Since 2019, Susan Murphy has been working in Private Trust Company 618, 618. Susan is a proficient Assistant Vice President and Trust Officer with over 13 years of work experience. According to Susan's CV and work profile, Susan Murphy has worked at more than four companies with numerous backgrounds and gained different skills. Susan attended school at the Cannon Financial Institute from 1994 to 2007. This expert has professional certification in Hawthorntrak Certification and Certified Senior Advisor. Susan can be found in Dayton, Ohio – where this person currently lives. You can search for Susan Murphy's contacts. We can also provide you additional contact information upon request.
Name variants:
Susanna Murphy,
Susannah Murphy,
Susanne Murphy,
Suzanne Murphy,
Sue Murphy,
Susie Murphy,
Susi Murphy,
Susy Murphy,
Suzie Murphy,
Suzy Murphy,
Sukie Murphy,
Sarah Murphy,
Ann Murphy,
Anna Murphy,
Anne Murphy,
Annie Murphy,
Sukey Murphy
Contact Information
Last Update
Jul 7, 2022
Email
su**@pnc.com, su**@cox.net, sm**@marykay.com
Location
Dayton, OH
Company
Workplace
Assistant Vice President and Trust Officer
Cleveland, OH
Industry
Consumer Services
Colleagues
Work History
Assistant Vice President and Trust Officer
1422 Euclid Ave, Cleveland, OH 44115
from May 2019
Director of Planned Giving and Major Gifts
202 east Bagley Rd, Berea, OH 44017
OhioGuidestone is a comprehensive social service organization that provides solutions for children, families and communities across Ohio.Our range of flexible, customized programs build upon...
Aug 2016 — 2019
Vice President and Senior Trust Advisor
300 5Th Ave, Pittsburgh, PA 15222
Presented and executed financial, estate, and investment plans for more than 65 clients. Coordinated efforts with attorneys, accountants, and investment advisors to meet individual needs.
...
2013 — 2016
Relationship Manager
300 5Th Ave, Pittsburgh, PA 15222
Engaged stakeholders at all levels to effectively address needs of senior clients. Managed accounts for complex, multi-generational family relationships, collaborating with attorneys, CPAs, ...
2006 — 2013
Education
1994 — 2007
1983 — 1987
1974 — 1977
Occupations
Executive
Assistant Vice President
Accountant
Finance and Accounting Specialist
Director
Philanthrope
Board Member
Vice President
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Non-Profit
Management Team Executive
Skills
Estate Planning
Wealth Management
Investments
Relationship Management
Strategic Financial Planning
Financial Planning
Investment Management
Fundraising
Banking
Wealth Management Services
Wealth
Small Business
Asset Management
Customer Service
Building Relationships
Retirement Planning
Credit
Consulting
High Net Worth Individuals
Loans
Sales
Management
Marketing Strategy
Relationship Building
Leadership
Strategic Planning
Major Gift Development
Planned Giving
Collaborative Problem Solving
People Oriented
Skin Care Consulting
Organizing
Direct Sales
Trust
Small Business Lending
Charitable Trusts
New Business Development
Customer Focus
Customer Acquisition
Social Networking
Client Communication
Problem Solving
Social Media Marketing
Trust Administration
Private Foundations
Mentoring
Makeup Application
Customer Satisfaction
Trusts
Trust Services
FAQs about Susan Murphy
What's the main profession of Susan Murphy?
Susan Murphy is a Assistant Vice President and Trust Officer.
What jobs is Susan Murphy proficient at at?
Susan is a professional Executive and Assistant Vice President jobs.
Where does Susan Murphy currently live?
Susan Murphy lives in Dayton, Ohio.
What is Susan Murphy's email?
The professional's email is su**@pnc.com and su**@cox.net.
Where did Susan Murphy work?
This expert worked at Private Trust Company, Ohioguidestone.
What education does Susan Murphy have?
Susan studied at the Cannon Financial Institute from 1994 to 2007.
What are the certifications of Susan Murphy?
This professional received the following certifications: Hawthorntrak Certification and Certified Senior Advisor.
What is professional industry that Susan Murphy is connected to?
Susan works in Financial Services industry.