Taylor Whelan
- Role
- Partner CFO Chief Ethics & Compliance Officer Investment Advisor at Whelan Financial
- Location
- Fresno, CA, US
- LinkedIn followers
- 500 followers
About Taylor Whelan
Our team of experienced advisors create custom financial plans tailored to meet our…
Experience
Partner CFO Chief Ethics & Compliance Officer Investment Advisor
Jul 2021 — Present
Education
Santa Clara University
Bachelor's Degree, Philosophy
2004 — 2008
Skills
- Microsoft Excel
- Finance
- Customer Service
- Leadership
- Microsoft Office
- Outlook
- Social Media
- Investments
- Financial Analysis
- Fundraising
- Microsoft Word
- Management
- Event Management
- Editing
- Powerpoint
- Marketing
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