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Rob Taylor
Directeur Général chez Taylor & Morgan Asset Management LLC
Profil
Mr. Robert T.
Taylor, CPA, is a Partner at Taylor & Morgan Asset Management LLC.
He leads the firm's business advisory and financial services groups.
His responsibilities include providing transactional support to companies and managing investments through Taylor & Morgan Asset Management.
He has extensive experience analyzing companies' financial positions for a restructuring plan, valuation, acquisition or investment.
Prior to joining Taylor & Morgan, he worked in the turnaround and litigation support groups at O'Keefe and Associates.
He also worked at KPMG, where he primarily dealt with tax issues surrounding mergers and acquisitions.
While in that role, he specialized in the taxation of mergers, acquisitions, asset sales, stock sales and restructurings from both the Federal and state tax perspective.
He received his undergraduate degree from Alma College and a graduate degree from Michigan State University.
He is a licensed attorney and CPA who also holds his series 7 and 66 licenses.
He is a Certified Valuation Analyst , Certified in Financial Forensics and a Certified Turnaround Professional Designated.
Postes actifs de Rob Taylor
Sociétés | Poste | Début |
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Taylor & Morgan Asset Management LLC
![]() Taylor & Morgan Asset Management LLC Investment ManagersFinance Taylor & Morgan Wealth Management LLC (Taylor & Morgan) is an independent registered investment advisor headquartered in Flint, Michigan. The firm was founded by Thomas “Tom” Taylor in 1982 and do-business-as Taylor & Morgan Asset Management. Taylor & Morgan provides investment advice and/or management supervisory services to individuals and pension and profit-sharing plans. | Directeur Général | 01/02/2011 |
Formation de Rob Taylor
Michigan State University | Graduate Degree |
Alma College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
Entreprise privées | 1 |
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Taylor & Morgan Asset Management LLC
![]() Taylor & Morgan Asset Management LLC Investment ManagersFinance Taylor & Morgan Wealth Management LLC (Taylor & Morgan) is an independent registered investment advisor headquartered in Flint, Michigan. The firm was founded by Thomas “Tom” Taylor in 1982 and do-business-as Taylor & Morgan Asset Management. Taylor & Morgan provides investment advice and/or management supervisory services to individuals and pension and profit-sharing plans. | Finance |