Taylor Stone
- Role
- Senior Vice President, Client Services at World Investment Advisors
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Taylor Stone
The team of professionals at Pensionmark provide unbiased retirement plan consulting…
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
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Finance
2013 — 2015
University of California, Santa Barbara
Bachelor of Arts (BA), Business Economics; Accounting
2007 — 2011
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