Stefan Murphy Location
- Roseville, CA, US
Stefan Murphy Work
- 2017 -now Business Development and Marketing Manager @ Allied Trustee Services
- 2013 -2017 Relationship Manager and Senior Advisor Services Specialist @ Motif Investing
- 2011 -2013 Director of Business Development @ Claims Eval, Inc
- 2011 -2011 Compliance and Special Projects Manager @ Claims Eval, Inc.
- 2005 -2011 Consultant and Owner @ SMTraining&Consulting
- 2005 -2009 VP, Investment Services Department Manager, Retail Branch Manager, Financial Advisor @
- 1999 -2005 Regional Manager and Co-OSJ @ Financial Network Investment Corp
- 1996 -1999 Regional Coordinator @ Financial Network Investment Corp
Stefan Murphy Education
- University of California, Santa Cruz 1986-1991
Stefan Murphy Skills
- Banking
- Series 7
- Series 24
- Portfolio Management
- Investments
- Financial Services
- Financial Analysis
- Wealth Management
- Asset Managment
- Insurance
- Retail Banking
- Business Development
- Analysis
- Leadership
- Asset Management
- Management
- Financial Advisory
- Finance
- Securities
- Strategic Financial Planning
- Mutual Funds
- Marketing
- Start-ups
- Business Planning
- Training
- Retirement Planning
- Financial Planning
- Mergers
- Program Management
- Mergers & Acquisitions
- Sales
- Start Ups
- Solutions
Stefan Murphy Summary
- Stefan Murphy, based in Roseville, CA, US, is currently a Business Development and Marketing Manager at Allied Trustee Services. Stefan Murphy brings experience from previous roles at Motif Investing, Claims Eval, Inc, Claims Eval, Inc. and SMTraining&Consulting. Stefan Murphy holds a 1986 - 1991 University of California, Santa Cruz. With a robust skill set that includes Banking, Series 7, Series 24, Portfolio Management, Investments and more. Stefan Murphy has 3 emails and 3 mobile phone numbers on RocketReach.
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