Bernard Murphy
Head of Account Management for North America at Confluence Technologies
- Role
- Head of Account Management, North America at Confluence
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Bernard Murphy
Experienced client success professional with over 18 years of financial technology, financial services, and relationship management expertise. Highly effective manager who excels in thinking strategically about client needs and solutions. Achieved increased levels of leadership through one merger and two acquisitions. Possesses advanced knowledge of account management, investment products, and financial markets.
Experience
Head of Account Management, North America
Jul 2023 — Present · US
Education
Loyola University Maryland
BBA, Finance
2003 — 2007
Skills
- Finance
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Alternative Investments
- Wealth Management
- Securities
- Estate Planning
- Retirement Planning
- Financial Analysis
- Fixed Income
- Equities
- Strategic Financial Planning
- Investments
- Hedge Funds
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