Investment Operations Analyst
Current
Jan 2022 - Present
AeroLeads people directory · profile
Andrew Murphy, Mba Email & Phone Number
Investment Operations Analyst at EverSource Wealth Advisors
at
EverSource Wealth Advisors
1 work email found
@eversourcewealthadvisors.com
3 phones found area 205
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Operations Analyst at EverSource Wealth Advisors
Location
Birmingham, Alabama, United States
Company size
Who is Andrew Murphy, Mba? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Andrew Murphy, Mba is listed as Investment Operations Analyst at EverSource Wealth Advisors at EverSource Wealth Advisors, a company with 13 employees, based in Birmingham, Alabama, United States. AeroLeads shows a work email signal at eversourcewealthadvisors.com, phone signal with area code 205, and a matched LinkedIn profile for Andrew Murphy, Mba.
Andrew Murphy, Mba previously worked as Investment Operations Analyst at Eversource Wealth Advisors and Percussionist/Drummer at Faith Presbyterian Church. Andrew Murphy, Mba holds Mba, Finance Concentration, Business Administration from University Of Alabama At Birmingham.
Company email context
Email format at EverSource Wealth Advisors
This section adds company-level context without repeating Andrew Murphy, Mba's masked contact details.
{first}@eversourcewealthadvisors.com
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AeroLeads found 1 current-domain work email signal for Andrew Murphy, Mba. Compare company email patterns before reaching out.
Profile bio
About Andrew Murphy, Mba
Experienced business/financial professional across multiple industries including manufacturing, health care, legal, telecommunications and banking/financial services. Candidate for CFP® certification.Expertise in finance, analysis, and reporting. Organized, meticulous, problem solver, team player and excel ninja with a positive attitude.
Listed skills include Business Analysis, Analysis, Project Management, Visio, and 34 others.
Current workplace
Andrew Murphy, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
Eversource Wealth Advisors
11 roles
Andrew Murphy, Mba work experience
A career timeline built from the work history available for this profile.
Percussionist/Drummer
Jul 2009 - Oct 2022
Wealth Management Specialist
- collaborated with internal partners in the setup and ongoing maintenance of Wealth Management fees, collections, reconciliation, and reporting- created detailed analytical reports & ad hoc reports with a thorough knowledge of SEI BOXI reporting
Oct 2020 - Dec 2021
Financial Analyst
- Create, update and maintain spreadsheets tracking various departmental metrics
- Responsible for cost and expense management reduction analysis
- Assist in the invoicing and purchase order processes
- Perform data analysis and provide recommendations to insure profitability
- Assist with internal and external reporting requirements
May 2019 - Oct 2020
Financial Services Representative
Mar 2019 - May 2019
Conservator Finance Manager
Hawley & Nicholson, P.C.
As Conservator Finance Manager, I assisted attorney Greg Hawley in the financial management of the estates and affairs of wards, mostly elderly, over whom he has Conservatorship and/or Guardianship. I worked with banks, brokerages, accountants and financial planners to oversee investments and the conservation of funds.
Oct 2016 - Feb 2019
Campaign Finance Manager
Jefferson County Probate Judge
Submitted financial information including all campaign contributions and expenditures to the AL Secretary of State.
Nov 2017 - Nov 2018
Strategy Consultant Ii
Managed large projects with cross-corporation impact, which required facilitating discussions, the development of business plans, and disseminating communication of corporate initiatives within the Company. Led the business plan development process for nine divisions.
Jan 2015 - Oct 2016
Business Analyst - Cms Operational Compliance
Oversight and analysis within the senior products division in order to uphold operational compliance and improve efficiency.-Operational Dashboard-BCBSAL Medicare Web Oversight-CMS Required Reporting-Sharepoint Website Project Mgmt.-Balanced Scorecard-STARS Analysis & Reporting-Acumen Monitoring
Jan 2012 - Jan 2015
Investment Analyst
Oct 2011 - Dec 2011
Office Manager & Financial Administrator
Megamet Industries
Managed all accounts payable, accounts receivable, and payroll using QuickBooks.
Jan 2007 - Apr 2011
Team & coworkers
Colleagues at EverSource Wealth Advisors
Other employees you can reach at eversourcewealthadvisors.com. View company contacts for 13 employees →
HV
Howard Varnedoe,Cfp®
Colleague at Eversource Wealth AdvisorsFranklin, Tennessee, United States, United States
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MR
Micky Reeves
Colleague at Eversource Wealth AdvisorsAllen, Texas, United States, United States
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DP
Daniel Phillips
Colleague at Eversource Wealth AdvisorsGreater Birmingham, Alabama Area, United States
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DS
Deborah Stouffer
Colleague at Eversource Wealth AdvisorsTucson, Arizona, United States, United States
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PM
Parker Morris, Cfp®
Colleague at Eversource Wealth AdvisorsGreater Birmingham, Alabama Area, United States
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JA
John Ashcraft, Caia
Colleague at Eversource Wealth AdvisorsBirmingham, Alabama, United States, United States
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AA
Adam Atkinson, Ctfa
Colleague at Eversource Wealth AdvisorsBirmingham, Alabama, United States, United States
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WB
W Ben Fox, Cka®
Colleague at Eversource Wealth AdvisorsRockwall, Texas, United States, United States
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AC
Abbey Casady, Cfp®
Colleague at Eversource Wealth AdvisorsMckinney, Texas, United States, United States
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CB
Chase Boardman, Cfp®
Colleague at Eversource Wealth AdvisorsBirmingham, Alabama, United States, United States
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Howard Varnedoe,Cfp®
Colleague at Eversource Wealth AdvisorsFranklin, Tennessee, United States, United States
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MR
Micky Reeves
Colleague at Eversource Wealth AdvisorsAllen, Texas, United States, United States
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DP
Daniel Phillips
Colleague at Eversource Wealth AdvisorsGreater Birmingham, Alabama Area, United States
View →
DS
Deborah Stouffer
Colleague at Eversource Wealth AdvisorsTucson, Arizona, United States, United States
View →
PM
Parker Morris, Cfp®
Colleague at Eversource Wealth AdvisorsGreater Birmingham, Alabama Area, United States
View →
JA
John Ashcraft, Caia
Colleague at Eversource Wealth AdvisorsBirmingham, Alabama, United States, United States
View →
AA
Adam Atkinson, Ctfa
Colleague at Eversource Wealth AdvisorsBirmingham, Alabama, United States, United States
View →
WB
W Ben Fox, Cka®
Colleague at Eversource Wealth AdvisorsRockwall, Texas, United States, United States
View →
AC
Abbey Casady, Cfp®
Colleague at Eversource Wealth AdvisorsMckinney, Texas, United States, United States
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CB
Chase Boardman, Cfp®
Colleague at Eversource Wealth AdvisorsBirmingham, Alabama, United States, United States
View →
4 education records
Andrew Murphy, Mba education
Mba, Finance Concentration, Business Administration
Financial Planning, Financial Planning And Services
Bachelor Of Arts, Fine Art
High School/Secondary Diplomas And Certificates
Brentwood Academy
FAQ
Frequently asked questions about Andrew Murphy, Mba
Quick answers generated from the profile data available on this page.
What company does Andrew Murphy, Mba work for?
Andrew Murphy, Mba works for EverSource Wealth Advisors.
What is Andrew Murphy, Mba's role at EverSource Wealth Advisors?
Andrew Murphy, Mba is listed as Investment Operations Analyst at EverSource Wealth Advisors at EverSource Wealth Advisors.
What is Andrew Murphy, Mba's email address?
AeroLeads has found 1 work email signal at @eversourcewealthadvisors.com for Andrew Murphy, Mba at EverSource Wealth Advisors.
What is Andrew Murphy, Mba's phone number?
AeroLeads has found 3 phone signal(s) with area code 205 for Andrew Murphy, Mba at EverSource Wealth Advisors.
Where is Andrew Murphy, Mba based?
Andrew Murphy, Mba is based in Birmingham, Alabama, United States while working with EverSource Wealth Advisors.
What companies has Andrew Murphy, Mba worked for?
Andrew Murphy, Mba has worked for Eversource Wealth Advisors, Faith Presbyterian Church, Regions Bank, Bear Communications Llc, and Strategic Financial Partners.
Who are Andrew Murphy, Mba's colleagues at EverSource Wealth Advisors?
Andrew Murphy, Mba's colleagues at EverSource Wealth Advisors include Howard Varnedoe,Cfp®, Micky Reeves, Daniel Phillips, Deborah Stouffer, and Parker Morris, Cfp®.
How can I contact Andrew Murphy, Mba?
You can use AeroLeads to view verified contact signals for Andrew Murphy, Mba at EverSource Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Andrew Murphy, Mba attend?
Andrew Murphy, Mba holds Mba, Finance Concentration, Business Administration from University Of Alabama At Birmingham.
What skills is Andrew Murphy, Mba known for?
Andrew Murphy, Mba is listed with skills including Business Analysis, Analysis, Project Management, Visio, Sharepoint, Data Analysis, Access, and Healthcare.
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