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Taylor Neel

INB 4325

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Taylor Neel
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Professional Status
Employed
Available
About Me
Business student experienced in leadership and customer service. Critical thinker with a proven track record for exceeding expectations, leading by example, and delivering projects on time. Well-developed global mindset with strong communication and organizational skills. Experienced working in team settings with the ability to create and deliver quality work on time with appropriate detail.
Resume created on DoYouBuzz
Experiences
    • Managed $14 Million of the Baylor Endowment Fund in the financials sector
    • Created and presented a stock report using Bloomberg and Factset
    • Performed financial spreads and presented a credit underwriting report on a prospective client of the bank
    • Led multiple projects that drove sales, including generating 300 prospects
    • Created reports and presentations using Excel and PowerPoint
    • Engaged with clients through relationship reviews and building pitch decks
    • Worked on case studies to determine financial needs for individual customers
    • Prepared and outlined estate plans and insurance-funded trusts
  • -Supervised 70 associates and was the top card opener with 300 cards a year
  • -Learned to connect with people quickly with an emphasis on customer service
Resume created on DoYouBuzz