Senior Vice President, Client Services
Taylor joined the Pensionmark team in 2011 and currently serves as the Senior Vice President of Client Relations. In this role, she oversees the implementation of all retirement plan management systems uniquely designed for Pensionmark’s independent advisors network. 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.
Taylor has a Masters in Business Administration, Finance from the University of Pepperdine’s Graziadio School of Business and Management; and a Bachelor of Arts degree in Business Economics, Accounting with a minor in Technology Management. Taylor is an active member in the Junior League of Santa Barbara and serves on the board the the Finance Council Director. An organization of philanthropic women committed to promoting voluntarism, developing the potential of women, and improving the community through the effective action and leadership of trained volunteers.