Carly Murphy

Wealth Management Senior Operations Consultant
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Role and Expertise:
Carly Murphy serves as a Senior Operations Consultant at Vesta, where she oversees operations and processes within the wealth management department. With a background in customer service and a knack for leadership, Carly excels in fast-paced environments and enjoys integrating new processes to enhance client satisfaction.

Professional Background:
Carly grew up in Fond du Lac and received an associate‚Äôs degree from UW-Oshkosh. She also has experience in cosmetology from Aveda IBW. Having worked in various customer service roles, including hairstylist, vet assistant, and bartender, Carly’s adaptability caught the attention of Vesta. Transitioning into the corporate world as a CSA, she navigated through challenging tax seasons and office moves, eventually supporting Eric Gurholt and his clients.

Key Accomplishments:
Carly takes pride in her role as a reliable source of support for her team and clients. She has led initiatives to improve operational efficiency and enhance client experiences, driven by her commitment to delivering consistent service.

Client Relationships:
With a focus on active listening and attention to detail, Carly builds lasting relationships with clients based on trust and reliability. She prioritizes understanding each client’s needs and preferences to exceed expectations consistently.

Personal Interests or Hobbies:
Outside of work, Carly is passionate about photography and offers donation-based sessions for pet parents who are nearing their final days with their furry family members. She enjoys learning new things and embracing challenges, reflecting her commitment to making a positive impact both professionally and personally.

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