Taylor Topakov, MBA, CFP®

Taylor Topakov, MBA, CFP®

Pricing Analyst

Followers of Taylor Topakov, MBA, CFP®1000 followers
location of Taylor Topakov, MBA, CFP®Greater Boston

Connect with Taylor Topakov, MBA, CFP® to Send Message

Connect

Connect with Taylor Topakov, MBA, CFP® to Send Message

Connect
  • Timeline

  • About me

    Director, Client Services

  • Education

    • D'Amore-McKim School of Business at Northeastern University

      2016 - 2019
      Master of Business Administration - MBA Finance and Financial Management Services
    • Isenberg School of Management, UMass Amherst

      2010 - 2014
      Bachelor of Business Administration (BBA) Business Administration and Management, General
  • Experience

    • Dell EMC

      Aug 2014 - Jul 2015
      Pricing Analyst

      • Analyzed and advised cost relief for over 2,500 deals submitted by EMC distributors and resellers• Enforced guidelines related to pricing parameters and Standard Channel Rules of Engagement• Ensured correct products and prices were presented; evaluated product configurations in regards to partner capabilities and competitor products

    • Bain Capital

      Jul 2015 - Aug 2019

      •Manage an internal family office group for Bain Capital’s Managing Directors.•Serve as single point of contact for the Managing Directors personal finances. Provide services including financial reporting, administration of credit facilities, mortgages, stock donations and entity formation•Improve reporting efficiencies, liaise with internal teams to address client inquires, on-board new Managing Directors, collaborate with external service providers, and participate in the implementation of Salesforce, GTreasury, and SunGard DX Show less

      • Senior Finance Associate

        Jun 2019 - Aug 2019
      • Finance Associate

        Jul 2015 - Jun 2019
    • Boston Family Advisors, LLC

      Aug 2019 - Mar 2023
      Director, Family Office
    • TwinFocus

      Mar 2023 - Aug 2024
      Associate Director
    • Proficio Capital Partners, LLC

      Aug 2024 - now
      Director
  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      CFP Board
      Apr 2023
    • Financial Planning Certificate

      Bryant University
      Mar 2022
      View certificate certificate
    • Series 65

      FINRA
      Mar 2020
  • Volunteer Experience

    • Mentor

      Issued by Big Brothers Big Sisters of America
      Big Brothers Big Sisters of AmericaAssociated with Taylor Topakov, MBA, CFP®
    • Mentor

      Issued by Invest in Girls (A Program of CEE) on Jun 2023
      Invest in Girls (A Program of CEE)Associated with Taylor Topakov, MBA, CFP®