Gerald Taylor

Background

About Gerald Taylor

Dr. Gerald M. Taylor is a dedicated financial leader with over 20 years of expertise in financial investments, insurance/risk mitigation, business development, revenue generation, budgeting/forecasting, accounting principles, and team development for business growth and client success. He has completed accounting audits and recouped approximately $10M in financial losses. He has developed and trained 25 team members over his career history, maintained a 90% client retention rating as a consultant, and had an 85% customer success rating in contract loan approvals. His expertise includes consulting/advising, financial planning, banking/investments, team development, insurance, product knowledge, training/mentoring, and customer service. Dr. Taylor has held several roles, including Associate Professor at Lane College, Chief Compliance Officer at Carroll Bank & Trust, and Group Account Representative at Mutual of America. As a Financial Advisor at Allstate Financial Services and Northwestern Mutual, he developed financial plans for existing and new clients based on their objectives and goals. He has sold investment and insurance products based on customer needs, mentored and developed new financial representatives, and produced up to $200k in business annually. Dr. Taylor has also worked as a Mortgage Loan Officer at Peoples Home Equity. He maintained a "Top Producer" status and developed a targeted marketing plan to prospect potential consumers. Dr. Taylor is proficient in compliance, regulations, training/mentoring/coaching, ROI insurance, consultative sales, KPIs, marketing, talent development, hiring/retention, customer service, client relations, product knowledge, budgeting/forecasting, legal contracts, negotiation, data/metrics/reports, and risk mitigation. He is an excellent communicator and team player who believes in developing and executing successful strategies for his clients and employers.