Director of Wealth Structuring @ (September 2014 - December 2017)
Wealth Structuring Specialist @ (May 2007 - September 2014)
Accout Executive @ (April 2005 - May 2007)
Brokerage Manager @ (June 1999 - April 2005)
Brian Murray Education
York College of Pennsylvania
Bachelor of Science (BS) (Marketing)
1995-1999
Portland High School 1991-1995
Brian Murray Skills
Estate Planning
Financial Planning
Fixed Annuities
Investment Advisory
Mutual Funds
Retirement Planning
Series 63
Series 7
Wealth Management
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 Estate Planning, Financial Planning, Fixed Annuities, Investment Advisory, Mutual Funds and more. Brian Murray has 1 emails and 2 mobile phone numbers on RocketReach.
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