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Jake Murphy's email & phone

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Operations Associate at Capital Wealth Advisors|Charlotte, North Carolina, United States

Position:

Operations Associate at Capital Wealth Advisors

Location:

Charlotte, North Carolina, United States

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Last updated: 2025-07-31
Updated: 2025-07-31

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Work Experience 6 years

Operations Associate at Capital Wealth Advisors

Jun 2025 - Current

D1 Men’s Basketball Player at University of North Carolina Wilmington

May 2023 - Jun 2025

Certified Financial Planner Intern at Raymond James Financial

Jul 2023 - Jul 2024

D1 Men’s Basketball Player at United States Air Force Academy

Jul 2020 - May 2023

Jake Murphy started working in 2020, then the employee has changed 3 companies and 2 jobs. On average, Jake Murphy works for one company for 1 year 8 months.

Education

Bachelor's degree at University of North Carolina Wilmington

Bachelor's degree at United States Air Force Academy

Skills

Financial Analysis, Time Management, Interpersonal Skills, Decision-Making, Networking, Organization Skills, Problem Solving, Customer Experience, Leadership Development, Client Correspondence, Client Relations, Client Services, Coaching, Team Cohesion, Team Leadership, Microsoft Excel, Attention to Detail, Analytical Skills, Client Accounts, Microsoft PowerPoint, Risk Management, Performance Reviews, Communication, Teamwork, Financial Statements, Mental Toughness, Oral Communication, Strategy

Frequently Asked Questions

What is Jake Murphy's minimum period of employment in the companies?

Jake Murphy's minimum period of employment in various companies is 1 year.

What is Jake Murphy's average duration of employment for different companies?

On average, Jake Murphy works for one company for 2 years

What industries has Jake Murphy worked in?

Jake Murphy works in the Financial Services. Previously, Jake Murphy worked in the Higher Education, and Military.

What positions has Jake Murphy held before?

Previously, Jake Murphy worked as a D1 Men’s Basketball Player, and Certified Financial Planner Intern.

How do I contact Jake Murphy?

Jake Murphy's phone number is +1-***-***-8816. Sign up to get contact details.

Who is the President & CEO of the Capital Wealth Advisors?

The President & CEO of the Capital Wealth Advisors is William Beynon

Who are Jake Murphy's peers at other companies?

Jake Murphy's peers at other companies are Gillian Thomas and Yoobin Chai and Shubham Singh

Jake Murphy Namesakes

Name
Company
Position
VALCORJ
Wood Worker/Installer
LUMO Digital OutdoorJ
LUMO Digital Outdoor
Graphic Designer
Core Fitness ClubJ
Core Fitness Club
Sales Associate

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Other employees at Capital Wealth Advisors

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Position
Capital Wealth AdvisorsD
2nd Year Wealth Management Intern
Capital Wealth AdvisorsB
Co-Founder/ COO ♦ Wealth Management ♦ Estate Planning ♦ Risk Management
Capital Wealth AdvisorsJ
Advisor | Private Wealth Management

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