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 on RocketReach.
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Top United Asset Strategies, Inc. Employees
Michael Riccardi
President
Cold Spring Harbor, NY, US
Matthew Delorenzo
Chief Executive Officer
New York, NY, US
Rich Sajkoski
Managing Director, Client Development
Seaford, NY, US
Shane Miller
Vice President Financial Planning
Garden City, NY, US
Thomas Healy
Chief Portfolio Strategist
Garden City, NY, US
M. Riccardi
Portfolio Manager
Huntington Station, NY, US
Marisa Smith
Director, Client Development
Morristown, NJ, US
Robin Bischoff
Managing Director, Client Experience
Mineola, NY, US
Yvette Wheeler
Customer Service Specialist
New York, NY, US
Bob Murphy
Chief Operating Officer
New York, NY, US
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