Financial Services Call Center

G. Taylor-Sanders

Charlotte, NC *****

Email: ***************@*****.***

Phone: +1-980-***-****

Professional Summary

Results-driven finance and insurance professional with over 25 years of experience in financial services, trading operations, and independent insurance business ownership. Demonstrated track record as a top-performing agent in the southeastern region with expertise in equity trading, financial planning, and strategic business development. Known for independent leadership, competitive drive, and consistent achievement of organizational objectives.

Professional Experience

Chief Executive Officer & Owner

G Taylor Inc. Charlotte, NC

June 2007 – June 2018

- Founded and operated an independent finance and insurance company, managing all aspects of business operations

- Achieved recognition as one of the top insurance agents in the southeastern United States

- Developed and maintained comprehensive client portfolios while ensuring regulatory compliance

- Executed strategic planning initiatives that drove consistent business growth and market expansion

Stock Trader

Vanguard Charlotte, NC

2000 – 2005

- Executed equity trades and managed client investment portfolios in fast-paced trading environment

- Analyzed market trends and provided investment recommendations to optimize portfolio performance

- Maintained detailed records of all trading activities while ensuring compliance with regulatory requirements

- Contributed to team performance through consistent execution of trading strategies

Education

Master of Science in Finance

University of North Carolina School of the Arts, Charlotte, NC

August 1985 – June 1989

Core Competencies

- Securities & Licensing: Series 6, 63 (10+ years active experience)

- Financial Services: Financial Planning, Modeling, and Analysis

- Portfolio Management: Strategic asset allocation and risk assessment

- Business Operations: Strategic planning, pricing strategies, and market analysis

- Insurance Sales: Property & casualty, life, and health insurance products

- Financial Reporting: Comprehensive report writing and client communication

Professional Licenses & Certifications

FINRA Securities Licenses

Series 6 & 63v May 1998 – June 2018

- Maintained active licenses for 20 years until retirement

- Specialized in investment company and variable contracts products

Insurance Licenses. (Retired 2018)*

- Property & Casualty Insurance License

- Life & Health Insurance License

Additional Information

Retired from active practice in June 2018 after building a successful independent financial services practice. Available for consulting opportunities or advisory roles that leverage extensive experience in financial services and business leadership

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