Taylor Forbes

About Taylor Forbes

Highly motivated and proactive investment compliance professional with 9 years’…

Experience

1. Director of Compliance, Assistant Vice President

   State Street

   Mar 2019 — Present

   Drives process change and improvements within the department by effectively leading monthly meetings between Client Service and Global Delivery. • Acts as a resource and point of contact for client inquiries and complicated regulatory questions for 20 client accounts, interacting with C-suite points of contact. • Proven track record of leading various workstream meetings to promote department and company-wide goals. • Maintains excellent relationships with internal and external stakeholders while participating in client and due-diligence meetings. • Effectively guides global delivery to ensure concise client communication, continued learning and on-time deliverables. • Subject matter expert on building complex VBA macros to automate time-consuming manual business processes resulting in reduced reporting errors and freeing up team members to focus on more high-value activities

Education

• University of Vermont

  Bachelor's Degree, Accounting and Finance

  2011 — 2015

Skills

• Presentation Skills
• Microsoft Office
• Charles River Ims
• Powerpoint
• Financial Reporting
• Leadership
• Microsoft Sql Server
• Microsoft Excel