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Charles Taylor, CFA

GTM Coach | Mentor | Advisor | MBA | CFA

Charles Taylor, CFA, brings over 15 years of expertise in sales, business development, and finance across diverse industries such as SaaS, FinTech, RegTech, and Blockchain. He is recognized for his role as an advisor and fractional sales leader, supporting B2B startups targeting technical audiences. Charles has a rich history of being an early or pioneering sales hire at notable companies, including Plaid, Berbix (acquired by Socure), and Meld.io. His primary focus revolves around guiding startups to attain true product-market fit, facilitating the acquisition of initial customers, and crafting effective sales strategies for organizational growth and scalability.

Highlights

Jun 18 · linkedin

I cannot overstate how good of a write-up / deep-dive this is on the state of #openbanking / data aggregation. This is basically the Coles Notes (#iykyk 😜) of data aggregation. Quiltt shoutout too! Tip of the hat Alex Johnson and Fintech Takes

Feb 19 · linkedin

I'm excited to be joining the Quiltt team at Fintech Meetup this year!

There is so much we're building and I'm excited to share it with you.

If you'll be in Las Vegas this year, meet us at Booth #SS25. Or feel free to drop me a DM or leave a comment below if you want to schedule a meetup!

Looking forward to seeing everyone there!

#FintechMeetup #Innovation #Quiltt #FinancialTechnology #Networking #Fintech #FintechStartups

Charles Taylor, CFA
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Location

San Francisco, California, United States