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Hudson Wealth Management is a dynamic, independent financial services firm located in the heart of historic Red Bank, New Jersey. As a boutique wealth management firm, Hudson distinguishes itself by creating customized plans for its clientele, leveraging decades of experience of the team's diverse backgrounds in financial services, law, accounting, and health and life insurance.
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Client Services AssociateHudson Wealth Management Llc Jun 2022 - PresentRed Bank, New Jersey, Us -
Client Services AssociateHudson Wealth Management Llc Jun 2022 - PresentRed Bank, New Jersey, Us -
Client Services AssociateHudson Wealth Management Llc Jun 2022 - PresentRed Bank, New Jersey, Us -
Client Services AssociateHudson Wealth Management Llc Jun 2022 - PresentRed Bank, New Jersey, UsHudson Wealth Management is a dynamic, independent financial services firm located in the heart of historic Red Bank, New Jersey. As a boutique wealth management firm, Hudson distinguishes itself by creating customized plans for its clientele, leveraging decades of experience of the team's diverse backgrounds in financial services, law, accounting, and health and life insurance. -
Territory Manager / Senior Product AdvisorHeartland Payment Systems Jul 2019 - Jul 2022Oklahoma City, Oklahoma, UsI advise and supply Payroll and Human Resources services for small businesses. I assist each business owner with creating a customized solution for them, while offering value and support. -
Associate - SirgFs-Isac Mar 2018 - Jul 2022UsI work in tandem with the Director of Broker Dealer Services to ensure our members share threat intelligence in a safe and trustworthy space. This is done through member calls, presentations with market professionals and our global intelligence office. -
Relationship Team Manager-Fixed IncomeDealogic Mar 2015 - May 2017London, Greater London, Gb -
Vp-Account ManagerTradeweb May 2013 - Nov 2014New York, Ny, UsCollaborated with Product Managers on proprietary systems which enhanced the flow of business for financial advisors.Trained financial advisors on new rollouts of the Tradeweb Direct platform.Identified broker dealers in designated territories. Conducted follow up communications via introductory visits and WEBEX conference calls.Attended industry functions and coordinated client dinners/outings. -
Vp-Manager Of Customer RelationsTradeweb Nov 2011 - May 2013New York, Ny, UsOversaw client relations team to handle all client inquiries.Summarized daily workflow and procedures with auditors and compliance.Composed market commentary to increase market knowledge of the client relations team. -
SalesDavid William Securities May 2009 - Jan 2011Fixed Income SalesBuilt client base consisting of small broker dealers, Registered Investment Advisors and small hedge funds focusing on domestic corporate, emerging markets and municipal bond inquiries.Disseminated market moving data to client base focusing on new issue bond pricings.
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Assistant Vice PresidentHsbc Securities (Usa) Inc Aug 2001 - Nov 2007Middle Market Sales & Fixed Income Trading Covered Northeast to Mid-Atlantic region communicating with Relationship Managers to cross sell fixed income investments to middle market accounts.Served as Series 7 licensed representative over 20 Relationship Managers targeting new deposit clients with $500mm minimum in assets. Provided investment ideas resulting in executing fixed income trades in domestic and international corporate bonds, U.S. and foreign government and agency bonds, zero coupon bonds, trust preferred securities and tax free municipals to the various brokerage sales channels.Responsible for executing all new issue medium term note and trust preferred offerings, including marketing, takedown and distribution.Increased international trading volume by 40% by initiating and proactively coordinating with international traders on the private bank side.Educated and trained 100+ investment advisors on internal and external products focusing on business development strategies and growth opportunities in fixed income.
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Associate Financial ConsultantMerrill Lynch & Co Apr 2000 - Aug 2001Focused on presenting investment ideas to clients and prospects through specialty investment areas, educational forums and daily research call summaries.Facilitated trade executions on behalf of retail client base as well as participating in investment meetings resulting in additional assets under management.
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Vice PresidentPershing Division Of Dlj Securities Jun 1999 - Apr 2000Fixed Income SyndicateActed as selling agent on over 50 new issue preferred offerings with broker dealers and investment banks.Processed all new issue products including preferred stock, CD's and medium term notes, ensuring the firm's full adherence of SEC regulations.Managed the distribution of callable and market CD's to over 200 Pershing correspondents.
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Assistant Vice President - Equity SyndicateNomura Securities International, Inc Oct 1994 - Dec 1998Executed managed and co-managed offerings globally, scheduling one-on-one road show meetings, interfacing with investment bankers and international sales and trading to the allocation and ticketing of shares.Responsible for execution of all restricted stock (144A) offerings.Extensive communication with major investment banks to request and secure underwriting positions and share retention in primary and follow-on equity offerings.
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AnalystPrudential Securites Incorporated Mar 1992 - Aug 1994
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Institutional Sales AssistantPrudential Securities Mar 1990 - Aug 1994Maintained institutional book on managed deals, focusing on institutional one-on-one meetings and incorporated feedback into deal picture for Investment Banking.Established and updated all deal data on proprietary software database, including institutional and retail allocations on managed business.Created and distributed registration and pricing terms on all managed transactions to sales, syndicate and trading desks.Prepared and edited meeting notes from morning research calls and sales meetings for distribution to sales, trading and firm client list.Developed and maintained rapport with institutional sales forces, management and major investment banks to increase sales.
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Proof AnalystNational Community Bank Feb 1989 - Jan 1990
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Operations AnalystNational Community Bank Aug 1988 - Jan 1989
Anne Dubon Murphy Skills
Anne Dubon Murphy Education Details
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University Of ScrantonMarketing
Frequently Asked Questions about Anne Dubon Murphy
What company does Anne Dubon Murphy work for?
Anne Dubon Murphy works for Hudson Wealth Management Llc
What is Anne Dubon Murphy's role at the current company?
Anne Dubon Murphy's current role is Client Service Associate.
What is Anne Dubon Murphy's email address?
Anne Dubon Murphy's email address is annette_murphy@ml.com
What is Anne Dubon Murphy's direct phone number?
Anne Dubon Murphy's direct phone number is +121257*****
What schools did Anne Dubon Murphy attend?
Anne Dubon Murphy attended University Of Scranton.
What are some of Anne Dubon Murphy's interests?
Anne Dubon Murphy has interest in Entertaining, Relationship Building, Cooking, Global Markets, Sporting Events.
What skills is Anne Dubon Murphy known for?
Anne Dubon Murphy has skills like Fixed Income, Investments, Series 63, Securities, Equities, Bonds, Series 7, Trading, Investment Banking, Capital Markets, Finance, Bloomberg.
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