Bill McCarthy Email & Phone Number

Regional Vice President @ Fisher Investments

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Bill McCarthy Location

Richmond, VA, US

Bill McCarthy Work

2021 -now Regional Vice President @
2020 -2021 Vice President, Financial Consultant @
2016 -2020 Financial Consultant @
2014 -2016 Director - Institutional Equity Sales @
2005 -2014 SVP, Institutional Equity Sales @
2001 -2005 SVP, Institutional Equity Sales @
1998 -1999 Health Care Software Decision Sales representative @
1994 -1997 Laboratory Diagnostic Product Sales @
1991 -1994 Hospital Sales Representative @

Bill McCarthy Education

The College of William and Mary - The Mason School of Business
MBA (Finance)
Virginia Military Institute
Bachelor of Arts (Economics)
Oakton High School
Chaminade High School

Bill McCarthy Skills

Business Development
Cold Calling
New Territory Development
Financial Analysis
Financial Planning
Financial Services
Salesforce.com
Hold Series 7
Series 66
Certified Financial Planner
Capital Markets
E-money
Retirement Planning
Estate Planning
Sales Presentations
Presentation Skills
Retirement Income Strategies
Retirement Solutions
IRAs
Separately Managed Accounts
Fixed Annuities
Variable Annuities

Bill McCarthy Summary

Bill McCarthy, based in Richmond, VA, US, is currently a Regional Vice President at Fisher Investments. Bill McCarthy brings experience from previous roles at Fidelity Investments, Alembic Global Advisors and Davenport & Company LLC. Bill McCarthy holds a MBA in Finance @ The College of William and Mary - The Mason School of Business. With a robust skill set that includes Business Development, Cold Calling, New Territory Development, Financial Analysis, Financial Planning and more. Bill McCarthy has 3 emails and 1 mobile phone numbers on RocketReach.

Bill McCarthy Emails

Found 3 emails

Bill McCarthy Phone Numbers

Found 2 phone numbers

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Top Fisher Investments Employees

Alison Fowler

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fisherinvestments.com
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