Dylan J. Taylor 2720 Wet Stone Way Apt. 102Charlotte, NC 28208

dylan.taylor304@gmail.com 410.703.0108

EXPERIENCEThe Vanguard GroupClient Relationship Associate

Charlotte, NCSeptember 2013 – Present

Provided first-class service to 30-40 clients each day, reviewing each of their investment needs and executing monetary and other transactions in an accurate and timely manner; provided investment recommendations based on knowledge of investment products, including portfolio content, yield rates and instrument types, as well as review of Vanguard Whitepapers on domestic and international issues

Worked collaboratively in a team environment; assisted colleagues in resolving client questions and referred clients to other departments as necessary

Self-initiated learning opportunities by participating in calls with the retirement group and shadowing leading financial advisors

Consistently ranked among the top performers each month in successful calls handled and received numerous compliments from clients regarding outstanding customer service; performed at ~2x the average expected KPIs for client representatives

Nominated by supervisors to be the Subject Matter Expert (SME) for generating Personal Advisor Services (PAS) client leads

Commended for punctuality and reliability despite difficult weather conditions; volunteered frequently to work overtime to support team with unusually heavy workloads

Co-created the Vanguard Acumen Seminar (VAS) program to educate client representatives Working toward Accredited Asset Management Specialist (AAMS) and Certified Financial Planner

(CFP) licenses

Dept. of Health & Human Services, Center for Medicare & Medicaid Services Baltimore, MDProcurement Specialist Intern May 2012 – August 2012

Executed contract modifications, change orders, and extensions Rapidly developed knowledge of contracting processes and terminology; improved evaluation

summaries of contract proposals and developed questions for senior contract specialists Collaborated with contract teams and negotiated win-win solutions for customers and contractors Provided excellent customer service in a timely, accurate manner Updated and organized active and closed contract files Developed detailed financial analyses and cost comparisons to facilitate cost savings during contract

negotiations Self-initiated review of contract policies and manuals to better understand contracting rules

EDUCATIONUniversity of North Carolina-Charlotte (UNCC)Bachelor of Science in Business Administration, Finance Major

Charlotte, NCClass of 2013

Major GPA: 3.1; Dean’s List Member of Gamma Iota Sigma (GIS); Finance Fraternity; Varsity Baseball (Received scholarship) Relevant Coursework: Macroeconomics, Microeconomics, Accounting, Financial Planning, Insurance

Planning

ADDITIONALSoftware:LicensesInterests:

Excel, PowerPoint, WordFINRA Series 7 and 63Baseball, golf, travel, and financial markets