Sr Client Portfolio Manager, Pacific Funds-Central US @ (January 2020 - January 2023)
VP, RIA and Family Office Wealth Solutions Group @ (January 2014 - January 2019)
VICE PRESIDENT-Central Region, RIA and DCIO Sales and Marketing @ Payden & Rygel (January 2009 - January 2013)
SVP-Sales and Marketing, Midwest @ (January 2003 - January 2007)
VP-Marketing and Sales Midwest @ Berger Funds (January 1997 - January 2002)
REGIONAL ACCOUNT REP-Chicago Metro Region @ FOR SCHWAB ADVISOR SERVICES (CHICAGO) (April 1994 - August 1997)
Matt Murphy Education
University of Dayton
BACHELOR OF ARTS (AMERICAN STUDIES)
1987-1991
St. Xavier High School
Diploma (General)
1986-1987
Strake Jesuit College Prep 1983-1987
Matt Murphy Skills
401k
Account Management
Alternative Investments
Asset Allocation
Asset Management
Business Development
Business Relationship Management
Business-to-Business (B2B)
Client Relations
Collaborative Problem Solving
Communication
Consultative Selling
Creative Problem Solving
Customer Relationship Management (CRM)
Direct Sales
ETFs
Expense Management
Financial Advisory
Financial Services
Fixed Income
Interpersonal Communication
Interpersonal Skills
Investment Management
Investment Products
Investment Strategies
Investments
Leadership
Management
Market Knowledge
Marketing
Microsoft Excel
Microsoft Office
Microsoft Word
Mutual Funds
Oral Communication
Portfolio Management
Presentation Skills
Problem Solving
RIA
RIAs
Relationship Building
Sales
Sales Pipeline Management
Sales Presentations
Sales Processes
Sales Strategy
Sales and Marketing
Series 63
Series 7
Skill Development
Territory Management
Wealth Management
Separate Accounts
Series 3
Dcio
Strategy
Sales Management
Nonprofits
Cash Balance Fund Sales
Customer Service
Dcid
Project Management
Cif
AIF
Commodity Futures Representative
Securities
Hedge Funds
Matt Murphy Summary
Matt Murphy, based in Cincinnati, OH, US, is currently a Relationship Manager - Eastern Division at Jensen Investment Management. Matt Murphy brings experience from previous roles at Pacific Asset Management, BNY Mellon, Payden & Rygel and Harbor Capital Advisors. Matt Murphy holds a 1987 - 1991 BACHELOR OF ARTS in AMERICAN STUDIES @ University of Dayton. With a robust skill set that includes 401k, Account Management, Alternative Investments, Asset Allocation, Asset Management and more. Matt Murphy has 2 emails on RocketReach.
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