Connor Murray
Registered Wealth Management Client Associate for The Boston Harbor Team
- Role
- Registered Wealth Management Client Associate at Merrill Lynch
- Location
- Hanover, MA, US
- LinkedIn followers
- 500 followers
Experience
Registered Wealth Management Client Associate
Mar 2021 — Present · Boston, MA, US
Currently a member of The Boston Harbor Team. Responsibilities include all client service related matters, creation of in depth and comprehensive financial plans for clients, creation and implementation of custom portfolios, and trading.
Education
Fairfield University
Bachelor of Science (BS), Finance, General and Economics
2011 — 2015
National University of Ireland at Galway
Study Abroad Semester, Economics
2013 — 2013
St. John's Prep
High School Diploma
2007 — 2011
Skills
- Financial Modeling
- Financial Planning
- Microsoft Word
- Financial Analysis
- Finance
- Microsoft Excel
- Powerpoint
- Economics
- Valuation
- Microsoft Office
- Wealth Management
- Corporate Finance
- Investments
- Bloomberg
- Pixlr
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