Edward Murphy

Edward Murphy Email and Phone Number

Advisors Relations Manager, IAS Relationship Management @ LPL Financial
san diego, california, united states
Edward Murphy's Location
Charlotte, North Carolina, United States, United States
Edward Murphy's Contact Details

Edward Murphy personal email

About Edward Murphy

Over 9 years of CRM experience.of developing mutually beneficial relationships with existing and prospective clients. An expert in building rapport, prospecting needs, and providing specifically tailoring solutions.

Edward Murphy's Current Company Details
LPL Financial

Lpl Financial

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Advisors Relations Manager, IAS Relationship Management
san diego, california, united states
Website:
lpl.com
Employees:
7900
Edward Murphy Work Experience Details
  • Lpl Financial
    Advisors Relations Manager, Ias Relationship Management
    Lpl Financial Jul 2022 - Present
    Fort Mill, South Carolina, United States
  • Lpl Financial
    Business Solutions Consultant
    Lpl Financial Oct 2018 - Jul 2022
    Fort Mill, South Carolina
  • Lpl Financial
    Associate Advisory Consultant
    Lpl Financial Mar 2016 - Oct 2018
    Charlotte, North Carolina Area
  • Vanguard
    Investment Consultant Institutional, Business Development
    Vanguard Aug 2012 - Mar 2016
    Charlotte, North Carolina Area
    - Manage a book of business consisting of Vanguard institutional plan participants and small business owners, who are looking for a retirement plan
  • Vanguard
    Investment Consultant
    Vanguard Dec 2009 - Aug 2012
    Malvern, Pa
    - Manage a book of approximately 100 prospective clients and make proactive outcalls Establishing long-term relationships with High Net Worth clients, Corporate clients and Small Business owners- Probe potential leads to ascertain the extent of the opportunity, work to overcome obstacles that would otherwise prevent the conversion
  • Vanguard
    Investment Specialist, Business Development
    Vanguard Jun 2007 - Dec 2009
    Malvern, Pa
    - Deepened relationships with Mass-Affluent prospective clients by utilizing a consultative sales approach- Worked with small business owners to determine the best retirement plan for employee retention- Regularly exceeded the high net worth referral rate compared to peers- Coached peers on best sales practices and assisted with on boarding of new members of the team

Edward Murphy Skills

Mutual Funds Etfs Iras Crm Series 63 Stocks Consultative Selling Style 403 B Investments Qualified Retirement Plans Sep Ira Individual 401k Retirement Planning Series 7 Financial Services Trading Lotus Notes Simple Ira Asset Allocation Series 6 Securities Finance Building Relationships 401k Retirement

Edward Murphy Education Details

Frequently Asked Questions about Edward Murphy

What company does Edward Murphy work for?

Edward Murphy works for Lpl Financial

What is Edward Murphy's role at the current company?

Edward Murphy's current role is Advisors Relations Manager, IAS Relationship Management.

What is Edward Murphy's email address?

Edward Murphy's email address is em****@****ail.com

What schools did Edward Murphy attend?

Edward Murphy attended Hofstra University.

What skills is Edward Murphy known for?

Edward Murphy has skills like Mutual Funds, Etfs, Iras, Crm, Series 63, Stocks, Consultative Selling Style, 403 B, Investments, Qualified Retirement Plans, Sep Ira, Individual 401k.

Who are Edward Murphy's colleagues?

Edward Murphy's colleagues are Kelly G. Higgins, Shelley Verhagen, Jamie Wice, James Veneziano, Crpc®, Hiram "chip" Hutchison Iii, Wendy Marshall, Michael C. Houser.

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