Michael B. Murphy Email & Phone Number

Monroe, Michigan

Birmingham, MI

• Part of the integrated team which provides comprehensive investment, credit and wealth transfer strategies to Michigan’s wealthiest families.
• Collaborate with two Executive Director’s to provide trust administration and client service to over 300 trust accounts with roughly $1 billion in assets under management.
• Present issues and recommendations for invest allocations and specialty assets to our national Trust Committee who is responsible for reviewing Trust assets and holdings where there is additional inherent risk to the.
• Team with local Bankers and Wealth Advisors to deepening client relationships by leveraging our extensive Trust relationships to uncover potential new business opportunities that were previously unavailable or weren’t.
• Work with Investors and Co-Trustees to execute custom mandates for clients where their investment needs require allocations that differ significantly from the standard portfolio.
• Selected as one of twenty-five Trust Associates nationally to participate in the inaugural Trust Leadership conference where participates presented to Senior Leaders on current issues that impact the front office.

Waterford, MI

• Teamed with Senior Trust Officer to manage and administer over 275 trust accounts, dealing with 12 different state legislations and roughly $165 million in assets under management
• Preformed detailed account reviews to mitigate risk to the firm while insuring that each trust account is correctly following the provisions and guidelines set forth by their respective Will, Trust agreement, or state.
• Chosen to serve as a JP Morgan Online Subject Matter Expert for the office when all clients were converted to a new online banking system. I was tasked with training coworkers on the new system while working with.
• Selected as the only Trust Administrator to participate in technology pilot programs. I was responsible for testing new systems and providing feedback on functionality and performance before the system was launched.

Detroit, MI

• Worked on site for a big three auto manufacturing client during their bankruptcy; worked with the Certified Journal Voucher Team which was responsible for spotting and correcting material weaknesses
• Worked on an E&P project that was used to solve the cash flow problems for a Fortune 500 company by purposing different accounting reporting to take advantage of their multi-national status
• Only intern selected to travel to Tennessee to take part in a two week Repair and Maintenance project that saved an auto parts manufacturer over $1.3 million in projected tax relief.

Milford, MI

• Analyzed client’s financial statements and presented recommendations for portfolio adjustments based on expected markets returns verses the client’s risk tolerance and age.
• Prepared quarterly performance reports for client meetings; highlighting portfolio returns relative to their bench mark, asset allocation and risk diversification.

Commerce, Michigan, United States

Cashier, stock and zoning

Bachelor Of Arts (B.A.), Accounting And Finance, 3.52 / 4.0

Study Abroad - Nice, France

High School, Honors