Steven Taylor, Rockland Trust | Find your best path for intro

Steven Taylor

Director Of Financial Planning

🏢 Job Change

(a month ago)

Rockland Trust

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CRM Data

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Account Type***** *****

Account Owner******* ****

Account Opps/Deals

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Closed Won • Oct 24

****K $

Closed

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Past Champion

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Stevens’ Career Overlaps

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Worked in execs roles at *** together from 2021-2024

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Worked in the same department at *** together from 2021-2024

Stevens’ Past Experience

Rockland Trust
Director of Financial Planning
Dec 24 - Present
Pnc
Wealth Strategist II
Oct 22- Dec 24
Emoney Advisor
Senior Financial Planner
Mar 19- Oct 22

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