Lou Murray Email & Phone Number
Client Success Executive @ Vanguard
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Lou Murray Location
- West Chester, PA, US
Lou Murray Work
- Client Success Executive @ (January 2023 - Present)
- Relationship Manager @ (May 2022 - January 2023)
- Internal Regional Consultant, Defined Contribution Retirement Solutions @ (April 2018 - June 2022)
- Senior Sales Analyst @ (September 2016 - April 2018)
- Institutional Sales - Sales Analyst @ (November 2010 - September 2015)
- Investment Administration - Service Administrator @ (November 2005 - September 2010)
- Institutional Service Management - Business Technology Administrator @ (November 2002 - November 2005)
- Recordkeeping Services - Adjustments @ (November 1999 - November 2002)
Lou Murray Education
- West Chester University of Pennsylvania
Bachelor's degree (Psychology)
1999-2004 - Salesianum School
High School
1990-1994 - St. Aloysius Academy 1981-1990
Lou Murray Skills
- 401k
- Asset Allocation
- Data Analysis
- Defined Contribution
- FINRA
- Financial Services
- Institutional Sales
- Investments
- Mutual Funds
- Partner Relationship Management
- Pensions
- Qualified Retirement Plans
- Relationship Management
- Retirement
- Retirement Plan Consulting
- Securities
- Series 6
- Series 63
- Strategic Communications
- Team Mentoring
- Technology Integration
Lou Murray Summary
- Lou Murray, based in West Chester, PA, US, is currently a Client Success Executive at Vanguard. Lou Murray brings experience from previous roles at Vanguard. Lou Murray holds a 1999 - 2004 Bachelor's degree in Psychology @ West Chester University of Pennsylvania. With a robust skill set that includes 401k, Asset Allocation, Data Analysis, Defined Contribution, FINRA and more. Lou Murray has 4 emails and 1 mobile phone numbers on RocketReach.
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