Taylor P.
Marketing Wealth & Investment Management Analyst | Business Consultant
- Role
- Marketing Wealth & Investment Management Analyst at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Taylor P.
Business Administration graduate with a concentration in Marketing, now driving impact as a Program Analyst in Wealth & Investment Management (WIM) Marketing at Wells Fargo. I specialize in strategic marketing, financial services, and data-driven solutions to enhance client engagement and brand growth.
Experience
Marketing Wealth & Investment Management Analyst
Jul 2025 — Present · Charlotte, NC, US
Manage personalized communication for Platinum Council Financial Advisors- Contribute to conference planning and experience design, providing input on event activities and exclusive client engagement initiatives for top-performing advisors- Collaborate with data and marketing teams to audit advisor data for national rankings- Support new member onboarding and recognition by assisting in the selection and coordination of personalized gifts for newly inducted Platinum Council members.
Education
Bowie State University
Undergrad, Business, Management, Marketing, and Related Support Services
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