Matthew Dunphy Email & Phone Number
Financial Advisor and Chief Operating Officer, Morgan Wealth Advisory Group @ Financial Services Company
Matthew Dunphy Location
Ellicott City, MD, US
Matthew Dunphy Work
- 2016 - now Financial Advisor and Chief Operating Officer, Morgan Wealth Advisory Group @ Financial Services Company
- 2014 - 2016 Regional Sales Director @ Financial Services Company
- 2013 - 2014 Account Executive @ COS: Capitol Office Solutions
- 2013 - 2013 Licensed Agent @ Inspire Financial
- 2011 - 2013 Account Executive @ Versacor
- 2009 - 2011 Partner @ Value Catalyst
- 2005 - 2009 Region Vice President - Investments @ Financial Services Company
- 2001 - 2005 Region Vice President @ American Express Financial Advisors
- 2000 - 2001 Division Sales Director - wholesaler @ American Express Financial Advisors
- 1999 - 2000 Division Inside Sales Manager @ American Express Financial Advisors
Matthew Dunphy Education
- SUNY Oneonta
Bachelor Of Arts
1988 - 1992 - Linton High School
Matthew Dunphy Skills
- Investments
- Mutual Funds
- Strategic Financial Planning
- Wealth
- Retirement Planning
- Competitive Analysis
- Leadership
- Financial Advisory
- Investment Strategies
- Portfolio Management
Matthew Dunphy Summary
Matthew Dunphy, based in Ellicott City, MD, US, is currently a Financial Advisor and Chief Operating Officer, Morgan Wealth Advisory Group at Ameriprise Financial Services, LLC. Matthew Dunphy brings experience from previous roles at Ameriprise Financial Services, LLC, COS: Capitol Office Solutions, Inspire Financial and Versacor. Matthew Dunphy holds a 1988 - 1992 Bachelor Of Arts @ SUNY Oneonta. With a robust skill set that includes Investments, Mutual Funds, Strategic Financial Planning, Wealth, Retirement Planning and more. Matthew Dunphy has 2 emails and 2 mobile phone numbers on RocketReach.
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