TERRENCE MURPHY
Barnegat,NJ
Summary
Dedicated professional with proven performance in management, leadership and communication. Detail-oriented in problem-solving and planning. Ready to make an immediate contribution to the organization.
Overview
14
14
years of professional experience
Work History
Merrill Financial Solutions Advisor
Bank of America Merrill Lynch
09.2023 - Current
- Ensured compliance with industry regulations by diligently adhering to established policies and procedures in all aspects of work operations.
- Developed customized financial plans that addressed specific needs such as college savings, tax minimization strategies, or estate planning considerations.
- Enhanced client satisfaction by providing tailored financial solutions and personalized investment advice.
- Expanded business opportunities through effective networking, referrals, and community involvement initiatives.
Financial Advisor Team Lead
Prudential Advisors
01.2022 - 09.2023
- Answered clients' questions about purposes and details of financial plans and strategies
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop financial plan
- Contacted clients periodically to determine changes in financial status
- Investigated available investment opportunities to determine compatibility with client financial plans
- Reviewed clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate need for plan reassessment
- Planned and directed staffing, training and performance evaluations to develop and control sales and service programs
- Counseled and disciplined employees, driving performance improvement
- Implemented management and communication practices to promote talent acquisition and team synergy
- Collaborated with staff to develop and carry out processes, resulting in improved performance
- Accomplished financial objectives by forecasting requirements and initiating corrective actions
- Coached and motivated team, driving sales and delivering exceptional customer service
- Offered constructive feedback to team members, boosting overall job performance
- Developed personal growth opportunities, empowering employees to produce results and meet goals
Manager
New York Life
09.2016 - 01.2022
- -Planned and directed staffing, training and performance evaluations to develop and control sales and service programs.
- -Counseled and disciplined employees, driving performance improvement.
- Implemented management and communication practices to promote talent acquisition and team synergy.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
Manager
Prudential Advisors
04.2011 - 09.2016
- - Collaborated with staff to develop and carry out processes, resulting in improved performance.
- - Accomplished financial objectives by forecasting requirements and initiating corrective actions.
- - Coached and motivated team driving sales and delivering exceptional costumer service.
- -Offered constructive feedback to team members
Education
No Degree - Business Administration And Management
Kean University
Union, NJSkills
- Investment Opportunity Identification
- Stock Market Understanding
- Mutual Funds and Liabilities
- Investment Recommendations
- Financial Knowledge
- Retirement Needs
- Account Performance Reviews
- Investment Planning
- Market Trend Monitoring
- Customer Care
- Cash Flow Management
- Insurance Planning
Additionalinformation
Finra Licensed 7-63-26-65, L&H, P&C, Real Estate
Timeline
Merrill Financial Solutions Advisor
Bank of America Merrill Lynch
09.2023 - Current
Financial Advisor Team Lead
Prudential Advisors
01.2022 - 09.2023
Manager
New York Life
09.2016 - 01.2022
Manager
Prudential Advisors
04.2011 - 09.2016
No Degree - Business Administration And Management
Kean University