Stephen Murphy Email & Phone Number

Yonkers, Ny, Us

Bronxville, New York, United States

Licenses/Certifications: Series 7, Series 63, Series 65, NY Life Insurance License, Notary Public

Yonkers, New York, United States

1st Vice Commander for Sons Of The Legion:American Legion - Bajart Post 1122- Primarily responsible for membership recruiting and maintaining a yearly quota of paid dues for 200+ Son’s of the Legion- Event planning to fundraise for support of the American Legion- Volunteer at local events and march in Memorial Day/Labor Day/Veteran’s Day parade

Scarsdale, New York

Licenses/Certifications: Series 7, Series 63, Series 65, NY Life Insurance License, Notary Public

New York

New York

New York, New York

- Support three Financial Consultants (1,500 clients) to increase sales opportunities while providing customer service and operational support at Fidelity's flagship Park Avenue Investor Center. - Implements structured client contact strategy such as local market development through strategic targeted mailings in partnership with the VP/ FC.- Handles inbound calls and emails generated by a book of clients and takes responsibility for proactive outreach to clients.- Manages client needs regarding service, trading, problem resolution and processing issues. Licenses/Certifications: Series 7, Series 63, NY Life Insurance License, Notary Public

New York, New York

- Act as primary counter rep for triage walk-ins in New York Midtown East Investor Center.- Responsible for educating clients on the services and products available to them to more effectively monitor, maintain, service and manage their investments.- Identify additional customer needs and introduces additional Fidelity products and services.- Responsible for customer literature supplies and inventory management.- Serves as the Midtown East Investor Center community engagement lead and seminar coordinator. Licenses/Certifications: Series 7, Series 63, NY Life Insurance License, Notary Public

Fairfield, Connecticut

Act as brand ambassador for a real estate company that focuses on supporting recent collegegraduates relocating to New York City.Plan and execute events for Spring 2015.Support marketing and social media efforts as needed.

Fairfield, Connecticut

Correspondent for the New York Yankees. Responsible for writing weekly article topics on all news, trades and rumors regarding the New York Yankees.

New York, New York

Serve as a paid Financial Intern reporting to the VP & Branch Manager at this Park Avenue Investment Center.Participated in retirement and investment meetings between clients and account executive where investment products were discussed and evaluated.Participated in all aspects of daily compliance/risk, policy and procedures with a critical attention to detail.Answered general client questions and re-directed clients to ensure optimal customer service.Booked stock certificates, check deposits, processed wires.

Fairfield, Connecticut

Advertised and promoted available job positions to students throughout the campus.Recruited and trained a team of 12 individuals how to market the service through online and offline mediums.Created a web appointment system to schedule pick-up times for students.Managed all campus supplies and distributed funds to buyers.

White Plains, New York

Consolidate marketing tools and materials to assist this small financial services company that provides living loans to late stage cancer patients using their life insurance policies as collateral.Assist Marketing Director with strategies to improve bounce rate on website and call back ratios for marketing materials sent to individuals, cancer centers, physicians, hospitals and clinics.Analyze and provide weekly marketing reports utilizing data tracked in Excel, Access and MPower.

American Red Cross Certified lifeguard responsible for ensuring the safety of club members for all water related activities. CPR and first aid certified. Provide private and group swim lessons to club members.

Fairfield, Connecticut

Generated on-campus buzz surrounding the purchase of used textbooks and met with students to negotiate the purchase of their textbooks. Maintained detailed records of inventory and cash distributions and reported to Campus Captain accordingly.Awarded highest selling buyer out of 12 representatives and surpassed the next leading buyer by more than 30% during my freshman year. After two purchasing cycles, received a commission sales increase from 8% to 12%. Promoted to Campus Captain for the 2012-2013 school year when I will be responsible for managing up to 12 buyers, meeting sales expectations and coordinating campus inventory.

Waited during high school to supplement income.Assisted owner with marketing tools including advertising and maintenance of Facebook and Twitter accounts.

Bachelor Of Science (B.S.), Finance

Activities and Societies: Finance Club, Intramural Basketball, Intramural Football, Intramural Softball, Intramural Volleyball

Education record

Activities and Societies: Perfect Attendance 2007-2011, Honor Society, Senior Leader on Emmaus Retreat, Community Service at POTS Soup.