Taylor K. Hall
New York,NY
Summary
Client-focused finance and real estate professional with experience supporting customized financial plans, managing high-volume client activity, conducting market research, and delivering responsive service. Skilled in CRM systems, Excel, data tracking, presentation development, and confidential information management, with a proven ability to collaborate across investment, compliance, marketing, and real estate teams. SIE-qualified and recognized for strong communication, organization, attention to detail, and relationship-building.
Overview
3
3
years of professional experience
Work History
Independent Pet Care Provider
Wag!
05.2023 - Current
- Earned a five-star rating across 200+ independently managed services through dependable scheduling, proactive client communication, and trusted in-home care.
Financial Representative
Northwestern Mutual
06.2025 - 03.2026
- Managed a high-volume client pipeline, scheduling approximately 25 consultations per week and coordinating 5-10 daily meetings, follow-ups, cancellations, and rescheduling.
- Partnered with senior advisors to develop customized financial strategies aligned with clients' short- and long-term personal, professional, and financial goals.
- Prepared tailored client presentations and maintained detailed, confidential CRM records to support meeting continuity, accurate follow-through, and compliant handling of client information.
- Collaborated with investment, compliance, and marketing teams to resolve client needs, refine recommendations, and create client-facing materials and professional branding.
Financial Representative Intern
Northwestern Mutual
01.2025 - 05.2025
- Supported senior advisors in client discovery meetings by researching client needs, documenting discussions, and contributing to individualized financial-planning strategies.
- Completed insurance licensing preparation and formal training in risk-management products, relationship building, wealth-management concepts, and client communication.
Social Media Manager
The Hillel Team @ Compass Real Estate Agency
08.2023 - 12.2023
- Developed a comprehensive 28-page proposal including 10 new content ideas and over 50 long-term creative strategies, providing actionable steps and detailed prompts, resulting in sustained engagement.
- Produced content 7 days a week, including cover pages, posts, and well-written captions, utilizing graphic design skills for the Instagram.
- Tracked data analytics in Excel to optimize content performance, leading to a measurable increase in engagement rates.
- Collaborated with the social media director and team through regular meetings, ensuring alignment with the team’s vision and goals.
Real Estate Associate
Compass Real Estate Agency
05.2023 - 08.2023
- Scheduled 20+ clients daily for open houses, each spanning 2 hours, and worked in a high-pressure environment with the responsibility of answering all questions regarding finances, units, buildings, and neighborhood, enhancing productivity by averaging a closing time of 1 week.
- Built rapport by fostering trusting and long-term relationships with clients, ensuring their needs were consistently met through active advising.
- Collaborated with other real estate agents to identify and present the most valuable properties tailored to each client’s needs, enhancing client satisfaction and property acquisition.
- Conducted market analysis using private CRM software and public digital platforms to organize listings and secure new properties.
- Applied intermediate Spanish skills to overcome language barriers to communicate with non-English speaking superintendents.
Education
Bachelor of Science - Supply Chain Management, Real Estate
Syracuse University, Whitman School of Management
Syracuse, NY05.2025
Skills
- Microsoft Excel and Word
- PowerPoint and Outlook
- CRM systems
- Client relationship management
- Financial planning support
- Presentation development
- Data analysis and tracking
- Confidential information handling
- Problem solving
- Time management
- Team collaboration
Campus Involvement
- Delta Phi Epsilon Sorority, 02/22, 05/25
- Investment Club, Whitman School of Management, 09/21, 05/25
- Real Estate Club, Whitman School of Management, 09/21, 05/25
Leadership Experience
- External Philanthropy Coordinator, Delta Phi Epsilon, 01/23, 05/25, Communicating, educating, and creating awareness of all philanthropic events across 26 Greek organizations., Ensuring active participation in each philanthropic event on campus through consistent updates, announcements, and reminders.
- Whitman Peer Mentor, Whitman School of Management, 06/22, 10/22, Advised and mentored 17 freshmen; actively contacted and communicated with mentees throughout the summer before they came to school and throughout their first couple of months as brand-new students., Directed mentees to their classes and orientation; hosted weekly meetings to provide information about campus resources, insights of Whitman and answering relevant questions they may have.
Timeline
Financial Representative
Northwestern Mutual
06.2025 - 03.2026
Financial Representative Intern
Northwestern Mutual
01.2025 - 05.2025
Social Media Manager
The Hillel Team @ Compass Real Estate Agency
08.2023 - 12.2023
Independent Pet Care Provider
Wag!
05.2023 - Current
Real Estate Associate
Compass Real Estate Agency
05.2023 - 08.2023
Bachelor of Science - Supply Chain Management, Real Estate
Syracuse University, Whitman School of Management