Brian Murray
Director at Winged Keel Group
- Role
- Director - Client Relationship Manager at Winged Keel Group
- Location
- Phoenixville, PA, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Brian Murray
Brian Murray is a Director and Client Relationship Manager at Winged Keel Group. In this…
Experience
Director - Client Relationship Manager
Aug 2024 — Present
Education
York College of Pennsylvania
Bachelor of Science (BS), Marketing
1995 — 1999
Skills
- Financial Planning
- Mutual Funds
- Series 63
- Series 7
- Retirement Planning
- Fixed Annuities
- Estate Planning
- Investment Advisory
- Wealth Management
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