Judy Taibi

Advisory & Board Member

Biography

Judy has over 30 years Wall Street corporate experience in institutional sales, sales management and client servicing. She has worked in senior roles at major global financial services firms including Smith Barney and Citi where she managed a national staff of over 150 employees and was responsible for creating and delivering national and regional training events for over 700 financial advisors.  She also held senior sales positions at several international and domestic money management firms including Trilogy Advisors and Sage Advisory Services. As an entrepreneur, Judy founded and managed Ingenuity Partners and Tai Trust. Both companies worked with mid- sized regional companies to measurably increase new business development, enhance the sales process, increase effectiveness of marketing and branding and sharpen competitive advantages.

Taibi is currently the CEO of J. Taibi Group, LLC – Sandler Training in Delaware where her company is the only certified practice in the state.  Judy graduated with a BS degree from New York University and held the Certified Investment Management Analyst designation from Wharton School of the University of Pennsylvania.

Chronology

2014-Present
CEO, The J. Taibi Group, LLC
2008-2011
Principal, Valley Forge Capital Advisors
2005-2008
President, Ingenuity Partners
2001-2004
President, Tai Trust
1981-2001
COO/SVP, Smith Barney

Skills

Mutual Funds100%
Investment Advisory95%
Private Equity90%
Portfolio Management 80%

Contact Info

Phone : (1)- 877-909-6456

Email : info@dronepayo.com