Zane Taylor

Current Employers

Employment History

• 03/2021 → 08/2021
  Independent Brokerage Solutions Llc
  New York, NY
• 03/2021 → 08/2021
  Masterworks Investor Services Llc
  New York, NY
• 08/2016 → 06/2020
  University Of Denver Center For Sustainability
  Denver, CO
• 06/2017 → 08/2017
  Dudleys On Short
  Lexington, KY
• 06/2018 → 08/2018
  The Little Nell
  Aspen, CO
• 08/2020 → 01/2021
  Rathod Mohamedbhai
  Denver, CO
• 11/2021 → 11/2021
  N/A
  New York, NY
• 02/2022 → Present
  Sanford C. Bernstein & Co., Llc
  New York, NY

Other Businesses

Count: 1 1) BusinessName: NYC Lead Generation INVESTMENT RELATED: No ADDRESS: 911 Greene Ave, Brooklyn, NY, 11221 NATURE OF BUSINESS: NY Commercial Cleaning Quotes is an early-stage, independent B2B lead-generation business focused on commercial cleaning services. The business operates a website and intake form where businesses seeking recurring commercial cleaning services can submit quote requests. Target customers include office managers, dental offices, medical offices, gyms, retail businesses, and other commercial properties. The business matches qualified commercial cleaning quote requests with local commercial cleaning companies based on service area, property type, and basic project criteria. Revenue is expected to come from cleaning companies that pay for qualified lead opportunities or prepaid lead packages. The business does not perform cleaning services directly, does not employ cleaning staff, and does not manage cleaning operations for clients. The business is currently in a testing and validation stage. Activities are intended to be conducted outside of working hours, using personal equipment and personal accounts, and are unrelated to my employer’s business, clients, confidential information, or job responsibilities. If successful, I plan to expand this model to different blue-collar industries for lead generation, as well as other markets in the USA. POSITION: Owner RELATIONSHIP: 2026-05-18 APPROXIMATE NUMBER HOURS: 10 hours/month, 0 hours during trading hours YOUR DUTIES: • Creating and maintaining a basic landing page and lead intake form. • Building and maintaining a simple CRM/tracking spreadsheet. • Researching and contacting local commercial cleaning companies as potential lead-generation clients. • Speaking with prospective vendors to understand their service areas, desired property types, pricing, and lead preferences. • Drafting basic outreach materials, operating procedures, and client onboarding materials. • Reviewing inbound quote requests and matching them to appropriate cleaning-company vendors. • Tracking business expenses, vendor status, lead status, and payment status. • Coordinating third-party tools such as Google Workspace, Google Sheets, Make, Calendly, and Stripe. • Consulting with legal, tax, or business professionals as needed before formalizing contracts or business formation documents.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-20
• S63 Uniform Securities Agent State Law Examination
  2021-05-05