Alex Murphy Email
Chief Operating Officer @ Cedarwood Financial Partners
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Alex Murphy Location
- Houston, TX, US
Alex Murphy Work
- Chief Operating Officer @ (December 2022 - Present)
- New Financial Advisor Performance Leader @ (August 2020 - December 2022)
- Financial Advisor @ (November 2013 - December 2022)
- Financial Advisor Career Development @ (July 2013 - November 2013)
- Assistant to Executive Director @ Economic Development Partners (October 2012 - June 2013)
- Agent @ Aflac (August 2011 - October 2012)
- Founder and Director @ Garrard County Soccer Association (January 2011 - May 2011)
- Student @ (September 2007 - May 2011)
Alex Murphy Education
- Centre College
History (Anthropology)
2007-2011 - College of Financial Planning
Chartered Retirement Planning Counselor (CRPC®)
2017 - College of Financial Planning
Accredited Asset Management Specialist
2016 - Centre College
Alex Murphy Skills
- Affluent Investors
- Asset Allocation Strategies
- Behavioral Finance
- Charitable Giving Planning
- Communication
- Detail Oriented
- Established Process
- Estate and Legacy Strategies
- Financial Assessment
- Financial Strategies
- Fundraising
- High Net Worth Individuals
- Inheritance Planning
- Investment Strategies
- Investments
- Life Insurance
- Portfolio Review
- Portfolio Strategies
- Public Speaking
- Quantitative Analytics
- Recovery Strategies
- Risk Audits
- Second Opinions
- Strategic Partnerships
- Wealth Protection Strategies
Alex Murphy Summary
- Alex Murphy, based in Houston, TX, US, is currently a Chief Operating Officer at Cedarwood Financial Partners. Alex Murphy brings experience from previous roles at Edward Jones and Economic Development Partners. Alex Murphy holds a 2007 - 2011 History in Anthropology @ Centre College. With a robust skill set that includes Affluent Investors, Asset Allocation Strategies, Behavioral Finance, Charitable Giving Planning, Communication and more. Alex Murphy has 1 emails on RocketReach.
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