Evan Taylor
Expert Business Lending here in Vermont
- Role
- Business Loan Officer at Green Mountain Credit Union
- Location
- Burlington, VT, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Evan Taylor
Expert Leadership and Customer Care at America\'s Most Convenient Bank in Dowtown Waltham, Massachusetts.
Experience
Business Loan Officer
Nov 2025 — Present · Burlington, VT, US
Providing expert Business Lending to the Vermont market
Skills
- Sales Management
- Life Insurance
- Finance
- Licensed Life Insurance Agent
- Protection Planning/Family Security
- Retirement
- Annuity Sales
- Management
- Financial Services
- Thought Leadership
- Estate Planning
- Multi-Tasking Skills
- Time Management
- Microsoft Office
- Investments
- Retirement Planning
- Project Management
- Leadership
- Succession Planning
- 401k Rollovers
- Insurance
- Multi-Generational Planning
- Small Business
- Key Person Protection
- Asset Protection
- Wealth Preservation Planning
- Gifting Strategies
- Multi-Generational Wealth Transfer
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