Shannon A. Murphy
E. Yaphank,NY
Summary
Registered Investment Advisor and Wealth Management Associate that focuses on offering a comprehensive approach to managing wealth that begins with listening to a client's needs and helps to ensure every potential solution is grounded in understanding what each client wants to achieve.
Overview
13
13
years of professional experience
Work History
Wealth Management CA - RDA
Merrill Lynch
09.2019 - Current
- Provides client service support to a team of Financial Advisors.
- Key responsibilities are supporting enterprise strategic objectives, operational excellence goals and client advocacy within the FA's business while customizing solutions based on their specific needs.
- Serves as the most frequent point of contact within Merrill to address all services needs of their clients as well as acting as a resource for Client Associates in the home branch office.
- Currently holds, NY Notary, NY Life Insurance License, Series 6, 63, 7 & 66.
- Current Chartered Retirement Planning Counselor Designation, CRPC™
Assistant Vice President, Branch Manager
People's United Bank
04.2013 - 09.2019
- Establishing new relationships and building an extensive book of business through uncovering needs and recommending appropriate products and services.
- Oversees and manages a branch team of 6 employees, teaching various sales methods to deepen customer relationships. Including Cross-selling, outbound calling, and product marketing and promotion campaigns.
- Facilitates in branch meetings focusing both on sales and operations as well as conducts & presents in meetings for peers and/or upper management.
- Aids in the creation of Sales Promotions and management across the Long Island Growth Market.
Branch Banker
TD Bank
01.2011 - 10.2012
- Delivers legendary customer service to all TD Bank Clients and increases the store's overall performance rating.
- Ensures all customer issues and concerns are handled appropriately.
- Executes sales initiatives while pursuing sales leads & referral opportunities in order to exceed sales revenue goals as assigned.
- Conducts consumer and mortgage loan interviews, accepts applications and conducts closings.
- Contributes to a positive, ethical and respectful work environment while communicating with the entire team.
Education
Bachelor of Arts - Human Relations
St. Joseph's University
06.2011
Skills
- Client Relationship Management
- Trading
- Financial Analysis
- Business Development
- Business Operations
- Cash Management
- Risk Assessment
- Regulatory Compliance
- Banking and Lending
- Collateral Lending
Timeline
Wealth Management CA - RDA
Merrill Lynch
09.2019 - Current
Assistant Vice President, Branch Manager
People's United Bank
04.2013 - 09.2019
Branch Banker
TD Bank
01.2011 - 10.2012
Bachelor of Arts - Human Relations
St. Joseph's University
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