2000 -
2005 Vice President - Investments @ Smith Barney
1997 -
2000 Vice President - Investments @ Prudential Securities
1992 -
1997 Vice President - Investments @
Christopher McCarthy Education
Northeastern University
BSBA (Finance and Accounting, Minor Economics)
1988
-
1991
Christopher McCarthy Skills
Investments
Financial Advisory
Qualified Retirement Plans
Retirement Planning
Finance
401k Planning
401k Rollovers
Wealth
Wealth Management
Flunent in Spanish
Customer Service
Microsoft Excel
Event Planning
Microsoft Word
Research
Strategic Planning
Event Management
Budgets
Sales
Teamwork
Christopher McCarthy Summary
Christopher McCarthy, based in Massachusetts, United States, is currently a Vice President - Investments at Wells Fargo Advisors. Christopher McCarthy brings experience from previous roles at Merrill Lynch, Stifel Financial Corp., Smith Barney and Prudential Securities. Christopher McCarthy holds a 1988 - 1991 BSBA in Finance and Accounting, Minor Economics @ Northeastern University. With a robust skill set that includes Investments, Financial Advisory, Qualified Retirement Plans, Retirement Planning, Finance and more. Christopher McCarthy has 2 emails and 1 mobile phone numbers on RocketReach.
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