Lauren Taylor

Operations Associate

Joined Bell: 2011

Hidden Talent: baking

Inspiration: experiencing different cultures through travel

Lauren is an enthusiastic and self-motivated team player who is passionate about making a difference in the workplace and personally. In her role as Operations Associate, Lauren is deeply committed to providing outstanding client service and dedicated support to the Bell executive team. She skillfully manages administrative duties, provides technical and logistical support for multiple projects, meetings, and events, and uses her organizational skills to ensure smooth operations in a busy work environment. In addition to these responsibilities, Lauren manages the reception desk.

Lauren graduated from Saint Mary’s College in Moraga, earning a B.S. in Health Science, which built her professional skills in critical thinking, problem solving, leadership, information literacy, and information management. These techniques are invaluable to Bell operations. Find a need and Lauren is ready and able to fill it.  

As an Oakland native, Lauren is especially proud to serve as Volunteer Coordinator for our firm’s annual sponsorship of Rebuilding Together Oakland | East Bay. RTO | EB has a mission to “build community partnerships to rejuvenate neighborhoods through the rehabilitation of homes owned by low-income homeowners and non-profit facilities that serve low-income communities.” Giving back to the community in which she was raised is particularly meaningful to her.

Lauren is a die-hard lover of people, sports, cooking and dining, traveling, and adventure seeking — her dream is to continually learn and grow!  


Market Analysis

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2018 Schwab 1099 Availability

The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More

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