JM

Jacob Murphy

Client Service Associate at Y TREE

Jacob Murphy has a diverse work experience in the financial and investment sectors. Jacob currently works at Y TREE as a Client Service Associate, where they provide financial insight to clients without selling products. Prior to this, Jacob worked at Record Currency Management as a Senior Client Services Analyst and Client Services Analyst, where they were responsible for analyzing and managing client accounts. Jacob also gained experience as an Investment Analyst at Newable Private Investing, where they executed investment deals and assisted with due diligence activities. In addition, Jacob had brief internships at Record Currency Management and Insight Day at Nokia Networks. Overall, Jacob has a strong background in financial services and investment analysis.

Jacob Murphy attended Hinchingbrooke School from 2006 to 2012, but did not obtain any degree or field of study from this institution. From 2013 to 2016, they pursued a Bachelor of Science in Economics at the University of Birmingham. Additionally, Jacob Murphy holds a certification in Bloomberg Market Concepts from Bloomberg, although the specific month and year of obtaining this certification are not provided.

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Timeline

  • Client Service Associate

    February, 2023 - present

  • Client Service Analyst

    January, 2022