Patrick Murray, Cfp Email & Phone Number

As a high-performing sales executive with a three-decade track record leading multibillion-dollar client transactions at several of the most recognized financial services companies, including JPMorgan, Lehman Brothers, and Merrill Lynch, I have built two wholesale banking practices from the ground up and serviced large Money Center, Super Regional/Regional Banks and investment houses, and niche residential Private Equity and Hedge Funds. My product knowledge spans various asset classes, and my expertise includes Securitized products, Wholesale Funding, Credit, and Macro Rates products.Over a 19-year career as a Managing Director at JPMorgan, I led several of the largest and first-of-their kind transactions in the firm’s history and was consistently ranked a top-quartile department revenue producer, as well as the #1 divisional sales contributor nationally and a top-five contributor globally in 2012. Earlier at Lehman Brothers, I was also a top contributor and the #1-ranked structured repo financing and GSE agency debt product salesperson.I credit my success to my ability to build and nurture client relationships and leverage internal teams to maximize client returns and mitigate risk. Despite significant disruption in the financial services industry, I have been able to promote client loyalty and retention, deepen existing relationships, and generate more revenue, reaching my highest revenue production in 2022, even as my book of business shrunk. In 2023, I retired from JPMorgan, but I continue to be active in the industry. I recently obtained my CFP® license, and I’m excited to take my passion for the industry and financial services products and services in a new direction and guide individuals on creating a financial plan to address risk management, investment, tax, retirement, income, and estate planning needs.

Listed skills include Fixed Income, Investment Banking, Equities, Capital Markets, and 2 others.