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Taylor UserTU
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Taylor User

@tayloruser6

I manage regulatory operations, consumer matters, and compliance workflows for financial services organizations.

United States
Message

What I'm looking for

I'm looking to bring my precision, client focus, compliance support, and case-management experience to wealth management operations.

I've managed regulatory operations in the Massachusetts Attorney General's Insurance & Financial Services Division, handling more than 50 active matters involving insurance carriers, financial institutions, and consumers.

As a Regulatory Paralegal, I served as the primary liaison for consumers, attorneys, opposing counsel, and state agencies while independently managing consumer complaints from intake through resolution. I reviewed financial records, insurance policies, disclosures, and legal documentation; tracked compliance deadlines; and kept case records and reporting accurate across a high-volume caseload.

I also led administration of a $7.6 million consumer settlement, working directly with more than 160 affected consumers. I built an Excel payout model, verified consumer information, explained distributions, and managed follow-up through final disbursement.

I'm ready to bring my precision, client communication, records management, and financial-services compliance support experience to wealth management operations.

Experience

Work history, roles, and key accomplishments

Office of the Attorney General of Massachusetts logoOM

Regulatory Paralegal, Insurance & Financial Services Division

Dec 2022 - Jan 2025 (2 years 1 month)

Managed 50+ active matters involving insurance carriers, financial institutions, and consumers; handled sensitive documentation, tracked compliance deadlines, and served as the primary liaison across attorneys, agencies, and clients. Led administration of a $7.6 million consumer settlement, building an Excel-based payout model and personally contacting 160+ consumers.

Education

Degrees, certifications, and relevant coursework

University of Massachusetts Boston logoUB

University of Massachusetts Boston

Bachelor of Arts, Biology

Bachelor of Arts in Biology with a minor in Mathematics from the University of Massachusetts Boston.

Tech stack

Software and tools used professionally

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