Kristen M. Taylor, CFP®, CDFA®

Experience

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  Sun Microsystems

  Aug 2000 - Jan 2010

  Senior Financial Analyst

  Direct analysis of the financial capacity of 90% of Sun Microsystems Support and Professional Services customer base in order to mitigate bad debt, drive sales, and create an effective finance model for new customersWorked with small cap customers to foster and promote reducing DSO and increasing cash flowPartnered with sales and senior Management to construct creative and compliant financing strategies to increase sales. Lead team member on innovative development of global financial scoring model leading to a more efficient, effective and standardized method of evaluating customers thus reducing risk.Global lead on the implementation of worldwide ERP system upgradeSarbanes Oxley liaison for Americas Software Services analysis and testing Show less

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  Oracle Corporation

  Jan 2010 - Mar 2010

  Senior Financial Analyst

  With the buy out of Sun Microsystems by Oracle, previous responsibilities continued until acquisition was complete:Direct analysis of the financial capacity of 90% of Sun Microsystems Support and Professional Services customer base in order to mitigate bad debt, drive sales, and create an effective finance model for new customersWorked with small cap customers to foster and promote reducing DSO and increasing cash flowPartnered with sales and senior Management to construct creative and compliant financing strategies to increase sales. Lead team member on innovative development of global financial scoring model leading to a more efficient, effective and standardized method of evaluating customers thus reducing risk.Global lead on the implementation of worldwide ERP system upgrade Show less

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  The Investment Center, Inc.

  Mar 2013 - Dec 2024

  Registered Representative/ Investment Advisor Representative

  All securities offered through The Investment Center, Inc. Member FINRA/SIPC. Kristen Taylor is a registered representative of The Investment Center, Inc. SLA Financial is not affiliated with The Investment Center, Inc. The use of the “Connect” feature when establishing a connection with SLA Financial should not be considered a positive reflection of the investment advisory services offered by SLA Financial. Visitors to this page must avoid posting positive reviews of their experiences with the SLA Financial or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of SLA Financial. Show less

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  SLA Financial

  Mar 2013 - now

  Owner/Financial Advisor

  SLA Financial is an independent financial planning firm. We specialize in comprehensive financial planning: cash flow management, risk management, wealth management, retirement planning, and divorce and estate planning for women in transition. These comprehensive planning services are designed to incorporate all phases of our clients lives.

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  Cambridge Investment Research, Inc.

  Dec 2024 - now

  Registered Representative/Investment Advisor Representative

  Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and SLA Financial are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.