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Charles Taylor, CFA
GTM Coach | Mentor | Advisor | MBA | CFA
Charles Taylor, CFA, is a seasoned professional with a CFA charter and over 15 years of sales, business development, and finance experience across various industries like SaaS, FinTech, RegTech, and Blockchain. He specializes in advising and providing fractional sales leadership to B2B startups, particularly those targeting technical audiences. Charles has a strong track record of being an early or first sales hire at startups, including well-known names like Plaid, Berbix, and Meld.io. His advisory focus centers on assisting startups in achieving product-market fit, acquiring initial customers, and building effective sales strategies for sustainable growth.