Valerie Murray
Wealth Management Executive | RIA Leadership
- Role
- President at Beacon Trust
- Location
- Morristown, NJ, US
- LinkedIn followers
- 500 followers
About Valerie Murray
Experienced wealth management executive with decades of experience leading teams and delivering results. Proven record of building high-performing teams, creating and executing strategic plans, increasing operational efficiency, enhancing client experience, implementing technology solutions, and integrating acquired businesses.Core competencies and strengths include strategic business planning, P&L management, talent development, process redesign and technology enhancements, system conversion and integration, and operations management.Series 65, CERTIFIED FINANCIAL PLANNER®
Experience
President
Feb 2017 — Present · Morristown, NJ, US
Education
Bucknell University
BS, Math
1992 — 1996
Skills
- Asset Management
- Securities
- Estate Planning
- Series 7
- Wealth Management Services
- Financial Services
- Wealth Management
- Aml
- Asset Allocation
- Banking
- Management
- High Net Worth Individuals
- Financial Advisory
- Investment Advisory
- Finance
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