Murray Smith Email & Phone Number
Senior Director, Head of Advisor Solutions and Planning @ Amplify
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Murray Smith Location
- Phoenix, AZ, US
Murray Smith Work
- 2024 - now Senior Director, Head of Advisor Solutions and Planning @
- 2023 - 2024 Senior Director, Head of Planning and Integration @
- 2020 - 2023 Director of Advanced Planning @
- 2017 - 2020 Cross-Border Financial Planning Executive @
- 2014 - 2017 Business Development Assistant @
- 2013 - 2014 Investment Advisor @
- 2011 - 2013 Investment Advisor @ Macquarie Private Wealth
- 2009 - 2011 Investment Advisor @ Wolverton Securities
- 2004 - 2006 Sales Manager @
- 1996 - 2001 Brand Manager @ Molson Coors
Murray Smith Education
- University of Alberta
MA (Economics)
1993 - 1995 - University of Calgary
BA (Economics)
1988 - 1993
Murray Smith Skills
- Software Systems
- Budget Process
- Business Unit Management
- Financial Statements
- Training Delivery
- Sales Processes
- Practice Management
- Client Contact
- Business Process
- Team Motivation
- Strategic Initiatives
- Identifying Trends
- Certified Financial Planner
- Executive Visibility
- Executive Reporting
- Analytics
- Relationship Development
- Relationship Building
- Professional Services Industries
- Personal Finance
- Communication
- Investment Strategies
- Investments
- Wealth Management
- Financial Planning
- Financial Analysis
- Investment Advisory
- Retirement Planning
- Market Analysis
- Financial Advisory
- Strategic Financial Planning
- VB.NET
- Microsoft SQL Server
- Mutual Funds
- Marketing Strategy
- Macroeconomics
- Economic Research
- Market Risk
- Investor Presentations
- Technical Analysis
- Stock Picking
- Stock Trading
Murray Smith Summary
- Murray Smith, based in Phoenix, AZ, US, is currently a Senior Director, Head of Advisor Solutions and Planning at Amplify. Murray Smith brings experience from previous roles at Ashton Thomas Private Wealth, KeatsConnelly - Cross Border Wealth Management and Richardson GMP. Murray Smith holds a 1993 - 1995 MA in Economics @ University of Alberta. With a robust skill set that includes Software Systems, Budget Process, Business Unit Management, Financial Statements, Training Delivery and more. Murray Smith has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Amplify Employees
Kimberly Hill
Chief Revenue Officer
Scottsdale, AZ, US
Mark Gallivan
Director, Product Marketplace
Scottsdale, AZ, US
Churni Bhattacharya
Chief Product Officer
California, United States
Randy Schatz
VP Business Development
Gilbert, AZ, US
Tommy McGrath
Senior Accountant
Phoenix, AZ, US
Payton Gaylord
Executive Assistant
Scottsdale, AZ, US
Stephanie Nghiem
Controller
Phoenix, AZ, US
Gaurav Sharma
Product Owner
Scottsdale, AZ, US
Mark Fischer
Chief Operations Officer
Scottsdale, AZ, US
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