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Phil Murphy Location
West Nyack, NY, US
Phil Murphy Work
2017 -now Managing Director @
2015 -now Senior Vice President, Investments @
2003 -2015 Financial Advisor @
1996 -2003 Treasury and Controller @
Phil Murphy Education
Siena College
Bachelor's degree (Accounting)
1991-1995
Phil Murphy Skills
Investment Advisory
Series 7
Asset Allocation
Retirement Planning
Mutual Funds
Investments
Wealth Management
Financial Advisory
401k Rollovers
Retirement
Investment Strategies
IRAs
Strategic Financial Planning
Saving for Education
529 Plans
Microsoft Excel
Customer Service
Financial Reporting
Budgets
Phil Murphy Summary
Phil Murphy, based in West Nyack, NY, US, is currently a Managing Director at Raymond James. Phil Murphy brings experience from previous roles at The Mahoney Group of Raymond James, Merrill Lynch and Morgan Stanley. Phil Murphy holds a 1991 - 1995 Bachelor's degree in Accounting @ Siena College. With a robust skill set that includes Investment Advisory, Series 7, Asset Allocation, Retirement Planning, Mutual Funds and more. Phil Murphy has 2 emails and 2 mobile phone numbers on RocketReach.
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