Bill McCarthy Email & Phone Number
Regional Vice President @ Fisher Investments
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Bill McCarthy Location
- Richmond, VA, US
Bill McCarthy Work
- Regional Vice President @ (February 2021 - Present)
- Vice President, Financial Consultant @ (August 2020 - January 2021)
- Financial Consultant @ (December 2016 - August 2020)
- Director - Institutional Equity Sales @ (October 2014 - November 2016)
- SVP, Institutional Equity Sales @ (November 2005 - October 2014)
- SVP, Institutional Equity Sales @ (March 2001 - November 2005)
- Health Care Software Decision Sales representative @ (May 1998 - August 1999)
- Laboratory Diagnostic Product Sales @ (August 1994 - August 1997)
- Hospital Sales Representative @ (August 1991 - September 1994)
Bill McCarthy Education
- William & Mary – Raymond A. 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 @ William & Mary – Raymond A. 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.
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