Mary Taylor
Consultant at Freelance | United States
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Mary Taylor is an accomplished Vice President of Wealth Management, currently leveraging her extensive expertise as a Freelance Consultant. With a robust background in the banking industry, she specializes in providing strategic insights that enhance financial operations and risk management frameworks for her clients. Mary’s proficiency in Risk Assessment and Business Process Improvement allows her to identify vulnerabilities and implement tailored solutions that drive efficiency and profitability.
Throughout her career, Mary has successfully managed key projects that involve Financial System Conversions and Trust Operations, ensuring seamless transitions that align with regulatory standards and client expectations. Her deep understanding of Trust Deeds and Securities equips her with the knowledge necessary to navigate complex financial landscapes, making her an invaluable asset to organizations seeking to optimize their wealth management strategies.
In her current role, Mary focuses on enhancing customer service protocols and communication strategies, recognizing that a client-centric approach is essential in today’s competitive market. Her strong operations background, bolstered by her education from the ABA National Trust School, empowers her to lead teams effectively while fostering a culture of compliance and excellence.
As a strategic financial leader, Mary is dedicated to empowering businesses to achieve their financial goals through meticulous planning and execution. Her commitment to continuous improvement and her ability to adapt to the evolving financial services landscape position her as a trusted consultant for organizations aiming to enhance their operational frameworks and risk management practices.
Consultant at Freelance in January 2021 to Present
Vice President Wealth Operations Manager at Ameris Bank in April 2022 to Present
VP Wealth Management Operations Manager at Bank of the West in July 2016 to December 2020
Vice President, Trust Operations Accounting at Bank of the West in January 2013 to July 2016
Wealth Management Operations Manager, AVP at First Niagara Bank in September 2007 to March 2013
Client Service Associate- Investments, Trust Officer at First Niagara Bank in March 2010 to October 2010
Wealth Managment Asset Transfer Specialist, Trust Officer at Harleysville National Bank acquired by First Niagara bank in August 2007 to March 2010
Senior Accounts Receivable Clerk at Smurfit-Stone in October 2000 to July 2005
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Banking
Finance
Risk Management
Investments
Financial Services
Wealth Management
Financial Analysis
Management
Accounting
Leadership
Securities
Change Management
Operational Efficiency
Customer Service
Business Acumen
Cash Management
Accounts Receivable
Account Reconciliation
Credit
Disaster Recovery
Employee Training
Vendor Management
Third Party Vendor Management
Business Process Improvement
Prioritize Workload
Change Project Management
Risk Assessment
Operational Excellence
Data Analysis
Financial System Conversions
Legacy System Conversion
Trust Taxation
Trust Services
Corporate Trust
Trust Deeds
Trust Operations
Trust Real Estate
Mineral Oil and Gas Rights
General Ledger
Invoicing
Portfolio Management
Strategic Financial Planning
Communication
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Discover more about FreelanceWhat is Mary Taylor email address?
Email Mary Taylor at [email protected]. This email is the most updated Mary Taylor email found in 2026.
What is Mary Taylor phone number?
Mary Taylor phone number is +18183621329.
How to contact Mary Taylor?
To contact Mary Taylor send an email to [email protected]. If you want to call Mary Taylor try calling on +18183621329. (updated on November 05, 2024)
What company does Mary Taylor work for?
Mary Taylor works for Freelance
What is Mary Taylor's role at Freelance?
Mary Taylor is Consultant
What industry does Mary Taylor work in?
Mary Taylor works in the Banking industry.
Mary Taylor Email Addresses
Mary Taylor Phone Numbers
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