Will Murray Email & Phone Number
@wellsfargoadvisors.com
2 phones found area 314
LinkedIn matched
Who is Will Murray? Overview
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Will Murray is listed as Vice President | Supervision Principal IV at Merrill Lynch, a with 45157 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 314, and a matched LinkedIn profile for Will Murray.
Will Murray previously worked as AVP | Supervision Principal IV at Merrill Lynch and Service Tech at Bikesource. Will Murray holds Bs, Business Administration/Managment from University Of North Carolina At Charlotte.
Email format at Merrill Lynch
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AeroLeads found 1 current-domain work email signal for Will Murray. Compare company email patterns before reaching out.
About Will Murray
Financial services professional with 18 years of progressive client service and management experience. Expertise in firm compliance and regulatory rules and procedures including suitability, fiduciary and regulation best interest policies. Collaborate and consult with Financial Advisors, Branch, Regional, and Operations Management. Analyze controls to manage high-risk investment strategies and complex products in relation to new retail and fee-based accounts. Leader in employee development and growth through training and ongoing mentoring.Efficient multitasking and organizational skills with established communication and problem solving abilities. Self-motivated with proven ability to set effective priorities, achieve goals, and meet deadlines.Effective and articulate communicator with ability to establish positive relationships with individuals at all levels.FINRA Series 7, 9/10, 63, 66
Listed skills include Customer Service, Securities, Microsoft Office, Sales, and 6 others.
Will Murray's current company
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Will Murray work experience
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Avp | Supervision Principal Iv
Actively monitoring Financial Advisors activities involving complex products, to ensure compliance with firm policies, procedures, relevant laws, rules, and regulation. Risk Management Supervision
Service Tech
Supervisory Control Specialist
• Lead team training for new hires in new account opening procedures including new advisory requests.• Provide ongoing coaching and mentoring within our team for continued quality control.• Consult with Financial Advisors, and Regional Management to implement procedures to facilitate positive results.• Evaluate various legal documents as well as support various duties assigned by WBS and PCG management.• Provide support to more senior member of the Central Supervision team• Perform basic and tactical ongoing regulatory, compliance and operational reviews related to recommendations and suitability for all accounts, moving assets as well as other duties related to best practices and opportunities for additional synergies to maximize efficiencies.
Wfa Regional Supervisor
- Responsible for providing sales supervision for various regions of the PCG and WBS channel. - Review accounts for client suitability, Know Your Customer (KYC), and Customer Identification Program (CIP) for new account and advisory account programs.- Securities based lending review and approvals in excess of 5mm. - Tasked with resolving escalated issues from the field, compliance, legal, central supervision, and operations. - Evaluate various legal documents as well as support of various duties assigned by WBS Management - Management of the WBS Abandoned Account review and approval process.
Securities Ops Specialist
Professional Cyclist
Nationally ranked professional BMX racer with multiple national wins in the American Bicycle Association (ABA) and National Bicycle League (NBL)Placed 8th at BMX World Championships 2008 Taiyuan, China. Masters Class2 time Masters National Champion in MTB. 2012 Beech Mountain, NC, 2014 Angle Fire, NM
Colleagues at Merrill Lynch
Other employees you can reach at ml.com. View company contacts for 45157 employees →
Carrie Schliemann, Crpc®
Colleague at Merrill LynchWayzata, Minnesota, United States
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SC
Sheila Camara
Colleague at Merrill LynchPortsmouth, Rhode Island, United States
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DR
Dwayne Ross
Colleague at Merrill LynchPlantation, Florida, United States
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ZJ
Zach Joss
Colleague at Merrill LynchSeattle, Washington, United States
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BW
Boyd Wible, Cfp®
Colleague at Merrill LynchBuffalo, New York, United States
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AF
Alex Freeland
Colleague at Merrill LynchAtlanta, Georgia, United States
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JF
Janet Fetherolf
Colleague at Merrill LynchTallahassee, Florida, United States
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Edna Bryan
Colleague at Merrill LynchIndian Trail, North Carolina, United States
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ZL
Zhengbang Liu
Colleague at Merrill LynchAtlanta, Georgia, United States
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GK
Gbato Kourouma
Colleague at Merrill LynchConakry, Conakry Region, Guinea
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Will Murray education
Frequently asked questions about Will Murray
Quick answers generated from the profile data available on this page.
What company does Will Murray work for?
Will Murray works for Merrill Lynch.
What is Will Murray's role at Merrill Lynch?
Will Murray is listed as Vice President | Supervision Principal IV at Merrill Lynch.
What is Will Murray's email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Will Murray at Merrill Lynch.
What is Will Murray's phone number?
AeroLeads has found 2 phone signal(s) with area code 314 for Will Murray at Merrill Lynch.
Where is Will Murray based?
Will Murray is based in Charlotte, North Carolina, United States while working with Merrill Lynch.
What companies has Will Murray worked for?
Will Murray has worked for Merrill Lynch, Bikesource, Wells Fargo Advisors, Wachovia Securities, and Professional Cyclist.
Who are Will Murray's colleagues at Merrill Lynch?
Will Murray's colleagues at Merrill Lynch include Carrie Schliemann, Crpc®, Sheila Camara, Dwayne Ross, Zach Joss, and Boyd Wible, Cfp®.
How can I contact Will Murray?
You can use AeroLeads to view verified contact signals for Will Murray at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Will Murray attend?
Will Murray holds Bs, Business Administration/Managment from University Of North Carolina At Charlotte.
What skills is Will Murray known for?
Will Murray is listed with skills including Customer Service, Securities, Microsoft Office, Sales, Inventory Management, Social Networking, Microsoft Excel, and Event Planning.
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