Kimberly Murphy Email & Phone Number
VP, Director of Financial Planning @ Park Edge Advisors
5 free lookup(s).
Kimberly Murphy Location
- Cleveland, OH, US
Kimberly Murphy Work
- 2022 -now VP, Director of Financial Planning @
- 2022 -now Adjunct Professor @
- 2020 -now Vice President, Director of Financial Planning @ The Lowrie Wealth Management Group
- 2005 -2020 Director of Financial Planning Services @
- 1996 -2005 Business Analyst, Financial Planner, Business Development Consultant @ McDonald Investments/Key Bank
Kimberly Murphy Education
- College for Financial Planning
Master of Science - MS (Financial Planning and Services)
2016-2017 - Cleveland State University
Master of Business Administration (MBA) (MBA)
1999-2001 - Mercyhurst University 1990-1994
Kimberly Murphy Skills
- Wealth Management
- Financial Planning
- Series 7
- Asset Allocation
- Mutual Funds
- Investment Advisory
- Investments
- Portfolio Management
- Retirement Planning
- Finance
Kimberly Murphy Summary
- Kimberly Murphy, based in Cleveland, OH, US, is currently a VP, Director of Financial Planning at Park Edge Advisors. Kimberly Murphy brings experience from previous roles at John Carroll University, The Lowrie Wealth Management Group, Thomas McDonald Partners LLC and McDonald Investments/Key Bank. Kimberly Murphy holds a 2016 - 2017 Master of Science - MS in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Wealth Management, Financial Planning, Series 7, Asset Allocation, Mutual Funds and more. Kimberly Murphy has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Park Edge Advisors Employees
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Matt Gordillo
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