Rachel Taylor
About Rachel Taylor
Rachel Taylor is a Senior Wealth Strategy Associate at UBS, specializing in Private Wealth Management with over 25 years of experience in the financial services industry. Her career includes roles in wealth management, international sales, and marketing across various prestigious firms.
Work at UBS
Rachel Taylor has been serving as a Senior Wealth Strategy Associate in Private Wealth Management at UBS since 2018. In this role, she focuses on providing tailored wealth management solutions to clients in the Greater San Diego Area. Her extensive experience in the financial services industry enhances her ability to address complex client needs effectively.
Previous Experience in Financial Services
Before joining UBS, Rachel Taylor held various positions in the financial services sector. She worked as a Relationship Manager at TD Ameritrade Institutional for one month in 2017. Prior to that, she was a Wealth Associate at BNY Mellon Wealth Management from 2017 to 2018 and served as a Product Manager at BNY Mellon from 1998 to 2000. Additionally, she managed the Trading Division at Brandes Investment Partners from 2000 to 2004.
Background in International Sales and Marketing
Rachel Taylor has a strong background in international sales and marketing, having worked in significant roles in both New York City and London. She served as Assistant Vice President of International Sales & Marketing at BNY Mellon from 1996 to 1998 and as a Graduate Trainee in the same field at J.P. Morgan from 1994 to 1996. This diverse experience has contributed to her versatility in the financial sector.
Education and Expertise
Rachel Taylor earned a Bachelor of Arts degree in German Area Studies from the University of Oregon, where she studied from 1989 to 1993. Her educational background complements her extensive professional experience in wealth management and international sales, allowing her to navigate complex financial landscapes.
Career Progression in Wealth Management
With over 25 years of experience in the financial services industry, Rachel Taylor has transitioned from roles in international sales and marketing to wealth management. Her career progression illustrates her adaptability and commitment to the financial sector, particularly in managing trading divisions and providing wealth management solutions.