Lance Murphy Email & Phone Number
Senior Vice President of Wealth Management @ Raymond James
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Lance Murphy Location
- Houston, TX, US
Lance Murphy Work
- Senior Vice President of Wealth Management @ (January 2022 - Present)
- Financial Advisor @ (May 2019 - January 2022)
- Managing Director, Private Markets - Head of Intermediary Product Management @ (July 2018 - March 2019)
- Wealth Advisory and Asset Management Consulting @ PlusColumn LLC (January 2017 - July 2018)
- President, EVP @ (May 2011 - September 2015)
- Managing Director @ Kiski Group Inc. (October 2010 - May 2011)
- Divisional Director @ Hines (September 2008 - September 2010)
- Executive Director, National Sales Manager @ Van Kampen Investments (October 1999 - September 2008)
- Regional Manager @ Lord Abbett (October 1996 - September 1999)
- Marketing Specialist @ AIM Management (January 1994 - January 1996)
Lance Murphy Education
- Texas Tech University - Rawls College of Business
BBA (Finance)
1989-1993
Lance Murphy Skills
- Alternative Investments
- Investment Management
- Investments
- Mutual Funds
- Series 7
- Series 63
- ETFs
- Securities
- Investment Strategies
- Finance
- Portfolio Management
- Marketing
- Business Strategy
- Business Development
- Team Leadership
- Leadership
- Private Equity
- Hedge Funds
- Marketing Strategy
- Executive Management
- Strategic Leadership
- Cross-functional Team Leadership
- Team Management
- Strategy
- Financial Services
- management
- Sales
- Sales Management
- Sales Process
- Customer Relationship Management (CRM)
- Strategic Planning
- Enterprise Solution Sales
- Product Development
- Distribution Strategies
- Strategic Sales Plans
- Organizational Leadership
- Series 24
- General Securities Sales Supervisor
- Finra
- Asset Strategies
- Risk Assessment
- Wealth Stategies
- Risk Management
- Wealth Management
- Asset Managment
- Asset Management
- Project Management
- Social Media
- Cross Functional Team Leadership
- Financial Analysis
- Account Management
- Customer Relationship Management
Lance Murphy Summary
- Lance Murphy, based in Houston, TX, US, is currently a Senior Vice President of Wealth Management at Raymond James. Lance Murphy brings experience from previous roles at Edward Jones US, Invesco US, PlusColumn LLC and FS Investments. Lance Murphy holds a 1989 - 1993 BBA in Finance @ Texas Tech University - Rawls College of Business. With a robust skill set that includes Alternative Investments, Investment Management, Investments, Mutual Funds, Series 7 and more. Lance Murphy has 2 emails and 1 mobile phone numbers on RocketReach.
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