Bill Murphy Email & Phone Number
Vice President - Senior Wealth Advisor @ Tompkins Financial Advisors
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Bill Murphy Location
- Ithaca, NY, US
Bill Murphy Work
- Vice President - Senior Wealth Advisor @ (June 2013 - Present)
- Program Director - CFCU Wealth Management @ (August 2000 - June 2013)
- Associate Vice President @ (January 1997 - August 2000)
- Personal Banker - Branch Manager @ First Federal (August 1989 - January 1997)
Bill Murphy Education
- College for Financial Planning 2003-2005
- Wilkes University 1992-1995
- SUNY Broome Community College 1983-1986
- State University of New York College at Oswego
Bill Murphy Skills
- Account Management
- Financial Analysis
- Data Analysis
- Business Analysis
- Auditing
- Investment Strategies
- Asset Management
- Retirement Planning
- Portfolio Management
- Estate Planning
- Inheritance Tax Planning
- Charitable Gift Planning
- Wealth Management
- Financial Services
- Investments
- Wealth
- Investment Management
- Financial Planning
- Asset Allocation
- Banking
- Customer Service
- Management
- Wealth Management Services
- Certified Financial Planner
- Investment Advisory Services
- Financial Advisory
- Analytical Skills
- Strategic Planning
- Investment Advisory
- Wealth Accumulation
Bill Murphy Summary
- Bill Murphy, based in Ithaca, NY, US, is currently a Vice President - Senior Wealth Advisor at Tompkins Financial Advisors. Bill Murphy brings experience from previous roles at Beginnings Credit Union, HSBC and First Federal. Bill Murphy holds a 2003 - 2005 College for Financial Planning. With a robust skill set that includes Account Management, Financial Analysis, Data Analysis, Business Analysis, Auditing and more. Bill Murphy has 2 emails on RocketReach.
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