Taylor Topakov, MBA, CFP®

Experience

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  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

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  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
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  Boston Family Advisors, LLC

  Aug 2019 - Mar 2023

  Director, Family Office
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  TwinFocus

  Mar 2023 - Aug 2024

  Associate Director
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  Proficio Capital Partners, LLC

  Aug 2024 - now

  Director