Colleen Murphy Email & Phone Number
Vice President- Private Wealth Management @ Capital Wealth Advisors
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Colleen Murphy Location
- Naples, FL, US
Colleen Murphy Work
- 2017 -now Vice President- Private Wealth Management @
- 2014 -2017 Senior Wealth Director @
- 2012 -2014 Owner @ Colleen M Murphy Consulting Services
- 2010 -2012 President and CEO @ Community Foundation of Collier County, Inc.
- 2007 -2010 Market Executive @
- 2005 -2007 Financial Advisor @
Colleen Murphy Education
- State University of New York College at Oswego
Colleen Murphy Skills
- Private Banking
- Investment Management
- Personal Financial Planning
- Life Insurance
- Budget Preparation and Management
- Certified Public Accountant-inactive
- Deposit and Loan Growth
- Staff-Development, Coaching, Hiring, Performance Appraisals
- Trust Management
- Non Profit Leadership
- New Business Development
- Strategic Planning
- Nonprofits
- Mortgage Lending
- Finance
- Wealth Management
- Strategic Financial Planning
- Banking
- Asset Management
- Mutual Funds
- Asset Allocation
- Investment Advisory
- Business Planning
- Portfolio Management
- Loans
- Investments
- Wealth
- Securities
- Estate Planning
- Investment Strategies
- Alternative Investments
- Financial Services
- Retirement Planning
- Series 7
- Commercial Lending
- Credit
- Financial Analysis
- Equities
- Budgets
- Fixed Income
- High Net Worth Individuals
- Financial Planning
- Business Development
- Certified Public Accountant Inactive
- Performance Appraisals
- Staff Development
- Coaching
- Services
- Hiring
Colleen Murphy Summary
- Colleen Murphy, based in Naples, FL, US, is currently a Vice President- Private Wealth Management at CAPITAL WEALTH ADVISORS. Colleen Murphy brings experience from previous roles at BNY Mellon Wealth Management, Colleen M Murphy Consulting Services, Community Foundation of Collier County, Inc. and Gibraltar Private Bank & Trust. Colleen Murphy holds a State University of New York College at Oswego. With a robust skill set that includes Private Banking, Investment Management, Personal Financial Planning, Life Insurance, Budget Preparation and Management and more. Colleen Murphy has 1 emails and 2 mobile phone numbers on RocketReach.
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