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
- Director - Client Relationship Manager @ (August 2024 - Present)
- Regional Insurance Specialist @ (March 2022 - August 2024)
- Founder @ Alliegance Insurance Wealth Structuring (January 2018 - August 2024)
- 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
- 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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