Bob Murphy Email and Phone Number
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Bob Murphy personal email
Bob Murphy is a Chief Operating Officer at United Asset Strategies, Inc. at United Asset Strategies, Inc.. He possess expertise in series 7, uniform combined state law, series 63, mutual funds, wealth management and 36 more skills.
United Asset Strategies, Inc.
View- Website:
- unitedassetstrategies.com
- Employees:
- 36
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Chief Operating OfficerUnited Asset Strategies, Inc. Feb 2022 - PresentNew York City Metropolitan Area
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Managing Director / Divisional Vice PresidentTd Ameritrade Nov 2000 - Jan 2021Greater New York City AreaProvide strategic leadership for the Northeast Division with 70 branches as well as the US Private Client Services division. Key contributions:• Shaped a strategically-minded sales organization with strong execution capabilities.• Transformed the division to keep in step with the modern investor’s expectations.• Led integration of acquisitions from both an internal and client perspective. • Regularly achieved double-digit revenue growth and high customer satisfaction ratings.• Developed collaborative internal relationships and freely shared information to drive overall success. -
Regional Vice President (Td Waterhouse)Td Ameritrade Nov 2000 - Aug 2006New York City Metropolitan AreaTook over the New York region with 15 branches and guided it from bottom ranking to the firm’s #1 performing region in 2003 and 2004. Also led sales for three business lines: Private Client (East Coast), Corporate Services, and Asia Pacific accounts. Developed field strategies based on the most effective way to attract, acquire, and retain clients. Led teams to organize large events in major metro areas and provide high-touch service to prospects and clients. Gathered and analyzed insights to hone best practices.
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Sales DirectorTd Ameritrade 2000 - 2002New York City Metropolitan AreaRecruited to launch and lead a US sales organization for the firm’s new Private Client advisory service. Established the team, processes, and tools to make a rapid impact. Increased awareness and generated leads for the new offering by creating and leading a sales program for associates at all 140 US branches.
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Retail Business Development Manager And Various Other Branch PositionsCharles Schwab Oct 1993 - Nov 2000New York City Metropolitan AreaRanked within the top 10%-20% of the firm every year through excellent results in business development for 25 branches in the Metro New York region.
Bob Murphy Skills
Bob Murphy Education Details
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Finance-Financial Planning Concentration -
State University Of New YorkBusiness Finance
Frequently Asked Questions about Bob Murphy
What company does Bob Murphy work for?
Bob Murphy works for United Asset Strategies, Inc.
What is Bob Murphy's role at the current company?
Bob Murphy's current role is Chief Operating Officer at United Asset Strategies, Inc..
What is Bob Murphy's email address?
Bob Murphy's email address is ro****@****ade.com
What schools did Bob Murphy attend?
Bob Murphy attended College For Financial Planning, State University Of New York.
What skills is Bob Murphy known for?
Bob Murphy has skills like Series 7, Uniform Combined State Law, Series 63, Mutual Funds, Wealth Management, Series 24, Investment Advisory, Securities, Finra, 401k, Investments, Retirement Planning.
Who are Bob Murphy's colleagues?
Bob Murphy's colleagues are Rich Sajkoski, Thomas Laviano, Cmt, Donna Brzoza, Jason Ambrosini, Cfp®, Beatriz Paz, Shane Miller, Tameka White, Crpc®.
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Bob Murphy
Independent Board Director | Board Advisor | Ibm Chief Procurement Officer (Ret.) | Supplychain Executive | Procurement And Supply Chain Transformation | Business Processoutsourcing |Cary, Nc
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