Walter Murphy Location
New York, New York, United States
Walter Murphy Work
- 2022 - now Senior Wealth Advisor @ Calamos Wealth Management
- 2015 - 2021 Vice President - Branch Manager-Financial Consultant @ Charles Schwab
- 2009 - 2015 Branch Manager @ Etrade Bank Inc
- 2004 - 2008 External Wholesaler-Regional Vice President @ BNY Mellon
- 1997 - 2004 Financial Advisor @ New York Fitness
Walter Murphy Education
- University at Albany, SUNY
BA (History/Business/Economics)
1992 - 1996
Walter Murphy Skills
- Series 7
- Mutual Funds
- Financial Services
- Series 63
- Wealth Management
- Investments
- Asset Allocation
- Securities
- Asset Management
- Finance
Walter Murphy Summary
Walter Murphy, based in New York, New York, United States, is currently a Senior Wealth Advisor at Calamos Wealth Management. Walter Murphy brings experience from previous roles at Charles Schwab & Co., E*TRADE Financial, BNY Mellon and UBS Financial Services. Walter Murphy holds a 1992 - 1996 BA in History/Business/Economics @ University at Albany, SUNY. With a robust skill set that includes Series 7, Mutual Funds, Financial Services, Series 63, Wealth Management and more. Walter Murphy has 2 emails on RocketReach.
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Top Calamos Wealth Management Employees
-
Jon Adams
Chief Investment Officer at Calamos Wealth Management
Chicago, IL, US1 -
Scott Poulin
VP, Director and Senior Wealth Advisor at Calamos Wealth Management
Florida, United States44 -
Joe Weidenbach
President at Calamos Wealth Management
Chicago, IL, US54 -
Alan Moy
VP, Business Strategist at Calamos Wealth Management
Chicago, IL, US33 -
12
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Nancy Anderson
Senior Vice President, Head of Wealth Strategy, Planning and Trust Services at Calamos Wealth Management
Chicago, Illinois, United States12 -
Brian Taylor
VP Senior Wealth Consultant at Calamos Wealth Management
Los Angeles, CA, US11 -
35
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Nancy Anderson
Senior Vice President, Head of Wealth Strategy, Planning and Trust Services at Calamos Wealth Management
Chicago, Illinois, United States32 -
42
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