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Taylor Fischer

Taylor Fischer

Sales, Marketing, and Business Development Intern

Followers of Taylor Fischer1000 followers
location of Taylor FischerAustin, Texas, United States

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  • Timeline

  • About me

    Manager - External Communications at Dimensional Fund Advisors

  • Education

    • The Westminster Schools

      -

    • University of Oxford

      -
      Abroad Program: International Economics & Economics of the EU

    • University of Virginia

      -
      Economics and French

  • Experience

    • RouteMatch Software

      Jul 2011 - Aug 2011
      Sales, Marketing, and Business Development Intern

    • RouteMatch Software

      Jun 2012 - Jul 2012
      Sales, Marketing, and Business Development Intern

    • Lyxor Asset Management

      Jun 2013 - Aug 2013
      Business Development Intern

      -Reported to Head of North American Business Development, assisted in Marketing, Sales, and Client Service Departments -Strategically analyzed global hedge fund market to examine expansion opportunities of new asset classes -Worked extensively as part of a global, bilingual team to build and refine an RFP response for a major institutional investor ($1.5 - $6 billion mandate)-Researched and compiled extensive reports on alternative investment products including hedge funds, fund of funds, dedicated and commingled managed accounts, 40 Act mutual funds, and alternative ETFs Show less

    • Bernstein Private Wealth Management

      Jan 2014 - Jan 2016
      Private Client Associate

      -Partnered with Principals and Senior Financial Advisors in Sales Division to deliver the best possible client service and proactively drive business-Built new, and deepened existing, relationships with prospects and clients in High-Net-Worth/Ultra-High-Net-Worth Individual, Family Office, Foundation, Endowment, and Corporate account spaces-Covered private client relationships with over $2.3 billion in assets under management-Created pitchbooks and custom performance reports for new and existing clients -Served as a national Alternatives Investment Liaison; local expert resource for alternative investment products, procedures, and new initiatives-Planned and implemented estate and wealth transfer strategies with attorneys and CPAs to unify efforts surrounding unique client circumstances -Utilized French skills to augment relationships with native francophone clients and business partners Show less

    • Joele Frank

      Jan 2017 - Jan 2017
      Account Executive

    • Brunswick Group

      Dec 2017 - Mar 2021
      Executive

    • Dimensional Fund Advisors

      Mar 2021 - now

      • Manager - External Communications

        Jan 2023 - now

      • Senior Associate - External Communications

        Mar 2021 - Jan 2023

  • Licenses & Certifications

    • Series 7

      Financial Industry Regulatory Authority (FINRA)