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Adam Murrell Location
Toronto, ON, CA
Adam Murrell Work
2023 -now Family Wealth Advisor @
2018 -2023 Team Lead, Client Transitions @
2017 -2018 Portfolio Administrator @
2017 -2017 Junior Portfolio Administrator @
2012 -2017 Skilled Labourer @ Amar and associates
2013 -2014 Skilled Labourer @ Viktorian Sheet Metal
2007 -2011 Cashier and grocery @
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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