Lance Murphy Email & Phone Number
Senior Vice President of Wealth Management @ Raymond James
5 free lookup(s).
Lance Murphy Location
- Houston, TX, US
Lance Murphy Work
- 2022 - now Senior Vice President of Wealth Management @
- 2019 - 2022 Financial Advisor @
- 2018 - 2019 Managing Director, Private Markets - Head of Intermediary Product Management @
- 2017 - 2018 Wealth Advisory and Asset Management Consulting @ PlusColumn LLC
- 2011 - 2015 President, EVP @
- 2010 - 2011 Managing Director @ Kiski Group Inc.
- 2008 - 2010 Divisional Director @ Hines
- 1999 - 2008 Executive Director, National Sales Manager @ Van Kampen Investments
- 1996 - 1999 Regional Manager @ Lord Abbett
- 1994 - 1996 Marketing Specialist @ AIM Management
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 3 emails on RocketReach.
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Top Raymond James Employees
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Al Caudullo
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Mercedes van Woerkom
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Stephen Kruchten
President - Financial Institutions Division
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Evan Mayer
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