
Compliance Officer at Eagle Capital Management, LLC- Claim this Profile
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English Native or bilingual proficiency
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Italian Limited working proficiency
Topline Score
Bio
Steve Gulick
I had the pleasure of working with Taylor during his Senior year at College of Charleston. I found him not only to be very coachable but also took everything I offered to heart and made an extremely conscious and sincere effort to grow and develop as a professional. With supportive leadership, he will thrive and produce tremendous results for any company he represents. Taylor is a fine young man and I'm honored to consider him a friend!
Steve Gulick
I had the pleasure of working with Taylor during his Senior year at College of Charleston. I found him not only to be very coachable but also took everything I offered to heart and made an extremely conscious and sincere effort to grow and develop as a professional. With supportive leadership, he will thrive and produce tremendous results for any company he represents. Taylor is a fine young man and I'm honored to consider him a friend!
Steve Gulick
I had the pleasure of working with Taylor during his Senior year at College of Charleston. I found him not only to be very coachable but also took everything I offered to heart and made an extremely conscious and sincere effort to grow and develop as a professional. With supportive leadership, he will thrive and produce tremendous results for any company he represents. Taylor is a fine young man and I'm honored to consider him a friend!
Steve Gulick
I had the pleasure of working with Taylor during his Senior year at College of Charleston. I found him not only to be very coachable but also took everything I offered to heart and made an extremely conscious and sincere effort to grow and develop as a professional. With supportive leadership, he will thrive and produce tremendous results for any company he represents. Taylor is a fine young man and I'm honored to consider him a friend!
Credentials
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Lean Six Sigma Yellow Belt
William & MaryJan, 2019- Nov, 2024 -
Certified Scrum Master
Scrum AllianceApr, 2019- Nov, 2024
Experience
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Eagle Capital Management, LLC
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United States
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Investment Management
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1 - 100 Employee
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Compliance Officer
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May 2023 - Present
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Eminence Capital
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Financial Services
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1 - 100 Employee
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Compliance Associate
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Mar 2022 - May 2023
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ACA Group
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United States
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Financial Services
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700 & Above Employee
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Compliance Analyst
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Dec 2019 - Mar 2022
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Medical Facilities of America
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United States
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Hospitals and Health Care
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500 - 600 Employee
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Assistant Administrator
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Jun 2019 - Sep 2019
♣Managed 170 direct reports with a wide range of skills and diverse backgrounds; from Housekeeping to Nursing ♣Lead task force comprised of Director of Nursing, HR, and Scheduler to reduce overtime. Effectively reduced overtime from 11% to 7% over a two-month duration 2 months ♣Responsible for hiring, retention, and firing ♣Created and lead a ‘Celebration Day’ taskforce centered around celebrating employees and their contributions to the facility ♣Responsible for monitoring monthly P&L statements and adjusting yearly budgets accordingly ♣Top of class during 6 week intensive corporate training; Received the second highest marks in the training classes 15 year history Show less
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Conduent
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Change Management Analyst
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Jun 2018 - Jul 2019
♣Reporting directly to the CEO, CFO, and VP of Corporate Transformation; tasked with managing Corporate Transformation initiatives ♣Interviewed 45 individuals at the Directors, Senior Director, VP, and C-Suit level to create a 2019-2021 Corporate Strategy, with emphasis on financial, strategic, and cultural transformation ♣Helped deliver on $700M corporate savings promised to Wall Street from spinoff from Xerox ♣Work on divesting and reorganizing international and domestic real estate holdings ♣Generate weekly Accushoring™ report that is sent directly to CEO as insight into initiative efforts ♣Lead ideation sessions to generate initiatives to deliver $500M in savings to Wall Street, to be delivered from 2019-2021 Show less
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William & Mary – Raymond A. Mason School of Business
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United States
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Higher Education
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100 - 200 Employee
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MBA Candidate
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Aug 2017 - May 2019
♣Founder of The Mason School of Business Alumni Golf Outing ♣Mason Ambassador ♣Member on the Executive Appropriations Committee ♣'Best Recommendation' inaugural Sprint Week Class Competition ♣Founder of The Mason School of Business Alumni Golf Outing ♣Mason Ambassador ♣Member on the Executive Appropriations Committee ♣'Best Recommendation' inaugural Sprint Week Class Competition
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Executive Appropriations Committee
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The College of William and Mary
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Executive Committee Member
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Jan 2018 - Aug 2018
♣Responsible for financial projections and final decision on projects submitted to create revenue at William and Mary ♣Responsible for financial projections and final decision on projects submitted to create revenue at William and Mary
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Chief Strategist
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Aug 2017 - Aug 2018
Lead strategic insights for nutraceutical start up, Keto Block LLC. Lead strategic insights for nutraceutical start up, Keto Block LLC.
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Fiddler's Elbow
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Hospitality
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1 - 100 Employee
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Ranger
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May 2017 - Aug 2017
♣ Integrated and guided other Player Assistants through new player GPS tracking system, led to 10% faster rounds of golf and amplified member satisfaction ♣ Tracked private golf members during rounds of golf, intent to create ‘Player Profile’. Used accumulated data to create actionable plan for slower members ♣ Integrated and guided other Player Assistants through new player GPS tracking system, led to 10% faster rounds of golf and amplified member satisfaction ♣ Tracked private golf members during rounds of golf, intent to create ‘Player Profile’. Used accumulated data to create actionable plan for slower members
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ADP
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United States
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Human Resources Services
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700 & Above Employee
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District Account Manager
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Jun 2016 - Nov 2016
♣ Uncovered opportunity, and led a solo project, to develop and implement a state-specific retirement call strategy. Efforts led to record month in retirement package sales, 40% growth month over month. Expanded business opportunity within Retirement Services ♣ Delivered high level sales results, achieving 100% of assigned sales quota ♣ Uncovered opportunity, and led a solo project, to develop and implement a state-specific retirement call strategy. Efforts led to record month in retirement package sales, 40% growth month over month. Expanded business opportunity within Retirement Services ♣ Delivered high level sales results, achieving 100% of assigned sales quota
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The Harbor Entrepreneur Center
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United States
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Non-profit Organizations
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1 - 100 Employee
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Business Coordinator
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Jan 2016 - May 2016
♣ Identified new business opportunities through interaction between local entrepreneurs and The Harbor ♣ Matched entrepreneurs in The Harbor with proper mentors through situational analysis ♣ Identified new business opportunities through interaction between local entrepreneurs and The Harbor ♣ Matched entrepreneurs in The Harbor with proper mentors through situational analysis
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Medical University of South Carolina
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United States
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Hospitals and Health Care
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700 & Above Employee
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Professor Assistant
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Jan 2016 - Feb 2016
♣ Developed and assisted in teaching first Neuroscience Commercialization class offered at MUSC, alongside Dr. Barbel Rohrer ♣ Developed and assisted in teaching first Neuroscience Commercialization class offered at MUSC, alongside Dr. Barbel Rohrer
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Senior Lifeguard
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May 2011 - Sep 2014
Community pool with 500+ members. Responsible for staff management which entailed daily schedules, weekly reviews, and annual performance reviews.
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Lifeguard
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May 2009 - Sep 2014
Community pool with 500+ members. Responsible for patron safety, facility rules, upholding facility rules. Required certificates in First Aid, AED, Oxygen Administration, and official emergency procedures.
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Shiff Nature Preserve
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Mendham, New Jersey
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Lead Excavator
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Jun 2009 - Sep 2009
Helped excavate cellar hole in the Shiff Nature Preserve. Unearthed rare Revolutionary War George Washington Inauguration buttons. Helped excavate cellar hole in the Shiff Nature Preserve. Unearthed rare Revolutionary War George Washington Inauguration buttons.
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Education
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William & Mary – Raymond A. Mason School of Business
Master of Business Administration - MBA, Business Administration and Management, General -
College of Charleston
Bachelor of Business Administration (BS), Entrepreneurship/Entrepreneurial Studies -
Scuola Superiore 'Sant' Anna' di Studi Universitari e di Perfezionamento
Italian Language and Literature