Connor Murphy Email & Phone Number
Associate Wealth Advisor @ SCHWAB WEALTH INVESTMENT ADVISORY, INC.
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Connor Murphy Location
- Lone Tree, CO, US
Connor Murphy Work
- 2022 - now Associate Wealth Advisor @
- 2021 - now Senior Associate Private Client Advisor @
- 2021 - 2021 High Net Worth Specialist @
- 2020 - 2021 Margin and Options Trader @
- 2020 - 2020 Equity Trader @
- 2020 - 2020 Mutual Fund Trader @
- 2020 - 2020 Financial Services Professional @
- 2017 - 2019 Financial Analyst @
- 2017 - 2017 Independent contractor. English, writing, sociology, statistics. @
- 2016 - 2017 Client Advisor @ BMW
- 2016 - 2016 BMW Genius Manager @ BMW
- 2015 - 2016 BMW Genius @ BMW
- 2012 - 2013 Learning Leader @
Connor Murphy Education
- Florida State University
Bachelor of Science (B.S.) (Sociology, Statistics, Writing)
2013 - 2015
Connor Murphy Skills
- Data Analysis
- Management
- Communication
- Risk Management
- Market Research
- Research
- Due Diligence
- Editing
- Retirement Planning
- Sales
- Investments
- Customer Relationship Management (CRM)
- Marketing
- Financial Planning
- Trading
- Finance
- Writing
- Wealth Management
- Financial Services
- Social Media Marketing
- Public Relations
- Microsoft Office
- Microsoft Excel
- LexisNexis
- Salesforce.com
- Microsoft Word
- Prezi
- Microsoft PowerPoint
- Leadership
- Team Leadership
- Public Speaking
- Presentations
- Interpersonal Skills
- Accountability
- time management
- Team Management
- teamwork
- Customer Service
- Retirement Income Strategies
- Personal Finance
- Data Analytics
- Wealth Accumulation
- Pivot Tables
- Vlookup
- Financial Modeling
- eMoney
- Salesforce
- Problem Solving
- Financial Analysis
Connor Murphy Summary
- Connor Murphy, based in Lone Tree, CO, US, is currently a Associate Wealth Advisor at SCHWAB WEALTH INVESTMENT ADVISORY, INC.. Connor Murphy brings experience from previous roles at Charles Schwab and Fidelity Investments. Connor Murphy holds a 2013 - 2015 Bachelor of Science (B.S.) in Sociology, Statistics, Writing @ Florida State University. With a robust skill set that includes Data Analysis, Management, Communication, Risk Management, Market Research and more. Connor Murphy has 3 emails and 2 mobile phone numbers on RocketReach.
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Top SCHWAB WEALTH INVESTMENT ADVISORY, INC. Employees
James Kunkel
Senior Financial Planner
Fishers, IN, US
Greg Perkin
Senior Regional Manager- Specialists
Denver, CO, US
Gregg Tabor
Wealth Advisor
Maitland, FL, US
Sarah Connolly
Senior Wealth Advisor - Schwab Wealth Advisory
Chandler, AZ, US
Shane Donahue
Sr. Wealth Advisor
Orlando, FL, US
Anna Sinatra
Senior Financial Planner
Phoenix, AZ, US
Alberto Gallegos
Senior Wealth Advisor - Schwab Wealth Advisory, Inc.
San Diego, CA, US
Spencer Kozmata
Portfolio Strategist - Options
Lone Tree, CO, US
Beni Benavidez
Manager - Wealth Advisor
United States
Sean Campbell
Wealth Advisor
Phoenix, AZ, US
Spencer Weeks
Associate Wealth Advisor
Indianapolis, IN, US
Molly Msf
Senior Wealth Advisor
Gilbert, AZ, US
Patrick Kilkenny
Sr. Specialist Service Associate
Mesa, AZ, US
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