Susan Murphy
Vice President Team Lead at The Private Trust Company, An Affiliate Of Lpl
Based in Cleveland, United States
7-day free trial · no credit card
Seniority
Vp
Department
General Business & Management
Location
Cleveland
Industry
Financial Services
Company size
107
Contact information
Reveal Susan's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
s•••••••@theprivatetrustcompany.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Susan Murphy
An accomplished Wealth and Trust Executive with 25+ years’ experience driving disciplined strategic engagement across large, complex financial portfolios. Masters the client experience by skillfully guiding and managing expectations while extending all appropriate product offerings to maximize existing accounts profitability. Acts as an organizational ambassador to key stakeholders and champions professional excellence and expands market positioning. Key qualifications:*Relationship Management: Cultivated unprecedented relationship with long-term customer; invited to handle estate planning after numerous attempts by others were unsuccessful.*Resource Stewardship: Managed complex family dynamics to ensure elderly client was connected to community resources and received proper care within the home.*Senior Advocacy: Earned CSA certification to enhance service delivery to senior citizens.*Public Relations: Experienced speaker, presenting to groups ranging in size from 3 to 95. Contact Information: susan.murphy@lplfinancial.com or 440-292-7900. Website : http://theprivatetrustcompany.com/
Decision-makers
Other people at The Private Trust Company, An Affiliate Of Lpl
- TODirector
Tracy Orosco
AVP, Trust Officer · Finance & Accounting
- TADirector
Tristan A. McCormick
SVP, Chief Fiduciary Officer · Finance & Accounting
- BCStaff
Brianna Connor
Trust Specialist · Finance & Accounting
- MSOther
Mannie Singh Saini
the Private Trust Company, an Affiliate of Lpl · Other
- ZCStaff
Zoe Cackowski
Trust Operations Specialist · Operations
Build a list of verified contacts at The Private Trust Company, An Affiliate Of Lpl
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Susan
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime