Kristen Taylor
Partner & Client Advisor at Mission Wealth
- Role
- Partner & Client Advisor at Mission Wealth
- Location
- Walnut Creek, CA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Kristen Taylor
As a Partner and Client Advisor at Mission Wealth, I am a part of a dynamic and…
Experience
Partner & Client Advisor
Jan 2023 — Present · Lafayette, CA, US
Education
University of San Francisco
Master of Science (M.S.), Financial Analysis
2009 — 2011
The University of Texas at Austin
BA, Biology with Certificates in Business and Computer Science
2001 — 2005
Skills
- Securities
- Trading
- Equity Research
- Options
- Series 7
- Asset Allocation
- Fixed Income
- Equity Valuation
- Portfolio Management
- Hedge Funds
- Equities
- Corporate Finance
- Derivatives
- Bloomberg
- Technical Analysis
- Financial Markets
- Finance
- Alternative Investments
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