Taylor Persechini brings valuable experience in operations and brokerage services to his role as Operations Associate at Centerpoint Advisors. With a background in both retail and institutional operations at Fidelity Investments, Taylor is focused on improving internal processes and enhancing the client experience through accuracy, responsiveness, and thoughtful support.

Working at Centerpoint:

Taylor joined Centerpoint in 2021. He has taken a hands-on approach to ensuring client operational needs are met with efficiency and care. Using his extensive background in streamlining client operations, Taylor works directly with our Director of Client Operations to ensure accurate account functions, cash flow planning, and account opening and registration. Taylor works across departments to handle a variety of operational requests, including our investment team to plan for client liquidity needs or requests.

Background:

Taylor earned his B.S. in Finance from Bryant University, where he was an active member of the Delta Chi fraternity. Prior to joining Centerpoint, he worked at Fidelity Investments on both the retail and institutional sides, handling complex operational requests for individual clients, RIAs, and brokerage firms.