Financial Advisor
Resume:
Thomas P. Murray, III
***********@******.***
linkedin.com/in/thomas-murray-iii
I am a methodical problem solver, with excellent written and verbal communication skills, who enjoys studying and interpreting data. I am seeking a role that will utilize my analytical and research skills, and that requires considerable work ethic. I flourish in high paced, high demand team environments. EDUCATION
THE UNIVERSITY OF ALABAMA Tuscaloosa, AL
Bachelor of Science, Chemical Engineering May 2019
• University of Alabama, Presidential Scholarship
• American Institute of Chemical Engineers, Executive Board Member
• Phi Kappa Sigma, Academic Chair
THE AMERICAN COLLEGE OF FINANCIAL SERVICES King of Prussia, PA Retired Income Certified Professional ® June 2022
EXPERIENCE
PRUDENTIAL FINANCIAL Milwaukee, WI
Financial Advisor October 2020-Present
• Develop meaningful client relationships with individuals and families through comprehensive planning
• Distribute financial and insurance products and services across Wisconsin and Michigan
• Top financial planning team in Prudential Wisconsin – 2021, Supported team as Insurance Strategy Expert
• Produce written quarterly fund research and analysis reports used in sale of asset management services REGAL FINANCIAL GROUP Grand Rapids, MI
Associate Portfolio Manager June 2019-June 2020
• Executed daily reporting and trading for portfolio management team that oversaw +$300MM AUM
• Primary Liaison between portfolio management team and field advisors
• Managed quarter-end reporting process with portfolio managers; optimized this process resulting in the availability of client deliverables 35% sooner
• Prepared Investment research for portfolio managers to present and distribute to field of advisors MERCEDES BENZ UNITED STATES INTERNATIONAL Vance, AL Lead Ramp Up Supporter May 2017-August 2017
• Led a six member team, supporting both SUV and sedan body shops for new logistical technology platform developed by SAP®
• Liaison between ramp up supporter team and shop floor personnel with both front office management and back office technical support
• Part of implementation team that supported first AmSupply SAP® logistical system launch in North America CERTIFICATIONS
Financial Industry Regulatory Agency
SERIES 7, General Securities Representative Exam December 2019 North American Securities Administrators Association SERIES 66, Uniform Combined State Law Exam September 2019 Eagle Scout December 2011
Excellent with Microsoft Excel, Word, PowerPoint, and Outlook
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