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Rich Taylor

Senior Financial Technology Leader | Mentor | Exceptional Problem Solver | Cost Basis Expert

Rich Taylor is a senior executive leader with a diverse background in Financial Services, Technology, Relationship Management, and Product Management. With 10 years of extensive Cost Basis experience, he has managed various cost basis products like Broadridge Tax Lot Engine, Aspire Portfolio Accounting, and Scivantage Maxit. Additionally, Rich has 10 years of Product Management expertise focusing on Advisor Desktop and Wealth Management products. He also brings in 15 years of Account Management experience, where he successfully worked with Brokerage clients on contract negotiations, project management, and serving as a senior-level contact between ADP Brokerage Services and client firms.

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Location

New York City Metropolitan Area