Bob Murphy Email & Phone Number
Chief Operating Officer @ United Asset Strategies, Inc.
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Bob Murphy Location
- New York, NY, US
Bob Murphy Work
- 2022 -now Chief Operating Officer @
- 2000 -2021 Managing Director and Divisional Vice President @
- 2000 -2006 Regional Vice President (TD Waterhouse) @
- 2000 -2002 Sales DIrector @
- 1993 -2000 Retail Business Development Manager and various other branch positions @
Bob Murphy Education
- College for Financial Planning
MS (Finance-Financial Planning Concentration)
2001-2003 - State University of New York
Bachelors degree (Business Finance)
Bob Murphy Skills
- Leadership
- Sales Management
- Strategy
- Change Management
- Business Strategy
- Series 63
- Mutual Funds
- Wealth Management
- Investment Advisory
- Securities
- 401k
- Investments
- Retirement Planning
- Asset Allocation
- Financial Services
- Investment Strategies
- Risk Management
- Strategic Financial Planning
- Retirement
- Financial Planning
- Investment Management
- Financial Advisory
- Customer Relationship Management (CRM)
- Securities Regulation
- Estate Planning
- Business Management
- Retail Sales
- Series 7
- Sales
- Business Development
- Business Relationship Management
- Interpersonal Skills
- Relationship Building
- Team Leadership
- Management
- English
- Uniform Combined State Law
- Series 24
- FINRA
- Investment Sales
- Interpersonal Relationships
- Client Relationships Strengthening
- Long Term Relationship Building
- Personal Financial Planning
- Certified Financial Planner
- Business Relationship Building
- New Business Development
Bob Murphy Summary
- Bob Murphy, based in New York, NY, US, is currently a Chief Operating Officer at United Asset Strategies, Inc.. Bob Murphy brings experience from previous roles at TD Ameritrade and Charles Schwab. Bob Murphy holds a 2001 - 2003 MS in Finance-Financial Planning Concentration @ College for Financial Planning. With a robust skill set that includes Leadership, Sales Management, Strategy, Change Management, Business Strategy and more. Bob Murphy has 1 emails and 2 mobile phone numbers on RocketReach.
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Bob Murphy
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New York, NY, US
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