Stefan Murphy

About Stefan Murphy

Proven track record in Sales Leadership, Compliance, Project Management, Team Development, and Education. A natural at motivating small teams and large organizations, I can help an organization identify internal and external roadblocks, build a plan to overcome them, and motivate the workforce to execute the plan with commitment, dedication, and an understanding of the process and its goals. Highly effective written, verbal, and interpersonal skills help to manage people, sales, and compliance processes. Specialties: Sales team motivation; creating effective salespeople out of \"non-salespeople\"; effectively communicating complex ideas and concepts; managing compliance processes; creating effective leaders.

Experience

1. Business Development and Marketing Manager

   Allied Trustee Services

   Aug 2017 — Present · Roseville, CA, US

   Providing California community associations, residential and commercial Common Interest Developments, and their dedicated managers with a full spectrum of services.

Skills

• Insurance
• Wealth Management
• Asset Managment
• Finance
• Investments
• Financial Services
• Financial Planning
• Program Management
• Leadership
• Financial Advisory
• Series 24
• Management
• Retail Banking
• Asset Management
• Portfolio Management
• Financial Analysis
• Retirement Planning
• Banking
• Training
• Series 7
• Securities
• Mutual Funds
• Business Planning
• Mergers
• Marketing
• Strategic Financial Planning
• Start-Ups
• Analysis
• Mergers
• Business Development