Taylor Jordan

Critic
DISC Type : C

Chief Operating Officer, Healthcare Investment Banking at Raymond James

St. Petersburg, Florida, United States

Overview

Taylor Jordan serves as the Chief Operating Officer for Healthcare Investment Banking at Raymond James, managing a strategic business unit focused on healthcare and biotechnology. He leverages a unique combination of legal and business expertise, holding both a J. D. and an MBA from Florida State University, to drive significant revenue growth.

He has a keen interest in the intersection of business and law, demonstrated by his leadership of the Business Law Society during his time at law school. Taylor also has a history of mentorship, having tutored student-athletes in complex subjects like economics, financial markets, and risk management.

Taylors background includes working as an Antitrust Law Clerk on complex commercial litigation cases involving international cartels and anti-competitive behavior.

Personality Overview

Precise

Critic

Negotiator

They like to take decisions independently and do not seek others' support often.  They are quite likely to negotiate on pricing or other key terms. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Healthcare Investment
As COO of Healthcare Investment Banking, he is responsible for business planning, forecasting, and managing the revenue pipeline for the healthcare and biotechnology sectors.
Financial Risk
Previously served as Senior Risk Manager for Global Equities & Investment Banking, mitigating institutional risk across 17 different business lines.
Private Equity
His current role includes responsibility for covering private equity firms on behalf of Raymond James' healthcare banking division.

Media Appearances

Taylor Jordan – Raymond James Healthcare Investment Banking Team Bio. Featured in Raymond James

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Work History

8-2021
Chief Operating Officer, Healthcare Investment Banking at Raymond James
9-2017 - 8-2021
Senior Risk Manager, Global Equities & Investment Banking at Raymond James
1-2015 - 8-2017
Corporate Internal Auditor at Raymond James
3-2013 - 4-2015
Antitrust Law Clerk at Kenny Nachwalter PA
12-2012 - 5-2013
Legal Research Assistant at Florida State University College of Law

Education

2011 - 2014
Doctor of Law (J.D.) from Florida State University College of Law
2013 - 2014
Master of Business Administration (MBA) from Florida State University - Herbert Wertheim College of Business

More Information

Social Presence :

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Exp : 13 Location : St. Petersburg, Florida, United States Job Level : Leadership Designation : Chief Operating Officer, Healthcare Investment Banking at Raymond James
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Insights For Selling To Taylor

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be formal and objective, they will appreciate it more
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try too hard to build a relationship with them
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Taylor is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Taylor

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Taylor move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Taylor take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Taylor

Personality Compatibility


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