Claire McCarthy Email & Phone Number
SVP, Advisor Engagement, Strategic Enterprise Solutions and Relationship Executive @ Osaic
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Claire McCarthy Location
- Fort Lauderdale, FL, US
Claire McCarthy Work
- SVP, Advisor Engagement, Strategic Enterprise Solutions and Relationship Executive @ Osaic (January 2024 - Present)
- Senior Vice President, Institution Services @ (July 2018 - December 2023)
- Regional Sales Manager, Administrative Vice President @ M&T Securities, Inc (February 2012 - June 2018)
- M and T Securities @ (June 1998 - June 2018)
- Management Development Program - Retail Bank @ (June 1998 - December 1999)
- Regulatory Compliance Manager, Vice President @ M&T Securities,Inc. (January 2010 - February 2012)
- Senior Financial Consultant, Vice President @ M&T Securities, Inc. (January 2000 - December 2009)
Claire McCarthy Education
- Canisius University
Bachelor of Arts (Modern Languages, Specialization in Spanish)
1994-1998 - Nardin Academy
Claire McCarthy Skills
- Series 7
- Series 63
- Series 6
- Series 24
- Series 65
- Sales Management
- Certified Financial Planner
- Series 53
- Series 99
- Series 79
- Life Accident and Health
- Investment Solutions
- Insurance Options
- Retirement Planning
- Education Planning
Claire McCarthy Summary
- Claire McCarthy, based in Fort Lauderdale, FL, US, is currently a SVP, Advisor Engagement, Strategic Enterprise Solutions and Relationship Executive at Osaic. Claire McCarthy brings experience from previous roles at LPL Financial, M&T Securities, Inc and M&T Bank. Claire McCarthy holds a 1994 - 1998 Bachelor of Arts in Modern Languages, Specialization in Spanish @ Canisius University. With a robust skill set that includes Series 7, Series 63, Series 6, Series 24, Series 65 and more. Claire McCarthy has 6 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Claire McCarthy?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co