Taylor Broyles Salisbury
Fixed Income Client Services at Barrow Hanley Mewhinney and Strauss- Claim this Profile
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Spanish -
Topline Score
Bio
Credentials
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Claritas® Investment Certificate
CFA InstituteFeb, 2016- Nov, 2024 -
Claritas® Investment Certificate
CFA InstituteFeb, 2016- Nov, 2024 -
Claritas® Investment Certificate
CFA Institute
Experience
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Barrow Hanley Global Investors
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United States
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Investment Management
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100 - 200 Employee
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Fixed Income Client Services
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Aug 2014 - Present
• Assists investment management in preparing presentation materials as well as client and consultant questionnaires and database maintenance. • Produces reports to accurately and effectively communicate investment information for portfolio managers, consultants and clients. • Coordinates administrative contact between client portfolio managers, clients and consultants. • Handles various other duties/projects as assigned. • Assists investment management in preparing presentation materials as well as client and consultant questionnaires and database maintenance. • Produces reports to accurately and effectively communicate investment information for portfolio managers, consultants and clients. • Coordinates administrative contact between client portfolio managers, clients and consultants. • Handles various other duties/projects as assigned.
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360 Wealth Management
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Dallas/Fort Worth Area
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Client Services
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Jan 2013 - Aug 2014
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Sunwest Real Estate Group
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United States
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Real Estate
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1 - 100 Employee
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Assistant Property Manager
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Nov 2011 - Aug 2012
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Property Manager
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Feb 2011 - Jul 2011
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Education
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University of Arkansas
Bachelors of Arts, Communication -
Highland Park High School