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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.

Charles Taylor, CFA
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Location

San Francisco, California, United States