Kerry Murphy is a Relationship Advisor for Insurance Services at AllianceBernstein, focusing on asset retention and building mutually beneficial client relationships. With deep experience in Sub-Advisory, Defined Contribution, and Retail channels from prior roles at Allianz and PIMCO, she holds a B. A. in Economics from Fairfield University and the CIMA® designation.
She has participated in and attended numerous industry events, including multiple Insured Retirement Institute (IRI) symposiums, indicating a strong commitment to staying current with financial industry trends and networking with peers. She previously served as Co-Chair for the IRIs Asset Manager Committee.
In a previous role, she successfully led client engagement and retention efforts for over $10 billion in Sub-Advisory assets.
Read the full overview →They ask a lot of questions and rely heavily on information and collaterals. They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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