Taylor Garlesky manages the Consultant Support Center and is based in Richfield, OH. She provides strategic direction for the team and is one of the senior contacts for external and internal consultant services.
In 2006, Taylor began her career in the financial services industry, joining Schwab Retirement Plan Services in 2011 as a communication consultant. She specialized in consulting with large and mega-market plan sponsors to develop customized communication programs for large, complex plans and diverse employee groups.
Before joining the company, Taylor was part of a leading financial institution where she spent time on strategic initiatives including reporting and analytics, incentive compensation programs, and product management.
Taylor holds a Bachelor of Business Administration with a concentration in Marketing from Ohio University. She is FINRA Series 7 and 63 licensed, and working toward earning the Qualified 401(k) Administrator (QKA) credential from the American Society of Pension Professionals & Actuaries (ASPPA).