Supervisor - Client Operations @ (October 2005 - October 2009)
Client Services Assistant @ (January 2003 - October 2005)
Client Services Assistant @ Carroll, Frank and Plotkin, LLC (October 1999 - January 2003)
Kristi Murphy Education
Towson University
Bachelor of Arts (B.A.) (Finance and Financial Management Services)
1992-1997
Kristi Murphy Skills
Process Improvement
Financial Analysis
Finance
Banking
Vendor Management
Financial Advisory
Risk Management
Client Services
Client Relations
Financial Services
Securities
Account Management
Operations Management
Strategic Planning
Sales
Kristi Murphy Summary
Kristi Murphy, based in Ellicott City, MD, US, is currently a Exec. VP - Client Operations at Plotkin Financial Advisors, LLC. Kristi Murphy brings experience from previous roles at Plotkin Financial Advisors, LLC and Carroll, Frank and Plotkin, LLC. Kristi Murphy holds a 1992 - 1997 Bachelor of Arts (B.A.) in Finance and Financial Management Services @ Towson University. With a robust skill set that includes Process Improvement, Financial Analysis, Finance, Banking, Vendor Management and more. Kristi Murphy has 5 emails and 1 mobile phone numbers on RocketReach.
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