Taylor G.
4.9
(7)
Studied at Gabelli School of Business
Works at Hudson Advisors
Successful clients at
Available tomorrow at 3:30 PM UTC
Availability is flexible and can accommodate evenings and weekends when needed. Sessions are scheduled in advance to align with each client’s timeline and exam date.
Questions? Start chatting with this coach before you get started.
About Taylor
I’m a finance professional and FINRA exam instructor with experience teaching the SIE and Series 7 to candidates from a wide range of backgrounds. In my full-time role in wealth and investment management, I work daily with the same products and regulations covered on these exams, which allows me to teach the material in a practical, real-world way. I’ve spent the past several years helping students prepare for FINRA licensing through structured courses and one-on-one coaching, focusing on clarity, exam strategy, and confidence building. My approach is especially helpful for first-time test takers and career switchers who want a clear, guided path through the material rather than generic study advice.
Why do I coach?
I coach because I’ve seen how overwhelming FINRA exams can feel without proper guidance, especially for candidates who are new to finance or balancing studying with work. A structured approach and the right mentor can make a significant difference in both confidence and outcomes. Coaching allows me to help candidates move beyond memorization and truly understand the material, while also learning how FINRA tests concepts. I enjoy helping clients gain confidence, reduce anxiety around the exam, and walk into test day feeling prepared and in control.
Work Experience
Adjunct Professor
Hudson Advisors
2025 - Present
Finance, Securities and +10 skills
Associate, Consulting Investment Solutions Group
Morgan Stanley
January 2022 - Present
Fixed-Income Investing, Quantitative Research and +12 skills
2025 Consultant
Impact Initiative
January 2025 - May 2025
The fellowship aims to diversify the talent pipeline for impact investing and sustainable finance. The curriculum focuses on foundational skills for entrepreneurs, investors, and professionals seeking to drive impact through finance, while building a strong global network of industry leaders. Corporate Social Responsibility, Investment Management and +3 skills
Corporate Finance Intern
Unilever
May 2021 - December 2021
Consumer Products, E-commerce SEO and +7 skills
Financial Advisor
Bank of America
May 2019 - May 2021
Client Services, Wealth Management Services and +5 skills
Education
Gabelli School of Business
Master of Science - MS, Global Finance - Investment Management
2020 - 2021
Activities and societies: -Fordham Graduate Finance Society -Omicron Delta Epsilon International Honor Society -Fordham Private Equity & Venture Capital Financial Services
State University of New York at Albany
Bachelor of Science (B.S.), Business/Managerial Economics
2014 - 2018
Grade: 3.76 Activities and societies: -National Association of Black Accountants -Fashion Association of Collegiate Entrepreneurs -Albany Alternative Investment Club -Albany Currency Traders My program of study will prepare me in the functional areas of finance including, investment banking, personal and corporate finance; accounting, including financial accounting, managerial accounting, and accounting information systems ; global economics
7 Reviews
Overall Rating
4.9
Taylor has helped Leland clients get into Ford Motor Company
Taylor has helped clients achieve these scores on the FINRA Exams (Series 7 & SIE)