Sara Taylor, Director, Turtlebay Advisory Services

Sara Taylor, Director, Turtlebay Advisory Services

Sara? has over 20 years of executive leadership experience valuing and trading loans in both a principal and in an advisory capacity. Sara has a focus on the financial services industry using technology to leverage risk management and business processes. She has worked with companies such as Wells Fargo, US Bank, Toyota Financial, UBS and others.

Sara?s previous experience includes over 15 years serving as the Secondary Markets Executive for various firms where she lead the transaction and servicing portfolios structuring for ABN Amro, Ocwen Financial and Chevy Chase Bank, FSB. Sara was instrumental in bringing Bank Rate Monitor into the digital age, moving the database from a paper newsletter to a public company.

For several years, Sara served as the Vice President of Business Development for Fiserv where her focus centered on developing business-to-business partnerships for commercial banking operation, payment systems, data aggregation and designing technology solutions for shared environments.

Sara holds degrees in Finance from the Pennsylvania State University and has been a FINRA 7, 24, 36 licensees.

All Events Of Sara Taylor, Director, Turtlebay Advisory Services

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The events hosted by FSO Knowledge Xchange are the premier setting for financial services professionals to gain the latest knowledge on business transformations to gain a competitive advantage.

FSO Knowledge Xchange events are well-organized with exceptional content, distinguished speakers and valuable networking opportunities.

The high caliber of attendees at FSO Knowledge Xchange’s events draws us to continue our participation from year to year with FSOkx. We gained some valuable leads as a result of our involvement with FSOkx Events.

The forum was well done overall. It was a great opportunity to network with a well-rounded mix of presenters.

Sara Taylor, Director, Turtlebay Advisory Services