Jason Taylor

Experience

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  Gruntal & Co.

  Sept 1995 - Feb 1998

  Muni Bond Broker

  • Product base focused on municipal bonds & mutual funds to a retail client base. • Forged in the fire of cold calling.

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  Utendahl Capital Partners

  Feb 1998 - Jul 2003

  Institutional Fixed Income Sales

  • Responsible for firm's Agency Discount Note business, executing reverse inquiries for clients directly to Freddie Mac, Fannie Mae & Federal Home Loan Bank funding desks. • Client base consisted of mutual fund managers, state pension funds and institutional managers.

• 

  TD Ameritrade

  Dec 2003 - Dec 2007

  Fixed Income Sales

  • Executed client stock, bond, option & mutual fund orders. • Successfully upsold clients into fixed income & structured products.• Promoted rapidly within the organization, from entering orders at their call center to soliciting customers more complex, commission based products.

• 

  Wells Fargo

  Jan 2008 - Oct 2010

  Institutional Fixed Income Sales

  • Focused on selling investment grade corporates and US Agency securities to institutional portfolio managers, insurance companies and hedge funds. • Experienced in dealing with the broker dealer community, from major investment banks to small liquidity providers. • Skilled at capturing new business through presenting and networking at investment conferences.

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  E*TRADE from Morgan Stanley

  Oct 2010 - Feb 2013

  Investment Consultant - Fixed Income

  • Worked closely with branch financial consultants to expand use of fixed income products.• Selected bonds for daily offering sheets distributed to brokers in the branch network.• Worked with independent RIAs executing fixed income trades through the firm's online order system.• Prospected clients with maturing fixed income investments, reinvesting & upselling into other products

• 

  Brand Marketers, Inc

  Jul 2015 - Jul 2017

  Sales And Marketing Specialist

  • Worked with 100’s of brands and agencies designing and effective marketing campaigns that exceed expectations. • Managed Pop-Up marketing events with our in-person Brand Ambassadors, including supervising employees and ensuring smooth vendor relations.• Implemented innovative technologies in campaigns, using geo-tagging, digital media and social media postings to increase engagement and drive sales.

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  Convert IT Marketing, LLC

  Jul 2017 - May 2018

  Digital Marketing Specialist

  • Drove client sales for digital platforms through paid search PPC, display ads & social media posts. • Optimized campaigns for increased conversions, while maintaining control of costs. • Skilled in Google Analytics presentations, explaining the ROI of PPC campaigns and recommending improvements.• Skilled in Google Analytics presentations, explaining the ROI of PPC campaigns.

• 

  Ronin Trading Partners

  Feb 2018 - now

  President

  We help entrepreneurs and small businesses navigate the financial services industry. From setting up and maintaining retirement accounts to accepting electronic payments, Ronin Trading Partners will guide you in selecting the right financial products and services for your business.

• 

  Ronin Investment Advisors

  Feb 2018 - now

  President

  • Ronin Investment Advisors is an independent investment advisor created for small business owners and self employed professionals, helping them to build and maintain their own retirement plans. • Founded by an experienced professional with over 25 years experience, starting with fixed income trading & sales, to individual financial planning and portfolio management. We seek to provide institutional class investment advice to individual investors.