Taylor Chipp
Senior Vice President, Advisor Services at World Investment Advisors
- Role
- Senior Vice President, Client Services at World Investment Advisors
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Taylor Chipp
World Investment Advisors is a client-focused wealth management and retirement plan…
Experience
Senior Vice President, Client Services
Jan 2019 — Present · Santa Barbara, CA, US
Breadth of responsibility includes the onboarding of new advisor affiliates, sustaining high quality corporate and branch relationships; overseeing internal sales desk operations; organizing national conferences, and supporting the expansion and retention of Pensionmark’s services within its national market.
Education
University of California, Santa Barbara
Bachelor of Arts (BA)
2007 — 2011
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
2013 — 2015
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