Taylor Lake, Fic
About Taylor Lake, Fic
Taylor Lake is a Financial Representative at Modern Woodmen of America in Kalamazoo, Michigan, with a background in accounting and finance. He has experience in various roles, including tax consulting at PricewaterhouseCoopers and sales at Macy's.
Work at Modern Woodmen of America
Taylor Lake has served as a Financial Representative at Modern Woodmen of America since 2019. In this role, Taylor assists members in defining their financial goals and objectives. Taylor evaluates their current financial situations and develops personalized financial strategies. This position involves providing financial guidance and products to members in West Michigan and surrounding communities. Taylor is also actively engaged in social, educational, and volunteer activities, which are part of the fraternal benefits offered by Modern Woodmen of America.
Education and Expertise
Taylor Lake studied at Robert Morris University - Illinois from 2013 to 2017, earning degrees in Accounting, Business/Management, and Finance. This educational background provides a strong foundation in financial principles and practices. Prior to this, Taylor completed high school at Allegan High School, graduating in 2013. The combination of formal education and practical experience in various financial roles contributes to Taylor's expertise in the financial services industry.
Background in Financial Services
Before joining Modern Woodmen of America, Taylor Lake gained significant experience in the financial sector. Taylor worked at PricewaterhouseCoopers in various roles, including Central Tax Finance focusing on Transfer Pricing, Mergers & Acquisitions, and International Tax Services from 2018 to 2019. Additionally, Taylor held positions as a State and Local Tax (SALT) Associate from 2017 to 2019 and as a Tax Staff Consultant in 2016. This diverse experience in tax and finance has equipped Taylor with a comprehensive understanding of financial strategies and services.
Previous Work Experience
Taylor Lake's work history includes a position as a Sales Associate at Macy's in 2015 for five months. This early experience in retail provided foundational skills in customer service and sales. Additionally, Taylor's tenure at PricewaterhouseCoopers included various roles that contributed to a robust understanding of tax regulations and financial consulting. This diverse background supports Taylor's current role in providing tailored financial advice and services.