Kerry Murphy in

Kerry Murphy

Observer · DISC type ic
Relationship Advisor at AllianceBernstein
📍 New York, New York, United States

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 →
Experience
31 Years
Current Role
Relationship Advisor
Job Level
Senior
Location
New York, New York, United States
Personality Overview

How Kerry shows up

Curious
Value Driven
Example Seeker

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.

Priorities

Topics Kerry cares about

Asset Retention
Her primary responsibility at AllianceBernstein is to engage clients with the firm's capabilities and intellectual capital to ensure asset retention.
Client Engagement
Described as having a client-centric attitude, her career is built on strengthening relationships across all key client functions, including C-level executives, research, and sales teams.
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Career

Work history

9-2022
Relationship Advisor
AllianceBernstein
3-2001
Director / Senior Relationship Manager
Allianz Global Investors
3-1994 - 2-2001
Senior Vice President / National Account Manager
PIMCO Advisors
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
B.A
Fairfield University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

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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