Taylor Warren, CFP®

Manager, Client Advisory Team at Tolleson Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas, Texas, United States, US

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Apr, 2021
    - Nov, 2024

Experience

  • Tolleson Wealth Management
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Manager, Client Advisory Team
      • Jul 2023 - Present

    • Senior Analyst, Client Advisory Team
      • Jul 2021 - Jun 2023

    • Analyst, Client Advisory Team
      • Oct 2019 - Jun 2021

  • Greenville Partners
    • Greater Grand Rapids, Michigan Area
    • Financial Analyst
      • Jun 2018 - Oct 2019

  • Busey
    • United States
    • Banking
    • 700 & Above Employee
    • Investment Intern
      • Sep 2017 - Dec 2017

  • Carle Health
    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Finance Intern
      • Sep 2017 - Dec 2017

Education

  • University of Illinois at Urbana-Champaign
    Bachelor's degree, Economics
    2014 - 2017
  • UNSW
    Study Abroad Program
    2016 -

Community

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