Jerry Murphey
Chief Executive Officer @Validex Global Investing
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WORK HISTORY
Chief Executive Officer @Validex Global Investing
San Diego, US
Provide strategic and operational leadership at every stage of the company’s growth. Validus is a global investment manager and researcher to wealth advisers, family offices and institutions with a diversified portfolio of strategies and structures, including direct private companies, 40 Act funds, SMAs, managed models and structured products.
ABOUT JERRY MURPHEY
An investment management executive with a proven history of achieving meaningful growth through strategic management, operational leadership and modern selling methods. SIGNIFICANT ACCOMPLISHMENTS: Launched more than 50 investment related products, programs, and companies - netting over $7 billion in direct sales through the following accomplishments: • Founded a national RIA, built a sales operation that achieved wide-spread distribution and grew assets to $1.1 billion through organic growth and M&A activity. • Created a 40 Act mutual fund series that made Barron\'s Best Fund Families list in 2013, 14, and 15. • Launched an investment management research and managed money platforms into multiple national financial networks, with an asset base of more than $45 billion. • Transitioned hundreds of financial advisors to a fee-based business model. Coached consultative selling techniques and directly raised over $4 billion through joint client presentations with top wealth advisors and their high-net-worth clients. • Expanded a licensing and continuing education distribution network for securities, insurance and real estate, from 14 to 160 locations worldwide. • Led numerous investment program initiatives, including the Stock Exchange of Hong Kong\'s derivatives program and one of China\'s first CFA education programs. • Founded a Wall Street based platform training and consulting firm that helped many of the top financial institutions transition from mainframe to client server technology and beyond. SKILLS AND EXPERIENCE Strategic management, operational leadership, modern marketing/sales, investment management and copywriting. Experience with Salesforce CRM, SharpSpring Marketing Automation, Zephyr Analytics, Informa, FactSet, Morningstar Direct, Bloomberg, Advisory World, Orion. Current and prior certification include: CIMA (prior), AIF (prior), SharpSpring Certified Digital Marketing Agency (current), Communispond Executive Coach (prior) StoryBrand Certified Guide (prior), Digital Marketing Certified Partner (prior). PUBLICATIONS Author of, Unfettered Growth weekly blog and numerous articles including:\"To Improve Portfolio Diversification (Investment News), Look to Technology\",\"How to Become a More Referable Advisor\"(Investment News) and many more. NATIONAL SPEAKING ENGAGEMENTS Wells Fargo • RBC • Advisor Group • Cetera • Voya • Prudential • LPL • Transamerica • Ameritus • Securities America • Cambridge Advisor Group 63••••••28 j••••••••@gmail.com Current FINRA Series 66/65 and former Series 7 license holder, CRD 41•••12
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