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Laurie Murthy profile image

Laurie Murthy

Client Services Lead at Summit Financial Group, LLC
Intro Book
Administrative professional with experience in customer service, event planning, and financial services.
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Location
East Longmeadow, Massachusetts, United States, US
Skills
  • Customer Service
  • Time Management
  • Event Planning
  • Microsoft Office
  • Microsoft Word
  • Show all
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Bio

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Laurie Murthy is a seasoned administrative professional with experience in customer service, event planning, and financial services. She has worked in various roles, including Client Services Lead and Practice Manager, and holds certifications as an Insurance Agent and Notary Public. Laurie has a Bachelor of Arts degree in Human Resources Management from Golden Gate University.

Credentials

  • Insurance Agent, Accident, Health, Life
    California Department of Insurance
    Oct, 2021
    - Apr, 2026
  • Notary Public Appointment
    Notary Public for The State of California
    Nov, 2016
    - Apr, 2026

Experience

  • Summit Financial Group, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Services Lead
      • Jan 2023 - Oct 2023

      Focused on creating a work environment with a high level of respect, trust and flexibility.

    • Practice Manager for Partner and Advisor Nathan Bennett and Advisor Cody Smith
      • Mar 2016 - Dec 2022

      I supported an advisory team that focuses on personal and business financial planning. We focus on client relationships and truly care about the people we serve. In addition to my team role, I provided staff CRM and service related training. I like a good challenge and believe that learning and teaching have always been strengths of mine and a part of who I am.

  • Mark Swartz Investment Services
    • San Ramon, CA
    • Administrative Professional
      • Sep 2012 - Mar 2016
      • San Ramon, CA

  • Retirement Asset Management
    • Bellevue, WA
    • Director of Client Services
      • 2006 - 2007
      • Bellevue, WA

Education

  • Golden Gate University
    Bachelor of Arts (BA), Human Resources Management

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Human Resources and Staffing”

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