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Adam Murrell Location
Toronto, ON, CA
Adam Murrell Work
Family Wealth Advisor @ (January 2023 - Present)
Team Lead, Client Transitions @ (December 2018 - January 2023)
Portfolio Administrator @ (December 2017 - November 2018)
Junior Portfolio Administrator @ (September 2017 - November 2017)
Skilled Labourer @ Amar and associates (May 2012 - February 2017)
Skilled Labourer @ Viktorian Sheet Metal (July 2013 - August 2014)
Cashier and grocery @ (September 2007 - December 2011)
Adam Murrell Education
McMaster University
Bachelor's degree (Economics)
2015-2017
McMaster University
Bachelor's degree (Psychology)
2011-2015
Adam Murrell Skills
Investment Management
Alternative Investments
Family Wealth Management
Financial Planning
Data Analysis
Communication
Account Management
Account Reconciliation
Business Relationship Management
Fund Administration
Microsoft Excel
Customer Relationship Management (CRM)
Financial Services
Adam Murrell Summary
Adam Murrell, based in Toronto, ON, CA, is currently a Family Wealth Advisor at Bellwether Family Wealth. Adam Murrell brings experience from previous roles at Bellwether Investment Management Inc. and Amar and associates. Adam Murrell holds a 2015 - 2017 Bachelor's degree in Economics @ McMaster University. With a robust skill set that includes Investment Management, Alternative Investments, Family Wealth Management, Financial Planning, Data Analysis and more. Adam Murrell has 2 emails on RocketReach.
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