Christopher McCarthy Email & Phone Number
Vice President - Investments @ Wells Fargo Advisors
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Christopher McCarthy Location
- Massachusetts, United States
Christopher McCarthy Work
- 2011 -now Vice President - Investments @
- 2008 -2011 Vice President - Investments @
- 2005 -2008 Vice President - Investments @
- 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 1 emails on RocketReach.
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