Brian Murray Email & Phone Number
Director - Client Relationship Manager @ Winged Keel Group
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Brian Murray Location
- Phoenixville, PA, US
Brian Murray Work
- 2024 -now Director - Client Relationship Manager @
- 2022 -2024 Regional Insurance Specialist @
- 2018 -2024 Founder @ Alliegance Insurance Wealth Structuring
- 2014 -2017 Director of Wealth Structuring @
- 2007 -2014 Wealth Structuring Specialist @
- 2005 -2007 Accout Executive @
- 1999 -2005 Brokerage Manager @
Brian Murray Education
- York College of Pennsylvania
Bachelor of Science (BS) (Marketing)
1995-1999 - Portland High School 1991-1995
Brian Murray Skills
- Retirement Planning
- Wealth Management
- Fixed Annuities
- Series 7
- Financial Planning
- Estate Planning
- Mutual Funds
- Series 63
- Investment Advisory
- Leadership
- Banking
- Budgets
- Microsoft Office
Brian Murray Summary
- Brian Murray, based in Phoenixville, PA, US, is currently a Director - Client Relationship Manager at Winged Keel Group. Brian Murray brings experience from previous roles at Crump Life Insurance Services, Alliegance Insurance Wealth Structuring, Quadrant Private Wealth and Merrill Lynch. Brian Murray holds a 1995 - 1999 Bachelor of Science (BS) in Marketing @ York College of Pennsylvania. With a robust skill set that includes Retirement Planning, Wealth Management, Fixed Annuities, Series 7, Financial Planning and more. Brian Murray has 1 emails and 2 mobile phone numbers on RocketReach.
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