Andrew Murphy
Investment Operations Analyst at EverSource Wealth Advisors
- Role
- Investment Operations Analyst at Eversource Wealth Advisors
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Andrew Murphy
Experienced business/financial professional across multiple industries including…
Experience
Investment Operations Analyst
Jan 2022 — Present · Birmingham, AL, US
Education
Brentwood Academy
HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES
1998 — 2002
Samford University
Bachelor of Arts
2002 — 2006
University of Alabama at Birmingham
MBA
2008 — 2011
University of Georgia - Terry College of Business
Financial Planning
2017 — 2019
Skills
- Financial Planning
- Financial Analysis
- Access
- Analysis
- Quickbooks
- Crystal Reports
- Medicare Advantage
- Archer
- Visio
- Balanced Scorecard
- Estate Planning
- Microsoft Excel
- Requirements Gathering
- Insurance
- Health Insurance
- Software Documentation
- Project Management
- Personal Finance
- Financial Reporting
- Business Analysis
- Medicare Part D
- Data Analysis
- Medicare
- Leadership
- Customer Service
- Sharepoint
- Analytical Skills
- Healthcare Information Technology
- Healthcare
- Financial Accounting
- Process Improvement
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