Mark Taylor

Current

• Financial Planner at One America Investments
• CEO at CMT Enterprises

Past

• www.tndreamtrips.worldventures.biz at world ventures
• Investment Specialist at John Hancock Financial
• Private Wealth Investor at 53Rd Securities

• FPA at AIG VALIC
• FPA at AIG VALIC

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2 more...

Education

• College for Financial Planning
• Tennessee State University
• Middle Tennessee State University

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Recommended

1 person has recommended Mark

Connections

66 connections

Industry

Staffing and Recruiting

Mark Taylor’s Summary

Financial planning for retirement and protection of assets. I enjoy all types of planning from IRA's and 401k rollovers to full blown Estate plans.

I would love the chance to get to know you and be of service.

Mark

Mark Taylor’s Specialties:

I like to think I am a planner for all needs, I want to cover the bases for all types of client needs. From insurance, to estate needs.

Mark Taylor’s Experience

• Financial Planner

  One America Investments

  (Financial Services industry)

  June 2009 — Present (6 months)

  Financial and Insurance Planning for all types of business and individuals.

• CEO

  CMT Enterprises

  (Financial Services industry)

  August 2008 — Present (1 year 4 months)

• www.tndreamtrips.worldventures.biz

  world ventures

  (Financial Services industry)

  2008 — 2008 (less than a year)

  See what I do at www.tndreamtrips.worldventures.biz. See how this can help impact your future and your financial freedom!

• Investment Specialist

  John Hancock Financial

  (Public Company; MFC; Financial Services industry)

  February 2007 — August 2008 (1 year 7 months)

• Private Wealth Investor

  53Rd Securities

  (Public Company; 5001-10,000 employees; FITB; Financial Services industry)

  November 2004 — February 2007 (2 years 4 months)

  Financial advisor
  Working closely with the bank personnel to develop new relationships and enhance customer satisfaction as well as gaining new relationships with clients utilizing financial planning.

• FPA

  AIG VALIC

  (Public Company; 10,001 or more employees; AIG; Financial Services industry)

  2002 — 2004 (2 years )

  Financial Planning Advisor
  Managed 25-30 million of 403b money

• FPA

  AIG VALIC

  (Public Company; 10,001 or more employees; AIG; Financial Services industry)

  2002 — 2004 (2 years )

  Financial Planning Advisor
  Managed 25-30 million of 403b money

Mark Taylor’s Education

• College for Financial Planning

  Cfp Program 2005 — 2008

• Tennessee State University

  1991 — 1992

• Middle Tennessee State University

  1988 — 1990

Additional Information

Mark Taylor’s Groups:

•    Technical & Fundamental TRADERS (+2,400)
•    eMarketing Association Network
•    TopLinked.com (Open Networkers)
•    Candidate Pipeline Development ™ (3000+ members)
•    Global Private Equity & Venture Capital
•    InvitesWelcome.com (Open Networkers)
•    LION500.com (Open Networkers)
•    America's Next Top Recruiter
•    Financial Services Career Group - eFinancialCareers US
•    Network Nashville
•    Linked Local in NE Nashville, TN
•    Finance Club
•    Music City BBQ Festival
•    Orange Tree Open Networkers
•    Orange Tree Europe

Mark Taylor’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch